Devin Paul is a Series 65-licensed financial advisor at EP Wealth Advisors with four years of industry experience. He has worked at several firms, including Warren Financial Service and Innovative Premier Financial Services, before joining EP Wealth Advisors. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios with fundamental, technical, and cyclical analysis.

Jared Kelly is a financial professional with GWN Securities Inc., holding a Series 66 designation and 12 years of industry experience. He has been with GWN Securities since 2014. Outside of his advisory role, he is the owner of Medusa Capital, Inc., a limited liability company. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients, including high-net-worth investors. The firm manages approximately $3.65 billion across more than 37,000 accounts, offering discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios through a large network of advisors.

Joseph Ordonez is a financial advisor with Principal Financial Services, holding Series 66, Series 65, and Series 63 licenses and bringing 17 years of industry experience. His prior roles include positions at John Hancock and Pensionmark Financial Group. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel living abroad. The firm’s advisory services emphasize financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Brian Lacrosse is a CFP® professional with 19 years of industry experience, currently serving as an advisor at GWN Securities Inc. since 2014. He holds the Series 66 designation and is co-owner of The Galeb Group, a financial services business involved in investment and insurance sales. GWN Securities is an SEC-registered investment adviser and broker-dealer that manages discretionary accounts and provides financial planning for individual and business clients. The firm offers a range of managed-account programs and model portfolios, including traditional and active strategies, supported by a large network of approximately 423 advisors.

James Henry is a financial advisor at EP Wealth Advisors with 10 years of industry experience. He holds the Series 65 and Series 66 licenses and previously worked at Sloan Investment Management LLC for 13 years. EP Wealth Advisors serves individuals, corporate entities, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios with a mix of fundamental, technical, and cyclical analysis, and provides additional services such as tax preparation and estate-document preparation for qualifying clients.

Yossry Ghaly is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities LLC, JP Morgan Chase Bank, N.A., Equitable Advisors LLC, Swiss International Financial Brokerage, and Henyep Asiya. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and brokerage services. The firm combines large institutional scale with specialized market roles and provides discretionary and non-discretionary solutions that include exposure to alternative and digital-asset products.

Casey Conrad is a financial advisor at EP Wealth Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at Capital Group – American Funds Distributors, Inc., among other firms. Outside of his advisory role, he is involved with Infinite Rares, an activity ongoing since 2022. 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 various analytical approaches to investment management.

Lyla Kristina Bonilla is a financial advisor with EP Wealth Advisors in Torrance, CA, holding a Series 65 credential and one year of industry experience. Her prior work includes roles at Opes Wealth Management, Neokai Capital, Cambridge Associates, and Kamehameha Schools. EP Wealth Advisors serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning. The firm uses customized model portfolios and a range of investment strategies, including fundamental, technical, and cyclical analysis, and provides ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Emily Sorensen is a CFP® and holds a Series 65 license, currently working with EP Wealth Advisors in Torrance, CA. She has two years of experience in the financial industry, with prior roles at Spring Source Wealth Advisors and various positions affiliated with Utah State 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 provides wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients, employing a mix of fundamental, technical, and cyclical analysis in its investment approach.

Ryan Ignacio is a financial advisor at EP Wealth Advisors with 10 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining EP Wealth Advisors, he worked at NewFocus Financial Group, LLC for five years. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by providing wealth management, discretionary portfolio management, and financial planning services. 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 preparation for qualifying clients.

Chris Iwamasa is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Rockefeller Financial LLC and Merrill Lynch, Pierce, Fenner & Smith. Citigroup Global Markets serves individual and institutional clients across various segments, offering a wide range of investment advisory programs and brokerage services. The firm implements multi-asset and multi-manager strategies using established internal standards and oversight committees, combining large institutional scale with specialized market roles.

Guy Nicio is a financial advisor with Integrated Wealth Concepts LLC and holds experience from 1 year in the industry. He is also a partner at Windes Inc., a CPA firm where he has worked since 1998. In addition to his advisory role, Nicio is involved in Windes Inc. as a partner. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, and family office services, employing customized portfolio strategies with a combination of internal management and third-party asset managers.

Pauline Wong is a financial advisor at Kestra Advisory with eight years of industry experience. She holds a Series 66 designation and has worked at Kestra Advisory since 2019, with prior roles at Oxford Guzman Financial Services and Axis IELTS Test Center. Outside of her advisory work, she is the owner of Cornerstone Accounting Services, a tax and accounting firm. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and investment advice, serving clients that include large institutional investors and sovereign wealth funds.

Charlotte Huang is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Bank prior to joining Citigroup. Huang is based in Fountain Valley, California. Citigroup Global Markets serves individual and institutional clients across various segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with significant institutional scale, including in-house research and roles as a swap dealer and futures commission merchant.

Yuhsin Wang is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst with 12 years of industry experience. He is currently with EP Wealth Advisors and has previously worked at First Foundation Advisors, Geneos Wealth Management Inc, and Silversage Advisors. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning services, utilizing customized portfolios with a mix of fundamental, technical, and cyclical analysis.

Jonathan O'Brien is a CFP®-credentialed financial advisor with four years of industry experience. He currently works at EP Wealth Advisors and previously spent several years with Midwest Professional Planners, Ltd. and five years at St. Joseph Home for the Elderly. 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, utilizing customized model portfolios and a range of investment strategies including fundamental, technical, and cyclical analysis.

William Tsai is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Integrated Wealth Concepts since 2023 and also has a decade of experience at Laurel Wealth Advisors. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, 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, with customized portfolios constructed primarily from mutual funds, ETFs, individual equities, and fixed income using a long-term approach.

Brett Anderson is a financial advisor at EP Wealth Advisors with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at EP Wealth Advisors since 2020, following a 13-year tenure at International Research and Asset Management. EP Wealth Advisors is a registered investment adviser serving 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 customized model portfolios and a blend of fundamental, technical, and cyclical analysis.

Bronwyn Shone is a CFP® and holds a Series 66 license, with 21 years of experience in the financial industry. She has been with EP Wealth Advisors since 2021 and previously worked at Bluesky Wealth Advisors, LLC from 2013 to 2021. 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, constructing customized model portfolios using a mix of fundamental, technical, and cyclical analysis, as well as alternative investment strategies when appropriate.

Elmer Sarmiento is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 66 credentials and has 14 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JP Morgan Chase from 2012 to 2025. Outside of his advisory work, he owns and operates Run It Back Clawcade LLC, a claw machine rental business in Long Beach, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs that implement multi-asset, multi-manager strategies with internal oversight. The firm combines large institutional scale with unique market roles, including serving as a swap dealer and futures commission merchant, and provides bespoke discretionary solutions for high-net-worth clients.