Tom Nguyen is a CFP® professional with eight years of experience at EP Wealth Advisors and 17 years previously at The Capital Group. He serves as an advisory board member and chair of the finance and investment committee for the Friendship Foundation, a nonprofit supporting individuals with developmental disabilities. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans, offering customized wealth management, discretionary portfolio management, and financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis along with alternative investment strategies, and provides tax preparation and estate-document services to qualifying clients.

Daiana Kelleyian is a CFA® charterholder with 13 years of industry experience. She has worked at EP Wealth Advisors since 2019 and previously held roles at City National Rochdale, RIM Securities, LLC, and City National Bank. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides customized wealth management, discretionary portfolio management, and financial planning, incorporating fundamental, technical, and cyclical analysis along with alternative investment recommendations.

Victor Avila is a financial advisor with Citigroup Global Markets who holds the Series 63 and Series 66 licenses and has 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, and U.S. Bancorp Investments. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale operations with unique market roles such as swap dealing and futures commission merchant activities.

Armando Estevane is a Certified Financial Planner® with 12 years of industry experience, currently serving at EP Wealth Advisors. His prior work includes positions at JP Morgan Chase Bank and Fidelity Investments. 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 customized model portfolios and a combination of fundamental, technical, and cyclical analysis, along with alternative investment and private fund recommendations, to meet client needs.

Brandon Hauck is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Principal Securities, Principal Life Insurance, Capital Synergy Partners, Inc., and CPS Financial & Insurance Services. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel overseas. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Ryan Kuhn is a CFP® professional affiliated with EP Wealth Advisors in Torrance, California, with four years of industry experience. His prior work includes roles at Pathlight Investors and Wageworks, as well as academic positions at Arizona State University. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, businesses, and retirement plans. The firm offers customized wealth management, discretionary portfolio management, and financial planning services, incorporating a range of investment strategies and ancillary services such as tax preparation and estate-document assistance for qualifying clients.

German Amaya Jr. is a financial advisor at Citigroup Global Markets with Series 65 and Series 66 licenses and three years of industry experience. His prior work includes roles at Bank of America, Merrill, JP Morgan Securities, and other firms. He is based in Manhattan Beach, California. 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 acting as a swap dealer and futures commission merchant, and provides a broad range of advisory, execution, and custody services.

Daniel Potter is a financial advisor at EP Wealth Advisors with Series 63 and Series 65 credentials and four years of industry experience. He previously worked at TBFM, LLP dba Buffington Mohr McNeal for three years and spent eight years at Boise State University. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning with various ancillary services such as tax preparation and estate-document assistance. The firm constructs customized model portfolios using fundamental, technical, and cyclical analysis, and provides ERISA plan services and third-party manager recommendations.

Thomas Quinn is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He joined EP Wealth Advisors in 2024 after spending 35 years at Cornercap Investment Counsel, Inc., where he also serves as CEO. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, financial planning, and ancillary services, constructing customized portfolios with a blend of fundamental, technical, and cyclical analysis, and providing ERISA plan services and third-party manager oversight.

Henry Degooyer is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. He is currently with EP Wealth Advisors in Torrance, CA, where he has worked since 2020. Prior to that, he held roles at The Insight Group Inc., Integrated Financial Group, LLC, and HCA Healthcare. EP Wealth Advisors is a registered investment adviser serving individual, corporate, and retirement plan clients. The firm provides wealth management, financial planning, and ancillary services, utilizing customized model portfolios and various investment strategies including fundamental and technical analysis.

Anita Ravani is a Series 66 licensed financial advisor with 12 years of industry experience, currently with Citigroup Global Markets since 2023. Her prior roles include positions at Raymond James & Associates, DA Davidson Companies, Stifel Nicolaus & Co Inc, and Morgan Stanley. Outside of her advisory work, she serves as an adjunct professor at California State University Los Angeles. Citigroup Global Markets serves individual and institutional clients across a broad range of 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 security pricing, and provides a variety of custody, execution, and advisory services.

Tammi Reinders is a financial advisor at Centaurus Financial, Inc. with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Centaurus since 2020, previously spending 21 years at Coordinated Capital Securities, Inc. Outside of her advisory role, she co-owns a tax preparation business in Los Alamitos. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers both advisory and brokerage services with a focus on financial planning, portfolio management, and retirement-plan consulting, utilizing a mix of discretionary and non-discretionary arrangements and various analytical approaches.

Scott Lane is a financial advisor at EP Wealth Advisors in Torrance, CA, holding a Series 65 designation. He has one year of industry experience, with previous roles including positions at LPL Financial and academic appointments at The University of Colorado at Boulder. 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, using customized model portfolios and a combination of fundamental, technical, and cyclical analysis.

Hansen Champlin is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior experience includes roles at LPL Financial and Unify Federal Credit Union, where he currently serves as Vice President overseeing insurance product distribution. He is a board member of the Irlen Syndrome Foundation, a nonprofit focused on raising awareness and funding research related to the condition. Independent Financial Partners is a nationwide enterprise that provides investment advisory, financial planning, trust, and retirement-plan services through an extensive network of independent advisers. The firm supports a multi-advisor platform managing over $12.5 billion in assets and offers a decentralized advisory model allowing customized investment strategies alongside centralized asset management and retirement-plan consulting.

Pei Li Wang is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. She holds a Series 63 designation and has worked at Integrated Wealth Concepts since 2024. Outside of her advisory role, Wang is a partner at Windes, Inc., a CPA firm, where she has served since 2000. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, utilizing customized portfolios with a long-term investment approach combined with tactical rebalancing and oversight of third-party managers.

Alexander Deherrera is a Series 65-registered advisor with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked for 14 years at Churchill Management Group. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Joey Roman is a CFP® and Series 65-licensed financial advisor with two years of industry experience. He is currently with EP Wealth Advisors in Torrance, CA. Prior to his advisory role, he has work experience in veterinary care, retail, and has served with the Long Beach Fire Department. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides customized wealth management, discretionary portfolio management, financial planning, tax preparation, and estate-document services, utilizing a range of analytical approaches and third-party manager recommendations.

Devin Paul is a Series 65-licensed financial advisor at EP Wealth Advisors with four years of industry experience. He has worked at several firms, including Warren Financial Service and Innovative Premier Financial Services, before joining EP Wealth Advisors. 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, utilizing customized model portfolios with fundamental, technical, and cyclical analysis.

Jared Kelly is a financial professional with GWN Securities Inc., holding a Series 66 designation and 12 years of industry experience. He has been with GWN Securities since 2014. Outside of his advisory role, he is the owner of Medusa Capital, Inc., a limited liability company. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients, including high-net-worth investors. The firm manages approximately $3.65 billion across more than 37,000 accounts, offering discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios through a large network of advisors.

Joseph Ordonez is a financial advisor with Principal Financial Services located in Huntington Beach, CA. He holds Series 63, Series 65, and Series 66 licenses and has 17 years of industry experience. His prior roles include positions at John Hancock, Pensionmark Financial Group, and Kestra Advisory Services. 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 financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.