Monica Chandra is a CFP® professional affiliated with Osaic Institutions, Inc., based in Garden Grove, CA, with 22 years of industry experience. Her career includes roles at Infinex Investments, CUNA Brokerage Services, SchoolsFirst FCU, LPL Financial, and Orange County's Credit Union. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a combination of discretionary and non-discretionary assets.

Chad Parker is a CFP® and ChFC® with 26 years of experience in the financial industry. He currently works at EP Wealth Advisors and previously led Parker Advisory Group for 15 years. Outside of his advisory roles, he serves as president and managing member of investment-related entities involved in real estate investing. EP Wealth Advisors is a registered investment adviser that serves individuals, including high-net-worth clients, businesses, and retirement plans. The firm offers wealth management, financial planning, discretionary portfolio management, and ancillary services such as tax preparation and estate-document preparation, with a focus on customized portfolios and ongoing monitoring using fundamental, technical, and cyclical analysis.

Kristyn Gibson is a CFP®-certified financial advisor with nine years of industry experience, currently serving at EP Wealth Advisors. She previously worked at Rappaport Reiches Capital Management for eight years in various roles. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized model portfolios and provides ancillary services such as tax preparation and estate-document preparation for qualified clients.

Eric Sirich is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and six years of industry experience. He has worked in various roles including pharmacist and estate planning services, and serves as Treasurer for the Inland Empire Pharmacists Association, a nonprofit local association. Transamerica Financial Advisors serves individual investors, pension plans, trusts, charitable organizations, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Westley King is a financial advisor at Centaurus Financial, Inc. with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Centaurus Financial since 1994. Outside of his advisory role, King serves as Executive Vice President of Brokerage Design and Development, Inc., where he creates training curricula and organizes workshops. 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, and retirement-plan consulting through its CLASSIC Plus platform, employing both discretionary and non-discretionary arrangements with a range of investment approaches.

Charles Burling III is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. He holds the Series 66 designation. Prior to his advisory role, he was involved with Academy Jiu Jitsu and Kickboxing. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through various discretionary and non-discretionary arrangements.

Michael Simon is a CFA® charterholder with 26 years of industry experience. He is currently an advisor at EP Wealth Advisors and previously worked for Alpha Mark, LLC for 26 years. Outside of his advisory work, he owns and operates Dispenser Man, LLC, a business that creates and sells home art fixtures and provides rental services for hyperbaric chambers. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm constructs customized model portfolios using fundamental, technical, and cyclical analysis and provides additional services such as tax preparation and estate document preparation for qualifying clients.

Michael Mcginley is a CFP® with 24 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2020, following seven years at Providus Advisors, LLC. Mcginley holds Series 63 and Series 65 licenses. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers customized wealth management and financial planning services, employing a combination of fundamental, technical, and cyclical analysis, along with alternative investment options and third-party manager recommendations.

Loris Rose is a Series 66-licensed financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with 26 years of industry experience. He has been with Centaurus Financial since 2005. Outside of his advisory role, he owns a business called Pinnacle Strategies Insurance and Financial Services and is involved in selling PEO services and group and individual health insurance. 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 and portfolio management through platforms like CLASSIC Plus and employs both discretionary and non-discretionary arrangements, using a mix of fundamental and technical analysis.

Mark Menne is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked at Centaurus Financial since 2012 and has been with The Lotter Group since 2005. Outside of advisory services, he acts as an insurance agent specializing in life, long-term care, and disability insurance. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm employs a variety of investment approaches across discretionary and non-discretionary accounts, offering financial planning, portfolio management, retirement-plan consulting, and specialized advisory services.

Rachel Seaton is a CFP® and ChFC® affiliated with EP Wealth Advisors in Torrance, CA, with four years of industry experience. She has worked at EP Wealth Advisors since 2023 and previously held roles at Valeo Financial Advisors, Crewe Advisors, Charles Schwab & Co., Inc., and TD Ameritrade. Seaton is also a silent owner of Dauntless Financial, LLC, a family office trust administrator. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document assistance. The firm constructs customized portfolios using a combination of fundamental, technical, and cyclical analysis, and provides ongoing monitoring and fiduciary services for retirement plans.

Douglas Jones is a CFP® professional with 14 years of industry experience. He is currently with EP Wealth Advisors and has previously worked at Riley Private Client LLC, Charles Schwab, and Neuberger Berman LLC. His background includes experience at both large firms and as a sole proprietor. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans, offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm constructs customized portfolios using various analytical methods and provides ongoing monitoring, including recommendations of third-party managers and ERISA plan services.

Casey Conway is a financial advisor at EP Wealth Advisors with 22 years of industry experience. He holds a Series 66 designation and previously worked at Sloan Investment Management, L.L.C. for 17 years before joining EP Wealth Advisors in 2024. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate entities, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation, employing a customized investment approach that includes fundamental, technical, and cyclical analysis alongside alternative investment recommendations.

James Plaskey Jr. is a CFP® professional with 13 years of industry experience, currently serving at EP Wealth Advisors. His prior roles include positions at Executive Wealth Management, EWM Capital, and Private Client Services. Outside of his advisory work, he serves as a board member for the Alzheimer's Association Michigan Great Lakes and is involved with several nonprofit organizations, including the Brighton Chamber of Commerce and Team Suzy. 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, with a focus on customized portfolios that incorporate fundamental, technical, and cyclical analysis.

Ricardo Gonzalez is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2026. His prior experience includes roles at Bank of America, Merrill, DoubleLine, Canyon Partners, and Trust Company of the West. EP Wealth Advisors is a registered investment adviser serving 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 for qualifying clients, employing a range of investment strategies and third-party manager oversight.

Michael Stillman is a financial advisor with EP Wealth Advisors in Torrance, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Cloud Neff Management and International Research & Asset Management Inc. before joining EP Wealth Advisors in 2020. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans by offering wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios with a combination of fundamental, technical, and cyclical analysis, and provides access to tax preparation and estate-document services for qualified clients.

Charles Johnson is a CFP® and holds a Series 65 license with 20 years of industry experience. He has worked at EP Wealth Advisors since 2023 and previously spent 17 years at Resolute Financial, LLC. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, financial planning, and ancillary services, utilizing customized model portfolios with a mix of fundamental, technical, and cyclical analysis alongside alternative investment options.

Jeffrey Ingraham is a CFA® charterholder with 22 years of industry experience. He is currently affiliated with EP Wealth Advisors and previously worked at Manning & Napier in various advisory roles spanning from 2012 to 2026. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering customized wealth management, financial planning, and ancillary services such as tax preparation and estate-document assistance. The firm employs a mix of fundamental, technical, and cyclical analysis to construct and monitor portfolios, and provides ERISA fiduciary services for defined contribution and benefit plans.

John Bennis is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and having 36 years of industry experience. He has worked at Pacific Wealth Partners since 2014, where he is the owner, and previously spent eight years at LPL Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Nafeng Hioe is a financial advisor at Transamerica Financial Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Aetna and World Financial Group, among other roles. Outside of his advisory work, he serves as CFO of Destiny Builders 8, LLC. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party investment platforms, providing discretionary and non-discretionary portfolio management options.