Scott Plamondon is a financial advisor at Beacon Pointe Advisors, LLC with 30 years of industry experience. He holds the ChFC® and Series 63 credentials. Prior to his current role, he worked at The Leaders Group Inc and Comprehensive Brokerage. Outside of his advisory work, he is involved in insurance services as an owner and vice president at Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, offering discretionary wealth management, financial planning, retirement plan consulting, and outsourced CIO solutions. The firm uses a manager-focused investment approach with a formal due-diligence process and sponsors proprietary investment vehicles, including private funds and a registered interval fund.

Lauren Meixel is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. She has been with Beacon Pointe Advisors and its predecessor entities continuously since 2016. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Paul Avila is a financial advisor at J. W. Cole Advisors, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial, LLC, and Independent Financial Group prior to joining J.W. Cole Advisors. He is also involved in fixed and health insurance activities. J.W. Cole Advisors serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, including access to third-party investment managers and multiple managed account solutions.

Bernard Mc Gloin is a CFA® charterholder with two years of industry experience. He has worked at Beacon Pointe Advisors, LLC since 2023 and previously spent 20 years at BNY Mellon Wealth Management. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm focuses on asset allocation using third-party independent managers selected through a structured due-diligence process and offers services including discretionary wealth management, financial planning, and retirement plan consulting.

James Dewhurst is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs 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 individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support through integrated strategies and affiliated managers.

Christopher Carlsen is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs in 2024, he worked at Morgan Stanley and has held positions outside the financial industry, including roles at In N Out Burger and Ashton Carter for C&L Refrigeration. Goldman Sachs Wealth Services provides financial planning and investment management to a diverse client base, including high-net-worth individuals 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.

Nafeng Hioe is a financial advisor at Transamerica Financial Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Aetna and World Financial Group, among other roles. Outside of his advisory work, he serves as CFO of Destiny Builders 8, LLC. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party investment platforms, providing discretionary and non-discretionary portfolio management options.

Joy Dutmers is a financial advisor with Principal Financial Services based in Orange, CA, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has been with Principal Financial Group since 1998 and Principal Securities Inc. since 2016. Dutmers also serves as a bank/trust officer for Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple business areas. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Tyler Merrill is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. Prior to joining Creative Planning, he worked at Raymond James and held positions at the University of California, Irvine, among other roles. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm emphasizes a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Vinit Madan is a financial advisor at Farther with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, Pacific Rim Capital, 20/20 Capital Management, and Prime Capital Investment Advisors. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income.

Michael Thai is a Series 66-credentialed financial advisor with 23 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021, following a 19-year tenure at The AYCO Company, L.P. He is based in Newport Beach, CA. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models, manager selection, and advanced analytics to tailor solutions across multiple platforms, leveraging capabilities across the broader Goldman Sachs ecosystem.

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.