Seiko Kuribayashi is a financial advisor at Independent Financial Group, LLC, holding a Series 66 designation with industry experience beginning in 2022. Prior to joining Independent Financial Group in 2026, she worked at Sumitomo Mitsui Banking Corporation from 2014 to 2022. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services through multiple platforms, combining in-house and third-party model portfolios while operating as both a registered investment adviser and active broker-dealer.

Jack Curran is a financial advisor at EP Wealth Advisors with seven years of industry experience. He holds the Series 66 designation and previously worked at Eaton Vance Management and Eaton Vance Distributors, Inc. before joining EP Wealth Advisors in 2021. EP Wealth Advisors serves individuals, including high-net-worth clients, 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 mix of fundamental, technical, and cyclical analysis to construct customized portfolios, and provides ongoing monitoring and rebalancing, including recommendations of third-party managers and ERISA plan services.

Massimigliano Sasso is a financial advisor at Capital Group Private Client Services, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked previously at Capital Bank & Trust Company and City National Rochdale. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with a minimum of $5 million in managed assets. The firm employs a fundamental research-driven investment process with a long-term horizon and utilizes a multi-manager approach through affiliated pooled funds and separately managed account programs.

Dale Kang is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Capital Group Private Client Services, Inc. He has previous experience at Capital Bank & Trust Company and is also a partner at N10 Dance Studios, where he manages finances and customer service. Capital Group Private Client Services, Inc. provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach focused on fundamental research and long-term investment horizons.

Malcolm Roane is a financial advisor with OSAIC Institutions, INC. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. His prior roles include positions at Infinex Investments, Inc., LPL Financial, and Financial Partner Credit Union. Outside of his advisory work, he is involved with AmerEstate Legal Plan, Inc., providing referrals for living trusts and wills. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans through customized advisory and brokerage services. The firm offers a range of solutions including financial planning, ERISA plan services, access to alternative investments, and lending and cash-management options, with a notable emphasis on predominantly non-discretionary assets.

Laura Knolle is a CFP® professional with 17 years of experience in financial advising. She has been with EP Wealth Advisors since 2016. 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, employing a suitability-driven process and a range of investment options.

Kari Pel is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 licenses. She has 26 years of industry experience and has worked with United Planners since 2003. In addition to her advisory role, she owns Pel & Associates, a tax preparation, accounting, and bookkeeping firm. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, offering a mix of fee-based and commission-based financial planning, portfolio management, and brokerage solutions.

Allison Donecker is a financial advisor at Centaurus Financial, Inc. with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2014. Outside of her advisory role, she serves as President of Your Family Bank, a business focused on using whole life insurance strategies to help clients eliminate debt. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, and specialized services such as retirement-plan consulting and annuity account management, employing both discretionary and non-discretionary approaches.

Richard Unser is a financial advisor at Creative Planning with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Lockton Financial Advisors, LLC, Lockton Companies, LLC, and Lockton Investment Advisors, LLC from 2007 to 2021. Outside of his advisory role, he hosts the educational podcast "401(K) Fridays" and contributes blog posts to Forbes.com. 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 that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and direct indexing.

Mark Duvall is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. His prior experience includes eight years at Opes Wealth Management and over a decade with Opes Advisors and its related divisions. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios and a variety of investment strategies including fundamental, technical, and cyclical analysis.

Hiroto Hayashi is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2014. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including derivatives and futures services.

Fernando Reyes is a CFP®, ChFC®, and Series 66-licensed advisor with 12 years of industry experience. He has worked at EP Wealth Advisors since 2019 and was previously with City National Bank from 2011 to 2019. He is based in Torrance, CA. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm uses a suitability-driven process to manage portfolios and offers services including discretionary portfolio management, financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Brooke Bodner is a financial advisor at Private Advisor Group, LLC with 12 years of industry experience. She holds a Series 66 designation and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Brooke is currently affiliated with LPL Financial. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through both discretionary and non-discretionary programs. The firm provides access to multiple asset managers and model portfolios supported by major strategists such as Fidelity, BlackRock, and Goldman Sachs.

Adam Heapy is an advisor at NewEdge Advisors with a Series 65 credential and less than one year of industry experience. His prior work includes roles outside the financial sector, such as managing Acapulco Mexican Restaurant and Bar and positions in the automotive and food service industries. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting.

Scott Freeman is a Certified Financial Planner (CFP®) with 18 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2025. His previous experience includes seven years at Criterion Capital Advisors LLC and three years at Wells Fargo Advisors. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by providing wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualified clients. The firm uses customized model portfolios and a range of analytical approaches, including fundamental, technical, and cyclical analysis, and offers ERISA plan fiduciary services.

Richard Means is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 63 designation and over 43 years of industry experience. Prior to joining Centaurus Financial in 2019, he worked at Hornor, Townsend & Kent, Inc. and Penn Mutual Life Insurance Company for more than four decades. In addition to his advisory role, he serves as President of CRMA Insurance & Financial Services, focusing on fixed insurance products, and provides financial review services for Anaheim Rod & Custom, Inc. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and institutions, offering financial planning, portfolio management, and retirement-plan consulting through a variety of discretionary and non-discretionary arrangements. The firm employs a range of investment analyses and supports specialized services such as advisory management of annuity and variable life sub-accounts.

Cam Liang is a Certified Financial Planner® at Transamerica Financial Advisors with nine years of industry experience. He has held roles at firms including Jack Schroeder & Associates and LSPN Pro LLC, and he also assists clients with Medicare and health insurance enrollment. Additionally, he acts as a referral partner for estate planning services through LSPN Pro LLC. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services such as fee-based wrap programs, model portfolios, and access to third-party money managers. The firm operates as both a registered broker-dealer and a registered investment adviser and provides a range of discretionary and non-discretionary investment programs.

Anthony George is a financial advisor with D.A. Davidson & Co., holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with D.A. Davidson since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers fiduciary-standard advisory services, comprehensive financial planning, and specialized wealth management programs, with a distinctive involvement in municipal advisory and underwriting activities.

Seyed Ahmad Hashemian is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has been with Centaurus Financial since 2009 and has operated Capital Aspects since 1987. Outside of his advisory work, he serves on the board of the Brookhollow Office Park Association. 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, portfolio management through its CLASSIC Plus platform, and retirement-plan consulting, using a combination of fundamental and technical analysis across discretionary and non-discretionary arrangements.

Peyton Ewing is a financial advisor at EP Wealth Advisors in Torrance, CA, holding a Series 65 credential. Ewing has been with EP Wealth Advisors since 2025 and has prior experience at West Coast Fire and Water, the City of Ukiah, and Aqua Products. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by 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.