Scott Plamondon is a financial advisor at Beacon Pointe Advisors, LLC with 30 years of industry experience. He holds the ChFC® and Series 63 credentials. Prior to his current role, he worked at The Leaders Group Inc and Comprehensive Brokerage. Outside of his advisory work, he is involved in insurance services as an owner and vice president at Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, offering discretionary wealth management, financial planning, retirement plan consulting, and outsourced CIO solutions. The firm uses a manager-focused investment approach with a formal due-diligence process and sponsors proprietary investment vehicles, including private funds and a registered interval fund.

Lauren Meixel is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. She has been with Beacon Pointe Advisors and its predecessor entities continuously since 2016. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services 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.

Mark Menne is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked at Centaurus Financial since 2012 and has been with The Lotter Group since 2005. Outside of advisory services, he acts as an insurance agent specializing in life, long-term care, and disability insurance. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm employs a variety of investment approaches across discretionary and non-discretionary accounts, offering financial planning, portfolio management, retirement-plan consulting, and specialized advisory services.

Bernard Mc Gloin is a CFA® charterholder based in Newport Beach, CA, with 23 years of industry experience. He has worked at Beacon Pointe Advisors, LLC since 2023, following a 20-year tenure at BNY Mellon Wealth Management. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual, corporate, pension, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers across active and passive strategies and offers proprietary private funds and interval fund advisory services.

James Dewhurst is a Series 66-registered financial advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA. He has 11 years of industry experience, including seven years at The Ayco Company, L.P./Mercer Allied prior to joining Goldman Sachs in 2019. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm uses strategic allocation models and proprietary analytics, leveraging the broader Goldman Sachs ecosystem to provide a wide range of advisory and investment services.

Christopher Carlsen is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs in 2024, he worked at Morgan Stanley and has held positions outside the financial industry, including roles at In N Out Burger and Ashton Carter for C&L Refrigeration. Goldman Sachs Wealth Services provides financial planning and investment management to a diverse client base, including high-net-worth individuals and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

John Bennis is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and having 36 years of industry experience. He has worked at Pacific Wealth Partners since 2014, where he is the owner, and previously spent eight years at LPL Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Nafeng Hioe is a financial advisor at Transamerica Financial Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Aetna and World Financial Group, among other roles. Outside of his advisory work, he serves as CFO of Destiny Builders 8, LLC. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party investment platforms, providing discretionary and non-discretionary portfolio management options.

Joy Dutmers is a financial advisor with Principal Financial Services based in Orange, CA, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has been with Principal Financial Group since 1998 and Principal Securities Inc. since 2016. Dutmers also serves as a bank/trust officer for Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple business areas. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Patricia Wojnarowski is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with Transamerica Financial Advisors since 2014 and is also affiliated with WealthWave, MJ Marketing LLC, and NetLaw. Her other business activities include sales of insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Tyler Merrill is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. Prior to joining Creative Planning, he worked at Raymond James and held positions at the University of California, Irvine, among other roles. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm emphasizes a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Vinit Madan is a financial advisor at Farther with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, Pacific Rim Capital, 20/20 Capital Management, and Prime Capital Investment Advisors. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income.

Shawn Bragdon is a financial advisor with TLG Advisors, Inc. based in Costa Mesa, CA, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience, including roles at The Leaders Group, Inc. and BGA Insurance Services. Outside of advisory activities, he is a managing partner and president of insurance services firms that focus on wholesale and retail life insurance, annuities, and related products. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans. The firm offers investment supervisory services, portfolio management, and financial planning, employing manager selection and Modern Portfolio Theory to construct diversified portfolios across various investment styles and risk levels.

Aridaman Singh is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked with New York Life Insurance Company and several affiliated entities since 2016. Outside of his advisory role, Singh is involved as a partial owner of a restaurant franchise business, participating in strategic discussions related to the operation of a TOGOs sandwich shop. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis through an integrated New York Life affiliate structure.

Michael Thai is a Series 66-credentialed financial advisor with 23 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021, following a 19-year tenure at The AYCO Company, L.P. He is based in Newport Beach, CA. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models, manager selection, and advanced analytics to tailor solutions across multiple platforms, leveraging capabilities across the broader Goldman Sachs ecosystem.

Michael Brescione is a financial advisor with Osaic Institutions, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior work includes roles at Money Concepts Capital Corp, LPL Financial, Wescom Financial Services, and several other firms. He also spent two years in homemaking between 2023 and 2025. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients. The firm offers customized advisory services and utilizes a hybrid adviser/broker-dealer structure with a mix of discretionary and non-discretionary accounts, along with access to alternative investments and lending solutions.

Andrew Meyer is a CFP® and CFA® with 11 years of industry experience, currently serving at MAI Capital Management, LLC since 2015. He is based in Newport Beach, CA. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management strategies across equities, fixed income, ETFs, and private investments, integrating financial planning and tax services into client relationships.

Jacob Salloum is a financial advisor at Hightower Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at MWA Financial Services Inc. and Modern Woodmen of America. Prior to entering finance, he held roles in restaurant groups and medical management. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Jacob Koller is a financial advisor at Corient with a Series 66 designation and three years of industry experience. Prior to joining Corient in 2025, he held positions at Agia and Valic Financial Advisors. He has also worked in roles related to healthcare and sports medicine at Zimmer Biomet and the University of Tennessee. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional entities. The firm employs a goals-based, team investment approach that combines proprietary strategies with third-party managers and incorporates advanced risk management tools.

Alex Nunes is a Certified Financial Planner (CFP®) with 15 years of industry experience. He currently serves as a financial advisor at Beacon Pointe Advisors, LLC, where he has worked since 2019 following prior roles at 20/20 Capital Management and Ameritas Life Insurance Corp. In addition to his advisory role, Nunes is a licensed insurance agent involved with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.