Marilyn Johnson is a financial advisor with TLG Advisors, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She previously worked at Gold Coast Securities, Inc. for 17 years before joining Simplicity Investments in 2026. Outside of advising, she is a self-employed actor and crew member in TV and film productions. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and financial planning using manager selection and modern portfolio theory, also offering a digital program called Starlight Portfolios for direct-to-consumer investing.

Dong Hoon Kim is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company since 2017 and previously worked at Voya Financial Advisors, Inc. and Strategic Alliance, Inc. Outside of his advisory role, he serves on the finance committee of Our Lady of Peace Korean Catholic Center, assisting with financial oversight related to the construction of a new building. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers diverse advisory programs and focuses on tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Esteban Camacho is a Series 66-licensed financial advisor with Primerica Advisors, based in Downey, CA, and has one year of industry experience. His work history includes roles at Park Avenue Securities, Guardian Life Insurance Company, and US Hybrid. In addition to advisory work, he is involved in insurance activities outside of Guardian Life. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

Paul Zambriski is a financial advisor at &PARTNERS with 26 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Advisors and Bank of America, N.A. Zambriski has a significant ownership interest in ZP Group LLC and serves as trustee for multiple investment-related entities in Torrance, CA. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, employing a range of portfolio management strategies that include proprietary models and third-party managers.

Nichole Dorch Cannon is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She serves as a board member and treasurer for the Black Excellence Leadership Council, an internal organization that provides training and leadership development for agents within WFG. Her professional background includes roles at NetLaw Inc., K & N Cannon, Synergy Financial, and other financial services firms. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and businesses. The firm employs a model portfolio and third-party manager approach, supported by a large advisor network and multiple program platforms.

Kevin Beebe is a CFA® charterholder and holds a Series 65 license, with 12 years of industry experience. He has been with EP Wealth Advisors in Torrance, CA since 2010. 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 approach to portfolio management and financial planning, offering services including discretionary management, retirement plan advisory, tax preparation, and estate-document facilitation.

Hugo Flores Jr. is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 63, Series 66, and Series 65 designations. His prior work history includes roles at Gwfs Equities, Inc. and H. Beck, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated platform focused on long-term portfolio returns and annual rebalancing.

Megan Minogue is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has a background that includes roles at SoCal Technologies, Inc. and Wfgia. Outside of finance, she owns and operates Castles Made of Sand, a business creating custom stained glass products. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver its advisory services through a large network of advisors and multiple program platforms.

Erin Whalen is a financial advisor at EP Wealth Advisors with 20 years of industry experience. She holds a Series 65 designation and has worked previously at Opes Wealth Management, LLC and Opes Advisors, Inc. before joining EP Wealth Advisors in 2026. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans by offering wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm utilizes a combination of fundamental, technical, and cyclical analysis to construct customized model portfolios and provides ongoing monitoring and rebalancing.

Carlos Rasmussen is a financial advisor with Centaurus Financial, Inc., holding the PFS™ designation and Series 63 and 65 licenses. He has 27 years of industry experience, including 15 years at Centaurus Financial and ongoing leadership at Rasmussen Capital Management Inc., where he serves as President and CEO. Outside of his advisory role, he is involved in insurance sales, business consulting, and serves as corporate secretary for a clinical counseling and life coaching organization. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients including individuals, families, and institutions. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary strategies with a combination of fundamental and technical analysis.

Monica Van Eck is a CFP® professional with 13 years of industry experience. She has been with EP Wealth Advisors since 2018 and previously worked at Millie Capital Management LLC from 2012 to 2018. Monica holds Series 63 and Series 65 licenses. 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, incorporating a range of investment vehicles and offering fiduciary ERISA services alongside tax preparation and estate-document facilitation for qualifying clients.

Matthew Crandall is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, Wells Fargo Advisors, and other financial institutions. Outside of his advisory work, he owns rental properties in Long Beach, California. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies using internal standards and oversight committees, supporting both discretionary and non-discretionary portfolios.

Albert Herzog III is a CFP® and ChFC® with 42 years of experience in financial advisory services. He is currently with EP Wealth Advisors and has held leadership roles at Executive Wealth Management, LLC, EWM Capital, LLC, and other affiliated firms. Outside of advisory roles, he is involved in tax preparation through EWM Tax Solutions, LLC and owns an independent financial consulting business, Herzog and Associates. 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 for portfolio management and offers services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Adam Phillips is a CFP®, CFA®, and Series 63 registered advisor with EP Wealth Advisors in Torrance, CA, bringing 13 years of industry experience. He has been with EP Wealth Advisors since 2014. 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 create and manage portfolios with a range of investment vehicles and offers discretionary portfolio management, financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Maarten Kerstens is a CFP® professional at EP Wealth Advisors with 13 years of industry experience. He previously worked at The Vanguard Group, Inc. for 12 years and has held roles at Harbour Investments, Inc. and Thompson Wealth Management. Outside of his advisory work, he is an independent insurance agent. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm offers customized wealth management and financial planning services, employing a variety of investment strategies including fundamental and technical analysis, and provides ancillary services such as tax preparation and estate-document support for qualified clients.

Eric Chen is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill Lynch. 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, security pricing, and derivatives services.

Michael Chechel Jr. is a financial advisor at EP Wealth Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Executive Wealth Management, Private Client Services, and INVEST Financial Corp. Outside of his advisory role, he owns MC3 Financial Planning Corp, which manages income and taxes. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process for portfolio management and offers additional services such as tax preparation and estate-document facilitation.

Joseph Papez Jr. is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Centaurus Financial since 2010. Outside of his advisory role, he manages insurance services focused on term life, whole life, health, and disability insurance through a separate business. Centaurus Financial, Inc. serves a diverse client base that includes individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of advisory and brokerage services, including financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized management of annuity and variable life sub-accounts, utilizing both discretionary and non-discretionary investment arrangements.

Natalia Amato is a financial advisor at Ep Wealth Advisors with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Cetera Investment Services LLC, Cetera Advisor Networks LLC, InvestCloud Inc., Infosys Limited, Niagara International Capital Limited, and Finestone Partners. Ep Wealth Advisors serves individual, corporate, and retirement plan clients by offering wealth management, discretionary portfolio management, and financial planning services. The firm employs 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 Ramirez Jr. is a CFP® and Series 65-registered financial advisor with 15 years of industry experience. He has been with EP Wealth Advisors since 2018 and previously worked at Private Asset Management, Inc. from 2010 to 2018. EP Wealth Advisors 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 create and manage portfolios and offers a range of services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.