Angela Coxton is a financial advisor at Cetera Planning Partners with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms, including Avantax Planning Partners, Summit Brokerage Services, and multiple Cetera entities. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides diversified investment management, comprehensive financial planning, Social Security optimization, and retirement advice, along with additional services such as tax planning, bookkeeping, payroll support, and estate-planning through third-party providers.

Natalia Amato is a financial advisor at EP Wealth Advisors with 12 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Cetera Investment Services and Finestone Partners. EP Wealth Advisors is a registered investment adviser serving individuals, corporate 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, using customized model portfolios and various analytical approaches.

Michael Ramirez Jr. is a CFP® and holds a Series 65 license with 15 years of industry experience. He has been with EP Wealth Advisors since 2018 and previously worked at Private Asset Management, Inc. for eight years. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and combines fundamental, technical, and cyclical analysis, with additional strategies including short-term trading and alternative investments when appropriate.

Robert Mccarty is a financial advisor at EP Wealth Advisors with nine years of industry experience. He holds a Series 65 designation and has worked at EP Wealth Advisors since 2022. In addition to his advisory role, he serves on the board of Prism Analytics, Inc., a technology start-up specializing in predictive analytics for supply chain issues, where he provides advice and counsel to executive leadership. EP Wealth Advisors provides wealth management, discretionary portfolio management, and financial planning services to individuals, corporate clients, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and offers additional services including tax preparation and estate-document assistance for clients meeting certain asset thresholds.

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.

Robert Whited II is a financial advisor at Creative Planning with four years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Creative Planning in 2022, he worked at NFP Retirement, Inc. and North Pier Fiduciary Management, LLC, and was self-employed for 15 years. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

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.

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.