Matthias Day is a CFP® and Series 65-licensed financial advisor with three years of industry experience. He currently works at Kayne Anderson Rudnick Investment Management, LLC and has held previous roles at Corient, Stratos Wealth Partners Ltd, and Hall Private Wealth Advisors. Outside of finance, his background includes positions at The Home Depot, Sky Ranch Christian Camp, and College Fresh. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management services to a diverse client base, including institutions, charitable organizations, corporations, and individual clients. The firm emphasizes fundamental, quality-oriented equity research and offers a broad range of strategies across market capitalizations and asset types.

Kyle Nguyen is an advisor with Eagle Strategies (New York Life) based in Newport Beach, CA. He holds the Series 66 and Series 63 licenses and has been with Eagle Strategies and affiliated firms since 2025. Prior to his advisory role, his experience includes positions at ConsumerDirect Inc and work related to the University of California, Riverside. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis while working with a wide range of institutional sponsors within an integrated New York Life affiliate structure.

Nathaniel Burns is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2021. Prior to his advisory career, he spent five years at Raising Canes and ten years as a full-time student. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients. The firm leverages centralized investment resources and a broad array of affiliated services within a large integrated financial group.

Theodore Fern is a financial advisor at Focus Partners Wealth, LLC with 41 years of industry experience. He holds a Series 65 designation and worked at Churchill Management Group for 29 years before joining Focus Partners Wealth in 2025. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Yang Xu is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has four years of industry experience, including roles at Transamerica Financial Advisors, Wfgia, and ATW LLC. Outside of his advisory work, Xu provides software development and consulting services through his management role at ATW LLC. Transamerica Financial Advisors serves a diverse client base with investment advisory, brokerage, and retirement-plan services, utilizing a large advisor network and multiple program platforms. The firm’s approach relies on model portfolios and third-party managers, supporting clients ranging from individuals to charitable organizations and employer-sponsored plans.

Douglas Jones is a financial advisor with J.W. Cole Advisors, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 50 years of industry experience and has been associated with multiple firms, including his own Douglas W. Jones Associates Financial & Insurance Services since 1988. Outside of advising, he serves as a board member of the Foothill Business Park Owner’s and Condo Owner’s Associations. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent representatives. The firm provides portfolio management, fee-based financial planning, and access to various managed account solutions, with investment decisions implemented by advisers using fundamental and technical analysis or digital platforms.

Brock Becker is a financial advisor at Creative Planning with 25 years of industry experience. He holds the CFP® designation and Series 63 and 66 licenses. His previous experience includes roles at Cetera and Sageview Private Client Group. In addition to his advisory work, Becker is licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, 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, supplemented by tax-loss harvesting, direct indexing, and selective private market access.

Mark Laquin is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 21 years of industry experience. He previously worked for The AYCO Company, L.P./Mercer Allied for 15 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management with specialized programs and access to alternative investments, utilizing strategic allocation models and a range of implementation platforms tailored to client objectives.

David Lien is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and is also associated with David White & Associates, where he provides insurance solutions. David is a minority owner of a former manufacturing company that now holds real estate. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment vehicles and model portfolios, leveraging third-party technology and multiple program platforms to customize portfolios and manage holdings.

Chris Yeung is a financial advisor at Citigroup Global Markets with nine years at the firm and a total of eleven years in the industry. He holds the Series 66 designation and previously worked at Cathay Bank for two years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with in-house research, swap dealer and futures commission merchant roles, and offers bespoke discretionary solutions for very large relationships.

Gilbert Cassagne is a financial advisor at Mariner with a Series 65 designation and four years of industry experience. Before joining Mariner, he worked at Prime Capital Investment Advisors, LLC, Paramount Pictures, and William Morris Endeavor. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines internal research with third-party manager allocations and provides a range of investment strategies alongside integrated tax, accounting, and financial wellness solutions.

Christopher Phillips is a financial advisor at Beacon Pointe Advisors, LLC in Newport Beach, CA, holding a Series 65 designation with one year of industry experience. He previously worked at BNY Mellon from 2015 to 2024. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a combination of third-party independent managers and proprietary investment vehicles to implement client strategies.

Brianna Mariolle is a CFA® charterholder and financial advisor at Beacon Pointe Advisors, LLC with nine years of industry experience. Her prior roles include positions at IEQ Capital, LLC, Portola Partners Group LLC, and Brownson, Rehmus & Foxworth. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Hani Sharestan is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He is also a partner at Wright, Ford, Young & Co, a CPA firm where he has worked for over 20 years. In addition to his advisory role, Sharestan is actively involved in his CPA partnership. 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, and family office services, employing customized portfolios and a long-term investment approach combined with tactical rebalancing.

Dylan Dunlea is a CFP® with eight years of industry experience, currently serving as a financial advisor at Creative Planning since 2021. His prior roles include positions at Reilly Financial Advisors, Bank of America, and Merrill. Outside of his advisory work, he operates an Amazon selling business. Creative Planning provides wealth management, financial planning, and retirement plan advisory services to a diverse client base ranging from individuals to institutions. The firm employs a financial-planning-led investment approach centered on low-cost indexing and buy-and-hold strategies, complemented by various active strategies and access to private market investments.

Chris Johnson is a financial advisor at Corient with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Institutional Investments and Dowling & Yahnke. Outside of finance, he was involved with Golden Spoon Yogurt for 14 years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, continuously monitoring portfolios and employing risk management tools.

Michael Carbone is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked previously at Churchill Management Group and Fisher Investments. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, corporate and institutional clients, offering a wide range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Peter Prescott is a financial advisor with Independent Financial Group, LLC, holding the PFS™ designation and Series 63 and 66 licenses. He has 40 years of industry experience, including positions at Cetera Wealth Services, LLC and Spelman & Co., Inc. Outside of his advisory role, Prescott is a licensed California insurance agent, a CPA with a sole proprietorship focused on tax planning and preparation, and serves as a board member for a homeowners association and the nonprofit organization Pier Pride. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers a variety of portfolio management and financial planning services using a combination of firm- and third-party models, with an emphasis on strategic asset allocation and ongoing portfolio monitoring.

Derris Werstler is a financial advisor at GWN Securities Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual Investment Services LLC. Outside of his advisory role, he serves on the board of the CSR Children's Foundation, a nonprofit organization supporting children with special needs. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts and financial planning. The firm offers a range of managed-account programs and model portfolios, including SMA, UMA, and fund-strategist options, with a notable history of using market-timing and momentum-based investment strategies.

Michael Breller III is a financial advisor at Beacon Pointe Advisors, LLC in Newport Beach, CA, holding Series 63 and Series 66 designations with 15 years of industry experience. He has been with Beacon Pointe Advisors since 2012. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans, utilizing a proprietary manager selection process and offering discretionary wealth management, financial planning, and outsourced CIO solutions.