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 CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst with 12 years of industry experience. He 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 provides wealth management, discretionary portfolio management, and financial planning services, utilizing customized portfolios with a mix of fundamental, technical, and cyclical analysis.

Jonathan O'Brien is a CFP®-credentialed financial advisor with four years of industry experience. He currently works at EP Wealth Advisors and previously spent several years with Midwest Professional Planners, Ltd. and five years at St. Joseph Home for the Elderly. 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 services, utilizing customized model portfolios and a range of investment strategies including fundamental, technical, and cyclical analysis.

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 at EP Wealth Advisors with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at EP Wealth Advisors since 2020, following a 13-year tenure at International Research and Asset Management. 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 qualifying clients, using customized model portfolios and a blend of fundamental, technical, and cyclical analysis.

Bronwyn Shone is a CFP® and holds a Series 66 license, with 21 years of experience in the financial industry. She has been with EP Wealth Advisors since 2021 and previously worked at Bluesky Wealth Advisors, LLC from 2013 to 2021. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning, constructing customized model portfolios using a mix of fundamental, technical, and cyclical analysis, as well as alternative investment strategies when appropriate.

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 at Citigroup Global Markets with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including East West Bank, Cetera Investment Services, Fidelity Investments, Bank of America, Merrill, Wells Fargo, Keller Williams, JPMorgan Chase, and Tiffany & Co. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with oversight committees and uses a combination of internal research and market arrangements to support its advisory services.

William Simpson is a CFP® professional with 19 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2023. Prior to this, he was with Resolute Financial, LLC for seven years and Azimuth Financial Planning, LLC for ten years. EP Wealth Advisors 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. They use customized model portfolios with a combination of fundamental, technical, and cyclical analysis, and provide ongoing monitoring and rebalancing.

Neal Marchant is a financial advisor with EP Wealth Advisors in Torrance, CA, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 19 years of industry experience, including prior roles at Vantage Advisors, LLC and Vantage Strategies, LLC. Marchant serves on the boards of the Dixie State University Innovation Foundation, a local musical theater organization, Friends of Washington County Recovery Court, Inc., and the Pine View Public Infrastructure District. EP Wealth Advisors provides wealth management, discretionary portfolio management, and financial planning services to individuals, businesses, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis, along with alternative investments and third-party manager recommendations, to construct and monitor customized portfolios.

Sherry Anselmo is a financial advisor at EP Wealth Advisors with 33 years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at Charles Schwab & Co., Inc. and TD Ameritrade Investment Management, LLC. EP Wealth Advisors serves individuals, including high-net-worth clients, corporate and business 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 constructs customized portfolios using a mix of fundamental, technical, and cyclical analysis, and provides ERISA plan services and access to alternative investments.

Carey Mcneal is a financial advisor at EP Wealth Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and was previously with Buffington Mohr McNeal for 27 years. Outside of his advisory role, Mcneal serves as vice president of the McNeal Corporation, where he is involved in project management and accounting for the family’s real estate partnership. EP Wealth Advisors serves individuals, including high-net-worth clients, as well as corporate and business clients and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios and a variety of analytical approaches.

Michael Coursey is a financial advisor with EP Wealth Advisors in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Clearview Wealth Advisors, Capstone Wealth Advisors, and Wells Fargo Advisors. Outside of advising, he is involved in investment-related ventures through ownership and management of multiple investment properties. EP Wealth Advisors serves individuals, business clients, and retirement plans by providing wealth management, discretionary portfolio management, and financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to create customized portfolios, alongside ancillary services such as tax preparation and estate-document assistance for qualified clients.

Martin Nodilo is a financial advisor at EP Wealth Advisors with 20 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Pathlight Investors, LLC for 10 years before joining EP Wealth Advisors in 2019. 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 a range of investment strategies including fundamental, technical, and cyclical analysis, as well as alternative investments and private fund recommendations.

Brandon Krizo Yaple is a financial advisor with EP Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Fisher Investments and Wells Fargo Clearing. 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 including tax preparation and estate-document assistance for qualified clients, utilizing customized model portfolios and ongoing monitoring with a range of investment strategies.

Mustafa Binns is a CFP® professional at EP Wealth Advisors with nine years of industry experience. He previously worked at firms including Empirical Wealth Management and Coldstream Wealth Management. Binns has held various roles across several financial services firms since 2016. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm provides wealth management, financial planning, and ancillary services, employing customized model portfolios with fundamental, technical, and cyclical analysis along with options, alternative investments, and private fund recommendations.

Claudia Leao is a financial advisor at Empower Advisory Group with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at GWFS Equities, Inc. and TIAA-CREF. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm uses an integrated delivery model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates in its planning services.

Gary Klein is a financial advisor with NewEdge Advisors holding the ChFC® designation and Series 63 registration. He has 28 years of industry experience, including 19 years at Regal Wealth Group Inc before joining NewEdge Advisors in 2024. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, with a focus on combining in-house and third-party manager solutions supported by technology and centralized due diligence.

Julie O'Rourke is a CFP® with eight years of industry experience, currently serving as a financial advisor at EP Wealth Advisors since 2022. She previously held roles at U.S. Bancorp Investments, U.S. Bank, and City National Bank. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning services, using customized model portfolios and a mix of fundamental, technical, and cyclical analysis.