Kathleen Connors is a CFP® professional with five years of experience in financial advising. She is currently with EP Wealth Advisors and has previously worked at Better Money Decisions, Envision Wealth Planning Inc., TriLumina Corporation, and CFV Solar Test Laboratory. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate clients, and retirement plans. The firm offers customized wealth management, discretionary portfolio management, and financial planning services alongside ancillary offerings such as tax preparation and estate-document preparation for qualified clients.

Cuong Thuyen is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 21 years of industry experience. He has worked at several firms, including Capwest Securities, Inc., Tweed Financial Services, Inc., and United Securities Alliance, Inc. Thuyen is also involved in the local real estate community as a member of the West San Gabriel Valley Association of Realtors and the Arcadia Association of Realtors, and he owns Kong Financial Services, which offers health and life insurance products. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm offers financial planning and portfolio management using both firm- and third-party models, combining active and passive strategies tailored to client risk profiles.

Justin Moreci is a financial advisor with EP Wealth Advisors in Torrance, CA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Mariner, Lido Advisors, Morgan Stanley Smith Barney, Bank of America, Merrill, and UBS Financial Services. 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 a blend of fundamental, technical, and cyclical analysis along with alternative investment options to create customized portfolios.

Sean Rodriguez is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Valic Financial Advisors since 2011 and previously held roles at Agia, LPL Financial, and Wedbush Securities Inc. Outside of advisory work, he is involved with Agia as an agent offering non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and unified managed accounts through a large network of advisors, leveraging centralized technology and third-party model managers.

Nicholas Costas is a financial advisor at EP Wealth Advisors with three years of industry experience. He holds a Series 65 designation and has worked previously at One Capital Management, LLC and Logix Federal Credit Union. 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 including tax preparation and estate-document facilitation for qualifying clients.

Hwa Jin Kim is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His career includes roles at The Leaders Group Inc, Ameritas Advisory Services, and The Prudential Insurance Company of America. Outside of advising, he serves as Executive Vice President of Sales at EMP Financial Network. TLG Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, and offers portfolio management, comprehensive financial planning, and fiduciary services for ERISA-qualified retirement plans.

Jaron Gardiner is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has worked at EP Wealth Advisors since 2021 and previously spent five years with NewFocus Financial Group, LLC. Outside of his advisory role, Gardiner serves as an adjunct college professor at Clark College, teaching online or evening courses. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and provides additional services such as tax preparation and estate-document assistance for qualifying clients.

Ernesto Alvarez is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at JPMorgan Securities, JPMorgan Chase Bank, and several other financial firms dating back to 2003. Citigroup Global Markets serves both individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including functions as a security-based swap dealer and futures commission merchant.

Jon Moore is a CFP® and holds a Series 65 license, working with EP Wealth Advisors in Torrance, CA. He has 29 years of industry experience, including 11 years at EP 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, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualified clients, using customized model portfolios and a variety of investment strategies.

Hunter Ruck is a financial advisor at EP Wealth Advisors with a Series 65 designation. He has one year of industry experience and has previously worked at Capital Insight Partners and Faith Investor Services. 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, using a combination of fundamental, technical, and cyclical analysis alongside alternative investment strategies and third-party manager recommendations.

Meileh Burns is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 18 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has a background that includes roles at Ricoh USA and Debtmerica Relief. Burns is also involved in music as a background singer with the Paul McDonald Big Band and serves as a music ministry director at Changed Church. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Berkeley Harrison is a CFA® charterholder with 13 years of industry experience. He currently works at Sequoia Financial Group, L.L.C. and previously held positions at LPL Financial LLC, Sterling Financial Group, and Citibank, N.A. / Citigroup Global Markets Inc. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm combines model portfolios and custom investment solutions overseen by an Investment Policy Committee and utilizes a range of investment vehicles including mutual funds, ETFs, individual securities, private funds, and third-party managers.

Artin Muradyan is a financial advisor at GWN Securities Inc. with one year of industry experience. He holds the Series 66 designation and has worked previously at Full Stop Management and Kara Content. Muradyan is also a registered representative for LA Pension Planners. 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 and access to third-party sub-advisers and model portfolios, operating a large network of approximately 423 advisors and managing about $3.65 billion across more than 37,000 client accounts.

Jingxue Liang is a financial professional with eight years of industry experience, currently affiliated with GWN Securities Inc. She holds a Series 66 designation and has prior experience with Equitable Advisors and Axa Advisors. In addition to her advisory role, she is involved in marketing and translation work for an independent home fashion business. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning options. The firm utilizes both affiliated and unaffiliated sub-advisers and combines asset allocation principles with tactical market-timing strategies in its portfolio management.

Marsha Williams is a Series 66-licensed financial advisor at Independent Financial Group, LLC with 23 years of industry experience. She previously worked at D.A. Davidson & Co. for 11 years and Crowell, Weedon & Co. for 6 years. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm uses model-driven portfolio management combining passive and active strategies across multiple risk profiles.

Sachin Maheshwari is a financial advisor at EP Wealth Advisors with a Series 65 designation and two years of industry experience. He previously worked at Celanese Corporation for two years and Exxon Mobil Corporation for seventeen years. Outside of his advisory role, he is a managing member of Avansco LLC, an office building ownership business. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by offering wealth management, discretionary portfolio management, and financial planning services. The firm uses a customized investment approach that includes fundamental, technical, and cyclical analysis, along with short-term trading, options, alternative investments, and recommendations of third-party managers.

Elizabeth Williams is a CFP® with eight years of industry experience. She is currently an advisor at EP Wealth Advisors and previously held positions at Gather Financial Planning and Stronghold. 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, utilizing customized model portfolios and a range of investment strategies.

Matthew Apodaca is a financial advisor with Money Concepts Capital Corp in Brea, CA, holding a Series 66 designation and 16 years of industry experience. He has been with Money Concepts FPC since 2009. Outside of his advisory role, he works as a staff accountant and tax preparer with NorthPoint Tax, Wealth & Business Advisory, LLP, and serves as an officer at Strategic Dash, CPA, focusing on tax preparation. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs using model portfolios, IAR-designed portfolios, and third-party sub-advisers, integrating fundamental and technical analysis with modern portfolio theory.

Kenneth Ruan is a financial advisor at GWN Securities Inc. with Series 66 credentials and has been in the industry since 2025. Prior to joining GWN Securities, he had limited professional experience, including a role at One Bite Dumpling in 2021. He is also involved with Pension101, providing pension education and lead generation. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of investment programs, including traditional asset allocation and legacy market-timing strategies.

Ana Fuentes is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and one year of industry experience. She previously worked at Financial Partners Credit Union for eight years and Farmers and Merchants Bank for two years. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and providing both discretionary and non-discretionary management options.