Nicholas Burton is a Series 65-licensed financial advisor at EP Wealth Advisors with one year of industry experience. His prior work includes roles at Camelback Strategy Group and Scion, as well as positions in academic settings at Texas Tech University. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans by providing wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and a combination of fundamental, technical, and cyclical analysis, alongside alternative investment options and third-party manager recommendations.

Tyson Tate is a financial advisor with EP Wealth Advisors in Torrance, CA, holding a Series 65 designation and three years of industry experience. Prior to joining EP Wealth Advisors, he worked at Costco Wholesale and Brick Oven Restaurants. 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 with fundamental, technical, and cyclical analysis and provides ancillary services such as tax preparation and estate-document preparation for qualified clients.

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 San Diego, CA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company. Before entering the financial industry, he worked at Rantec Power Systems and Purlieu Landscape Design + Build. 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 through a suitability-driven process, employing a range of investment vehicles and third-party managers, while providing additional services such as tax preparation and estate-document facilitation.

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.

Ryan Munroe is a CFP® professional with 12 years of experience in the financial services industry. He has worked at several firms including Creative Planning, Reilly Financial Advisors, Versant Capital Management, JPMorgan Securities, Janus, and TIAA-CREF. He is currently with Creative Planning in San Diego, CA. 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, supported by a large advisory team and centralized investment infrastructure.

Jeffrey Holben is a financial advisor at EP Wealth Advisors with 19 years of industry experience. He holds a Series 65 designation and previously led The Holben Group, LLC for nearly two decades. Outside of his advisory role, he manages ranching and property management businesses. EP Wealth Advisors is a fee-only independent firm serving individuals, charities, corporations, trusts, and retirement plans with discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document facilitation. The firm employs a suitability-driven process and offers a range of investment options, fiduciary ERISA services, and participant education for defined contribution plans.

Austin Seifert is a CFP®-credentialed financial advisor with five years of industry experience. He is currently with EP Wealth Advisors and has previously worked at Thompson Wealth Management, Harbour Investments, Beacon Pointe Advisors, and Transform Wealth. 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, utilizing customized portfolios and a mix of fundamental, technical, and cyclical analysis.

Gary Hutto is a financial advisor with GWN Securities Inc. in Orange, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Millennium Advisory Group, LLC since 2008 and has been associated with GWN Securities and Hutto/Dean & Co for over two decades and three decades respectively. Outside of his advisory roles, he provides fixed annuities to select clients. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm features a broad network of approximately 423 advisors and manages about $3.65 billion across 37,000 client accounts, offering a range of investment programs that include traditional asset allocation and legacy momentum-based 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® professional with nine years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2024, following prior roles at Financial Engines Advisors L.L.C. and Herrmann & Cooke. 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 preparation for qualified clients. The firm employs a customized investment approach utilizing fundamental, technical, and cyclical analysis, alongside options and alternative investments when suitable.

Allan Horner is a financial advisor at EP Wealth Advisors with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Criterion Capital Advisors and Wells Fargo Advisors Financial Network. 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, managing roughly $35.57 billion in assets across approximately 14,094 clients.

Steven Jackson Jr. is a CFP® with 19 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2013. He is a member of the board of directors for the Estate Planning Council of San Gabriel Valley. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, and charitable organizations, with a focus on fiduciary standards and a variety of specialized financial planning and wealth management programs.

Tyler Polson is a CFP® professional with 23 years of experience in the financial industry. He currently works at &PARTNERS, having joined the firm in 2025 after eight years at Wells Fargo Advisors and eight years at Bank of America. He serves on the investment committee for the South Coast Botanic Garden Board. &PARTNERS serves a diverse range of clients including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, employing a combination of proprietary and third-party strategies across fundamental, technical, and quantitative analysis.

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 two years of industry experience. He holds a Series 65 designation and has worked previously at Litman Gregory Wealth Management and the University of Redlands. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm provides discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation.

Edward Zwickl is associated with Centaurus Financial, Inc. and holds the Series 66 designation. He has no prior industry experience. Outside of his professional affiliations, he has been involved with Crossline Community Church since 2017. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base that includes 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 services such as advisory management of annuity and variable life sub-accounts.

Osvaldo Cavazos is a financial advisor with First Command Advisory Services holding Series 65 and Series 63 licenses. He has one year of industry experience, previously working at First Command Insurance Services, Inc., and USCIS for 18 years. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios and third-party manager selections.