Lynn Oeding is a financial advisor at Creative Planning with four years of industry experience. She has been with Creative Planning since 2021 and has a background in film production through her long-term involvement with Phat Films, Inc. Outside of finance, she is an investor in Face Haus, a beauty salon based in Los Angeles. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various specialized portfolio management techniques, and offers a range of affiliated non-investment services such as estate legal support and retirement plan recordkeeping.

Robert Larsen Jr. is a CFP® professional with 13 years of industry experience, currently serving at EP Wealth Advisors since 2024. His prior experience includes roles at Executive Wealth Management, Private Client Services, and The Huntington National Bank. Outside of advisory work, he serves on the board of Sci AI, assisting with business decisions. EP Wealth Advisors is a registered investment adviser that serves individuals, 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, utilizing customized model portfolios and a variety of investment strategies.

Geoffrey Waters is a CFP® with 26 years of industry experience, currently advising at Mariner since 2025. His prior roles include over two decades at Strategic Advisers and multiple positions at Fidelity Investments and Alpha Cubed Investments, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines customized discretionary portfolios with in-house research and third-party managers, alongside integrated tax and accounting capabilities uncommon in large advisory enterprises.

Jamie Ta is a Series 65-credentialed advisor with five years of industry experience, currently affiliated with Integrity Alliance, LLC. Jamie has been associated with Retirement Planning Advisors, Inc. since 2012. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans, operating as a large advisor network with over 300 representatives managing approximately $5.4 billion in assets. The firm offers a range of services including portfolio management, financial planning, and both wrap and non-wrap programs, utilizing various investment approaches and third-party sub-advisers through multiple platforms.

Crystal Duong is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citibank N.A. since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and leverages internal standards and oversight committees to select and monitor managers, supporting both discretionary and non-discretionary investment solutions.

Abigail Morton is a CFP® and holds a Series 65 license with 14 years of industry experience. She has worked at EP Wealth Advisors since 2024, following six years at Gather Financial Planning and five years at Sagepath Financial Planning. EP Wealth Advisors, LLC 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 develop and monitor customized portfolios, offering discretionary management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation.

Shane Valdez is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Company for eight years and is also involved in coaching youth wrestling through ownership of the Valdez Wrestling Club, LLC. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advisory solutions through various program types and manages a significant portion of its assets on a non-discretionary basis.

William Chan is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Citigroup since 2011. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains in-house research, operating at a large institutional scale with specialized market roles.

Evan Kress is a financial advisor at Principal Financial Services with seven years of industry experience. He holds a Series 66 designation and has previously worked at OneDigital Investment Advisors and Retirement Benefits Group. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

John Barbrick is a financial advisor at EP Wealth Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Private Client Services LLC, Executive Wealth Management, and Invest Financial Corp. Outside of his advisory role, he manages commercial real estate through RKBREH LLC. 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 develop and manage portfolios using a range of investment vehicles and offers additional services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Joseph Eiguren is a financial advisor at EP Wealth Advisors with six years of industry experience. He holds a Series 65 designation and has previously worked at Buffington Mohr McNeal, Tolsma USA, LLC, and Intelligent Office Boise. Outside of his advisory role, he serves as treasurer for a competitive youth soccer team in Boise, managing financial transactions and dues for the team. 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 process and a range of investment vehicles.

Joanna Mccomsey is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA. She holds the Series 66 designation and has 27 years of industry experience. Prior to joining Centaurus Financial in 2017, she worked at Financial West Group from 2014 to 2017. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory management services through a variety of discretionary and non-discretionary arrangements.

Djeneba Ouattara is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. Her work history includes roles at Transamerica Financial Advisors, Concorde Education, GMG, and various education-related organizations. She is involved with multiple educational ventures alongside her advisory career. Transamerica Financial Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring fee-based wrap programs, model portfolios, access to third-party money managers, and commission-based insurance and brokerage products.

Adrian Larson is a financial advisor with EP Wealth Advisors in Phoenix, AZ, holding Series 63 and Series 66 licenses and 17 years of industry experience. He previously worked at Pathlight Investors, LLC for 10 years before joining EP Wealth Advisors in 2019. 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 and financial planning services, employing a suitability-driven process that includes the use of mutual funds, ETFs, equities, fixed income, and alternative investments.

Kenneth Earwood is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Parkland Securities for nine years and has been president of Titan Financial & Insurance Solutions, Inc., an insurance sales and services firm, since 2004. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm utilizes a platform-centered approach combining model portfolios managed internally, by third parties, and by advisors, offering a range of services from financial planning to discretionary asset management.

Jaclyn Aure is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Private Bank for five years. Based in Los Angeles, CA, she has been with Citigroup since 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and supports a combination of large institutional scale with unique market roles and arrangements.

Eric Nikssarian is a CFP® and Series 66-registered advisor with nine years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2019, and previously held roles at Ameriprise Financial Services, Inc. and Luvo Wealth Advisors. Based in Los Angeles, CA, he provides financial planning and portfolio management services. 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 develop customized portfolios and offers a range of services including discretionary management, retirement plan advisory, tax preparation, and estate-document facilitation.

Nhung Dang is a CFA® charterholder and financial advisor with four years of industry experience. She currently works at EP Wealth Advisors and has previously been employed at Buffington Mohr McNeal and JP Morgan Chase Bank, including their London branch. 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 qualified clients, using a combination of fundamental, technical, and cyclical analysis along with alternative investment strategies and third-party manager recommendations.

Giovanni Beltran is a financial advisor at EP Wealth Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Uber for seven years. Outside of his advisory role, he has been involved with Good Entertainment Only since 2010. 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 and offers a range of services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Bruce Mohr is a financial advisor at EP Wealth Advisors with 27 years of industry experience. He holds a Series 65 designation and previously worked at Buffington Mohr McNeal for 27 years before joining EP Wealth Advisors in 2025. Mohr serves as Chair of the Boise State University Foundation Board, overseeing board meetings and supervising the Foundation CEO. 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 process to develop and manage customized portfolios and offers services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.