Newport Beach, CA Office

Darren Henderson is a financial advisor with Corient, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked with various Corient-affiliated entities since 2015, including Corient Capital Partners, CIPW Service Company, and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that incorporates in-house strategies alongside third-party managers, with continuous portfolio monitoring and risk management tools.

Elise Orton is a financial advisor at Corient with three years of industry experience. She holds a Series 65 designation and previously worked at Brighton Jones, Gallagher, and Columbia Pacific Wealth Management. Outside of finance, she has worked in the salon and spa industry. 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 combining internal strategies with third-party managers and employs risk management tools and alternative investments when appropriate.

Gregory Walters is a Series 66-credentialed financial advisor at Corient with 19 years of industry experience. He has held various roles within Corient and its affiliates since 2015. Walters serves as an Investment Committee Member for The Pacific Symphony. 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 uses a goals-based, team investment approach combining in-house strategies and third-party managers, employing risk management tools and alternative investments where appropriate.

Mc Kay Hardy is a Financial Advisor at Merrill Lynch Wealth Management. He works to connect clients with the people, plans, and processes that best align with their unique ambitions. Mc Kay helps clients pursue personal goals such as funding education, planning for retirement and potential healthcare costs, and creating personalized plans to achieve long-term family objectives. His approach considers each client's individual perspectives and priorities, aiming to bring simplicity and transparency to the complexities of investing. Mc Kay holds a Bachelor's Degree from Utah Valley University and is a Personal Investment Advisor (PIA). His professional philosophy centers on connecting all aspects of a client's financial life to help prioritize and pursue the goals that matter most.

Nicolae Cristea is a CFA® charterholder at Corient with seven years of experience at the firm, following a prior eight-year tenure at Pacific Alternative Management Company. He also manages Oomka Solar, LLC, a solar power generation business. Corient offers investment advisory and financial planning services to a wide range of clients, utilizing a goals-based, team investment approach that integrates in-house strategies with third-party solutions and specialized private fund platforms.

Alicia Byrnes is a financial advisor at Corient with five years of industry experience. She holds Series 65 and Series 66 licenses and has worked previously at Kayne Anderson Capital Advisors, Crescent Bay Advisors, and Evoke Wealth. 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 corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools and alternative investments where appropriate.

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.

Gordon Hassenplug is a financial advisor at Corient with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several Corient-related entities since 2015. 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 corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and employs risk management tools and continuous portfolio monitoring.

Robinder Saggu is a CFA® charterholder with 20 years of industry experience, currently serving at Corient. He has held roles within various Corient entities since 2016. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm utilizes a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs advanced risk management tools to align portfolios with client objectives.

Alexander Stimpson is a financial advisor at Corient with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has held various roles within Corient and its affiliated entities since 2015. Stimpson also serves as an individual trustee for clients of Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes advanced risk management tools to align portfolios with client objectives.

Daniel Bickel is a financial advisor at Corient with a Series 65 credential and three years of industry experience. His prior roles include positions at Cost Segregation Authority and Captrust, as well as service with The Church of Jesus Christ of Latter Day Saints. Bickel is based in Newport Beach, California. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions and uses risk management tools and stress testing to align portfolio exposures with client objectives.

Darin Tuttle is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Corient. His prior roles include positions at Martinsen Wealth Management, Pacific Capital Wealth Advisors, KeatsConnelly LLC, and Vanguard Marketing Corporation. Outside of his advisory work, he is a program manager for TuttleNumbNow, a dental education company coordinating programs nationwide. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that integrates in-house strategies with third-party managers and customized asset allocation. The firm offers specialized services through affiliates and maintains private fund capabilities and related platforms.

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.

Chris Johnson is a financial advisor at Corient with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Institutional Investments and Dowling & Yahnke. Outside of finance, he was involved with Golden Spoon Yogurt for 14 years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, continuously monitoring portfolios and employing risk management tools.

Garrett Stephens is a financial advisor at Corient in Newport Beach, CA, holding a Series 65 designation. He has been with Corient since 2023 and has prior experience at Strategic Financial Partners, LLC, Enterprise Rent-A-Car, and Indian Bayou Golf Club. 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 corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools and stress testing to align portfolios with client objectives.