Dominica Henderson is a CFP® with 13 years of industry experience, currently affiliated with CWM, LLC. Her prior experience includes a twelve-year tenure at Haussmann Financial Inc. She also operates a separate financial planning LLC for accounting purposes and works part-time as an insurance agent. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm employs a discretionary investment approach using model portfolios overseen by an internal Investment Committee and offers a range of portfolio management, financial planning, and retirement plan services.

Christian Lozano is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA. He holds Series 63 and Series 66 licenses and has eight years of industry experience. Lozano has worked with New York Life Insurance Company and NYLIFE Securities LLC since 2016 and maintains business activities involving brokering non-registered insurance products under his own entities. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm offers a variety of advisory programs, emphasizing tailored solutions and predominantly managing assets on a non-discretionary basis.

Ruben Rivera Jr. is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has 11 years of industry experience, including prior roles at Voya Financial Advisors, American United Life, OneAmerica Securities, MissionSquare Retirement, and JP Morgan Securities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel stationed outside the U.S. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Warren Williamson II is a financial advisor at Cerity Partners LLC in Los Angeles, CA, with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Bank of America Corp. from 2021 to 2025 and Capital Group Companies, Inc. from 2016 to 2018. Cerity Partners provides customized wealth management and related services to a national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens alongside third-party managers and individual securities to build client programs.

Philip Board is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Centaurus Financial since 2014. Outside of advisory work, he is involved in elder care benefits planning, estate planning facilitation, financial education, and is a co-author of books on retirement and personal finance; he also hosts a financial-themed podcast. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, businesses, trusts, and foundations, offering financial planning and portfolio management through its CLASSIC Plus platform. The firm uses a mix of fundamental and technical analysis and offers both discretionary and non-discretionary arrangements along with specialized advisory services.

Brett Hughes is a Certified Financial Planner (CFP®) with 12 years of industry experience, currently serving at EP Wealth Advisors in Torrance, CA. His prior experience includes roles at CCG Wealth Management LLC, AlphaCore Capital LLC, and Delphi Private Advisors. 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 offers customized wealth management and financial planning services, incorporating a variety of analytical approaches and investment options, while also providing ancillary services such as tax preparation and estate-document assistance for qualified clients.

Carrie Sax is a CFP® and CFA® credentialed financial advisor with 12 years of industry experience. She is currently with EP Wealth Advisors and has previously worked at DeYoe Wealth Management, Bank of America, Merrill, and Parsec Financial Management. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm uses a suitability-driven process to develop and manage portfolios, offering discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation.

Tyler Petersen is a CFP® professional with 13 years of experience in the financial services industry. He has worked at EP Wealth Advisors since 2020 and previously held roles at The Insight Group Insurance Agency, Financial Insight Center, and American United Life. He is based in Salt Lake, UT. 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 that includes a range of asset classes and third-party managers.

Jason Santos is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Centaurus Financial since 2015. Outside of advisory work, he serves as president of JPS Financial Services, Inc., a life, health, and disability insurance firm, and is involved in estate planning education as a member of an estate planning team. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services using both discretionary and non-discretionary arrangements.

Hector Hernandez is a financial advisor with Transamerica Financial Advisors in Torrance, CA. He holds Series 63 and Series 65 licenses and began his advisory career in 2026. Outside of his advisory role, he has extensive experience in various business ventures dating back nearly three decades, including real estate and asset management companies. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, providing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Mark Flower is a financial advisor at Capital Group Private Client Services, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo for 19 years and Capital Bank & Trust Co. for one year before joining his current firm in 2021. Capital Group Private Client Services, Inc. provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, focusing on separately managed accounts and pooled funds. The firm employs a long-term fundamental research approach and a multi-portfolio manager system to tailor client portfolios according to their objectives and risk tolerance.

Edward Oxford is a Series 66-credentialed financial advisor with 22 years of industry experience. He has been with Kestra Advisory since 2017, following seven years at LPL Financial. Outside of advisory work, he conducts theological presentations and research through a nonprofit documentary film project. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse mix of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and employee education, supporting clients with multiple management platforms and third-party managed solutions.

Monica Chandra is a CFP®-certified financial advisor with 21 years of industry experience. She is currently with OSAIC Institutions, INC. and has previously worked at Infinex Investments, CUNA Brokerage Services, SchoolsFirst FCU, LPL Financial, and Orange County's Credit Union. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing a range of advisory and brokerage services through a network of investment adviser representatives. The firm offers customized financial planning, ERISA plan services, access to alternative investments, and lending and cash-management options, with a notable focus on non-discretionary assets and integrated broker-dealer/adviser capabilities.

Chad Parker is a CFP® and ChFC® with 25 years of industry experience. He has been with EP Wealth Advisors since 2024 and previously led Parker Advisory Group for 15 years. Outside of his advisory work, he is involved in managing investment-related activities through several entities, including real estate investing. 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 approach to portfolio management and financial planning, offering a range of services including discretionary management, retirement plan advisory, tax preparation, and estate-document facilitation.

Kristyn Gibson is a CFP® professional at EP Wealth Advisors with nine years of industry experience. She previously worked at Rappaport Reiches Capital Management, LLC for eight years before joining EP Wealth Advisors in 2025. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm offers customized wealth management, discretionary portfolio management, and financial planning services, combining fundamental, technical, and cyclical analysis with access to alternative investments and third-party managers.

Westley King is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Centaurus Financial since 1994. Outside of his advisory role, he serves as Executive Vice President of Brokerage Design and Development, Inc., where he creates training curricula and organizes workshops. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a mix of fundamental and technical analysis with options for discretionary and non-discretionary management.

Charles Burling III is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. He holds the Series 66 designation. Prior to his advisory role, he was involved with Academy Jiu Jitsu and Kickboxing. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through various discretionary and non-discretionary arrangements.

Michael Simon is a CFA® charterholder with 26 years of industry experience. He currently serves as an advisor at EP Wealth Advisors, LLC and was previously with Alpha Mark, LLC for 26 years. Outside of his advisory role, he owns Dispenser Man, LLC, a company that creates and sells home art fixtures and offers a rental service of hyperbaric chambers, and he is involved in other non-investment business ventures including medical assisted weight loss and charter services. 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, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, using a suitability-driven process and a range of investment vehicles including mutual funds, ETFs, equities, fixed income, and alternatives.

Michael Mcginley is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of industry experience. He has worked at EP Wealth Advisors since 2020 and was previously with Providus Advisors, LLC for seven years. 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 for eligible clients, using customized model portfolios and a variety of analytical approaches.

Loris Rose is a Series 66-licensed financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with 26 years of industry experience. He has been with Centaurus Financial since 2005. Outside of his advisory role, he owns a business called Pinnacle Strategies Insurance and Financial Services and is involved in selling PEO services and group and individual health insurance. 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 and portfolio management through platforms like CLASSIC Plus and employs both discretionary and non-discretionary arrangements, using a mix of fundamental and technical analysis.