David Hopkins is a financial advisor at Beacon Pointe Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Beacon Pointe Advisors since 2010. In addition to his advisory role, he is a licensed insurance agent involved in the sale of life and accident/health insurance products through 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 a proprietary Focus List and quantitative and qualitative due diligence to select third-party investment managers.

Brendan Archibald is a CFP®-credentialed financial advisor with 10 years of industry experience, currently with Mercer Global Advisors Inc. He has previously worked at Empower Advisory Group, Personal Capital Advisors, E*Trade, and Morgan Stanley. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified portfolios with low-cost ETFs, separate account managers, and tax-managed options.

Jason Chuang is a CFP® with one year of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at BNY Wealth for four years and Globalink Securities, Inc. for one year. His background also includes roles outside the financial industry at the University of California, Riverside and Arcadia High School. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, tax-loss harvesting, and selective private market investments, managing approximately $295.6 billion in client assets.

William Blanke Jr. is a financial advisor at Hightower Advisors with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Hightower Securities, LLC since 2014. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s approach incorporates manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with services that include discretionary portfolio management, financial planning, and retirement plan consulting.

David Le is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC in Newport Beach, CA. He has been with Beacon Pointe Advisors continuously since 2014. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) solutions to individual investors, corporations, and institutional clients. The firm utilizes a combination of proprietary asset-allocation modeling and third-party independent managers across active and passive strategies in public and private markets.

Daniel Bickel is a financial advisor at Corient with a Series 65 credential and three years of industry experience. His prior roles include positions at Cost Segregation Authority and Captrust, as well as service with The Church of Jesus Christ of Latter Day Saints. Bickel is based in Newport Beach, California. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions and uses risk management tools and stress testing to align portfolio exposures with client objectives.

John Conners is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following a seven-year tenure 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 individuals, high-net-worth households, corporations, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, leveraging integrated capabilities across its affiliated entities.

Jasmita Patel is a financial advisor with Eagle Strategies (NY Life) in Tustin, CA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has concurrently worked with multiple firms, including JJP Insurance Services and Axiom Financial & Insurance Solutions, both of which operate broker-dealer activities related to insurance products. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis, primarily working with defined contribution and defined benefit plans as well as charitable and corporate clients.

Charles Duncan is a CFP®, ChFC®, and holds a Series 66 license with 37 years of industry experience. He is currently a financial advisor at Beacon Pointe Advisors, LLC in Newport Beach, CA, having previously worked at Purshe Kaplan Sterling Investments, Securities America Advisors, and operated his own firms including Duncan Investment Advisors, Inc. and Duncan Financial. In addition to advising, he serves as an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and charitable organizations. The firm focuses on discretionary wealth management and outsourced CIO solutions, implementing strategies through third-party independent managers selected via a formal due-diligence process.

Roger Shaar is a financial advisor at Goldman Sachs Wealth Services with 28 years of industry experience. He holds a Series 66 designation and previously worked for The AYCO Company, L.P./Mercer Allied for 24 years before joining Goldman Sachs in 2021. Outside of his advisory role, he performs as a band member with Pacific Fallout, a music group based in Irvine, CA. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm uses centralized investment resources and tailored strategies, providing services through both direct and partner programs within a large integrated financial group.

Connor Mc Guire is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 designation and one year of industry experience. His prior work includes positions at the University of California Irvine and Nekter Juice Bar. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) services to individual investors, corporations, pension and profit-sharing plans, and other institutional clients. The firm’s investment approach combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Keith Halabuda is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following seven years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a broad range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and affiliated teams to deliver tailored offerings such as Executive Wealth, Personal Wealth, and Private Family Office support.

Renu Sidgal is a financial advisor with Transamerica Financial Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior work includes roles at Synoptek and First American Title Insurance Co., and she has experience in business intelligence architecture and insurance product sales. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to charitable organizations, offering a mix of advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary options.

Madison Evans is a financial advisor at Hightower Advisors with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Hightower, Madison held roles at multiple companies, including Agri-Stor Companies and Threads USA. Hightower Advisors serves a diverse client base that includes individuals, institutions, and pooled investment vehicles, offering portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a range of investment vehicles.

John Keeney is a financial advisor with Beacon Pointe Advisors, LLC in Newport Beach, CA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously led Keeney Financial Group Inc. for nine years and has been affiliated with Beacon Pointe in various capacities since 2024. In addition to his advisory role, Keeney is also an agent at Beacon Pointe Insurance Services, LLC, focusing on the sale of insurance products. Beacon Pointe Advisors, LLC serves a broad client base including individual investors, corporations, and institutional clients, offering wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions. The firm combines proprietary asset-allocation modeling with third-party independent managers across active and passive strategies, and acts as general partner for proprietary private funds while providing comprehensive portfolio management and reporting services.

Kevin Wiest is a financial advisor with Integrated Wealth Concepts LLC in Irvine, CA, holding two years of industry experience. Prior to joining Integrated Wealth Concepts, he worked for Windes Inc., a CPA firm where he is a partner, and spent 20 years at Wright, Ford, Young & Co. 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 portfolio construction primarily using mutual funds, ETFs, individual equities, and fixed income with a primarily long-term investment approach.

Jonathan Reilly is a financial advisor with VOYA Financial Advisors, Inc. in Irvine, CA, holding Series 63 and 66 licenses and has 34 years of industry experience. He has been with VOYA Financial Advisors since 2014 and also serves on the finance committee of the California Council on Economic Education, a nonprofit focused on personal finance and economics education. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients, offering financial planning, portfolio management, and plan-sponsor consulting through various program structures. The firm primarily provides non-discretionary advice and operates as both an SEC-registered investment adviser and broker-dealer.

Winston Ventura is a financial advisor at Creative Planning with 12 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Cetera Wealth Services, Sageview Advisory Group, Triad Advisors, Resources Investment Advisors, Independent Financial Partners, and LPL Financial. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets, employing a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and comprehensive retirement plan services.

Brett Nilsson is a financial advisor at Creative Planning with a Series 65 credential and four years of industry experience. His prior roles include positions at flexPATH Strategies and NFP Retirement. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by tactical approaches and a range of retirement plan services.

Erica Berger is a financial advisor at Cresset Asset Management, LLC with six years of industry experience. She holds a Series 65 designation and previously worked at Knightsbridge Wealth Management and Buffalo Capital Corporation. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach using both active and passive strategies, supported by a structured due-diligence program and a range of affiliated entities offering specialized advisory and family office services.