Jared Backner is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA, holding Series 66 and Series 63 licenses with four years of industry experience. His prior roles include positions at Nylife Securities LLC and New York Life Insurance Company. He also operates under the DBA Blue Cedar Financial and Insurance Solutions, focusing on brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Natalia Bartolone is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Her prior work includes positions at Seton Hall Law and AER Technologies. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored services including Executive Wealth, Personal Wealth, and Private Family Office support, utilizing centralized investment resources and a mix of discretionary and non-discretionary managers within a large integrated financial group.

David Penniall is a CFP® professional with 43 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. His career includes leadership roles at multiple firms such as ADDWEALTH, LLC and Retirement Wellness Group, LLC. Outside of financial advising, he owns and manages Paragon Sports International, a sports management company. 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, utilizing proprietary due diligence and third-party platforms to implement client strategies.

Jason Overholtzer is a CFA® charterholder with 11 years of industry experience. He has been with Beacon Pointe Advisors, LLC since 2014. 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-of-managers approach using a proprietary Focus List and offers services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Austin Lemoine is a financial advisor with Independent Financial Group, LLC and holds the Series 66 designation. He has one year of experience in the financial industry and previously worked in various emergency medical and fire rescue roles. He has been involved with Murrieta Fire & Rescue since 2020. Independent Financial Group is a large enterprise firm serving individuals, high-net-worth clients, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services through a combination of in-house and third-party managed portfolios, utilizing both discretionary and non-discretionary strategies tailored to client risk profiles.

Michael Bakos is a financial advisor at Beacon Pointe Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at First American Trust, Alpha Cubed Investments, and Fidelity Investments. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager-driven investment approach that includes discretionary wealth management, retirement plan consulting, and outsourced CIO solutions. The firm is also involved in sponsoring proprietary investment vehicles and serves as an operating general partner for multiple private funds.

Callum Abernethy is a Series 66 licensed advisor at Goldman Sachs Wealth Services with one year of industry experience. His background includes roles at FS Investments and M2O Private Fund Advisors, as well as academic positions at the University of Pennsylvania. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm integrates strategic allocation models and manager selections with a broad array of affiliated capabilities across the Goldman Sachs ecosystem.

Melissa Jones is a financial advisor with J. W. Cole Advisors, Inc. She holds Series 63 and Series 65 licenses and has 40 years of industry experience. Her career includes roles at J.W. Cole Advisors, J.W. Cole Financial, Douglas W. Jones Associates Financial and Insurance Services, Accent Insurance Brokerage, and Transamerica Life. Outside of her advisory work, she authored a book on Oregon Trail history and created a related website. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions through discretionary or non-discretionary approaches.

Michael Mackesy II is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds the Series 63 and Series 66 designations and has prior experience at The Ayco Company, Mercer Allied, and Northwestern Mutual Investment Services. Outside of his advisory role, he is involved in dog breeding in Escondido, California. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning and portfolio management along with specialized wealth programs. The firm integrates resources across Goldman Sachs affiliates to provide tailored investment strategies and a broad range of advisory services.

Richard Yuen is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds a Series 66 designation and has worked at CitiGroup, UnionBanc Investment Services, and MUFG Union Bank since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs combined with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional capabilities alongside unique market roles such as acting as a security-based swap dealer and futures commission merchant.

John Carter is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 32 years of industry experience and has been involved with multiple firms, including Royal Financial and GRE Development, Inc. Outside of his advisory roles, he owns and operates Carter Financial, focusing on non-variable insurance. United Planners Financial Services serves a diverse client base ranging from individuals and corporations to charitable organizations and institutional clients. The firm offers an open-architecture platform with multiple custodians and third-party money managers, providing both fee-based and commission-based financial planning, portfolio management, and brokerage solutions.

Callie Renner is a Certified Financial Planner® with 11 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She has worked with Beacon Pointe Advisors and its predecessor entities since 2019 and was previously with Heller Wealth Advisors, LLC from 2016 to 2019. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base including individual investors, corporations, and institutional clients. The firm combines asset allocation modeling with due diligence on third-party independent managers, employing both active and passive strategies across public and private asset classes.

Jake Alexis is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and RBC Capital Markets. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs that include multi-asset, multi-manager strategies. The firm combines large institutional scale with unique market roles, providing both discretionary and non-discretionary portfolio management alongside broker-dealer execution and custody services.

Robert Ingham is a CFP® with 32 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. His prior roles include positions at Arete Wealth Management LLC, Purshe Kaplan Sterling Investments, and his own firm, Ingham Wealth Management. In addition to his advisory work, he is an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-focused investment approach, utilizing third-party independent managers selected through a formal due-diligence process, and offers services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Shawn Kim is a Series 65-licensed financial advisor at Mercer Global Advisors Inc. with six years of industry experience. His prior roles include positions at Manhattan West Asset Management, Hollencrest Capital Management, GAMCO Investors, G.research, and Focus Financial Partners. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, separate account managers, and private fund platforms, supporting its clients with educational content and integrated service lines.

Caden Wiles is a CFP® and holds a Series 66 license with five years of industry experience. He is currently an advisor at Schwab Wealth Advisory and previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., The Vanguard Group, and Road Runner Sports. Wiles is based in Irvine, CA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Charles Schwab’s proprietary tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Jeffrey Dewees is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior experience includes roles at Merrill and Bank of America, N.A. He is also an officer and director of Auric Capital Partners. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports over 400 independent investment adviser representatives who employ a variety of investment strategies and utilize multiple managed account platforms.

Dylan Brooks is a CFP® with seven years of industry experience and is currently with Beacon Pointe Advisors, LLC in Newport Beach, CA. His entire professional background has been with Beacon Pointe Advisors and, prior to that, he attended Dartmouth College. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) services to a diverse client base including individuals, corporations, and institutional clients. The firm utilizes a combination of asset allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

William Blackard III is a financial advisor at Beacon Pointe Advisors, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining Beacon Pointe Advisors, he worked at Reynolds American Inc. and attended UNC - Chapel Hill. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a wide range of clients, including individuals, corporations, and institutional plans. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Sloan Petereit is a CFP® professional at Mercer Global Advisors Inc. with five years of industry experience. Before joining Mercer Global Advisors, Sloan worked at Beacon Pointe Advisors, LLC and Welch Financial Planning, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning as well as family office services. The firm uses a globally diversified investment approach based on Modern Portfolio Theory, employing low-cost ETFs, index funds, separate account managers, and other investment vehicles, and offers specialized programs and tax-management options.