Bradley Klahn is a CFP® and holds a Series 66 license, currently advising at Monograph Wealth Advisors, LLC in Manhattan Beach, CA. He has been with Monograph since 2023 and was previously self-employed for two years. Before entering the financial advisory field, Klahn spent 11 years with the Association of Tennis Professionals. Monograph Wealth Advisors serves high-net-worth individuals, pension plans, and charitable organizations, offering investment advisory services alongside wealth planning and philanthropic support. The firm emphasizes tailored investment policy statements, asset allocation, and access to alternative investments, integrating technology to enhance client service.

Emanuel Delgado is a financial advisor with RBC Securities, Inc. in Lawndale, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with City National Securities since 2013. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm is registered as both an SEC investment adviser and a FINRA broker-dealer and delivers financial planning, portfolio management, and ongoing reporting to its clients.

Muzaffar Ahmed is a financial advisor with NewEdge Wealth, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Prior to joining NewEdge Wealth in 2022, he worked at UBS Financial Services for ten years. Outside of his advisory role, he serves on the board of directors of a real estate LLC focused on property management. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs a multi-strategy investment process that includes proprietary solutions and third-party managers across various asset classes.

Rylan Folts is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at several firms including Cambridge Investment Research, WealthFeed, and JPMorgan. Folts is the founder of WealthFeed, a technology services company. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm provides portfolio management, financial planning, and retirement plan consulting, offering customized strategies via model asset allocations, discretionary and non-discretionary manager relationships, and integrates operational platforms such as Cambridge’s CMAP and WealthPort wrap programs.

Eric Bond is an investment advisory representative at NWF Advisory Services Inc with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has previously worked at LPL Financial and National Planning Corporation. Bond is also president of Bond Wealth Management, where he is involved in life insurance sales. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm manages approximately $3.82 billion in assets and offers a range of investment programs through an open-architecture platform that incorporates both advisor-managed and third-party model portfolios.

James Ahn is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Halbert Hargrove Global Advisors, where he has worked since 2012. He holds the Series 66 designation and is based in Long Beach, CA. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other institutions. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds, employing a documented analytical framework and combining qualitative and quantitative methods in its investment process.

Futoshi Hoshino is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Centaurus Financial Inc. and is also the president and owner of B-Global Agency, a sports athlete representation and management company. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors with investment advisory programs, financial planning, and retirement plan services. The firm offers a range of portfolios and utilizes both in-house and third-party investment models, operating as both a registered investment adviser and an active broker-dealer.

Shawn Lawson is a financial advisor with EP Wealth Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining EP Wealth Advisors in 2024, he held roles at EWM Tax Solutions, where he also serves as manager, Private Client Services, Executive Wealth Management, and Charles Schwab. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm provides discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document facilitation, managing approximately $35.57 billion in assets with a suitability-driven investment process.

Brock Nye is a financial advisor at EP Wealth Advisors with a Series 65 credential and one year of industry experience. Prior to joining EP Wealth Advisors, he held various roles including positions at Southern Virginia University and entrepreneurial ventures such as Nye's Tree Service. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm provides discretionary portfolio management and financial planning through a suitability-driven process, utilizing a range of investment vehicles and offering additional services including tax preparation and estate-document facilitation.

Patrick O'Hara is a CFP® professional with 28 years of industry experience. He is currently with EP Wealth Advisors, LLC, having joined the firm in 2024 after 11 years at Wacker Wealth Partners. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, using a suitability-driven investment process and engaging third-party managers when appropriate.

Abraham Israeli is a CFP®, CFA®, and Series 65-licensed financial advisor with eight years of industry experience. He is currently with Cerity Partners LLC and has prior experience at Running Point Capital Advisors, LLC, and Kennedy Wealth Management, LLC. He also operates as an independent insurance agent. Cerity Partners provides customized wealth management and related services to a national client base that includes individuals, families, business entities, charitable organizations, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens, offering a range of services including portfolio management, financial planning, tax planning, and access to alternative and private-market investments.

Christopher Estrada is a financial advisor at EP Wealth Advisors with 10 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Bank of America, Merrill, Liberty Wealth Management, and Foresters Financial Services. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm builds customized model portfolios and provides ongoing monitoring using fundamental, technical, and cyclical analysis, including alternative investments and private fund recommendations.

Jocelyn Lua is a financial advisor at Empower Advisory Group with four years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. for a total of seven years prior to joining Empower. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services through proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Daniel Weaver is a financial advisor at EP Wealth Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Private Client Services LLC and Executive Wealth Management, LLC. Outside of advising, he has served as president of an insurance agency. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charities, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document facilitation, employing a suitability-driven investment approach across various asset classes.

Joshua Land is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2022. His prior roles include positions at Creative Planning, LLC, Reilly Financial Advisors, LLC, and Signature Estate & Investment Advisors, LLC. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm provides discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, managing approximately $35.57 billion in assets with a suitability-driven investment approach.

Elizabeth Cady is a financial advisor at EP Wealth Advisors with 11 years of industry experience. She holds the CFP®, CFA®, and Series 63 designations and has been with EP Wealth Advisors since 2017. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, managing approximately $35.57 billion in assets.

Zachary Pidgeon is a CFP® professional with five years of experience in the financial services industry. He currently works at EP Wealth Advisors and has held prior roles at Cetera and CCR Wealth Management. Outside of his advisory work, he is also a registered representative for Empire Asset Management Group, LLC. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning services, employing customized model portfolios and a range of investment strategies including fundamental, technical, and cyclical analysis.

Colton Peck is a CFP® professional with two years of industry experience, currently serving at EP Wealth Advisors in Torrance, CA. Prior to joining EP Wealth Advisors, he worked five years at Zions Bancorporation, N.A. He also has multiple years of experience working with Utah Valley University in various roles. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning services, including tax preparation and estate-document preparation for qualified clients, while utilizing a combination of fundamental, technical, and cyclical analysis in their investment approach.

Amanda Skrivanich is a CFP® with 10 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. Her prior experience includes roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. EP Wealth Advisors, LLC is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, using a suitability-driven investment process across various asset classes.

Andreas Ispas is a Series 66 licensed advisor with PlanMember Securities Corporation and has experience working with Brancov Financial Services and in educational roles at Marymount Manhattan College and Santa Monica College. He provides administrative and trade support as well as fixed insurance sales and services through Brancov Financial Services. PlanMember Securities Corporation offers retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios to support its comprehensive education, planning, and support services.