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. He is currently with EP Wealth Advisors, where he has worked since 2026, following a 16-year tenure at Capital Insight Partners. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to manage portfolios using a range of investment vehicles and offers services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Doug Ireland is a financial advisor at EP Wealth Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wedbush Securities, Mass Mutual Investors Services, and Ameriprise Financial Services. Outside of his advisory role, he serves as a high school baseball assistant coach in Irvine, CA. 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, and financial planning services, utilizing customized model portfolios and a range of investment strategies, while also providing ancillary services such as tax preparation and estate-document facilitation for qualifying clients.

Tara Rich is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, holding a Series 65 designation and five years of industry experience. Her prior roles include positions at Capital Bank & Trust Company and American University. Capital Group Private Client Services, Inc. provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, managing approximately $42.7 billion in assets as of mid-2025. The firm’s investment approach emphasizes long-term fundamental research and employs multiple portfolio managers through separately managed accounts and pooled 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 CFP® professional with 24 years of industry experience. He is currently with EP Wealth Advisors and has previously worked at firms including Private Client Services LLC and Executive Wealth Management, LLC. 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.

Lyndsey Xa is a CFP® with six years of industry experience and is currently with EP Wealth Advisors in Torrance, CA. She previously worked at The Insight Group and Ameriprise, and has a background that includes two years at T-Mobile prior to entering the financial industry. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, providing wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and a variety of analytical techniques, also offering ancillary services such as tax preparation and estate-document preparation for qualifying clients.

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 the Series 66 and Series 63 designations and has previously worked at Westmount Asset Management, Telos Capital Management, Raymond James Financial Services, and operated his own firm, Halbert Financial Management. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research, swap dealing, and futures commission merchant activities.

Maher Tayara is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup Inc. since 2022, following six years at JP Morgan Chase Bank and JP Morgan Securities LLC. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees to select and monitor managers.

Jason Bahramian is a financial advisor with Voya Financial Advisors, Inc. and holds a Series 66 designation, bringing 11 years of industry experience. His prior work includes roles at JP Morgan Securities, JP Morgan Chase Bank, and GWN Securities Inc. He also operates as an independent insurance agent, focusing on sales of fixed insurance products. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individuals, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management, third-party money manager access, and brokerage and insurance product distribution through its network of Investment Adviser Representatives.

Attaii Katayoun is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since 2003, she has worked in banking, investing, and wealth strategy, focusing on helping high-net-worth and ultra-high-net-worth clients manage and streamline various aspects of their financial lives. Katayoun provides personalized financial planning and investment advice across areas such as college education planning, divorce transition planning, legacy planning, retirement income strategies, and tax minimization. Katayoun holds a Bachelor's degree from the University of Bou Ali Sina, a Master's degree from the University of Tehran, and an MBA with a concentration in finance from California Lutheran University. She has earned professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). Fluent in English, Persian, and French, she combines technical expertise with empathy to build long-term client relationships. Outside of her professional work, Katayoun is involved in the Rotary Club Rancho Park. She enjoys biking, hiking, music, reading, traveling, and yoga, finding nature to be a source of serenity and balance that she values sharing with others.

Elliott Servais is a Certified Financial Planner (CFP®) and holds a Series 66 license with 12 years of industry experience. He has been with EP Wealth Advisors since 2014. 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, managing approximately $35.57 billion in assets with a team of about 214 advisors.

Jeffrey Ruderman is a CFP® with 14 years of experience in financial advising. He is currently with Capital Group Private Client Services, Inc., where he has worked since 2021. Prior to that, he was with Capital Bank and Trust Company for five years. 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 employs a multi-manager approach emphasizing fundamental research and a long-term horizon, often implementing client portfolios through affiliated pooled funds and separately managed accounts.

Clay Zachry is a CFP® professional with 24 years of industry experience. He is currently with EP Wealth Advisors and previously worked at Harris Financial Advisors, Inc. from 2009 to 2020. EP Wealth Advisors, LLC is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to manage portfolios using a variety of investment vehicles and offers additional services including tax preparation and estate-document facilitation.

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.

Elizabeth Desousa is a CFP® with 15 years of industry experience currently at Cerity Partners LLC. She previously worked at Running Point Capital Advisors, Mercer Global Advisors Inc., and Duckworth Wealth Advisors, Inc. Outside of her advisory role, she serves as a non-shareholder director of her spouse’s engineering firm and is the investment account trustee and chair of the committee for the Girl Scouts of Orange County. Cerity Partners provides customized wealth management services to individuals, families, trusts, business entities, and institutional investors nationwide. The firm uses tailored asset allocation, manager selection, and periodic rebalancing with a mix of proprietary quantitative screens, third-party managers, and individual securities, and it offers access to alternative and private-market investments alongside retirement plan consulting and tax planning.

Timothy Vanderhoof is a financial advisor at EP Wealth Advisors with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at J.P. Morgan Investment Management Inc. and its affiliated entities. 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 uses customized model portfolios and a range of investment strategies while providing ancillary services such as tax preparation and estate-document preparation for certain clients.

Zachary Cole is a financial advisor with Integrated Wealth Concepts LLC in West Hollywood, CA, holding one year of industry experience. Prior to joining Integrated Wealth Concepts, he worked at Sixteenth, Whalar, Slash, Select Management Group, and Golin. He is also engaged as a talent manager with Underscore. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios that include mutual funds, ETFs, individual equities, and fixed income.