Andrew Bautista is a financial advisor with Integrated Wealth Concepts LLC in Irvine, CA, holding two years of industry experience. He is also a partner at Wright, Ford, Young & Co, CPAs, where he has worked for over 26 years. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a mix of mutual funds, ETFs, equities, and fixed income, and sponsors various wrap-fee programs.

Petra Chien is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, NA, as well as First Republic Investment Management, Inc., and First Bank Wealth Management. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a variety of implementation options and maintaining several affiliated service lines.

Sean Okeefe is a Certified Financial Planner (CFP®) with 34 years of industry experience. He has worked at Stratos Wealth Partners, Ltd and LPL Financial since 2015 and previously spent 15 years with Equitable Advisors. He is based in Irvine, CA. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients through independent investment adviser representatives, offering customized portfolio management and financial planning using an open-architecture platform that integrates multiple third-party managers.

Paul Rand is a financial advisor at Hightower Advisors in Newport Beach, CA, holding a Series 66 designation with 25 years of industry experience. He has worked at HighTower Securities, LLC and Hightower Advisors since 2016. Rand is also involved with R2M Management CA, LLC, an administrative services company related to registered investment advisor practices. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary management, financial planning, and retirement consulting, with capabilities in alternative investments, custom indexing, and cross-border investment strategies.

Cody Mutz is a Series 65-licensed advisor with CWM, LLC, based in Irvine, CA. He has one year of industry experience, including positions at Carson Wealth Management and prior roles outside the financial industry. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of over 600 advisors. The firm employs a discretionary investment approach using model portfolios overseen by an internal Investment Committee and offers a broad range of services including portfolio management, financial planning, and retirement plan solutions.

Alpesh Patel is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 designations and 28 years of industry experience. He has worked at Rockefeller Capital Management since 2025, Rockefeller Financial LLC since 2021, and previously spent a decade at Bank of America and Merrill. Patel is also the owner of Navigator Holdings LLC, a cash-holding entity with no active operations. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking, organizing client relationships through a Private Advisor model and a consolidated investment platform.

Graham Pierce is a financial advisor at Beacon Pointe Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Beacon Pointe Advisors since 2011. Pierce is also the Chief Executive Officer of Port Street Investments, LLC, where he is involved in sales, strategy, and marketing. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses a manager-focused investment approach, combining active and passive strategies with quantitative and qualitative due diligence, and offers services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Kevin Thomas is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA, holding Series 63, 65, and 66 licenses and six years of industry experience. His prior roles include positions at The Vanguard Group, Charles Schwab & Co., and Altruist Financial LLC. 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 services. The firm integrates strategic and tactical allocation models, manager selections, and proprietary analytics, providing a range of customized solutions and access to the broader Goldman Sachs platform.

Taylor Salisbury is a financial advisor with Stratos Wealth Partners, Ltd and holds the Series 66 designation. He has 12 years of industry experience and has been with Stratos Wealth Partners and LPL Financial since 2013 and 2014, respectively. Salisbury also has an ongoing affiliation with Cal State Fullerton since 2012. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients through an advisor-driven model that offers customized discretionary and non-discretionary portfolio management, supported by an open-architecture platform integrating multiple third-party managers and investment solutions.

Braeden Lueken is a financial advisor at MAI Capital Management, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Pathway Capital Management and Whittier Trust Company, as well as earlier experience outside the investment industry. MAI Capital Management, LLC provides 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 a range of portfolio strategies implemented through in-house and third-party managers, along with integrated financial planning and tax services.

Philip Hagopian is a financial advisor at Beacon Pointe Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Westmount Asset Management, Lido Advisors, Centaurus Financial, and Questar Capital Corporation. Based in Newport Beach, CA, his career includes roles spanning from 2013 to the present at a variety of advisory and financial services firms. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer (OCIO) services to a diverse client base including individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, using both active and passive strategies across public and private asset classes.

Tyler Brock is a Certified Financial Planner (CFP®) with 15 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2016. His work history includes roles within various Beacon Pointe entities, including Beacon Pointe Insurance Services, where he is a licensed insurance agent. 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-of-managers approach, utilizing a proprietary “Focus List” and a formal due-diligence process to implement client strategies across multiple investment platforms.

Rachel Rieger is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential. She has been with Goldman Sachs since 2025 and has experience in various roles including positions at Clemson University and Ulta Beauty. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering tailored strategies supported by the firm’s integrated investment and advisory resources.

Ignatius D'anna is a CFP® and holds a Series 66 license with nine years of industry experience. He currently works at Mercer Global Advisors Inc. and has previous experience at BNY Mellon Wealth Management, Charles Schwab Bank, Charles Schwab, and Scottrade, Inc. Mercer Global Advisors provides investment advisory and related planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm uses a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a variety of implementation options, including ETFs, mutual funds, separate accounts, and direct indexing.

Gregory Taylor is a CFP® and CFA® with 12 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2020. Prior to joining Beacon Pointe, he worked for five years at Mercer Global Advisors Inc. He is based in Newport Beach, CA. Beacon Pointe Advisors provides wealth advisory, consulting, 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, employing both active and passive strategies across public and private asset classes.

Tzuhsuan Meng is a CFA® charterholder based in Newport Beach, CA, with over 18 years of experience in the financial industry. He joined Beacon Pointe Advisors, LLC in 2026 after an 18-year tenure at Wells Fargo. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm uses a combination of third-party independent managers, quantitative and qualitative due diligence, and proprietary investment vehicles to implement client strategies.

Adrian Gomez is a Series 65-licensed financial advisor with three years of industry experience, currently associated with Equity Services, Inc. He previously worked at The Walt Disney Company for nine years. In addition to his advisory role, Adrian is also involved in insurance sales and services through multiple entities. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, trusts, and charitable organizations. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Chance Wegner is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019. Prior to that, he was with The Ayco Company, L.P./Mercer Allied and Merrill Lynch. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs such as Private Family Office services and Financial Wellness, using strategic allocation models and a range of fee arrangements supported by tools like tax-aware techniques and proprietary analytics.

Ryan Freeman is a financial advisor with Primerica Advisors holding a Series 66 designation and two years of industry experience. His work history includes roles at Guardian Life Insurance Company and Park Avenue Securities. He is also involved in outside insurance sales on a limited basis. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes proprietary model portfolios and third-party managers, offering both discretionary and non-discretionary account management options.

Nancy Van Lanen is a financial advisor with Integrated Wealth Concepts LLC and holds a partner role at Wright Ford Young & Co, a CPA firm. She has six years of experience at Wright Ford Young & Co and has worked in the financial services industry for a total of eight years across multiple firms. 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, and family office services, using customized portfolios and a long-term investment approach supplemented by shorter-term trades.