Elijah Burton is a financial advisor at EP Wealth Advisors in Denver, CO, holding a Series 65 designation with less than one year of industry experience. Prior to his current role, he worked in various positions including at Waikiki Beach Services and i9 Sports. EP Wealth Advisors is an independent, fee-only 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, managing approximately $35.57 billion in assets with a suitability-driven investment approach.

Michael Tootle is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and six years of industry experience. He has prior experience with PREP Securities, CR Capital Financial, and has held multiple roles at Centaurus Financial since 2013. Outside of financial advising, he is licensed to practice law in Arizona and Missouri and works as an attorney. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a combination of fundamental, technical, bottom-up, and top-down analysis.

Martin Chiu is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 credentials. He has 38 years of industry experience and has been involved with multiple consulting and wealth advisory entities, including founding VANTAQUEST. In addition to his advisory work, he has served as an instructor since 2017 and operates a consulting firm focused on family wealth matters. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and trusts. The firm delivers advisory and brokerage services through independent representatives and emphasizes a predominantly non-discretionary approach to asset management.

Mark Townsend is a financial advisor with Money Concepts Capital Corp in Placentia, CA, holding the ChFC® and Series 63 credentials and bringing 32 years of industry experience. His prior roles include positions at Western International Securities, Crown Capital Securities, and Innovative Advisors, among others. Outside of advising, he provides financial oversight for elderly residential care facilities and serves as a recruiting consultant training insurance agents. Money Concepts Advisory Service (MCAS) offers portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of model portfolios, proprietary and third-party strategies, and both discretionary and non-discretionary account management.

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® and Series 65 licensed financial advisor with 12 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2024. His prior experience includes roles at Wacker Wealth Partners, Parkside Advisors LLC, and Grubman Wealth Management. EP Wealth Advisors, LLC is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm uses a suitability-driven process to create and manage portfolios with a range of investment options and offers additional services such as tax preparation and estate-document facilitation.

Joseph Brooks is a financial advisor at EP Wealth Advisors with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for NBS Financial from 2002 to 2025. EP Wealth Advisors serves individuals, high-net-worth clients, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning, utilizing customized model portfolios with fundamental, technical, and cyclical analysis, and offers additional services including tax preparation and estate-document assistance for qualifying clients.

Clint Camua Sr. is a CFP® professional with 27 years of experience in financial advising, currently serving at EP Wealth Advisors since 2007. He holds Series 63 and Series 65 licenses and is based in Torrance, CA. EP Wealth Advisors is an independent, fee-only 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.

Kelley Slaught is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 13 years of industry experience. She has been with Centaurus Financial since 2012 and is also involved in American Patriotic Merchandise, a business selling American patriotic promotional items. Additionally, she is the author of "The Great Retirement Mystery," which she promotes through a radio show. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized services, employing a variety of investment strategies and both discretionary and non-discretionary arrangements.

Zachary Messina is a financial advisor at EP Wealth Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Executive Wealth Management and Private Client Services. Outside of his advisory role, he owns a tax preparation service, EWM Tax Solutions, and serves as a director and part owner of EWM Capital. EP Wealth Advisors is an independent, fee-only 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.

Robert Condon is a financial advisor at Valic Financial Advisors with 32 years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Valic Financial Advisors in 2021, he worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2017 to 2019. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services. The firm utilizes discretionary unified managed accounts and centralized technology to support its nationwide network of over 1,200 advisors.

Milton Mejia is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has 30 years of industry experience. Prior to joining VOYA in 2025, he worked at Diversified Investment Advisors and Diversified Investors Securities Corp. from 2010 to 2023. Outside of his advisory work, Mejia is a landlord for multiple residential rental properties. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base that includes individuals, charitable organizations, corporations, and plan sponsors. The firm delivers investment guidance through a combination of model portfolios and manager-driven strategies, offering both discretionary and non-discretionary programs.

Matthew Wilson is a CFP® and holds a Series 66 license with 23 years of industry experience. He is currently an advisor at EP Wealth Advisors, where he has worked since 2024, following a 16-year tenure at R. E. Wacker Associates, Inc. based in San Luis Obispo, CA. EP Wealth Advisors, LLC is an independent, fee-only 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, employing a suitability-driven process and utilizing a range of investment vehicles including mutual funds, ETFs, equities, fixed income, and alternatives.

Joshua Hernandez is a financial advisor with Transamerica Financial Advisors in Orange, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved in several entrepreneurial ventures focused on marketing, training, consulting, and estate planning document services. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, employing a mix of proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Darcy Pierce is a financial advisor at NewEdge Advisors with 14 years of industry experience. She holds Series 66 and Series 65 designations and has previously worked at Regal Wealth Group and EmancipAction, Inc. 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 broad range of portfolio management and consulting services through a network of independent advisers and utilizes multiple program structures that combine in-house manager selection with third-party strategies.

Shawn Jeong is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding Series 63 and Series 65 designations and seven years of industry experience. His career includes roles at New York Life Insurance Company and NYLIFE Securities LLC, as well as experience with Seoul Hospitality Group and MGM Studios, Inc. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

Ryan Serrecchia is a CFP® professional with 21 years of industry experience. He has been with EP Wealth Advisors since 2008. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm uses a suitability-driven process to develop and manage portfolios, offering discretionary management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation.

Avetis Yetenekyan is a financial advisor with EP Wealth Advisors in Torrance, CA, holding CFP®, CFA®, and Series 65 designations and five years of industry experience. He has worked at EP Wealth Advisors since 2020 and previously was associated with Stonnington Group LLC and Maxwell Noll Investment Advisors. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services alongside ancillary offerings such as tax preparation and estate-document preparation. The firm uses customized model portfolios and a combination of fundamental, technical, and cyclical analysis, including alternative investments and private fund recommendations.