Jun Tomlinson is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including East West Bank, Cetera Investment Services, Fidelity Investments, Bank of America, Merrill, Wells Fargo, Keller Williams, JPMorgan Chase, and Tiffany & Co. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with oversight committees and uses a combination of internal research and market arrangements to support its advisory services.

William Simpson is a CFP® professional with 19 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2023. Prior to this, he was with Resolute Financial, LLC for seven years and Azimuth Financial Planning, LLC for ten years. EP Wealth Advisors serves 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. They use customized model portfolios with a combination of fundamental, technical, and cyclical analysis, and provide ongoing monitoring and rebalancing.

Neal Marchant is a financial advisor with EP Wealth Advisors in Torrance, CA, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 19 years of industry experience, including prior roles at Vantage Advisors, LLC and Vantage Strategies, LLC. Marchant serves on the boards of the Dixie State University Innovation Foundation, a local musical theater organization, Friends of Washington County Recovery Court, Inc., and the Pine View Public Infrastructure District. EP Wealth Advisors provides wealth management, discretionary portfolio management, and financial planning services to individuals, businesses, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis, along with alternative investments and third-party manager recommendations, to construct and monitor customized portfolios.

Sherry Anselmo is a financial advisor at EP Wealth Advisors with 33 years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at Charles Schwab & Co., Inc. and TD Ameritrade Investment Management, LLC. EP Wealth Advisors serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualified clients. The firm constructs customized portfolios using a mix of fundamental, technical, and cyclical analysis, and provides ERISA plan services and access to alternative investments.

Carey Mcneal is a financial advisor at EP Wealth Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and was previously with Buffington Mohr McNeal for 27 years. Outside of his advisory role, Mcneal serves as vice president of the McNeal Corporation, where he is involved in project management and accounting for the family’s real estate partnership. EP Wealth Advisors serves individuals, including high-net-worth clients, as well as corporate and business clients and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios and a variety of analytical approaches.

Dawn Bowman is a financial advisor at Mariner with 28 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior firms include Raymond James Financial Services Advisors Inc. and WC Walker & Associates, Inc. Dawn is also a Certified Divorce Financial Analyst, providing divorce financial analysis to individuals and couples. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, and specialized services such as tax coordination and Core Family Office solutions. The firm’s investment approach combines in-house research with third-party managers across various asset classes and includes integrated tax and administrative services uncommon in large advisory enterprises.

Michael Coursey is a financial advisor with EP Wealth Advisors in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Clearview Wealth Advisors, Capstone Wealth Advisors, and Wells Fargo Advisors. Outside of advising, he is involved in investment-related ventures through ownership and management of multiple investment properties. EP Wealth Advisors serves individuals, business clients, and retirement plans by providing wealth management, discretionary portfolio management, and financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to create customized portfolios, alongside ancillary services such as tax preparation and estate-document assistance for qualified clients.

Martin Nodilo is a financial advisor at EP Wealth Advisors with 20 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Pathlight Investors, LLC for 10 years before joining EP Wealth Advisors in 2019. 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 range of investment strategies including fundamental, technical, and cyclical analysis, as well as alternative investments and private fund recommendations.

Brandon Krizo Yaple is a financial advisor with EP Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Fisher Investments and Wells Fargo Clearing. 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 including tax preparation and estate-document assistance for qualified clients, utilizing customized model portfolios and ongoing monitoring with a range of investment strategies.

Mustafa Binns is a CFP® professional at EP Wealth Advisors with nine years of industry experience. He previously worked at firms including Empirical Wealth Management and Coldstream Wealth Management. Binns has held various roles across several financial services firms since 2016. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm provides wealth management, financial planning, and ancillary services, employing customized model portfolios with fundamental, technical, and cyclical analysis along with options, alternative investments, and private fund recommendations.

Claudia Leao is a financial advisor at Empower Advisory Group with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at GWFS Equities, Inc. and TIAA-CREF. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm uses an integrated delivery model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates in its planning services.

Gary Klein is a financial advisor with NewEdge Advisors holding the ChFC® designation and Series 63 registration. He has 28 years of industry experience, including 19 years at Regal Wealth Group Inc before joining NewEdge Advisors in 2024. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, with a focus on combining in-house and third-party manager solutions supported by technology and centralized due diligence.

Esther Ebo is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds a Series 66 designation and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of her advisory role, she is the founder of Miragate USA Inc., a startup focused on confectionary food products and online sales. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides bespoke discretionary solutions alongside institutional-scale research and execution capabilities.

Julie O'Rourke is a CFP® with eight years of industry experience, currently serving as a financial advisor at EP Wealth Advisors since 2022. She previously held roles at U.S. Bancorp Investments, U.S. Bank, and City National Bank. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning services, using customized model portfolios and a mix of fundamental, technical, and cyclical analysis.

Nishesh Yadav is a financial advisor at EP Wealth Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab & Co., Inc. and TD Ameritrade. Outside of finance, he is the founder and sole member of iNishiative Sports LLC, a business focused on coaching, training, and video production services. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by offering wealth management, discretionary portfolio management, and financial planning services. The firm constructs customized model portfolios and employs various investment strategies, including alternative investments and ERISA plan services.

Andrew Becker is a financial advisor at EP Wealth Advisors with 21 years of industry experience. He holds the Series 66 designation and previously worked for J.J.B. Hilliard, W.L. Lyons, LLC for 13 years. Outside of his advisory role, he is involved as a lender and shareholder in System Akvile GmbH, a skincare company based in Hamburg, Germany. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning. The firm employs customized model portfolios and a range of analytical techniques, including fundamental and technical analysis, and provides services such as tax preparation and estate-document preparation for qualifying clients.

Stephen Knadle is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. His prior experience includes roles at Fidelity Brokerage Services LLC and the Shuster Advisory Group. EP Wealth Advisors is a registered investment adviser that serves individual, corporate, and retirement plan clients. The firm provides wealth management, discretionary portfolio management, and financial planning services, offering customized portfolios with ongoing monitoring and a range of investment strategies including alternatives and third-party manager recommendations.

Robert Larsen Jr. is a CFP® professional with 13 years of industry experience, currently serving at EP Wealth Advisors. His prior experience includes roles at Executive Wealth Management, Executive Tax Solutions, and The Huntington Investment Company. Larsen is also a board member of Sci AI, where he participates in business decision-making. EP Wealth Advisors is a registered investment adviser that serves individuals, including high-net-worth clients, as well as corporate and retirement plan clients. The firm offers customized wealth management, discretionary portfolio management, and financial planning services, incorporating fundamental, technical, and cyclical analysis alongside various investment strategies.

Geoffrey Waters is a CFP® with 26 years of industry experience, currently advising at Mariner since 2025. His prior roles include over two decades at Strategic Advisers and multiple positions at Fidelity Investments and Alpha Cubed Investments, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines customized discretionary portfolios with in-house research and third-party managers, alongside integrated tax and accounting capabilities uncommon in large advisory enterprises.

Jamie Ta is a Series 65-credentialed advisor with five years of industry experience, currently affiliated with Integrity Alliance, LLC. Jamie has been associated with Retirement Planning Advisors, Inc. since 2012. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans, operating as a large advisor network with over 300 representatives managing approximately $5.4 billion in assets. The firm offers a range of services including portfolio management, financial planning, and both wrap and non-wrap programs, utilizing various investment approaches and third-party sub-advisers through multiple platforms.