Sean Latimer is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and its affiliated entities before joining Hightower in 2019. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension plans, charitable organizations, and corporations. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and varied investment strategies.

Derek Newcomer is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2012. He holds a Series 65 license and is based in Newport Beach, CA. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a proprietary “Focus List” of third-party independent managers and a formal due-diligence process for manager selection and monitoring. The firm offers discretionary wealth management, retirement plan consulting, outsourced CIO solutions, and sponsors proprietary investment vehicles, including private funds and a registered interval fund.

Joseph Azzopardi is a CFP® professional with 17 years of industry experience, currently advising at Mariner. His previous roles include positions at Financial Engines Advisors L.L.C., Edelman Financial Services, EF Legacy Securities, Golden State Wealth Management, and LPL Financial. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm offers customized discretionary portfolios supported by an internal management team and third-party managers, along with integrated tax and accounting services uncommon among firms of its size.

Liliana Sobaszek is a financial advisor at Beacon Pointe Advisors, LLC with two years of industry experience. She holds a Series 65 designation and has been with Beacon Pointe Advisors since 2022. Prior to her advisory role, her background includes positions outside the financial industry, including work at Maki Yaki and Mimi's Cafe. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach using a proprietary “Focus List” and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Tommy Tran is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering a variety of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing capabilities alongside specialized roles such as swap dealing and futures commission merchant activities.

Jay Smith is a financial advisor with Eagle Strategies (NY Life) based in Lake Forest, CA, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has worked at Eagle Strategies since 2019 and has been affiliated with NYLIFE Securities LLC and Burton Financial & Insurance Services since 2013 and 2012, respectively. Outside of his advisory work, he serves as a board member and treasurer for Dana Point Youth Baseball, a local youth baseball league. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, working with a wide range of retirement investors and institutional sponsors.

Cynthia Leberthon is a financial advisor at Integrated Wealth Concepts LLC with two years of experience in the industry. She has previously worked at Wright Ford and Young & Co for eight years and LTSP Inc for fifteen years. She also serves as a senior audit partner at the CPA firm Wright Ford Young, a role unrelated to her investment advisory activities. Integrated Wealth Concepts LLC serves 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, and retirement plan advisory services, emphasizing customized portfolios and a long-term investment approach.

Andrew Gordon is a financial advisor with Centaurus Financial, Inc. in Lake Forest, CA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Centaurus Financial since 1997. Outside of his advisory role, he operates a sole proprietorship involved in sales of health and dental insurance. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services through its CLASSIC Plus platform, employing both discretionary and non-discretionary arrangements with various analytical approaches and third-party manager options.

Kevin King is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and spent 33 years at The AYCO Company, L.P./Mercer Allied prior to that. 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 employs strategic and tactical allocation models and offers a range of services such as Private Family Office and Specialized Executive Wealth programs, supported by integrated resources across the Goldman Sachs platform.

Elisha Torrance is a CFP®-certified financial advisor at Schwab Wealth Advisory with 15 years of industry experience. Prior to joining Schwab Wealth Advisory, Torrance held roles at JP Morgan Chase Bank and Columbia Private Bank among other firms. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on personalized advice without discretionary trading authority.

Andrew Chan is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds the Series 66 designation and has worked previously at JP Morgan Securities, JP Morgan Chase Bank, Bank of America, and Merrill Lynch. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm utilizes multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, supported by internal standards and oversight committees to select and monitor managers.

Nesrin Guner Mann is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Independent Financial Group, she worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services, utilizing both in-house model portfolios and third-party managers, and operates as both a registered investment adviser and an active broker-dealer.

Metro Malasavage IV is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Mariner and previously worked at Beacon Pointe Advisors, LLC, Mass Mutual Arizona, and Financial Management Network. Mariner serves a wide range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm employs discretionary, customized portfolios supported by in-house research and third-party allocations, and it distinguishes itself with integrated tax and accounting services along with specialized family office and financial wellness solutions.

Darin Tuttle is a financial advisor at Corient with nine years of industry experience. He holds the CFA® designation and Series 65 and 63 licenses. His prior roles include positions at Martinsen Wealth Management, Pacific Capital Wealth Advisors, and Vanguard Marketing Corporation. Outside of his advisory work, he serves as a program manager for a dental education company, coordinating education programs nationwide. Corient provides investment advisory and financial planning services to individual and 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 management and uses risk management tools and alternative investments to align portfolios with client objectives.

Michael Fahim is a financial advisor with GWN Securities Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with GWN Securities since 2004 and has worked with Educators Retirement Services since 1989. Outside of advisory work, he is involved in selling fixed life insurance products and owns a property management company. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies uncommon among large enterprise firms.

Katherine Neil is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. She is also a partner at Windes, Inc., a CPA firm. Her prior experience includes seven years at Armanino LLP and 23 years at Bolar Hirsh & Jennings LLP. Integrated Wealth Concepts serves individuals, 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 a long-term approach with customized portfolios constructed from mutual funds, ETFs, individual equities, and fixed income.

Yan Lan is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Citigroup in 2025, Yan worked at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A. from 2022 to 2025, and has also been associated with Northwestern Mutual and other firms earlier in their career. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with comprehensive oversight and integrates large institutional scale with unique market roles, including in-house research and futures commission merchant services.

Michael Friedman is a financial advisor with Focus Partners Wealth, LLC and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including a long tenure at Churchill Management Group. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework and offers a range of specialized services such as fiduciary consulting, tax compliance, and family office support.

Ryan Hook is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Creative Planning since 2017. Prior to this, he worked at SC Distributors, LLC for one year. He also teaches a personal financial planning course for the CFP program at the University of California, Irvine’s Division of Continuing Education. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated non-investment businesses such as estate legal services and trust administration.

Gabrielle Velazquez is a financial advisor with PlanMember Securities Corporation holding a Series 66 designation and has one year of industry experience. Prior to joining PlanMember, she worked at Grant Thornton and has been involved with the San Clemente United Soccer Club. PlanMember 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 top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive, offering education and support services to plan sponsors and participants.