Todd Flynn is a CFP® and holds a Series 65 license with 24 years of experience in the financial industry. He has worked at EP Wealth Advisors since 2021 and previously spent 13 years at Soundmark Wealth Management, LLC. 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 customized wealth management, financial planning, discretionary portfolio management, and ancillary services such as tax preparation and estate-document preparation for qualified clients, utilizing a mix of fundamental, technical, and cyclical analysis along with access to third-party managers and ERISA plan fiduciary services.

Robert Priola is a financial advisor at EP Wealth Advisors with Series 65 and Series 66 credentials and four years of industry experience. Prior to joining EP Wealth Advisors in 2024, he worked at Wacker Wealth Partners, A.G.P. / Alliance Global Partners, and Merrill. EP Wealth Advisors serves individual, corporate, and retirement plan clients, offering wealth management, discretionary portfolio management, and financial planning services. The firm constructs customized model portfolios and provides ongoing monitoring and rebalancing using a mix of fundamental, technical, and cyclical analysis, along with access to alternative investments and third-party managers.

Derek Holman 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 has been with EP Wealth Advisors since 2005. 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 for eligible clients, using customized model portfolios with ongoing monitoring and a combination of fundamental, technical, and cyclical analysis.

David Martinez is a financial advisor at Centaurus Financial, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of his advisory role, Martinez owns several businesses focused on tax preparation, legal document services, and insurance sales. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base that includes individuals, families, small businesses, corporations, trusts, and foundations. The firm offers comprehensive financial planning and portfolio management with both discretionary and non-discretionary arrangements, employing a range of analytical approaches and specialized advisory services.

Chun Mo Ng is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. He has worked at Citibank since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and integrates both discretionary and non-discretionary investment approaches.

Michael Martinelli is a financial advisor at Centaurus Financial, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2017, following prior roles at Mass Mutual Investors Services and MetLife Securities. In addition to his advisory work, Martinelli is involved in fixed life insurance and owns Martinelli Financial Services. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, and institutions, offering financial planning and portfolio management through platforms like CLASSIC Plus. The firm manages assets via both discretionary and non-discretionary arrangements, employing various analytical approaches and providing specialized advisory services.

Linda Coffey is a financial advisor at EP Wealth Advisors with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at EP Wealth Advisors since 2021. Her prior experience includes roles at Wipfli Financial Advisors, LLC, and Independent Financial Partners. 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, and financial planning services, utilizing customized model portfolios and a combination of fundamental, technical, and cyclical analysis.

Joan Wenglikowski is a CFP® with 17 years of experience in the financial services industry. She currently works at EP Wealth Advisors, where she has been since 2024, and previously spent 14 years at Wacker Wealth Partners. EP Wealth Advisors serves individuals, corporate clients, and retirement plans with wealth management, financial planning, and ancillary services such as tax preparation and estate-document assistance. The firm uses customized portfolios with ongoing monitoring and employs various investment strategies, including fundamental, technical, and cyclical analysis.

Michael Mccullough is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and with 16 years of industry experience. He has worked at Anthony Azavedo, CPA since 2019 and previously at Orange Coast Financial Group. In addition to his advisory role, he is president of Beach Wealth Management and owner of McCullough Financial, LLC, a tax preparation and accounting firm. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm employs an open-architecture platform with multiple custodians and third-party money managers, primarily managing largely non-discretionary assets.

Ashley Oliveira is a CFP® professional at EP Wealth Advisors with one year of industry experience. Prior to joining EP Wealth Advisors in 2025, she worked at Aspiriant from 2023 to 2025 and Brown Advisory from 2019 to 2023. Before entering the financial industry, she spent four years as a homemaker. 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, financial planning, and ancillary services such as tax preparation and estate-document preparation, utilizing customized model portfolios and a range of investment strategies tailored to client needs.

Stephen Kearns is a financial advisor with Fifth Third Securities, Inc. in Costa Mesa, California, holding Series 63 and Series 65 licenses and over 31 years in the industry. His prior experience includes roles at Ameriprise and Comerica Securities, where he served for seven years. Outside of his advisory work, he is a co-owner of Kearns Partnership LLC, a real estate business. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a variety of program types on the Passageway Managed Account platform. The firm caters to a diverse client base including high-net-worth individuals, corporations, trusts, and retirement accounts.

Subash Seshadri is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisor Networks LLC, Securian Financial Services, and Ameriprise Financial. Wealth Enhancement Advisory Services (WEAS) provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and employs a diversified investment approach that blends passive and active managers, supported by an internal Investment Committee.

Angel Ventura is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding the ChFC® designation and Series 63 license, with 32 years of industry experience. He has been with Eagle Strategies since 2009 and has operated Louis Ventura Insurance & Financial Services since 2008. Ventura has also maintained long-term affiliations with Nylife Securities Inc. and New York Life since the early 1980s. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutions, and plan sponsors, emphasizing tailored solutions and a predominantly non-discretionary asset management approach.

Craig Mc Crory is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors since 2026. He previously spent 16 years with Capital Insight Partners, LLC. Mc Crory holds a Series 66 license and is based in Torrance, CA. EP Wealth Advisors is a registered investment adviser that 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 for qualifying clients, utilizing customized model portfolios and a range of investment strategies.

Doug Ireland is a financial advisor with EP Wealth Advisors in Torrance, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wedbush Securities Inc., Mass Mutual Investors Services, and Ameriprise Financial Services. Outside of his advisory work, he serves as an assistant baseball coach at Arnold O. Beckham High School in Irvine, CA. 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, constructing customized model portfolios and providing ongoing monitoring using a mix of fundamental, technical, and cyclical analysis.

Stephanie Garcia is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Merrill, Bank of America, and Wells Fargo. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs, broker-dealer execution, and custody services. The firm combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Christine Tillman is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Creative Planning since 2023. She previously worked at several Cetera entities and AXA Advisors from 2014 to 2023. Outside of financial advising, she is an officer of TireSwing Media, LLC, a film and TV production company based in Manhattan Beach, CA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm emphasizes a financial planning-led investment approach with low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized infrastructure.

Kevin Cross is a CFP® professional with 24 years of experience in the financial services industry. He currently works at EP Wealth Advisors and has previously held roles at Private Client Services LLC, Executive Wealth Management, and TIAA-CREF, among others. 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 for qualifying clients. The firm employs a mix of fundamental, technical, and cyclical analysis and incorporates third-party manager recommendations and ERISA plan services in its investment approach.

Lyndsey Xa is a CFP® and holds a Series 65 license, with seven years of industry experience. She has worked at EP Wealth Advisors since 2020, and previously held positions at The Insight Group and Ameriprise. EP Wealth Advisors is a registered investment adviser serving individuals—including high-net-worth clients—businesses, and retirement plans. The firm offers wealth management, financial planning, and ancillary services such as tax preparation and estate-document assistance, and uses a range of analytical approaches to manage customized portfolios.

Yehudah Judah is a financial advisor at Transamerica Financial Advisors with five years of industry experience. He holds a Series 65 designation and has worked with several firms, including Mercor, WFGIA, King David Capital, and Chasing Value Asset Management. His business activities include sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, including fee-based wrap programs, model portfolios, and access to third-party money managers.