Sean Latimer is a financial advisor with Hightower Advisors who holds the Series 66 designation and has 11 years of industry experience. He has worked at Hightower Securities LLC and Hightower Advisors LLC since 2019, and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2019. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and various investment vehicles including mutual funds, ETFs, and alternative investments.

Derek Newcomer is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2012. He holds a Series 65 license and is based in Newport Beach, CA. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a proprietary “Focus List” of third-party independent managers and a formal due-diligence process for manager selection and monitoring. The firm offers discretionary wealth management, retirement plan consulting, outsourced CIO solutions, and sponsors proprietary investment vehicles, including private funds and a registered interval fund.

Andy Nguyen is a financial advisor with Fifth Third Securities, Inc. based in Costa Mesa, CA, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at Ameriprise, Comerica Securities, and Wells Fargo, covering both brokerage and banking functions. Nguyen is also involved in independent insurance brokering with John Hancock Financial and participates in a cash management platform for corporate and institutional clients. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage channels, offering multiple program types on the Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and combines services including mutual funds, ETFs, SMA strategies, and direct indexing with various managed account solutions.

Joseph Azzopardi is a CFP® professional with 17 years of industry experience, currently advising at Mariner. His previous roles include positions at Financial Engines Advisors L.L.C., Edelman Financial Services, EF Legacy Securities, Golden State Wealth Management, and LPL Financial. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm offers customized discretionary portfolios supported by an internal management team and third-party managers, along with integrated tax and accounting services uncommon among firms of its size.

Liliana Sobaszek is a CFP® with three years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC in Newport Beach, CA. Her prior work history includes roles both within Beacon Pointe Advisors and outside the financial sector, including employment at Maki Yaki and Mimi's Cafe. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, pension plans, and institutional clients. The firm integrates proprietary asset-allocation modeling with third-party independent managers and employs a range of active and passive investment strategies across public and private markets.

Tommy Tran is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering a variety of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing capabilities alongside specialized roles such as swap dealing and futures commission merchant activities.

Jay Smith is a financial advisor with Eagle Strategies (NY Life) based in Lake Forest, CA, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has worked at Eagle Strategies since 2019 and has been affiliated with NYLIFE Securities LLC and Burton Financial & Insurance Services since 2013 and 2012, respectively. Outside of his advisory work, he serves as a board member and treasurer for Dana Point Youth Baseball, a local youth baseball league. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, working with a wide range of retirement investors and institutional sponsors.

Cynthia Leberthon is a financial advisor at Integrated Wealth Concepts LLC with two years of experience in the industry. She has previously worked at Wright Ford and Young & Co for eight years and LTSP Inc for fifteen years. She also serves as a senior audit partner at the CPA firm Wright Ford Young, a role unrelated to her investment advisory activities. 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, emphasizing customized portfolios and a long-term investment approach.

Andrew Gordon is a financial advisor with Centaurus Financial, Inc. in Lake Forest, CA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Centaurus Financial since 1997. Outside of his advisory role, he operates a sole proprietorship involved in sales of health and dental insurance. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services through its CLASSIC Plus platform, employing both discretionary and non-discretionary arrangements with various analytical approaches and third-party manager options.

Kevin King is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and spent 33 years at The AYCO Company, L.P./Mercer Allied prior to that. 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 employs strategic and tactical allocation models and offers a range of services such as Private Family Office and Specialized Executive Wealth programs, supported by integrated resources across the Goldman Sachs platform.

Elisha Torrance is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Irvine, CA. Their prior experience includes roles at JP Morgan Chase Bank, Columbia Private Bank, Morgan Stanley, and Merrill. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm utilizes Schwab’s proprietary asset-allocation models and research tools to offer tailored recommendations, while trades require client authorization.

Stephen Bennett is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Citigroup since 2019, following nine years at JP Morgan Securities LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

Andrew Chan is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds the Series 66 designation and has worked previously at JP Morgan Securities, JP Morgan Chase Bank, Bank of America, and Merrill Lynch. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm utilizes multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, supported by internal standards and oversight committees to select and monitor managers.

Nesrin Guner Mann is a financial advisor at Independent Financial Group, LLC with one year of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Independent Financial Group, she worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management using various platforms and third-party asset managers, employing a mix of passive and active investment strategies across different risk profiles.

Metro Malasavage IV is a CERTIFIED FINANCIAL PLANNER™ professional at Mariner with six years of industry experience. He has previously worked at Beacon Pointe Advisors, Mass Mutual Arizona, and Financial Management Network. Mariner serves a broad range of clients including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers and offers integrated tax, accounting, and administrative CFO services alongside traditional portfolio management.

Joshua Hernandez is a financial advisor with Transamerica Financial Advisors in Orange, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved in several entrepreneurial ventures focused on marketing, training, consulting, and estate planning document services. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, employing a mix of proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Darin Tuttle is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Corient. His prior roles include positions at Martinsen Wealth Management, Pacific Capital Wealth Advisors, KeatsConnelly LLC, and Vanguard Marketing Corporation. Outside of his advisory work, he is a program manager for TuttleNumbNow, a dental education company coordinating programs nationwide. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that integrates in-house strategies with third-party managers and customized asset allocation. The firm offers specialized services through affiliates and maintains private fund capabilities and related platforms.

Michael Fahim is a financial advisor with GWN Securities Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with GWN Securities since 2004 and has concurrently worked with Educators Retirement Services since 1989. Outside of advisory work, he is involved in selling fixed life insurance products. GWN Securities serves individual and corporate clients through various managed account programs, financial planning, and third-party manager introductions. The firm combines model-based portfolio management with discretionary strategies and incorporates tactical market-timing and momentum approaches in certain legacy programs.

Katherine Neil is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. She is also a partner at Windes, Inc., a CPA firm. Her prior experience includes seven years at Armanino LLP and 23 years at Bolar Hirsh & Jennings LLP. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term approach with customized portfolios constructed from mutual funds, ETFs, individual equities, and fixed income.

Yan Lan is a financial advisor at Citigroup Global Markets with four years of industry experience. Yan previously worked at JP Morgan Securities LLC and Northwestern Mutual Investment Services, among other firms. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, combining large institutional scale with specialized market roles and arrangements.