Robert Kemp is a financial advisor at Savant Wealth Management with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Sagepoint Financial, Inc. and operated Kemp Financial Management, LLC for 28 years. Kemp also has a longstanding involvement in real estate through Robert J. Kemp Realty, where he remains licensed as a broker. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services such as accounting, legal, and trust through affiliated entities.

Adam Fein is a financial advisor at EP Wealth Advisors with 12 years of industry experience. He holds the Series 66 designation and previously worked at RBC Capital Markets and Wells Fargo Clearing. Fein joined EP Wealth Advisors in 2024. 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, and ancillary services such as tax preparation and estate-document preparation for qualifying clients, utilizing a range of investment strategies and managing third-party managers and ERISA plan services.

Robert Mauldin II is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2013. Outside of his advisory role, he instructs CFP candidates at the University of California Irvine. 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 specialized market roles, providing a broad range of advisory and execution services.

Benjamin Uribe is a financial advisor at Citigroup Global Markets with a Series 66 designation and five years of industry experience. He has worked at Citigroup since 2013 and concurrently serves in the U.S. Air Force. 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 specialized market roles including swap dealer and futures commission merchant activities.

Shawn Finley is a CFP®-certified financial advisor with GWN Securities Inc., based in Torrance, CA, and has 16 years of industry experience. He worked at Equitable Advisors from 2010 to 2014 before joining GWN Securities, where he has been since 2014. His other business activities include the sale of insurance products such as annuities, fixed insurance, property and casualty, and long-term care. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs and financial planning. The firm employs a range of discretionary portfolio management strategies, including market-timing and momentum-based approaches, and enables advisors to select or replace sub-advisers within client portfolios.

Derek Finley is a financial advisor with GWN Securities Inc. in Torrance, CA, holding a Series 66 credential and bringing 11 years of industry experience. He has been with GWN Securities since 2015. Outside of his financial advisory role, he also works as a restaurant server. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm employs a combination of affiliated and unaffiliated sub-advisers and uses market-timing and momentum-based strategies in certain legacy programs.

Julian Driver is a financial professional at VALIC Financial Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Mission Wealth Management and New York Life Insurance Company. Outside of his main role, he is involved with financial planning and insurance activities through LA Pension Planners and LA Wealth Partners. VALIC Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts with tax-aware and ESG overlay options.

Sirorat Lertsangpetch is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and nine years of industry experience. Prior to joining Transamerica in 2017, she worked at Swipetec and Summer Buffalo, and she has been associated with World Financial Group since 2013. She is also involved in the sale of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services, offering fee-based wrap programs, access to third-party money managers, and commission-based products through a combination of proprietary and third-party model portfolios.

Joel Sheldon is a financial advisor with Money Concepts Capital Corp in Placentia, CA, holding Series 63 and Series 66 designations and 17 years of industry experience. His prior roles include positions at Crown Capital Securities, LP and Lincoln Financial Advisors. Outside of his advisory duties, Sheldon engages in engineering consulting services and manages his financial services business through an S-Corp structure. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm employs model-driven, asset-allocation strategies and utilizes both proprietary and third-party portfolio management programs across a large network of advisors.

Jenning Chen is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and 66 licenses and 21 years of industry experience. He is also involved in multiple insurance-related ventures, including operating Strategic Horizon and Jenstar Financial and Insurance, where he sells fixed and health insurance products. His career includes roles at Ameritas Investment Corp, Capstone Financial Group, and Lion Street. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, offering asset management, retirement plan advisory, and financial consulting through a variety of platforms and investment options. The firm is part of a mutual holding company with affiliated broker-dealer, insurance, and investment entities, broadening available investment strategies.

Ivy Fai Chan Wang is a financial advisor with HSBC Securities (USA) Inc. and holds Series 63 and Series 66 licenses. She has 13 years of industry experience with prior roles at J.P. Morgan Securities, Bank of America/Merrill Lynch, and Citigroup. She also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities (USA) Inc., where she engages in the sale of bank-related products alongside her advisory duties. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides a range of programs, from client-directed to fully discretionary portfolios, utilizing strategic and tactical asset allocation in collaboration with HSBC Global Asset Management and other affiliated providers.

Megan Carden is a CFP® professional with nine years of industry experience. She currently works at EP Wealth Advisors and previously spent nine years at Wacker Wealth 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, financial planning, and ancillary services such as tax preparation and estate-document preparation, using customized model portfolios and various investment strategies.

Kawin Thoncompeeravas is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has concurrent roles in several other businesses, including ownership of landscaping and commercial cleaning services. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to institutional clients, offering both advisory and broker-dealer services with a variety of proprietary and third-party investment programs.

Elena Rotariu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has been associated with Transamerica Financial Advisors since 2012 and also holds roles with Destiny Builders 9, LLC, Word and Brown General Agency, and Ro & E Services, Inc. Outside of her advisory work, she provides accounting and payroll services through Ro & E Services, Inc. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers advisory and broker-dealer services utilizing proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Moya Higgins is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. She holds the Series 65 designation and previously worked for Churchill Management Group for 13 years before joining Focus Partners in 2025. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Kevin Yardumian is a financial advisor at GWN Securities Inc. with one year of industry experience. He holds the Series 66 designation and has previously worked with American Campus Communities and the University of California, Irvine. GWN Securities offers investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning solutions. The firm employs a mix of affiliated and unaffiliated sub-advisers, utilizing asset allocation and Modern Portfolio Theory, and is known for incorporating market-timing and momentum-based strategies in its legacy programs.

Thomas Kyle is a CFP® and Series 65–registered advisor with EP Wealth Advisors. He has three years of industry experience, including roles at Benefit Financial Services Group and LPL Financial. Prior to his financial career, he worked at Concordia University Irvine and the UK Government’s Department of International Trade. 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 preparation. The firm uses customized model portfolios and a variety of investment strategies, including fundamental and technical analysis, and offers ERISA fiduciary services.

Kevin Oreilly is a CFP®-designated financial advisor with 17 years of industry experience. He is affiliated with EP Wealth Advisors in Torrance, CA, and has worked at Foothills Financial Planning And Wealth Management Inc. since 2008. 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, employing customized model portfolios with ongoing monitoring and a range of investment strategies.

Julee Sarto is a financial advisor at EP Wealth Advisors with 26 years of industry experience. Her background includes roles at Executive Wealth Management, Private Client Services LLC, and Cetera. Outside of her advisory work, she serves as Secretary at Safe Harbor Credit Union and is a board member of the Rotary Club of Ludington. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, financial planning, and discretionary portfolio management, using a range of analytical methods and investment options tailored to client needs.

Luke Chua is a financial advisor at GWN Securities Inc. with a Series 66 designation. He has been in the industry for approximately one year and has prior experience with Providian Assets Management LLC and Golden Arches Development Corporation. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning offerings. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and model-based allocations, employing market-timing and momentum-based strategies in certain legacy programs.