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.

Timothy Wiand is a CFP® professional at EP Wealth Advisors with two years of experience in the financial industry. He previously worked at The Fairman Group LLC for seven years and PNC Bank for five years. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, 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, employing customized portfolios with fundamental, technical, and cyclical analysis alongside alternative investment strategies.

Sean Khaligh is a CFP® professional with 21 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at LPL Financial LLC, Strategic Wealth Advisors Group, LLC, and Wells Fargo Clearing. Outside of his advisory role, he is a business owner involved with ventures such as Dorasti Imports and Caviar Biotech LLC, and serves as an investor and director for Vostok Foods LLC. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to third-party asset managers, turnkey asset management platforms, and its own WealthSuite separately managed account program.

Elijah Burton is a financial advisor at EP Wealth Advisors in Torrance, CA, holding a Series 65 designation with less than one year of industry experience. Before joining EP Wealth Advisors, he worked in roles outside the financial sector, including positions at Waikiki Beach Services and i9 Sports. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualified clients. The firm uses customized model portfolios with ongoing monitoring and employs a variety of investment strategies, including fundamental and technical analysis, options, and alternative investments.

Ryan Metzger is a financial advisor with GWN Securities Inc. in Torrance, CA, holding a Series 66 credential and bringing 13 years of industry experience. He has been with GWN Securities since 2014. Outside of his advisory role, Metzger is a managing partner in a thoroughbred horse ownership and breeding partnership and consults on blue-collar projects through a property management company. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning services. The firm employs a portfolio management approach using affiliated and unaffiliated sub-advisers with model-based allocations and incorporates market-timing and momentum-based strategies in some legacy programs.

Norman Mcgill is a CFP® and Series 65 registered advisor with 12 years of industry experience, currently with EP Wealth Advisors. His prior roles include positions at Wacker Wealth Partners, Parkside Advisors LLC, and Grubman Wealth Management. 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, combining fundamental, technical, and cyclical analysis with a range of investment options tailored to client needs.

Joseph Brooks is a financial advisor with EP Wealth Advisors in Torrance, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining EP Wealth Advisors in 2025, he worked for Nbs Financial for 23 years. 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, employing customized model portfolios with a mix of fundamental, technical, and cyclical analysis.

Clint Camua Sr. is a CFP® professional at EP Wealth Advisors with 27 years of industry experience. He has been with EP Wealth Advisors since 2007. EP Wealth Advisors is a registered investment adviser that serves individuals—including high-net-worth clients—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 certain clients, utilizing customized model portfolios and a range of investment strategies.

Zachary Messina is a financial advisor at EP Wealth Advisors with 25 years of industry experience. He holds Series 63 and 65 licenses and has previously worked with Executive Wealth Management and Private Client Services. Outside of his advisory role, Messina is involved with EWM Tax Solutions, a tax preparation business he owns. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation, utilizing customized portfolios with a range of investment strategies and third-party manager oversight.

Robert Condon is a financial advisor at Valic Financial Advisors with 32 years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Valic Financial Advisors in 2021, he worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2017 to 2019. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services. The firm utilizes discretionary unified managed accounts and centralized technology to support its nationwide network of over 1,200 advisors.

Milton Mejia is a financial advisor at Voya Financial Advisors, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Diversified Investment Advisors and Diversified Investors Securities Corp. for 13 years. Outside of advising, he owns and manages rental properties. Voya Financial Advisors serves a broad range of individual and institutional clients, providing financial planning, portfolio management, and retirement plan consulting through multiple program structures, including wrap programs and third-party money managers. The firm operates with a focus on non-discretionary advice and combines SEC-registered investment advisory services with broker-dealer offerings.

Matthew Wilson is a CFP® professional with 23 years of experience in the financial services industry. He has worked at EP Wealth Advisors since 2024 and previously spent 16 years at R. E. Wacker Associates, Inc. His credentials include the Series 66 license. 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 services, with offerings that include customized model portfolios and ancillary services such as tax preparation and estate-document facilitation for qualified clients.

Crystal Lamar is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Outside of her advisory role, she is involved in property management through ownership and management of real estate entities in Los Angeles. Citigroup Global Markets serves a broad client base ranging from workplace investors to ultra-high-net-worth individuals, offering multi-asset, multi-manager investment programs and a variety of execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research and risk management, enabling it to provide tailored advisory and discretionary solutions.

Ryan Serrecchia is a CFP® professional with 22 years of experience in financial advising. He has been with EP Wealth Advisors since 2008. The firm serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. EP Wealth Advisors employs a mix of fundamental, technical, and cyclical analysis for portfolio construction and provides various ancillary services such as tax preparation and estate-document facilitation for qualified clients.