Michael Mc Callister is a financial advisor with PlanMember Securities Corporation and holds a Series 65 designation. He has recent experience working at McCallister Financial Group and Palos Verdes Practice Management. Prior to his advisory roles, his work history includes Deloitte and positions in education. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary oversight, participant investment options, and educational support. The firm employs a top-down strategic asset allocation process with risk-based mutual fund portfolios and utilizes third-party custodians while maintaining dual registration as a broker-dealer and investment adviser.

David Cantor is a financial advisor with EP Wealth Advisors, holding 23 years of industry experience. He previously spent 24 years at Longview Asset Management LLC and has been the sole owner and president of Raven'sWing Asset Management Inc. since 2000. Raven'sWing holds a majority interest in Longview Asset Management, and Cantor oversees its management outside of securities trading hours. EP Wealth Advisors serves individuals, corporate clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and a combination of fundamental, technical, and cyclical analysis, including alternative investments and private fund recommendations.

Arthur Veyna is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including long tenures with Securian Financial Services, Minnesota Life, and Tax & Financial Group. Veyna serves as chairman of the Lambda Chi Alpha Southern California Alumni Association and is a member of the investment committee for the PSZ Housing Corporation, a 501(c)(3) organization. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and advisory services to individuals, retirement plans, and organizations. The firm offers a combination of advisor-led discretionary management, model-based strategies, and integrated solutions including insurance and alternative investments.

Jonathan Penaloza is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with seven years of industry experience. He has worked at Centaurus Financial since 2018 and previously was employed at Footprints Behavioral Health and California State University, Long Beach. Outside of his advisory role, he is involved as a property and casualty insurance agent at CGM Risk Management. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory management through multiple platforms and employs both discretionary and non-discretionary investment arrangements.

Donita Joseph is a financial advisor at Integrated Wealth Concepts LLC with seven years of industry experience. She holds a Series 65 designation and has worked as a partner at Windes, Inc., a CPA firm, since 1989. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a combination of internal management and third-party asset managers with a primarily long-term investment approach.

Ronald Kring is a financial advisor at Money Concepts Capital Corp with seven years of industry experience. He holds the Series 65 credential and has worked at firms including FIT Strategic Advisors LLC and AMAG Pharmaceuticals, Inc. Outside of his advisory work, he serves as a director and secretary of SCI Franchise Holdings, Inc., a biohazard cleaning company. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individual investors, high-net-worth clients, and institutional entities. The firm uses model-driven and asset-allocation approaches, offering a range of discretionary and non-discretionary portfolio programs supported by third-party managers and technology platforms.

Ju Hwan Oh is a financial advisor with Money Concepts Capital Corp in Anaheim, CA, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Money Concepts Capital in 2025, he worked at Unity Wealth Partners and Ameritas Investment Company, LLC. In addition to his advisory role, he is a partner at John Oh CPA Professional Corp, where he provides accounting and tax planning services. Money Concepts Advisory Service offers investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies across discretionary and non-discretionary programs, managing approximately $4.07 billion in client assets through a network of several hundred advisors.

Albert Herzog IV is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with EP Wealth Advisors and has previously worked at Executive Wealth Management, Private Client Services, Wells Fargo Clearing, and Merrill. Herzog also owns and operates several affiliated businesses, including a tax preparation firm and an insurance agency. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by offering wealth management, discretionary portfolio management, and financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to create customized portfolios and provides additional services such as tax preparation and estate-document facilitation for qualifying clients.

Jared Lopez is a CFA® charterholder based in Torrance, CA, with 8 years of industry experience spanning roles at Capital Group, BNY Mellon, First Bank, and EP Wealth Advisors, where he has worked since 2022. 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 such as tax preparation and estate-document preparation, using customized portfolios with a mix of fundamental, technical, and cyclical analysis.

Ryan Cravitz is a CFP® with 13 years of industry experience, currently serving at Brookstone Capital Management LLC since 2016. He has also owned Cravitz Financial & Insurance Solutions, previously Milestone, since 2011, where he promotes and teaches financial literacy to adults and children as a Certified Financial Education Instructor with the National Financial Educator's Council. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm offers discretionary portfolio management through a turnkey asset management platform and employs a range of investment strategies including strategic and dynamic asset allocation models, ETFs, mutual funds, and options-enhanced strategies.

Morgan Degooyer is a CFP® professional with three years of industry experience, currently serving as an advisor at EP Wealth Advisors. He previously worked at The Insight Group, Inc. and Integrated Financial Group, and also has a background with The Church of Jesus Christ of Latter-Day Saints. EP Wealth Advisors is a registered investment adviser serving individuals, high-net-worth clients, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services, using a blend of fundamental, technical, and cyclical analysis alongside access to alternative investments and third-party managers.

Scott Smith is a financial advisor at J.W. Cole Advisors, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Edward Jones for 18 years. Smith also manages Smith Wealth Partners, a client-facing business offering advisory practice information and client portals, and serves as a life and health insurance agent. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans nationwide through over 400 independent advisors. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Sara Laclair is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. She currently works at EP Wealth Advisors and previously held roles at Capital Insight Partners, Voya Financial Advisors, Inc., and Rayhons Financial Solutions. 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, utilizing a mix of fundamental, technical, and cyclical analysis to construct customized model portfolios and provide ongoing monitoring, including ERISA plan services.

Tyler Mc Sween is a CFP® at EP Wealth Advisors with one year of industry experience. He previously worked at First Republic Investment Management and Schoettle Financial before joining EP Wealth Advisors. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Giesella Earley is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 designations. She has 14 years of industry experience and has been with Citigroup since 2010. Citigroup Global Markets serves individual and institutional clients across various 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 significant institutional capabilities including in-house research and specialized market roles.

Tsanshiau Lin is a financial advisor with Independent Financial Group, LLC, holding a Series 66 credential and 28 years of industry experience. Prior to joining IFG in 2015, Lin worked at firms including VOYA Financial Advisors, Banc of America Investment Services, Equitable Advisors, Citicorp Investment Services, UBS International, and Merrill. Lin is also a licensed California insurance agent offering various types of insurance products outside of IFG. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm delivers financial planning and portfolio management utilizing both firm and third-party models, with an investment approach combining strategic asset allocation, multi-manager portfolios, and active and passive exposures tailored to client risk profiles.

Farid Mokhtarian is a financial advisor with TLG Advisors, Inc. based in Torrance, CA, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with The Leaders Group Inc. since 2009. Outside of advising, he is an author and is involved in several insurance-related businesses. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm’s investment approach emphasizes manager selection and ongoing monitoring, applying fundamental analysis and Modern Portfolio Theory to build diversified portfolios.

Mark Pierce is a CFP® with 22 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. His prior roles include positions at Purshe Kaplan Sterling Investments, Criterion Capital Advisors LLC, Wells Fargo Advisors, and his own firm, Pierce & Pierce Inc., which operates a family farm. He also serves on the board of directors for the nonprofit Blakeford at Green Hills. EP Wealth Advisors is a registered investment adviser that provides wealth management, discretionary portfolio management, and financial planning services to individuals, businesses, and retirement plans. The firm employs a blend of fundamental, technical, and cyclical analysis to construct customized portfolios and offers ancillary services including tax preparation and estate-document facilitation for qualified clients.

Heather Blake is a financial advisor with OSAIC Institutions, INC., holding a Series 66 credential and seven years of industry experience. She has worked at Infinex Investments, Inc. since 2022, and previously held roles at Financial Partners Wealth Management and LPL Financial starting in 2016. She also serves as trustee and executor for the estate of Phyllis A Knapp. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer model.

Matthew Kuhn is a CFA® charterholder and holds a Series 65 license with 29 years of industry experience. He has been with EP Wealth Advisors since 2020 and previously spent 28 years at Harris Financial Advisors, Inc. He is based in Torrance, CA. EP Wealth Advisors serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans, offering 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 additional services such as tax preparation and estate-document facilitation for qualifying clients.