Elijah Burton is a financial advisor at EP Wealth Advisors in Torrance, CA, holding a Series 65 designation with less than one year of industry experience. Before joining EP Wealth Advisors, he worked in roles outside the financial sector, including positions at Waikiki Beach Services and i9 Sports. 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 for qualified clients. The firm uses customized model portfolios with ongoing monitoring and employs a variety of investment strategies, including fundamental and technical analysis, options, and alternative investments.

Deanna Yu is a financial advisor at First Citizens Investor Services, Inc. with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at CITIGROUP, BancWest Investment Services, BANK OF THE WEST, and Merrill. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm’s investment approach involves IAR-led assessments and the use of fundamental, quantitative, and technical analysis to allocate across various asset classes.

Mark Townsend is a ChFC® credentialed financial advisor with 33 years of industry experience. He is currently with Money Concepts Capital Corp and has held roles at Western International Securities, Inc., Crown Capital Securities, L.P., and other firms. Outside of advisory work, Townsend provides financial oversight for residential care facilities for the elderly and serves as a real estate broker for Townsend Properties, Inc. Money Concepts Capital Corp is an enterprise-scale adviser serving a diverse client base that includes individual investors, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, offering a range of discretionary and non-discretionary portfolio programs supported by third-party managers and technology platforms.

Kitmen Gunther is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been affiliated with Transamerica Financial Advisors since 2012. Outside of his advisory role, he is involved in several business ventures including property management for Casa Sereno, LLC, and serves as president of the nonprofit Asian Community Development. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio approach with third-party managers and platforms to deliver its services.

Ryan Metzger is a financial advisor with GWN Securities Inc. in Torrance, CA, holding a Series 66 credential and bringing 13 years of industry experience. He has been with GWN Securities since 2014. Outside of his advisory role, Metzger is a managing partner in a thoroughbred horse ownership and breeding partnership and consults on blue-collar projects through a property management company. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning services. The firm employs a portfolio management approach using affiliated and unaffiliated sub-advisers with model-based allocations and incorporates market-timing and momentum-based strategies in some legacy programs.

Norman Mcgill is a CFP® with 13 years of experience in financial advising. He is currently with EP Wealth Advisors and has previously worked at Wacker Wealth Partners, Parkside Advisors LLC, Grubman Wealth Management, and Woodland Leishman & Associates. 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 uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and provides ongoing monitoring, including third-party manager oversight and ERISA plan services.

Joseph Brooks is a financial advisor with EP Wealth Advisors in Torrance, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining EP Wealth Advisors in 2025, he worked for Nbs Financial for 23 years. 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, employing customized model portfolios with a mix of fundamental, technical, and cyclical analysis.

Clint Camua Sr. is a CFP® professional at EP Wealth Advisors with 27 years of industry experience. He has been with EP Wealth Advisors since 2007. EP Wealth Advisors is a registered investment adviser that 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 certain clients, utilizing customized model portfolios and a range of investment strategies.

Zachary Messina is a financial advisor at EP Wealth Advisors with 25 years of industry experience. He holds Series 63 and 65 licenses and has previously worked with Executive Wealth Management and Private Client Services. Outside of his advisory role, Messina is involved with EWM Tax Solutions, a tax preparation business he owns. 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 such as tax preparation and estate-document preparation, utilizing customized portfolios with a range of investment strategies and third-party manager oversight.

Milton Mejia is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Diversified Investment Advisors, Diversified Investors Securities Corp., and T. Rowe Price Advisory Services. Outside of advising, he is a landlord for multiple rental properties. Voya Financial Advisors, Inc. is an enterprise-scale firm that offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver services primarily through non-discretionary client relationships.

Matthew Wilson is a Certified Financial Planner® with 24 years of industry experience. He currently works at EP Wealth Advisors and previously held roles at R. E. Wacker Associates, REW Inc., and Charles Schwab. 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 for clients meeting specified asset thresholds.

Arman Melikian is a financial advisor at Sanctuary Advisors, LLC with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Bank of America and Merrill. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent advisors. The firm employs a range of investment approaches and platforms, providing both discretionary and non-discretionary management options while acting as a fiduciary under written advisory agreements.

Crystal Lamar is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Outside of her advisory role, she is involved in property management through ownership and management of real estate entities in Los Angeles. Citigroup Global Markets serves a broad client base ranging from workplace investors to ultra-high-net-worth individuals, offering multi-asset, multi-manager investment programs and a variety of execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research and risk management, enabling it to provide tailored advisory and discretionary solutions.

Jabari Butler is a financial advisor at TIAA-CREF with eight years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities, Morgan Stanley Smith Barney, and Merrill. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, utilizing model portfolios and customized strategies depending on the program.

Ryan Serrecchia is a CFP® professional with 22 years of experience in financial advising. He has been with EP Wealth Advisors since 2008. The firm serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. EP Wealth Advisors employs a mix of fundamental, technical, and cyclical analysis for portfolio construction and provides various ancillary services such as tax preparation and estate-document facilitation for qualified clients.

Avetis Yetenekyan is a CFP®, CFA®, and Series 65 credentialed advisor with five years of industry experience. He is currently with EP Wealth Advisors in Torrance, CA, where he has worked since 2020. Prior to that, he was with Stonnington Group LLC and Maxwell Noll Inc. dba Maxwell Noll Investment Advisors. He also has experience in the retail sector through Mission Liquor. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning services, along with tax preparation and estate-document preparation for qualifying clients. Their investment approach includes customized model portfolios with ongoing monitoring, incorporating fundamental, technical, and cyclical analysis as well as alternative investments and third-party manager recommendations.

Corey Liu is a CFA® charterholder and holds Series 65 and Series 63 licenses, with 12 years of experience in the financial advisory industry. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2022. Prior to that, he was with City National Rochdale for three years and Pillar Pacific Capital Management LLC for six years. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

Janice Lang is a financial advisor at Equity Services, Inc. with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including DarbeeVision and Ameritas Life Insurance Corp. Outside of her advisory role, she is active as an insurance agent through Strategic Horizon. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Ryan Wang is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 licenses and four years of industry experience. His career includes roles in business development and client services across several companies, including Managed Health, Inheritguard, LLC, and Mailbox Power. Outside of financial advising, he is involved in providing employee benefit solutions and estate planning education. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, estates, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver investment advisory and retirement-plan services through a large advisor network and multiple program platforms.

Jonghong Park is a financial advisor with Transamerica Financial Advisors in Los Angeles, CA, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at Transamerica Financial Advisors since 2017 and has been involved with Two Fish Group since 2015, where he provides basic financial education as an instructor. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations, delivering services through model portfolios, third-party managers, and multiple advisory platforms.