Andrew Meyer is a CFP® and CFA® with 11 years of industry experience, currently serving at MAI Capital Management, LLC since 2015. He is based in Newport Beach, CA. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management strategies across equities, fixed income, ETFs, and private investments, integrating financial planning and tax services into client relationships.

Ramy Fahim is a financial advisor with GWN Securities Inc. in Irvine, CA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with GWN Securities since 2004 and concurrently serves as President of Retirement Plans Services Inc. Outside of his advisory work, he is also involved in real estate sales and mortgage loan origination. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager introductions. The firm employs a mix of affiliated and unaffiliated sub-advisers and incorporates both market-timing and momentum-based strategies in its portfolio management.

Jacob Salloum is a financial advisor at Hightower Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Hightower in 2025, he worked at MWA Financial Services Inc. and Modern Woodmen of America, among other roles spanning financial services and restaurant management. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.

Jacob Koller is a financial advisor at Corient with a Series 66 designation and three years of industry experience. Prior to joining Corient in 2025, he held positions at Agia and Valic Financial Advisors. He has also worked in roles related to healthcare and sports medicine at Zimmer Biomet and the University of Tennessee. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional entities. The firm employs a goals-based, team investment approach that combines proprietary strategies with third-party managers and incorporates advanced risk management tools.

Alex Nunes is a CFP® with 14 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2019. His prior experience includes roles at 20/20 Capital Management, 20/20 Financial Advisers LLC, and Ameritas Life Insurance Corp. He is also a licensed insurance agent involved with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and retirement plans. The firm employs a manager-of-managers approach, utilizing third-party independent managers selected through a formal due-diligence process, and sponsors proprietary investment vehicles including private funds and a registered interval fund.

Andrew Bautista is a financial advisor with Integrated Wealth Concepts LLC in Irvine, CA, holding two years of industry experience. He is also a partner at Wright, Ford, Young & Co, CPAs, where he has worked for over 26 years. 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, family office, and retirement plan advisory services, employing customized portfolios with a mix of mutual funds, ETFs, equities, and fixed income, and sponsors various wrap-fee programs.

Petra Chien is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, NA, as well as First Republic Investment Management, Inc., and First Bank Wealth Management. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a variety of implementation options and maintaining several affiliated service lines.

Sean Okeefe is a CFP® professional with 34 years of experience in the financial services industry. He has been with Stratos Wealth Partners, Ltd and LPL Financial since 2015. His background includes providing advisory services as an independent investment advisor and involvement in life insurance and fixed annuity products. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets for over 24,000 clients. The firm offers a range of advisor-managed and model portfolio services, utilizing an open-architecture approach that integrates multiple external platforms and third-party managers.

Paul Rand is a financial advisor at Hightower Advisors in Newport Beach, CA, holding a Series 66 designation with 25 years of industry experience. He has worked at HighTower Securities, LLC and Hightower Advisors since 2016. Rand is also 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 a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary management, financial planning, and retirement consulting, with capabilities in alternative investments, custom indexing, and cross-border investment strategies.

Cody Mutz is a Series 65-licensed advisor with CWM, LLC, based in Irvine, CA. He has one year of industry experience, including positions at Carson Wealth Management and prior roles outside the financial industry. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of over 600 advisors. The firm employs a discretionary investment approach using model portfolios overseen by an internal Investment Committee and offers a broad range of services including portfolio management, financial planning, and retirement plan solutions.

Graham Pierce is a financial advisor at Beacon Pointe Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Beacon Pointe Advisors since 2011. Pierce is also the Chief Executive Officer of Port Street Investments, LLC, where he is involved in sales, strategy, and marketing. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses a manager-focused investment approach, combining active and passive strategies with quantitative and qualitative due diligence, and offers services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Kevin Thomas is a financial advisor with Goldman Sachs Wealth Services based in Newport Beach, CA. He holds Series 65, Series 63, and Series 66 credentials and has six years of industry experience. Prior to joining Goldman Sachs in 2026, he worked at Altruist Financial LLC and The Vanguard Group, among other firms. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models and a broad range of affiliated resources across the Goldman Sachs ecosystem.

Jonathan Koester is a financial advisor with OSAIC Institutions, Inc. in Newport Beach, CA. He holds Series 65 and Series 63 licenses and has 15 years of industry experience. His prior firms include Raymond James and Associates, Inc., and K2 Capital Management, LLC. Outside of finance, he is a part-owner of FIX 24-7, a restoration company providing mitigation services such as water damage and mold remediation. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and employs a hybrid adviser/broker-dealer structure, providing clients access to discretionary and non-discretionary management, alternative investments, and lending solutions through a network of investment adviser representatives.

Taylor Salisbury is a financial advisor with LPL Financial based in Irvine, CA, holding a Series 66 designation and possessing 11 years of industry experience. He has been with LPL Financial since 2014 and is also involved with Stratos Wealth Partners, Ltd, where he provides administrative support. Additionally, he has connections to multiple related advisory entities including Rooted Advisory Group. LPL Financial offers advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Philip Hagopian is a financial advisor at Beacon Pointe Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Westmount Asset Management, Lido Advisors, Centaurus Financial, and Questar Capital Corporation. Based in Newport Beach, CA, his career includes roles spanning from 2013 to the present at a variety of advisory and financial services firms. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer (OCIO) services to a diverse client base including individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, using both active and passive strategies across public and private asset classes.

Tyler Brock is a Certified Financial Planner (CFP®) with 15 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2016. His work history includes roles within various Beacon Pointe entities, including Beacon Pointe Insurance Services, where he is a licensed insurance agent. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach, utilizing a proprietary “Focus List” and a formal due-diligence process to implement client strategies across multiple investment platforms.

Rachel Rieger is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential. She has been with Goldman Sachs since 2025 and has experience in various roles including positions at Clemson University and Ulta Beauty. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering tailored strategies supported by the firm’s integrated investment and advisory resources.

Ignatius D'anna is a CFP® and holds a Series 66 license with nine years of industry experience. He currently works at Mercer Global Advisors Inc. and has previous experience at BNY Mellon Wealth Management, Charles Schwab Bank, Charles Schwab, and Scottrade, Inc. Mercer Global Advisors provides investment advisory and related planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm uses a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a variety of implementation options, including ETFs, mutual funds, separate accounts, and direct indexing.

Gregory Taylor is a CFP® and CFA® with 11 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2020. Prior to this, he worked for five years at Mercer Global Advisors Inc. He is based in Newport Beach, CA. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Tzuhsuan Meng is a CFA® charterholder based in Newport Beach, CA, with over 18 years of experience in the financial industry. He joined Beacon Pointe Advisors, LLC in 2026 after an 18-year tenure at Wells Fargo. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm uses a combination of third-party independent managers, quantitative and qualitative due diligence, and proprietary investment vehicles to implement client strategies.