Danielle Wen is a financial advisor at Beacon Pointe Advisors, LLC in Newport Beach, CA, holding a Series 65 designation with two years of industry experience. Prior to her current role, she worked at Castor Ventures and Retail Ecommerce Ventures. Outside of finance, she owns Lace and Liberty, a custom wedding dress retail business based in San Francisco, which she oversees without operational duties. Beacon Pointe Advisors serves a diverse client base including individual, institutional, and retirement plan clients, offering wealth advisory, consulting, standalone financial planning, and outsourced CIO services. The firm combines asset-allocation modeling with third-party Independent Managers, employs both active and passive strategies, and provides customized reporting and education, distinguishing itself with proprietary private fund management and interval fund advisement.

Emily Gemeinhardt is a financial advisor at Oppenheimer in Newport Beach, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Oppenheimer, she worked at Starbucks and has a background that includes various roles in education and community settings. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs that include portfolio management, consulting, and financial planning. The firm employs varied investment strategies and supports both institutional and unaffiliated advisors through its consulting and retirement-plan services.

Gene Ka is a financial advisor at Beacon Pointe Advisors, LLC with 35 years of industry experience. He holds a Series 63 designation and has been with Beacon Pointe Advisors since 2021. Prior to this, he operated his own RIA firm, Gene Ka RIA, for 25 years and was involved with APW Capital, Inc. since 2010. Outside of his advisory role, he is also an insurance agent with Beacon Pointe Insurance Services. 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-driven investment approach using a proprietary Focus List and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Maria Beisser is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, she worked in campus recreation at the University of North Carolina. 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 manager selections, with access to specialized programs and alternative investments.

Victor Kuo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is also involved as managing member of Destiny Builders 8, LLC. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers advisory services primarily through model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and TFA365.

Gary Corderman is a financial advisor at Farther with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs for six years and Halbert, Hargrove & Co. for nineteen years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary algorithmic model portfolios and offers discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds.

Howard Qu is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including roles at World Financial Group, INC., DebtMerica, and his own firm, Howard Hughes Qu & Associates, Inc. In addition to advisory work, he manages corporate compliance and tax matters for his firm. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and charitable organizations, delivering services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.

Luc Ceci is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked with Eagle Strategies, NYLife Securities, and New York Life. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm uses a globally diversified investment approach grounded in Modern Portfolio Theory, incorporating low-cost ETFs, index funds, separate account managers, and other investment vehicles, complemented by financial, tax, retirement, and estate planning services.

Alain Brito is a financial advisor at NewEdge Advisors with five years of industry experience and holds the Series 66 designation. He has worked at several firms, including Securities America Advisors and John Stokes Financial, before joining NewEdge Advisors. He also serves as an Associate Financial Advisor at PacificView Wealth Management. 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 a range of portfolio management and consulting services through a network of independent advisers, utilizing multiple program structures and technology tools to support client needs.

James Meussner is a CFP® with five years of industry experience and currently serves as a financial advisor at Creative Planning. His prior roles include positions at Charles Schwab, Tarbox Family Office, and Principal Securities. He has also been involved in entrepreneurial ventures such as 10 Point Pizza Inc. and Corona Del Mar Pizza Co. Creative Planning provides wealth management and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies alongside selective private market exposure and institutional services.

Brody Dorsh is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and approximately one year of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC, Elevate OC, and San Diego State University. Goldman Sachs Wealth Services advises a broad client base, including individual investors, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates proprietary research and tools with a variety of fee arrangements and platforms to tailor strategies to client objectives.

Sean Mccarty is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. He has worked at Commonwealth since 2009 and has been associated with Diversified Investment Services since 2003. In addition to his advisory role, he has engaged in fixed insurance sales on a limited basis. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Joel Archer is a financial advisor at Centaurus Financial, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Independent Financial Group and Summit Brokerage Services. Archer is also the owner of Archer Financial Services LLC, a marketing DBA. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions, offering financial planning, portfolio management, and specialized advisory services through a range of discretionary and non-discretionary arrangements.

Joseph Querriera is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at RBC Rochdale, LLC. He has been with City National Rochdale and affiliated entities since 2012 and has overall financial services experience dating back to 2004 at City National Bank. Outside of his advisory role, he is the managing member of You Turn Music, LLC, a music products manufacturing business. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and municipal entities, offering discretionary and non-discretionary portfolio management with a multi-strategy approach that integrates quantitative analysis and fundamental research across a variety of asset classes.

Amanda Huston is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 66 license, with 17 years of industry experience. She previously worked with LPL Financial and operates Huston & Associates. Outside of advisory work, she sells handmade shirts and craft kits through a home-based business called Makersuite and The Sassy Co. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, employing various investment strategies and supporting held-away account management through multiple custodians and third-party platforms.

Dawson Halvorson is a financial advisor at Eagle Strategies (NY Life) with four years of industry experience. He holds a Series 66 designation and has previously worked with Northwestern Mutual Investment Services LLC. Outside of his advisory role, he is affiliated with Vanguard University. Eagle Strategies serves a diverse group of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored solutions and manages the majority of its assets on a non-discretionary basis.

Michael Byrne is a financial advisor at Equity Services, Inc. with 12 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at True Path Financial, MML Investor Services, and Mass Mutual. Outside of his advisory work, he serves as a committee head for an organization focused on raising awareness of Alzheimer's disease. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently employs third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Sandra Castro is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA, and has four years of industry experience. She has worked at Goldman Sachs since 2021 and previously held roles at The Ayco Company, L.P. and Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers to deliver tailored wealth management solutions across multiple client segments.

Han Chen is a CFA® charterholder with 27 years of industry experience, currently serving at Principal Financial Services. He has been with Principal Securities Inc and Principal Life Insurance Co since 2008. In addition to his advisory role, he sells fixed life insurance, fixed annuities, long-term care insurance, and disability insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Yisen Cai is a CFP®-credentialed financial advisor with 11 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked at Triad Hybrid Solutions, Mercer Global Advisors Inc., and Barnwell Consulting LLC. Outside of his advisory role, he is involved in managing life insurance and annuity products through his own business. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager selection, delivering advisory services through multiple program models and a combination of proprietary and third-party platforms.