Lydia Dupont is a financial advisor at D.A. Davidson & Co. with 23 years of industry experience. She holds Series 66 and Series 63 licenses and has been with D.A. Davidson since 2016. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and incorporating both qualitative and quantitative analysis in its investment approach.

Brandon Bishop is a CFP®-certified financial advisor with seven years of industry experience, currently with Goldman Sachs Wealth Services. His prior roles include positions at Great Valley Advisor Group, LPL Financial, Bernicke Wealth Management, and Triad Advisors. 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 model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Debra Doe is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. She has held roles at Goldman Sachs & Co. LLC, The AYCO Company, L.P./Mercer Allied, Bank of America, Merrill, and Navy Federal Credit Union. Outside of her advisory work, she owns a metals recycling company and is involved in cosmetic product sales and food delivery services. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers customized financial planning and portfolio management supported by strategic allocation models and access to alternative investments, leveraging the broader Goldman Sachs ecosystem and a range of advisory platforms.

Benjamin Mckinney is a financial advisor with Integrated Wealth Concepts LLC in Irvine, CA, holding two years of industry experience. Prior to joining Integrated Wealth Concepts, he worked at Windes Inc., a CPA firm where he is a partner, and at HBLA. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm provides discretionary investment management, financial planning, family office, and retirement plan advisory services, offering customized portfolios that combine internal management with third-party asset managers.

Christopher Struckhoff is a CFP® and holds a Series 65 license, with six years of industry experience. He has been with Creative Planning since 2021 and previously worked at Lionheart Capital Management and Case Packaging Inc. Outside of his advisory role, he teaches CFP classes at the University of California, Irvine. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that combines low-cost indexing with supplemental strategies, supported by affiliated legal, trust, and recordkeeping services.

Ethan Matkin is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has previously worked at EP Wealth Advisors, Alpha Cubed Investments, MML Investors Services, and Mass Mutual Life Insurance Company. Matkin receives residual insurance commissions as passive income from prior insurance sales. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, utilizing low-cost index vehicles, multi-factor tilts, and tax management strategies.

Khashayar Emrani is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds a Series 66 designation and has worked at several major firms, including J.P. Morgan Securities, Bank of America, Merrill, and LPL Financial. His prior business activities include managing a real estate rental investment entity. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, providing a broad range of advisory, execution, and custody services.

Jennifer Haddad is a financial advisor with Integrated Wealth Concepts LLC and holds over two years of industry experience. She has concurrently served as an audit partner at Wright Ford Young & Co, a CPA firm, for 20 years. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a primarily long-term approach.

Monica Munoz is a CFP® professional with 12 years of experience in financial advising. She has been with Beacon Pointe Advisors, LLC since 2026 and previously worked for 19 years at Litman Gregory Wealth Management, where she also served as president and investment adviser representative during the transition following an acquisition. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual and institutional clients. The firm uses a combination of proprietary asset-allocation modeling and third-party independent managers to implement both active and passive strategies across multiple asset classes.

Kari Pel is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 licenses. She has 26 years of industry experience and has worked with United Planners since 2003. In addition to her advisory role, she owns Pel & Associates, a tax preparation, accounting, and bookkeeping firm. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, offering a mix of fee-based and commission-based financial planning, portfolio management, and brokerage solutions.

Michael Skillman is a financial advisor at Beacon Pointe Advisors, LLC with 25 years of industry experience. He holds Series 65 and Series 63 designations and has held previous roles at Faith Investor Services, LLC and Foreside Fund Services, LLC. His outside activities include serving as a board member at SMU Cox School of Business and holding multiple leadership roles on the board of Memorial Care Health System in California. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, 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 assets.

Allison Donecker is a financial advisor at Centaurus Financial, Inc. with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2014. Outside of her advisory role, she serves as President of Your Family Bank, a business focused on using whole life insurance strategies to help clients eliminate debt. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, and specialized services such as retirement-plan consulting and annuity account management, employing both discretionary and non-discretionary approaches.

Darryl Richardson is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 27 years of industry experience. He has worked at Goldman Sachs since 2021 and previously spent 23 years at 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 leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Jonathan Endo is a financial advisor at Cerity Partners LLC with 11 years of industry experience. He previously worked at First Foundation Advisors for eight years before joining Cerity Partners in 2024. He holds Series 63 and Series 65 licenses. Cerity Partners is an SEC-registered investment adviser serving a broad client base, including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers discretionary and non-discretionary investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Eric Salvio is a financial advisor with SPC based in Costa Mesa, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Parkland Securities, LLC since 2014. Outside of advising, he operates EBS Tax Services as an enrolled agent preparing individual and corporate tax returns and is an independent insurance agent for life, health, and annuities. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers.

Charles Kanoy is a ChFC® with 56 years of industry experience, currently serving as an advisor at J. W. Cole Advisors, Inc. since 2013. He has operated Kanoy Associates since 1974 and also works as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. Outside of his financial advisory work, he serves as board chairman for A. STEM Advancement Inc, a nonprofit focused on teaching STEM skills. J. W. Cole Advisors operates a large network of independent advisors offering fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm employs a mix of discretionary and non-discretionary strategies, including fundamental and technical analysis, model portfolios, and digital advice solutions.

Eric Davalos is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and eight years of industry experience. Prior to joining Sanctuary Advisors in 2025, he worked at Bank of America and Merrill from 2017 to 2025. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and employs both discretionary and non-discretionary strategies, supported by a large network of independent advisors and affiliated broker-dealer services.

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 with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has one year of industry experience. Prior to joining Stratos, he worked at LPL Financial and held positions at AT&T, Game Stop, and in the music industry. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers a range of advisor-managed and model portfolio solutions through an open-architecture platform, integrating third-party managers and providing diverse financial planning and retirement consulting services.

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.