Hector Hernandez is a financial advisor with Transamerica Financial Advisors in Torrance, CA. He holds Series 63 and Series 65 licenses and began his advisory career in 2026. Outside of his advisory role, he has extensive experience in various business ventures dating back nearly three decades, including real estate and asset management companies. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, providing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Mark Flower is a financial advisor at Capital Group Private Client Services, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo for 19 years and Capital Bank & Trust Co. for one year before joining his current firm in 2021. Capital Group Private Client Services, Inc. provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, focusing on separately managed accounts and pooled funds. The firm employs a long-term fundamental research approach and a multi-portfolio manager system to tailor client portfolios according to their objectives and risk tolerance.

Edward Oxford is a Series 66-credentialed financial advisor with 22 years of industry experience. He has been with Kestra Advisory since 2017, following seven years at LPL Financial. Outside of advisory work, he conducts theological presentations and research through a nonprofit documentary film project. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse mix of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and employee education, supporting clients with multiple management platforms and third-party managed solutions.

Monica Chandra is a CFP®-certified financial advisor with 21 years of industry experience. She is currently with OSAIC Institutions, INC. and has previously worked at Infinex Investments, CUNA Brokerage Services, SchoolsFirst FCU, LPL Financial, and Orange County's Credit Union. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing a range of advisory and brokerage services through a network of investment adviser representatives. The firm offers customized financial planning, ERISA plan services, access to alternative investments, and lending and cash-management options, with a notable focus on non-discretionary assets and integrated broker-dealer/adviser capabilities.

Chad Parker is a CFP® and ChFC® with 25 years of industry experience. He has been with EP Wealth Advisors since 2024 and previously led Parker Advisory Group for 15 years. Outside of his advisory work, he is involved in managing investment-related activities through several entities, including real estate investing. 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 approach to portfolio management and financial planning, offering a range of services including discretionary management, retirement plan advisory, tax preparation, and estate-document facilitation.

Kristyn Gibson is a CFP® professional at EP Wealth Advisors with nine years of industry experience. She previously worked at Rappaport Reiches Capital Management, LLC for eight years before joining EP Wealth Advisors in 2025. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm offers customized wealth management, discretionary portfolio management, and financial planning services, combining fundamental, technical, and cyclical analysis with access to alternative investments and third-party managers.

Eric Sirich is a financial advisor with Transamerica Financial Advisors in Brea, CA, holding Series 63 and Series 65 licenses and six years of industry experience. His background includes roles in pharmacy and estate planning services, and he serves as Treasurer of the Inland Empire Pharmacists Association. He also provides client education and support related to estate planning through affiliated organizations. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary model portfolios and third-party money managers. The firm operates both as a registered broker-dealer and RIA, with programs that can be discretionary or non-discretionary depending on client needs.

Westley King is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Centaurus Financial since 1994. Outside of his advisory role, he serves as Executive Vice President of Brokerage Design and Development, Inc., where he creates training curricula and organizes workshops. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a mix of fundamental and technical analysis with options for discretionary and non-discretionary management.

Charles Burling III is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. He holds the Series 66 designation. Prior to his advisory role, he was involved with Academy Jiu Jitsu and Kickboxing. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through various discretionary and non-discretionary arrangements.

Michael Simon is a CFA® charterholder with 26 years of industry experience. He currently serves as an advisor at EP Wealth Advisors, LLC and was previously with Alpha Mark, LLC for 26 years. Outside of his advisory role, he owns Dispenser Man, LLC, a company that creates and sells home art fixtures and offers a rental service of hyperbaric chambers, and he is involved in other non-investment business ventures including medical assisted weight loss and charter services. EP Wealth Advisors 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, using a suitability-driven process and a range of investment vehicles including mutual funds, ETFs, equities, fixed income, and alternatives.

Michael Mcginley is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of industry experience. He has worked at EP Wealth Advisors since 2020 and was previously with Providus Advisors, LLC for seven years. 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 eligible clients, using customized model portfolios and a variety of analytical approaches.

Loris Rose is a Series 66-licensed financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with 26 years of industry experience. He has been with Centaurus Financial since 2005. Outside of his advisory role, he owns a business called Pinnacle Strategies Insurance and Financial Services and is involved in selling PEO services and group and individual health insurance. 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 platforms like CLASSIC Plus and employs both discretionary and non-discretionary arrangements, using a mix of fundamental and technical analysis.

Mark Menne is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked at Centaurus Financial since 2012 and has been with The Lotter Group since 2005. Outside of advisory services, he acts as an insurance agent specializing in life, long-term care, and disability insurance. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm employs a variety of investment approaches across discretionary and non-discretionary accounts, offering financial planning, portfolio management, retirement-plan consulting, and specialized advisory services.

Rachel Seaton is a financial advisor at EP Wealth Advisors with CFP®, ChFC®, and Series 66 credentials and four years of industry experience. She has worked at several firms, including Valeo Financial Advisors, Crewe Advisors, Charles Schwab & Co., Inc., and TD Ameritrade. Seaton holds a silent ownership position in Dauntless Financial, a family office trust administration company. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans by providing wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm employs customized model portfolios with fundamental, technical, and cyclical analysis, and it offers a range of services including ERISA plan management and private fund recommendations.

Dean Catalano is a financial advisor with Capital Group Private Client Services, Inc. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining Capital Group Private Client Services in 2021, he worked at Capital Bank & Trust Company and Wells Fargo Private Bank. Capital Group Private Client Services, Inc. provides discretionary investment management 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 investment approach called the “Capital System,” emphasizing fundamental research and long-term horizons.

Douglas Jones is a CFP® with 14 years of industry experience, currently serving at EP Wealth Advisors. His prior roles include positions at Riley Private Client LLC, Charles Schwab, and Neuberger Berman LLC. EP Wealth Advisors 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.

Casey Conway is a financial advisor at EP Wealth Advisors with 21 years of industry experience. He holds a Series 66 designation and previously worked at Sloan Investment Management, L.L.C. for 17 years before joining EP Wealth Advisors in 2024. EP Wealth Advisors 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, employing a suitability-driven process that includes the use of mutual funds, ETFs, equities, fixed income, and alternative investments.

James Plaskey Jr. is a CFP® professional with 12 years of industry experience, currently serving as an advisor at EP Wealth Advisors. His prior roles include positions at Executive Wealth Management, Private Client Services LLC, and INVEST Financial Corp. He serves on the boards of the Alzheimer's Association Michigan Great Lakes, the Brighton Chamber of Commerce, and a nonprofit supporting Alzheimer's care, and works as a Certified Divorce Financial Analyst through Balanced Divorce Solutions. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process for portfolio management and financial planning, offering additional services such as tax preparation and estate-document facilitation to select clients.

Ricardo Gonzalez is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. He has worked at EP Wealth Advisors since 2026 and previously held positions at Bank of America, Merrill, DoubleLine, Canyon Partners, and Trust Company of the West. 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 services, using a range of investment analyses and strategies, including third-party manager recommendations and ERISA plan services.

Michael Stillman is a financial advisor at EP Wealth Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Cloud Neff Management and International Research & Asset Management Inc. EP Wealth Advisors 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.