Gregory Meyer is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has worked at Independent Financial Group, LLC since 2022 and previously spent 19 years with Pash & Benson International Ltd Inc. Meyer also sells life, health, disability, and long-term care insurance outside of Independent Financial Group. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and organizations. The firm offers financial planning and portfolio management through various platforms, combining strategic asset allocation with active and passive strategies.

Timothy Thompson is a financial advisor at Centaurus Financial, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2011. Outside of his advisory role, he works as an insurance agent specializing in group and individual health, disability, and term life policies. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, employing a combination of fundamental and technical analysis across discretionary and non-discretionary accounts.

Shannen Smith is a financial advisor at EP Wealth Advisors with a Series 65 designation and two years of industry experience. Prior to joining EP Wealth Advisors in 2024, Smith worked for eight years at Sloan Investment Management LLC. EP Wealth Advisors serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualified clients, utilizing customized model portfolios and a range of investment strategies.

Nicholas Burton is a financial advisor at EP Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has prior experience at Camelback Strategy Group and Scion, as well as academic roles at Texas Tech University. 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 a mix of fundamental, technical, and cyclical analyses.

Tyson Tate is a Series 65-licensed financial advisor at EP Wealth Advisors with three years of industry experience. His prior work includes roles at Costco Wholesale and South Jordan City. 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 for qualified clients. The firm employs customized model portfolios with various investment strategies and provides ERISA plan services and third-party manager oversight.

Michael Hollar is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 registrations and 8 years of industry experience. He previously worked at Clark & Associates Financial Services and TCFG Wealth Management. Outside of his advisory role, Hollar serves as a referee for youth soccer games through the Arizona Interscholastic Association. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting through a variety of discretionary and non-discretionary arrangements, utilizing multiple analytical approaches and specialized advisory services.

Carlos Vasquez is a financial advisor with Principal Financial Services in Torrance, CA, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Princor Financial Services Corporation and Principal Life Insurance Company since 2007. In addition to his advisory role, he serves as a bank/trust officer supporting Principal retirement plan account relationships across insurance, broker-dealer, and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Stephen Lalli is a financial advisor with PlanMember Securities Corporation based in Carpinteria, CA, holding a Series 63 designation and over 30 years of industry experience. He has worked at PlanMember Securities Corporation since 2006 and previously spent nine years at Surety Investment Services. In addition to his advisory role, he serves as an agent selling supplemental insurance and life insurance products. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services including personalized retirement planning and separation counseling.

Andrew Talley is a financial advisor with EP Wealth Advisors in Torrance, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining EP Wealth Advisors, he worked at Park Avenue Securities and Guardian Life Insurance Company. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by providing wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and offers services including third-party manager recommendations and ERISA fiduciary support.

Alan Scott is a CFP® with 13 years of experience in the financial services industry. He is affiliated with PlanMember Securities Corporation and has concurrent experience as an independent insurance agent and a real estate sales agent since 2004 and 2012, respectively. His activities include acting as a real estate agent primarily for residential homes. PlanMember provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its proprietary asset allocation portfolios. The firm’s investment approach emphasizes a top-down strategic asset allocation with risk-based mutual fund portfolios and incorporates education and support services for plan sponsors and participants.

Jeffrey Holben is a Series 65-licensed advisor at EP Wealth Advisors with 19 years of industry experience. He previously led The Holben Group, LLC for nearly two decades and currently oversees its ranching and property management operations. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by offering wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios with fundamental, technical, and cyclical analysis, and provides additional services such as tax preparation and estate-document assistance for qualifying clients.

Austin Seifert is a CFP® with five years of industry experience, currently advising at EP Wealth Advisors. His prior work includes roles at Thompson Wealth Management, Harbour Investments, and Beacon Pointe Advisors. 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, discretionary portfolio management, and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis along with alternative investment strategies.

Diego Conejo is a financial advisor with Transamerica Financial Advisors, holding Series 63, 65, and 66 licenses and over 14 years of industry experience. He has been with Transamerica since 2019 and also operates several small businesses, including a handmade candle company and an online used book and office supply store. In addition, he provides bookkeeping services for retail shops and markets various insurance products. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services. The firm employs proprietary and third-party model portfolios, with discretionary and non-discretionary program options, and supports retirement plan clients through affiliated entities.

Travis Mceuen is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently an advisor at EP Wealth Advisors, where he has worked since 2024. Prior to this, he was with Financial Engines Advisors L.L.C. from 2022 to 2024, and Herrmann & Cooke from 2016 to 2022. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning, employing a mix of fundamental, technical, and cyclical analysis along with third-party manager recommendations and ERISA plan services.

Allan Horner is a financial advisor with EP Wealth Advisors in Torrance, CA, holding a Series 66 designation and 27 years of industry experience. His career includes roles at Criterion Capital Advisors LLC and Wells Fargo Advisors Financial Network LLC. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans with wealth management and discretionary portfolio management. The firm employs a variety of analytical approaches, including fundamental, technical, and cyclical analysis, and offers additional services such as tax preparation and estate-document facilitation for qualifying clients.

Tyler Polson is a CFP®-certified financial advisor with 23 years of industry experience, currently practicing at &Partners since 2025. He previously worked at Wells Fargo Advisors and Bank of America, each for eight years. Polson serves on the investment committee of the South Coast Botanic Garden Board in Palos Verdes, providing input on endowment fund investments. &Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, ERISA consulting, and brokerage services through a dual registration as an investment adviser and broker-dealer, utilizing a mix of proprietary and third-party strategies with ongoing portfolio monitoring.

Mark Woodfield is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2008. Outside of his advisory role, he manages a business entity focused on income and expense management and is involved in sales and marketing of insurance products, including life insurance and annuities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, employing various analytical approaches and both discretionary and non-discretionary arrangements.

Derrick Garcia is a financial advisor at EP Wealth Advisors with a Series 65 credential and two years of industry experience. He previously worked at Litman Gregory Wealth Management and has held roles at the University of Redlands, Sleepy Hollow Swim and Tennis Club, and Campolindo High School. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning, offering customized model portfolios that incorporate fundamental, technical, and cyclical analysis along with alternative investment options.

Edward Zwickl is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at California State University Fullerton, Vans, Postmates, Cypress College, Crossline Community Church, and Los Alamitos High School. He has been involved with Crossline Community Church since 2017. 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 a range of financial planning and portfolio management services using multiple analytical approaches and allows clients access to model overlay programs and third-party money managers.

Paul Apodaca is a Series 66-credentialed advisor with 11 years of industry experience, currently with Money Concepts Capital Corp. He has worked with the firm since 2015 and also serves as a tax advisor and preparer at NorthPoint Tax, Wealth & Business Advisory, LLP. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm utilizes model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.