John O’Toole Jr. is a financial advisor at EP Wealth Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Warren Financial Service for eight years before joining EP Wealth Advisors in 2022. EP Wealth Advisors 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.

Arlene Dimitian is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Kestra Advisory Services, LLC. She has worked at Kestra since 2019, following prior roles at Foresters Financial Service in Los Angeles. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes plan sponsors, institutional investors, and individuals. The firm offers a range of services from fiduciary consulting and plan design to asset management, supported by due diligence and multiple management platforms.

Lily Ou is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Transamerica since 2012 and has prior experience at Wfg and In Home Supportive Services. Outside of advising, she is involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio approach with third-party managers and platform sub-advisors to deliver investment advisory and retirement plan services.

Jeffrey Burch is a financial advisor at EP Wealth Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cribstone Capital Management, Porticade Partners, and Man GLG. Jeffrey serves as a member of the investment committee for MaineHealth, providing investment guidance. 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, utilizing customized model portfolios with fundamental, technical, and cyclical analysis alongside a variety of investment strategies.

Parsa Talehakimi is a financial advisor at Citigroup Global Markets holding a Series 66 designation with experience beginning in 2023. His prior roles include positions at The Barthwell Group, Wells Fargo, and Gelfand, Rennert, & Feldman. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and operates with significant institutional scale and specialized market roles.

Conor Coogan is a CFP® professional with six years of industry experience, currently serving at EP Wealth Advisors in Torrance, CA. His work history includes roles at MML Investors Services and Baystate Financial (Mass Mutual). 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.

Wanee Jeerapaet is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. They hold Series 63 and Series 65 credentials and have worked in various roles including ownership of Wanee Bee Dreamweaver, a business focused on marketing financial services within the World Financial Group platform. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering a mix of advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and registered investment adviser, managing billions in assets across discretionary and non-discretionary programs.

Patrick Chin is a financial advisor at Wealth Enhancement Advisory Services, LLC, holding CFP®, CFA®, and Series 66 credentials with seven years of industry experience. His prior experience includes roles at Wells Fargo Clearing, JPMorgan Securities, JPMorgan Chase Bank, Northern Trust, and Ellison Technologies. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach that blends passive and active managers, with portfolio oversight by an internal Investment Committee.

David Ferry is a financial advisor at Capital Group Private Client Services, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Capital Bank and Trust Company. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with a $5 million or higher managed-relationship threshold. The firm’s investment approach centers on fundamental research, long-term horizons, and a multi-manager system that allocates portfolio segments to individual managers and analysts.

Cameron Woodbury is a financial advisor at Centaurus Financial, Inc. with three years of industry experience. He holds a Series 66 designation and has held roles at ArchAngel Tax Planning, Glorietta Management Group, Inc., and ArchAngel Financial Services, Inc. Outside of advising, Woodbury is the owner of a tax preparation and planning business and serves as a controller for a management consulting firm. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, utilizing various analytical approaches and options for discretionary and non-discretionary arrangements.

Seungjin Seok is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding the ChFC® and Series 63 designations and bringing 13 years of industry experience. He has been affiliated with Eagle Strategies since 2023, and has prior experience with New York Life and Nylife Securities LLC dating back to 2012. Outside of his advisory work, Seok serves on the advisory board of the Korean American Special Education Center, which supports individuals with developmental disabilities. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors within an integrated New York Life affiliate structure.

Silvia Camacho Gonzalez is a financial advisor at D.A. Davidson & Co. with 18 years of industry experience. She has been with D.A. Davidson since 2013 and holds a Series 66 designation. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Scott Warner is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at multiple firms, including Life Design Financial and Global Financial Private Capital, LLC. He is also involved in insurance sales and services through his ownership of Life Design Financial. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and plan services, supporting advisors with internal consulting and licensing programs.

Maria Angelica San Felipe is a financial advisor at EP Wealth Advisors with three years of industry experience. She holds a Series 63 designation and has previously worked at Peninsula Wealth, LLC and EH Shum Financial Solutions. 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 such as tax preparation and estate-document preparation for qualifying clients.

Sam Stavros is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2018, following a year at Bank of America and three years at Fitness SF. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains significant in-house research and market roles that differentiate it from peers.

Fei Li is a financial advisor with Citigroup Global Markets in Manhattan Beach, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Citigroup, Fei worked at Bank of America and Nanyang Commercial Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, custody services, and derivatives and futures capabilities. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Hui Zhang is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 14 years of industry experience. Prior to joining Independent Financial Group in 2020, Hui worked at Cetera and East West Bank. Outside of advisory work, Hui serves as an officer and director of Sunrise Lending Inc., a mortgage lending service, and also provides coaching and mentoring in insurance sales. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and provides advisory programs via its AccessPoint platform and third-party asset managers.

Joseph Lumarda is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, holding a Series 65 designation with 16 years of industry experience. He previously worked at Capital Bank and Trust Company from 2016 to 2021 before joining his current firm in 2021. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations. The firm emphasizes fundamental research, a long-term investment horizon, and a multi-manager approach, typically serving clients with managed relationships at or above $5 million.

Tonnette Patterson is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Churchill Management Group and National Planning Corporation. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies and offers specialized investment options.

Anthony Richardson is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Citigroup Global Markets with 19 years of industry experience. His prior roles include positions at City National Bank and Fidelity Brokerage Services LLC. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.