Djeneba Ouattara is a financial advisor with Transamerica Financial Advisors holding Series 65 and Series 63 licenses and nine years of industry experience. She has worked at Transamerica Financial Advisors since 2026 and has concurrent roles in educational organizations including Concorde Education, High Impact Education/Tutor Me Education, and NETXGEN Teachers LLC. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations through a combination of advisory and broker-dealer services. The firm utilizes proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

Adrian Larson is a financial advisor at EP Wealth Advisors with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Pathlight Investors, LLC for 10 years before joining EP Wealth Advisors in 2019. EP Wealth Advisors serves 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. Their investment approach includes customized model portfolios using fundamental, technical, and cyclical analysis, with options for short-term trading, alternative investments, and private funds.

Kenneth Earwood is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Parkland Securities for nine years and has been president of Titan Financial & Insurance Solutions, Inc., an insurance sales and services firm, since 2004. 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 utilizes a platform-centered approach combining model portfolios managed internally, by third parties, and by advisors, offering a range of services from financial planning to discretionary asset management.

Eric Nikssarian is a CFP® professional with 10 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2019, and previously held roles at Ameriprise Financial Services and Luvo Wealth Advisors. EP Wealth Advisors serves individual, corporate, and retirement plan clients, offering wealth management, discretionary portfolio management, and financial planning services. The firm employs a combination of fundamental, technical, and cyclical analysis in portfolio construction and provides additional services such as tax preparation and estate-document preparation for qualifying clients.

Nhung Dang is a CFA® charterholder and financial advisor at EP Wealth Advisors with five years of industry experience. Prior to joining EP Wealth Advisors in 2025, she held positions at Buffington Mohr McNeal and JP Morgan Chase Bank, including an international role at JPMCB NA-London Branch. EP Wealth Advisors serves individual, corporate, and retirement plan clients with wealth management, discretionary portfolio management, and financial planning services. The firm offers customized model portfolios incorporating fundamental, technical, and cyclical analyses alongside access to tax preparation and estate-document services for qualifying clients.

Giovanni Beltran 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 2022, he worked at Uber for seven years and has been involved with Good Entertainment Only since 2010. 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 services. The firm employs a mix of fundamental, technical, and cyclical analysis to construct customized model portfolios and provides ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Bruce Mohr is a financial advisor at EP Wealth Advisors with 28 years of industry experience. He holds a Series 65 designation and previously spent 27 years at Buffington Mohr Mcneal. Mohr serves as Chair of the Boise State University Foundation Board, overseeing board meetings and supervising the Foundation CEO. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm offers wealth management, financial planning, discretionary portfolio management, and ancillary services, using customized model portfolios and a range of investment strategies.

Steven Patzke is a CFP® certificant with three years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. Prior to this role, he worked at LPL Financial, Responsible Investment Group, and Goodworth Wealth Management. He serves on the board of Bickerdike Redevelopment Corporation, an affordable income housing developer. EP Wealth Advisors is a registered investment adviser that provides wealth management, discretionary portfolio management, and financial planning services to individuals, corporate clients, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis and offers access to tax preparation and estate-document services for clients meeting certain thresholds.

Grady Camps is a CFP® practitioner with five years of experience in financial advising. He is currently with EP Wealth Advisors and previously held roles at Lido Advisors, Sanford C. Bernstein & Co., and PlanMember Securities. Camps has experience across multiple sectors including finance and retail. EP Wealth Advisors is a registered investment adviser serving individual, corporate, and retirement plan clients. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation, utilizing customized model portfolios and various investment strategies.

Kristen Perez is a CFP® certified financial advisor with 12 years of industry experience. She has worked at EP Wealth Advisors since 2020 and previously spent four years with Harris Financial Advisors, Inc. She is based in Torrance, CA. EP Wealth Advisors is a registered investment adviser that serves individual, corporate, and retirement plan clients. The firm provides customized wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for eligible clients, employing a variety of investment strategies including fundamental, technical, and cyclical analysis.

Terrance Chen is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes roles at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., ICBC (USA), NA, Cetera Investment Services LLC, and East West Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research, and facilitates lending secured by advisory assets along with bespoke solutions for very large relationships.

Grant Hansen is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 16 years of industry experience. He previously worked at Merrill for six years before joining Independent Financial Group in 2016. Outside of his advisory role, Hansen is a joint owner of residential and part-time rental properties. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms, employing a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence to tailor investment strategies to client risk profiles.

Kathryn Costas is a Series 66-licensed financial advisor with 13 years of industry experience. She has worked at EP Wealth Advisors since 2020 and previously held roles at FMB Retirement Services and FMB Wealth Management from 2015 to 2020. EP Wealth Advisors serves individuals, corporate clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and a variety of analytical approaches, while also offering tax preparation and estate-document services for clients meeting certain asset thresholds.

Benjamin Fife is a financial advisor at EP Wealth Advisors with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade Inc., Charles Schwab Bank, and Charles Schwab during his career spanning from 1994 to 2024. EP Wealth Advisors serves individuals, 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. The firm employs a combination of fundamental, technical, and cyclical analysis, as well as alternative investment options, to construct customized portfolios.

Nathaniel Velasco is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 63 designation and has been with Wells Fargo in various capacities since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from the Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Christopher Caira is a financial advisor with MassMutual Investors Services in Los Alamitos, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with MML Investors Services and MassMutual Life Insurance Company since 2003. Outside of his advisory role, he is a co-owner of rental property businesses with his brother. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning and offering a variety of investment and insurance solutions.

Rozina Rupani is a financial advisor at Ameriprise with 13 years of industry experience. She holds the Series 66 designation and has worked at multiple firms including U.S. Bancorp Investments, LPL Financial, and Kinecta Financial & Insurance Services. Rupani also has outside employment as a registered client associate with Kinecta Federal Credit Union. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, using a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax-efficient strategies and asset management within Ameriprise accounts.

Brian Emde is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been associated with various Cetera entities since 2021 and previously worked at VOYA Financial Advisors from 2015 to 2021. Outside of his advisory role, he manages a rental property. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures and custodial relationships, with over $256 billion in assets under management and more than 10,000 advisors.

Shelley Chidley is a financial advisor with Charles Schwab, holding a Series 66 designation and 19 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2005. Outside of her advisory role, she serves on the board and the development and financial committee of Saints Simon and Jude School in Huntington Beach, CA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Arya Hajari is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, Hajari held positions at several firms including Aramark, Capstone Financial Advisors, and GameStop. Outside of finance, Hajari works in the hotel industry at Studio 6, handling paperwork, check-ins, and basic maintenance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves retail and institutional investors through discretionary portfolio management, fund advisory, and model portfolios.