Jennifer Birdsey is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Capital Group Private Client Services, Inc. since 2021. Prior to this, she worked at Capital Bank and Trust Company for five years. She holds a Series 63 license and is based in Los Angeles, CA. 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 a $5 million or greater managed-relationship threshold. The firm employs a fundamental research-driven, long-term investment approach with a multi-manager system that allocates portfolio segments to individual managers and analysts.

Jonathon Matson is a financial advisor with EP Wealth Advisors, holding Series 63 and Series 65 designations and 19 years of industry experience. He previously worked at REDW Wealth LLC and CUNA Brokerage Services, Inc., as well as CUNA Mutual Group. 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 such as tax preparation and estate-document facilitation.

Glenn Geist is a financial advisor at Capital Group Private Client Services, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Capital Bank and Trust Company from 2016 to 2021. 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 long-term investment horizons, often utilizing affiliated pooled funds and separately managed account programs.

Angela Horvat is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. She has worked with Diversified Investors Securities Corporation since 2006 and with Diversified Investment Advisors since 2004. Outside of finance, she owns and operates The Dancing Broom, LLC, a residential and commercial cleaning service. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education focused on asset allocation and retirement planning. The firm leverages Morningstar Investment Management’s proprietary tools and manages a large client base primarily through non-discretionary assets.

Corbin Coursey is a CFP® professional with seven years of industry experience. He is currently with EP Wealth Advisors and previously worked at Clearview Wealth Advisors, Versant Capital Management, and Equity Methods. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, financial planning, and ancillary services, using customized model portfolios and a combination of fundamental, technical, and cyclical analysis.

Giorgina Mei Nguyen is a financial advisor at EP Wealth Advisors with 14 years of industry experience. She holds the CFP® and Series 66 designations and has worked previously at Global Retirement Partners, LPL Financial, and Wells Fargo Advisors. 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 such as tax preparation and estate-document facilitation.

Barbara Walker is a financial advisor with TLG Advisors, Inc. She holds a Series 65 designation and has 18 years of industry experience. Her prior work includes roles at Senior Retirement Solutions and Blg Financial and Insurance Services Corporation. Outside of her advisory work, she is involved in online course creation through BOSS DOC ONLINE and serves as a board member of Premier Marketing Resources Corp., a trucking company. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

Albert Martinez is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and 20 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is also involved in several non-investment ventures, including proprietary medical software support at Tower Systems, Inc., and managing digital marketing and social media for Enlace Digital Media and Nessie Media Group. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers to implement its advisory services, supported by an extensive advisor network and multiple program platforms.

David Tse is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation and over 22 years of industry experience. He has worked at Churchill Management since 2000 and joined Focus Partners Wealth in 2025. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of wealth management and financial services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with a diverse set of investment options and an extensive network of affiliated service companies.

Joseph Crossan is a CFP® with 40 years of industry experience. He is currently with EP Wealth Advisors and has previously worked at Financial West Group and NBS Financial Services, Inc. There are no additional outside activities noted. 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, using a suitability-driven process to manage a range of investments and engaging third-party managers when appropriate.

Clifton Morton is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Cetera Investment Services, First Allied Securities, and National Planning Corporation. He is based in San Pedro, CA. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, delivering advisory programs through its AccessPoint platform and third-party asset managers.

Josefina Hernandez is a financial advisor at Principal Financial Services with 24 years of industry experience. She holds a Series 66 designation and previously worked for CETERA Advisor Networks LLC for 20 years before joining Principal in 2022. Hernandez is a co-founder and treasurer of The Friendship Factor, a nonprofit supporting children with neurodiverse differences. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Jennifer Li is a CFP® with 10 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. Her entire professional history is with EP Wealth Advisors, where she has worked since 2015. 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 provides customized wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualified clients.

Felix Yue is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. His prior work includes roles at Wells Fargo Bank and Best Buy. 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, including in-house research and futures commission merchant activities.

Eric Heer is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, holding Series 65 and Series 66 licenses with 19 years of industry experience. He has worked at Capital Group Private Client Services since 2021 and previously at Capital Bank and Trust Company from 2016 to 2021. Capital Group Private Client Services, Inc. provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, focusing on relationships with a minimum of $5 million in managed assets. The firm employs a multi-manager investment approach emphasizing fundamental research and long-term horizons, often utilizing affiliated pooled funds and separately managed account programs.

Geniffer Takacs is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. She has been with the firm since 2016, working across its various iterations. 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 customized wealth management, discretionary portfolio management, and financial planning services, utilizing a blend of fundamental, technical, and cyclical analysis alongside access to alternative investments and ERISA fiduciary services.

Ryan Malone is a financial advisor at EP Wealth Advisors with six years of industry experience. He holds the Series 65 designation and previously worked at Buffington Mohr McNeal and U.S. Bank. 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 such as tax preparation and estate-document facilitation.

Patrick Duignan is a financial advisor with Money Concepts Capital Corp in Brea, CA, holding a Series 66 designation and bringing 15 years of industry experience. He has been with Money Concepts Capital Corp since 2010. Outside of his advisory role, Duignan is the owner of NorthPoint Tax, Wealth & Business Advisory, LLP, a tax preparation and business consulting firm. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage assets and offer a range of managed programs and account structures.

Susan Koe is a CFP® with 18 years of experience in financial advising. She has worked at EP Wealth Advisors since 2025 and previously spent nine years at Better Money Decisions. 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.

Timothy Suarez is a financial advisor with Integrated Wealth Concepts LLC, holding two years of industry experience. He is also a partner at Windes, Inc., a CPA firm where he has worked for over 15 years. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios and a range of model and wrap-fee options.