Dylan Dunlea is a CFP® with eight years of industry experience, currently serving as a financial advisor at Creative Planning since 2021. His prior roles include positions at Reilly Financial Advisors, Bank of America, and Merrill. Outside of his advisory work, he operates an Amazon selling business. Creative Planning provides wealth management, financial planning, and retirement plan advisory services to a diverse client base ranging from individuals to institutions. The firm employs a financial-planning-led investment approach centered on low-cost indexing and buy-and-hold strategies, complemented by various active strategies and access to private market investments.

Chris Johnson is a financial advisor at Corient with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Institutional Investments and Dowling & Yahnke. Outside of finance, he was involved with Golden Spoon Yogurt for 14 years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, continuously monitoring portfolios and employing risk management tools.

Michael Carbone is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 credential and 17 years of industry experience. He has been with Churchill Management Group since 2013 and joined Focus Partners Wealth in 2025. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Peter Prescott is a financial advisor with Independent Financial Group, LLC, holding the PFS™ designation and Series 63 and 66 licenses. He has 40 years of industry experience and has been with Independent Financial Group since 2010. In addition to his advisory role, Prescott operates a CPA practice specializing in tax planning and preparation and serves on the board of a homeowners association and a nonprofit organization. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that serves individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, utilizing multiple advisory programs and third-party asset managers across a national network of Investment Adviser Representatives.

Michael Breller III is a financial advisor at Beacon Pointe Advisors, LLC in Newport Beach, CA, holding Series 63 and Series 66 designations with 15 years of industry experience. He has been with Beacon Pointe Advisors since 2012. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans, utilizing a proprietary manager selection process and offering discretionary wealth management, financial planning, and outsourced CIO solutions.

Aaron Overlien is a financial advisor with Eagle Strategies (NY Life) based in Lake Forest, CA. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. He has been with Eagle Strategies since 2014 and has worked with New York Life Insurance Company and NYLIFE Securities, LLC since 2008. He is also a shareholder in NYLARC Holding Company, Inc., which reinsures life insurance policies he writes with New York Life. Eagle Strategies serves a diverse client base, including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers, emphasizing tailored recommendations and a largely non-discretionary asset management approach.

Samir Thakkar is a CFP® professional with 37 years of experience in financial advising. He is currently with Prime Capital Financial and has held prior roles at Ameritas Investment Corp. and 20/20 Capital Management, among others. Outside of advisory work, he serves as CFO for a local nonprofit focused on social interaction and is on the advisory board of a software and technology company. Prime Capital Financial is an SEC-registered enterprise firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm utilizes a range of investment strategies and platforms, along with affiliated tax advisory services and consolidated reporting for private investments and real estate.

Joseph Liao is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 25 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 21 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through various programs such as Executive Wealth and Private Family Office support, leveraging its position within a large integrated financial group.

Jay Tamkoc is a financial advisor at Sanctuary Advisors, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of his advisory role, he serves as an officer and director of Auric Capital, an ownership venture based in Aliso Viejo, CA. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent advisers who deliver customized portfolio management and financial consulting through a variety of programs and platforms.

Brian Mercado is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC since 2025. He previously worked at Mid Atlantic Capital Corporation and JSF Financial LLC from 2013 to 2025. In addition to his advisory role, Mr. Mercado owns Leda Financial Corp., an independent financial services practice. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, employing a range of investment strategies and access to third-party asset managers.

Andrew Montoya is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2022, with prior experience that includes roles at Franklin and Marshall College and Context Capital Partners. 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 offers a range of tailored investment strategies and wealth management solutions, integrating resources from various Goldman Sachs affiliates.

Ge Chen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Transamerica in 2019, Chen worked at World Financial Group and Randstad Professionals, and has experience in real estate with Mel Wilson & Associates. Chen is also involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers for investment advisory services, supported by a large network of advisors and multiple program platforms.

Nikesh Parikh is a financial advisor with Eagle Strategies (New York Life) based in Irvine, CA, holding the CFP® and ChFC® designations and with 18 years of industry experience. He has been associated with Eagle Strategies since 2008 and operates Dynamic Wealth & Insurance Solutions, Inc., focusing on brokering insurance products. Parikh is also an investor in biotech and hotel redevelopment ventures. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages a substantial portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kevin Barlow is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Mariner since 2025. His prior roles include positions at Ocean Heights Advisors, Mariner Platform Solutions, Miracle Mile Advisors, LLC, and Palo Capital, Inc. He also serves as Chair of the Board of Directors for the Newport Beach Public Library Foundation. Mariner serves a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to implement customized discretionary portfolios and provides notable tax integration and administrative CFO capabilities.

Lovely May Zunino is a CFP® and ChFC® professional with 14 years of experience in the financial services industry. She is currently affiliated with Eagle Strategies (NY Life) in Irvine, CA, where she has worked since 2021. Prior to this, she has been associated with NYLife Securities LLC and New York Life Insurance Company since 2012. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types and places emphasis on tailoring recommendations to client objectives, managing a substantial portion of assets on a non-discretionary basis.

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.

Diane Kimbro is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. She has worked with StoneKimbro since 2022 and was previously with Independent Financial Group from 2011 to 2022. In addition to her advisory roles, she serves as president and part owner of FinanScape, a firm specializing in pension plan consulting and financial planning. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a wide range of clients with various investment and advisory options.