Alexander Ray is a financial advisor at Creative Planning with nine years of industry experience. He holds the CFP® designation and has worked at firms including Goldman Sachs, Morgan Stanley, and JP Morgan Chase. Creative Planning provides wealth management and financial planning services to a diverse range of clients, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing over $295 billion in client assets across more than 1,100 advisors.

William Beeler is a financial advisor with NewEdge Advisors, holding a Series 63 designation and 28 years of industry experience. Prior to joining NewEdge Advisors in 2024, he spent 19 years with Regal Wealth Group Inc. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of services such as portfolio management, financial planning, retirement plan consulting, and access to third-party advisory programs, utilizing multiple program structures and technology tools to support advisors and clients.

Jason Depetris is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding CFP® and Series 63 credentials with 15 years of industry experience. He has been affiliated with New York Life and its related entities since 2010 and currently operates under his own business names, including Blue Cedar Financial and Insurance Solutions and Be Here Now Insurance and Financial Services. Outside of advising, he is a published fiction writer working with a publisher on short stories and potentially a novel. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and specializes in non-discretionary asset management, working extensively with defined contribution and defined benefit plans within an integrated New York Life affiliate structure.

Jose Lopez is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with EP Wealth Advisors and previously worked at Wilson Financial Advisors and JP Morgan Chase & Co. He also has an academic background from Cal State University Fullerton. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans. The firm offers wealth management, financial planning, and ancillary services including tax preparation and estate-document preparation for qualified clients, utilizing customized portfolios with diverse analytical approaches and ongoing monitoring.

Dennis Mollison is a financial advisor with OSAIC Institutions, Inc. He holds a Series 66 designation and has 22 years of industry experience. His prior work includes roles at Infinex Investments, Inc., SchoolsFirst Federal Credit Union, CUNA Brokerage Services, Inc., and Equitable Advisors. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and utilizing independent third-party promoters and co-advisory arrangements.

Matthew Patterson is a financial advisor at NewEdge Advisors with Series 63 and Series 65 licenses. He joined NewEdge Advisors in 2025 and previously worked at Ignition Creative LLC for nine years and Team Whistle for three years. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Jonathon Matson is a financial advisor at EP Wealth Advisors with 19 years of industry experience. He holds the Series 63 and Series 65 registrations. His prior experience includes roles at REDW Wealth LLC and CUNA Brokerage Services, Inc. EP Wealth Advisors serves individual, corporate, and retirement plan clients, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and a variety of investment analyses, and it provides ancillary services such as tax preparation and estate-document preparation for eligible clients.

Angela Horvat is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. She has worked with Diversified Investors Securities Corporation since 2006 and with Diversified Investment Advisors since 2004. Outside of finance, she owns and operates The Dancing Broom, LLC, a residential and commercial cleaning service. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education focused on asset allocation and retirement planning. The firm leverages Morningstar Investment Management’s proprietary tools and manages a large client base primarily through non-discretionary assets.

Corbin Coursey is a CFP® with seven years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. He previously worked at Clearview Wealth Advisors and has held roles at Versant Capital Management and Equity Methods. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document assistance. The firm uses customized model portfolios with a variety of investment strategies and provides ERISA plan services including participant education and fiduciary management.

Giorgina Mei Nguyen is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. Her prior roles include positions at Global Retirement Partners, LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning services, employing a range of investment strategies including fundamental, technical, and cyclical analysis, as well as recommendations of alternative investments and third-party managers.

Barbara Walker is a financial advisor with TLG Advisors, Inc. She holds a Series 65 designation and has 18 years of industry experience. Her prior work includes roles at Senior Retirement Solutions and Blg Financial and Insurance Services Corporation. Outside of her advisory work, she is involved in online course creation through BOSS DOC ONLINE and serves as a board member of Premier Marketing Resources Corp., a trucking company. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

Albert Martinez is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and 20 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is also involved in several non-investment ventures, including proprietary medical software support at Tower Systems, Inc., and managing digital marketing and social media for Enlace Digital Media and Nessie Media Group. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers to implement its advisory services, supported by an extensive advisor network and multiple program platforms.

Joseph Crossan is a financial advisor at EP Wealth Advisors with 40 years of industry experience. He holds the CFP® designation and Series 63 license. His prior experience includes nearly two decades at Financial West Group and 30 years at NBS Financial Services, Inc. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by providing wealth management, financial planning, and ancillary services such as tax preparation and estate-document assistance. The firm uses customized model portfolios and a variety of investment strategies, including fundamental, technical, and cyclical analysis, along with alternative investments and private fund recommendations.

Clifton Morton is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 designations and 26 years of industry experience. His prior work includes positions at several Cetera firms, Summit Brokerage Services, National Planning Corporation, and Grove Point Investments. He is based in San Pedro, CA. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm utilizes both firm- and third-party models for portfolio management and offers a range of services including financial planning and retirement plan services.

Josefina Hernandez is a financial advisor at Principal Financial Services with 24 years of industry experience. She holds a Series 66 designation and previously worked for CETERA Advisor Networks LLC for 20 years before joining Principal in 2022. Hernandez is a co-founder and treasurer of The Friendship Factor, a nonprofit supporting children with neurodiverse differences. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Jennifer Li is a CERTIFIED FINANCIAL PLANNER™ at EP Wealth Advisors with 10 years of industry experience. She has worked exclusively with EP Wealth Advisors since 2015. 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, using a variety of analytical approaches and investment strategies to create customized portfolios and provide ongoing monitoring.

Felix Yue is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. His prior work includes roles at Wells Fargo Bank and Best Buy. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and futures commission merchant activities.

Geniffer Takacs is a CFA® charterholder with 14 years of industry experience. She has been with EP Wealth Advisors since 2016, serving in various roles within the firm. EP Wealth Advisors is a registered investment adviser that serves high-net-worth 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 for qualifying clients, using a combination of fundamental, technical, and cyclical analysis along with third-party manager recommendations.

Ryan Malone is a financial advisor at EP Wealth Advisors with six years of industry experience. He holds a Series 65 designation and previously worked at Buffington Mohr McNeal and U.S. Bank. 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 customized model portfolios and a variety of analytical approaches, including fundamental, technical, and cyclical analysis.

Patrick Duignan is a financial advisor with Money Concepts Capital Corp in Brea, CA, holding a Series 66 designation and bringing 15 years of industry experience. He has been with Money Concepts Capital Corp since 2010. Outside of his advisory role, Duignan is the owner of NorthPoint Tax, Wealth & Business Advisory, LLP, a tax preparation and business consulting firm. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage assets and offer a range of managed programs and account structures.