Eric Brillant is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 23 years of industry experience. He previously worked at LPL Financial for 12 years before joining Centaurus Financial in 2019. Outside of his advisory role, he serves as president of Brillant and Associates and is involved in the sale of fixed insurance, disability, long-term care, and individual term insurance products. Centaurus Financial provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management, with advisors employing a mix of fundamental, technical, bottom-up, and top-down analysis.

Benson Liao is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has 32 years of industry experience, including long-term roles with New York Life Insurance Company and affiliated entities. Outside of his advisory practice, Liao serves on several nonprofit boards, including the Taiwan Hotel and Motel Association of Southern California and Moringa For Love, which focuses on combating malnutrition and poverty. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and offers multiple program types, with the majority of assets managed on a non-discretionary basis.

Simon Woo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Transamerica, he worked at Tickpick and eBay and has experience selling sports cards on eBay as a personal venture. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm provides discretionary and non-discretionary investment options and supports plan clients with affiliated retirement and recordkeeping entities.

Patrick Donovan is a financial advisor at EP Wealth Advisors with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Minot Wealth Management LLC and J.P. Morgan in both their bank and securities divisions. 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, using a suitability-driven process and a range of investment options.

Austin Loveland is a financial advisor at EP Wealth Advisors with four years of industry experience. He holds a Series 65 designation and has previously worked at Soltis Investment Advisors and SunWest Management. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, providing wealth management, discretionary portfolio management, and financial planning services. The firm constructs customized model portfolios and utilizes various analytical methods, including fundamental, technical, and cyclical analysis, while also offering access to tax preparation and estate-document services for qualified clients.

Ryan Caldwell is a CFP® professional with 17 years of experience in the financial services industry. He has worked at EP Wealth Advisors, LLC since 2024 and previously spent 16 years at R.E. Wacker Associates, Inc. He is based in San Luis Obispo, CA. 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.

Daniel Chang is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He is also the owner of Paving Roads Financial Strategies and Insurance Solutions LLC, through which he brokers non-registered insurance products. Chang has worked with New York Life and its affiliates since 2008. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, emphasizing a largely non-discretionary asset management approach within an integrated New York Life affiliate structure.

Robert Cecil is a CFP® professional with 15 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Churchill Management Group and TIAA-CREF. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, with access to a broad range of investment strategies and affiliated service companies.

Chase Payne is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and bringing nine years of industry experience. He previously worked at Wells Fargo Clearing, Golden State Wealth Management, LLC, and LPL Financial. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, providing both discretionary and non-discretionary strategies that include exposure to alternative and digital-asset products.

Tan Doan is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the ChFC® designation and Securities Series 63 and 66 licenses. His prior experience includes roles at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory role, he is a landlord of a single-family rental property in Oxnard, California. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Roberto Morales Jr. is a financial advisor with D.A. Davidson & Co. in Los Angeles, CA, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has been with D.A. Davidson & Co. since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Linda Ginder is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at EP Wealth Advisors since 2018. Prior to this, she worked at SFMG Wealth Advisors from 2013 to 2018. 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, employing a suitability-driven process and a range of investment options including mutual funds, ETFs, equities, fixed income, and alternatives.

Michael Kruse is a CFP® professional with experience spanning multiple firms including Aspiriant, Hightower, and Transcend Wealth. He has worked in the financial advisory field since at least 2014 and joined Sequoia Financial Group, L.L.C. in 2025. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Nathan Larsen is a CFA® charterholder currently with EP Wealth Advisors. He has eight years of prior experience at Executive Wealth Management before joining EP Wealth Advisors in 2025. 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, employing a suitability-driven process to develop and monitor customized portfolios.

Alexis Melchor is a financial advisor at Centaurus Financial, Inc. with two years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing a mix of fundamental, technical, bottom-up, and top-down investment analysis.

Robert Thomas is a Series 66-credentialed financial advisor with 14 years of industry experience. He has been with GWN Securities Inc. since 2016. In addition to his advisory role, he works as an independent agent placing fixed annuities and insurance products aimed at providing guaranteed benefits to suitable clients. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning services. The firm employs a mix of sub-advisers and model-based allocations, incorporating tactical trading strategies in certain legacy programs.

Patrick Robison is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His career includes roles at Creative Business Resources and Team UP, and he has owned an independent filming business in Los Angeles since 2014. He also acts as a trustee in a fiduciary capacity. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors, operating an open-architecture platform with multiple custodians and third-party money managers.

Joseph Palumbo is a financial advisor at EP Wealth Advisors with 12 years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, RBC Capital Markets, and Wells Fargo Advisors. Outside of his advisory role, he serves as an officer and board member for Kristin's Fund, a domestic violence awareness organization. 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 and financial planning through a suitability-driven process, incorporating mutual funds, ETFs, equities, fixed income, and alternative investments when appropriate.

James Fitzpatrick is a financial advisor at EP Wealth Advisors with 35 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans with customized wealth management and discretionary portfolio management services. The firm employs a variety of investment strategies including fundamental, technical, and cyclical analysis, and offers ancillary services such as tax preparation and estate-document preparation for qualified clients.

Julia Donnelly is a financial advisor at Empower Advisory Group with two years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including Wells Fargo and Comprehensive Advisor LLC. Her background also includes roles outside finance, such as media work at Media Play News and teaching at Tri-City Christian High School. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its planning services.