Carey Mcneal is a financial advisor at EP Wealth Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and was previously with Buffington Mohr McNeal for 27 years. Outside of his advisory role, Mcneal serves as vice president of the McNeal Corporation, where he is involved in project management and accounting for the family’s real estate partnership. EP Wealth Advisors serves individuals, including high-net-worth clients, as well as 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 variety of analytical approaches.

Jimmie Ray is a financial advisor at Centaurus Financial, Inc. with 34 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. In addition to his advisory work since 2013, he serves as president and CEO of J A Ray Insurance Services, Inc., a life, health, disability, and long-term care insurance agency he has led since 1976. Ray is also involved in pastoral ministry through the Fellowship of Evangelical Pastors, providing training and occasional counseling. Centaurus Financial, Inc. offers advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm provides a range of financial planning and portfolio management solutions, employing both discretionary and non-discretionary strategies that incorporate fundamental, technical, and multi-manager approaches.

Scot Landborg is a CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with Commonwealth Financial Network. He has held positions at several firms including Sterling Wealth Partners, USA Financial Securities, and J P Turner & Company Capital Management, LLC. Landborg is also the owner of Sterling Wealth Partners LLC and Scot Strategy, Inc., entities related to his advisory and insurance activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform with access to managed-account programs, third-party asset managers, and various investment options, operating as both a portfolio manager and back-office service provider.

Dawn Bowman is a financial advisor at Mariner with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Raymond James Financial Services Advisors Inc. and WC Walker & Associates, Inc. In addition to her advisory role, she provides divorce financial analysis as a Certified Divorce Financial Analyst (CDFA). Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm combines in-house research with external allocations and provides integrated tax and accounting services along with specialized family office and financial wellness solutions.

Michael Coursey is a financial advisor with EP Wealth Advisors in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Clearview Wealth Advisors, Capstone Wealth Advisors, and Wells Fargo Advisors. Outside of advising, he is involved in investment-related ventures through ownership and management of multiple investment properties. EP Wealth Advisors serves individuals, business clients, and retirement plans by providing wealth management, discretionary portfolio management, and financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to create customized portfolios, alongside ancillary services such as tax preparation and estate-document assistance for qualified clients.

Martin Nodilo is a financial advisor at EP Wealth Advisors with 20 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Pathlight Investors, LLC for 10 years before joining EP Wealth Advisors in 2019. 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, utilizing a range of investment strategies including fundamental, technical, and cyclical analysis, as well as alternative investments and private fund recommendations.

Brandon Krizo Yaple is a financial advisor at EP Wealth Advisors with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Fisher Investments and Wells Fargo Clearing. EP Wealth Advisors serves individuals, corporate clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm employs customized model portfolios and uses a mix of fundamental, technical, and cyclical analysis along with access to third-party managers and alternative investments.

Yueyi Du is a financial advisor with Transamerica Financial Advisors and holds a Series 63 designation. She has three years of industry experience and has been involved with DU Advisors, LLC since 2020, where she provides accounting and tax services. Her prior experience includes roles at Smarter Tools, Inc. and Wfgia. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides proprietary and third-party model portfolio solutions with discretionary and non-discretionary options.

Mustafa Binns is a CFP® with nine years of industry experience and currently serves as a financial advisor at EP Wealth Advisors. He has prior experience at firms including Empirical Wealth Management, Coldstream Wealth Management, and Merrill. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm creates customized model portfolios using a range of analytical methods and provides additional services such as tax preparation and estate-document facilitation for eligible clients.

Claudia Leao is a financial advisor at Empower Advisory Group with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at GWFS Equities, Inc. and TIAA-CREF. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm uses an integrated delivery model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates in its planning services.

Gary Klein is a financial advisor with NewEdge Advisors holding the ChFC® designation and Series 63 registration. He has 28 years of industry experience, including 19 years at Regal Wealth Group Inc before joining NewEdge Advisors in 2024. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, with a focus on combining in-house and third-party manager solutions supported by technology and centralized due diligence.

Esther Ebo is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and seven years of industry experience. She previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of her advisory role, she is the founder of Miragate USA Inc., a startup focused on confectionaries, catering services, and online food sales. Citigroup Global Markets serves individual and institutional clients across various private wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and combines large institutional scale with specialized market roles.

Julie O'Rourke is a CFP® with eight years of industry experience, currently serving as a financial advisor at EP Wealth Advisors since 2022. She previously held roles at U.S. Bancorp Investments, U.S. Bank, and City National Bank. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning services, using customized model portfolios and a mix of fundamental, technical, and cyclical analysis.

John King is a financial advisor at Centaurus Financial, Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked at Devere Acuma LLC. Outside of his advisory role, he serves as Vice President of Beach Financial Group, Inc., a branding and marketing firm. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and advisory management of annuity and variable life sub-accounts.

Nishesh Yadav is a financial advisor at EP Wealth Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab & Co., Inc. and TD Ameritrade. Outside of finance, he is the founder and sole member of iNishiative Sports LLC, a business focused on coaching, training, and video production services. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by offering wealth management, discretionary portfolio management, and financial planning services. The firm constructs customized model portfolios and employs various investment strategies, including alternative investments and ERISA plan services.

Thea El Khoury is a financial advisor with Eagle Strategies (NY Life) located in Anaheim, CA. She holds a Series 66 designation and has been with Eagle Strategies and affiliated firms since 2026. Her prior experience includes roles in environmental engineering and academic positions. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages the majority of its assets on a non-discretionary basis, operating within the integrated New York Life affiliate structure.

Andrew Becker is a financial advisor at EP Wealth Advisors with 21 years of industry experience. He holds the Series 66 designation and previously worked for J.J.B. Hilliard, W.L. Lyons, LLC for 13 years. Outside of his advisory role, he is involved as a lender and shareholder in System Akvile GmbH, a skincare company based in Hamburg, Germany. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning. The firm employs customized model portfolios and a range of analytical techniques, including fundamental and technical analysis, and provides services such as tax preparation and estate-document preparation for qualifying clients.

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.