Connor Bernal is a financial advisor at EP Wealth Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Magnit and LinkedIn. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services including tax preparation and estate-document preparation for eligible clients. They utilize customized model portfolios with fundamental, technical, and cyclical analysis, and provide services such as third-party manager recommendations and ERISA plan fiduciary support.

Adam Kulesza is a financial advisor at EP Wealth Advisors with 22 years of industry experience. He holds CFP®, ChFC®, and Series 66 designations and has worked at several firms, including Executive Wealth Management and Private Client Services. Kulesza is also involved as an owner and president of EZC Financial Services Company and Executive Capital Management, which oversees multiple affiliated entities. 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 assistance. The firm uses customized model portfolios with a variety of investment strategies and provides fiduciary services for ERISA plans.

Peter De Martino is a financial advisor with Wealth Enhancement Advisory Services, LLC in Los Angeles, CA. He holds Series 63, Series 65, and Series 66 licenses and has 22 years of industry experience. His prior roles include positions at Morgan Stanley and Retirement Planners of America. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment process that blends passive and active managers overseen by an internal Investment Committee.

Paul Huddle is a financial advisor with Independent Financial Group, LLC, holding Series 65 and Series 63 licenses and bringing 32 years of industry experience. He has maintained roles with multiple firms, including Ps Financial Group since 1995 and Everbank from 2005 to 2017. Outside of advising, Huddle owns and provides consulting services through PS Huddle Construction and offers notary services through his own business. He also serves as a board member for the HOA at Lofts on 4th. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs a combination of firm- and third-party investment models and portfolio management strategies, integrating both passive and active investment exposures tailored to client risk profiles.

Diana Law is a CFP®-certified financial advisor with 16 years of industry experience. She is currently with Empower Advisory Group and has previously worked at GWFS Equities, Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, and Fidelity Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Jefferson Davenport is a CFA® charterholder with over 10 years of industry experience. He currently serves as a financial advisor at EP Wealth Advisors, having joined the firm in 2024 after nine years at CornerCap Investment Counsel. EP Wealth Advisors is a registered investment adviser that offers wealth management, discretionary portfolio management, financial planning, and ancillary services to individuals, corporate clients, and retirement plans. The firm utilizes a variety of analytical techniques and manages customized portfolios, including recommendations of third‑party managers and ERISA plan services.

Alina Narr is a CFP® and holds a Series 65 license with nine years of industry experience. She has been with EP Wealth Advisors in Torrance, CA since 2015. 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 such as tax preparation and estate-document preparation for eligible clients, offering customized model portfolios and ongoing monitoring using a mix of analytical approaches and various investment strategies.

Clinton Demming is a financial advisor with EP Wealth Advisors, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has previously worked at Foresters Equity Services and The Holben Group, LLC, where he is also involved in property management. 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 range of investment strategies including fundamental, technical, and cyclical analysis.

Ryan Krantz is a financial advisor at EP Wealth Advisors with a Series 65 credential and nine years of industry experience. He previously worked at The Insight Group, Inc. and Financial Insight Center. Outside of finance, he has been employed as a cashier at Old Mill Golf Course for over a decade. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, financial planning, discretionary portfolio management, and ancillary services such as tax preparation and estate-document preparation, using customized model portfolios and various investment strategies.

Sean Rourke is a financial advisor with Capital Group Private Client Services, Inc., holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His prior roles include positions at Bank of New York Mellon Corp. and City National Bank. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Lucas Karasch is a CFP® with 14 years of industry experience, currently serving as an advisor at EP Wealth Advisors. He previously worked at Ameriprise Financial Services, Inc. and is an investment committee member for The Cambridge School. 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, utilizing customized model portfolios and a range of investment strategies including fundamental, technical, and cyclical analysis.

Brian Wilde is a CFP® with 15 years of industry experience. He has worked at EP Wealth Advisors since 2020, following roles at the Financial Insight Center and OneAmerica Securities. 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 and discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for eligible clients.

John Keenan is a financial advisor with GWN Securities Inc. in Torrance, CA, holding Series 63 and Series 65 licenses and with 38 years of industry experience. He has been with GWN Securities since 2010 and also serves as Senior Vice President at Keenan & Associates, a firm he has been affiliated with since 1983. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm operates a large network of approximately 423 advisors and manages around $3.65 billion across more than 37,000 client accounts.

Andrew Thomas is a CFP® and holds a Series 65 license, with 15 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2023, following 13 years at Thomas Financial Advisors LLC. Outside of finance, he is a managing member of a closely held liquor store in Fort Collins, Colorado. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, financial planning, discretionary portfolio management, and ancillary services, utilizing customized model portfolios with a mix of fundamental, technical, and cyclical analysis.

Alexander Gordon is a financial advisor at Mesirow Financial Investment Management, Inc. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at LPL Financial and Brown Wealth Management. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, pension and profit-sharing plans, government entities, charitable organizations, and other institutional clients. The firm integrates third-party managers and proprietary private investment products within diversified portfolios, applying both quantitative and qualitative due diligence across various asset classes.

Ariel Da Silva is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked with Oakwood Capital Management and its division ACORN DIGITAL WEALTH before joining Wealth Enhancement Advisory Services in 2021. Based in Los Angeles, CA, his career spans roles at multiple firms within the wealth management sector. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers comprehensive financial planning and asset management services, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Phong Luu is a CFA® charterholder based in Los Angeles, CA, with four years of industry experience. He currently works at Cerity Partners LLC, where he has been employed since 2022. Prior to this, he spent 16 years at Covington Capital Management. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset-allocation, manager selection, and quantitative screening alongside third-party managers and individual securities, and offers multiple private-markets investment programs and affiliated consulting and insurance services.

David Hou is a financial advisor at MAI Capital Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Inbalance Advisors, Evoke Wealth, and First Republic Investment Management. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and serves in both advisory and product-sponsor roles, including investment advisory to a registered mutual fund and management of private funds.

Warren Johnson is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with large institutional scale and unique market roles.

Andrea Grumley is a CFP® professional with four years of experience at EP Wealth Advisors and three years prior experience at Homewood Capital Management. Before entering the financial industry, she worked as a self-employed editor. She is based in Torrance, CA. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation, using customized portfolios and a blend of fundamental, technical, and cyclical analysis.