Samuel Ledwitz is a financial advisor with Private Advisor Group, LLC and holds a Series 65 designation. He has two years of industry experience and also serves as president and attorney for the law firm Bezaire, Ledwitz & Borncamp, APC, which constitutes the majority of his professional work. His prior affiliations include Jack Keeter & Associates, Mariner Independent, and Equity Development Corporation. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting. The firm offers advisory programs featuring third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program.

Dylan Mathis is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research, futures and derivatives services, and bespoke solutions for very large clients.

Phuong Dinh is a financial advisor at Lincoln Investment in Los Angeles, CA, holding a Series 66 designation. Dinh has been with Lincoln Investment since 2026 and is also involved with Vers, LLC and self-employed activities since 2015. Lincoln Investment serves individuals, charitable organizations, businesses, and retirement plans, including a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and dynamic approaches supported by an Investment Management & Research team.

Frank Ro is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Morgan Stanley. Frank also provides tax preparation and accounting services through FTR Tax Services. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm overseeing approximately $18.6 billion in assets with about 366 advisors serving over 24,000 clients. The firm offers a range of investment and financial planning services, utilizing an open-architecture approach that incorporates external platforms and both advisor-managed and model-based strategies.

Joshua Belkin is a financial advisor with J.W. Cole Advisors, Inc. in Orange, CA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Leumi Investment Services, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of advisory work, he owns a travel and wrestling merchandise business and operates a financial planning DBA called Modern Wealth Design. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, with investment decisions made on discretionary or non-discretionary bases.

Louis Odette IV is a CFA® charterholder with 13 years of industry experience. He is currently with EP Wealth Advisors and previously worked at CitiGroup Global Markets and Opes Wealth Management. His professional background includes roles in wealth management and financial markets. 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, combining multiple analytical approaches with a range of investment options and fiduciary services.

Yulyus Medina is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, combining large institutional scale with specialized market roles.

Dallin Cutler is a CFP® and holds a Series 65 license with 11 years of industry experience. He has worked at EP Wealth Advisors since 2020 and previously spent six years with The Insight Group Insurance Agency, Financial Insight Center, and Allegis Financial Partners. 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, employing customized model portfolios and a variety of analytical approaches, including fundamental, technical, and cyclical analysis.

Kathleen Connors is a CFP® certificant and holds a Series 65 license with five years of industry experience. She is currently with EP Wealth Advisors, LLC and has prior experience at Better Money Decisions, LLC, Envision Wealth Planning Inc., TriLumina Corporation, and CFV Solar Test Laboratory. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm provides discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation.

Adina Coca is a financial advisor with Transamerica Financial Advisors in Orange, CA. She holds a Series 65 designation and has 13 years of industry experience. Her work history includes roles at Transamerica Financial Advisors since 2012, World Financial Group since 2011, and ownership of B & C Tax Service, a tax preparation business operating since 1995. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, trusts, and charitable organizations, using a model portfolio approach implemented through various advisory programs and third-party managers.

Justin Moreci is a financial advisor at EP Wealth Advisors with six years of industry experience. He holds the Series 66 designation and has previously worked at firms including Mariner, Lido Advisors, Morgan Stanley Smith Barney, Bank of America, Merrill, and UBS Financial Services. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven approach to portfolio management and offers financial planning, retirement plan advisory, tax preparation, and estate-document facilitation services.

Jeffrey Yau is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including LPL Financial, Fidelity Investments, Morgan Stanley, and Charles Schwab. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as individual IRA and retail brokerage clients, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Nicholas Costas is a financial advisor at EP Wealth Advisors with three years of industry experience. He holds a Series 65 designation and previously worked at One Capital Management, LLC, Logix Federal Credit Union, and FMB Wealth Management. 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 customized model portfolios and a variety of investment strategies, including fundamental and technical analysis, and provides ancillary services such as tax preparation and estate-document preparation 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® with 11 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors since 2021. Prior to that, he worked at NewFocus Financial Group, LLC for five years. In addition to his advisory role, Gardiner is an adjunct college professor at Clark College, where he teaches online and evening courses. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans. The firm offers customized wealth management, financial planning, and ancillary services, employing a mix of fundamental, technical, and cyclical analysis along with recommendations for alternative investments and third-party managers.

Jon Moore is a CFP® and holds a Series 65 license with 29 years of industry experience. He has been with EP Wealth Advisors since 2015. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, managing approximately $35.57 billion in assets.

Hunter Ruck is a financial advisor at EP Wealth Advisors with a Series 65 credential and one year of industry experience. His prior work includes roles at Capital Insight Partners, Faith Investor Services, and Biola University. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm provides discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, employing a suitability-driven process and utilizing a range of investment vehicles.

Michael Juettner is a CFA® charterholder with five years of industry experience. He has worked at IEQ Capital, LLC since 2025 and previously held roles at Cresset Asset Management, LLC and Morningstar Investment Management, LLC. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and institutional clients. The firm combines centralized macro and manager research with access to liquid and private alternative investments, managing approximately $35.4 billion across separately managed accounts and family-office services.

Sachin Maheshwari is a financial advisor at EP Wealth Advisors with a Series 65 designation and two years of industry experience. Prior to joining EP Wealth Advisors in 2023, he worked at Celanese Corporation and Exxon Mobil Corporation. Outside of his advisory role, he is a managing member of Avansco LLC, an office building ownership entity. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation.

Elizabeth Williams is a CFP® and holds a Series 65 license with eight years of industry experience. She has worked at EP Wealth Advisors since 2024 and previously spent ten years at Gather Financial Planning and seven years at Stronghold. 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, financial planning, and ancillary services such as tax preparation and estate-document preparation for clients meeting certain asset thresholds. Their investment approach includes customized model portfolios, ongoing monitoring, and a mix of fundamental, technical, and cyclical analysis, with options for short-term trading, alternative investments, and third-party manager recommendations.