Hansen Champlin is a financial advisor with Independent Financial Partners and holds Series 63 and Series 65 designations. He has 32 years of industry experience and has worked previously with LPL Financial and Unify Federal Credit Union, where he continues to serve in various roles, including Vice President. Champlin is also a board member of the Irlen Syndrome Foundation, a nonprofit focused on raising awareness and funding research. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable capability in retirement-plan advisory and pension consulting.

Rene Moran IV is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Downey Federal Credit Union and J.P. Morgan Securities. 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 variety of financial planning and portfolio management services through its CLASSIC Plus platform, using both discretionary and non-discretionary arrangements.

Christopher Martin is a financial advisor at Centaurus Financial, Inc. with 26 years of industry experience. He has been with Centaurus Financial since 2006. Outside of his advisory role, he serves as president and CFO of Glorietta Management Group Inc., a company providing business and personnel management solutions to niche businesses. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm employs a variety of analytical approaches and provides financial planning, portfolio management, retirement-plan consulting, and specialized advisory services.

Pei Li Wang is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. She holds a Series 63 designation and has worked at Integrated Wealth Concepts since 2024. Outside of her advisory role, Wang is a partner at Windes, Inc., a CPA firm, where she has served since 2000. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, utilizing customized portfolios with a long-term investment approach combined with tactical rebalancing and oversight of third-party managers.

Alice Agyemang Badu is a CFP® professional with 14 years of industry experience, currently advising with Eagle Strategies (NY Life). She has been with Eagle Strategies since 2013 and also maintains roles with Nylife Securities LLC and New York Life Insurance Company. Outside of her advisory work, she serves on the board of Amasan Radio, an online station focused on supporting the immigrant Ghanaian community, and holds leadership roles in nonprofit organizations related to education and library support. Additionally, she volunteers with the CFP Board’s Disciplinary and Ethics Commission. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm provides tailored solutions across multiple program types, working with individual investors, institutional clients, and plan sponsors, with an emphasis on non-discretionary asset management and fiduciary responsibilities.

Robert Schimmel is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation with 23 years of industry experience. He has been with Centaurus Financial since 2015. Outside of his advisory role, he serves as an operations manager at Hamilton Wealth Management, where he is involved in administrative, sales, marketing, and advisory services. 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 financial planning and portfolio management services through its CLASSIC Plus platform, employing both discretionary and non-discretionary arrangements with various analytical approaches.

Alexander Deherrera is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Churchill Management Group since 2011, joining Focus Partners Wealth in 2025. 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 investment approach that emphasizes tax- and fee-sensitivity and combines active and passive strategies within an enhanced open architecture framework.

Joey Roman is a CFP® and Series 65-licensed financial advisor with EP Wealth Advisors in Torrance, CA, bringing two years of industry experience. Prior to joining EP Wealth Advisors, he worked in veterinary care and retail, and he has served with the Long Beach Fire Department. 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 services using a suitability-driven approach that includes mutual funds, ETFs, equities, fixed income, and alternative investments.

Devin Paul is a financial advisor at EP Wealth Advisors with four years of industry experience. He holds a Series 65 designation and has worked with several firms, including Warren Financial Service and Northwestern Mutual. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, portfolio management, and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis, as well as access to alternative investments and private funds.

Jared Kelly is a financial professional with GWN Securities Inc., holding a Series 66 designation and 12 years of industry experience. He has been with GWN Securities since 2014. Outside of his advisory role, he is the owner of Medusa Capital, Inc., a limited liability company. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients, including high-net-worth investors. The firm manages approximately $3.65 billion across more than 37,000 accounts, offering discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios through a large network of advisors.

Brian Lacrosse is a CFP® professional with 19 years of industry experience, currently serving as an advisor at GWN Securities Inc. since 2014. He holds the Series 66 designation and is co-owner of The Galeb Group, a financial services business involved in investment and insurance sales. GWN Securities is an SEC-registered investment adviser and broker-dealer that manages discretionary accounts and provides financial planning for individual and business clients. The firm offers a range of managed-account programs and model portfolios, including traditional and active strategies, supported by a large network of approximately 423 advisors.

James Henry is a financial advisor at EP Wealth Advisors with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Sloan Investment Management LLC for 13 years. 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, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients, using customized model portfolios and a range of investment strategies.

Ryan Jeffries is a financial advisor with Citigroup Global Markets Inc. He holds Series 63 and Series 66 licenses and has four years of industry experience, including prior roles at JPMC Bank NA and J.P. Morgan Securities LLC. He is based in Los Angeles, CA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and security-pricing activities.

Yossry Ghaly is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2023. His prior experience includes roles at J.P. Morgan Securities LLC, JP Morgan Chase Bank, and Swiss International Financial Brokerage. 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 unique market roles such as swap dealer and futures commission merchant, providing a broad range of investment advisory and execution services.

Casey Conrad is a financial advisor at EP Wealth Advisors with three years of industry experience. He holds a Series 66 designation and has prior experience at Capital Group - American Funds Distributors, Inc. and various credit unions. Outside of advisory work, he has been involved with Infinite Rares since 2022, an entrepreneurial venture. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers customized wealth management, discretionary portfolio management, and financial planning services, utilizing a blend of fundamental, technical, and cyclical analysis along with alternative investment strategies.

Lyla Kristina Bonilla is a Series 65-licensed financial advisor with one year of industry experience. She is currently with EP Wealth Advisors and has prior experience at Opes Wealth Management, Neokai Capital, and Cambridge Associates. EP Wealth Advisors serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm utilizes customized model portfolios with fundamental, technical, and cyclical analysis, and provides services such as tax preparation and estate-document facilitation for qualified clients.

Richard Nelson is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. Nelson has worked at Centaurus Financial since 2012 and has operated Nelson Pension and Insurance Services since 1994, where he also serves as president and sells fixed insurance products. 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, portfolio management, retirement-plan consulting, and specialized advisory services through a variety of discretionary and non-discretionary arrangements.

Emily Sorensen is a CFP® and Series 65-licensed financial advisor with two years of industry experience. She is currently with EP Wealth Advisors and previously worked at Spring Source Wealth Advisors and held various roles at Utah State University and Conservice The Utility Experts. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation, utilizing customized model portfolios and a mix of fundamental, technical, and cyclical analysis.

Jesse Taylor is a financial advisor at Mariner with five years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His work background includes roles at PayQwick, LeafLink, and self-employment prior to joining Mariner. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement consulting, and integrated tax and accounting services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, offering a wide range of investment strategies along with administrative family office and financial wellness solutions.

Ryan Ignacio is a CFP® and CFA® with 10 years of industry experience. He has worked at EP Wealth Advisors since 2021 and previously spent five years at NewFocus Financial Group, LLC. Ignacio holds a Series 63 license and is based in Torrance, CA. 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, discretionary portfolio management, and financial planning with additional services such as tax preparation and estate-document assistance for qualified clients. Their investment approach includes customized model portfolios with fundamental, technical, and cyclical analysis, incorporating third-party managers and ERISA plan services.