Robert Thomas is a Series 66-credentialed financial advisor with 14 years of industry experience. He has been with GWN Securities Inc. since 2016. In addition to his advisory role, he works as an independent agent placing fixed annuities and insurance products aimed at providing guaranteed benefits to suitable clients. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning services. The firm employs a mix of sub-advisers and model-based allocations, incorporating tactical trading strategies in certain legacy programs.

Joseph Palumbo is a financial advisor at EP Wealth Advisors with 12 years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, RBC Capital Markets, and Wells Fargo Advisors. Outside of his advisory role, he serves as an officer and board member for Kristin's Fund, a domestic violence awareness organization. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management and financial planning through a suitability-driven process, incorporating mutual funds, ETFs, equities, fixed income, and alternative investments when appropriate.

James Fitzpatrick is a financial advisor at EP Wealth Advisors with 35 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans with customized wealth management and discretionary portfolio management services. The firm employs a variety of investment strategies including fundamental, technical, and cyclical analysis, and offers ancillary services such as tax preparation and estate-document preparation for qualified clients.

Julia Donnelly is a financial advisor at Empower Advisory Group with two years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including Wells Fargo and Comprehensive Advisor LLC. Her background also includes roles outside finance, such as media work at Media Play News and teaching at Tri-City Christian High School. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its planning services.

Harlan Flint is a financial advisor at EP Wealth Advisors with 16 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Longview Asset Management LLC for 13 years. Flint is the sole owner and president of Sightline Ltd., a corporation unrelated to investment that holds an interest in Longview Asset Management. 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 support. The firm uses customized model portfolios with fundamental, technical, and cyclical analysis, and offers access to alternative investments and third-party managers.

Teresa Velgara is a CFP® and holds a Series 65 license with 10 years of industry experience. She is currently with EP Wealth Advisors and has previously worked at Rappaport Reiches Capital Management, AT Investment Advisers Inc., and Geneva Advisors. 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 approach to portfolio management and offers financial planning, retirement plan advisory, tax preparation, and estate-document facilitation services.

David Tate is a ChFC® credentialed financial advisor with 23 years of industry experience, currently with EP Wealth Advisors since 2020. Prior to joining EP Wealth, he worked at Financial Insight Center and The Insight Group Insurance Agency from 2011 to 2020. Outside of his advisory role, he is involved as a health coach with Optiva, working with clients to motivate healthy living. 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, employing a suitability-driven approach that includes the use of mutual funds, ETFs, equities, fixed income, and alternative investments.

Donald Peebles Jr. is a Series 65-licensed advisor at EP Wealth Advisors with over a decade of industry experience. He previously worked at CornerCap Investment Counsel from 2012 to 2024 before joining EP Wealth Advisors in 2024. 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 that includes the use of mutual funds, ETFs, equities, fixed income, and alternative investments.

Abel Kan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and previously held roles at Health Net Insurance Company and Debtmerica, LLC. Kan is also involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach with third-party managers and digital platforms, managing regulatory assets of about $1.7 billion.

Keaton Leslie is a CFP®-certified financial advisor with four years of industry experience, currently practicing at EP Wealth Advisors. Before joining EP Wealth Advisors in 2025, he held positions at several firms including Infinitas and Raymond James Financial. Leslie is also the owner and founder of KJL Talent Solutions, a recruiting firm he operates outside of his advisory role. 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 investment process and offers a range of services including discretionary portfolio management, financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

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.