John Baxman is a CFP® with 23 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously worked for Litman Gregory Asset Management, LLC for 17 years. Baxman serves as President and Investment Adviser Representative for Litman Gregory Wealth Management, overseeing the transition of its advisory business following an acquisition. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, and other institutional clients. The firm employs a combined asset-allocation modeling approach with third-party independent managers and offers both active and passive investment strategies across public and private asset classes.

Robert Gascon is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and Series 63 license. He has 42 years of industry experience, including over 35 years at Hornor, Townsend & Kent and a concurrent role at Penn Mutual Life since 1983. Gascon also owns and operates a life insurance brokerage business, Penn Equity & Insurance Services, Inc. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Colin Rowe is a financial advisor at Beacon Pointe Advisors, LLC with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Beacon Pointe in 2025, he worked at Charles Schwab for three years. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with selected third-party independent managers across active and passive strategies and also serves as general partner for proprietary private funds.

Robert Henderson II is a financial advisor with Integrated Wealth Concepts LLC in Irvine, CA, holding two years of industry experience. He is also a partner at Windes Inc, a CPA practice, where he has worked since 2013. Integrated Wealth Concepts serves a broad client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and sponsors wrap-fee programs, employing a long-term investment approach with customized portfolios that include mutual funds, ETFs, individual equities, and fixed income.

Lisa Goodman is a financial advisor at Mercer Global Advisors Inc. with 23 years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Reilly Financial Advisors, LLC, Alps Distributors, Inc., and Brandes Investment Partners, L.P. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, estate planning, and family office solutions. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios using low-cost ETFs, index funds, separate account managers, and private fund platforms.

Marie St. Clare is a CFP® and holds a Series 65 license with five years of industry experience. She currently works at Beacon Pointe Advisors, LLC and has previously been with Sensible Financial Planning And Management, LLC. Prior to her financial career, she worked as a family nanny and attended Wellesley College. Beacon Pointe Advisors, LLC provides wealth advisory and consulting services to individual investors, corporations, pension and profit-sharing plans, and other institutional clients. The firm combines asset-allocation modeling with third-party independent managers and uses both active and passive investment strategies across public and private asset classes.

Elijah Goble is a financial advisor with Citigroup Global Markets in Huntington Beach, CA, holding a Series 66 designation and nine years of industry experience. Prior to joining Citigroup in 2018, he worked at Bank of America and Merrill Lynch. Outside of finance, he manages Grant Goble LLC, a live entertainment production company specializing in audiovisual support for music events. 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 implements multi-asset, multi-manager strategies with an emphasis on internal oversight and combines large institutional scale with specialized market roles.

Lauren Hawekotte is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2014. She is also the owner and president of Hawekotte Financial Group, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational, compliance, and practice-management support to its affiliated advisors.

Chiahsin Ku is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional capabilities, including in-house research and roles as a swap dealer and futures commission merchant.

Jeffrey Yim is a financial advisor with Eagle Strategies (New York Life) based in Orange, California, holding a Series 66 license and three years of industry experience. He has served as an adjunct professor of philosophy at Concordia University Irvine since 2016 and holds a board officer position with Love Orange, a local organization that brings together faith, business, and city partners for community service. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse clientele, including individual investors and institutional clients, with a focus on tailored solutions and primarily non-discretionary asset management.

Alicia Byrnes is a financial advisor at Corient with five years of industry experience. She holds Series 65 and Series 66 licenses and has worked previously at Kayne Anderson Capital Advisors, Crescent Bay Advisors, and Evoke Wealth. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools and alternative investments where appropriate.

Kimberlee Davis is a financial advisor at Hightower Advisors with 13 years of industry experience. She holds a Series 66 designation and has worked at Hightower Advisors and its affiliated broker-dealer Hightower Securities since 2015, following two years at Morgan Stanley. Based in Newport Beach, CA, Davis provides advisory services within a large enterprise firm. Hightower Advisors offers investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research and diverse portfolio construction techniques.

Ryan Johnson is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has been with Goldman Sachs since 2021. Prior to his advisory role, his background includes diverse work experiences and multiple periods dedicated to full-time education. Goldman Sachs Wealth Services serves a broad client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers comprehensive financial planning and portfolio management, leveraging integrated resources from across the Goldman Sachs platform and utilizing advanced tactical allocation models and proprietary analytics.

Barton Pearce is a financial advisor with Guardian Life and holds the Series 63 and Series 65 licenses. He has 15 years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and PRUCO Securities. His work involves offering insurance products from multiple carriers when appropriate. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services.

Caden Fehr is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at JM Financial Strategies, State Farm, Mercer Advisors, HomeStreet Bank, and Trinity School. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm combines active and passive strategies within a tax- and fee-sensitive framework and offers access to private funds and specialized investment solutions.

Daxesh Maniar is a financial advisor with Eagle Strategies (NY Life) in Placentia, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with Eagles Securities LLC since 2015 and has been affiliated with NYLIFE Securities and New York Life Insurance since 2004 and 2003, respectively. Maniar volunteers as a member of the CALCPA Financial Literacy program. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of representatives. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Paul is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and also has experience at Synergy Financial and Debtmerica Relief. His business activities include sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services. The firm provides a variety of investment programs including proprietary model portfolios and access to third-party money managers, operating as both a registered broker-dealer and registered investment advisor.

Ignacio Jimenez is a financial advisor at Cerity Partners LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including HPM Partners LLC, Mullintbg Advisors, TBG Advisory Services Corporation, and Securian Financial Services, Inc. Jimenez is based in Costa Mesa, California. Cerity Partners advises a diverse client base that includes individuals, families, trusts, business entities, charitable organizations, and institutional investors, overseeing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services that combine proprietary quantitative methods with both third-party strategies and direct security selection, as well as access to alternative and private market solutions for qualified clients.

Mark Mitamura is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at LPL Financial for over 14 years and previously spent 10 years with Level Four Advisory Services. 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 and financial planning, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income, and employs both internal management and third-party sub-advisers.

Clarissia Skinner is a Series 66 licensed financial advisor with Transamerica Financial Advisors, based in Torrance, CA, with five years of industry experience. She has been involved in various professional roles including consulting and community education through Matriarch Enterprises LLC, a forum focused on empowering women in topics such as financial literacy and entrepreneurship. Skinner also engages in estate planning education and tax relief services through partnerships with firms like LSPN Pro LLC and Optima Tax Relief. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations, offering a mix of advisory and broker-dealer services. The firm provides proprietary and third-party investment model portfolios with options for discretionary and non-discretionary management.