Indya Yuill is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. She holds a Series 66 designation and has been with Beacon Pointe Advisors and its related entities since 2016. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

John Solik is a financial advisor at Hightower Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, Odeon Capital Group, Purshe Kaplan Sterling Investments, and Journey Strategic Wealth LLC. His outside business activities include serving as a private wealth manager at Journey Strategic Wealth and acting as an agent for fixed insurance products. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of portfolio construction strategies including mutual funds, ETFs, alternative investments, and custom indexing.

Simone Devenny is a financial advisor at Allworth Financial, L.P. with 11 years of industry experience and holds the Series 66 designation. She has worked at several firms including Morgan Stanley and Eaton Vance, and currently serves as co-trustee of the Miner Family Trust. Additionally, she is the managing member of Aset Advisors LLC, where she consults on the development of various retreats. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios combining model strategies and third-party sub-advisers, and is notable for its private investment vehicle ownership, specialized divisions, and affiliated broker-dealer and tax/accounting practices.

Jordan Greenhall is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and five years of industry experience. His prior roles include positions at The Ayco Company, NKSFB LLC, and various organizations outside finance such as the Israel Lacrosse Association and the Newport Beach Wine and Food Festival. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office services and Executive Wealth programs. The firm uses a combination of strategic and tactical allocation models and integrates resources across the broader Goldman Sachs ecosystem to deliver tailored investment solutions.

Thomas Demko is a financial advisor at Creative Planning with 12 years of industry experience. He holds a Series 66 designation and has worked at Bay Mutual Financial and Creative Planning Institutional Advisors prior to his current role. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure while managing approximately $295.6 billion in client assets.

Gregory Johnstone is a financial advisor with Centaurus Financial, Inc. in Irvine, CA, holding the CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including 24 years at Centaurus Financial and over 30 years running Johnstone & Associates. Outside of advising, he serves as president of KSWM Inc., an accounting and administrative entity. Centaurus Financial provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm’s investment approach combines fundamental and technical analysis with discretionary and non-discretionary management, offering specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Michael Phelps is a financial advisor at Corient with 22 years of industry experience. He holds a Series 66 designation and has been with various entities within Corient since 2015. He also serves as an individual trustee for a client of Corient. 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 corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and offers specialized services through affiliates such as family office and trustee services.

Greggory Cowan is a financial advisor at Beacon Pointe Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Capital Group for 11 years before joining Beacon Pointe Advisors. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual, corporate, pension, and institutional clients. The firm employs a combination of proprietary asset-allocation modeling and third-party independent managers, offering both active and passive strategies across public and private asset classes.

William Maniss is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Oppenheimer & Co. Inc since 2016. Oppenheimer serves a diverse client base, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides various advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and a range of investment products to tailor client solutions.

Robert Shier Jr. is a CFP®-certified financial advisor with 30 years of industry experience. He is associated with Cerity Partners LLC and has been working with HPM Partners Advisor Alliance LLC and HPM Partners LLC since 2012. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, estates, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Alan Bender is a financial advisor with SPC in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Parkland Securities since 2014 and has been associated with Precision Wealth Financial & Insurance Services since 2004. Outside of his advisory roles, he serves as president of Dynamis Wealth Solutions, LLC, which provides group health and life insurance products. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, employing both discretionary and nondiscretionary strategies tailored to client needs.

Matthew Henn is a financial advisor with Beacon Pointe Advisors, LLC in Newport Beach, CA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Capital Synergy Partners, CPS Insurance Services, and Questar Asset Management. Beacon Pointe Advisors provides wealth advisory, financial planning, and retirement-plan platform services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Mark Moehlman is a financial advisor with Beacon Pointe Advisors, LLC in Newport Beach, CA, holding Series 63 and Series 65 credentials and having 22 years of industry experience. He has been with Beacon Pointe Advisors and its predecessor entities since 2013. Moehlman is also president and sole owner of Wealth Management Corporation, a business management company. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, including charitable organizations, corporations, and retirement plans. The firm employs a manager-based investment approach using a proprietary “Focus List” and offers discretionary wealth management, financial planning, and outsourced CIO solutions.

Gina Seid is a CFP® with seven years of experience in the financial industry. She currently works at Creative Planning and has previously held roles at Morgan Stanley, Wells Fargo Clearing, First Republic, and Edward Jones. 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 emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Jordan Sandfer is a CFP® with two years of industry experience, currently advising at Hightower Advisors. His prior roles include positions at Financial Advisors Network, Inc., Insight Wealth Strategies, and co-founding Sandfer Fikert & Associates, LLP and Insight Accounting, LLP. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates affiliated and third-party managers across various investment vehicles. The firm serves clients with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with capabilities spanning domestic and international markets.

Benjamin Blokdyk is a CFP® with three years of industry experience, currently with Mariner Wealth Advisors. He previously worked at Beacon Pointe Investment Advisors and has been associated with the University of Southern California. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations by providing investment management, financial planning, retirement plan consulting, and tax services. The firm offers discretionary, customized portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and specialized financial wellness tools.

Gordon Hassenplug is a financial advisor at Corient with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several Corient-related entities since 2015. 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 uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and employs risk management tools and continuous portfolio monitoring.

Douglas Beaver is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He is also a partner at Windes Inc., a CPA firm. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, using customized portfolios with a primarily long-term approach and a variety of investment vehicles.

Brandi Palermo is a financial advisor at Kestra Advisory with 25 years of industry experience. She holds a Series 66 designation and has been with Kestra since 2008 in various capacities. Outside of her advisory role, she serves as a contractor providing a property and casualty license for pet insurance sales with Pawsome Pet Company and is a director at Financial Architects Partners. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, compliance testing, and investment advice, serving clients such as large institutional investors and sovereign wealth funds.

Marc Hsu is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including JP Morgan Securities LLC and Fidelity Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm offers point-in-time financial plans and managed account solutions integrated with Empower’s recordkeeping and administrative platforms.