Rita Reggio is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and bringing 36 years of industry experience. She has been with PlanMember since 2002 and also works as a substitute teacher in the Long Beach Unified School District. Additionally, she is licensed to sell life, disability, and long-term care insurance. PlanMember provides retirement-plan advisory services to employers and participants, acting as a fiduciary for many plans and offering a range of risk-based mutual fund portfolios. The firm emphasizes education and support for plan sponsors and participants through seminars, personalized planning, and a strategic asset allocation investment process.

Hai Uy Dang is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Inc. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that delivers discretionary and non-discretionary solutions across various asset classes, along with registered broker-dealer capabilities.

Craig Brueckner is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2015. He is also a partner and co-owner of BRS Financial Group, LLC, where he has worked since 1998. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and back-office services. The firm provides portfolio construction flexibility and manages discretionary model portfolios through its Investment Management and Research team.

Brett Dulyea is a financial advisor with Rockefeller Financial LLC, holding a CFA® designation and Series 63 and 65 licenses, with 20 years of industry experience. He previously worked at First Foundation Advisors for nine years and at Deutsche Bank Securities Inc. and DB Trust Company Americas for four years each. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Alex Partalala is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA, holding Series 63 and Series 66 registrations. He has one year of industry experience and previously worked at First Foundation Bank Inc and World Vision International. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth services, utilizing strategic allocation models, manager selections, and a range of fee and platform options within the broader Goldman Sachs ecosystem.

Zhuolin Hu is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and has been a business owner at Degree International Group, Inc. since 2017. Prior to his current role, he worked at LPL Financial. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, supported by in-house research and extensive market infrastructure.

Peter Koehler is a financial advisor at Goldman Sachs Wealth Services with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Goldman Sachs & Co. LLC since 2019, following a 13-year tenure at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management supported by specialized programs and integrated resources across the broader Goldman Sachs network.

Sally Ng is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She previously worked at WCG Wealth Advisors, LLC for 10 years and LPL Financial, LLC for 23 years. Outside of her advisory role, she is an insurance agent with Beacon Pointe Insurance Services and owns residential property management businesses. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-driven investment approach with a formal due-diligence process and sponsors proprietary investment vehicles, including private funds and a registered interval fund.

Rick Lowe 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 25-year tenure at Ayco/Mercer Allied Company. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Michael Hamilton is a financial advisor at Centaurus Financial, Inc. with 34 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Centaurus since 2015. Outside of advising, he owns Eagle Tax Group, a tax preparation business. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations, offering financial planning, portfolio management, retirement-plan consulting, and specialized advisory services. The firm employs both discretionary and non-discretionary arrangements and utilizes a variety of analytical approaches and model overlay programs.

Miguel Martin Jr. is a financial advisor at Transamerica Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Nationwide Student Loan and Debtmerica. In addition to his advisory work, he assists with operations at R&M Farm Service, Inc., supporting agricultural activities. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services. The firm utilizes proprietary and third-party model portfolios, managing over $2 billion in assets under management, and operates as both a registered broker-dealer and an RIA.

Nvard Ter Matevosyan is a financial advisor with NewEdge Advisors holding a Series 66 credential and seven years of industry experience. Prior to joining NewEdge Advisors in 2024, she worked at Bank of America and Merrill from 2017 to 2024. Outside of her advisory role, she is a general partner at God First Enterprises LLC, a for-profit business entity. NewEdge Advisors is an enterprise-scale registered investment advisor serving individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of services including portfolio management, financial planning, and retirement consulting through a network of independent advisors and employs multiple program structures supported by technology and centralized due diligence.

Maria Angrisani is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2021. Prior to that, she held roles at Ayco, In-N-Out Burger, Subway, California State University, Long Beach, and the School of Engineering and Sciences. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering tailored financial planning and portfolio management supported by proprietary research, specialized programs, and access to alternative investments.

Sean Mcferson is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He has served as a partner at Windes Inc., a CPA firm, since 2012. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a predominantly long-term approach and utilizing internal and third-party asset management.

Sean Latimer is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and its affiliated entities before joining Hightower in 2019. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension plans, charitable organizations, and corporations. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and varied investment strategies.

Derek Newcomer is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2012. He holds a Series 65 license and is based in Newport Beach, CA. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a proprietary “Focus List” of third-party independent managers and a formal due-diligence process for manager selection and monitoring. The firm offers discretionary wealth management, retirement plan consulting, outsourced CIO solutions, and sponsors proprietary investment vehicles, including private funds and a registered interval fund.

Jacob Cornell is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Arkadios Capital, Arkadios Wealth Advisors, NAV ADVISORS, and Balance. Outside of his advisory work, he owns Cornell Asset Management, which offers term life insurance and Medicare services. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, corporations, trusts, and foundations. The firm employs both discretionary and non-discretionary investment management strategies through platforms such as CLASSIC Plus and offers specialized services including retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Andy Nguyen is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Costa Mesa, CA, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at Ameriprise, Comerica Securities, and Wells Fargo in various capacities. Outside of his advisory work, he is involved in independent insurance brokering specializing in universal life products. FIFTH THIRD SECURITIES serves a diverse client base including individual, high-net-worth, and institutional investors through both advisory and brokerage services. The firm offers multiple investment program types on its Passageway Managed Account platform, incorporating models such as SMA strategies and direct indexing, with a structure that supports a range of client risk profiles and investment needs.

Joseph Azzopardi is a CFP® professional with 17 years of industry experience, currently advising at Mariner. His previous roles include positions at Financial Engines Advisors L.L.C., Edelman Financial Services, EF Legacy Securities, Golden State Wealth Management, and LPL Financial. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm offers customized discretionary portfolios supported by an internal management team and third-party managers, along with integrated tax and accounting services uncommon among firms of its size.

Liliana Sobaszek is a financial advisor at Beacon Pointe Advisors, LLC with two years of industry experience. She holds a Series 65 designation and has been with Beacon Pointe Advisors since 2022. Prior to her advisory role, her background includes positions outside the financial industry, including work at Maki Yaki and Mimi's Cafe. 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 using a proprietary “Focus List” and offers a range of services from discretionary wealth management to outsourced CIO solutions.