Stephen Knadle is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. His prior experience includes roles at Fidelity Brokerage Services LLC and the Shuster Advisory Group. EP Wealth Advisors is a registered investment adviser that serves individual, corporate, and retirement plan clients. The firm provides wealth management, discretionary portfolio management, and financial planning services, offering customized portfolios with ongoing monitoring and a range of investment strategies including alternatives and third-party manager recommendations.

Robert Larsen Jr. is a CFP® professional with 13 years of industry experience, currently serving at EP Wealth Advisors. His prior experience includes roles at Executive Wealth Management, Executive Tax Solutions, and The Huntington Investment Company. Larsen is also a board member of Sci AI, where he participates in business decision-making. EP Wealth Advisors is a registered investment adviser that serves individuals, including high-net-worth clients, as well as corporate and retirement plan clients. The firm offers customized wealth management, discretionary portfolio management, and financial planning services, incorporating fundamental, technical, and cyclical analysis alongside various investment strategies.

Geoffrey Waters is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Mariner. His prior experience includes roles at Alpha Cubed Investments, Fidelity Investments, and Strategic Advisers. Mariner serves a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and tax services, utilizing customized portfolios overseen by an Investment Committee and supported by a blend of in-house research and third-party managers.

Jamie Ta is a Series 65-credentialed advisor with five years of industry experience, currently affiliated with Integrity Alliance, LLC. Jamie has been associated with Retirement Planning Advisors, Inc. since 2012. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans, operating as a large advisor network with over 300 representatives managing approximately $5.4 billion in assets. The firm offers a range of services including portfolio management, financial planning, and both wrap and non-wrap programs, utilizing various investment approaches and third-party sub-advisers through multiple platforms.

Crystal Duong is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citibank N.A. since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and leverages internal standards and oversight committees to select and monitor managers, supporting both discretionary and non-discretionary investment solutions.

Abigail Morton is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors since 2024. She previously worked at Gather Financial Planning for six years and Sagepath Financial Planning, LLC for five years. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm constructs customized model portfolios using a mix of fundamental, technical, and cyclical analysis, incorporating short-term trading, options, alternative investments, and private fund recommendations when appropriate.

Shane Valdez is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Company for eight years and is also involved in coaching youth wrestling through ownership of the Valdez Wrestling Club, LLC. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advisory solutions through various program types and manages a significant portion of its assets on a non-discretionary basis.

William Chan is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Citigroup since 2011. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains in-house research, operating at a large institutional scale with specialized market roles.

Evan Kress is a financial advisor at Principal Financial Services with seven years of industry experience. He holds a Series 66 designation and has previously worked at OneDigital Investment Advisors and Retirement Benefits Group. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Nadia Diaz is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Aduna Capital, Wealthbox, LPL Financial, and CUNA Brokerage Services. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long‑term portfolio returns and annual rebalancing.

John Barbrick is a financial advisor at EP Wealth Advisors with 21 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Private Client Services LLC, Executive Wealth Management, and Invest Financial Corp. 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, providing customized investment solutions with ongoing monitoring and rebalancing.

Joseph Eiguren is a financial advisor with EP Wealth Advisors in Torrance, CA, holding a Series 65 license and six years of industry experience. Prior to joining EP Wealth Advisors in 2025, he worked at Buffington Mohr McNeal for five years and Tolsma USA for four years. Outside of his advisory role, Eiguren serves as the team treasurer for his daughter's competitive soccer team in Boise, Idaho. EP Wealth Advisors is a registered investment adviser serving 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, utilizing customized portfolios and various analytical techniques combined with monitoring and rebalancing.

Joanna Mccomsey is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA. She holds the Series 66 designation and has 27 years of industry experience. Prior to joining Centaurus Financial in 2017, she worked at Financial West Group from 2014 to 2017. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory management services through a variety of discretionary and non-discretionary arrangements.

Djeneba Ouattara is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. She holds Series 65 and Series 63 licenses and has held roles in education and trust services alongside her advisory work. Her background includes involvement with organizations such as NETXGEN Teachers LLC and Time to Teach. Transamerica Financial Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment models.

Adrian Larson is a financial advisor at EP Wealth Advisors with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Pathlight Investors, LLC for 10 years before joining EP Wealth Advisors in 2019. EP Wealth Advisors serves individuals, including high-net-worth clients, 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 qualified clients. Their investment approach includes customized model portfolios using fundamental, technical, and cyclical analysis, with options for short-term trading, alternative investments, and private funds.

Kenneth Earwood is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Parkland Securities for nine years and has been president of Titan Financial & Insurance Solutions, Inc., an insurance sales and services firm, since 2004. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm utilizes a platform-centered approach combining model portfolios managed internally, by third parties, and by advisors, offering a range of services from financial planning to discretionary asset management.

Eric Nikssarian is a CFP® professional with 10 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2019, and previously held roles at Ameriprise Financial Services and Luvo Wealth Advisors. EP Wealth Advisors serves individual, corporate, and retirement plan clients, offering wealth management, discretionary portfolio management, and financial planning services. The firm employs a combination of fundamental, technical, and cyclical analysis in portfolio construction and provides additional services such as tax preparation and estate-document preparation for qualifying clients.

Nhung Dang is a CFA® charterholder and financial advisor at EP Wealth Advisors with five years of industry experience. Prior to joining EP Wealth Advisors in 2025, she held positions at Buffington Mohr McNeal and JP Morgan Chase Bank, including an international role at JPMCB NA-London Branch. EP Wealth Advisors serves individual, corporate, and retirement plan clients with wealth management, discretionary portfolio management, and financial planning services. The firm offers customized model portfolios incorporating fundamental, technical, and cyclical analyses alongside access to tax preparation and estate-document services for qualifying clients.

Hamid Hanifi is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and has four years of industry experience. He has held multiple roles in telecommunications and technology companies, including serving as CTO and advisory board member for several ventures such as TELE110 LLC and Proud Holding. Outside of his advisory work, he is involved in the wholesale and retail telecom business through independent contracting. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers to implement their advisory approach. The firm serves individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses through a large advisor network and multiple program platforms.

Giovanni Beltran is a financial advisor at EP Wealth Advisors with a Series 65 designation and two years of industry experience. Prior to joining EP Wealth Advisors in 2022, he worked at Uber for seven years and has been involved with Good Entertainment Only since 2010. 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 employs a mix of fundamental, technical, and cyclical analysis to construct customized model portfolios and provides ancillary services such as tax preparation and estate-document preparation for qualifying clients.