Wanee Jeerapaet is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. They hold Series 63 and Series 65 credentials and have worked in various roles including ownership of Wanee Bee Dreamweaver, a business focused on marketing financial services within the World Financial Group platform. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering a mix of advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and registered investment adviser, managing billions in assets across discretionary and non-discretionary programs.

Silvia Camacho Gonzalez is a financial advisor at D.A. Davidson & Co. with 18 years of industry experience. She has been with D.A. Davidson since 2013 and holds a Series 66 designation. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Maria Angelica San Felipe is a financial advisor at EP Wealth Advisors with three years of industry experience. She holds a Series 63 designation and has previously worked at Peninsula Wealth, LLC and EH Shum Financial Solutions. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Fei Li is a financial advisor with Citigroup Global Markets in Manhattan Beach, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Citigroup, Fei worked at Bank of America and Nanyang Commercial Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, custody services, and derivatives and futures capabilities. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Anthony Richardson is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Citigroup Global Markets with 19 years of industry experience. His prior roles include positions at City National Bank and Fidelity Brokerage Services LLC. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Christian Fontal is a financial advisor at EP Wealth Advisors with a Series 65 credential and two years of industry experience. Prior to joining EP Wealth Advisors, he worked at Charles Schwab & Co., Inc. from 2020 to 2022. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services, utilizing customized model portfolios with a blend of fundamental, technical, and cyclical analysis.

Trevor Bush is a CFP® and Series 66–registered financial advisor with 18 years of industry experience. He has been with EP Wealth Advisors since 2014. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, financial planning, tax preparation, and estate-document services, utilizing a combination of fundamental, technical, and cyclical analysis along with access to alternative investments and third-party managers.

Maurice Franklin Jr. is a CFP® with five years of industry experience, currently serving as a financial advisor at Mariner. His prior work experience includes six years at Saks Fifth Avenue. Mariner serves a broad mix of clients, including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm uses discretionary, customized portfolios supported by internal research and third-party managers, with notable integration of tax and accounting services uncommon at this enterprise scale.

Samuel Ledwitz is a financial advisor with Private Advisor Group, LLC and holds a Series 65 designation. He has two years of industry experience and also serves as president and attorney for the law firm Bezaire, Ledwitz & Borncamp, APC, which constitutes the majority of his professional work. His prior affiliations include Jack Keeter & Associates, Mariner Independent, and Equity Development Corporation. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting. The firm offers advisory programs featuring third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program.

Frank Ro is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Morgan Stanley. Frank also provides tax preparation and accounting services through FTR Tax Services. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm overseeing approximately $18.6 billion in assets with about 366 advisors serving over 24,000 clients. The firm offers a range of investment and financial planning services, utilizing an open-architecture approach that incorporates external platforms and both advisor-managed and model-based strategies.

Louis Odette IV is a CFA® charterholder with 13 years of industry experience. He is currently with EP Wealth Advisors and previously worked at CitiGroup Global Markets and Opes Wealth Management. His professional background includes roles in wealth management and financial markets. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides customized wealth management, portfolio management, and financial planning services, combining multiple analytical approaches with a range of investment options and fiduciary services.

Yulyus Medina is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, combining large institutional scale with specialized market roles.

Dallin Cutler is a CFP® and holds a Series 65 license with 11 years of industry experience. He has worked at EP Wealth Advisors since 2020 and previously spent six years with The Insight Group Insurance Agency, Financial Insight Center, and Allegis Financial Partners. 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, employing customized model portfolios and a variety of analytical approaches, including fundamental, technical, and cyclical analysis.

Kathleen Connors is a CFP® certificant and holds a Series 65 license with five years of industry experience. She is currently with EP Wealth Advisors, LLC and has prior experience at Better Money Decisions, LLC, Envision Wealth Planning Inc., TriLumina Corporation, and CFV Solar Test Laboratory. 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.

Justin Moreci is a financial advisor at EP Wealth Advisors with six years of industry experience. He holds the Series 66 designation and has previously worked at firms including Mariner, Lido Advisors, Morgan Stanley Smith Barney, Bank of America, Merrill, and UBS Financial Services. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven approach to portfolio management and offers financial planning, retirement plan advisory, tax preparation, and estate-document facilitation services.

Jeffrey Yau is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including LPL Financial, Fidelity Investments, Morgan Stanley, and Charles Schwab. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as individual IRA and retail brokerage clients, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Nicholas Costas is a financial advisor at EP Wealth Advisors with three years of industry experience. He holds a Series 65 designation and previously worked at One Capital Management, LLC, Logix Federal Credit Union, and FMB Wealth Management. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and a variety of investment strategies, including fundamental and technical analysis, and provides ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Jaron Gardiner is a CFP® with 11 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors since 2021. Prior to that, he worked at NewFocus Financial Group, LLC for five years. In addition to his advisory role, Gardiner is an adjunct college professor at Clark College, where he teaches online and evening courses. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans. The firm offers customized wealth management, financial planning, and ancillary services, employing a mix of fundamental, technical, and cyclical analysis along with recommendations for alternative investments and third-party managers.

Jon Moore is a CFP® and holds a Series 65 license with 29 years of industry experience. He has been with EP Wealth Advisors since 2015. 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.

Hunter Ruck is a financial advisor at EP Wealth Advisors with a Series 65 credential and one year of industry experience. His prior work includes roles at Capital Insight Partners, Faith Investor Services, and Biola University. EP Wealth Advisors 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, employing a suitability-driven process and utilizing a range of investment vehicles.