Charles Duncan is a CFP®, ChFC®, and holds a Series 66 license with 37 years of industry experience. He is currently a financial advisor at Beacon Pointe Advisors, LLC in Newport Beach, CA, having previously worked at Purshe Kaplan Sterling Investments, Securities America Advisors, and operated his own firms including Duncan Investment Advisors, Inc. and Duncan Financial. In addition to advising, he serves as an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and charitable organizations. The firm focuses on discretionary wealth management and outsourced CIO solutions, implementing strategies through third-party independent managers selected via a formal due-diligence process.

Roger Shaar is a financial advisor at Goldman Sachs Wealth Services with 28 years of industry experience. He holds a Series 66 designation and previously worked for The AYCO Company, L.P./Mercer Allied for 24 years before joining Goldman Sachs in 2021. Outside of his advisory role, he performs as a band member with Pacific Fallout, a music group based in Irvine, CA. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm uses centralized investment resources and tailored strategies, providing services through both direct and partner programs within a large integrated financial group.

Connor Mc Guire is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 designation and one year of industry experience. His prior work includes positions at the University of California Irvine and Nekter Juice Bar. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) services to individual investors, corporations, pension and profit-sharing plans, and other institutional clients. The firm’s investment approach combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Keith Halabuda is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following seven years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a broad range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and affiliated teams to deliver tailored offerings such as Executive Wealth, Personal Wealth, and Private Family Office support.

Gary Hutto is a financial advisor with GWN Securities Inc., holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at GWN Securities since 2004 and has also been associated with Millennium Advisory Group, LLC for 18 years as well as Hutto/Dean & Co for over 38 years. Outside of advisory roles, he provides fixed annuities to select clients. GWN Securities offers investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third-party manager introductions. The firm employs a range of discretionary portfolio management strategies, including market-timing and momentum-based approaches, and integrates affiliated and unaffiliated sub-advisers within its model-based allocations.

Renu Sidgal is a financial advisor with Transamerica Financial Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked at Transamerica Financial Advisors since 2022 and concurrently holds a role as a Business Intelligence Architect at Synoptek. Sidgal has also been involved with World Financial Group since 2018. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Madison Evans is a financial advisor at Hightower Advisors in San Juan Capistrano, CA, with two years of industry experience. She holds Series 63 and Series 65 designations. Prior to her current role, Madison worked at Hightower Securities, LLC and has had diverse experience including positions at Orange Theory Fitness and Agri-Stor Companies. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes multi-manager solutions and proprietary research, offering discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting.

Kevin Wiest is a financial advisor with Integrated Wealth Concepts LLC in Irvine, CA, holding two years of industry experience. Prior to joining Integrated Wealth Concepts, he worked for Windes Inc., a CPA firm where he is a partner, and spent 20 years at Wright, Ford, Young & Co. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolio construction primarily using mutual funds, ETFs, individual equities, and fixed income with a primarily long-term investment approach.

Jonathan Reilly is a financial advisor with VOYA Financial Advisors, Inc. in Irvine, CA, holding Series 63 and Series 66 credentials and possessing 34 years of industry experience. His career includes roles at Voya Financial Partners, Voya Retirement Advisors, Valic Financial Advisors, and American General Financial Advisors. He serves on the Finance Committee of the California Council on Economic Education, a nonprofit focused on personal finance and economics education for students. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists with technology-enabled tools to manage client portfolios, often via non-discretionary arrangements, and operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

Mark Woodfield is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2008. Outside of his advisory role, he manages a business entity focused on income and expense management and is involved in sales and marketing of insurance products, including life insurance and annuities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, employing various analytical approaches and both discretionary and non-discretionary arrangements.

Winston Ventura is a financial advisor at Creative Planning with 12 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Cetera Wealth Services, Sageview Advisory Group, Triad Advisors, Resources Investment Advisors, Independent Financial Partners, and LPL Financial. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets, employing a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and comprehensive retirement plan services.

Edward Zwickl is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at California State University Fullerton, Vans, Postmates, Cypress College, Crossline Community Church, and Los Alamitos High School. He has been involved with Crossline Community Church since 2017. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services using multiple analytical approaches and allows clients access to model overlay programs and third-party money managers.

Brett Nilsson is a financial advisor at Creative Planning with a Series 65 credential and five years of industry experience. He has worked at Creative Planning since 2023 and previously held roles at flexPATH Strategies and NFP Retirement. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals while integrating private market exposure and tax-efficient techniques.

Erica Berger is a financial advisor at Cresset Asset Management, LLC with six years of industry experience. She holds a Series 65 designation and previously worked at Knightsbridge Wealth Management and Buffalo Capital Corporation. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach using both active and passive strategies, supported by a structured due-diligence program and a range of affiliated entities offering specialized advisory and family office services.

Louis Richards Jr. is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with firms including Park Avenue Securities, Mutual of Omaha, Northwestern Mutual, and State Farm. Outside of his advisory role, he is active as a social media content creator focused on lifestyle topics and serves on the board of directors for the Cal Poly Pomona Sales Center. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment solutions.

Constantine Basdakis is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at LPL Financial, Citigroup Global Markets, and Transamerica Financial Advisors. He is also involved in managing Basdakis Wealth Management Group, Inc., which operates within his LPL business activities. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services including financial planning and outsourced CIO solutions through an independent-advisor model with an open-architecture investment approach.

Hai Uy Dang is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Inc. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that delivers discretionary and non-discretionary solutions across various asset classes, along with registered broker-dealer capabilities.

Craig Brueckner is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2015. He is also a partner and co-owner of BRS Financial Group, LLC, where he has worked since 1998. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and back-office services. The firm provides portfolio construction flexibility and manages discretionary model portfolios through its Investment Management and Research team.

Brett Dulyea is a CFA® charterholder with 20 years of industry experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having joined in 2025. His prior experience includes roles at First Foundation Advisors and Merrill Lynch Investment Managers LP. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines portfolio management and financial planning with a broker-dealer platform, offering discretionary and non-discretionary investment solutions, including access to alternative investments and affiliated trust and insurance services.

Jordan Putman is a financial advisor at Wealth Enhancement Advisory Services, LLC with Series 65 credentials and one year of industry experience. His prior roles include positions at Spectrum Wealth Management, LLC and the Putman Group. He also has experience in education, having worked at Cal State University Fullerton and Tesoro High School. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified, risk-class based investment approach combining passive and active strategies overseen by an internal Investment Committee.