Jules Yang is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2024. Prior to that, he was affiliated with the University of California, Riverside. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm integrates centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large, multi-affiliate financial group.

Michael Horne is a CFP® and holds a Series 66 license, with 17 years of experience in the financial advisory industry. He has worked at Mariner Wealth Advisors since 2021 and previously held roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Outside of his advisory work, he manages a rental property in Chatham, MA. Mariner serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon for firms of its size.

James Chiate is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 23 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Sanctuary Advisors in 2025. Chiate is also the founder and managing partner of Dial Square, an investment advisory entity. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who develop customized investment strategies using various analytical approaches and offers both discretionary and non-discretionary account management.

Darin Simonian is a CFP® with 28 years of industry experience, currently serving as an advisor at Beacon Pointe Advisors, LLC since 2022. His prior experience includes roles at Alpha Cubed Investments, LLC and Newport Wealth Strategies, Inc. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses a proprietary manager selection process and combines active and passive strategies to implement client portfolios.

Courtney Hutchinson is a CFP® with 15 years of industry experience, currently affiliated with Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe, she worked for Waypoint Wealth Partners for 13 years. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to individual investors, corporations, pension plans, and other institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers across active and passive strategies, with offerings that include proprietary private funds and a continuously offered interval fund.

Jason Lilly is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He has held positions at Citigroup since 2011, with additional roles at LPL Financial and California Bank and Trust. Lilly holds Series 63 and Series 66 designations. Citigroup Global Markets serves individual and institutional clients across various segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with significant institutional scale and operates in unique market roles, including as a swap dealer and futures commission merchant.

Kate King is a CFP®-certified financial advisor with 23 years of industry experience. She has been with Centaurus Financial, Inc. since 2010. In addition to her role at Centaurus, she is the owner and founder of The KFK Group and is involved with Waltz and King, both non-investment-related ventures. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both discretionary and non-discretionary arrangements with various analytical approaches and specialized services.

Manuel Ramirez is a financial advisor at Hightower Advisors with four years of industry experience. He holds a Series 65 designation and has worked at Hightower since 2021. His prior experience includes roles at Costco Wholesale, Meyer Properties, the City of Fullerton, and Vincent Benjamin. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm’s offerings cover discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, supported by proprietary research and a suite of investment options including mutual funds, ETFs, alternative investments, and custom indexing.

Frank Milnarik is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he spent 12 years 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 solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

William Hunnicutt is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. He worked at Mercer Allied Company, L.P. for 25 years before joining Ayco/Goldman Sachs & Co. LLC in 2021. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, executives, corporate participants, and institutional clients. The firm combines strategic allocation models and manager selections with discretionary and non-discretionary implementations, offering a range of services such as Private Family Office programs, Specialized Executive Wealth, and access to Alternative Investments.

Annette Brinton is a CFP® professional with 17 years of industry experience. She has worked at Beacon Pointe Advisors, LLC since 2025, following 16 years at Waypoint Wealth Partners. Annette is based in Newport Beach, CA. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers across active and passive strategies in public and private assets.

Eric Gallinger is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. Prior to joining Stratos Wealth Partners and LPL Financial in 2023, he worked at Bank of America and Merrill for over a decade. Stratos Wealth Partners serves a diverse client base including individuals, trusts, charities, corporations, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Kerry Michael Finn is a CFP® professional with three years of industry experience, currently serving as an advisor at Sequoia Financial Group, L.L.C. He previously worked at City National Bank for seven years and Halbert Hargrove Global Advisors, LLC for three years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Daniel Kean is a financial advisor with Focus Partners Wealth, LLC in Irvine, CA, holding a Series 66 designation and 15 years of industry experience. He previously worked at Buckingham Strategic Wealth, LLC for eight years before joining Focus Partners Wealth in 2024. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm offers a range of services such as investment management, financial counseling, family office support, fiduciary services, and sub-advisory solutions, employing a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis and utilizes a broad network of affiliated service companies and product relationships.

Michael Drabkin is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. He has been associated with PlanMember Securities since 2003 and operates Highmark Group LLC, which provides financial advisory, consulting for school district retirement plans, and life insurance and annuity sales. PlanMember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

Yasasri Weerasuriya is a CFP® with nine years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2021, Yasasri worked at Fidelity Brokerage Services and Financial Advisors Network. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies while offering a range of portfolio management and private market investment options.

Paul Finchamp is a financial advisor with Primerica Advisors in Covina, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co. of America since 2009. In addition to his advisory role, he is actively engaged in the group insurance business, focusing on health plans and ancillary employer-sponsored benefits. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base through brokerage and advisory services, including financial planning and retirement consulting. The firm offers various proprietary and third-party investment programs and supports multiple account-level services such as lending solutions and donor-advised funds.

Brendan Corbett is a CFP® affiliated with Mercer Global Advisors Inc. He has been in the financial advisory industry since 2021, with prior experience at D.M. Brenner, Inc. and roles at San Diego State University and Saddleback College. 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 and emphasizes globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts.

Donald Lewis is a financial advisor at Goldman Sachs Wealth Services with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing, Wells Fargo Bank NA, and Wells Fargo Advisors LLC. He has been with Goldman Sachs Personal Financial Management since 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions through a combination of discretionary and non-discretionary managers within a large integrated financial group.

Aleksandr Leybengrub is a ChFC® credentialed financial advisor with 16 years of industry experience, currently with HSBC Securities (USA) Inc. in Irvine, CA. He has previously worked at HSBC Bank USA, N.A. and HSBC Insur Agency (USA) Inc. Outside of his advisory role, he serves as Chief Financial Officer for the Esperanza Sonrisa Association, a homeowners association, where he manages financial reporting and vendor approvals on a volunteer basis. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary options. The firm’s investment approach includes strategic and tactical asset allocation supported by HSBC Global Asset Management and third-party due diligence providers, with a notable portion of assets managed in client-directed, non-discretionary portfolios.