Jasmine Bair is a financial advisor at EP Wealth Advisors with one year of industry experience. She holds a Series 65 credential and previously worked at LongView Asset Management and the USDA Forest Service. Outside of her advisory role, she owns a financial literacy education business that offers free and low-cost online workshops on budgeting, spending, and debt repayment. 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, utilizing customized model portfolios and a range of investment strategies that include fundamental, technical, and cyclical analysis.

Orlino David is a financial advisor at Transamerica Financial Advisors with Series 65 and Series 63 licenses and one year of industry experience. He has a long career with Torrance Unified School District, where he manages accounting and financial services, and served in the United States Marine Corps for 29 years. He is also involved with Inheritguard, LLC, providing estate planning education and client communications. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with access to proprietary and third-party model portfolios.

Mark Maxson is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining Citigroup in 2016, he worked at JPMorgan Chase Bank and J.P. Morgan Securities Inc. from 2010 to 2016. Outside of his advisory role, he is a member of PETALANDPALATE LLC, a wholesale flower brokerage business co-owned with his wife. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm is notable for its large institutional scale, in-house research capabilities, and unique market roles including swap dealer and futures commission merchant activities.

Kelly Owens is a CFP® professional with 11 years of industry experience, currently serving as an advisor at EP Wealth Advisors. Prior to joining EP Wealth Advisors in 2025, Owens spent 11 years at Alphamark Advisors LLC. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to manage portfolios using a range of investment vehicles and offers additional services such as tax preparation and estate-document facilitation.

Michael Goddard is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2025. His prior experience includes roles at OneDigital Investment Advisors LLC, Independent Financial Partners, LPL Financial, and Triad Advisors. He is the founder and CEO of C-Suite Connector, a web-based executive networking group. Integrated Wealth Concepts LLC serves individuals, families, high-net-worth clients, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm provides discretionary investment management, financial planning, family office, and retirement plan advisory services, offering customized portfolios primarily using mutual funds, ETFs, equities, and fixed income with a long-term investment approach complemented by shorter-term rebalancing.

Brian Parker is a CFP® professional with 27 years of experience in financial advising. He has been with EP Wealth Advisors since 2005. Parker serves on the finance committee of the Beach Cities Health District and is a board member of the Hermosa Beach Education Foundation. EP Wealth Advisors is a fee-only, independent 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, and ancillary services including tax preparation and estate-document facilitation.

Klaudia Dettloff is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors since 2019. She previously worked at Guidant Wealth Advisors and LPL Financial, LLC. 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 financial planning, offering services that include discretionary management, retirement plan advisory, tax preparation, and estate-document facilitation.

Thomas Dwyer is a CFP® and holds a Series 65 license with 22 years of experience in the financial advisory industry. He has worked at EP Wealth Advisors, LLC since 2023 and previously spent 20 years at Resolute Financial, LLC. He is based in Newburyport, MA. EP Wealth Advisors, LLC is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to create and manage portfolios, offers a range of financial planning and ancillary services, and manages approximately $35.57 billion in assets.

Matthew Christopher is a CFA® charterholder currently with EP Wealth Advisors, where he has worked since 2025. He has prior experience at Parcion Private Wealth LLC and City of London Investment Management Company Limited, spanning nearly a decade in the investment industry. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to manage portfolios and offers a range of services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

James Edleman is a financial advisor with GWN Securities Inc. in Cerritos, CA, holding a Series 66 designation and over 20 years of industry experience. He has been with GWN Securities since 2014 and also works with American United Life. Edleman is the owner and president of JBE Financial, an insurance sales business, and is involved in the renovation and reopening of a historic hotel and restaurant in Pittsburgh, PA, as a minority investor. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including both traditional and legacy market-timing strategies, and manages approximately $3.65 billion across more than 37,000 client accounts.

Brock Miller is a CFP®-certified financial advisor with EP Wealth Advisors in Torrance, CA, bringing three years of industry experience. Prior to joining EP Wealth Advisors in 2022, he spent five years at Utah State University and two years with The Church of Jesus Christ of Latter-day Saints. Outside of finance, he is a partner involved in social media work for an indoor golf facility. EP Wealth Advisors serves individuals, corporations, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm employs customized model portfolios and a combination of fundamental, technical, and cyclical analysis, offering a range of investment strategies including third-party manager recommendations and ERISA plan services.

Matthew Gale is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2024. His prior experience includes roles at Steel Peak Wealth Management, Brighton Jones, and Charles Schwab. 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 process and a range of investment vehicles.

Constantin Brancov is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked at PlanMember since 2013 and also leads Brancov Financial Services, a financial and insurance sales firm he founded in 2000. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm’s investment approach uses a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios with periodic rebalancing based on economic and portfolio considerations.

Scott Shellhamer is a financial advisor at EP Wealth Advisors with 15 years of industry experience. He holds a Series 66 designation and previously worked at Warren Financial Service for 10 years. Outside of his advisory role, he serves on the board of directors and fundraising committee for Good Works, Inc., a non-profit focused on home repair and outreach. 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 and financial planning services, employing a suitability-driven process and utilizing a range of investment vehicles including mutual funds, ETFs, equities, fixed income, and alternatives.

Stephanie Hicks is a financial advisor with Transamerica Financial Advisors who holds Series 65 and Series 63 licenses and has 20 years of industry experience. She has worked with multiple firms, including Advantage Legacy Corporation and Dickerson Insurance Agency, and is involved in providing Medicare services to seniors. Hicks also provides health benefit coverage through Covered California and offers guaranteed issue whole life products for clients under age 50 via Enrollment First Inc. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios with options for discretionary and non-discretionary management.

Griffin Lake is a CFP® with four years of industry experience, currently serving as a financial advisor at EP Wealth Advisors since 2024. His prior experience includes roles at Ameriprise Financial Services LLC and Wells Fargo Advisors. 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.

Anthony Hicks is a financial advisor with Transamerica Financial Advisors in Carson, CA, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has previously worked with World Financial Group since 2001. Outside of his advisory role, he is involved in rental property management. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with proprietary and third-party model portfolios, providing discretionary and non-discretionary investment programs.

Jordan Loo is a CFP® and holds a Series 65 license, currently serving as an advisor at EP Wealth Advisors since 2022. Prior to joining EP Wealth Advisors, he was involved with Protein Lab from 2020 to 2022. 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, using a suitability-driven process and a range of investment vehicles.

Armand Fidler is a CFP®-certified financial advisor with 18 years of industry experience, currently affiliated with OSAIC Advisory Services, LLC. He previously worked at Arbor Point Advisors and Securities America from 2016 to 2024. In addition to his advisory roles, Fidler owns a fixed life insurance business and Picacho Financial Consulting LLC, which provides investment advisory and financial services. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party platforms.

G. Bradley Owen is a CFP® with 19 years of industry experience currently serving at EP Wealth Advisors since 2018. Prior to this, he worked at Donnelly Wealth Advisors Inc. for 12 years. He holds a Series 63 license and is based in San Diego, CA. 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 with a suitability-driven investment approach.