Bruce Mohr is a financial advisor at EP Wealth Advisors with 27 years of industry experience. He holds a Series 65 designation and previously worked at Buffington Mohr McNeal for 27 years before joining EP Wealth Advisors in 2025. Mohr serves as Chair of the Boise State University Foundation Board, overseeing board meetings and supervising the Foundation CEO. 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 develop and manage customized portfolios and offers services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Steven Patzke is a CFP® with three years of industry experience currently with EP Wealth Advisors. He previously worked at LPL Financial, Responsible Investment Group, and Goodworth Wealth Management. Patzke serves on the board of Bickerdike Redevelopment Corporation, an affordable income housing developer. 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, employing a suitability-driven process with a range of investment options and fiduciary ERISA services.

Grady Camps 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 Lido Advisors, Sanford C. Bernstein & Co., and PlanMember Securities. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning, utilizing customized model portfolios with a blend of fundamental, technical, and cyclical analysis, as well as access to alternative investments and third-party managers.

Kristen Perez is a CFP® professional with 12 years of industry experience. She has worked at EP Wealth Advisors since 2020 and was previously with Harris Financial Advisors, Inc. from 2016 to 2020. EP Wealth Advisors is a registered investment adviser serving individual, corporate, and business clients as well as retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document services, using a combination of fundamental, technical, and cyclical analysis alongside alternatives and private fund recommendations.

Kathryn Costas is a financial advisor at EP Wealth Advisors with 12 years of industry experience. She holds a Series 66 designation and previously worked at FMB Retirement Services and FMB Wealth Management. 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.

Benjamin Fife is a financial advisor at EP Wealth Advisors with 34 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining EP Wealth Advisors in 2024, he worked at TD Ameritrade Inc., Charles Schwab Bank, and Charles Schwab from 1994 to 2024. 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 additional services such as tax preparation and estate-document facilitation.

Nathaniel Velasco is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 63 designation and has been with Wells Fargo in various capacities since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from the Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Rozina Rupani is a financial advisor at Ameriprise with 13 years of industry experience. She holds the Series 66 designation and has worked at multiple firms including U.S. Bancorp Investments, LPL Financial, and Kinecta Financial & Insurance Services. Rupani also has outside employment as a registered client associate with Kinecta Federal Credit Union. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, using a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax-efficient strategies and asset management within Ameriprise accounts.

Brian Emde is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been associated with various Cetera entities since 2021 and previously worked at VOYA Financial Advisors from 2015 to 2021. Outside of his advisory role, he manages a rental property. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures and custodial relationships, with over $256 billion in assets under management and more than 10,000 advisors.

Ronald Grimm is a financial advisor with Merrill in San Pedro, CA, holding a Series 66 designation and 23 years of industry experience. He previously worked at Penniall & Associates before joining Merrill and Bank of America in 2017. Grimm is also involved in an outside business organization named Ronald Grimm based in Long Beach, California. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other fiduciaries. The firm’s integration with Bank of America enables access to a broad array of financial products and services.

Rishi Mangal is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley since 2009, including two years with the Morgan Stanley Services Group Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Lisa Masters is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. In addition to her advisory role, she is also employed by JPMorgan Bank, which allows her to offer certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Frank Yanez is a financial advisor at Morgan Stanley with 23 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015 and holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling in its advisory process.

Erik Swanson is a financial advisor at Cetera with a Series 66 credential and two years of industry experience. He also serves as CEO of East Pole Inc, a music recording and production company specializing in theatrical film and symphonic concert material. Additionally, he holds a financial assistant role at Pitchess & Pitchess LLP, where he is involved in tax preparation, IRS representation, and financial planning. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services with access to third-party money managers and customizable investment strategies.

Ronald Rand is a financial advisor with Morgan Stanley in Long Beach, CA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of advising, he serves on the board of the Children's Dental Foundation and owns a racehorse managed by a trainer. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and model simulations to support client financial strategies.

David Kirksey is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 designation and previously worked for nine years at Morgan Stanley. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile and investment preferences.

Andrew Quillope is a financial advisor with Ameriprise in Cerritos, CA, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. In addition to his advisory role, he assists with trade requests and annual report reviews for a colleague’s practice. Ameriprise is a large institutional firm offering a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Alberto Suarez is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Outside of his advisory role, he owns and operates a personal security services business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Edward Kawahara is a CFP® with 33 years of industry experience, currently affiliated with Wells Fargo Clearing. He previously worked at Morgan Stanley in various capacities from 2009 to 2025. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Laura Arrevillaga is a financial advisor with Wells Fargo Clearing in Whittier, CA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. since 2004. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.