Kristopher Ziskin is a financial advisor with GWN Securities Inc. in Torrance, CA, holding a Series 66 designation and 14 years of industry experience. He has worked at GWN Securities since 2017 and previously held roles at Planmember Securities Corporation and Surety Investment Services. Outside of his advisory role, he is also a financial professional and insurance agent involved with The Galeb Group, focusing on fixed and life insurance as well as long-term care insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies from traditional asset allocation to legacy market-timing and momentum-based approaches.

Timothy Wiand is a CFP® professional with over 10 years of experience in the financial services industry. He has worked at EP Wealth Advisors since 2024 and previously held roles at The Fairman Group LLC and PNC Bank. EP Wealth Advisors, LLC is an independent, fee-only registered investment adviser that serves 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.

Sean Khaligh is a CFP® professional with 21 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at LPL Financial LLC, Strategic Wealth Advisors Group, LLC, and Wells Fargo Clearing. Outside of his advisory role, he is a business owner involved with ventures such as Dorasti Imports and Caviar Biotech LLC, and serves as an investor and director for Vostok Foods LLC. Private Advisor Group serves a diverse client base including individuals, trusts, 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, turnkey asset management platforms, and its own WealthSuite separately managed account program.

Elijah Burton is a financial advisor at EP Wealth Advisors in Denver, CO, holding a Series 65 designation with less than one year of industry experience. Prior to his current role, he worked in various positions including at Waikiki Beach Services and i9 Sports. 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, 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.

Ryan Metzger is a financial advisor with GWN Securities Inc. in Torrance, CA, holding a Series 66 credential and bringing 13 years of industry experience. He has been with GWN Securities since 2014. Outside of his advisory role, Metzger is a managing partner in a thoroughbred horse ownership and breeding partnership and consults on blue-collar projects through a property management company. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning services. The firm employs a portfolio management approach using affiliated and unaffiliated sub-advisers with model-based allocations and incorporates market-timing and momentum-based strategies in some legacy programs.

Norman Mcgill is a CFP® and Series 65 licensed financial advisor with 12 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2024. His prior experience includes roles at Wacker Wealth Partners, Parkside Advisors LLC, and Grubman Wealth Management. EP Wealth Advisors, LLC is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm uses a suitability-driven process to create and manage portfolios with a range of investment options and offers additional services such as tax preparation and estate-document facilitation.

Joseph Brooks is a financial advisor at EP Wealth Advisors with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for NBS Financial from 2002 to 2025. EP Wealth Advisors serves individuals, high-net-worth clients, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning, utilizing customized model portfolios with fundamental, technical, and cyclical analysis, and offers additional services including tax preparation and estate-document assistance for qualifying clients.

Clint Camua Sr. is a CFP® professional with 27 years of experience in financial advising, currently serving at EP Wealth Advisors since 2007. He holds Series 63 and Series 65 licenses and is based in Torrance, CA. 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, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation.

Zachary Messina is a financial advisor at EP Wealth Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Executive Wealth Management and Private Client Services. Outside of his advisory role, he owns a tax preparation service, EWM Tax Solutions, and serves as a director and part owner of EWM Capital. 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 discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services including tax preparation and estate-document facilitation.

Robert Condon is a financial advisor at Valic Financial Advisors with 32 years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Valic Financial Advisors in 2021, he worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2017 to 2019. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services. The firm utilizes discretionary unified managed accounts and centralized technology to support its nationwide network of over 1,200 advisors.

Milton Mejia is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has 30 years of industry experience. Prior to joining VOYA in 2025, he worked at Diversified Investment Advisors and Diversified Investors Securities Corp. from 2010 to 2023. Outside of his advisory work, Mejia is a landlord for multiple residential rental properties. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base that includes individuals, charitable organizations, corporations, and plan sponsors. The firm delivers investment guidance through a combination of model portfolios and manager-driven strategies, offering both discretionary and non-discretionary programs.

Matthew Wilson is a CFP® and holds a Series 66 license with 23 years of industry experience. He is currently an advisor at EP Wealth Advisors, where he has worked since 2024, following a 16-year tenure at R. E. Wacker Associates, Inc. based in San Luis Obispo, CA. 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, employing a suitability-driven process and utilizing a range of investment vehicles including mutual funds, ETFs, equities, fixed income, and alternatives.

Crystal Lamar is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Outside of her advisory role, she is involved in property management through ownership and management of real estate entities in Los Angeles. Citigroup Global Markets serves a broad client base ranging from workplace investors to ultra-high-net-worth individuals, offering multi-asset, multi-manager investment programs and a variety of execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research and risk management, enabling it to provide tailored advisory and discretionary solutions.

Ryan Serrecchia is a CFP® professional with 21 years of industry experience. He has been with EP Wealth Advisors since 2008. 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 develop and manage portfolios, offering discretionary management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation.

Avetis Yetenekyan is a financial advisor with EP Wealth Advisors in Torrance, CA, holding CFP®, CFA®, and Series 65 designations and five years of industry experience. He has worked at EP Wealth Advisors since 2020 and previously was associated with Stonnington Group LLC and Maxwell Noll Investment Advisors. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services alongside ancillary offerings such as tax preparation and estate-document preparation. The firm uses customized model portfolios and a combination of fundamental, technical, and cyclical analysis, including alternative investments and private fund recommendations.

Brett Panziera is a CFP® professional with 13 years of industry experience. He has worked at EP Wealth Advisors since 2017 and previously spent four years at MetLife Securities Inc. 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, utilizing customized model portfolios and a range of investment strategies.

Shari Reiches is a financial advisor with EP Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining EP Wealth Advisors in 2025, she spent 20 years at Rappaport Reiches Capital Management, LLC. Outside of her advisory work, Reiches serves as Co-Chair of the Finance and Budget Committee for the City of Evanston, Illinois, and is Secretary to the Board and a trustee for the Jewish United Fund of Metropolitan Chicago. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm constructs customized model portfolios and provides ongoing monitoring, incorporating a range of investment strategies including fundamental, technical, and cyclical analysis.

Benjamin Richter is a CFP® with three years of industry experience, currently advising at EP Wealth Advisors. Prior to joining EP Wealth Advisors, he worked at Rappaport Reiches Capital Management and held multiple roles at PepsiCo over six years. 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.

Mark Rich is a CFP® professional with 10 years of industry experience. He is currently with EP Wealth Advisors and previously worked at Gather Financial Planning, Inc. He also holds a senior consultant role at Towers Watson & Co., a risk management and human resource consulting firm. 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, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation.

Ross Allen is a CFP® professional with nine years of industry experience. He is currently with EP Wealth Advisors and has previously worked at LPL Financial, Commonwealth Financial Network, and several other financial services firms. 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 additional services such as tax preparation and estate-document facilitation.