Richard Janke is a CFP® professional at EP Wealth Advisors with 19 years of industry experience. Prior to joining EP Wealth Advisors in 2020, he was affiliated with The Insight Group Insurance Agency and Financial Insight Center. His previous association with Insight Group Insurance Agency is limited to receiving commission trails from prior insurance sales and is no longer active. EP Wealth Advisors serves 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, using a combination of fundamental, technical, and cyclical analysis along with third-party manager recommendations.

James Schlager is a CFP® certificant with 37 years of industry experience. He is currently a financial advisor at Cerity Partners LLC and has previously worked at Running Point Capital Advisors, ValMark Securities, Moss Adams Securities & Insurance, Moss Adams Wealth Advisors, Threadline Wealth, and Sentra Securities Corporation. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment framework incorporating proprietary quantitative methods, direct security selection, and access to alternative and private market solutions.

Clarissia Skinner is a Series 66 licensed financial advisor with Transamerica Financial Advisors, based in Torrance, CA, with five years of industry experience. She has been involved in various professional roles including consulting and community education through Matriarch Enterprises LLC, a forum focused on empowering women in topics such as financial literacy and entrepreneurship. Skinner also engages in estate planning education and tax relief services through partnerships with firms like LSPN Pro LLC and Optima Tax Relief. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations, offering a mix of advisory and broker-dealer services. The firm provides proprietary and third-party investment model portfolios with options for discretionary and non-discretionary management.

Ty Smith is a financial advisor at EP Wealth Advisors with Series 65 credentials and one year of industry experience. Prior to joining EP Wealth Advisors, he worked at Adams Wealth Advisors and spent four years at Caspers Ice Cream. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning services, using customized model portfolios with ongoing monitoring and a variety of investment strategies.

Cody Boring is a financial advisor at CWM, LLC with two years of industry experience. He holds a Series 65 credential and has prior work experience at Aspire Financial Planning, Pacific Unity Insurance Solutions, Norwalk La Mirada Unified School District, and Biola University. In addition to advising, he is licensed as an insurance agent, selling life, health, disability, annuities, long-term care, home, auto, and commercial insurance. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors overseeing approximately $50.6 billion in assets. The firm offers discretionary asset management, financial planning, retirement plan services, and access to alternative investments through a model portfolio approach guided by an Investment Committee.

April Punch is a CFP® and holds a Series 66 designation with 12 years of industry experience. She currently works at EP Wealth Advisors and previously held roles at Robert W. Baird & Co., Inc., Interstate Gas Supply, Inc., and Morgan Stanley Smith Barney LLC. 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 for qualified clients, combining fundamental, technical, and cyclical analysis in its investment approach.

Randall Huntimer is a CFP® with 35 years of industry experience. He has worked at Centaurus Financial, Inc. since 2018 and previously held positions at Geneos Wealth Management Inc. and Schooner Financial Associates. Huntimer is also president of Starfire Financial, a property and casualty insurance business. 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 the CLASSIC Plus platform, utilizing both discretionary and non-discretionary arrangements with a range of analytical approaches and specialized advisory services.

Scott Swanson is a CFA® charterholder with eight years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2022, following prior roles at Covington Capital Management, D.A. Davidson & Co., and Crowell, Weedon & Co. He is based in Los Angeles, CA. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, institutions, and pooled investment vehicles, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles and asset allocation, integrating proprietary quantitative screening and access to alternative and private market solutions.

Jaunell Silvera is a Series 65-licensed financial advisor at EP Wealth Advisors with one year of industry experience. Prior to joining EP Wealth Advisors, Silvera held roles at various companies including Awe Inspired and Circle Graphics. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm utilizes customized model portfolios and a combination of fundamental, technical, and cyclical analysis, along with access to alternative investments and third-party managers.

Christopher Capezuto is a financial advisor with Centaurus Financial, Inc. based in Anaheim, CA. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has been president of Financial Concepts Unlimited, Inc., an outside registered investment advisor, since 1997. 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, retirement-plan consulting, and specialized advisory services through both discretionary and non-discretionary arrangements.

Lori Vanden Berg is a ChFC®-designated financial advisor with 27 years of industry experience, currently affiliated with Eagle Strategies (NY Life) since 2023. She has also worked with Nylife Securities Inc and New York Life Insurance Co since 2004. Outside of finance, she is involved in motivational speaking on topics such as positive attitude and team building, and is a consultant for Mary Kay products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Cameron Rose is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for four years and spent one year with Capital Planning Group LLC. Beyond his advisory role, he operates a marketing DBA, Bridgepoint Financial Advisors. United Planners Financial Services is a national wealth-management enterprise serving a wide range of clients, including individuals, retirement plans, corporations, trusts, estates, and institutional investors. The firm utilizes both advisory and brokerage services delivered through independent representatives and employs a mix of custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Michael Lay is a CFP® professional with 19 years of industry experience, currently affiliated with EP Wealth Advisors. He has worked in various roles across Executive Wealth Management, EWM Capital, and related entities throughout his career. Outside of his advisory duties, Lay serves as treasurer for the Phoenix Gymnastics Boosters in Brighton, MI. 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, employing customized model portfolios alongside a combination of fundamental, technical, and cyclical analysis.

Ricardo Azarloza is a CFP® and CFA® with 20 years of industry experience. He has been with Cerity Partners LLC since 2022 and previously spent 16 years at Covington Capital Management. Based in Los Angeles, CA, Azarloza holds Series 63 and Series 66 licenses. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs an investment framework centered on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.

Lewis Perkins is a CFP® with 34 years of industry experience, currently serving at Independent Financial Group, LLC since 2008. He previously worked at Financial West Group from 1997 to 2008 and is also the owner of Comprehensive Financial Solutions, Inc. Outside of his advisory roles, Perkins acts as a family dispute mediator and serves as treasurer for Northeast Neighbors, a community organization. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management using a combination of firm- and third-party models, blending passive and active strategies within standard risk profiles.

Ryan Hall is a CFP® professional with two years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. Prior to joining EP Wealth, he worked at Wacker Wealth Partners for three years and has held positions at TrueNorth Health Center and the Esalen Institute. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios with a range of analytical approaches and access to alternative investments and private funds.

Andrew Micallef is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has 13 years of industry experience, including prior roles at Capital Bank & Trust Company and JP Morgan. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager investment approach with a long-term focus and access to a range of pooled investment vehicles and alternative strategy funds.

Hadi Hassan is a financial advisor with Eagle Strategies (New York Life) based in Anaheim, CA, holding Series 63 and Series 65 licenses. He has 32 years of industry experience, including over two decades with Eagle Strategies and more than 30 years with New York Life and Nylife Securities. Outside of his advisory role, he is involved in insurance brokering and holds a passive investment in cryptocurrency. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, with the majority of its assets managed on a non-discretionary basis.

Thomas Anderson Jr. is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, holding a Series 66 designation with 17 years of industry experience. His prior roles include positions at Capital Bank & Trust Company and J.P. Morgan. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach called the “Capital System” that emphasizes fundamental research and a long-term investment horizon. The firm often allocates assets among separately managed accounts, mutual funds, ETFs, and access to private equity and alternative strategy funds.

Michael Morrissey is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Prior to joining Capital Group Private Client Services in 2021, he worked at Capital Bank & Trust Company and AB Bernstein Private Wealth Management. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and alternative investment vehicles. The firm emphasizes fundamental research and long-term portfolio management.