Djeneba Ouattara is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. Her work history includes roles at Transamerica Financial Advisors, Concorde Education, GMG, and various education-related organizations. She is involved with multiple educational ventures alongside her advisory career. Transamerica Financial Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring fee-based wrap programs, model portfolios, access to third-party money managers, and commission-based insurance and brokerage products.

Adrian Larson is a financial advisor with EP Wealth Advisors in Phoenix, AZ, holding Series 63 and Series 66 licenses and 17 years of industry experience. He previously worked at Pathlight Investors, LLC for 10 years before joining EP Wealth Advisors in 2019. 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 services, employing a suitability-driven process that includes the use of mutual funds, ETFs, equities, fixed income, and alternative investments.

Kenneth Earwood is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Parkland Securities for nine years and has been president of Titan Financial & Insurance Solutions, Inc., an insurance sales and services firm, since 2004. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm utilizes a platform-centered approach combining model portfolios managed internally, by third parties, and by advisors, offering a range of services from financial planning to discretionary asset management.

Eric Nikssarian is a CFP® and Series 66-registered advisor with nine years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2019, and previously held roles at Ameriprise Financial Services, Inc. and Luvo Wealth Advisors. Based in Los Angeles, CA, he provides financial planning and portfolio management services. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to develop customized portfolios and offers a range of services including discretionary management, retirement plan advisory, tax preparation, and estate-document facilitation.

Nhung Dang is a CFA® charterholder and financial advisor with four years of industry experience. She currently works at EP Wealth Advisors and has previously been employed at Buffington Mohr McNeal and JP Morgan Chase Bank, including their London branch. 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, using a combination of fundamental, technical, and cyclical analysis along with alternative investment strategies and third-party manager recommendations.

Giovanni Beltran is a financial advisor at EP Wealth Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Uber for seven years. Outside of his advisory role, he has been involved with Good Entertainment Only since 2010. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to manage portfolios and offers a range of services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Bruce Mohr is a financial advisor at EP Wealth Advisors with 27 years of industry experience. He holds a Series 65 designation and previously worked at Buffington Mohr McNeal for 27 years before joining EP Wealth Advisors in 2025. Mohr serves as Chair of the Boise State University Foundation Board, overseeing board meetings and supervising the Foundation CEO. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to develop and manage customized portfolios and offers services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Steven Patzke is a CFP® with three years of industry experience currently with EP Wealth Advisors. He previously worked at LPL Financial, Responsible Investment Group, and Goodworth Wealth Management. Patzke serves on the board of Bickerdike Redevelopment Corporation, an affordable income housing developer. 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, financial planning, retirement plan advisory, and ancillary services, employing a suitability-driven process with a range of investment options and fiduciary ERISA services.

Grady Camps is a CFP® professional with five years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. His prior experience includes roles at Lido Advisors, Sanford C. Bernstein & Co., and PlanMember Securities. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning, utilizing customized model portfolios with a blend of fundamental, technical, and cyclical analysis, as well as access to alternative investments and third-party managers.

Kristen Perez is a CFP® professional with 12 years of industry experience. She has worked at EP Wealth Advisors since 2020 and was previously with Harris Financial Advisors, Inc. from 2016 to 2020. EP Wealth Advisors is a registered investment adviser serving individual, corporate, and business clients as well as retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document services, using a combination of fundamental, technical, and cyclical analysis alongside alternatives and private fund recommendations.

Kathryn Costas is a financial advisor at EP Wealth Advisors with 12 years of industry experience. She holds a Series 66 designation and previously worked at FMB Retirement Services and FMB Wealth Management. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to manage portfolios and offers services including discretionary portfolio management, financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Benjamin Fife is a financial advisor at EP Wealth Advisors with 34 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining EP Wealth Advisors in 2024, he worked at TD Ameritrade Inc., Charles Schwab Bank, and Charles Schwab from 1994 to 2024. 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, financial planning, retirement plan advisory, and additional services such as tax preparation and estate-document facilitation.

Nathaniel Velasco is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 63 designation and has been with Wells Fargo in various capacities since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from the Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Christopher Caira is a financial advisor with MassMutual Investors Services in Los Alamitos, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with MML Investors Services and MassMutual Life Insurance Company since 2003. Outside of his advisory role, he is a co-owner of rental property businesses with his brother. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning and offering a variety of investment and insurance solutions.

Rozina Rupani is a financial advisor at Ameriprise with 13 years of industry experience. She holds the Series 66 designation and has worked at multiple firms including U.S. Bancorp Investments, LPL Financial, and Kinecta Financial & Insurance Services. Rupani also has outside employment as a registered client associate with Kinecta Federal Credit Union. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, using a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax-efficient strategies and asset management within Ameriprise accounts.

Brian Emde is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been associated with various Cetera entities since 2021 and previously worked at VOYA Financial Advisors from 2015 to 2021. Outside of his advisory role, he manages a rental property. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures and custodial relationships, with over $256 billion in assets under management and more than 10,000 advisors.

Shelley Chidley is a financial advisor with Charles Schwab, holding a Series 66 designation and 19 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2005. Outside of her advisory role, she serves on the board and the development and financial committee of Saints Simon and Jude School in Huntington Beach, CA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Arya Hajari is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, Hajari held positions at several firms including Aramark, Capstone Financial Advisors, and GameStop. Outside of finance, Hajari works in the hotel industry at Studio 6, handling paperwork, check-ins, and basic maintenance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves retail and institutional investors through discretionary portfolio management, fund advisory, and model portfolios.

Ronald Grimm is a financial advisor with Merrill in San Pedro, CA, holding a Series 66 designation and 23 years of industry experience. He previously worked at Penniall & Associates before joining Merrill and Bank of America in 2017. Grimm is also involved in an outside business organization named Ronald Grimm based in Long Beach, California. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other fiduciaries. The firm’s integration with Bank of America enables access to a broad array of financial products and services.

Rishi Mangal is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley since 2009, including two years with the Morgan Stanley Services Group Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.