Drew Bryant is a CFP®, ChFC®, and Series 65–licensed financial advisor with five years of industry experience. He has worked at MAI Capital Management, LLC since 2022 and previously held roles at Intersect Capital LLC and BNY Mellon Wealth. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and serves both advisory and product-sponsor roles, managing over $72 billion in assets.

Michael Chen is a CFA® charterholder and holds a Series 65 license, currently serving as a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, with six years of industry experience. His prior roles include positions at First Foundation Advisors, RVW Wealth, and Suntrust Advisory Services. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach known as the “Capital System” and emphasizing fundamental research and a long-term investment horizon.

Shaan Baren is a ChFC® credentialed financial advisor at Hightower Advisors with seven years at the firm and four years of industry experience. Prior to joining Hightower in 2019, he worked at LourdMurray from 2015 to 2019. He is a 33% partner in a private commercial lending fund through Like Father Like Son LLC, an activity he does not pursue during business hours. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individual investors, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager strategies, utilizing both affiliated and third-party managers alongside proprietary research and varied investment vehicles.

Susannah Emami is a financial advisor at Capital Group Private Client Services, Inc. with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has held roles at Capital Bank & Trust Company, Alliance Bernstein, and KLS Advisors. Emami is based in Los Angeles, CA. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach that combines separately managed accounts, mutual funds, ETFs, and access to private equity and alternative investments.

Bernard Reina is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is involved in operating a high-end car wash and detailing business and is the founder and president of a nutrition and health company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Bret Miller is a CFP® professional with four years of industry experience, currently serving as a financial advisor at EP Wealth Advisors in Torrance, CA. His work history includes multiple roles at EP Wealth Advisors as well as experience outside the financial sector, including positions with Five Guys, Inc. and the United States Air Force. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios and a variety of investment strategies including fundamental, technical, and cyclical analysis.

Christopher Hopkins is a financial advisor with EP Wealth Advisors based in Torrance, CA, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include positions at TD Ameritrade, Scottrade, and Executive Wealth Management, where he also engaged in tax preparation and client services through Executive Wealth Management Tax Solutions. EP Wealth Advisors serves individual, corporate, and retirement plan clients, offering wealth management, discretionary portfolio management, and financial planning services. The firm constructs customized model portfolios using fundamental, technical, and cyclical analysis, and provides ongoing monitoring, third-party manager recommendations, and ERISA plan services.

Tyler Lang is a financial advisor at EP Wealth Advisors with 18 years of industry experience. He holds a Series 65 designation and previously worked for Buffington Mohr McNeal for 19 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 provides wealth management, discretionary portfolio management, and financial planning, utilizing customized model portfolios and a mix of fundamental, technical, and cyclical analysis, along with third-party manager recommendations and ERISA plan services.

Adam Fein is a financial advisor with EP Wealth Advisors holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at RBC Capital Markets and Wells Fargo Advisors. 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, utilizing customized model portfolios and a combination of fundamental, technical, and cyclical analysis.

Benjamin Uribe is a financial advisor at Citigroup Global Markets with a Series 66 designation and five years of industry experience. He has worked at Citigroup since 2013 and concurrently serves in the U.S. Air Force. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles including swap dealer and futures commission merchant activities.

Shawn Finley is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2014. Based in Torrance, CA, he holds a Series 66 license and has experience in annuities and insurance products as part of his broader financial advisory work. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm manages approximately $3.65 billion across more than 37,000 accounts, providing a range of investment strategies including traditional asset allocation and legacy market-timing approaches.

Derek Finley is a financial advisor with GWN Securities Inc. in Torrance, CA, holding a Series 66 credential and bringing 11 years of industry experience. He has been with GWN Securities since 2015. Outside of his financial advisory role, he also works as a restaurant server. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm employs a combination of affiliated and unaffiliated sub-advisers and uses market-timing and momentum-based strategies in certain legacy programs.

Priscilla Soetanto is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, JP Morgan Securities LLC, and Bank of America. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale operations with specialized market roles such as swap dealing and futures commission merchant activities.

David Tang is a Series 65-licensed financial advisor with NewEdge Advisors, where he has worked since 2024. He has two years of industry experience and previously spent ten years at UCI Medical Center and five years at St. Joseph's Hospital. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, retirement consulting services, and access to third-party managers, emphasizing centralized due diligence and technological tools to support advisors and clients.

Megan Carden is a CFP® professional with nine years of industry experience. She currently works at EP Wealth Advisors and previously spent nine years at Wacker Wealth Partners. 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 various investment strategies.

Moya Higgins is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. She has worked at Churchill Management Group since 2012 and joined Focus Partners Wealth in 2025. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Thomas Kyle is a CFP® and Series 65–registered advisor with EP Wealth Advisors. He has three years of industry experience, including roles at Benefit Financial Services Group and LPL Financial. Prior to his financial career, he worked at Concordia University Irvine and the UK Government’s Department of International Trade. EP Wealth Advisors serves individuals, corporate clients, and retirement plans with wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm uses customized model portfolios and a variety of investment strategies, including fundamental and technical analysis, and offers ERISA fiduciary services.

Kevin Oreilly is a CFP®-designated financial advisor with 17 years of industry experience. He is affiliated with EP Wealth Advisors in Torrance, CA, and has worked at Foothills Financial Planning And Wealth Management Inc. since 2008. 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, and financial planning services, employing customized model portfolios with ongoing monitoring and a range of investment strategies.

Julee Sarto is a financial advisor at EP Wealth Advisors with 26 years of industry experience. Her background includes roles at Executive Wealth Management, Private Client Services LLC, and Cetera. Outside of her advisory work, she serves as Secretary at Safe Harbor Credit Union and is a board member of the Rotary Club of Ludington. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, financial planning, and discretionary portfolio management, using a range of analytical methods and investment options tailored to client needs.

Seiko Kuribayashi is a financial advisor at Independent Financial Group, LLC with the Series 66 designation and no prior industry experience. Her work history includes roles at Sumitomo Mitsui Banking Corporation and self-employment before joining Independent Financial Group in 2026. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm offers financial planning and portfolio management using a combination of firm- and third-party models, incorporating both passive and active investment strategies across various risk profiles.