Charleger Santiago is a financial advisor with Eagle Strategies (New York Life) based in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2006. Santiago serves as a board member for Community First Fund. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and offers a range of advisory programs, primarily managing assets on a non-discretionary basis.

Steven Simon is a financial advisor with Equity Services, Inc. in Beverly Hills, CA, holding the ChFC® and Series 63 designations and bringing 44 years of industry experience. He has been associated with Equity Services, Inc. since 1995 and with National Life Group since 1997. Equity Services, Inc., operating 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 that combine long-term strategies with options for shorter-term trading and utilizes third-party asset managers and model portfolios.

James Nevers is a financial advisor at EP Wealth Advisors with 13 years of industry experience. He holds a Series 65 designation and previously worked at Soundmark Wealth Management, LLC, and served in the U.S. Army National Guard. 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 approach to portfolio management and financial planning, and offers services including tax preparation and estate-document facilitation.

Cole Allshouse is a financial advisor at EP Wealth Advisors with two years of industry experience. He holds a Series 65 designation and previously worked at Wacker Wealth Partners and Garcia Architecture + Design, where he spent 19 years. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans, offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients. The firm uses a combination of fundamental, technical, and cyclical analysis to construct and monitor customized portfolios, and it provides ERISA plan services and third-party manager recommendations.

Alexander Montesinos Teran is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA. He holds a Series 65 designation and has been with Centaurus Financial since 2025. Prior to joining the firm, he worked at Bank of America for three years. Centaurus Financial, Inc. provides advisory and brokerage services to a broad range of clients 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 specialized advisory services with both discretionary and non-discretionary arrangements.

Wade Murphy is a financial advisor at GWN Securities Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with GWN Securities since 2010. Murphy also serves as president of Envision Financial & Insurance Services, where he focuses on retirement planning for educators. Outside of his advisory roles, he is a board member of The Jack Kramer Club, a private tennis club in Rolling Hills Estates. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers through a network of over 400 advisors, managing approximately $3.65 billion across more than 37,000 accounts.

James Peters is a ChFC® with 30 years of industry experience and has been with Centaurus Financial, Inc. since 2012. In addition to his advisory role, he serves as president of Victory Financial Education, a nonprofit focused on financial education. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, and institutions. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services with both discretionary and non-discretionary arrangements.

Timothy Thompson is a financial advisor at Centaurus Financial, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2011. Outside of his advisory role, he works as an insurance agent specializing in group and individual health, disability, and term life policies. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, employing a combination of fundamental and technical analysis across discretionary and non-discretionary accounts.

Shannen Smith is a financial advisor at EP Wealth Advisors with a Series 65 designation and two years of industry experience. She previously worked for eight years at Sloan Investment Management LLC. 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 certain asset thresholds.

Laurie Allen is a financial advisor with GWN Securities Inc. in Redondo Beach, CA, holding a Series 66 credential and 17 years of industry experience. She previously worked at AXA Advisors, LLC before joining GWN Securities in 2017. Outside of her advisory role, Allen serves as CEO of Laurie Allen Wealth Management and LA Insurance Services, and she provides pro bono financial planning focused on budgeting, debt management, and emergency planning. She also coordinates fundraising activities for Valor Christian Academy’s PTA. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice primarily via managed-account programs and a variety of investment strategies.

Nicholas Burton is a Series 65-licensed financial advisor at EP Wealth Advisors with one year of industry experience. His prior work includes roles at Camelback Strategy Group and Scion, as well as positions in academic settings at Texas Tech University. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans by providing wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and a combination of fundamental, technical, and cyclical analysis, alongside alternative investment options and third-party manager recommendations.

Tyson Tate is a financial advisor with EP Wealth Advisors in Torrance, CA, holding a Series 65 designation and three years of industry experience. Prior to joining EP Wealth Advisors, he worked at Costco Wholesale and Brick Oven Restaurants. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios with fundamental, technical, and cyclical analysis and provides ancillary services such as tax preparation and estate-document preparation for qualified clients.

Michael Hollar is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 registrations and 8 years of industry experience. He previously worked at Clark & Associates Financial Services and TCFG Wealth Management. Outside of his advisory role, Hollar serves as a referee for youth soccer games through the Arizona Interscholastic Association. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting through a variety of discretionary and non-discretionary arrangements, utilizing multiple analytical approaches and specialized advisory services.

Carlos Vasquez is a financial advisor with Principal Financial Services in Torrance, CA, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Princor Financial Services Corporation and Principal Life Insurance Company since 2007. In addition to his advisory role, he serves as a bank/trust officer supporting Principal retirement plan account relationships across insurance, broker-dealer, and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Stephen Lalli is a financial advisor with PlanMember Securities Corporation based in Carpinteria, CA, holding a Series 63 designation and over 30 years of industry experience. He has worked at PlanMember Securities Corporation since 2006 and previously spent nine years at Surety Investment Services. In addition to his advisory role, he serves as an agent selling supplemental insurance and life insurance products. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services including personalized retirement planning and separation counseling.

Andrew Talley is a financial advisor with EP Wealth Advisors in San Diego, CA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company. Before entering the financial industry, he worked at Rantec Power Systems and Purlieu Landscape Design + Build. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management and financial planning through a suitability-driven process, employing a range of investment vehicles and third-party managers, while providing additional services such as tax preparation and estate-document facilitation.

Alan Scott is a CFP® with 13 years of experience in the financial services industry. He is affiliated with PlanMember Securities Corporation and has concurrent experience as an independent insurance agent and a real estate sales agent since 2004 and 2012, respectively. His activities include acting as a real estate agent primarily for residential homes. PlanMember provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its proprietary asset allocation portfolios. The firm’s investment approach emphasizes a top-down strategic asset allocation with risk-based mutual fund portfolios and incorporates education and support services for plan sponsors and participants.

Ryan Munroe is a CFP® professional with 12 years of experience in the financial services industry. He has worked at several firms including Creative Planning, Reilly Financial Advisors, Versant Capital Management, JPMorgan Securities, Janus, and TIAA-CREF. He is currently with Creative Planning in San Diego, CA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Jeffrey Holben is a financial advisor at EP Wealth Advisors with 19 years of industry experience. He holds a Series 65 designation and previously led The Holben Group, LLC for nearly two decades. Outside of his advisory role, he manages ranching and property management businesses. EP Wealth Advisors is a fee-only independent firm serving individuals, charities, corporations, trusts, and retirement plans with discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document facilitation. The firm employs a suitability-driven process and offers a range of investment options, fiduciary ERISA services, and participant education for defined contribution plans.

Austin Seifert is a CFP®-credentialed financial advisor with five years of industry experience. He is currently with EP Wealth Advisors and has previously worked at Thompson Wealth Management, Harbour Investments, Beacon Pointe Advisors, and Transform Wealth. 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, utilizing customized portfolios and a mix of fundamental, technical, and cyclical analysis.