Jeremy Mc Mullen is a CFP® and holds a Series 65 license with three years of experience in the financial services industry. He is currently with EP Wealth Advisors and has prior experience at Foguth Wealth Management, truAdvice, and Foguth Financial Group, among others. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services including tax preparation and estate-document facilitation, managing approximately $35.57 billion in assets with about 214 advisors.

Ian Rand is a financial advisor at Centaurus Financial, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at several firms including VS Associates Inc. and Centaurus Financial. Outside of his advisory work, he has worked as a food delivery driver. 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 financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services with both discretionary and non-discretionary arrangements.

Rahul Shah is a CFP® and holds a Series 66 license with 23 years of industry experience. He has worked at EP Wealth Advisors, LLC since 2025 and previously spent 15 years at Peninsula Wealth LLC. Based in San Francisco, CA, he provides financial advisory services through EP Wealth Advisors. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, using a suitability-driven investment process and a range of investment options.

Joyce Lee is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Capital Group Private Client Services, Inc. She previously worked for nine years at First Foundation Advisors. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with at least $5 million in managed assets. The firm employs a multi-manager investment approach grounded in fundamental research and a long-term time horizon.

Aaron Jackson is a CFP® professional with 11 years of industry experience, currently serving at Sanctuary Advisors, LLC. His prior experience includes roles at PFS Investments Inc and Primeric Financial Services, as well as positions in academic and government settings such as Biola University and the U.S. Department of State. He serves as a general board member for Congo & Beyond. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, and charitable organizations. The firm operates through a large network of independent advisors and offers a variety of investment solutions, including discretionary and non-discretionary programs, separately managed accounts, and retirement plan advisory services.

Brady Jardine is a CFP®-credentialed financial advisor at EP Wealth Advisors with 13 years of industry experience. He has worked at EP Wealth Advisors and its predecessor entities since 2020, and previously at Financial Insight Center and The Insight Group Insurance Agency. Outside of advising, Jardine owns and operates a hunting outfitter business serving as president and guide. EP Wealth Advisors provides wealth management, discretionary portfolio management, and financial planning services to individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm utilizes customized model portfolios with a combination of fundamental, technical, and cyclical analysis, and offers ancillary services such as tax preparation and estate-document preparation for eligible clients.

William McMorran is a financial advisor with NewEdge Advisors and holds a Series 63 designation. He has 36 years of industry experience, including roles at NewEdge Securities and Mid Atlantic Financial Management. Outside of his advisory work, he is president and CEO of a consulting business serving nonprofit organizations and serves as a board member and treasurer for a homeowner association in Los Angeles. NewEdge Advisors provides discretionary and non-discretionary portfolio management through a wrap fee program, serving individuals, trusts, pension plans, corporations, and charitable organizations. The firm employs asset allocation across mutual funds, ETFs, and individual securities, with regular portfolio reviews and rebalancing.

Joseph Pensabene IV is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and Core Financial Wealth & Insurance Solutions, LLC. Before entering the financial industry, he worked at MediaMix 365 for three years. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, including non-discretionary asset management and fiduciary services for retirement investors.

Sara Gardner is a CFP® with 21 years of industry experience currently serving as a financial advisor at EP Wealth Advisors since 2016. She previously worked at Elevated Planning, LLC for one year. EP Wealth Advisors, LLC is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, utilizing a suitability-driven process with a range of investment options and third-party managers.

Jason Bevacqua is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. Prior to joining Integrated Wealth Concepts, he has worked with the Garden Grove Unified School District for 29 years. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income while employing both long-term and shorter-term trading strategies.

Noreen Mares is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 15 years of industry experience. Her prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. She is associated with Ramos Consulting and Wealth Management Firm, a non-investment related business used for branding purposes. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through a range of discretionary and non-discretionary arrangements using multiple analytical approaches.

Hunter Brasher is a CFP® and holds a Series 65 license with two years of industry experience. He has been with EP Wealth Advisors in Salt Lake City since 2022. Prior to his advisory role, he worked at Fox Pest Control for three years and at BYU for three years. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm provides discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document facilitation, using a suitability-driven process that incorporates various investment vehicles and third-party managers.

Nathan Cutler is a financial advisor at EP Wealth Advisors with a Series 65 credential and four years of industry experience. His prior work includes roles at Utah Valley University and Casepak, Inc. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation.

Nicole Letarte is a financial advisor with J. W. Cole Advisors, Inc. in Orange, California, holding a Series 66 designation and nine years of industry experience. She previously worked at Lincoln Financial Advisors Corporation for seven years before joining J. W. Cole Advisors in 2022. Letarte owns and operates Modern Wealth Design, a financial planning business. J. W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a mix of discretionary and non-discretionary management strategies.

Casey Ahrendsen is a financial advisor at EP Wealth Advisors in Denver, CO, holding the ChFC® designation and Series 66 license with four years of industry experience. Prior to joining EP Wealth Advisors, Casey worked at Capital Group - American Funds Distributors, Inc. from 2021 to 2023. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven investment process and offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services including tax preparation and estate-document facilitation.

Richard Caw is a CFP® professional with 23 years of industry experience. He currently works at EP Wealth Advisors, LLC, where he has been employed since 2025. His prior experience includes roles at Better Money Decision and The Sherringon Group. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document access for qualifying clients. Their investment approach includes customized model portfolios, ongoing monitoring, and the use of fundamental, technical, and cyclical analysis.

Todd Vaught is a CFP®-designated financial advisor at EP Wealth Advisors with three years of industry experience. His prior roles include positions at Pathstone and Key Investment Services. Outside of his advisory work, he has operated a vending business. EP Wealth Advisors serves individual, corporate, and retirement plan clients, offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document assistance. The firm employs a customized portfolio approach that integrates fundamental, technical, and cyclical analysis, along with access to alternative investments and third-party managers.

Gary Le is a Series 66-licensed advisor at Money Concepts Capital Corp with one year of industry experience. Prior to his role at the firm, he held various educational positions over the past decade, including roles at Santiago Canyon College, Troy High School, Sarah McGarvin Intermediate School, and Anthony Elementary School. Money Concepts Capital Corp serves a broad client base, including individual investors, pension plans, and corporations, managing approximately $4.07 billion in assets through enterprise-scale advisory services. The firm employs model-driven, asset-allocation strategies and offers both discretionary and non-discretionary programs, utilizing third-party managers and platforms such as Envestnet for investment and reporting support.

Kristina Ventura is a financial advisor at EP Wealth Advisors with 19 years of industry experience. She holds Series 65 and Series 66 credentials and previously worked at Peninsula Wealth, LLC for 11 years. Ventura is based in San Francisco, CA. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation.

Victoria Martin is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63, Series 65, and Series 66 licenses and 19 years of industry experience. She has worked at Centaurus Financial since 2006 and is also associated with Archangel Financial. In addition to her advisory role, Martin is a licensed attorney in California and owns a law practice specializing in estate planning, probate, special needs conservatorships, and trust administration. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, corporations, trusts, and foundations, offering financial planning, portfolio management, retirement-plan consulting, and advisory management of annuity and variable life sub-accounts through a blend of discretionary and non-discretionary arrangements. The firm employs a variety of analytical approaches and provides access to model overlay programs, tax-overlay services, and approved third-party money managers.