Daniel Ziskin is a CFP® professional with 48 years of industry experience, currently affiliated with PlanMember Securities Corporation. His work history includes long-term roles at Irm Distributors, Inc., Raymond-Martin Financial, and Ziskin Financial Services. He is also the owner of Ziskin-Zusmer Insurance & Financial Services, which offers fixed insurance products such as life, health, disability, and long-term care insurance. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation framework in managing risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

David Nathan is a financial advisor with D.A. Davidson & Co. in Long Beach, CA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with D.A. Davidson since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services under fiduciary standards, including ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for clients with over $20 million in stated net worth.

Spencer Campman is a CFP® and Series 66-registered financial advisor with four years of industry experience. He currently works at EP Wealth Advisors and previously held positions at Edward Jones, Bank of America, Merrill, Merrill Lynch, and Phoenix Capital Group. Before entering the financial industry, he studied at the University of Arizona and worked at Rita's Italian Ice. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm provides discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation.

Jonathan Hyre is a CFP® with five years of industry experience, currently serving at Mariner Wealth Advisors since 2022. His prior roles include positions at The Legacy Financial Group, CCK Strategies PLLP, and Bank of Oklahoma. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by both internal research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

James Klem is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2017, following a four-year tenure at M&T Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains a distinctive combination of large institutional scale and specialized market roles.

Elizabeth Mc Queen is a financial advisor at EP Wealth Advisors with 13 years of industry experience. She holds the Series 66 designation and previously worked at Soundmark Wealth Management, LLC for six years before joining EP Wealth Advisors in 2021. EP Wealth Advisors, LLC is a fee-only independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm uses a suitability-driven process to manage portfolios and offers services including discretionary portfolio management, financial planning, tax preparation, and estate-document facilitation.

Jacob Lifshin is a financial advisor at PlanMember Securities Corporation with 37 years of industry experience. He holds the Series 63 designation and has been with PlanMember since 1989. Outside of his advisory role, he owns JL Consulting, a tax preparation and securities services business. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation process and manages unitized, risk-based mutual fund portfolios designed to suit a range of investment objectives.

Fabiola Hill is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. She has 22 years of industry experience and has been with United Planners and VantaQuest since 2013. Outside of her advisory work, she is involved in real estate as a property owner. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers and is notable for its largely non-discretionary asset management approach.

Elizabeth Xilas is a financial advisor at EP Wealth Advisors with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Rappaport Reiches Capital Management, LLC for 14 years before joining EP Wealth Advisors in 2025. 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 qualified clients, utilizing customized model portfolios and a range of investment strategies.

Andrew Zehnder is a financial advisor with EP Wealth Advisors in Torrance, CA, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior roles include positions at Private Client Services LLC, Executive Wealth Management, and INVEST Financial Corporation. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans by offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm uses customized model portfolios and multiple analytical methods, routinely recommending third-party managers and providing ERISA plan services.

Kayla Folts is a Series 66-licensed financial advisor with five years of industry experience. She has worked at EP Wealth Advisors since 2025 and previously held roles at Fidelity Investments, MML Investors Services, Mass Mutual Life Insurance Company, Lenox Advisors, and Equitable Advisors. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm provides customized wealth management, discretionary portfolio management, and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis along with alternative investment strategies.

Phuong Quach is a CFP® and Series 65 licensed advisor at EP Wealth Advisors with one year of industry experience. Prior to joining EP Wealth Advisors, Quach worked at Cinergy Financial and Pho Ha+, and also held roles in educational and research organizations including Educational Talent Search and California State University, Fullerton. EP Wealth Advisors, LLC 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 such as tax preparation and estate-document facilitation, using a suitability-driven process and a range of investment vehicles.

Scott Sayre is a CFP® with 23 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors since 2020. Prior to this, he worked at The Insight Group Insurance Agency and The Insight Group, Inc. for 16 years. He is also the owner of Focused Financial Education Services, LLC, where he provides professional speaking and instruction on planning strategies to tax, legal, and financial professionals, including teaching for the College for Financial Planning CFP® program. 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 such as tax preparation and estate-document facilitation.

Vanessa Pearson is a financial advisor with Integrated Wealth Concepts LLC in Huntington Beach, CA, holding Series 63 and Series 66 registrations and 13 years of industry experience. She has operated Pearson Advisory Services, LLC since 2013, focusing on financial coaching and money relationship education through her business Fix Your Money Mindset. Pearson also serves as Board Treasurer for Viet-CARE, a nonprofit supporting the Vietnamese community with mental health education and outreach. 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 long-term approach alongside shorter-term trading for rebalancing or liquidity needs.

Richard Rose is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has operated as a self-employed advisor since 1991 and has been with PlanMember since 2013. Rose also runs Quadro Inc, a corporation related to his investment business. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Stephanie Acker is a financial advisor at Transamerica Financial Advisors with one year of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Transamerica, she managed strategy and implementation at Snapsheet, Inc. and serves as Executive Director of The National Fraternity of Phi Gamma Nu, a professional business fraternity focused on developing college students. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services using proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Edwin Unland is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and over 32 years of industry experience. He has been with Independent Financial Group since 2010 and also has a background as a part-time supervisor at United Parcel Service. Additionally, he operates a marketing DBA called Money Matters and is a licensed California insurance agent. Independent Financial Group, LLC is a dual-registered broker-dealer and investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement services, utilizing multiple advisory programs and third-party asset managers to accommodate diverse client needs.

Adam Wass is a financial advisor with OSAIC Institutions, INC. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior work includes roles at Infinex Investments, Inc., LPL Financial, and Financial Partners Services. Wass is involved with AmeriEstate, referring clients for prepaid legal and trust services. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering advisory and brokerage services through customized engagements. The firm employs a combination of fundamental and technical analysis and provides access to alternative investments and lending solutions, with a notable emphasis on non-discretionary assets.

Robert Davis is a financial advisor at EP Wealth Advisors in Salt Lake City, UT, holding a Series 65 designation with six years of industry experience. Prior to joining EP Wealth Advisors in 2020, he worked at Fidelity Brokerage Services, The Insight Group Insurance Agency, and Vivint Inc. He maintains an inactive association with Insight Group Insurance Agency for commission trails related to prior insurance sales. 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 such as tax preparation and estate-document facilitation.

Richard Derafelo Jr. is a CFP® professional with 23 years of experience in the financial services industry. He is currently an advisor at EP Wealth Advisors, having joined the firm in 2023 after previously working at Lehman & Derafelo Financial Resources LLC and Lehman Financial Resources, Inc. He serves on the Advisory Committee to Brookwood Gas & Convenience LP. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans, offering wealth management, financial planning, and ancillary services including tax preparation and estate-document facilitation. The firm employs a customizable investment approach incorporating fundamental, technical, and cyclical analysis, along with third-party manager recommendations and ERISA plan services.