Gavin Haley is a financial advisor at MAI Capital Management, LLC with a Series 65 credential and one year of industry experience. Before joining MAI Capital Management in 2026, he held various roles outside the financial industry, including working at Puesto Mexican Food and The Farms Golf Club. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning with tax and administrative services.

Austin Kastenberg is a financial advisor at Beacon Pointe Advisors, LLC, holding a Series 65 credential. He has been with Beacon Pointe Advisors since 2021, with prior experience at San Diego State University's Fowler College of Business and Right Way Insurance Services, Inc. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-driven investment approach, utilizing both active and passive strategies, and sponsors proprietary investment vehicles including private funds and a registered interval fund.

Alexis Melchor is a financial advisor with Centaurus Financial, Inc. based in Anaheim, CA. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse clientele, including individuals, families, small businesses, and institutions. The firm offers a range of financial planning and portfolio management services with both discretionary and non-discretionary arrangements, utilizing fundamental, technical, and model-based investment approaches.

Joy Anne Marie Gonzales is a financial advisor at Rockefeller Financial LLC in Newport Beach, CA, holding Series 63 and Series 66 licenses with four years of industry experience. Her prior roles include positions at Merrill Lynch, Bank of America, and J.P. Morgan Securities. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations, offering a range of portfolio management, financial planning, and consulting services. The firm operates as both a registered investment advisor and broker-dealer, providing integrated investment solutions across equities, fixed income, and alternatives.

Anthony Guinane is a financial advisor with Sanctuary Advisors, LLC and holds a Series 66 designation. He has 28 years of industry experience, including 12 years at UBS Financial Services. Outside of his advisory role, Guinane is the founder and managing partner of Dial Square Private Wealth, an investment advisory operating entity. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports over 400 independent investment adviser representatives who deliver customized portfolio management and consulting services utilizing a variety of investment approaches and platforms.

Steven Henningson is a financial advisor at Carson Wealth with Series 63 and Series 65 credentials and 41 years of industry experience. He has held positions at firms including Cetera, Creative Planning Institutional Advisors, and Citigroup Global Markets. Outside of his advisory work, he serves on the advisory board of a community church focused on recovery ministries and is involved with the Ronald Reagan Presidential Foundation & Library. Carson Wealth is an enterprise platform managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, using an Investment Committee to construct and monitor model portfolios and providing tailored solutions that integrate custodial and technology partnerships.

Colton Petty is a CFP® with nine years of industry experience, currently serving at Mercer Global Advisors Inc. He has held roles at several firms, including Northwestern Mutual Investment Services and Timothy J Molnar. Petty is based in Newport Beach, CA. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach featuring globally diversified, risk-appropriate portfolios and utilizes a range of investment vehicles including low-cost ETFs, separate account managers, and private funds.

Erick Mccreight is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 19 years at Ayco/Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of investment and banking capabilities.

Avinash Pai is a CFP®-designated financial advisor with 22 years of industry experience. He is currently with Independent Advisor Alliance, LLC and has prior experience at Revant Wealth, Provence Wealth Management Group, and LPL Financial. Pai also serves as an adjunct professor, occasionally teaching in the personal financial planning program at UC Irvine’s Graduate School of Management. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting, employing a network model of advisory representatives and utilizing various investment strategies and technology platforms to deliver client services.

Tracy Jackson is a CFP® with 32 years of industry experience, currently serving at Mercer Global Advisors Inc. He previously worked at Jackson Financial Management for 25 years before joining Mercer. Outside of his advisory role, he owns a woodworking business that produces and sells handmade pens. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments, offering investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a variety of programs and integrated affiliated services.

Thomas Selbo is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously worked at Landmark Wealth Management Group, Purshe Kaplan Sterling Investments, and Thrivent Financial for Lutherans. He is also involved with Beacon Pointe Insurance Services, LLC as an insurance agent. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced CIO solutions to individuals, corporations, and institutional clients. The firm uses a selective manager approach combined with active and passive strategies across public and private markets and offers proprietary private funds and specialized interval funds.

Jessica Perez is a Series 66–licensed financial advisor with seven years of industry experience. She is currently with Goldman Sachs Wealth Services, where she has worked since 2021. Prior to this, she held positions at The Ayco Company, L.P./Mercer Allied and Stearns Lending, LLC, and also has experience in academia at the University of Redlands. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm uses tailored allocation models and offers a range of services such as Private Family Office programs and Specialized Executive Wealth solutions, supported by proprietary analytics and integration with Goldman Sachs affiliates.

Kenneth Donnelly is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and 28 years of industry experience. His career includes prior roles at National Planning Corporation and a break in employment between 2017 and 2018. He serves on the board of directors for the Joyful Child Foundation, a charity organization. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm emphasizes a strategic asset allocation approach and manages risk-based mutual fund portfolios, while also delivering education and support services to plan sponsors and participants.

Sarah Minakary is a financial advisor with Hightower Advisors in Newport Beach, CA, holding a Series 66 designation and 18 years of industry experience. She has been with Hightower and its affiliated broker-dealer, HighTower Securities, LLC, for 10 years. Outside of her advisory role, she is involved with R2M Management CA, LLC, an administrative services company related to registered investment advisor practices. Hightower Advisors provides investment advisory and planning services to individual and institutional clients through a network of Advisor Practices. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Madeleine Rozo is a financial advisor at Integrated Wealth Concepts LLC with experience beginning in 2025. She previously worked at Armanino LLP and Bolar Hirsch & Jennings LLP. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a long-term investment approach.

Patrick Alano is a financial advisor with Oppenheimer holding a Series 66 designation and four years of industry experience. His prior work includes roles at Paradigm Gilbert and LPL Financial LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, and institutional clients with a broad range of programs including asset management, consulting, and retirement services. The firm manages portfolios using strategic and tactical asset allocation and offers both discretionary and non-discretionary advisory services.

Patrick Vahid is a Series 66 licensed financial advisor with 14 years of industry experience, currently associated with Centaurus Financial, Inc. since 2018. He previously worked at Axa Advisors, LLC from 2012 to 2018. Outside of his advisory role, Vahid is involved in property and casualty insurance sales and leads educational workshops on trust and estate planning through his position as president of Strandlife Wealth Management. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, and foundations, offering financial planning, portfolio management, and retirement-plan consulting. The firm utilizes a range of investment strategies and provides both discretionary and non-discretionary services through platforms such as CLASSIC Plus and FlexUMA.

Elise Orton is a financial advisor at Corient with three years of industry experience. She holds a Series 65 designation and previously worked at Brighton Jones, Gallagher, and Columbia Pacific Wealth Management. Outside of finance, she has worked in the salon and spa industry. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining internal strategies with third-party managers and employs risk management tools and alternative investments when appropriate.

Jeffrey Kuhn is a financial advisor at Eagle Strategies (NY Life) in Newport Beach, CA, with two years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at firms including Cambridge Investment Research Inc. and NYLIFE Securities LLC. Kuhn’s background includes roles outside of finance such as working with Lug Sports. Eagle Strategies serves a diverse client base including individual investors and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the vast majority of its assets on a non-discretionary basis.

Guillermo Sotelo Baizan is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley. His background also includes roles at Walnut Village Orange County Retirement Community, California State University Long Beach, Orange Coast College, and Villa Valencia Healthcare Center. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, providing customized solutions for high-net-worth and ultra-high-net-worth clients.