Kamran Mubashar is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several major firms, including Wells Fargo and JPMorgan Chase. Mubashar has held concurrent roles at JPMorgan Securities and JPMorgan Bank, offering a range of banking products and services. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, providing investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing functions, supporting a broad set of investment solutions for its clients.

Todd Flynn is a CFP® and Series 65 professional with 23 years of experience in the financial advisory industry. He has worked at EP Wealth Advisors since 2021 and previously spent 13 years at Soundmark Wealth Management, LLC. He is based in Seattle, WA. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm provides 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 offering access to third-party managers and fiduciary ERISA services.

Robert Priola is a financial advisor with EP Wealth Advisors, holding Series 65 and Series 66 licenses and four years of industry experience. He previously worked at Wacker Wealth Partners for eight years before joining EP Wealth Advisors. EP Wealth Advisors serves individuals, 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 additional services such as tax preparation and estate-document preparation for qualified clients.

Nora Mc Cormack is a financial advisor at Capital Group Private Client Services, Inc. with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Franklin Templeton, USAA Investment Management Company, and Schroder Fund Advisors LLC. Capital Group Private Client Services, Inc. provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, focusing on relationships with a minimum of $5 million in assets. The firm’s investment approach emphasizes fundamental research, a long-term horizon, and a multi-manager structure, often implementing portfolios through affiliated pooled funds and separately managed account programs.

Derek Holman is a financial advisor at EP Wealth Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with EP Wealth Advisors since 2005. 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, managing approximately $35.57 billion in assets.

Kevork Dulgeryan is a financial advisor at Capital Group Private Client Services, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank, N.A./JPMorgan Securities, LLC and Dulgeryan Law PC. He has also been involved with the California Community Foundation. 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 managed-relationship threshold of $5 million or more. The firm employs a multi-manager investment approach emphasizing fundamental research and a long-term time horizon.

David Martinez is a financial advisor with Centaurus Financial, Inc. He holds Series 63 and Series 66 designations and has 12 years of industry experience. Prior to joining Centaurus Financial in 2020, he held positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of his advisory role, Martinez owns several businesses offering tax preparation, legal document preparation, and insurance services. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a variety of investment approaches, offering both discretionary and non-discretionary portfolio management, financial planning, and specialized advisory services through its CLASSIC Plus platform.

Chun Mo Ng is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 66 designation and has worked at Citibank since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by in-house research, extensive oversight, and commercial arrangements that distinguish it from peers.

Michael Martinelli is a financial advisor at Centaurus Financial, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2017, following prior roles at Mass Mutual Investors Services and MetLife Securities. In addition to his advisory work, Martinelli is involved in fixed life insurance and owns Martinelli Financial Services. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, and institutions, offering financial planning and portfolio management through platforms like CLASSIC Plus. The firm manages assets via both discretionary and non-discretionary arrangements, employing various analytical approaches and providing specialized advisory services.

Louis Abel is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2022. His prior experience includes roles at Covington Capital Management, Tarbox Family Office, and First Foundation Advisors. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Sandra Ortega is a financial advisor at Citigroup Global Markets with 24 years of industry experience. She holds a Series 66 designation and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with a combination of large institutional scale and unique market roles.

Linda Coffey is a financial advisor at EP Wealth Advisors with five years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining EP Wealth Advisors in 2021, she worked at Wipfli Financial Advisors, LLC and Independent Financial Partners. EP Wealth Advisors 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 provides financial planning, retirement plan advisory, tax preparation, and estate-document facilitation services.

Joan Wenglikowski is a CFP® professional with 17 years of industry experience. She has worked at EP Wealth Advisors since 2024 and previously spent 14 years at Wacker Wealth Partners. 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 and financial planning, using a suitability-driven process to develop customized portfolios that include mutual funds, ETFs, equities, fixed income, and alternative investments.

Michael Mccullough is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and with 16 years of industry experience. He has worked at Anthony Azavedo, CPA since 2019 and previously at Orange Coast Financial Group. In addition to his advisory role, he is president of Beach Wealth Management and owner of McCullough Financial, LLC, a tax preparation and accounting firm. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm employs an open-architecture platform with multiple custodians and third-party money managers, primarily managing largely non-discretionary assets.

Todd Walklett is a CFP® and CFA® with five years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2022, following a 15-year tenure at Covington Capital Management. Based in Los Angeles, CA, Walklett’s background includes roles at established investment firms. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio strategies.

Ashley Oliveira is a CFP® professional at EP Wealth Advisors with experience at Aspiriant and Brown Advisory. She has been in the financial industry since 2019, transitioning from a prior role as a homemaker. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm uses a suitability-driven process to manage portfolios and offers a range of services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Brian Payne is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Transamerica since 2012 and serves as Treasurer on the board of the Educational Freedom Foundation. Payne is also involved in teaching homeschool classes and works with multiple insurance agencies, including Chrysalis Insurance Agency and Health Insurance Services. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement plan services to individuals, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio and third-party manager approach, offering multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program, with regulatory assets under management of approximately $1.7 billion.

Subash Seshadri is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked with Cetera Advisor Networks LLC, Securian Financial Services, and Ameriprise Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active managers with quantitative and fundamental analysis.

Angel Ventura is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding the ChFC® designation and Series 63 license, with 32 years of industry experience. He has been with Eagle Strategies since 2009 and has operated Louis Ventura Insurance & Financial Services since 2008. Ventura has also maintained long-term affiliations with Nylife Securities Inc. and New York Life since the early 1980s. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutions, and plan sponsors, emphasizing tailored solutions and a predominantly non-discretionary asset management approach.

Craig Mc Crory is a CFA® charterholder with 18 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2026, following a 16-year tenure at Capital Insight Partners. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to manage portfolios using a range of investment vehicles and offers services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.