Kevin Thomas is a financial advisor with Goldman Sachs Wealth Services based in Newport Beach, CA. He holds Series 65, Series 63, and Series 66 credentials and has six years of industry experience. Prior to joining Goldman Sachs in 2026, he worked at Altruist Financial LLC and The Vanguard Group, among other firms. 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 a broad range of affiliated resources across the Goldman Sachs ecosystem.

Taylor Salisbury is a financial advisor with Stratos Wealth Partners, Ltd and holds a Series 66 designation. He has 12 years of industry experience, with a work history that includes roles at both Stratos Wealth Partners since 2013 and LPL Financial since 2014. Salisbury also has a connection to Cal State Fullerton since 2012. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Philip Hagopian is a financial advisor at Beacon Pointe Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Westmount Asset Management, Lido Advisors, Centaurus Financial, and Questar Capital Corporation. Based in Newport Beach, CA, his career includes roles spanning from 2013 to the present at a variety of advisory and financial services firms. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer (OCIO) services to a diverse client base including individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, using both active and passive strategies across public and private asset classes.

Tyler Brock is a Certified Financial Planner (CFP®) with 15 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2016. His work history includes roles within various Beacon Pointe entities, including Beacon Pointe Insurance Services, where he is a licensed insurance agent. 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-of-managers approach, utilizing a proprietary “Focus List” and a formal due-diligence process to implement client strategies across multiple investment platforms.

Rachel Rieger is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential. She has been with Goldman Sachs since 2025 and has experience in various roles including positions at Clemson University and Ulta Beauty. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering tailored strategies supported by the firm’s integrated investment and advisory resources.

Ignatius D'anna is a CFP® and holds a Series 66 license with nine years of industry experience. He currently works at Mercer Global Advisors Inc. and has previous experience at BNY Mellon Wealth Management, Charles Schwab Bank, Charles Schwab, and Scottrade, Inc. Mercer Global Advisors provides investment advisory and related planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm uses a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a variety of implementation options, including ETFs, mutual funds, separate accounts, and direct indexing.

Gregory Taylor is a CFP® and CFA® with 12 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2020. Prior to joining Beacon Pointe, he worked for five years at Mercer Global Advisors Inc. He is based in Newport Beach, CA. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Tzuhsuan Meng is a CFA® charterholder based in Newport Beach, CA, with over 18 years of experience in the financial industry. He joined Beacon Pointe Advisors, LLC in 2026 after an 18-year tenure at Wells Fargo. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm uses a combination of third-party independent managers, quantitative and qualitative due diligence, and proprietary investment vehicles to implement client strategies.

Adrian Gomez is a Series 65-licensed financial advisor with three years of industry experience, currently associated with Equity Services, Inc. He previously worked at The Walt Disney Company for nine years. In addition to his advisory role, Adrian is also involved in insurance sales and services through multiple entities. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, trusts, and charitable organizations. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Chance Wegner is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019. Prior to that, he was with The Ayco Company, L.P./Mercer Allied and Merrill Lynch. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs such as Private Family Office services and Financial Wellness, using strategic allocation models and a range of fee arrangements supported by tools like tax-aware techniques and proprietary analytics.

Ryan Freeman is a financial advisor with Primerica Advisors holding a Series 66 designation and two years of industry experience. His work history includes roles at Guardian Life Insurance Company and Park Avenue Securities. He is also involved in outside insurance sales on a limited basis. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes proprietary model portfolios and third-party managers, offering both discretionary and non-discretionary account management options.

Nancy Van Lanen is a financial advisor with Integrated Wealth Concepts LLC and holds a partner role at Wright Ford Young & Co, a CPA firm. She has six years of experience at Wright Ford Young & Co and has worked in the financial services industry for a total of eight years across multiple firms. 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 offers discretionary investment management, financial planning, and family office services, using customized portfolios and a long-term investment approach supplemented by shorter-term trades.

Christian Buccola is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Eagle Strategies since 2013 and has worked with New York Life Insurance Company and Nylife Securities Inc. since 2005. Outside of his advisory role, he is involved as a passive investor in cryptocurrency. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis while serving diverse client types including defined contribution and defined benefit plans.

Zane Drobenko is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. He has been with Goldman Sachs & Co. LLC since 2021 and has prior experience that includes roles at Imperial Waterpolo Club, Inc. Outside of finance, he has been involved with the Imperial Waterpolo Club. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, tailoring strategies through proprietary models and affiliated capabilities across the broader Goldman Sachs ecosystem.

Jesus Rodriguez is a CFA® charterholder based in Irvine, CA, with four years of industry experience. He is currently affiliated with CNR Securities, LLC and previously worked at Wells Fargo for five years. Rodriguez holds a Series 63 registration. RBC Rochdale, LLC serves a diverse client base including high net worth individuals, investment companies, and governmental entities. The firm employs an active, multi-strategy investment process that integrates quantitative and fundamental analysis across various asset classes, frequently collaborating with third-party sub-advisors to create customized portfolios.

Liam Rooney is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 credential and one year of industry experience. His prior work experience includes roles at Digital Mass, OSU Solutions, Frank Recruitment Group, and Denison University. Beacon Pointe Advisors serves a diverse client base including individual investors, corporations, and institutional clients, providing wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services. The firm employs a combination of active and passive strategies across public and private asset classes and offers proprietary private funds alongside comprehensive reporting and analytics.

Lisa Esposito is a Series 66-licensed financial advisor with nine years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent seven years with The Ayco Company, L.P./Mercer Allied. Outside of her advisory role, she has experience working at Normanside Country Club. 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 services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Jacob Kutche is a Series 65 credentialed financial advisor with one year of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously worked at Landmark Wealth Management Group and Arizona State University. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, retirement-plan services, and outsourced CIO services to individual investors, corporations, pension plans, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers across active and passive strategies, and manages proprietary private funds alongside customized reporting and educational services.

Roy Satterthwaite is a financial advisor at Farther with six years of industry experience. He holds a Series 65 designation and previously worked at AutoRABIT, Inc. and Forrester. Farther provides discretionary investment management and advisory services mainly to individual investors, trusts, and estates through a web and mobile platform alongside in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, primarily investing in ETFs, mutual funds, equities, and fixed income.

Spiridoula Courouklis is a financial advisor at Farther with eight years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Goldman Sachs & Co., Aaron Wealth Advisors, and TSG Wealth Management. 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 bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.