Ryan Cravitz is a CFP® with 13 years of industry experience, currently serving at Brookstone Capital Management LLC since 2016. He has also owned Cravitz Financial & Insurance Solutions, previously Milestone, since 2011, where he promotes and teaches financial literacy to adults and children as a Certified Financial Education Instructor with the National Financial Educator's Council. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm offers discretionary portfolio management through a turnkey asset management platform and employs a range of investment strategies including strategic and dynamic asset allocation models, ETFs, mutual funds, and options-enhanced strategies.

Scott Smith is a financial advisor at J.W. Cole Advisors, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Edward Jones for 18 years. Smith also manages Smith Wealth Partners, a client-facing business offering advisory practice information and client portals, and serves as a life and health insurance agent. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans nationwide through over 400 independent advisors. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Sophie Kempf is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has previously worked at Farmers and Merchants Bank of Long Beach and engaged in academic roles at the University of Southern California and Jserra Catholic High School. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored wealth management solutions and leverages centralized investment resources and affiliated teams to implement portfolios across a range of strategies.

Anakaren Rosas is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. She has four years of industry experience, including roles at Goldman Sachs Ayco Personal Financial Management and legal positions at the Fowler School of Law Chapman Tax Law Clinic and the Law Offices of Alicia D. Taylor. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering tailored financial planning and portfolio management through a variety of strategies and platforms. The firm leverages integrated capabilities across the broader Goldman Sachs ecosystem, providing access to specialized programs and investment solutions.

Blaine Carver is a CFP®-certified financial advisor with 11 years of industry experience, currently with Hightower Advisors since 2023. He has previously worked at J. Derek Lewis & Associates, Mutual Securities, Inc., Mars Jewett Financial Group, Inc., and Cetera Advisor Networks. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a network of advisor practices.

Giesella Earley is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 designations. She has 14 years of industry experience and has been with Citigroup since 2010. Citigroup Global Markets serves individual and institutional clients across various 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 significant institutional capabilities including in-house research and specialized market roles.

Carly Gold is a financial advisor at Stratos Wealth Partners, Ltd with four years of industry experience. She holds a Series 66 designation and has worked at LPL Financial, Holmes Associates, and Stratos Wealth Partners. Outside of advising, Carly has experience as a notary and has provided administrative support within her firm. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving more than 24,000 clients with approximately $18.6 billion in assets under management. The firm offers individualized investment strategies through advisor-managed and model portfolios, utilizing an open-architecture approach that incorporates external platforms and third-party managers.

Indya Yuill is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. She holds a Series 66 designation and has been with Beacon Pointe Advisors and its related entities since 2016. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, 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.

Jordan Greenhall is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and five years of industry experience. His prior roles include positions at The Ayco Company, NKSFB LLC, and various organizations outside finance such as the Israel Lacrosse Association and the Newport Beach Wine and Food Festival. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office services and Executive Wealth programs. The firm uses a combination of strategic and tactical allocation models and integrates resources across the broader Goldman Sachs ecosystem to deliver tailored investment solutions.

Thomas Demko is a financial advisor at Creative Planning with 12 years of industry experience. He holds a Series 66 designation and has worked at Bay Mutual Financial and Creative Planning Institutional Advisors prior to his current role. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure while managing approximately $295.6 billion in client assets.

Gregory Johnstone is a financial advisor with Centaurus Financial, Inc. in Irvine, CA, holding the CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including 24 years at Centaurus Financial and over 30 years running Johnstone & Associates. Outside of advising, he serves as president of KSWM Inc., an accounting and administrative entity. Centaurus Financial provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm’s investment approach combines fundamental and technical analysis with discretionary and non-discretionary management, offering specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Michael Phelps is a financial advisor at Corient with 22 years of industry experience. He holds a Series 66 designation and has been with various entities within Corient since 2015. He also serves as an individual trustee for a client of Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and offers specialized services through affiliates such as family office and trustee services.

Heather Blake is a financial advisor at OSAIC Institutions, Inc. with seven years of industry experience. She holds a Series 66 designation and has previously worked with Infinex Investments, Inc., Financial Partners Wealth Management, and LPL Financial. Additionally, she serves as trustee and executor for an estate and trust, acting in a fiduciary capacity. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm provides customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Greggory Cowan is a financial advisor at Beacon Pointe Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Capital Group for 11 years before joining Beacon Pointe Advisors. Beacon Pointe Advisors 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 employs a combination of proprietary asset-allocation modeling and third-party independent managers, offering both active and passive strategies across public and private asset classes.

Milos Vrzic is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. He previously worked at Signature Resources Capital Management for six years. Vrzic is a co-owner of Tranquility Wealth Management, LLC, a private entity focused on securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs and access to third-party asset managers, supporting a wide range of investment options and consulting services.

Joel Gritten is a financial advisor with Planmember Securities Corporation based in Yorba Linda, CA. He holds the CFP® designation and has 38 years of industry experience. In addition to his advisory work, he has been involved with Trader Joe’s since 2003 in a non-investment capacity. 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 top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

William Maniss is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Oppenheimer & Co. Inc since 2016. Oppenheimer serves a diverse client base, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides various advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and a range of investment products to tailor client solutions.

Karl Kim is a CFP® with 38 years of industry experience, currently serving at Integrity Alliance, LLC since 2020. He previously worked at Triad Advisors, Inc. for 14 years and has been involved with Retirement Planning Advisors, Inc. since 2002. Outside of advisory work, Kim owns a Medi-Cal eligibility service business and serves on the board of Keiro Kikyo Home, a care facility. Integrity Alliance supports a diverse client base including individuals, charitable organizations, corporations, and retirement plans through 164 independent advisers. The firm offers comprehensive asset management, financial planning, and retirement consulting, utilizing both advisor-managed and model-based portfolio strategies across various investment vehicles and platforms.

Robert Shier Jr. is a CFP®-certified financial advisor with 30 years of industry experience. He is associated with Cerity Partners LLC and has been working with HPM Partners Advisor Alliance LLC and HPM Partners LLC since 2012. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, estates, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Alan Bender is a financial advisor with SPC in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Parkland Securities since 2014 and has been associated with Precision Wealth Financial & Insurance Services since 2004. Outside of his advisory roles, he serves as president of Dynamis Wealth Solutions, LLC, which provides group health and life insurance products. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, employing both discretionary and nondiscretionary strategies tailored to client needs.