Peter Fry is a CFP® professional with four years of industry experience. He is currently with EP Wealth Advisors and has prior experience at Kimsa Asset Management and START LLC. He is based in Torrance, California. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, financial planning, and ancillary services while employing customized model portfolios and a variety of investment strategies, including fundamental, technical, and cyclical analysis.

Michelle Jackson is a financial advisor at Capital Group Private Client Services, Inc. with 28 years of industry experience. She holds the CFP® designation and several securities licenses, including Series 63, 65, and 66. Her prior roles include positions at Morgan Stanley and Capital Bank & Trust Company. Capital Group Private Client Services primarily provides discretionary investment management to high-net-worth individuals and charitable organizations, using a multi-manager approach and a focus on fundamental research and long-term investing. The firm utilizes separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds in client portfolios.

Ryan Wehr is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has been with Valic Financial Advisors since 2003 and is also involved with Agia, providing non-securities insurance products. Wehr is the owner of Wehr-Living, LLC, a company that rents semi-portable homes in areas with housing needs. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Charleger Santiago is a financial advisor with Eagle Strategies (New York Life) based in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2006. Santiago serves as a board member for Community First Fund. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and offers a range of advisory programs, primarily managing assets on a non-discretionary basis.

James Nevers is a financial advisor at EP Wealth Advisors with 14 years of industry experience. He holds a Series 65 designation and previously worked at Soundmark Wealth Management, LLC, and served in the U.S. Army National Guard for 11 years. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm uses customized model portfolios with fundamental, technical, and cyclical analysis, and it provides services including third-party manager recommendations and ERISA plan fiduciary support.

Ricardo Ramirez is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds Series 63 and Series 65 licenses and has six years of industry experience. Ramirez has worked with Monarch Grove Wealth Strategies & Insurance Solutions LLC and RMR Insurance Solutions & Wealth Strategies, which he owns, brokering non-registered insurance products alongside his advisory role. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple programs and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Cole Allshouse is a financial advisor with EP Wealth Advisors and holds a Series 65 designation. He has two years of industry experience, including prior work at Wacker Wealth Partners and a long career at Garcia Architecture + Design. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document access for qualifying clients. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and provides ERISA plan services including fiduciary management.

Gregory Meyer is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has worked at Independent Financial Group, LLC since 2022 and previously spent 19 years with Pash & Benson International Ltd Inc. Meyer also sells life, health, disability, and long-term care insurance outside of Independent Financial Group. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and organizations. The firm offers financial planning and portfolio management through various platforms, combining strategic asset allocation with active and passive strategies.

Shannen Smith 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 2024, Smith worked for eight years at Sloan Investment Management LLC. 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, utilizing customized model portfolios and a range of investment strategies.

Nicholas Burton is a financial advisor at EP Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has prior experience at Camelback Strategy Group and Scion, as well as academic roles at Texas Tech University. 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, using customized model portfolios and a mix of fundamental, technical, and cyclical analyses.

Tyson Tate is a Series 65-licensed financial advisor at EP Wealth Advisors with three years of industry experience. His prior work includes roles at Costco Wholesale and South Jordan City. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document assistance for qualified clients. The firm employs customized model portfolios with various investment strategies and provides ERISA plan services and third-party manager oversight.

Carlos Vasquez is a financial advisor with Principal Financial Services in Torrance, CA, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Princor Financial Services Corporation and Principal Life Insurance Company since 2007. In addition to his advisory role, he serves as a bank/trust officer supporting Principal retirement plan account relationships across insurance, broker-dealer, and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel abroad. 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.

Stephen Lalli is a financial advisor with PlanMember Securities Corporation based in Carpinteria, CA, holding a Series 63 designation and over 30 years of industry experience. He has worked at PlanMember Securities Corporation since 2006 and previously spent nine years at Surety Investment Services. In addition to his advisory role, he serves as an agent selling supplemental insurance and life insurance products. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services including personalized retirement planning and separation counseling.

Andrew Talley is a financial advisor with EP Wealth Advisors in Torrance, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining EP Wealth Advisors, he worked at Park Avenue Securities and Guardian Life Insurance Company. EP Wealth Advisors serves individuals, corporate 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 uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and offers services including third-party manager recommendations and ERISA fiduciary support.

Alan Scott is a CFP® with 13 years of experience in the financial services industry. He is affiliated with PlanMember Securities Corporation and has concurrent experience as an independent insurance agent and a real estate sales agent since 2004 and 2012, respectively. His activities include acting as a real estate agent primarily for residential homes. PlanMember provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its proprietary asset allocation portfolios. The firm’s investment approach emphasizes a top-down strategic asset allocation with risk-based mutual fund portfolios and incorporates education and support services for plan sponsors and participants.

Michael Reed is a financial advisor with GWN Securities Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining GWN Securities, Reed worked in various roles including application development for LA County Probation and positions in technology and agricultural sectors. He is also involved as an associate with LA Pension Planners and in life and health insurance sales. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and offers a range of managed-account programs that include both traditional asset allocation and legacy market-timing strategies.

John Baxter is a ChFC® with 38 years of industry experience. He is currently with TLG Advisors, Inc. and has worked at The Leaders Group, Inc. since 2007. He also owns and operates John Baxter Insurance & Financial Services, where he manages life, disability, long-term care, and employee benefit accounts. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring to build diversified portfolios, providing investment supervisory services, portfolio management, and fiduciary services through a network of independent advisors and sub-advisors.

Jeffrey Holben is a financial advisor at EP Wealth Advisors with 20 years of industry experience. He holds a Series 65 credential and previously led The Holben Group, LLC for 19 years. Outside of advising, he is involved in managing ranching and property management businesses through The Holben Group. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, financial planning, and ancillary services such as tax preparation and estate document preparation. The firm employs a customized investment approach that includes model portfolios, third-party manager oversight, and ERISA plan services.

Austin Seifert is a CFP® with five years of industry experience, currently advising at EP Wealth Advisors. His prior work includes roles at Thompson Wealth Management, Harbour Investments, and Beacon Pointe Advisors. 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 customized wealth management, discretionary portfolio management, and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis along with alternative investment strategies.

Diego Conejo is a financial advisor with Transamerica Financial Advisors and holds Series 66, Series 65, and Series 63 credentials. He has 14 years of industry experience with prior roles at firms including Primerica and Wells Fargo Investments. Outside of advising, he operates small businesses selling handmade candles and used books online, and provides bookkeeping services for retail shops. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.