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.

Alpesh Patel is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 designations and 28 years of industry experience. He has worked at Rockefeller Capital Management since 2025, Rockefeller Financial LLC since 2021, and previously spent a decade at Bank of America and Merrill. Patel is also the owner of Navigator Holdings LLC, a cash-holding entity with no active operations. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking, organizing client relationships through a Private Advisor model and a consolidated investment platform.

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.

Adrian Gomez is a Series 65-licensed financial advisor with three years of industry experience, currently associated with Equity Services, Inc. He previously worked at The Walt Disney Company for nine years. In addition to his advisory role, Adrian is also involved in insurance sales and services through multiple entities. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, trusts, and charitable organizations. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Chance Wegner is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019. Prior to that, he was with The Ayco Company, L.P./Mercer Allied and Merrill Lynch. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs such as Private Family Office services and Financial Wellness, using strategic allocation models and a range of fee arrangements supported by tools like tax-aware techniques and proprietary analytics.

Ryan Freeman is a financial advisor with Primerica Advisors holding a Series 66 designation and two years of industry experience. His work history includes roles at Guardian Life Insurance Company and Park Avenue Securities. He is also involved in outside insurance sales on a limited basis. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes proprietary model portfolios and third-party managers, offering both discretionary and non-discretionary account management options.

Nancy Van Lanen is a financial advisor with Integrated Wealth Concepts LLC and holds a partner role at Wright Ford Young & Co, a CPA firm. She has six years of experience at Wright Ford Young & Co and has worked in the financial services industry for a total of eight years across multiple firms. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, 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, using customized portfolios and a long-term investment approach supplemented by shorter-term trades.

Christian Buccola is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Eagle Strategies since 2013 and has worked with New York Life Insurance Company and Nylife Securities Inc. since 2005. Outside of his advisory role, he is involved as a passive investor in cryptocurrency. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis while serving diverse client types including defined contribution and defined benefit plans.

Zane Drobenko is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. He has been with Goldman Sachs & Co. LLC since 2021 and has prior experience that includes roles at Imperial Waterpolo Club, Inc. Outside of finance, he has been involved with the Imperial Waterpolo Club. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, tailoring strategies through proprietary models and affiliated capabilities across the broader Goldman Sachs ecosystem.

Jesus Rodriguez is a CFA® charterholder based in Irvine, CA, with four years of industry experience. He is currently affiliated with CNR Securities, LLC and previously worked at Wells Fargo for five years. Rodriguez holds a Series 63 registration. RBC Rochdale, LLC serves a diverse client base including high net worth individuals, investment companies, and governmental entities. The firm employs an active, multi-strategy investment process that integrates quantitative and fundamental analysis across various asset classes, frequently collaborating with third-party sub-advisors to create customized portfolios.

Liam Rooney is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 credential and one year of industry experience. His prior work experience includes roles at Digital Mass, OSU Solutions, Frank Recruitment Group, and Denison University. Beacon Pointe Advisors serves a diverse client base including individual investors, corporations, and institutional clients, providing wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services. The firm employs a combination of active and passive strategies across public and private asset classes and offers proprietary private funds alongside comprehensive reporting and analytics.