James Reyes is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Warner Pacific and multiple LLCs focused on estate planning and client services. Outside of advising, he provides estate planning referrals and health insurance services through affiliated firms. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.

Stephanie Richman is a CFP® professional at EP Wealth Advisors with 33 years of industry experience. Her prior roles include positions at Fidelity Private Wealth Management and her own firm, Richman Financial Planning, LLC. She owns and manages rental properties in Berkeley, 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, and ancillary services such as tax preparation and estate-document facilitation.

Sidney Sheridan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is also associated with Net Law Inc. and Wfg. Outside of his advisory role, he refers clients to estate document services through Net Law Inc. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach supported by multiple platform programs, with approximately $1.7 billion in regulatory assets under management.

Alex Canzano is a financial advisor with Citigroup Global Markets in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining Citigroup in 2022, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2014 to 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives trading, to provide a broad set of advisory and execution capabilities.

Jason Brown is a CFP® with 15 years of experience in the financial services industry. He currently works at EP Wealth Advisors and has held prior roles at firms including NEXT Financial Group, Pinnacle Peak Private Client Group, BCG Securities, Robert W Baird & Co., and The Vanguard Group. 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, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, using a suitability-driven process that includes model and customized portfolios.

James Carr Jr. is a financial advisor at EP Wealth Advisors with Series 63 and Series 65 credentials and over 25 years of industry experience. He previously worked at CIBC World Markets and Banc America Robertson Stephens. Carr serves on the boards of Wesleyan College, The Task Force For Global Health, the Rotary Club of Atlanta, and Emory University. 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, employing a suitability-driven process and a range of investment vehicles.

Sean Murphy is a CFP® with three years of industry experience, currently serving as a financial advisor at GWN Securities Inc. He has held concurrent roles at Envision Financial Group, Inc. since 2022 and previously worked with The Salvation Army. Murphy is also the Vice President of The Pension Geeks, a retirement and pension planning firm focused on serving K-12 school employees. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth investors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a range of traditional and legacy investment strategies.

Brian Mulvey is a financial advisor at EP Wealth Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Minot Wealth Management LLC and UBS Financial Services Inc. 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, employing a suitability-driven investment process across various asset classes.

Luke Cavanagh is a financial advisor at EP Wealth Advisors with a Series 65 designation and one year of industry experience. His prior work includes roles at AdaptHealth Corp and IKEA. 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.

James Reinke is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors since 2021. Prior to this, he worked at ICMA RC Services, LLC for seven years. 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.

Janice Vuong is a financial advisor with Transamerica Financial Advisors who holds the Series 63 and Series 65 credentials and has eight years of industry experience. Her work history includes roles at Anneta Insurance Solutions, Janice Vuong - Health Insurance Services, Morgan White Group, Delta Dental, and CAL Connect Insurance Services. She offers Medicare and other health insurance solutions, primarily serving senior clients and individuals seeking dental and vision insurance options. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm delivers services through a large network of advisors and multiple program platforms, utilizing model portfolios and third-party managers for portfolio management.

Vincent Chan is a financial advisor with Eagle Strategies (NY Life) based in Los Angeles, CA, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. His background includes roles at Ares Management LLC and the UCLA Anderson School of Management. Outside of his advisory work, he provides in-home support services assisting his mother with daily needs. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the vast majority of its assets on a non-discretionary basis.

Jonathan Zermeno is a financial advisor at First Command Advisory Services with three years of industry experience. He holds the Series 66 designation and has prior work history including eight years at Sun West Mortgage Company and nine years with the California Army National Guard. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a longstanding focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers from approved lists.

Amy Lange is a financial advisor at Cerity Partners LLC with the CFP®, CFA®, and Series 63 designations and three years of industry experience. She previously worked at Covington Capital Management from 2005 to 2022. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and institutional investors, advising on approximately $126.9 billion in client assets. The firm offers a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Chad Burton is a CFP® professional with 25 years of industry experience, currently serving as an advisor at EP Wealth Advisors since 2021. Prior to this, he worked for 16 years at NewFocus Financial Group, LLC. He holds Series 63 and Series 65 licenses and is based in Vancouver, WA. 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, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, utilizing a suitability-driven process and a range of investment options including mutual funds, ETFs, equities, fixed income, and alternatives.

Jeffrey Wu is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at Wells Fargo Advisors, CTBC Bank, and Cetera, among others. 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 in-house research and derivatives services.

Bryan Turnbow is a financial advisor at Focus Partners Wealth, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Churchill Management Group since 2005. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Yelena Vayner is a financial advisor at Capital Group Private Client Services, Inc. with seven years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Bank and Capital Bank & Trust Company. Based in Los Angeles, CA, she has been with Capital Group Private Client Services since 2021. 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 a minimum of $5 million in assets under management. The firm employs a fundamental research-driven, long-term investment approach through a multi-manager system and utilizes affiliated pooled funds and separately managed accounts.

Jordan Hubbs is a financial advisor with EP Wealth Advisors, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Prosperitas Financial, Team Edge, Inc., and J2 Global, Inc. Hubbs also has experience working with community and nonprofit organizations such as Crossroads Community Church. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning services, utilizing a blend of fundamental, technical, and cyclical analysis alongside alternative investment options and third-party manager recommendations.

Jonathan Taylor is a CFA® charterholder with 17 years of industry experience. He is currently with Capital Group Private Client Services, Inc., having joined in 2025, and previously worked at City National Rochdale and Merrill Lynch. Capital Group Private Client Services, Inc. provides discretionary investment management and related services mainly to high-net-worth individuals and charitable organizations, focusing on portfolios at or above $5 million. The firm employs a fundamental research-based approach with a long-term horizon and a multi-manager system that allocates segments of client portfolios to individual managers and analysts.