Casey Ahrendsen is a financial advisor at EP Wealth Advisors in Denver, CO, holding the ChFC® designation and Series 66 license with four years of industry experience. Prior to joining EP Wealth Advisors, Casey worked at Capital Group - American Funds Distributors, Inc. from 2021 to 2023. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven investment process and offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services including tax preparation and estate-document facilitation.

Daniel Kerr is a CFP® with nine years of industry experience, currently serving at Cerity Partners LLC. He previously worked at Running Point Capital Advisors, Mission Wealth, and Moss Adams Wealth Advisors. Kerr volunteers as Director of Investments for the South Bay Police and Fire Memorial Foundation. Cerity Partners provides customized wealth management services to a national client base that includes individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection, incorporating proprietary quantitative screens alongside third-party managers and individual securities, and offers services such as financial planning, retirement plan consulting, tax planning, and access to alternative and private-market investments.

Myunghee Byun is a financial advisor at Transamerica Financial Advisors with one year of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Wfgia and Equitable. Outside of financial advising, she is the CEO of Urban Beast US, a children’s clothing company. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services with a variety of fee-based and commission-based investment programs.

Richard Caw is a CFP® professional with 23 years of industry experience. He currently works at EP Wealth Advisors, LLC, where he has been employed since 2025. His prior experience includes roles at Better Money Decision and The Sherringon Group. 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 access for qualifying clients. Their investment approach includes customized model portfolios, ongoing monitoring, and the use of fundamental, technical, and cyclical analysis.

Todd Vaught is a CFP®-designated financial advisor at EP Wealth Advisors with three years of industry experience. His prior roles include positions at Pathstone and Key Investment Services. Outside of his advisory work, he has operated a vending business. EP Wealth Advisors serves individual, corporate, and retirement plan clients, offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document assistance. The firm employs a customized portfolio approach that integrates fundamental, technical, and cyclical analysis, along with access to alternative investments and third-party managers.

Gary Le is a Series 66-licensed advisor at Money Concepts Capital Corp with one year of industry experience. Prior to his role at the firm, he held various educational positions over the past decade, including roles at Santiago Canyon College, Troy High School, Sarah McGarvin Intermediate School, and Anthony Elementary School. Money Concepts Capital Corp serves a broad client base, including individual investors, pension plans, and corporations, managing approximately $4.07 billion in assets through enterprise-scale advisory services. The firm employs model-driven, asset-allocation strategies and offers both discretionary and non-discretionary programs, utilizing third-party managers and platforms such as Envestnet for investment and reporting support.

Kristina Ventura is a financial advisor at EP Wealth Advisors with 19 years of industry experience. She holds Series 65 and Series 66 credentials and previously worked at Peninsula Wealth, LLC for 11 years. Ventura is based in San Francisco, CA. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation.

Victoria Martin is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63, Series 65, and Series 66 licenses and 19 years of industry experience. She has worked at Centaurus Financial since 2006 and is also associated with Archangel Financial. In addition to her advisory role, Martin is a licensed attorney in California and owns a law practice specializing in estate planning, probate, special needs conservatorships, and trust administration. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, corporations, trusts, and foundations, offering financial planning, portfolio management, retirement-plan consulting, and advisory management of annuity and variable life sub-accounts through a blend of discretionary and non-discretionary arrangements. The firm employs a variety of analytical approaches and provides access to model overlay programs, tax-overlay services, and approved third-party money managers.

Andrew Kurtz is a financial advisor at EP Wealth Advisors with six years of industry experience. He holds a Series 65 designation and has worked at EP Wealth Advisors since 2023, following prior roles at RKL Wealth Management and RKL LLP. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by providing wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios with fundamental, technical, and cyclical analysis, and includes options such as short-term trading and alternative investments.

Naira Melkonyan is a financial advisor at Citigroup Global Markets in Los Angeles, CA, with 12 years of industry experience. She holds the Series 66 and Series 63 credentials and has been with Citigroup Private Bank since 2013. Outside of her advisory role, she acts as a Notary Public for friends and family. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.

John McGrath is a CFP® professional with 24 years of industry experience, currently serving as an advisor at EP Wealth Advisors since 2009. He holds Series 63 and Series 65 licenses and is based in Valencia, CA. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm provides discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, managing approximately $35.57 billion in assets.

Lynne Knox is a financial advisor at Capital Group Private Client Services, Inc. with 20 years of industry experience. She holds a Series 66 designation and previously worked at Capital Bank and Trust Company for five years. Capital Group Private Client Services, Inc. provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, focusing on accounts with a minimum of $5 million. The firm employs a fundamental research-based investment process with a long-term horizon and utilizes a multi-manager approach known as the “Capital System.”

Nicholas Carrillo is a financial advisor at Voya Financial Advisors, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and TOPA Diagnostics. Outside of his financial advisory role, Carrillo works as a substitute yoga instructor at The Ritual Westlake. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage and insurance product distribution. The firm provides advice through model portfolios, affiliated and third-party strategies, and manages the majority of its assets on a non-discretionary basis.

Aaron Dues is a CFP® professional with 10 years of industry experience. He has worked at Mariner Wealth Advisors since 2021 and previously spent five years at Kayne Anderson Rudnick Investment Management, LLC. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by both in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions uncommon for firms of its size.

Nathan Rogers is a financial advisor with EP Wealth Advisors in Torrance, CA, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Polaris Wealth Advisory Group, TD Ameritrade Investment Management, and Scottrade. Outside of advisory work, he teaches business law and business communications at Shasta College and supports corporate planning and oversight at a health and wellness center. EP Wealth Advisors is a registered investment adviser serving individual, corporate, and retirement plan clients. The firm offers wealth management, discretionary portfolio management, and financial planning services, employing customized model portfolios with a range of investment strategies and ongoing monitoring.

Brooke Wadsworth is a financial advisor at EP Wealth Advisors with five years of industry experience. She holds a Series 65 credential and has previously worked at Vantage Advisors, LLC and UHY Advisors MI, Inc. Outside of her advisory role, she is a member and shareholder of two real estate investment entities based in St. George, Utah. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to manage portfolios and offers a range of services including discretionary portfolio management, financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Peter Fry is a CFP® professional with three years of industry experience, currently advising at EP Wealth Advisors in Vancouver, WA. His prior roles include positions at Kimsa Asset Management and START LLC. EP Wealth Advisors, LLC is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to manage portfolios using a range of investment vehicles and also provides discretionary management, financial planning, and ancillary services such as tax preparation and estate-document facilitation.

Michelle Jackson is a CFP® with 27 years of industry experience. She has worked at Capital Group Private Client Services, Inc. since 2021 and previously held roles at Capital Bank & Trust Company and Morgan Stanley. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with at least $5 million in assets. The firm employs a multi-manager investment approach based on fundamental research and long-term strategies, often utilizing affiliated pooled funds and separately managed accounts.

Brian Vosberg is a financial advisor with Centaurus Financial, Inc., holding CFP® and ChFC® designations and over 24 years of industry experience. He has worked at Centaurus since 2009 and has operated Vosberg & Associates since 2005. Outside of his advisory work, Vosberg serves as an adjunct faculty member in the Finance, Real Estate, and Law Department at California State Polytechnic University Pomona and is involved in retirement education through various media formats. He also serves on the Citrus College Foundation Board and the Foothill Unity Center board. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse range of clients, including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services with both discretionary and non-discretionary arrangements, employing a combination of fundamental, technical, bottom-up, and top-down investment analyses.

Peter Haroun is a CFP® with 16 years of industry experience, currently with Private Advisor Group, LLC. His prior roles include positions at LPL Financial LLC, Mariner Independent Advisor Network, LLC, and Wells Fargo, spanning over a decade. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a wide network of investment adviser representatives and access to multiple asset management platforms and analytical approaches.