Sherry Anselmo is a financial advisor at EP Wealth Advisors with 33 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at Charles Schwab & Co., Inc. and TD Ameritrade Investment Management, LLC. 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, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients. They utilize customized model portfolios with ongoing monitoring and employ a mix of fundamental, technical, and cyclical analysis, including short-term trading and alternative investment strategies when appropriate.

Vincent Crescenzo is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Centaurus Financial since 1999. Outside of his advisory role, he owns and operates Crescenzo Financial, Inc., a health and dental insurance business. Centaurus Financial, Inc. serves 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, providing both discretionary and non-discretionary arrangements and incorporating a variety of analytical approaches and specialized advisory services.

Carey Mcneal is a financial advisor at EP Wealth Advisors with 27 years of industry experience. He previously worked at Buffington Mohr McNeal for 27 years before joining EP Wealth Advisors in 2025. Outside of his advisory role, Mcneal serves as vice president of the McNeal Corporation, managing real estate development and project accounting. EP Wealth Advisors 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, employing a suitability-driven approach that includes mutual funds, ETFs, equities, fixed income, and alternative investments.

Jimmie Ray is a financial advisor at Centaurus Financial, Inc. with 34 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. In addition to his advisory work since 2013, he serves as president and CEO of J A Ray Insurance Services, Inc., a life, health, disability, and long-term care insurance agency he has led since 1976. Ray is also involved in pastoral ministry through the Fellowship of Evangelical Pastors, providing training and occasional counseling. Centaurus Financial, Inc. offers advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm provides a range of financial planning and portfolio management solutions, employing both discretionary and non-discretionary strategies that incorporate fundamental, technical, and multi-manager approaches.

Lawrence Bennett is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 42 years of industry experience and has worked with Eagle Strategies since 2022, alongside operating Bennett Financial & Insurance Services since 1999. Lawrence is also involved in community activities, volunteering with the Boy Scouts, serving on the finance committee for Tara’s Chance, and holding an officer position as president of the Kiwanis Club of Fullerton. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional clients, and plan sponsors. The firm emphasizes tailored recommendations and primarily manages client assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Dawn Bowman is a financial advisor at Mariner with 28 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior firms include Raymond James Financial Services Advisors Inc. and WC Walker & Associates, Inc. Dawn is also a Certified Divorce Financial Analyst, providing divorce financial analysis to individuals and couples. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, and specialized services such as tax coordination and Core Family Office solutions. The firm’s investment approach combines in-house research with third-party managers across various asset classes and includes integrated tax and administrative services uncommon in large advisory enterprises.

Michael Coursey is a financial advisor with EP Wealth Advisors, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Clearview Wealth Advisors, Capstone Wealth Advisors, and Wells Fargo Advisors. EP Wealth Advisors serves individuals, corporate clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and provides specialized services such as tax preparation and estate-document preparation for qualified clients.

Martin Nodilo is a financial advisor at EP Wealth Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pathlight Investors, LLC for 10 years before joining EP Wealth Advisors in 2019. 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, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, employing a suitability-driven process and a range of investment vehicles.

Brandon Krizo Yaple is a financial advisor with EP Wealth Advisors and holds Series 63 and Series 65 licenses. He has 11 years of industry experience, including prior roles at Fisher Investments and Wells Fargo Clearing. 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, with customized model portfolios and access to ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Yueyi Du is a financial advisor with Transamerica Financial Advisors and holds a Series 63 designation. She has three years of industry experience and has been involved with DU Advisors, LLC since 2020, where she provides accounting and tax services. Her prior experience includes roles at Smarter Tools, Inc. and Wfgia. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides proprietary and third-party model portfolio solutions with discretionary and non-discretionary options.

Mustafa Binns is a CFP® certificant with nine years of experience in the financial services industry. He is currently with EP Wealth Advisors and has held prior roles at Empirical Wealth Management, Coldstream Wealth Management, Merrill, and other firms. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios and a range of analytical approaches including fundamental, technical, and cyclical analysis.

Claudia Leao is a financial advisor at Empower Advisory Group with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at GWFS Equities, Inc. and TIAA-CREF. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm uses an integrated delivery model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates in its planning services.

Gary Klein is a financial advisor at NewEdge Advisors with 28 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining NewEdge Advisors in 2024, he worked at Regal Wealth Group Inc for 19 years. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Esther Ebo is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds a Series 66 designation and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of her advisory role, she is the founder of Miragate USA Inc., a startup focused on confectionary food products and online sales. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides bespoke discretionary solutions alongside institutional-scale research and execution capabilities.

Julie O’rourke is a CFP® with seven years of industry experience, currently serving as a financial advisor at EP Wealth Advisors since 2022. Her prior experience includes roles at U.S. Bancorp Investments, U.S. Bank, and City National Bank. 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, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, employing a suitability-driven investment process across a range of asset classes.

John King is a financial advisor at Centaurus Financial, Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked at Devere Acuma LLC. Outside of his advisory role, he serves as Vice President of Beach Financial Group, Inc., a branding and marketing firm. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and advisory management of annuity and variable life sub-accounts.

Nishesh Yadav is a financial advisor at EP Wealth Advisors with Series 63 and Series 65 credentials and five years of industry experience. He has previously worked at Charles Schwab & Co., Inc. and TD Ameritrade. Outside of his advisory role, he is the founder of iNishiative Sports LLC, a firm providing coaching, training, and film editing services. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm employs a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and provides additional services such as tax preparation and estate-document preparation for qualifying clients.

Andrew Becker is a financial advisor at EP Wealth Advisors with 20 years of industry experience. He previously worked for J.J.B. Hilliard, W.L. Lyons, LLC for 13 years. Outside of his advisory role, he is a lender and shareholder in a skincare company based in Hamburg, Germany, and participates in investor meetings remotely. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm provides discretionary portfolio management and financial planning using a suitability-driven process and offers additional services such as tax preparation and estate-document facilitation.

Stephen Knadle is a CFA® charterholder with seven years of industry experience. He is currently with EP Wealth Advisors and has previously worked at Fidelity Brokerage Services LLC and Shuster Advisory Group. EP Wealth Advisors serves individuals, including high-net-worth clients, as well as corporate and retirement plan clients. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation, utilizing customized model portfolios and a blend of fundamental, technical, and cyclical analysis.

Elias Gracia Ruiz is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and three years of industry experience. He has been with Citigroup since 2022 and previously worked at Swarthmore College and Helix Charter High School. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs through discretionary and non-discretionary approaches. The firm operates with significant institutional scale and provides a range of advisory and execution services, including access to alternative investments and digital assets.