Nicholas Burton is a financial advisor at EP Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has prior experience at Camelback Strategy Group and Scion, as well as academic roles at Texas Tech University. 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, using customized model portfolios and a mix of fundamental, technical, and cyclical analyses.

Tyson Tate is a Series 65-licensed financial advisor at EP Wealth Advisors with three years of industry experience. His prior work includes roles at Costco Wholesale and South Jordan City. 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 assistance for qualified clients. The firm employs customized model portfolios with various investment strategies and provides ERISA plan services and third-party manager oversight.

Michael Hollar is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 registrations and 8 years of industry experience. He previously worked at Clark & Associates Financial Services and TCFG Wealth Management. Outside of his advisory role, Hollar serves as a referee for youth soccer games through the Arizona Interscholastic Association. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting through a variety of discretionary and non-discretionary arrangements, utilizing multiple analytical approaches and specialized advisory services.

Carlos Vasquez is a financial advisor with Principal Financial Services in Torrance, CA, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Princor Financial Services Corporation and Principal Life Insurance Company since 2007. In addition to his advisory role, he serves as a bank/trust officer supporting Principal retirement plan account relationships across insurance, broker-dealer, and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Stephen Lalli is a financial advisor with PlanMember Securities Corporation based in Carpinteria, CA, holding a Series 63 designation and over 30 years of industry experience. He has worked at PlanMember Securities Corporation since 2006 and previously spent nine years at Surety Investment Services. In addition to his advisory role, he serves as an agent selling supplemental insurance and life insurance products. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services including personalized retirement planning and separation counseling.

Andrew Talley is a financial advisor with EP Wealth Advisors in Torrance, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining EP Wealth Advisors, he worked at Park Avenue Securities and Guardian Life Insurance Company. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by providing wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and offers services including third-party manager recommendations and ERISA fiduciary support.

Jasmita Patel is a financial advisor with Eagle Strategies (NY Life) in Tustin, CA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has concurrently worked with multiple firms, including JJP Insurance Services and Axiom Financial & Insurance Solutions, both of which operate broker-dealer activities related to insurance products. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis, primarily working with defined contribution and defined benefit plans as well as charitable and corporate clients.

Ryan Munroe is a CFP® professional with 12 years of experience in the financial services industry. He has worked at several firms including Creative Planning, Reilly Financial Advisors, Versant Capital Management, JPMorgan Securities, Janus, and TIAA-CREF. He is currently with Creative Planning in San Diego, CA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Jeffrey Holben is a financial advisor at EP Wealth Advisors with 20 years of industry experience. He holds a Series 65 credential and previously led The Holben Group, LLC for 19 years. Outside of advising, he is involved in managing ranching and property management businesses through The Holben Group. 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. The firm employs a customized investment approach that includes model portfolios, third-party manager oversight, and ERISA plan services.

Austin Seifert is a CFP® with five years of industry experience, currently advising at EP Wealth Advisors. His prior work includes roles at Thompson Wealth Management, Harbour Investments, and Beacon Pointe 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 offers customized wealth management, discretionary portfolio management, and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis along with alternative investment strategies.

Gary Hutto is a financial advisor with GWN Securities Inc., holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at GWN Securities since 2004 and has also been associated with Millennium Advisory Group, LLC for 18 years as well as Hutto/Dean & Co for over 38 years. Outside of advisory roles, he provides fixed annuities to select clients. GWN Securities offers investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third-party manager introductions. The firm employs a range of discretionary portfolio management strategies, including market-timing and momentum-based approaches, and integrates affiliated and unaffiliated sub-advisers within its model-based allocations.

Diego Conejo is a financial advisor with Transamerica Financial Advisors and holds Series 66, Series 65, and Series 63 credentials. He has 14 years of industry experience with prior roles at firms including Primerica and Wells Fargo Investments. Outside of advising, he operates small businesses selling handmade candles and used books online, and provides bookkeeping services for retail shops. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Travis Mceuen is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently an advisor at EP Wealth Advisors, where he has worked since 2024. Prior to this, he was with Financial Engines Advisors L.L.C. from 2022 to 2024, and Herrmann & Cooke from 2016 to 2022. 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, employing a mix of fundamental, technical, and cyclical analysis along with third-party manager recommendations and ERISA plan services.

Eleanor Mar is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2015. Based in Yorba Linda, CA, her career has focused on serving a diverse client base within a large enterprise firm. Citigroup Global Markets serves individual and institutional clients across various segments, including workplace, high-net-worth, and ultra-high-net-worth individuals. The firm offers a broad range of investment advisory programs and execution services, utilizing multi-asset, multi-manager strategies and maintaining unique market roles such as acting as a security-based swap dealer and futures commission merchant.

Allan Horner is a financial advisor with EP Wealth Advisors in Torrance, CA, holding a Series 66 designation and 27 years of industry experience. His career includes roles at Criterion Capital Advisors LLC and Wells Fargo Advisors Financial Network LLC. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans with wealth management and discretionary portfolio management. The firm employs a variety of analytical approaches, including fundamental, technical, and cyclical analysis, and offers additional services such as tax preparation and estate-document facilitation for qualifying clients.

Steven Jackson Jr. is a CFP® professional with 20 years of industry experience, currently serving at D.A. Davidson & Co. since 2013. He is a member of the board of directors for the Estate Planning Council of San Gabriel Valley. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with significant net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Tyler Polson is a CFP®-certified financial advisor with 23 years of industry experience, currently practicing at &Partners since 2025. He previously worked at Wells Fargo Advisors and Bank of America, each for eight years. Polson serves on the investment committee of the South Coast Botanic Garden Board in Palos Verdes, providing input on endowment fund investments. &Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, ERISA consulting, and brokerage services through a dual registration as an investment adviser and broker-dealer, utilizing a mix of proprietary and third-party strategies with ongoing portfolio monitoring.

Mark Woodfield is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2008. Outside of his advisory role, he manages a business entity focused on income and expense management and is involved in sales and marketing of insurance products, including life insurance and annuities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, employing various analytical approaches and both discretionary and non-discretionary arrangements.

Derrick Garcia is a financial advisor at EP Wealth Advisors with a Series 65 credential and two years of industry experience. He previously worked at Litman Gregory Wealth Management and has held roles at the University of Redlands, Sleepy Hollow Swim and Tennis Club, and Campolindo High School. 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, offering customized model portfolios that incorporate fundamental, technical, and cyclical analysis along with alternative investment options.

Edward Zwickl is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at California State University Fullerton, Vans, Postmates, Cypress College, Crossline Community Church, and Los Alamitos High School. He has been involved with Crossline Community Church since 2017. 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 a range of financial planning and portfolio management services using multiple analytical approaches and allows clients access to model overlay programs and third-party money managers.