Aaron Newland is a CFP® with 30 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. since 2017. Prior to this, he worked at At Investment Advisers, Inc. for three years. CIBC Private Wealth Advisors provides investment advisory and wealth management services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a structured investment process involving internal teams and committees to create customized portfolios, combining proprietary offerings with external managers and including options strategies and structured notes.

Saivaroon Diehl is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Penn Mutual Insurance Company and Hornor, Townsend & Kent since 1998. He is also the proprietor of Saffron Financial, a life insurance brokerage serving multiple carriers including Penn Mutual. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms with a focus on client-directed implementation and oversight rather than routine discretionary trading.

Ebenezer Thompson is a Series 66 licensed advisor with Goldman Sachs Wealth Services and has one year of industry experience. Prior to joining Goldman Sachs, he held roles at Ernst and Young and was affiliated with Pitzer College for two separate periods. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm employs strategic and tactical allocation models supported by proprietary research and offers a range of advisory platforms integrated within the broader Goldman Sachs ecosystem.

Jennifer Hashimoto is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. She holds a Series 66 designation and previously worked at BlackRock Investments, LLC from 2015 to 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, operating under a Private Advisor model with a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Chad Milling is a financial advisor with Planmember Securities Corporation, holding the CFP® designation and Series 63 and 65 licenses, with 31 years of industry experience. He has been involved with Highmark Financial Solutions Group since 2010 and has worked in tax and financial services as well as with the Mccloskey Agency since 1994. In addition to his advisory role, he is active in insurance sales, focusing on long-term care. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation approach with risk-based mutual fund portfolios and supports clients through education, personalized planning, and participant services.

Matthew Collins is a financial advisor at Principal Financial Services with 16 years of industry experience. He holds a Series 66 designation and has worked at Principal Financial Services and Principal Life Insurance Company since 2026. Prior to that, he was affiliated with MassMutual and its related entities from 2017 to 2026, and with Tax and Financial Services and Securian Financial Services from 2010 to 2017. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Andrew Hoang is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Bank, nA. He has also worked at California State University, Fullerton. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach, utilizing proprietary due diligence and third-party platforms to deliver discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Mitchell Hughes is a financial advisor with Beacon Pointe Advisors, LLC and holds a Series 66 designation. He has nine years of industry experience, including prior roles at Bank of America, Merrill, and J.W. Cole Advisors. In addition to his advisory work, he is a licensed insurance agent involved in the sale of life and health insurance products through Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced CIO solutions to a diverse client base, including individuals, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive strategies across multiple asset classes.

Amir Boghdady is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and provides bespoke discretionary solutions for high-net-worth relationships.

Pascal Nguyen is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. His prior work includes roles at P2 Partners Insurance & Financial Services LLC and his own firm, Pascal Insurance and Financial Services. He also serves as a member of PIFS Management LLC, a management company overseeing business activities unrelated to investments. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional investors, and corporate clients. The firm offers multiple advisory program types with an emphasis on tailoring recommendations to client objectives and manages the majority of its assets on a non-discretionary basis.

Dak Spivey is a financial advisor with Rockefeller Financial LLC in Newport Beach, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. He has previously worked at firms including Provenio Capital Management, Thece Wealth Management, Corient, Cetera Advisor Networks, Sageview Advisory Group, Morgan Stanley, and UBS Financial Services. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Richard Barry is a financial advisor at Goldman Sachs Wealth Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs since 2021, following a 26-year tenure at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with a broad range of affiliated services.

Mary Mar is a CFP® with 39 years of industry experience, currently serving at SPC since 2009 and previously with Sigma Financial Corporation since 2000. She is based in Laguna Hills, CA. Mary serves as chair of the Rotary District 5320 Finance Committee and is a board member of the Montilla Homeowners Association in Irvine, CA. SPC serves a diverse range of clients including high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services with a notable corporate structure that integrates affiliated broker-dealers and insurance agencies.

Andrew Rovzar is a financial advisor with Beacon Pointe Advisors, LLC in Newport Beach, CA. He holds a Series 66 designation and has five years of industry experience. Prior to joining Beacon Pointe in 2021, Rovzar worked at Morgan Stanley, Mobilitie, and Artemis Search Partners. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a manager-focused investment approach, combining asset-allocation modeling with both active and passive strategies, and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Alexander Kassouf is a financial advisor at Beacon Pointe Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Beacon Pointe since 2013. Kassouf serves as vice president and secretary on the board of directors for The Kassouf Foundation, a private nonprofit organization. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach, utilizing third-party independent managers selected through a formal due-diligence process, and offers services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Madhavi Holay is a CFP® professional with seven years of industry experience, currently serving at Schwab Wealth Advisory in Irvine, CA. Her prior experience includes roles at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standardized asset allocation models and Schwab research tools. The firm delivers annual financial reviews and investment recommendations while clients retain final trading decisions.

Jared Backner is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA, holding Series 66 and Series 63 licenses with four years of industry experience. His prior roles include positions at Nylife Securities LLC and New York Life Insurance Company. He also operates under the DBA Blue Cedar Financial and Insurance Solutions, focusing on brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Natalia Bartolone is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Her prior work includes positions at Seton Hall Law and AER Technologies. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored services including Executive Wealth, Personal Wealth, and Private Family Office support, utilizing centralized investment resources and a mix of discretionary and non-discretionary managers within a large integrated financial group.

David Penniall is a CFP® professional with 43 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. His career includes leadership roles at multiple firms such as ADDWEALTH, LLC and Retirement Wellness Group, LLC. Outside of financial advising, he owns and manages Paragon Sports International, a sports management company. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-driven investment approach, utilizing proprietary due diligence and third-party platforms to implement client strategies.

Jason Overholtzer is a CFA® charterholder with 11 years of industry experience. He has been with Beacon Pointe Advisors, LLC since 2014. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-of-managers approach using a proprietary Focus List and offers services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.