Scot Shier is a CFP® with 31 years of industry experience, currently affiliated with Money Concepts Capital Corp since 2019. He previously worked at Next Financial Group for 13 years. Outside of his advisory work, Shier serves as a board member for Crowdrank, Inc. and the Scripture Therapy Center, Inc., and holds director and consulting roles in community and health-related organizations. Money Concepts Advisory Service is an enterprise firm with approximately 431 advisors managing around $3.33 billion for nearly 14,700 clients. The firm offers portfolio management, financial planning, and consulting services using a combination of model portfolios, adviser-designed portfolios, and third-party sub-advisers, serving individuals, retirement plans, trusts, and institutional clients.

Audrey Day is a CFP® professional with experience at Beacon Pointe Advisors, LLC since 2023 and prior roles at Carlson Capital Management and Marquette Wealth Management, among others. She has a diverse background including positions in education and retail. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, and outsourced CIO services to a wide range of clients, including individuals, corporations, and institutions. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Grant Prescott is a CFP® professional with six years of experience in the financial services industry. He is currently with Independent Financial Group, LLC and has prior experience at Wedbush Securities, Inc. and Ernst & Young. Outside of his advisory role, Prescott serves as an officer and director of Prescott Real Estate Services Inc., which provides real estate sales and property management services. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning and portfolio management through a combination of proprietary and third-party models, employing both passive and active investment strategies tailored to client risk tolerance.

Patrick Dailey is a financial advisor at Transamerica Financial Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has held various roles including ownership of PK's Quotes, a self-help quotes interpretation business, and a notary signing agent. His previous experience includes positions at firms such as World Financial Group and Chelsea Financial Services. Transamerica Financial Advisors serves a wide client base including individuals, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Ryan Molesworth is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at NIM Wealth Solutions, BrightHouse Financial, Fan Insider LLC, and Fire Island Concessions. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, institutional clients, and plan sponsors, offering financial planning, portfolio management, and specialized wealth programs. The firm employs strategic and tactical allocation models, along with proprietary analytics, to tailor investment solutions within the broader Goldman Sachs ecosystem.

David Boynton is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA, holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience and has been with Eagle Strategies since 2002. Boynton is also active as a board member of the Orange Catholic Foundation, a charitable organization supporting the Diocese of Orange, California. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm emphasizes tailored advice and manages the majority of its assets on a non-discretionary basis.

Noel Vonuelos is a CFP® professional with 10 years of industry experience. He currently works at MAI Capital Management, LLC and has prior experience at Mariner Wealth Advisors, JPMorgan Chase Bank, J.P. Morgan Securities, Mercer Allied Company, L.P., and The Ayco Company, L.P. He also held a role at the University of California early in his career. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages over $72 billion in assets and offers a diverse range of portfolio strategies implemented through in-house managers and third-party advisers.

Catherine Cheng is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses. She has been with Transamerica since 2026 and has experience with consulting through her work at Bohan Consulting LLC since 2011. Outside of financial advising, she has held roles at HBT Labs and the Quantum Wellness Botanical Institute. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

Linh Pham is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at Goldman Sachs & Co. LLC since 2021. Her prior roles include positions at The Ayco Company, L.P./Mercer Allied and J.P. Morgan Securities LLC. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning and portfolio management alongside specialized services such as Private Family Office and Executive Wealth programs. The firm employs strategic allocation models and integrates capabilities across the broader Goldman Sachs ecosystem.

Yuan Yao is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and less than one year of industry experience. Prior to joining Goldman Sachs, Yuan held roles at GWN Securities, Thaddeus Resource Center, and has experience working in educational institutions including California State Polytechnic University, Pomona, Mt. San Antonio College, and Mark Keppel High School. 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 leverages centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Frederick Chambers is a financial advisor at Guardian Life with one year of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial and Park Avenue Securities. Chambers also serves as lead pastor at Grace Community Church of Saddleback Valley, where he preaches weekly and oversees church operations. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and investment advisory programs.

Shannon Eusey is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 65 registrations and 13 years of industry experience. She has been with Beacon Pointe Advisors and its affiliated entities since 2002. Outside of advisory work, she serves on the board of Pacific Mercantile Bank. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a combination of active and passive investment strategies, utilizes third-party independent managers selected through due diligence, and offers proprietary private funds and an interval fund as part of its investment approach.

Charlotte Parnell is a Series 66-licensed financial advisor with seven years of industry experience. She has worked at Goldman Sachs & Co since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied and Nickel Designs. Goldman Sachs Wealth Services advises a wide range of clients, including individual investors, executives, corporate participants, and institutional clients. The firm provides financial planning, portfolio management, and specialized programs, utilizing strategic allocation models, manager selections, and both discretionary and non-discretionary implementations within the broader Goldman Sachs ecosystem.

Reese Roberts is a Series 66 credentialed financial advisor with 11 years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2022, following prior roles at Securities America Advisors and Investacorp Advisory Services. In addition to his advisory work, he is also licensed as an insurance agent. 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 services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing both in-house and external strategies supported by centralized due diligence and technology tools.

Jordan Leonard is a financial advisor at TIAA-CREF with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Morgan Stanley and several other financial services firms. Outside of finance, Leonard is also involved in professional wrestling as an independent contractor. TIAA-CREF Individual & Institutional Services, LLC serves individuals and entities often connected to TIAA-administered retirement plans, providing financial planning, discretionary managed account programs, and brokerage services. The firm employs a fiduciary standard in its advisory services and offers both model-based and customized portfolio management within a vertically integrated framework.

Kevin Jack is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Newport Beach, CA. His entire advisory career has been with Mercer Global Advisors. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of portfolio management and financial planning services.

Olivio Gomez is a financial advisor at Schwab Wealth Advisory with 19 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including American Trust Investment Services, WestPark Capital, and Niagara International Capital. Outside of his advisory role, he serves as Senior Finance Manager for XRG Restaurant Group, providing corporate finance and financial planning support. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations implemented through Schwab’s asset allocation models and research tools.

Xi Chen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior work includes roles at City National Bank and World Financial Group, alongside multiple tenures at Transamerica Financial Advisors. Chen is also involved in the sales of insurance and non-insurance products affiliated with his firm. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio and third-party manager approach across multiple advisory platforms, managing approximately $1.7 billion in regulatory assets under management.

Joanne Kuy is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 24 years of industry experience. She has worked at Ayco/Goldman Sachs & Co. LLC since 2021 and previously spent 20 years with The AYCO Company, L.P./Mercer Allied. Outside of her advisory role, she serves on the Investment Committee of St. Margaret of Scotland Episcopal School, a nonprofit educational institution in San Juan Capistrano, CA. Goldman Sachs Wealth Services provides 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 leverages centralized investment resources and integrated financial services within a large diversified financial group to deliver tailored wealth management solutions.

Nicholas Schell is a financial advisor at Goldman Sachs Wealth Services holding a Series 66 designation. He has one year of industry experience and has worked in various roles including positions at Goldman Sachs & Co. LLC and KPMG Espana. Outside of finance, his work history includes roles in hospitality and retail sectors. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic investment models and proprietary analytics within the broader Goldman Sachs ecosystem to tailor solutions across multiple account and pricing platforms.