Frank Patzke is a CFP® professional with 48 years of experience in the financial services industry. He has been with EP Wealth Advisors since 2019 and previously held roles at FP Financial Services, Inc. and LPL Financial. Outside of his advisory work, he is involved in a real estate rental business through FSKS Properties. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and a variety of investment strategies, including fundamental, technical, and cyclical analysis, and offers ancillary services such as tax preparation and estate-document preparation for eligible clients.

Madisen Karlson is a CFP® with five years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. Her prior roles include positions at Austin Private Wealth and The Vanguard Group. Karlson is also an adjunct faculty member at Idaho State University, where she teaches financial literacy and personal finance topics. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm constructs customized model portfolios utilizing fundamental, technical, and cyclical analysis, and provides additional services including tax preparation and estate-document assistance for qualified clients.

Ayelet Bisson is a financial advisor at Transamerica Financial Advisors with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked with firms including Kestra Advisory Service and Synergy Financial. Outside her advisory roles, she has been involved in entrepreneurial ventures such as ABOS LLC and ABOB LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, operating as both a registered broker-dealer and a registered investment adviser.

Jonathan Bacon is a CFP® and Series 65-registered advisor with eight years of industry experience. He has worked at EP Wealth Advisors since 2020 and previously spent five years at Harris Financial Advisors. Outside of his advisory role, he serves as treasurer and board member of the Financial Planning Association of Los Angeles. 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, using customized model portfolios and a combination of fundamental, technical, and cyclical analysis.

Joseph Lindley is a CFP® with eight years of industry experience, currently serving at EP Wealth Advisors. He has previously worked at firms including Morgan Stanley Smith Barney LLC, Edward Jones, and LPL Financial, among others. Lindley holds a Series 66 license and is based in Torrance, CA. 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 preparation, using a combination of fundamental, technical, and cyclical analysis in constructing customized portfolios.

Garrick Gookin is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Prior to joining Centaurus in 2018, he worked at Questar Asset Management and Questar Capital Corporation from 2012 to 2018. Outside of his advisory role, he owns and operates South Placer Tax & Bookkeeping Services and manages a notary business; he also runs a seasonal service installing holiday lights for elderly clients. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, trusts, and foundations, offering financial planning, portfolio management, retirement-plan consulting, and specialized advisory services. The firm employs a blend of fundamental and technical analysis and supports both discretionary and non-discretionary investment arrangements.

Nicholas Hatfield is a CFP® with 12 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors since 2018. He previously worked at Rampart Wealth Advisors and Miceli Financial Planning. EP Wealth Advisors is a registered investment adviser that serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning, offering customized model portfolios and a variety of ancillary services such as tax preparation and estate-document preparation for clients meeting certain asset thresholds.

Anca Barbat is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and also has involvement with Destiny Builders 9, LLC since 2016. Transamerica Financial Advisors serves individual investors, institutions, and high-net-worth clients through a combination of advisory and broker-dealer services, offering proprietary and third-party investment models with both discretionary and non-discretionary program options.

Anissa Attard is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2012. Outside of her advisory role, she is involved in coaching mindset programs through Strong Confident Living and owns Integrite Insurance Group, which sells group benefits. Centaurus Financial, Inc. serves 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, employing both discretionary and non-discretionary arrangements with a variety of analytical approaches.

Nathan Peters is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 20 years of industry experience. He has held roles at multiple firms including Peters Investment Management, Inc., Npb Financial Group, LLC, and David J. Peters Financial Services Inc. Outside of advisory work, Peters serves as president of David J. Peters Insurance Services, focusing on life, health, disability insurance, and annuities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base that includes individuals, families, businesses, trusts, and foundations. The firm delivers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized services such as advisory management of annuity and variable life sub-accounts, employing a combination of fundamental and technical analysis.

Kathy Gardner is a financial advisor with Transamerica Financial Advisors in Torrance, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and has a background in real estate brokerage dating back to 1993. Gardner is also involved in property management through ownership and management roles in multiple LLCs. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations. The firm offers a mix of advisory and broker-dealer services with access to proprietary and third-party model portfolios, providing both discretionary and non-discretionary investment options.

Jonathan Van Dijk is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Bank of America, N.A., and Merrill. He is based in Los Angeles, CA. Citigroup Global Markets serves individual and institutional clients across multiple 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 through both discretionary and non-discretionary programs and maintains large institutional scale combined with specialized market roles.

Dierra Bean is a financial advisor with Transamerica Financial Advisors in Torrance, CA, holding Series 63 and Series 65 credentials and 23 years of industry experience. She has held various roles outside of traditional advisory work, including managing short-term rental leases, working as a Medicare representative, and providing supplemental health insurance benefits through Champion Health, Inc. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios alongside commission-based insurance and brokerage products.

Na Li is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds the Series 66 designation and has worked at Citigroup since 2019, including a prior role at Citibank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and involvement in derivatives and futures services.

Sean Burr is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 11 years of industry experience. He has been with Centaurus Financial since 2015. Outside of his advisory role, he owns and operates a direct clothing sales business and serves as an assistant manager at a client-services firm. 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 and portfolio management through its CLASSIC Plus platform, employing both discretionary and non-discretionary approaches with a mix of fundamental and technical analysis.

Joo Kyung Lee is a financial advisor at TLG Advisors, Inc. with eight years of industry experience. Lee holds Series 63 and Series 65 credentials and has worked at firms including The Leaders Group Inc, Ameritas Advisory Services, and The Prudential Insurance Company of America. Outside of investment advisory roles, Lee is involved as a Medicare agent assisting seniors with Medicare insurance enrollment. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering portfolio management, financial and estate planning, and ERISA fiduciary services. Its investment approach includes fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program that allocates clients into passive, active, or blended fund portfolios reviewed quarterly.

Victoria Wang is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. Her prior work includes ten years at First Financial Equity Corporation and roles at LPL Financial LLC and Mariner Independent Advisor Network, LLC. She serves as Treasurer on the board of Soroptimist International of Long Beach. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, utilizing multiple investment strategies and technology platforms to implement advice, often through third-party managers and TAMPs.

Dev Maheshwari is a Series 66-licensed financial advisor at Citigroup Global Markets with one year of industry experience. He joined the firm in 2026 following his studies at the University of Southern California. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm combines large institutional scale with distinctive market roles, including in-house research and security pricing, and implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Analuisa Mercado is a CFP® with eight years of industry experience, currently serving as a financial advisor at EP Wealth Advisors in Torrance, CA. She has been with EP Wealth Advisors in various capacities since 2011. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning. The firm employs a customized approach using fundamental, technical, and cyclical analysis, and provides additional services such as tax preparation and estate-document facilitation for qualified clients.

Jacob Shuman is a financial advisor at EP Wealth Advisors with a Series 65 credential and three years of industry experience. His prior roles include positions at Citizens Bank, Eastspring Investments, and the PGA Tour. 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 access, employing customized model portfolios and a range of investment strategies.