John Stephens Jr. is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 63 designation and 40 years of industry experience. He has been with Centaurus Financial since 2002. Outside of his advisory role, he owns Stephens Financial & Insurance Services, a non-investment related branding entity. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and trusts, offering financial planning and portfolio management through its CLASSIC Plus platform. The firm provides both discretionary and non-discretionary management, employing various analytical approaches and specialized advisory services.

Valerie Bullock is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Transamerica Financial Advisors since 2015 and also has affiliations with World Financial Group, Inc. Outside of her advisory work, she is involved in the sales of insurance products for companies affiliated with her firm. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm’s advisory approach emphasizes model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and TFA365.

Robert Mccarty is a financial advisor at EP Wealth Advisors with eight years of industry experience and holds a Series 65 credential. He has been with EP Wealth Advisors since 2022 and has also been involved with Technology Ventures Corporation since 2014. Outside of his advisory role, he serves as a board member and advisor to the CEO and CTO of Prism Analytics, Inc., a technology-based startup focusing on predictive analytics for supply chain issues. 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.

Tom Nguyen is a CFP® with eight years of industry experience, currently serving as a financial advisor at EP Wealth Advisors since 2018. Prior to this, he spent 17 years at The Capital Group. Outside of his advisory role, he is an advisory board member and chair of the finance and investment committee for the Friendship Foundation, a nonprofit focused on programs for individuals with developmental disabilities. 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 develop and manage portfolios and offers services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Daiana Kelleyian is a CFA® charterholder with 12 years of industry experience. She is currently with EP Wealth Advisors, where she has worked since 2019. Prior to that, she held roles at City National Rochdale, RIM Securities, LLC, and City National Bank. 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 manage portfolios and offers a range of services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Hayden Edmonds is a financial advisor at Capital Group Private Client Services, Inc. with one year of industry experience. Prior to joining Capital Group, he worked at PIMCO Investments, LLC for two years and held roles at Chapman University and Villanova Preparatory School. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, utilizing separately managed accounts and pooled funds. The firm’s investment approach is based on long-term fundamental research and a multiple portfolio manager system, with a focus on tax-sensitive strategies and client-specific restrictions.

Victor Avila is a financial advisor with Citigroup Global Markets who holds the Series 63 and Series 66 licenses and has 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, and U.S. Bancorp Investments. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale operations with unique market roles such as swap dealing and futures commission merchant activities.

Steven Nielsen is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 26 years of industry experience. He has worked at Centaurus Financial since 2017 and has been involved with Nielsen Wealth Management Group since 2010. Outside of advisory roles, he is active in teaching financial awareness seminars to the public and participates in a deferred sales trust marketing team, as well as managing a tax preparation business. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm offers both discretionary and non-discretionary portfolio management, employing a mix of fundamental, technical, and overlay strategies.

Armando Estevane is a CFP®-certified financial advisor at EP Wealth Advisors with 12 years of industry experience. His career includes roles at Fidelity Investments and JP Morgan Chase Bank prior to joining EP Wealth Advisors. 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, employing customized portfolios and a range of investment strategies including fundamental and technical analysis.

Ryan Kuhn is a CFP® professional with three years of experience in financial advising. He is currently with EP Wealth Advisors, where he has worked since 2019. Prior to that, he held roles at Pathlight Investors and Wageworks and has experience related to Arizona State University. 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, utilizing a suitability-driven process and a range of investment vehicles.

Steve Shim is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding a Series 66 designation and 18 years of industry experience. His prior work includes a decade at Axa Advisors, LLC, and he currently operates Coram Deo Insurance and Financial Services, Inc., brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and mainly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

German Amaya Jr. is a financial advisor with Citigroup Global Markets holding Series 65 and Series 66 licenses and two years of industry experience. His prior work includes positions at Bank of America, Merrill, JP Morgan, and Amazon, among others. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm combines large institutional scale with unique market roles, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Daniel Potter is a financial advisor at EP Wealth Advisors with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining EP Wealth Advisors in 2025, he worked at TBFM, LLP dba Buffington Mohr McNeal for three years and spent eight years at Boise State University. 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, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, using a suitability-driven process with a range of investment options.

Thomas Quinn is a CFA® charterholder and Series 65 licensed advisor with nine years of industry experience. He is currently with EP Wealth Advisors and previously spent 35 years at Cornercap Investment Counsel, where he also serves as CEO. Based in Atlanta, GA, Quinn’s background includes extensive leadership within investment management. 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 additional services such as tax preparation and estate-document facilitation.

Henry Degooyer is a CFP® and Series 65-licensed advisor with six years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2020, following roles at The Insight Group Inc., Integrated Financial Group, LLC, and HCA Healthcare. Based in Salt Lake City, UT, he provides financial advisory services through EP Wealth 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 and financial planning, employing a suitability-driven process that includes the use of mutual funds, ETFs, equities, fixed income, and alternative investments, along with fiduciary ERISA services and ancillary offerings such as tax preparation and estate-document facilitation.

Tammi Reinders is a financial advisor at Centaurus Financial, Inc. with 29 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Coordinated Capital Securities, Inc. for 21 years before joining Centaurus Financial in 2020. Outside of her advisory role, she is a co-owner of Reinders Tax, a tax preparation business. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, employing a mix of fundamental, technical, bottom-up, and top-down analysis.

Harris Kagan is a financial advisor with Eagle Strategies (NY Life) based in Los Angeles, CA, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been affiliated with Nylife Securities Inc. and New York Life Insurance Company since 1985. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

George Nabeshima is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes over 25 years at The Prudential Insurance Company of America and Pruco Securities, LLC, as well as experience in academic roles at the University of Hawaii and Kansas State University. He is also the owner of Seasons Quest Asset Management. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of services such as financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and management of annuity and variable life sub-accounts, employing both discretionary and non-discretionary strategies.

Wilmer Cordoba is a financial advisor with Centaurus Financial, Inc. based in Anaheim, CA, holding a Series 66 credential and seven years of industry experience. He previously worked at Morgan Stanley and currently serves as a portfolio manager for Nest Egg ETFs, LLC. Cordoba is also involved in insurance and annuity advisory roles through independent agencies. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management, and retirement-plan consulting through multiple platforms, managing a combination of discretionary and non-discretionary assets.

William Ford is a CFA® charterholder and holds a Series 63 license, with eight years of industry experience. He has been with Capital Group Private Client Services, Inc. since 2022 and previously worked at Capital Group / American Funds Distributors, Inc. and Capital Group Companies. Capital Group Private Client Services, Inc. provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm’s investment process emphasizes long-term fundamental research and uses multiple portfolio managers to tailor client allocations based on objectives, time horizon, and risk tolerance.