Doug Ireland is a financial advisor at EP Wealth Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wedbush Securities, Mass Mutual Investors Services, and Ameriprise Financial Services. Outside of his advisory role, he serves as a high school baseball assistant coach in Irvine, CA. 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, and financial planning services, utilizing customized model portfolios and a range of investment strategies, while also providing ancillary services such as tax preparation and estate-document facilitation for qualifying clients.

Tara Rich is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, holding a Series 65 designation and five years of industry experience. Her prior roles include positions at Capital Bank & Trust Company and American University. Capital Group Private Client Services, Inc. provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, managing approximately $42.7 billion in assets as of mid-2025. The firm’s investment approach emphasizes long-term fundamental research and employs multiple portfolio managers through separately managed accounts and pooled funds.

Stephanie Garcia is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Merrill, Bank of America, and Wells Fargo. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs, broker-dealer execution, and custody services. The firm combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Kevin Cross is a CFP® professional with 24 years of industry experience. He is currently with EP Wealth Advisors and has previously worked at firms including Private Client Services LLC and Executive Wealth Management, LLC. EP Wealth Advisors is an independent, fee-only 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.

Lyndsey Xa is a CFP® with six years of industry experience and is currently with EP Wealth Advisors in Torrance, CA. She previously worked at The Insight Group and Ameriprise, and has a background that includes two years at T-Mobile prior to entering the financial industry. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, providing wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and a variety of analytical techniques, also offering ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Yehudah Judah is a financial advisor at Transamerica Financial Advisors with five years of industry experience. He holds a Series 65 designation and has worked with several firms, including Mercor, WFGIA, King David Capital, and Chasing Value Asset Management. His business activities include sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, including fee-based wrap programs, model portfolios, and access to third-party money managers.

Jeffrey Halbert is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Westmount Asset Management, Telos Capital Management, Raymond James Financial Services, and operated his own firm, Halbert Financial Management. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research, swap dealing, and futures commission merchant activities.

Jason Bahramian is a financial advisor with Voya Financial Advisors, Inc. and holds a Series 66 designation, bringing 11 years of industry experience. His prior work includes roles at JP Morgan Securities, JP Morgan Chase Bank, and GWN Securities Inc. He also operates as an independent insurance agent, focusing on sales of fixed insurance products. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individuals, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management, third-party money manager access, and brokerage and insurance product distribution through its network of Investment Adviser Representatives.

Elliott Servais is a Certified Financial Planner (CFP®) and holds a Series 66 license with 12 years of industry experience. He has been with EP Wealth Advisors since 2014. EP Wealth Advisors, LLC is an independent, fee-only 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 with a team of about 214 advisors.

Jeffrey Ruderman is a CFP® with 14 years of experience in financial advising. He is currently with Capital Group Private Client Services, Inc., where he has worked since 2021. Prior to that, he was with Capital Bank and Trust Company for five years. 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 at least $5 million in assets. The firm employs a multi-manager approach emphasizing fundamental research and a long-term horizon, often implementing client portfolios through affiliated pooled funds and separately managed accounts.

Clay Zachry is a CFP® professional with 24 years of industry experience. He is currently with EP Wealth Advisors and previously worked at Harris Financial Advisors, Inc. from 2009 to 2020. EP Wealth Advisors, LLC is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to manage portfolios using a variety of investment vehicles and offers additional services including tax preparation and estate-document facilitation.

Timothy Vanderhoof is a financial advisor at EP Wealth Advisors with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at J.P. Morgan Investment Management Inc. and its affiliated entities. 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 customized model portfolios and a range of investment strategies while providing ancillary services such as tax preparation and estate-document preparation for certain clients.

Dominica Henderson is a CFP® with 13 years of industry experience, currently affiliated with CWM, LLC. Her prior experience includes a twelve-year tenure at Haussmann Financial Inc. She also operates a separate financial planning LLC for accounting purposes and works part-time as an insurance agent. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm employs a discretionary investment approach using model portfolios overseen by an internal Investment Committee and offers a range of portfolio management, financial planning, and retirement plan services.

Christian Lozano is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA. He holds Series 63 and Series 66 licenses and has eight years of industry experience. Lozano has worked with New York Life Insurance Company and NYLIFE Securities LLC since 2016 and maintains business activities involving brokering non-registered insurance products under his own entities. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm offers a variety of advisory programs, emphasizing tailored solutions and predominantly managing assets on a non-discretionary basis.

Warren Williamson II is a financial advisor at Cerity Partners LLC in Los Angeles, CA, with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Bank of America Corp. from 2021 to 2025 and Capital Group Companies, Inc. from 2016 to 2018. Cerity Partners provides customized wealth management and related services to a national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens alongside third-party managers and individual securities to build client programs.

Philip Board is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Centaurus Financial since 2014. Outside of advisory work, he is involved in elder care benefits planning, estate planning facilitation, financial education, and is a co-author of books on retirement and personal finance; he also hosts a financial-themed podcast. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, businesses, trusts, and foundations, offering financial planning and portfolio management through its CLASSIC Plus platform. The firm uses a mix of fundamental and technical analysis and offers both discretionary and non-discretionary arrangements along with specialized advisory services.

Brett Hughes is a Certified Financial Planner (CFP®) with 12 years of industry experience, currently serving at EP Wealth Advisors in Torrance, CA. His prior experience includes roles at CCG Wealth Management LLC, AlphaCore Capital LLC, and Delphi Private Advisors. EP Wealth Advisors is a registered investment adviser that serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm offers customized wealth management and financial planning services, incorporating a variety of analytical approaches and investment options, while also providing ancillary services such as tax preparation and estate-document assistance for qualified clients.

Carrie Sax is a CFP® and CFA® credentialed financial advisor with 12 years of industry experience. She is currently with EP Wealth Advisors and has previously worked at DeYoe Wealth Management, Bank of America, Merrill, and Parsec Financial Management. 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 develop and manage portfolios, offering discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation.

Tyler Petersen is a CFP® professional with 13 years of experience in the financial services industry. He has worked at EP Wealth Advisors since 2020 and previously held roles at The Insight Group Insurance Agency, Financial Insight Center, and American United Life. He is based in Salt Lake, UT. EP Wealth Advisors, LLC is an independent, fee-only 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 investment process that includes a range of asset classes and third-party managers.

Jason Santos is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Centaurus Financial since 2015. Outside of advisory work, he serves as president of JPS Financial Services, Inc., a life, health, and disability insurance firm, and is involved in estate planning education as a member of an estate planning team. Centaurus Financial, Inc. provides 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 using both discretionary and non-discretionary arrangements.