Richard Bean is a CFA® charterholder with over 30 years of industry experience. He is currently with EP Wealth Advisors and has a long tenure at CornerCap Investment Counsel. 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, offering customized model portfolios that incorporate fundamental, technical, and cyclical analysis along with alternative investment recommendations.

Christopher Toro is a financial advisor at EP Wealth Advisors with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining EP Wealth Advisors in 2025, he worked at Hennion & Walsh Inc for three years. 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 various analytical approaches while also providing ancillary services such as tax preparation and estate-document preparation for qualified clients.

Katherine Salter is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She previously worked at Sagepoint Financial, Inc. for nine years before joining her current firm in 2018. Salter serves as a board member of St. Jude's Memorial Hospital, a nonprofit organization. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser providing brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base with both discretionary and non-discretionary account management options.

Ray Joseph is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at Axxes Capital, City of Los Angeles Fire and Police Pensions, Foreside Fund Services, Wilshire Associates, and Barclays Capital. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including swap dealer and futures commission merchant functions.

Rita Reggio is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and bringing 36 years of industry experience. She has been with PlanMember since 2002 and also works as a substitute teacher in the Long Beach Unified School District. Additionally, she is licensed to sell life, disability, and long-term care insurance. PlanMember provides retirement-plan advisory services to employers and participants, acting as a fiduciary for many plans and offering a range of risk-based mutual fund portfolios. The firm emphasizes education and support for plan sponsors and participants through seminars, personalized planning, and a strategic asset allocation investment process.

Michael Barber is a Series 65-licensed financial advisor at EP Wealth Advisors with six years of industry experience. He has worked in various roles at EP Wealth Advisors and Executive Wealth Management, and has a background that includes professional services through MRB Professional Services. EP Wealth Advisors serves individuals, corporate clients, and retirement plans with wealth management, portfolio management, and financial planning services. The firm offers customized model portfolios using fundamental, technical, and cyclical analysis, along with access to tax preparation and estate-document services for eligible clients.

Philip Baker is a CFP® professional with two years of experience, currently serving at EP Wealth Advisors. He has prior experience with CornerCap Wealth Advisors, Yeomans Consulting Group, and LGE Community Credit Union. 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, utilizing customized model portfolios and a variety of analytical approaches.

Alysha Haezaert House is a financial advisor at &Partners with six years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Huber Capital Management, LLC. &Partners serves a diverse clientele, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and advisory services using a range of strategies and platforms, including both proprietary and third-party approaches.

James Holden is a CFP® certificant with eight years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. His prior roles include positions at 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, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualified clients, employing customized model portfolios and ongoing monitoring that utilize fundamental, technical, and cyclical analysis.

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 financial advisor at EP Wealth Advisors with 24 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining EP Wealth Advisors in 2020, he worked at Providus Advisors, LLC from 2013 to 2020. EP Wealth Advisors serves individual, corporate, and retirement plan clients, offering wealth management, discretionary portfolio management, and financial planning. The firm employs a mix of fundamental, technical, and cyclical analysis to construct customized portfolios and provides ancillary services such as tax preparation and estate-document preparation for qualified clients.

Matthew Stojkov is a CFP®-credentialed financial advisor with six years of industry experience, currently with EP Wealth Advisors. His prior roles include positions at Executive Wealth Management and Great Lakes Wealth. Outside of advising, he assists in a cabinet refinishing business, contributing labor on a part-time basis. EP Wealth Advisors serves individual, corporate, and retirement plan clients by providing wealth management, discretionary portfolio management, and financial planning services. The firm employs a combination of fundamental, technical, and cyclical analysis to create customized portfolios and offers additional services including tax preparation and estate-document assistance.

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 financial advisor with 13 years of industry experience. He currently works at EP Wealth Advisors and has previously held roles at Girard Advisory Services, Univest Bank and Trust Co, and Mercer Global Advisors. 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 qualified clients, utilizing customized model portfolios and ongoing monitoring.

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® with nine years of experience in financial advising. He has been with EP Wealth Advisors since 2016. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm offers wealth management, financial planning, discretionary portfolio management, and ancillary services such as tax preparation and estate-document preparation for qualifying clients.

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.