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.

Sherry Anselmo is a financial advisor at EP Wealth Advisors with 33 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at Charles Schwab & Co., Inc. and TD Ameritrade Investment Management, LLC. 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, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients. They utilize customized model portfolios with ongoing monitoring and employ a mix of fundamental, technical, and cyclical analysis, including short-term trading and alternative investment strategies when appropriate.

Carey Mcneal is a financial advisor at EP Wealth Advisors with 27 years of industry experience. He previously worked at Buffington Mohr McNeal for 27 years before joining EP Wealth Advisors in 2025. Outside of his advisory role, Mcneal serves as vice president of the McNeal Corporation, managing real estate development and project accounting. EP Wealth Advisors 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, employing a suitability-driven approach that includes mutual funds, ETFs, equities, fixed income, and alternative investments.

Michael Coursey is a financial advisor with EP Wealth Advisors, 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. EP Wealth Advisors serves individuals, corporate clients, and retirement plans with 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 specialized services such as tax preparation and estate-document preparation for qualified clients.

Martin Nodilo is a financial advisor at EP Wealth Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pathlight Investors, LLC for 10 years before joining EP Wealth Advisors in 2019. 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 ancillary services such as tax preparation and estate-document facilitation, employing a suitability-driven process and a range of investment vehicles.

Brandon Krizo Yaple is a financial advisor with EP Wealth Advisors and holds Series 63 and Series 65 licenses. He has 11 years of industry experience, including prior roles at Fisher Investments and Wells Fargo Clearing. 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, with customized model portfolios and access to ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Mustafa Binns is a CFP® certificant with nine years of experience in the financial services industry. He is currently with EP Wealth Advisors and has held prior roles at Empirical Wealth Management, Coldstream Wealth Management, Merrill, and other firms. 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 model portfolios and a range of analytical approaches including fundamental, technical, and cyclical analysis.

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.

Julie O’rourke is a CFP® with seven years of industry experience, currently serving as a financial advisor at EP Wealth Advisors since 2022. Her prior experience includes roles at U.S. Bancorp Investments, U.S. Bank, and City National Bank. 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 ancillary services such as tax preparation and estate-document facilitation, employing a suitability-driven investment process across a range of asset classes.

Nishesh Yadav is a financial advisor at EP Wealth Advisors with Series 63 and Series 65 credentials and five years of industry experience. He has previously worked at Charles Schwab & Co., Inc. and TD Ameritrade. Outside of his advisory role, he is the founder of iNishiative Sports LLC, a firm providing coaching, training, and film editing services. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm employs a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and provides additional services such as tax preparation and estate-document preparation for qualifying clients.