Joey Roman is a CFP® and Series 65-licensed financial advisor with EP Wealth Advisors in Torrance, CA, bringing two years of industry experience. Prior to joining EP Wealth Advisors, he worked in veterinary care and retail, and he has served with the Long Beach Fire Department. 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 and financial planning services using a suitability-driven approach that includes mutual funds, ETFs, equities, fixed income, and alternative investments.

Devin Paul is a financial advisor at EP Wealth Advisors with four years of industry experience. He holds a Series 65 designation and has worked with several firms, including Warren Financial Service and Northwestern Mutual. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, portfolio management, and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis, as well as access to alternative investments and private funds.

Jared Kelly is a financial professional with GWN Securities Inc., holding a Series 66 designation and 12 years of industry experience. He has been with GWN Securities since 2014. Outside of his advisory role, he is the owner of Medusa Capital, Inc., a limited liability company. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients, including high-net-worth investors. The firm manages approximately $3.65 billion across more than 37,000 accounts, offering discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios through a large network of advisors.

Brian Lacrosse is a CFP® professional with 19 years of industry experience, currently serving as an advisor at GWN Securities Inc. since 2014. He holds the Series 66 designation and is co-owner of The Galeb Group, a financial services business involved in investment and insurance sales. GWN Securities is an SEC-registered investment adviser and broker-dealer that manages discretionary accounts and provides financial planning for individual and business clients. The firm offers a range of managed-account programs and model portfolios, including traditional and active strategies, supported by a large network of approximately 423 advisors.

James Henry is a financial advisor at EP Wealth Advisors with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Sloan Investment Management LLC for 13 years. 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 for qualifying clients, using customized model portfolios and a range of investment strategies.

Casey Conrad is a financial advisor at EP Wealth Advisors with three years of industry experience. He holds a Series 66 designation and has prior experience at Capital Group - American Funds Distributors, Inc. and various credit unions. Outside of advisory work, he has been involved with Infinite Rares since 2022, an entrepreneurial venture. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers customized wealth management, discretionary portfolio management, and financial planning services, utilizing a blend of fundamental, technical, and cyclical analysis along with alternative investment strategies.

Lyla Kristina Bonilla is a Series 65-licensed financial advisor with one year of industry experience. She is currently with EP Wealth Advisors and has prior experience at Opes Wealth Management, Neokai Capital, and Cambridge Associates. 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 services. The firm utilizes customized model portfolios with fundamental, technical, and cyclical analysis, and provides services such as tax preparation and estate-document facilitation for qualified clients.

Emily Sorensen is a CFP® and Series 65-licensed financial advisor with two years of industry experience. She is currently with EP Wealth Advisors and previously worked at Spring Source Wealth Advisors and held various roles at Utah State University and Conservice The Utility Experts. EP Wealth Advisors is a registered investment adviser serving individuals, 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, utilizing customized model portfolios and a mix of fundamental, technical, and cyclical analysis.

Ryan Ignacio is a CFP® and CFA® with 10 years of industry experience. He has worked at EP Wealth Advisors since 2021 and previously spent five years at NewFocus Financial Group, LLC. Ignacio holds a Series 63 license and 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 with additional services such as tax preparation and estate-document assistance for qualified clients. Their investment approach includes customized model portfolios with fundamental, technical, and cyclical analysis, incorporating third-party managers and ERISA plan services.

Guy Nicio is a financial advisor with Integrated Wealth Concepts LLC and holds experience from 1 year in the industry. He is also a partner at Windes Inc., a CPA firm where he has worked since 1998. In addition to his advisory role, Nicio is involved in Windes Inc. as a partner. Integrated Wealth Concepts LLC 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, consulting, and family office services, employing customized portfolio strategies with a combination of internal management and third-party asset managers.

Pauline Wong is a financial advisor at Kestra Advisory with eight years of industry experience. She holds a Series 66 designation and has worked at Kestra Advisory since 2019, with prior roles at Oxford Guzman Financial Services and Axis IELTS Test Center. Outside of her advisory work, she is the owner of Cornerstone Accounting Services, a tax and accounting firm. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and investment advice, serving clients that include large institutional investors and sovereign wealth funds.

Yuhsin Wang is a CFP®, CFA®, and Series 66 credentialed advisor with 11 years of industry experience. She is currently with EP Wealth Advisors and has previously worked at First Foundation Advisors, Geneos Wealth Management Inc, and Silversage Advisors. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation, using customized model portfolios and a variety of investment strategies including fundamental and technical analysis.

Jonathan O'Brien is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with EP Wealth Advisors in Skokie, IL, having previously worked at Midwest Professional Planners, Ltd. and St. Joseph Home for the Elderly. 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 process to manage portfolios and offers services including discretionary portfolio management, financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

William Tsai is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Integrated Wealth Concepts since 2023 and also has a decade of experience at Laurel Wealth Advisors. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, with customized portfolios constructed primarily from mutual funds, ETFs, individual equities, and fixed income using a long-term approach.

Brett Anderson is a financial advisor with EP Wealth Advisors in Dallas, TX, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He worked at International Research and Asset Management for 13 years before joining EP Wealth Advisors in 2020. 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, using a suitability-driven investment approach across various asset classes.

Bronwyn Shone is a CFP® and holds a Series 66 license with 20 years of industry experience. She has worked at EP Wealth Advisors since 2021 and previously spent eight years at Bluesky Wealth Advisors, LLC. Bronwyn is based in Lafayette, CA. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to manage portfolios using a variety of investment vehicles and provides services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Elmer Sarmiento is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 66 credentials and has 14 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JP Morgan Chase from 2012 to 2025. Outside of his advisory work, he owns and operates Run It Back Clawcade LLC, a claw machine rental business in Long Beach, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs that implement multi-asset, multi-manager strategies with internal oversight. The firm combines large institutional scale with unique market roles, including serving as a swap dealer and futures commission merchant, and provides bespoke discretionary solutions for high-net-worth clients.

Jun Tomlinson is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 licenses. He has five years of industry experience, including prior roles at East West Bank, Cetera Investment Services, Fidelity Investments, Bank of America, Merrill, Wells Fargo, Keller Williams, JPMorgan Chase, and Tiffany & Co. His current position at Citigroup Global Markets began in 2026. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant, providing a broad set of advisory, execution, and custody services.

William Simpson is a CFP® professional with 19 years of experience in financial advising. He is currently with EP Wealth Advisors, where he has worked since 2023. Prior to that, he was with Resolute Financial, LLC for seven years and Azimuth Financial Planning, LLC for ten years. 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, employing a suitability-driven investment process and a range of asset classes.

Neal Marchant is a financial advisor at EP Wealth Advisors with 19 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. Prior to joining EP Wealth Advisors in 2022, he worked at Vantage Advisors, LLC and Vantage Strategies, LLC for over a decade. Marchant serves on the boards of Dixie State University Innovation Foundation, St. George Musical Theater, Friends of Washington County Recovery Court, Inc., and Pine View Public Infrastructure District. 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, offering customized model portfolios and ongoing monitoring using a combination of fundamental, technical, and cyclical analysis.