Louis Odette IV is a CFA® charterholder with 13 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2026. His prior experience includes roles at Opes Wealth Management, Landed Inc., and CitiGroup Global Markets. 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 emphasizes customized model portfolios with ongoing monitoring and utilizes a mix of analytical approaches alongside alternative investments and third-party manager recommendations.

David Selleck is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 20 years of industry experience. He has been with Commonwealth since 2016. Outside of his advisory role, he is the sole owner of The Selleck Group, LLC, a personal business entity not related to investment activities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operations, technology, investment management, and compliance support to affiliated advisors who deliver personalized financial advice.

Shaojin Guo is a financial advisor at Equity Services, Inc. (ESI Financial Advisors) based in Irvine, CA. He holds Series 63 and Series 65 licenses and has been in the industry since 2026, with prior experience at National Life Group and Morgan Stanley. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms incorporating third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Yulyus Medina is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, combining large institutional scale with specialized market roles.

Trevor Bauman is a financial advisor with Goldman Sachs Wealth Services based in Newport Beach, CA. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Ayco, a Goldman Sachs company, and several other firms where he gained diverse professional experience. Goldman Sachs Wealth Services provides comprehensive financial planning and portfolio management to a wide range of clients, including individual investors, executives, plan sponsors, and institutions. The firm integrates strategic investment models and proprietary research within the broader Goldman Sachs ecosystem to deliver tailored wealth management solutions.

David Askew is a CFP® and ChFC® credentialed advisor at Mercer Global Advisors Inc. in Newport Beach, CA, with 21 years of industry experience. He has been with Mercer since 2016 in various capacities and also teaches a finance class at California State University, Fullerton. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, with a range of implementation options including ETFs, mutual funds, and direct indexing.

Dallin Cutler is a CFP®-credentialed financial advisor with 11 years of industry experience. He is currently with EP Wealth Advisors in Torrance, CA, where he has worked since 2020. Prior to that, he was affiliated with The Insight Group Insurance Agency, Financial Insight Center, and Allegis Financial Partners. EP Wealth Advisors serves 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 for qualified clients, utilizing a combination of fundamental, technical, and cyclical investment analyses.

Kathleen Connors is a CFP® professional with five years of experience in financial advising. She is currently with EP Wealth Advisors and has previously worked at Better Money Decisions, Envision Wealth Planning Inc., TriLumina Corporation, and CFV Solar Test Laboratory. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate clients, and retirement plans. The firm offers customized wealth management, discretionary portfolio management, and financial planning services alongside ancillary offerings such as tax preparation and estate-document preparation for qualified clients.

Jesse Castillo is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Goldman Sachs & Co. LLC and positions in university recreation and hospitality. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, providing financial planning and portfolio management alongside specialized offerings such as Private Family Office and Executive Wealth programs. The firm leverages strategic allocation models, manager selections, and a range of fee arrangements, integrating capabilities across the broader Goldman Sachs ecosystem.

Adina Coca is a financial advisor at Transamerica Financial Advisors with 14 years of industry experience. She holds a Series 65 designation and has worked at Transamerica since 2012. In addition to her advisory role, she owns and operates B & C Tax Service, providing tax preparation and audit services since 1995. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, combining proprietary and third-party investment models with discretionary and non-discretionary program options.

Justin Moreci is a financial advisor with EP Wealth Advisors in Torrance, CA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Mariner, Lido Advisors, Morgan Stanley Smith Barney, Bank of America, Merrill, and UBS Financial Services. 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 services, utilizing a blend of fundamental, technical, and cyclical analysis along with alternative investment options to create customized portfolios.

Jeffrey Yau is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including LPL Financial, Fidelity Investments, Morgan Stanley, and Charles Schwab. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as individual IRA and retail brokerage clients, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Brian Hammer is a financial advisor at Oppenheimer with 31 years of industry experience. He has been with Oppenheimer since 2005 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Board of Governors for City of Hope Hospital and acts as secretary for his homeowners association. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, emphasizing strategic asset allocation and investment management tailored to client objectives.

Justin Frio is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 designation and based in Newport Beach, CA. He has one year of experience at Beacon Pointe Advisors and previously worked for Bank of New York Mellon for four years. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base including individuals, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Nicholas Costas is a financial advisor at EP Wealth Advisors with three years of industry experience. He holds a Series 65 designation and has worked previously at One Capital Management, LLC and Logix Federal Credit Union. 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 including tax preparation and estate-document facilitation for qualifying clients.

Paul Duncan is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at Securities America Advisors and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as president of a youth football organization. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, utilizing a manager-focused investment approach with both active and passive strategies. The firm sponsors proprietary investment vehicles and serves as an operating general partner for multiple private funds.

William Tran is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and previously worked at Principal Financial Group for five years. Tran has also pursued graduate education at the University of Southern California. Goldman Sachs Wealth Services serves a broad client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management solutions, integrating resources from across the Goldman Sachs ecosystem.

Jaron Gardiner is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has worked at EP Wealth Advisors since 2021 and previously spent five years with NewFocus Financial Group, LLC. Outside of his advisory role, Gardiner serves as an adjunct college professor at Clark College, teaching online or evening courses. 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 a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and provides additional services such as tax preparation and estate-document assistance for qualifying clients.

Jon Moore is a CFP® and holds a Series 65 license, working with EP Wealth Advisors in Torrance, CA. He has 29 years of industry experience, including 11 years at EP Wealth 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 provides wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualified clients, using customized model portfolios and a variety of investment strategies.

Jonathan Ayache is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individuals, high-net-worth households, corporations, and institutional clients. The firm offers tailored services such as executive wealth management, personal wealth, private family office support, and retirement plan education, leveraging centralized investment resources and a range of affiliated and unaffiliated managers.