Brian Wilde is a CFP® with 15 years of industry experience. He has worked at EP Wealth Advisors since 2020, following roles at the Financial Insight Center and OneAmerica Securities. 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 and discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for eligible clients.

John Keenan is a financial advisor with GWN Securities Inc. in Torrance, CA, holding Series 63 and Series 65 licenses and with 38 years of industry experience. He has been with GWN Securities since 2010 and also serves as Senior Vice President at Keenan & Associates, a firm he has been affiliated with since 1983. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm operates a large network of approximately 423 advisors and manages around $3.65 billion across more than 37,000 client accounts.

Andrew Thomas is a CFP® and holds a Series 65 license, with 15 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2023, following 13 years at Thomas Financial Advisors LLC. Outside of finance, he is a managing member of a closely held liquor store in Fort Collins, Colorado. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, financial planning, discretionary portfolio management, and ancillary services, utilizing customized model portfolios with a mix of fundamental, technical, and cyclical analysis.

William Osland is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across diverse wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and facilitates solutions for large client relationships through both discretionary and non-discretionary programs.

Andrea Grumley is a CFP® professional with four years of experience at EP Wealth Advisors and three years prior experience at Homewood Capital Management. Before entering the financial industry, she worked as a self-employed editor. She is based in Torrance, CA. 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 such as tax preparation and estate-document preparation, using customized portfolios and a blend of fundamental, technical, and cyclical analysis.

Conner Grzenia is a CFP® with five years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. Prior to joining EP Wealth Advisors, he worked at Rappaport Reiches Capital Management and Cetera Investors. Before entering the financial services industry, he held positions at Move and Store and worked in education at the University of Illinois and a public school. 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 preparation for qualifying clients, using customized portfolios built with a mix of fundamental, technical, and cyclical analysis.

Sean Cartin is a CFP® and Series 66-licensed financial advisor with 16 years of industry experience. He has worked with EP Wealth Advisors since 2013 in various capacities. 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 and a mix of fundamental, technical, and cyclical analysis.

Asanda Dlamini is a financial advisor at EP Wealth Advisors with a Series 65 designation and one year of industry experience. Prior to joining EP Wealth Advisors, Dlamini worked in homemaking and held positions at Sanlam Investments and Direct Axls. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by providing wealth management, discretionary portfolio management, and financial planning services. The firm employs customized model portfolios with ongoing monitoring and rebalancing, and offers ancillary services such as tax preparation and estate-document assistance for qualified clients.

John O’Toole Jr. is a financial advisor at EP Wealth Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at EP Wealth Advisors since 2022, following an eight-year tenure at Warren Financial Service. 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, financial planning, and ancillary services such as tax preparation and estate-document preparation, using customized model portfolios and a combination of fundamental, technical, and cyclical analysis.

Arlene Dimitian is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Kestra Advisory Services, LLC. She has worked at Kestra since 2019, following prior roles at Foresters Financial Service in Los Angeles. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes plan sponsors, institutional investors, and individuals. The firm offers a range of services from fiduciary consulting and plan design to asset management, supported by due diligence and multiple management platforms.

Lily Ou is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Transamerica since 2012 and has prior experience at Wfg and In Home Supportive Services. Outside of advising, she is involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio approach with third-party managers and platform sub-advisors to deliver investment advisory and retirement plan services.

Jeffrey Burch is a financial advisor at EP Wealth Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cribstone Capital Management, Porticade Partners, and Man GLG. In addition to his advisory role, he serves on the Investment Committee for MaineHealth. 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 customized model portfolios and a blend of fundamental, technical, and cyclical analyses.

Conor Coogan is a CFP® professional with six years of industry experience. He is currently with EP Wealth Advisors and has prior experience at MML Investors Services, Baystate Financial (Mass Mutual), Mass Mutual Life Insurance Company, Transwestern, and the University of New Hampshire. 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, utilizing customized model portfolios and a combination of fundamental, technical, and cyclical analysis.

Wanee Jeerapaet is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. They hold Series 63 and Series 65 credentials and have worked in various roles including ownership of Wanee Bee Dreamweaver, a business focused on marketing financial services within the World Financial Group platform. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering a mix of advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and registered investment adviser, managing billions in assets across discretionary and non-discretionary programs.

Silvia Camacho Gonzalez is a financial advisor with D.A. Davidson & Co. in Long Beach, CA, holding a Series 66 designation and 18 years of industry experience. She has been with D.A. Davidson & Co. since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, and a private wealth program for clients with significant net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

Maria Angelica San Felipe is a financial advisor at EP Wealth Advisors in Torrance, CA, holding a Series 63 designation with three years of industry experience. Her prior work includes roles at Peninsula Wealth, LLC, EH Shum Financial Solutions, and BC Forward. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualified clients. The firm uses a blend of fundamental, technical, and cyclical analysis, and offers customized model portfolios with ongoing monitoring and rebalancing.

Fei Li is a financial advisor with Citigroup Global Markets in Manhattan Beach, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Citigroup, Fei worked at Bank of America and Nanyang Commercial Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, custody services, and derivatives and futures capabilities. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Tonnette Patterson is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Churchill Management Group and National Planning Corporation. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies and offers specialized investment options.

Anthony Richardson is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Citigroup Global Markets with 19 years of industry experience. His prior roles include positions at City National Bank and Fidelity Brokerage Services LLC. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Christian Fontal is a financial advisor at EP Wealth Advisors with two years of industry experience. He holds a Series 65 designation and has worked previously at Charles Schwab & Co., Inc. Outside of finance, he has experience working at Indian Peaks Golf Course. 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, using customized model portfolios and a range of investment strategies including fundamental and technical analysis.