Lance Wexler is a financial advisor with Beacon Pointe Advisors, LLC, based in Santa Cruz, CA. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. His prior roles include positions at Nexus Wealth Advisors, LLC and United Capital Financial Advisers, LLC. In addition to his advisory work, he is an insurance agent with Beacon Pointe Insurance Services, focusing on life, health, and accident insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm utilizes a disciplined manager selection process and offers a range of services from discretionary wealth management to outsourced CIO solutions, supported by proprietary investment vehicles and private fund management.

Robert Rainey is a financial advisor with Integrity Alliance, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 38 years of industry experience. He has worked with firms including Lion Street Advisors and Visionlink Corporate Insurance Services, where he has been involved in insurance sales and compensation consulting. Outside of his advisory role, he is involved in software development for bonus plan management and provides consulting services unrelated to investments. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 advisors. The firm offers continuous asset management, financial planning, and retirement plan consulting, utilizing a variety of investment approaches and platforms to support both discretionary and model-based portfolios.

Dylan Macdonald is a CFP® with nine years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. He has been with Beacon Pointe Advisors since 2017, with prior experience at The Doman Group. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced CIO solutions to a diverse client base, including individuals, corporations, and institutional investors. The firm combines proprietary asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private markets.

Royce Running is a financial advisor with Centaurus Financial, Inc. in Irvine, CA, holding a Series 66 designation and 19 years of industry experience. He has been with Centaurus Financial since 2013. Outside of his advisory role, Running is involved in real estate ventures, including managing rental properties and participating in a family-run residential fix-and-flip business. 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 through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services with both discretionary and non-discretionary arrangements.

Connor Cirillo is a financial advisor at Beacon Pointe Advisors, LLC in San Diego, CA. He holds a Series 65 credential and has been with Beacon Pointe Advisors since 2024. Prior to joining the firm, he worked at Zignal Labs and Unify Consulting and has academic experience from USC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm utilizes a proprietary manager due-diligence process and allocates client strategies across third-party independent managers, offering services including wealth management, financial planning, and outsourced CIO solutions.

Lawrence Smith is a financial advisor with Centaurus Financial, Inc. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has been with Centaurus Financial since 2007. Outside of his advisory role, he owns and operates a sales business called First Portfolio Financial. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management solutions, including discretionary and non-discretionary arrangements, employing various analytical approaches and third-party resources.

Matthew Steelman is a financial advisor with Integrated Wealth Concepts LLC in Irvine, CA, holding a Series 65 credential and two years of industry experience. He also works with Windes, Inc. as a CPA. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, family office, and retirement plan advisory services. The firm constructs customized portfolios using mutual funds, ETFs, individual equities, and fixed income, employing both long-term and shorter-term trading strategies while maintaining client assets with third-party custodians.

Taylor Parks is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2018, including prior roles at The Ayco Company and Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, corporate participants, executives, and institutional clients. The firm offers tailored investment strategies supported by proprietary research and integrates capabilities from across the Goldman Sachs ecosystem.

Alexandra Mendoza is a CFP® professional with one year of industry experience. She is currently with Mercer Global Advisors Inc. in Newport Beach, CA, and has previous experience at Capstone Pacific Investment Strategies and Morgan Stanley. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning, as well as family office services. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios and multiple investment options, supported by educational content and integrated service lines.

Jackson Barnes is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has previously worked at AdvantageXPO and Newport Beach Country Club, among other roles. Goldman Sachs Wealth Services provides comprehensive financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm utilizes strategic allocation models, specialized programs, and proprietary analytics to tailor plans and portfolios aligned with client objectives.

Anju Mohindru is a financial advisor at Mariner with 18 years of industry experience. She holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors for 15 years. Outside of advisory work, she serves as a notary public in Laguna Woods, CA. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Christopher Lenihan is a financial advisor with D.A. Davidson & Co. in Irvine, CA, holding a Series 66 designation and eight years of industry experience. His prior work includes service at the LA County Fire Department and seven years at the Robert E Harris Agency. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and private wealth management, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Faryal Ahsan is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. Prior to joining Goldman Sachs, she held positions at Pimco and has also worked in educational roles at Chapman University, Irvine Valley College, and Northwood High School. 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 employs strategic and tactical allocation models, manager selections, and both discretionary and non-discretionary implementations, leveraging a broad range of affiliated resources within the Goldman Sachs ecosystem.

River Galland is a CFP® professional affiliated with Beacon Pointe Advisors, LLC in Newport Beach, CA. Galland has been working in the financial services industry since 2023 with experience at multiple firms, including Waypoint Wealth Partners, Yeske Buie, and Ridgecrest Wealth Partners prior to joining Beacon Pointe Advisors. Outside of financial services, Galland was involved with Big Dog Surf Camp for several years. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement plan platform, and outsourced CIO services to a diverse client base that includes individuals, corporations, and institutional clients. The firm employs a combination of asset allocation modeling and third-party independent managers, using both active and passive strategies across public and private asset classes.

Garett Rodriguez is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA. He has four years of industry experience, including roles at Goldman Sachs Ayco and prior positions in accounting and mortgage services. Outside of finance, he has worked in educational settings at Chapman University and local schools. Goldman Sachs Wealth Services provides comprehensive financial planning and investment management to individual and high-net-worth clients, corporate participants, and institutional clients. The firm leverages centralized investment resources and a broad range of affiliated services, including private family office support and retirement plan education, operating within a large integrated financial group.

Nathan Herrera is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Lulu Lemon, Champs, Firstline Home Loans, and California State University Fullerton. Goldman Sachs Wealth Services advises a diverse client base, ranging from individual investors to institutional clients, providing financial planning and portfolio management alongside specialized programs such as Private Family Office services and Executive Wealth programs. The firm integrates strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem to tailor client solutions.

David Choi is a financial advisor with Integrated Wealth Concepts LLC in Newport Beach, CA, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at LPL Financial since 2015 and was previously affiliated with Level Four Advisory Services. Outside of his advisory roles, he owns a retail tea and coffee shop, Y.E.S. Hospitality Group DBA Sharetea FV. Integrated Wealth Concepts LLC 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, using customized portfolios built from mutual funds, ETFs, individual equities, and fixed income while employing both long-term and shorter-term trading strategies.

Justin Kessler is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA, holding a Series 66 designation and bringing 10 years of industry experience. He has worked with Ayco/Goldman Sachs & Co. LLC since 2019 and was previously with The AYCO Company, L.P./Mercer Allied from 2014 to 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a variety of discretionary and non-discretionary managers to implement tailored portfolios and services.

Austin Mc Gowan is a financial advisor with J. W. Cole Advisors, Inc. in Irvine, CA, holding Series 66 and Series 63 licenses with two years of industry experience. His prior roles include positions at Platinum Equity Advisors, LLC and KPS Capital Partners, LP. J. W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms for individual, high-net-worth, and institutional clients. The firm employs a combination of fundamental and technical analysis along with model or manager-based strategies, and advisors may manage client accounts on either a discretionary or non-discretionary basis.

Eugene Stoeckly is a financial advisor with Integrated Wealth Concepts LLC in Newport Beach, CA, holding a Series 63 designation and 38 years of industry experience. He previously worked for UBS Financial Services from 2007 to 2021 and is a founding principal of Crown Bay Wealth. Stoeckly is also president of the Stoeckly Family Foundation, which manages foundation assets and grants, and serves as a director of the Ramshorn Condo Association, a nonprofit homeowners association. 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, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income, and combines enterprise-scale operations with a variety of model and wrap-fee program options.