Lori Vanden Berg is a ChFC®-designated financial advisor with 27 years of industry experience, currently affiliated with Eagle Strategies (NY Life) since 2023. She has also worked with Nylife Securities Inc and New York Life Insurance Co since 2004. Outside of finance, she is involved in motivational speaking on topics such as positive attitude and team building, and is a consultant for Mary Kay products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Cameron Rose is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for four years and spent one year with Capital Planning Group LLC. Beyond his advisory role, he operates a marketing DBA, Bridgepoint Financial Advisors. United Planners Financial Services is a national wealth-management enterprise serving a wide range of clients, including individuals, retirement plans, corporations, trusts, estates, and institutional investors. The firm utilizes both advisory and brokerage services delivered through independent representatives and employs a mix of custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Michael Lay is a financial advisor at EP Wealth Advisors with 19 years of industry experience. He holds the CFP® designation and has worked previously at Executive Wealth Management and Private Client Services LLC. Outside of his advisory role, he serves as treasurer for the Phoenix Gymnastics Boosters in Brighton, MI. EP Wealth Advisors is a registered investment adviser serving individual, corporate, and retirement plan clients. The firm provides wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios and a variety of investment strategies including fundamental, technical, and cyclical analysis.

Ricardo Azarloza is a CFP® and CFA® credentialed financial advisor with 20 years of industry experience. He has worked at Cerity Partners LLC since 2022 and previously spent 16 years at Covington Capital Management. Based in Los Angeles, he holds Series 63 and Series 66 licenses. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high- and ultra-high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and a broad set of affiliated capabilities.

Lewis Perkins is a CFP® with 33 years of industry experience, currently affiliated with Independent Financial Group, LLC since 2008. He also owns Comprehensive Financial Solutions, Inc, where he serves as an officer and director. Outside of his advisory roles, Perkins is involved in family dispute mediation and serves as treasurer for Northeast Neighbors, a nonprofit organization. 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 a range of brokerage, portfolio management, financial planning, and retirement plan services through a national network of advisors and multiple program platforms.

Ryan Hall is a CFP® professional with two years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. Prior to joining EP Wealth Advisors, he worked at Wacker Wealth Partners and TrueNorth Health Center. His background also includes work at the Esalen Institute and involvement in travel-related activities. EP Wealth Advisors, LLC is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm provides discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, employing a suitability-driven approach with a range of investment options and fiduciary services.

Andrew Micallef is a financial advisor with Capital Group Private Client Services, Inc., holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Capital Bank & Trust Company and JP Morgan. Capital Group Private Client Services, Inc. provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, focusing on relationships with a minimum of $5 million in assets. The firm’s investment approach centers on fundamental research, a long-term horizon, and a multi-manager system allocating portfolio segments to individual managers and analysts.

Hadi Hassan is a financial advisor with Eagle Strategies (New York Life) based in Anaheim, CA, holding Series 63 and Series 65 licenses. He has 32 years of industry experience, including over two decades with Eagle Strategies and more than 30 years with New York Life and Nylife Securities. Outside of his advisory role, he is involved in insurance brokering and holds a passive investment in cryptocurrency. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, with the majority of its assets managed on a non-discretionary basis.

Thomas Anderson Jr. is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, holding a Series 66 designation and 16 years of industry experience. His prior work history includes roles at Capital Bank & Trust Company and J.P. Morgan. 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 at or above a $5 million threshold. The firm employs a multi-manager investment approach emphasizing fundamental research and long-term strategies, often implementing client portfolios through affiliated pooled funds and separately managed account programs.

Michael Morrissey is a financial advisor with Capital Group Private Client Services, Inc. based in Chicago, IL. He holds Series 63 and Series 65 designations and has 10 years of industry experience. His prior roles include positions at AB Bernstein Private Wealth Management and Capital Bank & Trust Company. Capital Group Private Client Services, Inc. provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, focusing on accounts generally above $5 million. The firm employs a multi-manager investment approach emphasizing fundamental research and long-term horizons, often allocating client assets to affiliated pooled funds and separately managed accounts.

Brett Davalos is a financial advisor at EP Wealth Advisors with 14 years of industry experience. He holds the Series 66 designation and previously worked at Peninsula Wealth LLC for 13 years before joining EP Wealth Advisors in 2025. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document facilitation, using a suitability-driven approach that incorporates a range of investment vehicles and third-party managers.

Adam Werner is a CFP®-certified financial advisor with 15 years of industry experience. He has worked at EP Wealth Advisors since 2018 and previously at Donnelly Wealth Advisors, Inc. from 2012 to 2018. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to manage portfolios using a variety of investment vehicles and also offers tax preparation and estate-document facilitation services to qualified clients.

Ryan Heiligenthal is a CFP® with seven years of experience in the financial services industry. He is currently with OSAIC Advisory Services, LLC and has prior experience at Securities America Advisors and SABRE Financial Services. He volunteers providing financial coaching to veterans and their families through the Coordinated Assistance Network/Foundation for Financial Planning. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm offers a range of advisory services through multiple program models and utilizes both proprietary and third-party platforms to manage client portfolios.

Daniel Romanow is a CFP® professional with 19 years of industry experience. He has been with Capital Group Private Client Services, Inc. since 2021 and previously worked at Capital Bank and Trust Company from 2016 to 2021. He holds Series 63 and Series 66 licenses. 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 minimum of $5 million in managed assets. The firm utilizes a fundamental research-driven, long-term investment approach and employs a multi-manager system that allocates portfolio segments to individual managers and analysts, often through affiliated pooled funds and separately managed account programs.

Michael Mc Callister is a financial advisor with PlanMember Securities Corporation and holds a Series 65 designation. He has recent experience working at McCallister Financial Group and Palos Verdes Practice Management. Prior to his advisory roles, his work history includes Deloitte and positions in education. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary oversight, participant investment options, and educational support. The firm employs a top-down strategic asset allocation process with risk-based mutual fund portfolios and utilizes third-party custodians while maintaining dual registration as a broker-dealer and investment adviser.

David Cantor is a financial advisor with Ep Wealth Advisors in Torrance, CA, holding 23 years of industry experience. He was previously with Longview Asset Management LLC for 24 years and has operated under his own name since 1990. Cantor is the sole owner and president of Raven'sWing Asset Management Inc., which holds a majority interest in LongView Asset Management. Ep Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm constructs customized model portfolios using a combination of fundamental, technical, and cyclical analysis, and provides ERISA-related fiduciary services for defined contribution and defined benefit plans.

Jonathan Penaloza is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with seven years of industry experience. He has worked at Centaurus Financial since 2018 and previously was employed at Footprints Behavioral Health and California State University, Long Beach. Outside of his advisory role, he is involved as a property and casualty insurance agent at CGM Risk Management. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory management through multiple platforms and employs both discretionary and non-discretionary investment arrangements.

Wenbo Jiang is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Citigroup in 2026, he worked at Cetera and East West Bank. He also spent time affiliated with the University of Southern California and the University of California, Irvine. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

William Carey is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 18 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, focusing on relationships with a minimum of $5 million in assets. The firm employs a multi-manager investment approach emphasizing fundamental research and a long-term horizon, often utilizing affiliated pooled funds and separately managed account programs.

Donita Joseph is a Series 65-licensed financial advisor with Integrated Wealth Concepts LLC, bringing six years of industry experience. She is also a partner at Windes, Inc., a CPA firm where she has worked since 1989. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management and financial planning, constructing customized portfolios with a long-term approach and utilizing both internal and third-party asset management.