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 at EP Wealth Advisors with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab and in various roles including managing tax services at EWM Tax Solutions. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans by offering wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm utilizes customized model portfolios and combines fundamental, technical, and cyclical analysis with alternative investment strategies and third-party manager oversight.

Brock Nye is a financial advisor at EP Wealth Advisors with a Series 65 designation and one year of industry experience. His prior work includes roles at EP Wealth Advisors as well as positions outside the financial services sector, such as running a tree service business and involvement with Southern Virginia University. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by offering wealth management, discretionary portfolio management, and financial planning services. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis, and provides ancillary services like tax preparation and estate-document assistance for certain clients.

Patrick O'Hara is a CFP® with 29 years of industry experience, currently serving as an advisor at EP Wealth Advisors. He previously worked for Wacker Wealth Partners for 11 years before joining EP Wealth Advisors in 2024. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized model portfolios and provides ancillary services such as tax preparation and estate-document preparation for qualifying clients.

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 CFP® professional with 10 years of experience in the financial services industry. He is currently with EP Wealth Advisors and has prior experience at Bank of America, Merrill, Liberty Wealth Management, and Foresters Financial Services. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, as well as corporate and business clients and retirement plans. The firm offers customized wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Ghassan (Gus) Nakhoul is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. His background includes roles in public works and transportation departments, as well as consulting in civil and structural engineering. He is also involved with the Heartland Institute of Financial Education, where he conducts financial literacy seminars. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering a range of advisory and broker-dealer services with both proprietary and third-party investment models.

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. Prior to joining EP Wealth Advisors, he worked at Private Client Services LLC, Executive Wealth Management, LLC, and Invest Financial Corporation. He is also president and agent of Barker-Weber Insurance Agency. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm offers customized model portfolios and ongoing monitoring, using a range of investment strategies including fundamental, technical, and cyclical analysis, and provides additional services such as tax preparation and estate-document preparation for qualifying clients.

Joshua Land is a CFP® and Series 66 certificant with 12 years of experience in financial advising. He is currently with EP Wealth Advisors and has previously worked at Creative Planning, LLC, Reilly Financial Advisors, LLC, and Signature Estate & Investment Advisors, LLC. 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, and ancillary services such as tax preparation and estate-document preparation for clients meeting certain asset thresholds.

Elizabeth Cady is a CFP®, CFA®, and Series 63 credentialed advisor with 12 years of industry experience. She has been with EP Wealth Advisors since 2017. 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, utilizing customized model portfolios that incorporate fundamental, technical, and cyclical analysis along with alternative investment options when appropriate.

Zachary Pidgeon is a CFP® professional with five years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. His prior experience includes roles at Cetera and CCR Wealth Management. Outside of his advisory work, he is a registered representative with Empire Asset Management Group, LLC. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm utilizes customized model portfolios with a mix of fundamental, technical, and cyclical analysis, and provides additional services such as tax preparation and estate-document preparation for eligible clients.

Colton Peck is a CFP® professional with two years of industry experience. He is currently with EP Wealth Advisors and previously worked at Zions Bancorporation. Peck has also held multiple roles at Utah Valley University. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, financial planning, and ancillary services including tax preparation and estate-document assistance, employing customized portfolios and a variety of investment strategies.

Amanda Skrivanich is a CFP® professional with 11 years of industry experience. She is currently with EP Wealth Advisors and has previously worked at Fidelity Personal and Workplace Advisors and other wealth management firms. 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 such as tax preparation and estate-document preparation for qualified clients.

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.

Donna Woodruff is a CFP® with nine years of industry experience, currently serving as an advisor at EP Wealth Advisors since 2026. Prior to this, she worked at Capital Insight Partners for nine years. She is also the President of the Financial Planners Association Arizona, a role she began in 2026. EP Wealth Advisors is a registered investment adviser serving individuals, business clients, and retirement plans. The firm offers customized wealth management, financial planning, and ancillary services, using a combination of fundamental, technical, and cyclical analysis to manage portfolios and provide fiduciary services.

Jonathan Deyoe is a financial advisor with EP Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously led Deyoe Wealth Management, Inc. for 19 years before joining EP Wealth Advisors in 2021. Outside of his advisory work, Mr. Deyoe is the founder and president of Mindful Money, a financial education business focused on writing, speaking, and workshops. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document assistance, utilizing customized model portfolios and a combination of fundamental, technical, and cyclical analysis.