Christopher Vizzi is a CFP® with 20 years of industry experience, currently serving at Independent Financial Group, LLC since 2009. He is also the owner of Cool School Photography, a business he has operated since 2005. Vizzi holds positions on several nonprofit and community boards, including The Lift Foundation and the Terramour Homeowners Association Board of Directors. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional entities. The firm offers a range of portfolio management solutions and employs a model-driven approach combining active and passive strategies tailored to client risk profiles.

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 Series 66-registered financial advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA. He has 11 years of industry experience, including seven years at The Ayco Company, L.P./Mercer Allied prior to joining Goldman Sachs in 2019. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm uses strategic allocation models and proprietary analytics, leveraging the broader Goldman Sachs ecosystem to provide a wide range of advisory and investment services.

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.

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.

Shawn Bragdon is a financial advisor with TLG Advisors, Inc. based in Costa Mesa, CA, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience, including roles at The Leaders Group, Inc. and BGA Insurance Services. Outside of advisory activities, he is a managing partner and president of insurance services firms that focus on wholesale and retail life insurance, annuities, and related products. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans. The firm offers investment supervisory services, portfolio management, and financial planning, employing manager selection and Modern Portfolio Theory to construct diversified portfolios across various investment styles and risk levels.

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 industry experience. He has been with Stratos Wealth Partners, Ltd and LPL Financial since 2015, and previously worked at Equitable Advisors for 15 years. Okeefe also provides services related to life insurance and fixed annuities. Stratos Wealth Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, access to model portfolios and third-party managers, and retirement plan consulting through a network of investment adviser representatives.

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.

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.