James Mantosh is a CFP® and CFA® with nine years of industry experience. He has been with Creative Planning since 2017 and previously worked at Syverson Strege - VBHC from 2014 to 2017. Mantosh is based in Irvine, CA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning-led investment process centered on low-cost indexing and buy-and-hold strategies, supported by supplemental approaches such as direct indexing and tax-loss harvesting.

Scott Irribarra is a financial advisor at Stratos Wealth Partners, Ltd, holding a Series 66 license with one year of industry experience. His prior roles include positions at LPL Financial, LLC, AT&T, GameStop, and in the music industry. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an open-architecture investment approach and offers a range of services including discretionary portfolio management, financial planning, and outsourced CIO solutions.

James Yanelli is a financial advisor at Mariner with 29 years of industry experience and holds Series 63 and Series 65 licenses. His prior experience includes over a decade with Cambridge Investment Research. Outside of advisory work, he has been an independent insurance agent. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers and provides a wide range of strategies, including alternatives and digital assets, supported by integrated tax and accounting capabilities.

Austin Cassidy is a CFP® professional with two years of industry experience currently at Beacon Pointe Advisors, LLC in Newport Beach, CA. Before joining Beacon Pointe Advisors, he worked at Vanguard for five years and has held a position as an insurance agent with Beacon Pointe Insurance Services, LLC since 2024. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and offers active and passive strategies across public and private asset classes.

Jonathan Mayol is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously spent seven years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, institutional clients, and plan sponsors. The firm uses strategic allocation models and manager selections from dedicated internal groups, offering a range of fee arrangements and operational tools such as tax-aware techniques and proprietary analytics to tailor solutions to client needs.

Robert Panetti is a CFA® charterholder with 28 years of industry experience, currently serving at Rockefeller Financial LLC since 2021. He previously worked at BlackRock Investments, Inc. for 13 years. Panetti is also a managing member of Patient Capital LLC, a personal loan business. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and brokerage services through a Private Advisor model and a consolidated investment platform.

Gerald Larr is a financial advisor at Cerity Partners LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with HPM Partners Advisor Alliance LLC and HPM Partners LLC since 2012. He is based in Costa Mesa, California. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors, advising on approximately $126.9 billion in client assets. The firm offers a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, emphasizing customized, diversified portfolios and a combination of proprietary and third-party management.

Cindy Randolph is a CFP® professional at Beacon Pointe Advisors, LLC in Newport Beach, CA, with one year of industry experience. Her prior roles include four years at Gettleson, Witzer, & O'Connor and two years at Richardson Kontogouris Emerson, LLP. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm employs a combination of active and passive investment strategies and manages proprietary private funds alongside third-party independent managers.

Daniel Stampf is a CFP® with 25 years of experience in financial advisory. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Personal Capital Advisors Corporation and GWFS Equities, Inc. Outside of his advisory role, he is involved with NET LAW GROUP, LLC, a fintech company focused on estate planning and connecting clients with local in-state attorneys. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Trenton Jolly is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2019. Prior to that, he held positions at Wells Fargo Advisors and Stratis Risk Solution. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual and institutional clients. The firm utilizes both active and passive strategies across public and private asset classes and offers proprietary private funds and interval fund advisory services.

Caleb Patterson is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses. He has one year of industry experience, including his current role at Goldman Sachs & Co. LLC. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning and portfolio management supported by specialized programs and access to alternative investments. The firm utilizes strategic allocation models and a range of implementation options, integrating capabilities across the broader Goldman Sachs network.

Susan Evans is a CFP® professional with 11 years of industry experience. She currently works at Mercer Global Advisors Inc. and has previously held roles at Provant Health Solutions LLC, Fidelity, and Banc of America Investment Services, Inc. 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, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach focusing on globally diversified, risk-appropriate portfolios implemented through a variety of vehicles including low-cost ETFs, index funds, and separate account managers.

Janice Jim is a financial advisor at Goldman Sachs Wealth Services with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for The Ayco Company L.P./Mercer Allied for 22 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, 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.

Robert Lindell III is a financial advisor at Rockefeller Financial LLC with 3 years of industry experience. He holds a Series 66 designation and has worked previously at Rockefeller Capital LLC and Thomson Reuters. Outside of his advisory roles, he managed Dixie's on Grand for 25 years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth clients, as well as institutions, family offices, and corporations, providing portfolio management, financial planning, and investment banking services. The firm operates as both an investment advisor and registered broker-dealer, offering a range of discretionary and non-discretionary investment solutions through its consolidated platform.

Alec Viruet is a financial advisor at Bankers Life Advisory Services, Inc. holding a Series 66 designation with one year of industry experience. Prior to joining Bankers Life, he worked in various roles including positions at Fed HVAC and Rutgers University. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations aligned with clients’ goals and risk tolerances.

Natalia Kuchinic is a financial advisor at Goldman Sachs Wealth Services with Series 66 credentials and one year of industry experience. Her prior work includes roles at Synapse Services LLC, Houston's, and Goldman Sachs. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, corporate participants, executives, and institutional clients. The firm integrates multiple specialized teams and employs strategic allocation models and manager selections to tailor client portfolios, leveraging the broader Goldman Sachs network for expanded product access.

Thomas Papadopoulos is a financial advisor at Stratos Wealth Partners, Ltd. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stratos Wealth Partners and LPL Financial throughout his career. Papadopoulos also operates a business entity, Papadopoulos Incorporated, for tax and investment purposes. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management and financial planning through an open-architecture platform that integrates multiple third-party managers.

Kathleen Short is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 17 years of industry experience. She has been with Goldman Sachs since 2021 and previously worked at The Ayco Company, L.P./Mercer Allied from 2008 to 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including high-net-worth individuals and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, delivering tailored solutions across various client segments through an integrated financial group.

Mc Kay Hardy is a Financial Advisor at Merrill Lynch Wealth Management. He works to connect clients with the people, plans, and processes that best align with their unique ambitions. Mc Kay helps clients pursue personal goals such as funding education, planning for retirement and potential healthcare costs, and creating personalized plans to achieve long-term family objectives. His approach considers each client's individual perspectives and priorities, aiming to bring simplicity and transparency to the complexities of investing. Mc Kay holds a Bachelor's Degree from Utah Valley University and is a Personal Investment Advisor (PIA). His professional philosophy centers on connecting all aspects of a client's financial life to help prioritize and pursue the goals that matter most.

Ken Tsang is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., Wells Fargo Bank N.A., Elewish Inc., and Tristar Risk Management/Tristar Managed Care. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.