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. in Orange, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Millennium Advisory Group, LLC since 2008 and has been associated with GWN Securities and Hutto/Dean & Co for over two decades and three decades respectively. Outside of his advisory roles, he provides fixed annuities to select clients. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm features a broad network of approximately 423 advisors and manages about $3.65 billion across 37,000 client accounts, offering a range of investment programs that include traditional asset allocation and legacy momentum-based strategies.

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. Her prior work includes roles at Synoptek and First American Title Insurance Co., and she has experience in business intelligence architecture and insurance product sales. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to charitable organizations, offering a mix of advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary options.

John Keeney is a financial advisor with Beacon Pointe Advisors, LLC in Newport Beach, CA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously led Keeney Financial Group Inc. for nine years and has been affiliated with Beacon Pointe in various capacities since 2024. In addition to his advisory role, Keeney is also an agent at Beacon Pointe Insurance Services, LLC, focusing on the sale of insurance products. Beacon Pointe Advisors, LLC serves a broad client base including individual investors, corporations, and institutional clients, offering wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions. The firm combines proprietary asset-allocation modeling with third-party independent managers across active and passive strategies, and acts as general partner for proprietary private funds while providing comprehensive portfolio management and reporting services.

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 66 licenses and has 34 years of industry experience. He has been with VOYA Financial Advisors since 2014 and also serves on the finance committee of the California Council on Economic Education, a nonprofit focused on personal finance and economics education. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients, offering financial planning, portfolio management, and plan-sponsor consulting through various program structures. The firm primarily provides non-discretionary advice and operates as both an SEC-registered investment adviser and broker-dealer.

Eleanor Mar is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2015. Based in Yorba Linda, CA, her career has focused on serving a diverse client base within a large enterprise firm. Citigroup Global Markets serves individual and institutional clients across various segments, including workplace, high-net-worth, and ultra-high-net-worth individuals. The firm offers a broad range of investment advisory programs and execution services, utilizing multi-asset, multi-manager strategies and maintaining unique market roles such as acting as a security-based swap dealer and futures commission merchant.

Steven Jackson Jr. is a CFP® professional with 20 years of industry experience, currently serving at D.A. Davidson & Co. since 2013. He is a member of the board of directors for the Estate Planning Council of San Gabriel Valley. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with significant net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

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 associated with Centaurus Financial, Inc. and holds the Series 66 designation. He has no prior industry experience. Outside of his professional affiliations, he has been involved with Crossline Community Church since 2017. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base that includes 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 services such as advisory management of annuity and variable life sub-accounts.

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.

Daniel Aytekin is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several major firms, including JPMorgan Chase and Wells Fargo. Outside of finance, he was involved with RTR Bakery DBA Pandor Boulangerie & Cafe for five years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with oversight committees and manages both discretionary and non-discretionary portfolios.

Louis Richards Jr. is a financial advisor at Guardian Life with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Northwestern Mutual and Mutual of Omaha. Outside of his advisory role, Richards serves on the Board of Directors for the Cal Poly Pomona Sales Center and creates lifestyle content on social media platforms. He is affiliated with Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life that provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory solutions using model portfolios and a lower-fee digital advisory platform.

Constantine Basdakis is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Stratos Wealth Partners since 2016 and has worked at LPL Financial since 2007. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Katherine Salter is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She previously worked at Sagepoint Financial, Inc. for nine years before joining her current firm in 2018. Salter serves as a board member of St. Jude's Memorial Hospital, a nonprofit organization. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser providing brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base with both discretionary and non-discretionary account management options.

Ray Joseph is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at Axxes Capital, City of Los Angeles Fire and Police Pensions, Foreside Fund Services, Wilshire Associates, and Barclays Capital. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including swap dealer and futures commission merchant functions.