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.

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.

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.

Michael Zunino is a financial advisor with Eagle Strategies (New York Life) in Huntington Beach, CA, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked with New York Life Investments since 2010. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, providing financial planning, investment management, and advisory services often linked to insurance and annuity products. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Jane Choi is a financial advisor at Principal Financial Services with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including New York Life, Eagle Strategies, Mass Mutual Life Insurance Company, and MML Investors Services LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Randall Huntimer is a CFP® with 35 years of industry experience. He has worked at Centaurus Financial, Inc. since 2018 and previously held positions at Geneos Wealth Management Inc. and Schooner Financial Associates. Huntimer is also president of Starfire Financial, a property and casualty insurance business. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through the CLASSIC Plus platform, utilizing both discretionary and non-discretionary arrangements with a range of analytical approaches and specialized advisory services.

Charles Garin is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 14 years at The Ayco Company, L.P./Mercer Allied. He is based in Newport Beach, CA. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm uses centralized investment resources and offers tailored solutions including Executive Wealth, Personal Wealth, and Private Family Office support.

Christopher Capezuto is a financial advisor with Centaurus Financial, Inc. based in Anaheim, CA. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has been president of Financial Concepts Unlimited, Inc., an outside registered investment advisor, since 1997. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through both discretionary and non-discretionary arrangements.

James Yocom III is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Infinex Investments, LPL Financial, BCU Wealth Advisors, Baxter Credit Union, CUSO Financial Services, and U.S. Bancorp Advisors. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory and financial planning services, leveraging a hybrid adviser/broker-dealer structure and providing access to alternative investments and lending solutions.

James Ostrander is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA, holding Series 63 and Series 65 designations and has 32 years of industry experience. He has been with Eagle Strategies since 1999 and has worked with New York Life and Nylife Securities Inc. since 1993. Ostrander is also involved in brokering non-registered insurance products through various outside insurance carriers. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Lori Vanden Berg is a ChFC®-designated financial advisor with 27 years of industry experience, currently affiliated with Eagle Strategies (NY Life) since 2023. She has also worked with Nylife Securities Inc and New York Life Insurance Co since 2004. Outside of finance, she is involved in motivational speaking on topics such as positive attitude and team building, and is a consultant for Mary Kay products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Cameron Rose is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for four years and spent one year with Capital Planning Group LLC. Beyond his advisory role, he operates a marketing DBA, Bridgepoint Financial Advisors. United Planners Financial Services is a national wealth-management enterprise serving a wide range of clients, including individuals, retirement plans, corporations, trusts, estates, and institutional investors. The firm utilizes both advisory and brokerage services delivered through independent representatives and employs a mix of custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Arthur Molina is a financial advisor at Hightower Advisors with a Series 65 credential and experience in the industry since 2021. His prior roles include positions at EP Wealth Advisors, Trilogy Financial, and Rottweiler Performance, following earlier work at AutoZone and UC Irvine. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, using a multi-manager approach that incorporates affiliated and third-party managers along with proprietary research. The firm’s services include portfolio management, financial planning, retirement consulting, and access to pooled investment vehicles and private funds.