Zornitsa Santiago is a financial advisor with Capital Group Private Client Services, Inc., holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. She has been with Capital Group Private Client Services since 2021 and has concurrently worked at Capital Bank & Trust Company since 2015. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, managing approximately $42.7 billion in discretionary assets as of mid-2025. The firm employs a long-term fundamental research approach using multiple portfolio managers and typically invests client assets in affiliated pooled funds and separately managed account programs.

Michael Barber is a financial advisor with EP Wealth Advisors holding a Series 65 credential and six years of industry experience. His prior work includes roles at Executive Wealth Management and Private Client Services. Outside of advisory work, he is a member of MRB Professional Services, a tax and accounting firm. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm employs a customized investment approach combining fundamental, technical, and cyclical analysis, and provides additional services such as tax preparation and estate-document support for qualifying clients.

Philip Baker is a CFP® professional at EP Wealth Advisors with one year of industry experience. He previously worked at CornerCap Wealth Advisors and Yeomans Consulting Group. 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 and financial planning, using a suitability-driven process that incorporates mutual funds, ETFs, equities, fixed income, and alternative investments.

Alysha Haezaert House is a financial advisor at &Partners with six years of industry experience. She holds a Series 66 credential and previously worked at Wells Fargo Advisors and Huber Capital Management, LLC. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a combination of proprietary models and third-party managers through the Envestnet platform.

Cameron Killeen is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He is currently with Capital Group Private Client Services, Inc. and has prior experience at City National Bank, Fidelity Investments, and his own business ventures. Outside of advising, he co-owns a short-term rental property in Arizona. Capital Group Private Client Services, Inc. provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using long-term fundamental research and multiple portfolio managers to build client portfolios. The firm manages approximately $42.7 billion in discretionary assets and typically allocates client assets among affiliated pooled funds and separately managed account programs.

James Holden is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with eight years of industry experience. He currently works at EP Wealth Advisors and has held roles at firms including VP Distributors LLC, Kayne Anderson Rudnick Investment Management, Morgan Stanley, UBS Financial Services, and Stifel. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm offers wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation for clients meeting certain asset thresholds, using customized model portfolios and a range of investment strategies.

Jay Eng is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Kinecta Financial & Insurance Services, LLC and LPL Financial, LLC from 2004 to 2020. Outside of his advisory role, he serves as a trustee of The Eng Family Trust, which is involved in real estate sales and property management. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and utilizes multiple advisory platforms and third-party asset managers.

Nicholas Hurdle is a financial advisor with Empower Advisory Group in Redondo Beach, CA. He holds Series 63 and Series 66 licenses and has five years of industry experience. His prior roles include positions at FSC Securities Corporation and McCarthy Wealth Management. Outside of finance, he has worked with Bark City Dog Daycare and the Orcutt Polo Association. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm utilizes an integrated model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

James Dwyer is a CFP® with 23 years of industry experience, currently serving as an advisor at EP Wealth Advisors since 2020. Prior to this, he worked at Providus Advisors, LLC for seven years. 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, with a suitability-driven approach to portfolio construction and management.

Matthew Stojkov is a CFP® with five years of industry experience, currently serving as a financial advisor at EP Wealth Advisors in Brighton, MI. His prior roles include positions at Executive Wealth Management, Great Lakes Wealth, and Woodbury Financial Services. Outside of his advisory work, he assists with a cabinet refinishing business called Sophie's Home Restoration. 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 approach to portfolio management and offers a range of services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Michael Schulman is a CFA® charterholder with 19 years of industry experience. He is currently with Cerity Partners LLC and previously worked at Running Point Capital Advisors, LLC, as well as Hollencrest Capital Management and Double Eagle Partners, LLC. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

David Devita is a CFP® and CFA® credentialed advisor with 12 years of industry experience. He is currently with EP Wealth Advisors and previously worked at Girard Advisory Services, Univest Bank and Trust Co, and Mercer Global Advisors. 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, and ancillary services such as tax preparation and estate-document facilitation, employing a suitability-driven investment process across a broad range of asset types.

Thuc Tran is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. for a combined 12 years. Citigroup Global Markets serves individual and institutional clients across high-net-worth and ultra-high-net-worth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with in-house research and operates as a security-based swap dealer and futures commission merchant.

Michael Hamilton is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Centaurus Financial since 2015 and also owns Eagle Tax Group, a tax preparation business. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers various financial planning and portfolio management options, utilizing both discretionary and non-discretionary arrangements with multiple analytical approaches.

Brian Latorre is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. He previously worked at Charles Schwab Bank for 10 years and has been with Charles Schwab & Co., Inc. since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement and planning discussions, and a range of investment recommendations utilizing Schwab’s proprietary tools and standard asset allocation models.

Aleksandr Chkadua is a CFP® and Series 65-credentialed advisor with nine years of industry experience. He has been with EP Wealth Advisors since 2016, serving in various capacities within the firm. EP Wealth Advisors is a registered investment adviser that serves individuals, including high-net-worth clients, corporate and business 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 qualified clients, using a customized investment approach that incorporates fundamental, technical, and cyclical analysis.

Sean Mcferson is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He has served as a partner at Windes Inc., a CPA firm, since 2012. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a predominantly long-term approach and utilizing internal and third-party asset management.

Alan Swerdloff is a financial advisor at Capital Group Private Client Services, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Capital Group Private Client Services, Inc. since 2021, following five years at Capital Bank And Trust Company. 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 emphasizes fundamental research, a long-term investment horizon, and a multi-manager approach through affiliated pooled funds and separately managed accounts.

Jacob Cornell is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Arkadios Capital, Arkadios Wealth Advisors, NAV ADVISORS, and Balance. Outside of his advisory work, he owns Cornell Asset Management, which offers term life insurance and Medicare services. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, corporations, trusts, and foundations. The firm employs both discretionary and non-discretionary investment management strategies through platforms such as CLASSIC Plus and offers specialized services including retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Lauren Salas is a financial advisor at Mariner with five years of industry experience. She holds a Series 65 designation and previously worked at Morton Capital Management and Ferguson Enterprise. Outside of financial advising, Salas is involved with Salas Homes, where she performs administrative duties. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by an internal team and third-party managers, and it features integrated tax and accounting services uncommon for firms of its size.