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.

Summer Ramos is a CFP® and Series 65-licensed advisor at Beacon Pointe Advisors, LLC with five years of industry experience. She previously worked at Private Capital Management, INC for three years and spent 17 years in full-time education before entering the financial advisory field. Ramos is based in Newport Beach, CA. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to a diverse client base that includes individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with a curated list of third-party Independent Managers and employs both active and passive strategies across public and private asset classes.

John Toohig is a financial advisor at Goldman Sachs Wealth Services with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs since 2021, following a 25-year tenure at The Ayco Company. Based in Newport Beach, CA, he provides wealth management services as part of a large integrated financial group. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and a mix of discretionary and non-discretionary managers to deliver tailored advisory solutions across various client segments.

Charles Gallagher is a financial advisor with Principal Financial Services based in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Thrivent Financial and New York Life Insurance Company. Outside of his advisory work, he is the chairman of the Orange County National Eagle Scout Association and owns an early-stage tech startup developing video editing software. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm provides direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation managed primarily on a discretionary basis by the third-party managers.

Vishaan Shetty is an advisor with Goldman Sachs Wealth Services holding a Series 66 designation. He has been with Goldman Sachs since 2023 and joined the Wealth Services team in 2026. His prior experience includes roles in tax and education sectors. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutions. The firm offers tailored financial planning and portfolio management supported by strategic allocation models and access to a broad range of affiliated Goldman Sachs capabilities.

John Miller is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, and Rockefeller Capital Management. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides access to a broad investment platform through its Private Advisor model and Rockefeller Global Investment Management.

Melissa Ochoa is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 designation and six years of industry experience. She has worked at Beacon Pointe Advisors since 2021 and was previously with Wealth Design from 2015 to 2021. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension and profit-sharing plans, and other institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

David McKenzie is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and bringing 22 years of industry experience. His background includes roles at Revant Wealth Management Group, Provence Wealth Management Group, and LPL Financial, among others. In addition to his advisory work, he is president of CNB Consulting, an employee benefits consulting practice through which he serves as a licensed attorney. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a network model of advisory representatives supported by sub-advisors and technology platforms, providing discretionary and non-discretionary portfolio management along with access to third-party estate-planning resources.

John Limpert is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Brokers International Financial Services since 2007 and operates John Limpert Financial & Insurance Services, Inc. Additionally, he is involved as an independent insurance agent and owns a tax preparation business managed by a tax professional. Integrity Alliance serves a broad client base, including individuals, corporations, and qualified retirement plans, through a large network of over 300 advisors managing approximately $5.4 billion in client assets. The firm offers a range of portfolio management and financial planning services, utilizing strategic, tactical, or adaptive investment approaches across multiple platforms.