Jose Lopez is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with EP Wealth Advisors and previously worked at Wilson Financial Advisors and JP Morgan Chase & Co. He also has an academic background from Cal State University Fullerton. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans. The firm offers wealth management, financial planning, and ancillary services including tax preparation and estate-document preparation for qualified clients, utilizing customized portfolios with diverse analytical approaches and ongoing monitoring.

Dennis Mollison is a financial advisor at Osaic Institutions, Inc. with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Infinex Investments, Inc. as well as SchoolsFirst Federal Credit Union and CUNA Brokerage Services, Inc. for 15 years each. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and financial planning through a hybrid adviser/broker-dealer model, with a focus on both discretionary and non-discretionary assets and access to alternative investments and lending solutions.

Matthew Patterson is a financial advisor at NewEdge Advisors with Series 63 and Series 65 licenses. He joined NewEdge Advisors in 2025 and previously worked at Ignition Creative LLC for nine years and Team Whistle for three years. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Jonathon Matson is a financial advisor at EP Wealth Advisors with 19 years of industry experience. He holds the Series 63 and Series 65 registrations. His prior experience includes roles at REDW Wealth LLC and CUNA Brokerage Services, Inc. EP Wealth Advisors serves individual, corporate, and retirement plan clients, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and a variety of investment analyses, and it provides ancillary services such as tax preparation and estate-document preparation for eligible clients.

Angela Horvat is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. She has worked with Diversified Investors Securities Corporation since 2006 and with Diversified Investment Advisors since 2004. Outside of finance, she owns and operates The Dancing Broom, LLC, a residential and commercial cleaning service. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education focused on asset allocation and retirement planning. The firm leverages Morningstar Investment Management’s proprietary tools and manages a large client base primarily through non-discretionary assets.

Corbin Coursey is a CFP® with seven years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. He previously worked at Clearview Wealth Advisors and has held roles at Versant Capital Management and Equity Methods. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document assistance. The firm uses customized model portfolios with a variety of investment strategies and provides ERISA plan services including participant education and fiduciary management.

Giorgina Mei Nguyen is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. Her prior roles include positions at Global Retirement Partners, LPL Financial, Wells Fargo Clearing, and Wells Fargo 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, and financial planning services, employing a range of investment strategies including fundamental, technical, and cyclical analysis, as well as recommendations of alternative investments and third-party managers.

Barbara Walker is a financial advisor with TLG Advisors, Inc. She holds a Series 65 designation and has 18 years of industry experience. Her prior work includes roles at Senior Retirement Solutions and Blg Financial and Insurance Services Corporation. Outside of her advisory work, she is involved in online course creation through BOSS DOC ONLINE and serves as a board member of Premier Marketing Resources Corp., a trucking company. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

Joseph Crossan is a financial advisor at EP Wealth Advisors with 40 years of industry experience. He holds the CFP® designation and Series 63 license. His prior experience includes nearly two decades at Financial West Group and 30 years at NBS Financial Services, Inc. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by providing wealth management, financial planning, and ancillary services such as tax preparation and estate-document assistance. The firm uses customized model portfolios and a variety of investment strategies, including fundamental, technical, and cyclical analysis, along with alternative investments and private fund recommendations.

Clifton Morton is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Cetera Investment Services, First Allied Securities, and National Planning Corporation. He is based in San Pedro, CA. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, delivering advisory programs through its AccessPoint platform and third-party asset managers.

Jennifer Li is a CERTIFIED FINANCIAL PLANNER™ at EP Wealth Advisors with 10 years of industry experience. She has worked exclusively with EP Wealth Advisors since 2015. 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, using a variety of analytical approaches and investment strategies to create customized portfolios and provide ongoing monitoring.

Felix Yue is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. His prior work includes roles at Wells Fargo Bank and Best Buy. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and futures commission merchant activities.

Geniffer Takacs is a CFA® charterholder with 14 years of industry experience. She has been with EP Wealth Advisors since 2016, serving in various roles within the firm. EP Wealth Advisors is a registered investment adviser that serves high-net-worth 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, using a combination of fundamental, technical, and cyclical analysis along with third-party manager recommendations.

Ryan Malone is a financial advisor at EP Wealth Advisors with six years of industry experience. He holds a Series 65 designation and previously worked at Buffington Mohr McNeal and U.S. Bank. 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, utilizing customized model portfolios and a variety of analytical approaches, including fundamental, technical, and cyclical analysis.

Susan Koe is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. She previously worked at Better Money Decisions for nine years prior to joining her current firm. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans with services including wealth management, discretionary portfolio management, and financial planning. The firm employs a range of investment strategies, including fundamental, technical, and cyclical analysis, and offers ancillary services such as tax preparation and estate-document assistance for qualifying clients.

Timothy Suarez is a financial advisor with Integrated Wealth Concepts LLC, holding two years of industry experience. He is also a partner at Windes, Inc., a CPA firm where he has worked for over 15 years. Integrated Wealth Concepts serves individuals, families, trusts, 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 a long-term investment approach with customized portfolios and a range of model and wrap-fee options.

Cordelia Lo is a financial advisor at Citigroup Global Markets with 24 years of industry experience. She holds the Series 66 designation and has been with Citigroup since 2007. Outside of her advisory role, she serves as Chief Marketing Officer for Moscato Software LLC, where she develops branding and marketing strategies. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs along with broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Nicolas Walter is a financial advisor with EP Wealth Advisors, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Morgan Stanley and RBC Capital Markets, as well as work in consulting at Keystone Strategy. Walter's background also includes involvement in nonprofit and entrepreneurial ventures such as Cal Poly ASI, Chronic Cellars, and Nautical Bean Coffee. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides customized wealth management, portfolio management, and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis alongside access to alternative investments and private funds.

Austin Beard is a financial advisor at EP Wealth Advisors with four years of industry experience. He holds a Series 65 designation and has worked primarily with EP Wealth Advisors since 2021. Prior to that, he gained experience at Cook Martin Poulson and several other firms in different industries. 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, utilizing customized model portfolios and a range of investment strategies including fundamental, technical, and cyclical analysis.

Linda Stanton is a financial advisor at Osaic Advisory Services, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at PFS Investments Inc and Primerica Financial Services prior to joining Osaic in 2025. Osaic Advisory Services is an SEC-registered investment adviser that serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through various program models, utilizing both proprietary and third-party platforms.