Ryan Hall is a CFP® professional with two years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. Prior to joining EP Wealth, he worked at Wacker Wealth Partners for three years and has held positions at TrueNorth Health Center and the Esalen Institute. 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 services, utilizing customized model portfolios with a range of analytical approaches and access to alternative investments and private funds.

Hadi Hassan is a financial advisor with Eagle Strategies (New York Life) based in Anaheim, CA, holding Series 63 and Series 65 licenses. He has 32 years of industry experience, including over two decades with Eagle Strategies and more than 30 years with New York Life and Nylife Securities. Outside of his advisory role, he is involved in insurance brokering and holds a passive investment in cryptocurrency. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, with the majority of its assets managed on a non-discretionary basis.

Brett Davalos is a financial advisor at EP Wealth Advisors with 15 years of industry experience. He holds a Series 66 designation and previously worked for Peninsula Wealth LLC from 2012 to 2025. 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, and financial planning services, utilizing customized model portfolios and a variety of investment strategies including fundamental, technical, and cyclical analysis.

Adam Werner is a CFP® and holds a Series 65 license with 16 years of experience in the financial services industry. He is currently with EP Wealth Advisors, where he has worked since 2018, following six years at Donnelly Wealth Advisors. 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, and financial planning services, employing a range of investment strategies including fundamental, technical, and cyclical analysis, as well as options and alternative investments when appropriate.

Ryan Heiligenthal is a CFP® certificant with seven years of industry experience. He is currently affiliated with Osaic Advisory Services, LLC and has prior experience with Securities America Advisors and SABRE Financial Services. He volunteers with the Coordinated Assistance Network/Foundation for Financial Planning, providing financial coaching to veterans and their families. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, and retirement consulting through multiple program models, utilizing both proprietary and third-party platforms.

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 65 and Series 63 licenses. He has 31 years of industry experience, including long tenures at Securian Financial Services and Minnesota Life. He serves as chairman of the Lambda Chi Alpha National Fraternity Southern California Alumni Association. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory programs and incorporates a mix of in-house and third-party investment strategies.

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 Series 65-licensed financial advisor with Integrated Wealth Concepts LLC, bringing six years of industry experience. She is also a partner at Windes, Inc., a CPA firm where she has worked since 1989. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management and financial planning, constructing customized portfolios with a long-term approach and utilizing both internal and third-party asset management.

Ronald Kring is a financial advisor with Money Concepts Capital Corp in Placentia, CA, holding a Series 65 designation and seven years of industry experience. He has held roles at Money Concepts Advisory Services, SCI Franchise Holdings, and FIT Strategic Advisors, among others. Outside of advisory work, he serves as Director and Secretary of SCI Franchise Holdings, a biohazard cleaning company. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets, utilizing model-driven, asset-allocation strategies supported by third-party managers and platforms like Envestnet.

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® professional with 11 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. His prior experience includes roles at Executive Wealth Management, Private Client Services, and Wells Fargo Advisors. He is also involved in entrepreneurial activities as an owner and advisor of various financial and tax-related businesses, including Executive Wealth Management and Executive Tax Solutions. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm employs a customized investment approach that combines fundamental, technical, and cyclical analysis, and provides ancillary services such as tax preparation and estate-document preparation for clients meeting certain asset thresholds.

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® and holds a Series 65 license, currently serving as a financial advisor at EP Wealth Advisors with six years at the firm and a total of nine years in the industry. His prior experience includes roles at The Insight Group, Inc., Integrated Financial Group, and The Church of Jesus Christ of Latter-Day Saints. EP Wealth Advisors is a registered investment adviser serving individual, corporate, and retirement plan clients. The firm offers wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios with ongoing monitoring and rebalancing that incorporate fundamental, technical, and cyclical analysis.

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.

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.