Dylan Brooks is a CFP® with seven years of industry experience and is currently with Beacon Pointe Advisors, LLC in Newport Beach, CA. His entire professional background has been with Beacon Pointe Advisors and, prior to that, he attended Dartmouth College. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) services to a diverse client base including individuals, corporations, and institutional clients. The firm utilizes a combination of asset allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Alfred Valencia is a financial advisor with Guardian Life and holds a Series 66 designation. He has nine years of industry experience and has worked primarily with Park Avenue Securities and Guardian Life Insurance Company. In addition to his advisory role, he is a part owner of a small family restaurant where he helps manage the kitchen staff. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

William Blackard III is a financial advisor at Beacon Pointe Advisors, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining Beacon Pointe Advisors, he worked at Reynolds American Inc. and attended UNC - Chapel Hill. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a wide range of clients, including individuals, corporations, and institutional plans. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Sloan Petereit is a CFP® professional at Mercer Global Advisors Inc. with five years of industry experience. Before joining Mercer Global Advisors, Sloan worked at Beacon Pointe Advisors, LLC and Welch Financial Planning, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning as well as family office services. The firm uses a globally diversified investment approach based on Modern Portfolio Theory, employing low-cost ETFs, index funds, separate account managers, and other investment vehicles, and offers specialized programs and tax-management options.

Todd Reinhart is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 66 designation and 22 years of industry experience. He has been with Beacon Pointe Advisors since 2017, following a brief tenure at TD Ameritrade and a year focused on family-related homemaking. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base that includes individuals, corporations, and institutional investors. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Jon Pinckney is a financial advisor at Citigroup Global Markets with 27 years of industry experience. His prior roles include positions at Balanced Security Planning, Saxony Securities, Purshe Kaplan Sterling Investments, Miramontes Capital, and Wells Fargo Advisors. Outside of finance, he works as a sailing coach, providing private lessons and competition coaching to youth in Newport Beach, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with oversight committees and maintains a combination of institutional scale and specialized market roles.

Sergio Dominguez Florencio is a Series 66 licensed advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA, and has four years of industry experience. His prior work includes roles at Wells Fargo and The Boeing Company, as well as academic positions at California State University, Long Beach and Glendale Community College. 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 model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Michael Andrews is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, where he has worked since 2022. His prior experience includes roles at Charles Schwab and USAA Financial Planning Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations based on Schwab’s asset allocation models and research tools while leaving final trading decisions to clients.

Steven Williams is a financial advisor with Cerity Partners LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Cerity Partners since 2020 and concurrently with Cantor Fitzgerald & Co. since 2015. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in client assets. The firm offers a range of services including investment management, financial planning, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Anh Nguyen is a CFP® with 28 years of industry experience, currently serving at Principal Financial Services in Irvine, CA. He has been with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2010. His additional business activity includes selling fixed life insurance, fixed annuities, long-term care insurance, and disability insurance through various carriers. 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. 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.

Ronald Perez is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 16 years with Legend Equities Corporation. The firm serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. Lincoln Investment provides a range of financial planning and investment management services, utilizing both strategic and dynamic approaches overseen by its Investment Management & Research team.

Cathryn Jane Javier is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Ayco/Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored investment strategies, Private Family Office services, and specialized wealth programs, leveraging extensive resources across the Goldman Sachs network.

Austin Allen is a CFP® professional at Corient with five years of industry experience. He has worked at various entities within the Corient organization since 2015, including Corient Capital Partners and CIPW Service Company. Austin is based in Newport Beach, CA. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and applies risk management tools to align portfolios with client objectives.

Commie Stevens is a financial advisor at Beacon Pointe Advisors, LLC with 14 years of industry experience. They hold a Series 65 designation and have been with Beacon Pointe Advisors and its affiliated entities since 2008. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a multi-manager approach using a proprietary “Focus List” and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Banqi Yang is a CFP®, CFA®, and holds a Series 66 license with 12 years of industry experience. He is currently with Creative Planning, LLC and previously worked at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated non-investment businesses such as an affiliated law firm, trust company, and retirement plan recordkeeping services.

Kenneth Di Fiore is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He has worked at Goldman Sachs since 2021 and previously spent 14 years 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 individuals, high-net-worth households, corporate participants, and institutional clients. The firm offers tailored wealth solutions and integrates centralized investment resources with a variety of discretionary and non-discretionary managers across its broad range of services.

Rui Hu is a ChFC® and Series 66-registered financial advisor with four years of industry experience. He currently works at HSBC Securities (USA) Inc. and is concurrently a Bank Officer with HSBC Bank (USA) N.A., an affiliate of the securities firm. His prior experience includes roles at MML Investors Services LLC and MassMutual Life Insurance Company. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, providing a variety of client-directed and fully discretionary investment options. The firm’s investment approach integrates strategic and tactical asset allocation with ongoing fund due diligence and monitoring, servicing a substantial portion of assets through non-discretionary client-directed portfolios.

Christopher Wheaton is a CFP® with 16 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously spent 29 years at Litman Gregory Wealth Management. He has been involved in transitioning his former advisory business following its acquisition by Beacon Pointe. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base including 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.

Myron Mc Donald is a ChFC®-designated financial advisor with Eagle Strategies (NY Life) based in Irvine, CA, and has two years of industry experience. He has held roles at multiple entities affiliated with New York Life since 2023 and previously worked in education and public administration. Eagle Strategies serves a diverse client base including individual investors and institutional plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Daniel Helms is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2022, following a year at JPMorgan Chase & Co. Prior to his financial career, he served in the United States Marine Corps and worked for the Utah County Fire Department. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.