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.

Abel Kan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and previously held roles at Health Net Insurance Company and Debtmerica, LLC. Kan is also involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach with third-party managers and digital platforms, managing regulatory assets of about $1.7 billion.

Gary Smith is a financial advisor with Transamerica Financial Advisors who holds the ChFC® and Series 63 designations and has 27 years of industry experience. He has been with Transamerica Financial Advisors since 2016 and is involved in several other business activities including real estate sales, tax preparation, and estate planning services. Smith also works as a tanker driver and operates an insurance agency that has been active since 1986. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network using model portfolios and third-party managers, with approximately $1.7 billion in regulatory assets under management.

Christina Hung is a CFP® professional with 13 years of industry experience, currently serving at Mercer Global Advisors Inc. She has held roles at the firm since 2020 and previously worked at Mutual Securities, Inc., CETERA Advisor Networks LLC, and Argosy Wealth Management. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by offering investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other vehicles, while also providing specialized consulting and educational initiatives.

Jesse Espinoza Jr. is a financial advisor at Creative Planning in Irvine, CA, holding the Series 66 designation with 23 years of industry experience. He has been with Creative Planning since 2016. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that integrates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets through over 1,100 advisors.

Ted Ngo is a financial advisor with Eagle Strategies (NY Life) based in Newport Beach, CA, holding CFP® and Series 63 designations and bringing 25 years of industry experience. He has been affiliated with Eagle Strategies since 2009 and New York Life Insurance since 2004. Ngo also operates Ted Ngo and Associates Insurance & Financial Services, focusing on insurance product sales and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types, emphasizes tailored recommendations, and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Tyler Smith is a CFP® and Series 65 licensed advisor at Mercer Global Advisors Inc. with 11 years of industry experience. He previously worked at Navigoe, LLC before joining Mercer Global Advisors, where he has been since 2018. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm utilizes a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options including ETFs, mutual funds, separate accounts, and private funds.

James Davenport is a financial advisor at Beacon Pointe Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked within various Beacon Pointe entities since 2014. In addition to his advisory role, he is a licensed insurance agent involved in the sale of life and health insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a manager-driven investment approach with proprietary due diligence and sponsors several private funds and a registered interval fund.

Jerome Jostak is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 28 years of industry experience and has worked at Transamerica Financial Advisors since 2012. In addition to his advisory role, he manages small projects as an R&D Project Manager at ICU Medical, Inc. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services with proprietary and third-party investment models, supporting both discretionary and non-discretionary program choices.

Aaron Tucker is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. in Irvine, CA. His career includes roles at Goldman Sachs, Coldstream Wealth Management, and Charles Schwab & Co., Inc., along with service in the Army Reserves from 2012 to 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and Charles Schwab & Co.-referred clients. The firm employs asset-allocation models and internal research tools to deliver tailored recommendations, focusing on client authorization for trades and utilizing separately managed accounts.

Ryan Murphy is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Churchill Management Group for 19 years and Charles Schwab for 7 years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Pejimmy Faragalla is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent eight years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Yevgeniy Vitebskiy is a financial advisor at Eagle Strategies (NY Life) with 14 years of industry experience. He holds the Series 63 and Series 65 registrations and has been affiliated with New York Life Insurance Company and its related entities since 2011. He also operates under the DBA Axiom Financial & Insurance Solutions, brokering non-registered insurance products alongside his advisory role. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice across multiple program types and manages a substantial majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Randall Allen is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 27 years of industry experience. He holds the Series 66 designation and has been with Kayne Anderson Rudnick since 2014. The firm provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, insurers, banks, family offices, endowments, RIAs, and high-net-worth individuals. Kayne Anderson Rudnick emphasizes fundamental company-level research with proprietary governance and sustainability assessments and offers a broad range of active equity and fixed-income strategies across various market capitalizations.

William Schellenberg is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill, where he worked for 11 and 25 years respectively. Outside of his advisory work, he serves as Golf Committee Chairman on the Board of Directors at Mission Viejo Country Club and is an officer and director at Auric Capital Partners. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports over 400 independent advisors who offer various management approaches and financial planning services through a range of platforms and affiliated firms.