Tyler Mc Sween is a CFP® at EP Wealth Advisors with one year of industry experience. He previously worked at First Republic Investment Management and Schoettle Financial before joining EP Wealth Advisors. EP Wealth Advisors is a registered investment adviser serving individuals, 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 qualifying clients.

Farid Mokhtarian is a financial advisor with TLG Advisors, Inc. based in Torrance, CA, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with The Leaders Group Inc. since 2009. Outside of advising, he is an author and is involved in several insurance-related businesses. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm’s investment approach emphasizes manager selection and ongoing monitoring, applying fundamental analysis and Modern Portfolio Theory to build diversified portfolios.

Mark Pierce is a CFP® with 22 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. His prior roles include positions at Purshe Kaplan Sterling Investments, Criterion Capital Advisors LLC, Wells Fargo Advisors, and his own firm, Pierce & Pierce Inc., which operates a family farm. He also serves on the board of directors for the nonprofit Blakeford at Green Hills. EP Wealth Advisors is a registered investment adviser that provides wealth management, discretionary portfolio management, and financial planning services to individuals, businesses, and retirement plans. The firm employs a blend of fundamental, technical, and cyclical analysis to construct customized portfolios and offers ancillary services including tax preparation and estate-document facilitation for qualified clients.

Heather Blake is a financial advisor with OSAIC Institutions, INC., holding a Series 66 credential and seven years of industry experience. She has worked at Infinex Investments, Inc. since 2022, and previously held roles at Financial Partners Wealth Management and LPL Financial starting in 2016. She also serves as trustee and executor for the estate of Phyllis A Knapp. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer model.

Matthew Kuhn is a CFA® charterholder and holds a Series 65 license with 29 years of industry experience. He has been with EP Wealth Advisors since 2020 and previously spent 28 years at Harris Financial Advisors, Inc. He is based in Torrance, CA. 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 uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and provides additional services such as tax preparation and estate-document facilitation for qualifying clients.

Karl Kim is a financial advisor at Integrity Alliance, LLC with 38 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to Integrity Alliance, he worked at Triad Advisors, Inc. for 14 years and Retirement Planning Advisors, Inc. for one year. Outside of advisory work, Kim owns and operates a Medi-Cal eligibility service focused on asset preservation for long-term care qualification and serves as a board member for Keiro Kikyo Home, a care facility. Integrity Alliance provides advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm operates a large network of independent advisors managing approximately $5.4 billion in client assets and offers portfolio management, financial planning, and access to third-party managers through various platforms.

Megan Hurches is a financial advisor at EP Wealth Advisors with four years of industry experience. She holds a Series 65 designation and previously worked at Executive Wealth Management, Dynamic Wealth Management Solutions, and has experience in healthcare roles at Ascension St. Thomas West, Sarah Cannon Research Institute, and Northwestern Memorial Hospital. Outside of advising, she serves as a nurse educator, virtually instructing patients on the use of home INR monitoring systems. 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, employing customized portfolios with a range of analytical approaches and facilitating ERISA-related fiduciary services.

Savitri Pai is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her prior experience includes roles at J.P. Morgan Chase Private Bank and Capital Bank & Trust Company. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach that emphasizes fundamental research and a long-term investment horizon. The firm implements portfolios through separately managed accounts, mutual funds, ETFs, and private equity or alternative strategy funds.

Steven Mahan is a CFA® charterholder with 12 years of industry experience. He currently serves as a financial advisor at EP Wealth Advisors and has previously worked at Capital Insight Partners LLC and American Funds. EP Wealth Advisors is a registered investment adviser that serves 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 qualifying clients, using a mix of fundamental, technical, and cyclical analysis alongside various investment strategies.

Hannah Sullivan is a CFP® professional with seven years of experience in financial planning and advisory roles. She is currently with J.W. Cole Advisors, Inc., where she has worked since 2022, following prior experience at Lincoln Financial Advisors. Outside of her advisory work, Sullivan serves as Secretary for Orange Blossoms, an auxiliary group that raises funds for women and children in need, and is a board member of the Community Foundation of Orange, a nonprofit focused on local charitable initiatives. J.W. Cole Advisors operates a large network of independent advisors offering fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm employs a range of discretionary and non-discretionary management strategies and provides access to multiple investment platforms and third-party managers.

John Gardner is a CFP® and ChFC® at EP Wealth Advisors with six years of industry experience. He previously worked at Northwestern Mutual in various roles from 2018 to 2023 before joining EP Wealth Advisors. 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, using a combination of fundamental, technical, and cyclical analysis along with alternative investment strategies.

Lynn Newman is a CFP®-credentialed financial advisor with Eagle Strategies (NY Life) based in Los Angeles, CA, bringing 34 years of industry experience. She has worked with Nylife Securities LLC since 1992 and New York Life Insurance Company since 1991. Outside of her advisory role, she is appointed with various insurance carriers to broker non-registered insurance products. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kamron Nahavandi is a financial advisor with Money Concepts Capital Corp in Placentia, CA, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. His prior roles include positions at MassMutual, The Prudential Insurance Company of America, and Fit Strategic Advisors LLC. He is also involved with FIT Planning Group, offering fixed and indexed insurance products. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation approaches and operates alongside its broker-dealer and insurance businesses, offering clients access to a wide range of proprietary and third-party investment programs.

Michelle James is a CFP® at EP Wealth Advisors with one year of industry experience. Prior to joining EP Wealth Advisors, she worked at the Colorado Department of Homeland Security and Emergency Management, Douglas County School District, and Charles Schwab & Co. She also co-founded Mixing Bowl Cookie Dough, LLC, a food-related business. 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, using a mix of fundamental, technical, and cyclical analysis in their investment approach.

Frank Messano III is a financial advisor at Private Advisor Group, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial LLC, Strategic Wealth Advisors Group, and First Financial Equity Corporation. Outside of his advisory roles, he operated 3D Studio Gallery for 16 years. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that incorporates technology platforms and multiple investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

Rachel Melroy is a CFP® professional with 16 years of industry experience currently serving at Capital Group Private Client Services, Inc. in Los Angeles, CA. She previously worked for Capital Bank and Trust Company for five years before joining her current firm in 2021. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach known as the “Capital System” that emphasizes fundamental research and long-term investment horizons. The firm offers access to separately managed accounts, mutual funds, ETFs, and certain private-equity and alternative strategy funds.

Timothy Mcvey is a CFP® with 40 years of industry experience, currently serving at Centaurus Financial, Inc. since 2004. He has been self-employed since 1986 and also works as a tax preparer and real estate broker. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through both discretionary and non-discretionary arrangements.

Maxon Seckman is a financial advisor at EP Wealth Advisors with three years of industry experience. He holds a Series 65 credential and previously worked at Criterion Capital Advisors LLC and Dell Technologies. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans by offering wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and a variety of investment strategies, including fundamental and technical analysis, and provides ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Kathleen Zwickl is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with 14 years of industry experience. She holds a Series 66 credential and has been with Centaurus since 2015. In addition to her advisory role, Kathleen provides life and legacy coaching focused on helping individuals and families uncover their gifts and preserve wealth across generations. Centaurus Financial, Inc. delivers advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Neeraj Patel is a Series 65-credentialed financial advisor with 15 years of industry experience. He is currently with Capital Group Private Client Services, Inc., where he has worked since 2021, following five years at Capital Bank And Trust Company. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm uses a multi-manager approach called the “Capital System,” combining fundamental research and long-term portfolio segmentation across separately managed accounts, mutual funds, ETFs, and alternative investments.