Alysha Haezaert House is a financial advisor at &Partners with six years of industry experience. She holds a Series 66 credential and previously worked at Wells Fargo Advisors and Huber Capital Management, LLC. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a combination of proprietary models and third-party managers through the Envestnet platform.

James Holden is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with eight years of industry experience. He currently works at EP Wealth Advisors and has held roles at firms including VP Distributors LLC, Kayne Anderson Rudnick Investment Management, Morgan Stanley, UBS Financial Services, and Stifel. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm offers wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation for clients meeting certain asset thresholds, using customized model portfolios and a range of investment strategies.

Jay Eng is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Kinecta Financial & Insurance Services, LLC and LPL Financial, LLC from 2004 to 2020. Outside of his advisory role, he serves as a trustee of The Eng Family Trust, which is involved in real estate sales and property management. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and utilizes multiple advisory platforms and third-party asset managers.

Nicholas Hurdle is a financial advisor with Empower Advisory Group in Redondo Beach, CA. He holds Series 63 and Series 66 licenses and has five years of industry experience. His prior roles include positions at FSC Securities Corporation and McCarthy Wealth Management. Outside of finance, he has worked with Bark City Dog Daycare and the Orcutt Polo Association. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm utilizes an integrated model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

James Dwyer is a CFP® with 23 years of industry experience, currently serving as an advisor at EP Wealth Advisors since 2020. Prior to this, he worked at Providus Advisors, LLC for seven years. EP Wealth Advisors, LLC 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, with a suitability-driven approach to portfolio construction and management.

Matthew Stojkov is a CFP® with five years of industry experience, currently serving as a financial advisor at EP Wealth Advisors in Brighton, MI. His prior roles include positions at Executive Wealth Management, Great Lakes Wealth, and Woodbury Financial Services. Outside of his advisory work, he assists with a cabinet refinishing business called Sophie's Home Restoration. 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 approach to portfolio management and offers a range of services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Michael Schulman is a CFA® charterholder with 19 years of industry experience. He is currently with Cerity Partners LLC and previously worked at Running Point Capital Advisors, LLC, as well as Hollencrest Capital Management and Double Eagle Partners, LLC. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

David Devita is a CFP® and CFA® credentialed advisor with 12 years of industry experience. He is currently with EP Wealth Advisors and previously worked at Girard Advisory Services, Univest Bank and Trust Co, and Mercer Global Advisors. 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, and ancillary services such as tax preparation and estate-document facilitation, employing a suitability-driven investment process across a broad range of asset types.

Brian Latorre is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. He previously worked at Charles Schwab Bank for 10 years and has been with Charles Schwab & Co., Inc. since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement and planning discussions, and a range of investment recommendations utilizing Schwab’s proprietary tools and standard asset allocation models.

Aleksandr Chkadua is a CFP® and Series 65-credentialed advisor with nine years of industry experience. He has been with EP Wealth Advisors since 2016, serving in various capacities within the firm. 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 for qualified clients, using a customized investment approach that incorporates fundamental, technical, and cyclical analysis.

Sean Mcferson is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He has served as a partner at Windes Inc., a CPA firm, since 2012. Integrated Wealth Concepts LLC 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, employing customized portfolios with a predominantly long-term approach and utilizing internal and third-party asset management.

Lauren Salas is a financial advisor at Mariner with five years of industry experience. She holds a Series 65 designation and previously worked at Morton Capital Management and Ferguson Enterprise. Outside of financial advising, Salas is involved with Salas Homes, where she performs administrative duties. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by an internal team and third-party managers, and it features integrated tax and accounting services uncommon for firms of its size.

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.

Martin Chiu is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 credentials. He has 38 years of industry experience and has been involved with multiple consulting and wealth advisory entities, including founding VANTAQUEST. In addition to his advisory work, he has served as an instructor since 2017 and operates a consulting firm focused on family wealth matters. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and trusts. The firm delivers advisory and brokerage services through independent representatives and emphasizes a predominantly non-discretionary approach to asset management.

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.