Tracy Jackson is a CFP® with 32 years of industry experience, currently serving at Mercer Global Advisors Inc. He previously worked at Jackson Financial Management for 25 years before joining Mercer. Outside of his advisory role, he owns a woodworking business that produces and sells handmade pens. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments, offering investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a variety of programs and integrated affiliated services.

Thomas Selbo is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously worked at Landmark Wealth Management Group, Purshe Kaplan Sterling Investments, and Thrivent Financial for Lutherans. He is also involved with Beacon Pointe Insurance Services, LLC as an insurance agent. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced CIO solutions to individuals, corporations, and institutional clients. The firm uses a selective manager approach combined with active and passive strategies across public and private markets and offers proprietary private funds and specialized interval funds.

Jessica Perez is a Series 66–licensed financial advisor with seven years of industry experience. She is currently with Goldman Sachs Wealth Services, where she has worked since 2021. Prior to this, she held positions at The Ayco Company, L.P./Mercer Allied and Stearns Lending, LLC, and also has experience in academia at the University of Redlands. 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 uses tailored allocation models and offers a range of services such as Private Family Office programs and Specialized Executive Wealth solutions, supported by proprietary analytics and integration with Goldman Sachs affiliates.

Kenneth Donnelly is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and 28 years of industry experience. His career includes prior roles at National Planning Corporation and a break in employment between 2017 and 2018. He serves on the board of directors for the Joyful Child Foundation, a charity organization. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm emphasizes a strategic asset allocation approach and manages risk-based mutual fund portfolios, while also delivering education and support services to plan sponsors and participants.

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.

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 financial advisor at Centaurus Financial, Inc. with 13 years of industry experience. He holds the Series 66 designation and previously worked at Axa Advisors, LLC from 2012 to 2018. Outside of his advisory role, he is president of StrandLife Wealth Management and conducts estate planning workshops focused on trust education and probate avoidance. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management, and retirement-plan consulting through both discretionary and non-discretionary arrangements, utilizing a blend of fundamental and technical analysis.

Elise Orton is a financial advisor at Corient with a Series 65 designation and two years of industry experience. She previously worked at Brighton Jones and Gallagher, and has additional experience outside finance, including time at Oasis Salon and Spa. 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 employs a goals-based, team investment approach utilizing both in-house strategies and third-party managers, with continuous portfolio monitoring and risk management.

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.

Guillermo Sotelo Baizan is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley. His background also includes roles at Walnut Village Orange County Retirement Community, California State University Long Beach, Orange Coast College, and Villa Valencia Healthcare Center. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, providing customized solutions for high-net-worth and ultra-high-net-worth clients.

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® with 13 years of industry experience and currently advises clients at Mercer Global Advisors Inc. in Newport Beach, CA. Her career includes prior roles at Mutual Securities, Inc., CETERA Advisor Networks LLC, and Argosy Wealth Management. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, and non-profits by offering investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment strategy using low-cost ETFs, index funds, and other vehicles, and provides specialized services such as retirement plan consulting and charitable advisory.

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.

Danova Chow is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 designations and bringing 35 years of industry experience. Her prior roles include positions at Infinex Investments, Inc., CUSO Financial Services, LP, and Wescom Financial Services. OSAIC Institutions, Inc. is an SEC-registered adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with a mix of discretionary and non-discretionary accounts.

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® with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. His prior experience includes roles at Charles Schwab & Co., Coldstream Wealth Management, Goldman Sachs, and AYCO/Mercer Allied, as well as positions at multiple University of California campuses. He also served six years in the Army Reserves. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering annual reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal unit within Charles Schwab, using proprietary research and models while leaving final investment decisions to clients.