Wen Tsai is a financial advisor at Integrated Wealth Concepts LLC with 47 years of industry experience. He holds a Series 63 credential and has been with Integrated Wealth Concepts since 2023, previously working with Laurel Wealth Advisors since 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios focused on long-term investing combined with tactical rebalancing.

Victoria Wang is a financial advisor at Private Advisor Group, LLC with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with LPL Financial LLC, Mariner Independent Advisor Network, LLC, and First Financial Equity Corporation. Wang serves as treasurer on the board of Soroptimist International of Long Beach. 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 a network of investment adviser representatives. The firm provides access to third-party asset managers and turnkey asset management platforms, utilizing various analytical approaches and trading horizons to align with client objectives.

Analuisa Mercado is a CFP® with seven years of experience in the financial advisory industry. She has worked exclusively with EP Wealth Advisors since 2011. 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, utilizing a combination of fundamental, technical, and cyclical analysis alongside access to alternative investments and private funds.

Jacob Shuman is a financial advisor at EP Wealth Advisors with a Series 65 credential and three years of industry experience. His prior roles include positions at Citizens Bank, Eastspring Investments, and the PGA Tour. 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 access, employing customized model portfolios and a range of investment strategies.

William Chedester is a CFP® and Series 65-licensed financial advisor with two years of industry experience. He is currently with EP Wealth Advisors in Torrance, CA, where he has worked in various capacities since 2020. His prior work includes roles at Trilogy Financial, UpDigital, and Kelly Slater Wave Pool. 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, and financial planning services, offering customized model portfolios and a mix of fundamental, technical, and cyclical analysis along with access to alternative investments and private fund recommendations.

Kenji Bleicker is a CFP® professional with nine years of experience in financial advising. He is currently with EP Wealth Advisors and was previously with Opes Wealth Management and Opes Advisors, Inc. Kenji is based in Torrance, CA. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm offers wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation, employing a multi-strategy investment approach including model portfolios, third-party manager recommendations, and ERISA plan services.

John Paul Ramos is a CFP® and Series 63 licensed advisor with four years of industry experience. He currently works at EP Wealth Advisors and previously held positions at MML Investors Services and Commonwealth Financial Group/MassMutual. His background also includes roles at US Valet Inc and Stonehill College. 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, utilizing a range of analytical methods and investment strategies tailored to client needs.

Mark Matley is a financial advisor with EP Wealth Advisors in Torrance, CA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including 27 years at The Insight Group, Inc., before joining EP Wealth Advisors in 2020. Outside of his advisory role, he manages a building services business and consults on investment advisory platform development through related non-investment activities. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by providing wealth management, discretionary portfolio management, and financial planning services. The firm constructs customized model portfolios using a blend of fundamental, technical, and cyclical analysis, and offers ancillary services such as tax preparation and estate document facilitation for eligible clients.

Bradley Robinson is a financial advisor at EP Wealth Advisors with CFP® and CFA® designations and two years of industry experience. He previously worked for Sheffield Investment Management LLC for ten years. EP Wealth Advisors is a registered investment adviser serving individuals, 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 preparation for qualified clients, using customized model portfolios and a variety of analytic approaches.

Krista Hartwell is a financial advisor with Schwab Wealth Advisory and holds a Series 65 designation. She has recently begun her career in the industry, joining Schwab Wealth Advisory in 2025 after roles at Charles Schwab & Co., US Bank, and several law firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations using standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, with advice delivered by associates who recommend allocations without discretionary trading authority.

Gerald Kouzmanoff is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has been involved with Ameritas Advisory Services since 2021 and has managed his own firm, Kouzmanoff Financial & Insurance Services Inc, since 1979. He also serves as a manager at Disability Insurance Partners LLC and sits on the board of The Plus Group, Inc., where he promotes the sale of disability income insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management and retirement-plan advisory services using a range of strategies, including model portfolios and third-party sub-advisers, with a focus on plan sponsors and participants.

Chiahsin Ku is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional capabilities, including in-house research and roles as a swap dealer and futures commission merchant.

Connor Jorgenson is a Series 65 credentialed advisor at EP Wealth Advisors with one year of industry experience. Prior to joining EP Wealth Advisors, he worked at D.A. Davidson & Co. and has experience in both financial services and asset management. He also has a background in education at the University of Wyoming. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management and financial planning services, including customized model portfolios and ongoing monitoring using a range of analytical approaches and investment strategies.

Michael Paul is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and also has experience at Synergy Financial and Debtmerica Relief. His business activities include sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services. The firm provides a variety of investment programs including proprietary model portfolios and access to third-party money managers, operating as both a registered broker-dealer and registered investment advisor.

Jonathan Spector is a CFP® and holds a Series 66 license with 17 years of industry experience. He has been with EP Wealth Advisors since 2019 and previously worked at Personal Financial Consultants, Inc. for five years. EP Wealth Advisors is a registered investment adviser serving individuals, 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 preparation for qualifying clients, utilizing customized model portfolios and a mix of fundamental, technical, and cyclical analysis.

Richard Janke is a CFP® professional at EP Wealth Advisors with 19 years of industry experience. Prior to joining EP Wealth Advisors in 2020, he was affiliated with The Insight Group Insurance Agency and Financial Insight Center. His previous association with Insight Group Insurance Agency is limited to receiving commission trails from prior insurance sales and is no longer active. EP Wealth Advisors serves 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 preparation, using a combination of fundamental, technical, and cyclical analysis along with third-party manager recommendations.

James Schlager is a CFP® with 37 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2026. His prior roles include positions at Running Point Capital Advisors, Valmark Securities, and Moss Adams Wealth Advisors. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens, alongside multiple private-market offerings and affiliated consulting and insurance services.

Clarissia Skinner is a Series 66 licensed financial advisor with Transamerica Financial Advisors, based in Torrance, CA, with five years of industry experience. She has been involved in various professional roles including consulting and community education through Matriarch Enterprises LLC, a forum focused on empowering women in topics such as financial literacy and entrepreneurship. Skinner also engages in estate planning education and tax relief services through partnerships with firms like LSPN Pro LLC and Optima Tax Relief. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations, offering a mix of advisory and broker-dealer services. The firm provides proprietary and third-party investment model portfolios with options for discretionary and non-discretionary management.

Ty Smith is a financial advisor at EP Wealth Advisors with Series 65 credentials and one year of industry experience. Prior to joining EP Wealth Advisors, he worked at Adams Wealth Advisors and spent four years at Caspers Ice Cream. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning services, using customized model portfolios with ongoing monitoring and a variety of investment strategies.

April Punch is a CFP® and holds a Series 66 license with 11 years of industry experience. She is currently with EP Wealth Advisors and has prior experience at Robert W. Baird & Co., Inc., Interstate Gas Supply, Inc., and Morgan Stanley Smith Barney LLC. 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, and utilizes customized model portfolios with a combination of fundamental, technical, and cyclical analysis.