Jonathan Deyoe is a financial advisor at EP Wealth Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously operated Deyoe Wealth Management, Inc. from 2002 to 2021. Outside of his advisory role, he is the founder and president of Mindful Money, a financial education business focused on writing, speaking, and workshops. 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 and financial planning through a suitability-driven process, incorporating a range of investment vehicles and offering additional services such as tax preparation and estate-document facilitation.

Adam Hancock is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with several organizations, including LegacyShield Solutions, Inc., and the Freedom To Live Foundation, where he serves as a consultant and mentor for independence training programs for spinal cord injured individuals. Additionally, he is involved with the Student Debt Solution Center, assisting clients in identifying appropriate government repayment plans for their student loans. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, estates, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement investment strategies across multiple platforms such as Transamerica ONE and TFA365, managing regulatory assets of approximately $1.7 billion.

Richard Sandoval is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with several firms, including World Financial Group and American Funding Center, and operates a small accounting and tax practice serving several hundred clients. Additionally, he serves as a representative payee for his disabled son’s Social Security and in-home supported services. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory approach and offers multiple program platforms such as Transamerica ONE and TFA365.

Carlos Bautista is a CFP®, ChFC®, and Series 66-licensed advisor with 24 years of industry experience. He has been with EP Wealth Advisors since 2020 and previously worked at MassMutual Life Insurance Co, Mass Mutual Investors Services, and MBSC Securities Corporation. He is based in Littleton, CO. 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 and financial planning using a suitability-driven process, incorporating mutual funds, ETFs, equities, fixed income, and alternative investments, along with ancillary services such as tax preparation and estate-document facilitation.

Nicholas Lancaster is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been affiliated with Transamerica Financial Advisors and Next Level Concepts Inc since 2012, and has worked with World Financial Group, Inc. since 2008. Lancaster is also the owner of Next Level Concepts Inc, a pass-through entity. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm employs model portfolios and third-party managers across multiple platforms, managing approximately $1.7 billion in regulatory assets under management.

Douglas Misterly is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 63 designation and over 33 years of industry experience. He has been with Centaurus Financial since 2005 and also has a long tenure at Industrial Alliance Pacific Blue Cross starting in 2000. Outside of his advisory role, he is a licensed captain and owner of a sailboat charter business on weekends and serves as a volunteer member of the City of Huntington Beach Investment Advisory Board. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and foundations, offering financial planning, portfolio management, and retirement-plan consulting. The firm utilizes a mix of fundamental and technical analysis and provides both discretionary and non-discretionary investment services.

Michael Goldfader is a financial advisor with Sanctuary Advisors, LLC, holding a Series 63 designation and 34 years of industry experience. His career includes roles at UBS Financial Services from 1998 to 2020, Wells Fargo Clearing from 2020 to 2024, and Sanctuary Securities since 2024. Outside of advisory work, he is a co-owner of Kennedy's On Monroe, a local market in La Quinta, CA, that sells Mexican food and plants. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, trusts, and retirement plans. The firm offers customized investment programs through various account structures and utilizes multiple sub-advisors and third-party platforms to implement strategies.

Brian Waldner is a financial advisor at EP Wealth Advisors in Torrance, CA, holding the CFP®, CFA®, and Series 63 designations with nine years of industry experience. His prior roles include positions at Kahler Financial Group, Inc., Clarfeld Financial Advisors, LLC, and Natixis Investment Managers. EP Wealth Advisors serves high-net-worth individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm employs a combination of fundamental, technical, and cyclical analysis to construct customized model portfolios and provides ancillary services such as tax preparation and estate-document assistance for qualifying clients.

Walter Goeltz III is a financial advisor at Centaurus Financial, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Centaurus Financial since 2017, following six years at H.Beck, Inc. Outside of his advisory role, he is involved with several business entities related to tax planning and payroll services. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through a combination of discretionary and non-discretionary arrangements, employing both fundamental and technical investment analyses.

Christine Kapp is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 23 years of industry experience. She worked at The Ayco Company, L.P./Mercer Allied Company, L.P. for 18 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services advises a broad client base, including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management, integrating resources from across the Goldman Sachs ecosystem and employing advanced analytical tools and strategic allocation models.

Charles Kerprich is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and currently has one year of industry experience. His background includes roles at Goldman Sachs & Co. LLC and involvement with organizations such as Upper Dublin Parks & Recreation, Rolling Green Golf Club, and The 1912 Club. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, delivering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models and proprietary analytics across its advisory teams, leveraging the broader Goldman Sachs ecosystem to offer a wide range of services and investment solutions.

Kathleen Fox is a financial advisor with Eagle Strategies (New York Life) based in Newport Beach, CA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her prior roles include positions at Anacapa Advisors, LLC and Burke & Quick Partners, as well as periods of self-employment. Outside of her advisory work, she serves on the board of the Kappa Kappa Gamma Sorority’s Delta Gamma Chapter, overseeing financial operations, and holds an officer role with the June Lake Loop Performing Arts Association, supporting cultural and arts initiatives. Eagle Strategies serves a diverse client base including individuals, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm offers multiple program types and focuses on tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Guilherme Jubran is a financial advisor with Eagle Strategies (NY Life) based in Newport Beach, CA. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. His career background includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Shirley Quackenbush is a financial advisor with Rockefeller Capital Management, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. Her career includes roles at Merrill Lynch Pierce Fenner & Smith Inc., Bank of America, N.A., and Rockefeller Financial LLC. Rockefeller Capital Management is an enterprise firm with 157 advisors that provides wealth management and advisory services.

Adam Salman is a financial advisor with Principal Financial Services in Irvine, CA, holding Series 63 and Series 66 licenses and nine years of industry experience. His work history includes roles at Principal Life Insurance Company, NYLIFE Securities LLC, New York Life, Chase Bank, JP Morgan Chase Bank, and AJS Investments. Outside of his advisory duties, he is the sole member of SHIBA Enterprises LLC, which offers health insurance to individual and business clients. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm’s offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Troy Folk is a Certified Financial Planner® with 12 years of industry experience, currently affiliated with Independent Financial Group, LLC and StoneKimbro. He holds the CFP® and Series 66 designations and has been working with Independent Financial Group since 2013. In addition to his advisory role, he owns a tax preparation and accounting business and is a licensed notary public. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement services through a national network of advisors and utilizes multiple advisory platforms and third-party asset managers.

Steve Kuan II is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at several firms, including Bank of America, Merrill, Raymond James & Associates, BNY Mellon, Capital Group, and Starbucks before joining Creative Planning in 2026. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension plans, trusts, foundations, and corporations. The firm emphasizes a financial-planning-led investment approach that incorporates low-cost indexing and buy-and-hold strategies, supported by access to private market investments and various retirement plan services.

Brett Bonecutter is a CFP®-certified financial advisor at Hightower Advisors with four years of industry experience. He has previously worked with AKT American Capital and Emerson Equity, LLC, and is also involved with eXp Realty of Southern California, Inc. and Hybrid Agent Group, Inc. outside of his advisory role. Hightower Advisors serves a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm’s advisory approach focuses on multi-manager solutions and manager selection, utilizing both affiliated and third-party managers alongside proprietary research to offer a range of investment strategies and portfolio management services.

Emily Sang is a financial advisor with Transamerica Financial Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has held roles in various companies including tax preparation and consulting through her CPA credentials and works as an independent real estate agent with REeBROKER GROUP. Outside of advising, she is involved in real estate activities and operates several LLCs focusing on accounting, financial services, and restoration consulting. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides a combination of advisory and broker-dealer services, offering fee-based wrap programs, model portfolios, and access to third-party money managers through discretionary and non-discretionary platforms.

Jacqueline Zweig is a CFP® with 17 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 2017. Zweig is a partner at Zweig & Associates CPAs LLP, providing tax and planning services, and serves as Treasurer on the Board of Directors for the Financial Planning Association of Orange County. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering asset management, financial planning, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management, utilizing various analytical techniques and technology platforms to support its advisory services.