Sisung Noh is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Independent Financial Group since 2016 and also serves as the owner of a CPA practice, Sisung Noh, CPA, Inc., which specializes in tax preparation, accounting, and bookkeeping. Independent Financial Group is a large advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm provides a range of investment advisory programs, financial planning, and retirement plan services, utilizing both in-house and third-party investment models across various client risk profiles.

Carlos Ocampo is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 credentials and four years of industry experience. He has been with CitiBank since 2014. Outside of his advisory role, he provides DJ services for weddings and works as a personal shopper and dog sitter. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies and maintains in-house research and security-pricing activities, supporting large institutional scale and customized investment solutions.

Todd Perry is a CFP® professional with 16 years of industry experience. He is currently an advisor at EP Wealth Advisors and has worked previously at Executive Wealth Management and Vintage Financial Services. Perry also serves as Treasurer for the Brighton Rotary Foundation. 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.

Raymond Chavez is a financial advisor at Centaurus Financial, Inc. with 26 years of industry experience, including 21 years at Centaurus. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a partner in BWRC & Associates, a non-investment-related business. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of services such as financial planning, portfolio management, and retirement-plan consulting, employing both discretionary and non-discretionary arrangements with multiple investment analysis approaches.

Andrew Szewc is a financial advisor at EP Wealth Advisors with a Series 65 designation and three years of industry experience. He has worked at EP Wealth Advisors since 2024 and held prior positions at Executive Wealth Management, Inc. and Fratarcangeli Wealth Management. Szewc serves as a volunteer board member for the Hillsdale College Alumni Association, chairman of the Alpha Tau Omega Fraternity Beta Kappa Chapter Alumni Board, and treasurer of the Work Skills Foundation Board, where he also advises on the foundation’s investment account. 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 customized model portfolios and a variety of investment strategies, including third-party manager recommendations and ERISA plan services.

Jay Simmons is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with EP Wealth Advisors in Torrance, CA. Outside of his advisory role, Simmons is a co-manager of Cyrus Ridge Farm and serves as an adjunct professor teaching a Foundations of Financial Planning course at Southern Virginia College. 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, utilizing customized model portfolios and a range of investment strategies including fundamental and technical analysis.

Adam Hale is a CFP® and holds a Series 65 license with two years of industry experience. He has been with EP Wealth Advisors since 2023 and previously worked in roles outside the financial industry, including operating a gardening business. EP Wealth Advisors is a registered investment adviser serving individual, corporate, and retirement plan clients with services including wealth management, discretionary portfolio management, financial planning, and ancillary offerings such as tax preparation and estate-document preparation. The firm constructs customized portfolios using a combination of fundamental, technical, and cyclical analysis and manages ERISA plan services.

Stuart Campbell is a CFP® professional with four years of industry experience. He currently works at EP Wealth Advisors and previously held roles at Wacker Wealth Partners, NYLIFE Securities LLC, New York Life Insurance Company, and Shea Homes. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides customized wealth management, portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Gregory Wells is a CFP® professional with 16 years of experience, currently serving at EP Wealth Advisors since 2010. He holds Series 63 and Series 65 licenses and is based in Torrance, CA. 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 provides wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios with ongoing monitoring and rebalancing through various analytical approaches and investment strategies.

Jeremy Mc Mullen is a CFP® and holds a Series 65 license, currently working at EP Wealth Advisors with three years of industry experience. He has prior experience at Foguth Wealth Management, truAdvice, and Foguth Financial Group. 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, utilizing a combination of fundamental, technical, and cyclical analyses along with options and alternative investments when appropriate.

Rahul Shah is a CFP® and Series 66 registered financial advisor with 24 years of industry experience. He has worked at EP Wealth Advisors since 2025 and previously spent 15 years at Peninsula Wealth LLC. Shah is based in Torrance, CA. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm customizes portfolios using fundamental, technical, and cyclical analysis and provides ancillary services such as tax preparation and estate-document access for qualifying clients.

Brady Jardine is a CFP® with 13 years of experience in financial advising. He is currently with EP Wealth Advisors and has worked there since 2020, following six years at Financial Insight Center and The Insight Group Insurance Agency. Outside of his advisory work, Jardine is president and owner of Double Top Outfitters, a hunting guide service. EP Wealth Advisors serves individuals, business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning. The firm uses a combination of fundamental, technical, and cyclical analysis to create customized portfolios and provides ancillary services including tax preparation and estate-document preparation for qualified clients.

Sara Gardner is a CFP® professional with 22 years of industry experience. She has been with EP Wealth Advisors since 2016 and previously worked at Elevated Planning, LLC. Gardner holds the Series 63 and Series 65 licenses. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, financial planning, and ancillary services including tax preparation and estate-document preparation, utilizing customized model portfolios and a range of investment strategies.

Jason Bevacqua is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. Prior to joining Integrated Wealth Concepts, he has worked with the Garden Grove Unified School District for 29 years. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income while employing both long-term and shorter-term trading strategies.

Michael Fink is a CFP® and Series 66 professional with four years of experience in financial advising. He currently works at Mariner Wealth Advisors and has previous experience at EP Wealth Advisors, Highmark Capital Management (Union Bank Private Bank), and U.S. Trust. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm uses customized portfolios supported by an internal team and third-party managers, and it offers integrated tax, accounting, and family office services uncommon among large advisory firms.

Hunter Brasher is a CFP® and holds a Series 65 license with two years of industry experience. He has been with EP Wealth Advisors since 2022 and previously worked at Fox Pest Control and Brigham Young University. 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, utilizing customized model portfolios and a blend of fundamental, technical, and cyclical analysis.

Nathan Cutler is a financial advisor at EP Wealth Advisors with a Series 65 designation and four years of industry experience. His prior work includes roles at Utah Valley University and Casepak, Inc. Outside of advising, no additional business activities were reported. 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, using customized model portfolios and a range of investment strategies including fundamental, technical, and cyclical analysis.

Casey Ahrendsen is a financial advisor at EP Wealth Advisors with four years of industry experience. He holds the ChFC® designation and the Series 66 license. Prior to joining EP Wealth Advisors, he worked at Capital Group - American Funds Distributors, Inc. from 2021 to 2023. 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. Their investment approach includes customized model portfolios with monitoring and rebalancing, and they also provide ERISA plan services and access to alternative investments and private funds.

Daniel Kerr is a CFP® with nine years of industry experience, currently serving at Cerity Partners LLC. He previously worked at Running Point Capital Advisors, Mission Wealth, and Moss Adams Wealth Advisors. Kerr volunteers as Director of Investments for the South Bay Police and Fire Memorial Foundation. Cerity Partners provides customized wealth management services to a national client base that includes individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection, incorporating proprietary quantitative screens alongside third-party managers and individual securities, and offers services such as financial planning, retirement plan consulting, tax planning, and access to alternative and private-market investments.

Richard Caw is a CFP® professional with 23 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2025, following prior roles at Better Money Decision and The Sherringon Group. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, financial planning, and ancillary services including tax preparation and estate-document preparation for qualifying clients, employing a strategy that combines fundamental, technical, and cyclical analysis with access to alternative investments and third-party managers.