Todd Walklett is a CFP® and CFA® with six years of industry experience. He is currently with Cerity Partners LLC, having joined in 2022, and previously worked at Covington Capital Management and West Oak Capital, LLC. He is based in Los Angeles, CA. Cerity Partners advises a diverse client base including individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services and employs a client-specific investment framework combining quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Ashley Oliveira is a CFP® professional at EP Wealth Advisors with one year of industry experience. Prior to joining EP Wealth Advisors in 2025, she worked at Aspiriant from 2023 to 2025 and Brown Advisory from 2019 to 2023. Before entering the financial industry, she spent four years as a homemaker. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, 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, utilizing customized model portfolios and a range of investment strategies tailored to client needs.

Brian Payne is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He currently serves as Treasurer on the board of the Educational Freedom Foundation and is involved in teaching homeschool classes through the Pacific Coast Learning Center. Brian’s background also includes roles in health and dental insurance agencies and residential real estate. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm provides advisory and broker-dealer services with a range of investment programs, combining proprietary and third-party model portfolios, and manages both discretionary and non-discretionary assets.

Subash Seshadri is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisor Networks LLC, Securian Financial Services, and Ameriprise Financial. Wealth Enhancement Advisory Services (WEAS) provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and employs a diversified investment approach that blends passive and active managers, supported by an internal Investment Committee.

Angel Ventura is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding the ChFC® designation and Series 63 license, with 32 years of industry experience. He has been with Eagle Strategies since 2009 and has operated Louis Ventura Insurance & Financial Services since 2008. Ventura has also maintained long-term affiliations with Nylife Securities Inc. and New York Life since the early 1980s. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutions, and plan sponsors, emphasizing tailored solutions and a predominantly non-discretionary asset management approach.

Craig Mc Crory is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors since 2026. He previously spent 16 years with Capital Insight Partners, LLC. Mc Crory holds a Series 66 license and is based in Torrance, CA. 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 qualifying clients, utilizing customized model portfolios and a range of investment strategies.

Doug Ireland is a financial advisor with EP Wealth Advisors in Torrance, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wedbush Securities Inc., Mass Mutual Investors Services, and Ameriprise Financial Services. Outside of his advisory work, he serves as an assistant baseball coach at Arnold O. Beckham High School in Irvine, CA. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning, constructing customized model portfolios and providing ongoing monitoring using a mix of fundamental, technical, and cyclical analysis.

Tara Rich is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, holding a Series 65 designation with five years of industry experience. Her prior roles include positions at Capital Bank & Trust Company and American University. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach that emphasizes fundamental research and long-term investment horizons. The firm implements client portfolios through separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Stephanie Garcia is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Merrill, Bank of America, and Wells Fargo. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs, broker-dealer execution, and custody services. The firm combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Kevin Cross is a financial advisor at EP Wealth Advisors with 24 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Private Client Services LLC, INVEST Financial Corp, and Executive Wealth Management, LLC. EP Wealth Advisors 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 qualifying clients, utilizing customized model portfolios and a mix of fundamental, technical, and cyclical analysis.

Lyndsey Xa is a CFP® and holds a Series 65 license, with seven years of industry experience. She has worked at EP Wealth Advisors since 2020, and previously held positions at The Insight Group and Ameriprise. EP Wealth Advisors is a registered investment adviser serving individuals—including high-net-worth clients—businesses, and retirement plans. The firm offers wealth management, financial planning, and ancillary services such as tax preparation and estate-document assistance, and uses a range of analytical approaches to manage customized portfolios.

Yehudah Judah is a financial advisor at Transamerica Financial Advisors with five years of industry experience. He holds a Series 65 designation and has worked with several firms, including Mercor, WFGIA, King David Capital, and Chasing Value Asset Management. His business activities include sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, including fee-based wrap programs, model portfolios, and access to third-party money managers.

Brian Jun is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Los Angeles, CA. He holds the ChFC® designation and the Series 63 license, and has seven years of industry experience. His prior work includes roles with Nationallife Group, Farmers Insurance Group, and Farmers Financial Solutions. Outside of advising, he is involved in insurance agency operations through Golden Bells Insurance Agency and Worthington Financial Partners. Equity Services, Inc. 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 combining long-term strategies with options for shorter-term trading, serving clients through both discretionary and non-discretionary arrangements.

Jeffrey Halbert is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Westmount Asset Management, Telos Capital Management, Raymond James Financial Services, and Morgan Stanley. He is based in Los Angeles, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and unique market roles such as swap dealer and futures commission merchant.

Jason Bahramian is a Series 66-licensed financial advisor at Voya Financial Advisors, Inc. with 11 years of industry experience. His prior work includes roles at JP Morgan Securities, JP Morgan Chase Bank, and GWN Securities Inc. He is also active as an independent agent selling fixed insurance products. Voya Financial Advisors, Inc. is a large advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, nonprofits, and corporate clients. The firm utilizes a blend of in-house and external strategies, model portfolios, and technology tools, providing both non-discretionary and limited discretionary management through a broad network of advisors.

Elliott Servais is a CFP® and Series 66-registered financial advisor with 12 years of industry experience. He has been with EP Wealth Advisors in Torrance, CA since 2014. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning services, using a combination of fundamental, technical, and cyclical analysis, along with access to alternative investments and private funds.

Amir Farzin is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, NA. He is also a silent investor in a staffing agency, LDRG LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains distinctive market roles including swap dealing and futures commission merchant services.

Jeffrey Ruderman is a CFP® with 14 years of industry experience. He is currently with Capital Group Private Client Services, Inc. in Los Angeles, where he has worked since 2021. Prior to that, he spent five years at Capital Bank and Trust Company. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach through separately managed account programs, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Clay Zachry is a CFP® and holds a Series 66 designation with 25 years of industry experience. He is currently an advisor at EP Wealth Advisors and previously worked at Harris Financial Advisors, Inc. for 11 years. EP Wealth Advisors serves individuals, business clients, and retirement plans with wealth management and discretionary portfolio management, offering customized model portfolios and ancillary services including tax preparation and estate-document preparation for qualified clients. The firm integrates fundamental, technical, and cyclical analysis along with access to alternative investments and third-party managers.

Michael Sy is a CFP® with 38 years of industry experience. He has been with Equity Services, Inc. since 1996 and has also worked with National Life Group since 1995. Outside of his advisory role, he provides tax preparation and notary services to the public. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to a broad client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.