William Chan is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Citigroup since 2011. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains in-house research, operating at a large institutional scale with specialized market roles.

Evan Kress is a financial advisor at Principal Financial Services with seven years of industry experience. He holds a Series 66 designation and has previously worked at OneDigital Investment Advisors and Retirement Benefits Group. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. 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.

John Barbrick is a financial advisor at EP Wealth Advisors with 21 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Private Client Services LLC, Executive Wealth Management, and Invest Financial Corp. 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, providing customized investment solutions with ongoing monitoring and rebalancing.

Joseph Eiguren is a financial advisor with EP Wealth Advisors in Torrance, CA, holding a Series 65 license and six years of industry experience. Prior to joining EP Wealth Advisors in 2025, he worked at Buffington Mohr McNeal for five years and Tolsma USA for four years. Outside of his advisory role, Eiguren serves as the team treasurer for his daughter's competitive soccer team in Boise, Idaho. EP Wealth Advisors is a registered investment adviser serving 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, utilizing customized portfolios and various analytical techniques combined with monitoring and rebalancing.

Djeneba Ouattara is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. Her work history includes roles at Netlaw-LIVING TRUST, CULA, Concorde Education, and educational organizations such as High Impact Education/Tutor Me Education and NETXGEN Teachers LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm combines advisory and broker-dealer services, offering proprietary and third-party investment models with discretionary and non-discretionary management options.

Adrian Larson is a financial advisor at EP Wealth Advisors with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Pathlight Investors, LLC for 10 years before joining EP Wealth Advisors in 2019. EP Wealth Advisors serves 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. Their investment approach includes customized model portfolios using fundamental, technical, and cyclical analysis, with options for short-term trading, alternative investments, and private funds.

Kenneth Earwood is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Parkland Securities for nine years and has been president of Titan Financial & Insurance Solutions, Inc., an insurance sales and services firm, since 2004. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm utilizes a platform-centered approach combining model portfolios managed internally, by third parties, and by advisors, offering a range of services from financial planning to discretionary asset management.

Eric Nikssarian is a CFP® professional with 10 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2019, and previously held roles at Ameriprise Financial Services and Luvo Wealth Advisors. EP Wealth Advisors serves individual, corporate, and retirement plan clients, offering wealth management, discretionary portfolio management, and financial planning services. The firm employs a combination of fundamental, technical, and cyclical analysis in portfolio construction and provides additional services such as tax preparation and estate-document preparation for qualifying clients.

Nhung Dang is a CFA® charterholder and financial advisor at EP Wealth Advisors with five years of industry experience. Prior to joining EP Wealth Advisors in 2025, she held positions at Buffington Mohr McNeal and JP Morgan Chase Bank, including an international role at JPMCB NA-London Branch. EP Wealth Advisors serves individual, corporate, and retirement plan clients with wealth management, discretionary portfolio management, and financial planning services. The firm offers customized model portfolios incorporating fundamental, technical, and cyclical analyses alongside access to tax preparation and estate-document services for qualifying clients.

Giovanni Beltran is a financial advisor at EP Wealth Advisors with a Series 65 designation and two years of industry experience. Prior to joining EP Wealth Advisors in 2022, he worked at Uber for seven years and has been involved with Good Entertainment Only since 2010. EP Wealth Advisors serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm employs a mix of fundamental, technical, and cyclical analysis to construct customized model portfolios and provides ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Bruce Mohr is a financial advisor at EP Wealth Advisors with 28 years of industry experience. He holds a Series 65 designation and previously spent 27 years at Buffington Mohr Mcneal. Mohr serves as Chair of the Boise State University Foundation Board, overseeing board meetings and supervising the Foundation CEO. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm offers wealth management, financial planning, discretionary portfolio management, and ancillary services, using customized model portfolios and a range of investment strategies.

Steven Patzke is a CFP® certificant with three years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. Prior to this role, he worked at LPL Financial, Responsible Investment Group, and Goodworth Wealth Management. He serves on the board of Bickerdike Redevelopment Corporation, an affordable income housing developer. EP Wealth Advisors is a registered investment adviser that provides wealth management, discretionary portfolio management, and financial planning services to individuals, corporate clients, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis and offers access to tax preparation and estate-document services for clients meeting certain thresholds.

Grady Camps is a CFP® practitioner with five years of experience in financial advising. He is currently with EP Wealth Advisors and previously held roles at Lido Advisors, Sanford C. Bernstein & Co., and PlanMember Securities. Camps has experience across multiple sectors including finance and retail. EP Wealth Advisors is a registered investment adviser serving individual, corporate, and retirement plan clients. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation, utilizing customized model portfolios and various investment strategies.

Kristen Perez is a CFP® with 13 years of industry experience. She has worked at EP Wealth Advisors since 2020 and previously worked at Harris Financial Advisors, Inc. from 2016 to 2020. EP Wealth Advisors is a registered investment adviser serving individuals, corporate 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 model portfolios and provides additional services such as tax preparation and estate-document facilitation for qualifying clients.

Terrance Chen is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 credentials and four years of industry experience. He has held positions at several firms including HSBC Securities, HSBC Bank USA, ICBC (USA), and Cetera Investment Services. Citigroup Global Markets Inc. serves individual and institutional clients across a range of 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 derivatives services.

Kathryn Costas is a Series 66-licensed financial advisor with 13 years of industry experience. She has worked at EP Wealth Advisors since 2020 and previously held roles at FMB Retirement Services and FMB Wealth Management from 2015 to 2020. EP Wealth Advisors serves individuals, corporate clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and a variety of analytical approaches, while also offering tax preparation and estate-document services for clients meeting certain asset thresholds.

Benjamin Fife is a financial advisor at EP Wealth Advisors with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade Inc., Charles Schwab Bank, and Charles Schwab during his career spanning from 1994 to 2024. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm employs a combination of fundamental, technical, and cyclical analysis, as well as alternative investment options, to construct customized portfolios.

Nathaniel Velasco is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 63 designation and has been with Wells Fargo in various capacities since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from the Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Christopher Caira is a financial advisor with MassMutual Investors Services in Los Alamitos, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with MML Investors Services and MassMutual Life Insurance Company since 2003. Outside of his advisory role, he is a co-owner of rental property businesses with his brother. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning and offering a variety of investment and insurance solutions.

Rozina Rupani is a financial advisor at Ameriprise with 13 years of industry experience. She holds the Series 66 designation and has worked at multiple firms including U.S. Bancorp Investments, LPL Financial, and Kinecta Financial & Insurance Services. Rupani also has outside employment as a registered client associate with Kinecta Federal Credit Union. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, using a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax-efficient strategies and asset management within Ameriprise accounts.