Courtney Mccutchan is a CFP® professional with eight years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2024. Her prior roles include positions at Bridge Advisory, LLC, Union Bank, and MML Investors Services. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a proprietary manager selection process and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Maricela Shenouda is a CFP® with six years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior experience includes roles at Merrill and Bank of America. Creative Planning provides 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 and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and a range of retirement plan services.

Charles Munoz is a financial advisor with Centaurus Financial, Inc. in Costa Mesa, CA, holding a Series 66 designation and 26 years of industry experience. He has been with Centaurus Financial since 2005. Munoz teaches retirement planning at Santiago Canyon College and serves as a board member of a local homeowners association. Centaurus Financial, Inc. provides advisory and brokerage services to a broad client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory management services through both discretionary and non-discretionary arrangements.

Nathaniel Spruiell is a Series 65-licensed financial advisor at Beacon Pointe Advisors, LLC with two years of industry experience. Prior to joining Beacon Pointe in 2024, he was employed at Kane Investment Management Inc. for six years and has held positions in both academic and professional settings, including at Santa Clara University and De Anza College. Beacon Pointe Advisors offers wealth advisory, financial planning, and outsourced chief investment officer services to a diverse client base that includes individuals, corporations, and institutional investors. The firm employs a blend of active and passive investment strategies, combines asset-allocation modeling with third-party independent managers, and provides comprehensive reporting and education services.

Hadi Hassan is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Eagle Strategies since 2003 and has worked with New York Life Insurance Company and NYLife Securities Inc. since 1993. Outside of his advisory role, Hassan is involved in insurance brokering for non-registered insurance products and invests passively in cryptocurrency. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types focused on tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Andrew Fuller is a CFP® professional with 20 years of industry experience, currently serving at Creative Planning since 2013. He holds a Series 66 license and is based in Irvine, CA. Creative Planning provides 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 assets and employs a financial planning–led investment process featuring low-cost indexing and buy-and-hold strategies, supplemented by options such as direct indexing and tax-loss harvesting.

Scott Ziegelmeier is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has been with Eagle Strategies since 2005 and operates Ziggy Financial & Insurance Services, which provides New York Life products and brokers non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advisory solutions through multiple program types and manages a substantial portion of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Shihua Chen is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Prior to joining Citigroup, Chen held roles at Transamerica Financial Advisors, Wfgia, and HRCF Investment Consulting Co., where they worked for ten years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and delivers bespoke solutions for large relationships alongside standard advisory services.

Trisha Miller is a Series 66-licensed financial advisor with Mercer Global Advisors Inc. in Newport Beach, CA, and has four years of industry experience. She previously worked at First Republic Securities Company, LLC and First Republic Investment Management, Inc. before joining Mercer Global Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other strategies, supported by comprehensive client education and integrated service offerings.

Arthur Veyna is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including long tenures with Securian Financial Services, Minnesota Life, and Tax & Financial Group. Veyna serves as chairman of the Lambda Chi Alpha Southern California Alumni Association and is a member of the investment committee for the PSZ Housing Corporation, a 501(c)(3) organization. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and advisory services to individuals, retirement plans, and organizations. The firm offers a combination of advisor-led discretionary management, model-based strategies, and integrated solutions including insurance and alternative investments.

Joshua Woolslayer is a financial advisor at Goldman Sachs Wealth Services based in Newport Beach, CA. He holds a Series 66 designation and has four years of experience at Goldman Sachs & Co. LLC. Prior to his current role, he worked as an e-commerce entrepreneur and held various positions in the food service industry. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm’s advisory teams use strategic allocation models and both discretionary and non-discretionary implementations, leveraging resources across the broader Goldman Sachs network to offer a wide range of specialized financial services.

Jonathan Penaloza is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with seven years of industry experience. He has worked at Centaurus Financial since 2018 and previously was employed at Footprints Behavioral Health and California State University, Long Beach. Outside of his advisory role, he is involved as a property and casualty insurance agent at CGM Risk Management. 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 financial planning, portfolio management, retirement-plan consulting, and specialized advisory management through multiple platforms and employs both discretionary and non-discretionary investment arrangements.

Wade Jones is a financial advisor with Principal Financial Services in Irvine, CA, holding a Series 66 credential and nine years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years before joining Principal Life Insurance Company and Principal Securities, Inc. Wade is also involved in outside sales of life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Rosalia Garcia is a financial advisor at Oppenheimer with nine years of industry experience. She holds Series 63 and Series 65 credentials and has worked with several firms, including Ameriprise Financial Services and Boustead Securities. Garcia has also been affiliated with Bico Drilling Tools, Inc. during her career. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a variety of investment programs and advisory services covering equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary arrangements.

Donita Joseph is a financial advisor at Integrated Wealth Concepts LLC with seven years of industry experience. She holds a Series 65 designation and has worked as a partner at Windes, Inc., a CPA firm, since 1989. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a combination of internal management and third-party asset managers with a primarily long-term investment approach.

Brent Broaddus is a financial advisor with J. W. Cole Advisors, Inc. in Irvine, CA, holding a Series 66 designation and bringing 21 years of industry experience. His prior work includes roles at First Allied Securities, Inc. and Alpine Star Wealth Management. Outside of his advisory work, he is co-owner of Aloha Bliss, a business involved in Hawaiian merchandise sales, and serves as president and handicap chairman of the Sandbaggers Golf Club. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, financial planning, and access to multiple managed account solutions, employing discretionary and non-discretionary investment strategies that include fundamental and technical analysis, model portfolios, and digital advice platforms.

Adam Jeharajah is a CFA® charterholder with four years of industry experience. He has worked at CIBC Private Wealth Management since 2014. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with governance committees to deliver customized portfolio management and wealth advisory services, managing approximately $67.8 billion in assets across 175 advisors.

Michael Moises is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior roles include positions at New York Life and its affiliated entities, and he is a partial owner of a nail salon business, managing back office inventory and marketing. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types, with the majority of assets managed on a non-discretionary basis.

Laura Lawther is a CFP® professional with 18 years of industry experience, currently serving at Empower Advisory Group. Her prior roles include positions at Raymond James Financial Services Advisors, Auro Wealth Management, and Pickett Financial Partners. Outside of her advisory work, she serves as Treasurer for The Pet Adoption Center of Orange County, a non-profit animal rescue organization. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Ryan Cravitz is a CFP® with 13 years of industry experience, currently serving at Brookstone Capital Management LLC since 2016. He has also owned Cravitz Financial & Insurance Solutions, previously Milestone, since 2011, where he promotes and teaches financial literacy to adults and children as a Certified Financial Education Instructor with the National Financial Educator's Council. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm offers discretionary portfolio management through a turnkey asset management platform and employs a range of investment strategies including strategic and dynamic asset allocation models, ETFs, mutual funds, and options-enhanced strategies.