Andrew Mc Farland is a financial advisor at TLG Advisors, Inc. with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior firms include Merrill and First Republic Investment Management, among others. Outside of his advisory role, he is involved in insurance sales and life insurance solutions through BKA Financial. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm combines fundamental analysis and Modern Portfolio Theory in its investment approach and offers services ranging from portfolio management to ERISA fiduciary services and a direct-to-consumer program called Starlight Portfolios.

Jeremy Amposta is a CFP®-certified financial advisor with six years of industry experience. He currently works at Schwab Wealth Advisory Inc. and Charles Schwab, having previously held roles at JP Morgan Chase and other firms. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations based on Schwab's proprietary research tools and asset allocation models.

Brandon Baker is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2020. His prior roles include positions at Resolute Investment Distributors, Inc., Resolute Investment Services, American Beacon Advisors, Inc., Foreside Fund Services, LLC, and AMG Funds LLC. Outside of his advisory work, he holds a 50% ownership interest in a non-investment-related rental property in Mammoth Lakes, CA. 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-driven investment approach, utilizing third-party independent managers selected through a structured due-diligence process, and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Edward Fazio is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He has been a partner at Windes, Inc., a CPA firm, since 2006. 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 provides discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios that combine internal management with third-party asset managers and a primarily long-term investment approach.

Brandon Morenz is a financial advisor with NewEdge Advisors in Irvine, CA, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked at NewEdge Advisors since 2022 and previously at Securities America Advisors, Investacorp, and John Stokes Financial. Outside of advisory work, he is a managing partner at PacificView Wealth Management and serves as successor trustee of the Morenz Family Trust. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, retirement consulting, and access to third-party managers through multiple program structures that combine in-house manager selection with advisor discretion and emphasizes centralized due diligence and technology integration.

Evan Lamb is a CFA® charterholder and financial advisor with Creative Planning, LLC, based in Newport Beach, CA. He has four years of industry experience, including roles at Cetera Wealth Services, Carta, The Siegfried Group, and Haskell & White LLP. In addition to his work with Creative Planning, he is also a financial advisor at SageView Advisory Group, where he provides private wealth management and asset management services. 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 client assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, direct indexing, and other portfolio enhancements.

Garrett Stephens is a financial advisor at Corient in Newport Beach, CA, holding a Series 65 designation. He has been with Corient since 2023 and has prior experience at Strategic Financial Partners, LLC, Enterprise Rent-A-Car, and Indian Bayou Golf Club. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools and stress testing to align portfolios with client objectives.

Abigail Von Schlegell is a financial advisor at Corient with a Series 65 credential and one year of industry experience. Prior to joining Corient, she worked at Jordan Park for four years and held various roles at Brigham Young University and the Church of Jesus Christ of Latter-day Saints. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates risk management tools and alternative investments as appropriate.

Kenny Molina is a financial advisor with Hightower Advisors in Newport Beach, CA, holding a Series 65 designation and eight years of industry experience. He has been with Hightower since 2017 and has prior experience at Valensi Rose, PLC as well as UCLA. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering multi-manager solutions that include discretionary and non-discretionary portfolio management, financial planning, and access to a variety of investment vehicles. The firm employs both proprietary and third-party research to construct portfolios incorporating mutual funds, ETFs, alternative investments, and custom indexing.

Mark Flint is a CFA® charterholder with 22 years of industry experience. He has been with Beacon Pointe Advisors, LLC since 2016 and previously worked at Beacon Pointe Insurance Services, LLC for two years. Mark holds a Series 63 license and is based in Newport Beach, CA. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) solutions to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers across active and passive strategies, and offers proprietary private fund management and interval fund advisement.

Joseph Cooper is a Series 65-licensed financial advisor with six years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2023. His prior experience includes roles at Pariax Private Wealth Management, JK Sports Management LLC, and a PGA Tour affiliate. MAI Capital Management, LLC provides a range of investment management and wealth planning services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse portfolio of strategies and integrates financial planning, tax, and administrative services while also acting in both product-sponsor and advisory capacities for registered mutual funds and private investment vehicles.

Courtney Brown is a financial advisor with Integrated Wealth Concepts LLC in Irvine, CA, holding one year of experience in the industry. He is also a CPA partner at Windes, a CPA firm where he has worked since 2010. Brown divides his professional time between wealth management and accounting. 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 provides discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a long-term investment approach alongside shorter-term rebalancing strategies.

Christopher Copps is a financial advisor at Corient with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Corient and its related entities since 2015. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining proprietary and third-party strategies, with ongoing portfolio monitoring and risk management tools.

Jason Colin Patrick is an investment advisor affiliated with Kestra Advisory, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He has been with Kestra Advisory since 2016 and also serves as owner and CEO of Fiduciary Advisors, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services that include fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions.

Graham Forrester is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 24 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 20 years at The AYCO Company, L.P. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and delivers services through various tailored programs, combining discretionary and non-discretionary management within a large integrated financial group.

Richard Du Vernet is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Independent Financial Group since 2022 and has been associated with NPB Financial Group, LLC since 2007. Outside of his advisory role, he is also an insurance agent representing Prudential Financial, servicing term life, whole life, and variable universal life policies. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets under management.

Troy Dueker is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with PlanMember since 2000 and also serves on the board of Mary’s Shelter, a nonprofit supporting pregnant teens and their babies. Prior to and alongside his advisory role, he has been involved with Team Advisors since 2014. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options through its asset allocation portfolios. The firm’s investment process utilizes a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

Kimberly Dwan Bernatz is a CFP® with 16 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. since 2018. Prior to joining CIBC, she worked for 17 years at First American Trust. CIBC Private Wealth Advisors provides comprehensive investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams with governance committees to create customized portfolios, including proprietary strategies and access to complex products such as options and structured notes.

Scott Mesa is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. His career includes roles at Wells Fargo Clearing, BNY Mellon, IEQ Capital, and Rim Securities. Mesa is actively involved in the Latino professional community, serving as President of the new Orange County chapter of Latino Professionals and participating on the planning committee for the SER Summit for Latin@s in Financial Services. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an Investment Committee and integrates in-house research with third-party managers across various asset classes, alongside specialized tax, family office, and financial wellness services.

Luke Belden is a financial advisor with Guardian Life holding a Series 66 credential and one year of industry experience. His prior roles include positions at Park Avenue Securities and Proverbs Financial & Insurance Services. Outside of advisory work, he has been involved in outside insurance sales. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs with options for discretionary and non-discretionary management.