Matthew Patterson is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. He has been with NewEdge Advisors and NewEdge Securities since 2025 and previously worked at Ignition Creative LLC for nine years and Team Whistle for three years. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support client needs.

Jonathon Matson is a financial advisor at EP Wealth Advisors with 19 years of industry experience. He holds the Series 63 and Series 65 registrations. His prior experience includes roles at REDW Wealth LLC and CUNA Brokerage Services, Inc. EP Wealth Advisors serves individual, corporate, and retirement plan clients, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and a variety of investment analyses, and it provides ancillary services such as tax preparation and estate-document preparation for eligible clients.

Angela Horvat is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. She has worked with Diversified Investors Securities Corporation since 2006 and with Diversified Investment Advisors since 2004. Outside of finance, she owns and operates The Dancing Broom, LLC, a residential and commercial cleaning service. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education focused on asset allocation and retirement planning. The firm leverages Morningstar Investment Management’s proprietary tools and manages a large client base primarily through non-discretionary assets.

Corbin Coursey is a CFP® with seven years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. He previously worked at Clearview Wealth Advisors and has held roles at Versant Capital Management and Equity Methods. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document assistance. The firm uses customized model portfolios with a variety of investment strategies and provides ERISA plan services including participant education and fiduciary management.

Giorgina Mei Nguyen is a CFP® and Series 66-registered financial advisor with 15 years of industry experience. She has worked at EP Wealth Advisors since 2022, with prior roles at Global Retirement Partners, LPL Financial, and Wells Fargo Clearing. 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, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients, using a range of investment strategies and third-party manager recommendations.

Minh Phan is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Citigroup Global Markets since 2022. He previously worked at JPMorgan Securities LLC for six years. Citigroup Global Markets Inc. 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 is notable for its large institutional scale, in-house research capabilities, and roles as a security-based swap dealer and futures commission merchant.

Barbara Walker is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA. She holds a Series 65 designation and has 18 years of industry experience, including roles at Senior Retirement Solutions, Advanced Wealth And Retirement Planning Concepts, and Premier Marketing Resources Corporation. Outside of her advisory work, she is the owner of BOSS DOC ONLINE, where she creates online courses, and serves as a board member of Premier Marketing Resources Corp, a trucking company. TLG Advisors, Inc. serves a wide range of clients, including individuals, high-net-worth clients, trusts, and institutional investors. The firm focuses on manager selection and monitoring, utilizing fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both sub-advised accounts and a direct-to-consumer digital program called Starlight Portfolios.

Joseph Crossan is a financial advisor at EP Wealth Advisors with 40 years of industry experience. He holds the CFP® designation and Series 63 license. His prior experience includes nearly two decades at Financial West Group and 30 years at NBS Financial Services, Inc. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by providing wealth management, financial planning, and ancillary services such as tax preparation and estate-document assistance. The firm uses customized model portfolios and a variety of investment strategies, including fundamental, technical, and cyclical analysis, along with alternative investments and private fund recommendations.

Clifton Morton is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 designations and 26 years of industry experience. His prior work includes positions at several Cetera firms, Summit Brokerage Services, National Planning Corporation, and Grove Point Investments. He is based in San Pedro, CA. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm utilizes both firm- and third-party models for portfolio management and offers a range of services including financial planning and retirement plan services.

Josefina Hernandez is a financial advisor at Principal Financial Services with 24 years of industry experience. She holds a Series 66 designation and previously worked for CETERA Advisor Networks LLC for 20 years before joining Principal in 2022. Hernandez is a co-founder and treasurer of The Friendship Factor, a nonprofit supporting children with neurodiverse differences. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Jennifer Li is a CERTIFIED FINANCIAL PLANNER™ at EP Wealth Advisors with 10 years of industry experience. She has worked exclusively with EP Wealth Advisors since 2015. 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, using a variety of analytical approaches and investment strategies to create customized portfolios and provide ongoing monitoring.

Felix Yue is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. His prior work includes roles at Wells Fargo Bank and Best Buy. 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 futures commission merchant activities.

Geniffer Takacs is a CFA® charterholder with 14 years of industry experience. She has been with EP Wealth Advisors since 2016, serving in various roles within the firm. EP Wealth Advisors is a registered investment adviser that serves high-net-worth 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 a combination of fundamental, technical, and cyclical analysis along with third-party manager recommendations.

Ryan Malone is a financial advisor at EP Wealth Advisors with six years of industry experience. He holds a Series 65 designation and previously worked at Buffington Mohr McNeal and U.S. Bank. 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 customized model portfolios and a variety of analytical approaches, including fundamental, technical, and cyclical analysis.

Susan Koe is a CERTIFIED FINANCIAL PLANNER™ practitioner with 19 years of industry experience. She is currently affiliated with EP Wealth Advisors and has previously worked at Better Money Decisions and Vanguard Advisers. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm employs a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and provides ancillary services such as tax preparation and estate-document preparation for qualified clients.

Timothy Suarez is a financial advisor with Integrated Wealth Concepts LLC, holding two years of industry experience. He is also a partner at Windes, Inc., a CPA firm where he has worked for over 15 years. Integrated Wealth Concepts serves individuals, families, trusts, 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, employing a long-term investment approach with customized portfolios and a range of model and wrap-fee options.

Cordelia Lo is a financial advisor at Citigroup Global Markets with 24 years of industry experience. She holds the Series 66 designation and has been with Citigroup since 2007. Outside of her advisory role, she serves as Chief Marketing Officer for Moscato Software LLC, where she develops branding and marketing strategies. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs along with broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Nicolas Walter is a financial advisor at EP Wealth Advisors with four years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Keystone Strategy, and RBC Capital Markets. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans by providing wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm uses a mix of fundamental, technical, and cyclical analysis to construct customized portfolios and offers services including ERISA plan management and third-party manager oversight.

Austin Beard is a financial advisor at EP Wealth Advisors in Torrance, CA, holding a Series 65 designation with four years of industry experience. His career includes roles at EP Wealth Advisors since 2021 and prior experience at Cook Martin Poulson and various companies in different sectors. 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, utilizing customized model portfolios and a combination of fundamental, technical, and cyclical analysis, along with access to alternative investments and private fund recommendations.

Linda Stanton is a financial advisor at Osaic Advisory Services, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at PFS Investments Inc and Primerica Financial Services prior to joining Osaic in 2025. Osaic Advisory Services is an SEC-registered investment adviser that serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through various program models, utilizing both proprietary and third-party platforms.