Emily Gemeinhardt is a financial advisor at Oppenheimer with Series 66 credentials and one year of industry experience. Prior to joining Oppenheimer, she worked in various roles including at Starbucks and Chapman University. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs with advisory services spanning equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary investment approaches.

Betty Ahn is a financial advisor with \u0026PARTNERS, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She previously worked at Wells Fargo Clearing for 10 years and Ameriprise for one year. She holds minority ownership interests in two automotive dealerships in California. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, with capabilities in municipal advisory and underwriting.

Gene Ka is a financial advisor at Beacon Pointe Advisors, LLC with 35 years of industry experience. He holds a Series 63 designation and has been with Beacon Pointe Advisors since 2021. Prior to this, he operated his own RIA firm, Gene Ka RIA, for 25 years and was involved with APW Capital, Inc. since 2010. Outside of his advisory role, he is also an insurance agent with Beacon Pointe Insurance Services. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and retirement plans. The firm employs a manager-driven investment approach using a proprietary Focus List and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Maria Beisser is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, she worked in campus recreation at the University of North Carolina. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models and manager selections, with access to specialized programs and alternative investments.

Luc Ceci is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Mercer Global Advisors Inc. and has held various roles within the firm as well as previous positions at Eagle Strategies (NY Life) and NYLIFE Securities. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory and utilizes a variety of investment vehicles, including low-cost ETFs, separate account managers, and direct indexing.

Alain Brito is a financial advisor at NewEdge Advisors with six years of industry experience. He holds a Series 66 credential and has worked at firms including Securities America Advisors and John Stokes Financial. Brito is also an associate financial advisor with PacificView Wealth Management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management and consulting services, using multiple program structures and technology tools to support both advisors and clients.

James Meussner is a CFP® with five years of industry experience and currently serves as a financial advisor at Creative Planning. His prior roles include positions at Charles Schwab, Tarbox Family Office, and Principal Securities. He has also been involved in entrepreneurial ventures such as 10 Point Pizza Inc. and Corona Del Mar Pizza Co. Creative Planning provides wealth management and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies alongside selective private market exposure and institutional services.

Brody Dorsh is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and approximately one year of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC, Elevate OC, and San Diego State University. Goldman Sachs Wealth Services advises a broad client base, including individual investors, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates proprietary research and tools with a variety of fee arrangements and platforms to tailor strategies to client objectives.

Joseph Querriera is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at RBC Rochdale, LLC. He has been with City National Rochdale and affiliated entities since 2012 and has overall financial services experience dating back to 2004 at City National Bank. Outside of his advisory role, he is the managing member of You Turn Music, LLC, a music products manufacturing business. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and municipal entities, offering discretionary and non-discretionary portfolio management with a multi-strategy approach that integrates quantitative analysis and fundamental research across a variety of asset classes.

David Hansch is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC since 2017. Prior to this, he held roles at Cetera Advisor Networks and Cetera Wealth Services and has operated Hansch Financial Group since 2014. He is a volunteer member of the investment committees for both the Grand Lodge Free and Accepted Masons of California and the Saddleback Laguna Masonic Lodge. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm employs a combination of firm- and third-party model portfolios, strategic asset allocation, and ongoing due diligence to develop tailored investment strategies.

Amanda Huston is a ChFC® and holds a Series 66 license with 17 years of industry experience. She is currently with Private Advisor Group, LLC and has previously worked at LPL Financial. Outside of advisory work, she is involved in a home-based business selling handmade shirts and craft kits. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that utilizes technology platforms and multiple investment strategies, often implementing advice through third-party managers and TAMPs.

Michael Byrne is a financial advisor at Equity Services, Inc. with 12 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at True Path Financial, MML Investor Services, and Mass Mutual. Outside of his advisory work, he serves as a committee head for an organization focused on raising awareness of Alzheimer's disease. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently employs third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Sandra Castro is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA, and has four years of industry experience. She has worked at Goldman Sachs since 2021 and previously held roles at The Ayco Company, L.P. and Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers to deliver tailored wealth management solutions across multiple client segments.

Michael Eustace is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 designations and 29 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Rockefeller Financial and ROCKEFELLER Capital Management. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform offering discretionary and non-discretionary management across equities, fixed income, and alternatives, and operates as a registered broker-dealer providing a range of investment, placement, and banking services.

Han Chen is a CFA® charterholder with 28 years of industry experience, currently serving at Principal Financial Services since 2008. His prior experience includes a year at Wells Fargo Clearing. He is also involved in selling fixed life insurance, fixed annuities, long-term care insurance, and disability insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Yisen Cai is a CFP® with 12 years of industry experience, currently affiliated with Osaic Advisory Services, LLC in Newport Beach, CA. His prior work includes roles at Triad Hybrid Solutions, Mercer Global Advisors, Barnwell Consulting, Advocacy Wealth Management, Certus Investment Advisors, and Transamerica Financial Advisors. Outside of his advisory work, he is involved in managing life insurance and annuity products for clients. Osaic Advisory Services, LLC serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of investment programs and financial planning services, utilizing both fundamental and technical analysis, and provides access to alternative investments and annuity sub-account management.

Cameron Hebert is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA, holding a Series 66 credential and eight years of industry experience. He has been with Goldman Sachs since 2018, following a period at The Ayco Company, L.P./Mercer Allied and earlier academic roles at Cornell University. 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 integrates strategic allocation models, manager selection, and various implementation approaches, leveraging resources across the Goldman Sachs ecosystem to offer tailored investment solutions.

Tana Hausch is a financial advisor with Transamerica Financial Advisors based in Irvine, CA, holding Series 63 and Series 65 licenses with five years of industry experience. She has worked at Transamerica Financial Advisors since 2021 and also has experience as an independent commercial real estate agent since 2023. Additionally, Hausch is involved in group health insurance sales through Dynex Group Benefits Solutions. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a variety of model portfolios and access to third-party money managers. The firm operates as both a registered investment adviser and broker-dealer, managing over $2 billion in assets under management as of the end of 2025.

Linda Neuenburg is a CFP® with nine years of industry experience, currently serving at Guardian Life and its subsidiary Park Avenue Securities. Her background includes six years at First Financial Consulting and multiple roles within Guardian Life and Park Avenue Securities since 2022. She holds an active CPA license and provides financial reporting consulting services to Pasadena Nazarene Church and Lake Avenue Church. Park Avenue Securities LLC, part of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plans, and organizations. The firm provides a range of financial planning and consulting solutions supported by proprietary and third-party platforms, combining advisor-led and model-based portfolio management options.

Tammy Pioch is a financial advisor at Beacon Pointe Advisors, LLC with 19 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Hightower Advisors, Mariner Wealth Advisors, Ellevest, UBS Wealth Management, RBC Capital Markets, and Merrill. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional investors. The firm employs a combination of asset-allocation modeling and third-party independent managers, utilizing both active and passive strategies across public and private asset classes.