James Ahn is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Halbert Hargrove Global Advisors, where he has worked since 2012. He holds the Series 66 designation and is based in Long Beach, CA. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other institutions. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds, employing a documented analytical framework and combining qualitative and quantitative methods in its investment process.

Robert Castillo is a CFP® professional with 16 years of experience in financial advising. He has worked at LPL Financial for nine years and has been with Gerber Kawasaki Wealth & Investment Management since 2010. In addition to his advisory role, Castillo serves as a liaison between clients and CPAs at GK Tax and Accounting, providing financial planning advice and coordinating client services. Gerber Kawasaki Wealth & Investment Management serves a diverse client base, including individual households and institutional entities. The firm employs tailored portfolio strategies with ongoing monitoring and offers services such as wealth management, pension consulting, and access to alternative investments, alongside digital tools and standardized programs to manage a high client load.

Miguel Corral Jr. is a financial advisor at OSAIC Institutions, Inc. with 32 years of industry experience. He holds the Series 63 designation and has worked at Infinex Investments, Inc., Banc of California, Essex National Securities, LLC, and LPL Financial. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments through a hybrid adviser/broker-dealer structure that combines firm supervision with delegation of investment management to its representatives.

Futoshi Hoshino is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining Independent Financial Group in 2018, he worked at Centaurus Financial INC. from 2016 to 2018. Outside of his advisory role, Hoshino is president and owner of B-Global Agency, a sports athlete representation and management company. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms, utilizing both firm and third-party models that incorporate strategic asset allocation and ongoing due diligence.

Shawn Lawson is a financial advisor at EP Wealth Advisors with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab and in various roles including managing tax services at EWM Tax Solutions. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans by offering wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm utilizes customized model portfolios and combines fundamental, technical, and cyclical analysis with alternative investment strategies and third-party manager oversight.

Jacqueline Fiata is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Bank, Park Avenue Securities, Guardian Life Insurance, Bank of America, and Merrill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with both discretionary and non-discretionary programs, supported by in-house research and specialized market roles.

Brock Nye is a financial advisor at EP Wealth Advisors with a Series 65 designation and one year of industry experience. His prior work includes roles at EP Wealth Advisors as well as positions outside the financial services sector, such as running a tree service business and involvement with Southern Virginia University. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by offering wealth management, discretionary portfolio management, and financial planning services. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis, and provides ancillary services like tax preparation and estate-document assistance for certain clients.

Mark Bergsohn is a CFP®, CFA®, and holds a Series 65 license with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and InterOcean Capital Group, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory services, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive portfolio approach using a combination of active and passive strategies, third-party managers, and private funds.

Patrick O'Hara is a CFP® with 29 years of industry experience, currently serving as an advisor at EP Wealth Advisors. He previously worked for Wacker Wealth Partners for 11 years before joining EP Wealth Advisors in 2024. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans, 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 ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Abraham Israeli is a CFP®, CFA®, and Series 65 designated advisor at Cerity Partners LLC with eight years of industry experience. He previously worked at Kennedy Wealth Management, LLC, and founded Running Point Capital Advisors, LLC. Israeli also has experience as an independent insurance agent. Cerity Partners serves a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services using a client-specific investment framework that combines quantitative screening, manager selection, and customized private market solutions.

Christopher Estrada is a CFP® professional with 10 years of experience in the financial services industry. He is currently with EP Wealth Advisors and has prior experience at Bank of America, Merrill, Liberty Wealth Management, and Foresters Financial Services. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, as well as corporate and business clients and retirement plans. The firm offers customized wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Ghassan (Gus) Nakhoul is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. His background includes roles in public works and transportation departments, as well as consulting in civil and structural engineering. He is also involved with the Heartland Institute of Financial Education, where he conducts financial literacy seminars. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering a range of advisory and broker-dealer services with both proprietary and third-party investment models.

Jocelyn Lua is a financial advisor at Empower Advisory Group with four years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. for a total of seven years prior to joining Empower. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services through proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Daniel Weaver is a financial advisor at EP Wealth Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining EP Wealth Advisors, he worked at Private Client Services LLC, Executive Wealth Management, LLC, and Invest Financial Corporation. He is also president and agent of Barker-Weber Insurance Agency. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm offers customized model portfolios and ongoing monitoring, using a range of investment strategies including fundamental, technical, and cyclical analysis, and provides additional services such as tax preparation and estate-document preparation for qualifying clients.

Ralph Ganchero is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds the Series 66 designation and has been with Citigroup Global Markets since 2016. The firm serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments, offering a range of investment advisory programs and custodian services. Citigroup Global Markets combines large institutional scale with specialized market roles, including derivatives and futures services, providing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Joshua Land is a CFP® and Series 66 certificant with 12 years of experience in financial advising. He is currently with EP Wealth Advisors and has previously worked at Creative Planning, LLC, Reilly Financial Advisors, LLC, and Signature Estate & Investment Advisors, LLC. 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 such as tax preparation and estate-document preparation for clients meeting certain asset thresholds.

Elizabeth Cady is a CFP®, CFA®, and Series 63 credentialed advisor with 12 years of industry experience. She has been with EP Wealth Advisors since 2017. 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 that incorporate fundamental, technical, and cyclical analysis along with alternative investment options when appropriate.

Zachary Pidgeon is a CFP® professional with five years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. His prior experience includes roles at Cetera and CCR Wealth Management. Outside of his advisory work, he is a registered representative with Empire Asset Management Group, LLC. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm utilizes customized model portfolios with a mix of fundamental, technical, and cyclical analysis, and provides additional services such as tax preparation and estate-document preparation for eligible clients.

Colton Peck is a CFP® professional with two years of industry experience. He is currently with EP Wealth Advisors and previously worked at Zions Bancorporation. Peck has also held multiple roles at Utah Valley University. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, financial planning, and ancillary services including tax preparation and estate-document assistance, employing customized portfolios and a variety of investment strategies.

Amanda Skrivanich is a CFP® professional with 11 years of industry experience. She is currently with EP Wealth Advisors and has previously worked at Fidelity Personal and Workplace Advisors and other wealth management firms. 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 for qualified clients.