Austin Cassidy is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe, he worked at Vanguard and UPMC, and he also holds a role as an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base, including individual investors, corporations, pension plans, and other institutional clients. The firm integrates asset-allocation modeling with third-party independent managers and offers both active and passive investment strategies across public and private asset classes.

Jonathan Mayol is a financial advisor with Goldman Sachs Wealth Services, holding Series 66 and Series 63 licenses and 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. He is based in Newport Beach, California. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, plan sponsors, and institutions. The firm offers financial planning, portfolio management, and specialized programs, leveraging strategic allocation models and a range of implementation platforms integrated within the broader Goldman Sachs ecosystem.

Adam Heapy is an advisor at NewEdge Advisors with a Series 65 credential and less than one year of industry experience. His prior work includes roles outside the financial sector, such as managing Acapulco Mexican Restaurant and Bar and positions in the automotive and food service industries. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting.

Richard Means is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 63 designation and over 43 years of industry experience. Prior to joining Centaurus Financial in 2019, he worked at Hornor, Townsend & Kent, Inc. and Penn Mutual Life Insurance Company for more than four decades. In addition to his advisory role, he serves as President of CRMA Insurance & Financial Services, focusing on fixed insurance products, and provides financial review services for Anaheim Rod & Custom, Inc. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and institutions, offering financial planning, portfolio management, and retirement-plan consulting through a variety of discretionary and non-discretionary arrangements. The firm employs a range of investment analyses and supports specialized services such as advisory management of annuity and variable life sub-accounts.

Robert Panetti is a CFA® charterholder with 28 years of industry experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having previously worked at Blackrock Investments, Inc. Panetti is a managing member of Patient Capital LLC, a personal loan business. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting through a designated Private Advisor model and access to alternative and private investments.

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.

Seyed Ahmad Hashemian is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has been with Centaurus Financial since 2009 and has operated Capital Aspects since 1987. Outside of his advisory work, he serves on the board of the Brookhollow Office Park Association. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, and retirement-plan consulting, using a combination of fundamental and technical analysis across discretionary and non-discretionary arrangements.

Kevin Lee is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 19 years of industry experience. He has been with Centaurus Financial since 2017, following a one-year tenure at Newport Coast Securities. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

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.

Marc Linsky is a CFP® with 40 years of experience in the financial services industry. He is currently with Centaurus Financial, Inc., where he has worked since 2022. His prior experience includes roles at Concourse Financial Group Securities, ProEquities, and Concorde Asset Management. Outside of his advisory work, he is president of E Street Financial, a non-investment-related entity used for branding purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management, employing a variety of analytical approaches and specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

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® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She has been with Mercer since 2018 and previously worked at Provant Health Solutions LLC. Mercer Global Advisors provides investment advisory services and comprehensive financial planning to individuals, families, small business owners, and institutional clients such as foundations and non-profits. The firm employs a globally diversified investment approach based on Modern Portfolio Theory and offers a range of portfolio solutions, education programs, and integrated service lines.

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 with Rockefeller Financial LLC based in Los Angeles, CA. He holds a Series 66 designation and has two years of industry experience. Prior to joining Rockefeller Capital LLC in 2021, he worked at Thomson Reuters for eleven years and was involved with Dixie's on Grand for twenty-five years. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and is noted for its institutional ownership structure and its role as a distributor and placement agent for private funds under the Rockefeller Global Family Office 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 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both Stratos Wealth Partners and LPL Financial since 2014. Outside of his advisory role, he provides administrative support to Stratos Wealth Partners. Stratos Wealth Partners offers advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm employs an open-architecture investment platform and utilizes a range of affiliated and third-party sub-advisors to deliver tailored portfolio management and financial planning solutions.

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.