Kristie Garrett is a CFP® and holds a Series 66 license with 18 years of experience in the financial services industry. She currently works at EP Wealth Advisors and previously held roles at Zevenbergen Capital Investments LLC and Brighton Jones 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 offers customized wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Kenneth Mccabe is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has been with Centaurus Financial since 2011. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary arrangements.

Jeffrey Lehman is a financial advisor at EP Wealth Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various capacities at Lehman & Derafelo Financial Resources LLC, Lehman Financial Resources, Inc., and Royal Alliance Associates, Inc. before joining EP Wealth Advisors in 2023. 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 clients meeting certain asset thresholds. Their investment approach includes customized model portfolios using fundamental, technical, and cyclical analysis, with the inclusion of alternative investments and third-party manager recommendations when appropriate.

James King Jr. is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Grove Point Advisors LLC, Crown Capital Securities, Lp, Questar Capital, and Allianz Life of North America. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Eric Brillant is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 23 years of industry experience. He previously worked at LPL Financial for 12 years before joining Centaurus Financial in 2019. Outside of his advisory role, he serves as president of Brillant and Associates and is involved in the sale of fixed insurance, disability, long-term care, and individual term insurance products. Centaurus Financial provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management, with advisors employing a mix of fundamental, technical, bottom-up, and top-down analysis.

Benson Liao is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has 32 years of industry experience and has been affiliated with New York Life and its related entities since 1993. Outside of his advisory work, Liao serves on the boards of several nonprofit organizations, including the Taiwan Hotel and Motel Association of Southern California and Moringa For Love, a group focused on combating malnutrition and poverty through sustainable agriculture. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations, managing the majority of its regulatory assets on a non-discretionary basis.

Patrick Donovan is a financial advisor at EP Wealth Advisors with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Minot Wealth Management, JPMorgan Chase Bank, J.P. Morgan Securities, Credit Suisse Securities, and Banc of America Investment Services. 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, and financial planning, offering customized model portfolios with ongoing monitoring and rebalancing that incorporate fundamental, technical, and cyclical analysis.

Austin Loveland is a financial advisor with EP Wealth Advisors in Torrance, CA, holding a Series 65 designation and four years of industry experience. He previously worked at Soltis Investment Advisors and SunWest Management. EP Wealth Advisors is a registered investment adviser serving 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 portfolios and provides ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Ryan Caldwell is a CFP® professional with 17 years of industry experience. He has worked at EP Wealth Advisors since 2024 and previously spent 16 years at R.E. Wacker Associates, Inc. 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, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients, utilizing customized model portfolios and various investment strategies.

Daniel Chang is a financial advisor with Eagle Strategies (New York Life) based in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with New York Life and its affiliates since 2008 and owns Paving Roads Financial Strategies and Insurance Solutions LLC, through which he brokers non-registered insurance products. Eagle Strategies serves a diverse clientele including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Chase Payne is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and bringing nine years of industry experience. He previously worked at Wells Fargo Clearing, Golden State Wealth Management, LLC, and LPL Financial. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, providing both discretionary and non-discretionary strategies that include exposure to alternative and digital-asset products.

Linda Ginder is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at EP Wealth Advisors since 2018. Prior to joining EP Wealth Advisors, she worked at SFMG Wealth Advisors from 2016 to 2018. 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, employing a customized investment approach that combines fundamental, technical, and cyclical analysis.

Michael Kruse is a CFP® professional with experience spanning multiple firms including Aspiriant, Hightower, and Transcend Wealth. He has worked in the financial advisory field since at least 2014 and joined Sequoia Financial Group, L.L.C. in 2025. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Nathan Larsen is a CFA® charterholder with one year of industry experience. He is currently an advisor at EP Wealth Advisors, where he has worked since 2025. Prior to this, he spent eight years at Executive Wealth Management. EP Wealth Advisors is a registered investment adviser that 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, utilizing customized model portfolios and a range of investment strategies.

Alexis Melchor is a financial advisor with Centaurus Financial, Inc. based in Anaheim, CA. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse clientele, including individuals, families, small businesses, and institutions. The firm offers a range of financial planning and portfolio management services with both discretionary and non-discretionary arrangements, utilizing fundamental, technical, and model-based investment approaches.

Robert Thomas is a Series 66-credentialed financial advisor with 14 years of industry experience. He has been with GWN Securities Inc. since 2016. In addition to his advisory role, he works as an independent agent placing fixed annuities and insurance products aimed at providing guaranteed benefits to suitable clients. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning services. The firm employs a mix of sub-advisers and model-based allocations, incorporating tactical trading strategies in certain legacy programs.

Joseph Palumbo is a financial advisor at EP Wealth Advisors with 12 years of industry experience. He holds the Series 66 designation and has worked previously at City National Bank, RBC Capital Markets, and Wells Fargo Clearing. Outside of his advisory role, Palumbo serves as an officer and board member of Kristin's Fund, a domestic violence awareness organization. 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 provides ongoing monitoring using a blend of fundamental, technical, and cyclical analysis, along with access to alternative investments and third-party managers.

James Fitzpatrick is a CFP® professional at EP Wealth Advisors with 35 years of industry experience. His background includes roles at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and WealthVest Marketing. He has been with EP Wealth Advisors since 2022. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides customized wealth management, discretionary portfolio management, and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis alongside access to alternative investments and third-party managers.

Julia Donnelly is a financial advisor with Empower Advisory Group in Long Beach, CA, holding Series 66 and Series 63 designations and two years of industry experience. Her prior roles include positions at Wells Fargo, Comprehensive Advisor LLC, and Empower Financial Services, Inc. Empower Advisory Group provides financial planning and investment management services 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 solutions tied to its recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Harlan Flint is a financial advisor with EP Wealth Advisors, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. Prior to joining EP Wealth Advisors in 2026, he spent 13 years at Longview Asset Management LLC. Flint is the sole owner and president of Sightline Ltd., a corporation established to hold a membership interest in Longview Asset Management LLC, which is not investment related. EP Wealth Advisors serves individuals, corporate 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 uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and provides ongoing monitoring, rebalancing, and third-party manager recommendations.