Carlos Bautista is a financial advisor at EP Wealth Advisors in Torrance, CA, holding the CFP®, ChFC®, and Series 66 designations with 25 years of industry experience. His prior roles include positions at MassMutual Life Insurance Co, Mass Mutual Investors Services, and MBSC Securities Corporation. Bautista has been with EP Wealth Advisors since 2020. EP Wealth Advisors is a registered investment adviser serving individuals, corporate 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, offering customized model portfolios and ongoing portfolio monitoring using fundamental, technical, and cyclical analysis.

Nicholas Lancaster is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been affiliated with Transamerica Financial Advisors and Next Level Concepts Inc since 2012, and has worked with World Financial Group, Inc. since 2008. Lancaster is also the owner of Next Level Concepts Inc, a pass-through entity. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm employs model portfolios and third-party managers across multiple platforms, managing approximately $1.7 billion in regulatory assets under management.

Brian Waldner is a CFP® and CFA® with nine years of industry experience. He is currently with EP Wealth Advisors in Torrance, CA, where he has worked since 2024, following prior roles at Kahler Financial Group, Clarfeld Financial Advisors, and Natixis Investment Managers. 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, employing customized model portfolios and a range of investment strategies including fundamental, technical, and cyclical analysis.

Michael Anderson is a CFP® with 17 years of experience in financial advising. He is currently with Empower Advisory Group and has prior experience at Advised Assets Groups, GWFS Equities, Bank of America, and Merrill. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm’s integrated approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Nicolas Kirsch is a financial advisor with Commonwealth Financial Network in Los Angeles, holding a Series 66 designation and three years of industry experience. Prior to joining Commonwealth, he worked at Equitable Advisors and has academic experience from Loyola Marymount University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Jamal Thompson is a financial advisor with Kestra Advisory in Burbank, CA, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Kestra Advisory since 2020 and has also worked with Kestra Investment Services, LLC since 2014. He serves as a consultant for Domari Wealth Management, providing investment advice through an independent RIA. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves very large institutional investors and provides access to multiple management platforms and third-party solutions.

Gregory Manukian is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has three years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, Manukian serves on the board of Centse Financial Literacy, providing financial education seminars to schools and organizations, and volunteers with the Employer Fraud Task Force to raise awareness about workers' compensation fraud. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse range of individual and institutional clients. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis through multiple program types.

Vaspour Antanesian is a financial advisor with GWN Securities Inc. in Glendale, CA, holding a Series 66 designation and 10 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors. Outside of his advisory role, he is co-founder and CEO of Elit Productions, a film production and marketing company, and co-founder of Vertical Brace Inc., a medical equipment startup in pre-launch. He also serves as managing partner at LA Wealth Partners, focusing on fixed and index annuities and fixed life insurance products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs, including SMA, UMA, and fund-strategist options, and is notable for its legacy use of market-timing and technical-momentum strategies.

Akira Ogasawara is a financial advisor with Transamerica Financial Advisors in Torrance, CA, holding Series 63 and Series 65 licenses and five years of industry experience. He has been involved with multiple business activities, including managing Kamotty Financial Services, LLC, and serving as an independent contractor for Visa to America, Inc., which facilitates visa services and related consulting. Additionally, he acts as a referral contractor for Vanity Fair Media, Inc. dba Funding Suite, focusing on business loan introductions. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services with proprietary and third-party investment models, managing both discretionary and non-discretionary assets.

Jason Lersch is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA. He previously worked at Capital Bank and Trust Company for five years before joining his current firm in 2021. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach that combines separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Javier Escamilla is a CFA® charterholder with six years of industry experience. He is currently with Capital Group Private Client Services, Inc., where he has been since 2021. Prior to this, he worked at Capital Bank & Trust Company and Capital Group Companies. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and alternative investment vehicles.

Christopher Ganey is a CFP® professional at Cerity Partners LLC with experience beginning in 2023. His background includes roles at Edward Jones and work with educational organizations such as Pepperdine University and Loudoun County Public Schools. He also volunteered with Dulles Little League. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services and access to alternative and private market solutions, combining proprietary quantitative strategies with third-party and direct investment approaches.

Angel Davis is a CFP® professional with four years of industry experience, currently serving as an advisor at EP Wealth Advisors. Prior to joining EP Wealth Advisors, Davis held positions at Focus Partners Wealth, Adero Partners, Centaurus Financial, and Fox Hill Financial & Insurance Services. 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 qualifying clients, employing a variety of analytical methods and customized model portfolios.

Erin Furman is a financial advisor with Eagle Strategies (NY Life) in Glendale, CA, holding Series 66 and Series 63 registrations and having nine years of industry experience. She has worked with Eagle Strategies and affiliated New York Life entities since 2016, including NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment advisers. The firm emphasizes tailored recommendations across multiple program types and manages a majority of its assets on a non-discretionary basis.

Samuel Terminello is a CFP® with eight years of industry experience currently working at EP Wealth Advisors. His prior roles include positions at Peninsula Wealth, Facet Wealth, and The Vanguard Group. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm employs customized model portfolios using various analysis methods and also provides ERISA plan services and oversight of third-party managers.

Luis Fondevila is a financial advisor with Surety Investment Services in Los Angeles, CA, holding a Series 63 designation and over 30 years of industry experience. He has been affiliated with Surety Investment Services since 1982 and has worked with IRM Distributors, Inc. since 1998. In addition to his advisory role, he serves as President and Agent of Surety Investment Services, where he provides leadership and sales support. Surety Investment Services primarily serves individual clients along with pension plans, trusts, businesses, and estates, offering financial planning and discretionary portfolio management. The firm employs a dual fee-and-commission model, emphasizing long-term investing and utilizing a range of securities and insurance products, including fixed and variable annuities and life insurance.

Juan Corona is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and eight years of industry experience. He has been with Citigroup since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Stephan Miskjian is a CFP® and CFA® with 17 years of industry experience, currently serving at Creative Planning. His prior roles include positions at Pensionmark Financial Group and kPlans Investment Services. He volunteers on the Investment Committee for the International School of Los Angeles Burbank. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, tax-efficient strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Tracie Southerland is a financial advisor at EP Wealth Advisors with 19 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Opes Wealth Management, LLC and Opes Advisors, Inc. In addition to her advisory role, she is involved in mortgage finance as a mortgage advisor. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning. The firm constructs customized model portfolios and provides a range of services including tax preparation, estate-document preparation, and ERISA plan fiduciary services.

Shu Kaneko is a financial advisor at TLG Advisors, Inc. with three years of industry experience. He holds a Series 66 designation and has worked with firms including LPL Enterprise and The Prudential Insurance Company of America. Outside of advising, Kaneko is a real estate broker with Bluepine Real Estate. TLG Advisors serves a wide range of clients, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and pension plans. The firm focuses on manager selection and ongoing portfolio monitoring, using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both traditional advisory services and a direct-to-consumer digital program.