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 possessing 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 that serves individuals, including high-net-worth clients, ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services, financial planning, ERISA plan services, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions through a hybrid adviser/broker-dealer structure.

Alfonso Rodriguez Arriaga is a CFA® charterholder with four years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2023, previously gaining experience at Tarbox Family Office, GC1 Ventures, Wells Fargo, and Bank of America. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm constructs customized model portfolios and employs a mix of fundamental, technical, and cyclical analysis, along with other strategies such as options and alternative investments.

Ru Bai is a CFP®-certified financial advisor with six years of industry experience, currently with Independent Financial Group, LLC. Prior to joining Independent Financial Group in 2020, Ru Bai worked at Capital Financial Consultants Group Inc, Equity Services, Inc., True Path Financial, and Leyard American Corporation. Outside of financial advising, Ru Bai is involved in forming a CPA firm focused on bookkeeping and tax services for individuals and small businesses, where he manages marketing and client introductions. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, with services including brokerage, portfolio management, financial planning, and retirement plan solutions.

Richard Mccallister is a CFP® professional with 33 years of experience in the financial services industry. He is currently affiliated with PlanMember Securities Corporation and leads Palos Verdes Practice Management, Inc., a firm focused on managing financial practices. He also serves as an insurance agent for McCallister Financial Group, where he handles fixed annuities and life insurance products. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education and support services to plan sponsors and participants.

Mollie Privett is a CFP® professional at EP Wealth Advisors with four years of industry experience. She has held roles at several firms, including Beacon Pointe Advisors, Morton Wealth, Pure Financial Advisors, and Northwestern Mutual. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning. The firm employs a range of investment strategies, including fundamental, technical, and cyclical analysis, and provides additional services such as tax preparation and estate-document facilitation for eligible clients.

Patricia Parker is a financial advisor at EP Wealth Advisors with nine years of industry experience. She holds a Series 65 designation and previously worked at The Holben Group and Holben Hay Lake Balzer CPAs. Parker is also the managing partner of P3 Financial Services, where she occasionally performs financial consulting. 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, and financial planning, utilizing customized model portfolios and a variety of investment strategies.

Gary Corderman is a financial advisor at Farther with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs for six years and Halbert, Hargrove & Co. for nineteen years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary algorithmic model portfolios and offers discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds.

Anna Vo is a CFP® professional affiliated with EP Wealth Advisors in Torrance, CA. She has been with EP Wealth Advisors since 2022 and has a background in mortgage lending with prior roles at Sprout Mortgage LLC and Secure One Capital Corporation. EP Wealth Advisors is a registered investment adviser that serves individual, corporate, and retirement plan clients with services including wealth management, financial planning, and ancillary offerings such as tax preparation and estate-document services. The firm employs a mix of fundamental, technical, and cyclical analysis to construct customized portfolios and provides ongoing monitoring, utilizing options, alternative investments, and third-party managers when appropriate.

Stephen Reiches is a financial advisor at EP Wealth Advisors with 19 years of industry experience. He holds a Series 65 designation and was previously with Rappaport Reiches Capital Management, LLC for 14 years. EP Wealth Advisors serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning. The firm utilizes customized model portfolios with a blend of fundamental, technical, and cyclical analysis and provides ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Dylan Audsley is a Series 66-licensed financial advisor at Mercer Global Advisors Inc. with one year of industry experience. Prior to joining Mercer, he worked at Seia LLC and Ses LLC, and he spent four years with USA Rugby and the San Diego Legion. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified, risk-appropriate portfolios with low-cost ETFs, index funds, separate account managers, and private funds.

Ryan Collette is a financial advisor with EP Wealth Advisors in Torrance, CA, holding a Series 66 designation and 14 years of industry experience. He has previously worked at RWA Wealth Partners and Polaris Wealth Advisory Group, among other firms. 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 for qualified clients, using customized model portfolios and a mix of fundamental, technical, and cyclical analysis.

Frank Patzke is a CFP® professional with 48 years of experience in the financial services industry. He has been with EP Wealth Advisors since 2019 and previously held roles at FP Financial Services, Inc. and LPL Financial. Outside of his advisory work, he is involved in a real estate rental business through FSKS Properties. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and a variety of investment strategies, including fundamental, technical, and cyclical analysis, and offers ancillary services such as tax preparation and estate-document preparation for eligible clients.

Madisen Karlson is a CFP® with five years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. Her prior roles include positions at Austin Private Wealth and The Vanguard Group. Karlson is also an adjunct faculty member at Idaho State University, where she teaches financial literacy and personal finance topics. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm constructs customized model portfolios utilizing fundamental, technical, and cyclical analysis, and provides additional services including tax preparation and estate-document assistance for qualified clients.

Ayelet Bisson is a financial advisor at Transamerica Financial Advisors with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked with firms including Kestra Advisory Service and Synergy Financial. Outside her advisory roles, she has been involved in entrepreneurial ventures such as ABOS LLC and ABOB LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, operating as both a registered broker-dealer and a registered investment adviser.

Jonathan Bacon is a CFP® and Series 65-registered advisor with eight years of industry experience. He has worked at EP Wealth Advisors since 2020 and previously spent five years at Harris Financial Advisors. Outside of his advisory role, he serves as treasurer and board member of the Financial Planning Association of Los Angeles. 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, using customized model portfolios and a combination of fundamental, technical, and cyclical analysis.

Joseph Lindley is a CFP® with eight years of industry experience, currently serving at EP Wealth Advisors. He has previously worked at firms including Morgan Stanley Smith Barney LLC, Edward Jones, and LPL Financial, among others. Lindley holds a Series 66 license and is based in Torrance, CA. 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, using a combination of fundamental, technical, and cyclical analysis in constructing customized portfolios.

Nicholas Hatfield is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He has worked at EP Wealth Advisors since 2018 and previously held roles at Rampart Wealth Advisors and Miceli Financial Planning. Hatfield is based in Torrance, CA. 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, and financial planning services, and uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios.

Kathy Gardner is a financial advisor with Transamerica Financial Advisors in Torrance, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and has a background in real estate brokerage dating back to 1993. Gardner is also involved in property management through ownership and management roles in multiple LLCs. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations. The firm offers a mix of advisory and broker-dealer services with access to proprietary and third-party model portfolios, providing both discretionary and non-discretionary investment options.

Dierra Bean is a financial advisor with Transamerica Financial Advisors in Torrance, CA, holding Series 63 and Series 65 credentials and 23 years of industry experience. She has held various roles outside of traditional advisory work, including managing short-term rental leases, working as a Medicare representative, and providing supplemental health insurance benefits through Champion Health, Inc. 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 a combination of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios alongside commission-based insurance and brokerage products.