Thomas Kyle is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with EP Wealth Advisors and previously worked at Benefit Financial Services Group, LPL Financial, Simpsons Premium LTD, and has held roles outside the financial industry including at Concordia University Irvine and the UK Government's Department of International Trade. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and a range of investment strategies, including fundamental, technical, and cyclical analysis, while providing ancillary services such as tax preparation and estate-document support for qualifying clients.

Kevin Oreilly is a CFP® and holds a Series 65 license with 17 years of experience in financial advising. He has been with Foothills Financial Planning And Wealth Management Inc. since 2008. Oreilly is based in Torrance, CA and is currently affiliated with EP Wealth Advisors. 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, managing approximately $35.57 billion in assets across 214 advisors.

Julee Sarto is a financial advisor with EP Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Executive Wealth Management, Private Client Services, and Cetera. She serves as secretary of Safe Harbor Credit Union and is a board member of the Rotary Club of Ludington. 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.

Seiko Kuribayashi is a financial advisor at Independent Financial Group, LLC, holding a Series 66 designation with industry experience beginning in 2022. Prior to joining Independent Financial Group in 2026, she worked at Sumitomo Mitsui Banking Corporation from 2014 to 2022. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services through multiple platforms, combining in-house and third-party model portfolios while operating as both a registered investment adviser and active broker-dealer.

Jack Curran is a financial advisor at EP Wealth Advisors with seven years of industry experience. He holds the Series 66 designation and previously worked at Eaton Vance Management and Eaton Vance Distributors, Inc. before joining EP Wealth Advisors in 2021. EP Wealth Advisors serves individuals, including high-net-worth clients, corporate and business 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 employs a mix of fundamental, technical, and cyclical analysis to construct customized portfolios, and provides ongoing monitoring and rebalancing, including recommendations of third-party managers and ERISA plan services.

Malcolm Roane is a financial advisor with OSAIC Institutions, INC. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. His prior roles include positions at Infinex Investments, Inc., LPL Financial, and Financial Partner Credit Union. Outside of his advisory work, he is involved with AmerEstate Legal Plan, Inc., providing referrals for living trusts and wills. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans through customized advisory and brokerage services. The firm offers a range of solutions including financial planning, ERISA plan services, access to alternative investments, and lending and cash-management options, with a notable emphasis on predominantly non-discretionary assets.

Laura Knolle is a CFP® professional with 17 years of experience in financial advising. She has been with EP Wealth Advisors since 2016. 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, employing a suitability-driven process and a range of investment options.

Richard Unser is a financial advisor at Creative Planning with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Lockton Financial Advisors, LLC, Lockton Companies, LLC, and Lockton Investment Advisors, LLC from 2007 to 2021. Outside of his advisory role, he hosts the educational podcast "401(K) Fridays" and contributes blog posts to Forbes.com. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and direct indexing.

Mark Duvall is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. His prior experience includes eight years at Opes Wealth Management and over a decade with Opes Advisors and its related divisions. 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 and a variety of investment strategies including fundamental, technical, and cyclical analysis.

Hiroto Hayashi is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2014. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including derivatives and futures services.

Fernando Reyes is a CFP®, ChFC®, and Series 66-licensed advisor with 12 years of industry experience. He has worked at EP Wealth Advisors since 2019 and was previously with City National Bank from 2011 to 2019. He is based in Torrance, CA. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm uses a suitability-driven process to manage portfolios and offers services including discretionary portfolio management, financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Brooke Bodner is a financial advisor at Private Advisor Group, LLC with 12 years of industry experience. She holds a Series 66 designation and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Brooke is currently affiliated with LPL Financial. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through both discretionary and non-discretionary programs. The firm provides access to multiple asset managers and model portfolios supported by major strategists such as Fidelity, BlackRock, and Goldman Sachs.

Scott Freeman is a Certified Financial Planner (CFP®) with 18 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2025. His previous experience includes seven years at Criterion Capital Advisors LLC and three years at Wells Fargo Advisors. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by providing wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualified clients. The firm uses customized model portfolios and a range of analytical approaches, including fundamental, technical, and cyclical analysis, and offers ERISA plan fiduciary services.

Anthony George is a financial advisor with D.A. Davidson & Co., holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with D.A. Davidson since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers fiduciary-standard advisory services, comprehensive financial planning, and specialized wealth management programs, with a distinctive involvement in municipal advisory and underwriting activities.

Peyton Ewing is a financial advisor at EP Wealth Advisors in Torrance, CA, holding a Series 65 credential. Ewing has been with EP Wealth Advisors since 2025 and has prior experience at West Coast Fire and Water, the City of Ukiah, and Aqua Products. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by 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 additional services such as tax preparation and estate-document facilitation for qualifying clients.

Daniel Federman is a CFP® and Series 65 licensed advisor at EP Wealth Advisors with 18 years of industry experience. He has worked at EP Wealth Advisors since 2021 and previously spent five years at NewFocus Financial Group, LLC. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans with wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate document preparation for qualified clients. The firm employs customized model portfolios and ongoing monitoring, using a combination of fundamental, technical, and cyclical analysis, and may include short-term trading, options, alternative investments, and private fund recommendations.

Janet Duong is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. She previously worked at Churchill Management Group for six years and Pinnacle Claims Management for two years. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that combines fundamental and quantitative analysis with third-party managers and various investment strategies.

Canaan Penland is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2018. Prior to that, he was associated with Horter Investment Management and has been involved with Greenline Associates since 2013, where he acts as an agent focusing on retirement income planning and insurance-related products. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model and separately managed accounts.

Phu Phan is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at infinex Investments, Inc. since 2016 and California National Bank since 2004. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory and financial planning services through a large network of investment adviser representatives and features a hybrid adviser/broker-dealer structure with access to alternative investments and lending solutions.

Alfonso Rodriguez Arriaga is a CFA® charterholder with four years of industry experience. He is currently with EP Wealth Advisors in Torrance, CA, where he has worked since 2023. His prior experience includes roles at Tarbox Family Office, GC1 Ventures, Wells Fargo, and Bank of America. EP Wealth Advisors serves individual, corporate, and retirement plan clients, offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm employs a mix of fundamental, technical, and cyclical analysis to construct customized portfolios and provides ongoing monitoring, including ERISA plan services and access to alternative investments.