Kevin Shah is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and seven years of industry experience. He has held roles at several firms including LPL Financial, Provence Wealth Management Group, and Revant Wealth Management. Shah also serves as a lecturer for the University of California, Irvine's Department of Continuing Education and operates KSHAH Consulting LLC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering asset management, financial planning, and retirement plan consulting. The firm employs a network model with numerous advisory representatives who utilize discretionary and non-discretionary management strategies supported by various analytical techniques and technology platforms.

Michael Oliver is a financial advisor with Primerica Advisors who holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 20 years of industry experience, including multiple roles at Park Avenue Securities and Guardian Life Insurance Company. He serves as a board member for the June Lake Fire Department. Park Avenue Securities LLC serves a broad retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and business consulting. The firm manages approximately $15 billion in regulatory assets and supports a range of investment strategies through discretionary and non-discretionary accounts.

Na Li is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds the Series 66 designation and has worked at Citigroup since 2019, including a prior role at Citibank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and involvement in derivatives and futures services.

Joseph Colianni Jr. is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation. He joined the firm in 2025 and has prior experience at Robert Baird & Co. and various roles outside the financial industry, including positions at the American University of Rome and community organizations. Goldman Sachs Wealth Services provides financial planning and investment management to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Jared Walker is a financial advisor at Hightower Advisors in Newport Beach, CA, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Hightower Securities LLC, Mammoth Wealth Management, Mammoth Mountain LLC, and LPL Financial. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering solutions that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager approaches, utilizing both affiliated and third-party managers, and employs proprietary research and portfolio construction techniques covering various investment vehicles.

Thomas Kim is an advisor with Integrated Wealth Concepts LLC in Irvine, CA. He has been with the firm since 2026 and has over 22 years of experience in accounting with Wright Ford & Young, CPA. 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 offers discretionary investment management, financial planning, and family office services, utilizing customized portfolios that combine mutual funds, ETFs, equities, and fixed income with both long-term and tactical approaches.

Nicolae Cristea is a CFA® charterholder at Corient with seven years of experience at the firm, following a prior eight-year tenure at Pacific Alternative Management Company. He also manages Oomka Solar, LLC, a solar power generation business. Corient offers investment advisory and financial planning services to a wide range of clients, utilizing a goals-based, team investment approach that integrates in-house strategies with third-party solutions and specialized private fund platforms.

Dale Hancock is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Team Advisors Group and Cetera ADVISORS LLC and has operated tax preparation and insurance services businesses under Legacy Financial and other entities. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its asset allocation portfolios. The firm employs a strategic asset allocation framework with risk-based mutual fund portfolios and delivers education and support services including seminars and personalized retirement planning.

Victoria Wang is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. Her prior work includes ten years at First Financial Equity Corporation and roles at LPL Financial LLC and Mariner Independent Advisor Network, LLC. She serves as Treasurer on the board of Soroptimist International of Long Beach. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, utilizing multiple investment strategies and technology platforms to implement advice, often through third-party managers and TAMPs.

Mathew Lee is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 17 years of industry experience. He has worked with Ayco/Goldman Sachs & Co. LLC since 2018 and previously spent 13 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 utilizes centralized investment resources and offers integrated services through a large financial group with specialized programs such as Executive Wealth and Private Family Office support.

Juan Guzman is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 17 years of industry experience. He worked at Wells Fargo Bank NA from 2005 to 2021 before joining Citigroup in 2021. Outside of his advisory role, Guzman owns a residential landscaping business in Westminster, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique institutional roles such as operating as a swap dealer and futures commission merchant.

Mark Phillips is a CFP® with 26 years of industry experience, currently serving at Farther since 2026. His prior roles include positions at Clearview Wealth Management, Commonwealth Financial Network, and Ameriprise. He is involved in community outreach through the Financial Planning Association of Orange County. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates via a web and mobile platform combined with in-person meetings. The firm uses a Modern Portfolio Theory-based approach with proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income to manage client assets.

Matthew Macdonald is a CFA® charterholder with 22 years of experience in the financial industry. He is currently an advisor at Beacon Pointe Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Wells Fargo Bank and Wells Fargo Clearing from 2018 to 2021, as well as over a decade at Deutsche Bank AG in Hong Kong. Beacon Pointe Advisors provides investment advisory and consulting services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach, utilizing proprietary due diligence processes and third-party platforms to implement client strategies.

Deborah Kirste is a CFA® charterholder with 23 years of industry experience. She currently works at Independent Financial Partners and previously spent 12 years at LPL Financial. Outside of her advisory work, she is involved as an owner of a limited partnership managing an apartment building in Laguna Niguel. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, and is known for its formal retirement-plan advisory and pension consulting services.

John Baxman is a CFP® with 23 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously worked for Litman Gregory Asset Management, LLC for 17 years. Baxman serves as President and Investment Adviser Representative for Litman Gregory Wealth Management, overseeing the transition of its advisory business following an acquisition. 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 individuals, corporations, pension and profit-sharing plans, and other institutional clients. The firm employs a combined asset-allocation modeling approach with third-party independent managers and offers both active and passive investment strategies across public and private asset classes.

Colin Rowe is a financial advisor at Beacon Pointe Advisors, LLC with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Beacon Pointe in 2025, he worked at Charles Schwab for three years. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with selected third-party independent managers across active and passive strategies and also serves as general partner for proprietary private funds.

Robert Henderson II is a financial advisor with Integrated Wealth Concepts LLC in Irvine, CA, holding two years of industry experience. He is also a partner at Windes Inc, a CPA practice, where he has worked since 2013. Integrated Wealth Concepts serves a broad client base including 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 services, and sponsors wrap-fee programs, employing a long-term investment approach with customized portfolios that include mutual funds, ETFs, individual equities, and fixed income.

Lisa Goodman is a financial advisor at Mercer Global Advisors Inc. in Newport Beach, CA, holding Series 63 and Series 65 licenses with 23 years of industry experience. Her prior work includes positions at Brandes Investment Partners, Alps Distributors, and Reilly Financial Advisors. Mercer Global Advisors serves individuals, families, small business owners, and institutional clients, offering investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing a variety of low-cost funds and specialized programs.

Marie St. Clare is a CFP® and holds a Series 65 license with five years of industry experience. She currently works at Beacon Pointe Advisors, LLC and has previously been with Sensible Financial Planning And Management, LLC. Prior to her financial career, she worked as a family nanny and attended Wellesley College. Beacon Pointe Advisors, LLC provides wealth advisory and consulting services to individual investors, corporations, pension and profit-sharing plans, and other institutional clients. The firm combines asset-allocation modeling with third-party independent managers and uses both active and passive investment strategies across public and private asset classes.

Brian Bors is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. His prior career includes roles at Fisher Investments, John Hancock, Bank of America, Merrill, and Charles Schwab. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, employing a diversified, risk-class based investment approach that blends passive and active strategies, with portfolio oversight by an internal Investment Committee.