Wade Murphy is a financial advisor at GWN Securities Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with GWN Securities since 2010. Murphy also serves as president of Envision Financial & Insurance Services, where he focuses on retirement planning for educators. Outside of his advisory roles, he is a board member of The Jack Kramer Club, a private tennis club in Rolling Hills Estates. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers through a network of over 400 advisors, managing approximately $3.65 billion across more than 37,000 accounts.

Eileen Holmes is a financial advisor at Focus Partners Wealth, LLC with 29 years of industry experience. She holds a Series 63 designation and previously worked at Churchill Management Group for over five decades. Outside of advising, she serves as Executive Vice President and Secretary-Treasurer of Chartwell Properties, Inc., a property management and accounting company. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies using fundamental and quantitative analysis within an enhanced open architecture framework.

Gregory Meyer is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has worked at Independent Financial Group, LLC since 2022 and previously spent 19 years with Pash & Benson International Ltd Inc. Meyer also sells life, health, disability, and long-term care insurance outside of Independent Financial Group. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and organizations. The firm offers financial planning and portfolio management through various platforms, combining strategic asset allocation with active and passive strategies.

Shannen Smith is a financial advisor at EP Wealth Advisors with a Series 65 designation and two years of industry experience. Prior to joining EP Wealth Advisors in 2024, Smith worked for eight years at Sloan Investment Management LLC. EP Wealth Advisors serves individuals, including high-net-worth clients, 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 qualified clients, utilizing customized model portfolios and a range of investment strategies.

Laurie Allen is a financial advisor with GWN Securities Inc. in Redondo Beach, CA, holding a Series 66 credential and 17 years of industry experience. She previously worked at AXA Advisors, LLC before joining GWN Securities in 2017. Outside of her advisory role, Allen serves as CEO of Laurie Allen Wealth Management and LA Insurance Services, and she provides pro bono financial planning focused on budgeting, debt management, and emergency planning. She also coordinates fundraising activities for Valor Christian Academy’s PTA. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice primarily via managed-account programs and a variety of investment strategies.

Kittiwat Sripom is a CFP® professional with one year of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior experience includes roles at The Colony Group, LLC, HoyleCohen, LLC, and Libbie Agran Financial Services. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs an investment approach that blends active and passive strategies under an enhanced open architecture framework, incorporating fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Nicholas Burton is a financial advisor at EP Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has prior experience at Camelback Strategy Group and Scion, as well as academic roles at Texas Tech University. 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 wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation, using customized model portfolios and a mix of fundamental, technical, and cyclical analyses.

Tyson Tate is a Series 65-licensed financial advisor at EP Wealth Advisors with three years of industry experience. His prior work includes roles at Costco Wholesale and South Jordan City. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document assistance for qualified clients. The firm employs customized model portfolios with various investment strategies and provides ERISA plan services and third-party manager oversight.

Carlos Vasquez is a financial advisor with Principal Financial Services in Torrance, CA, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Princor Financial Services Corporation and Principal Life Insurance Company since 2007. In addition to his advisory role, he serves as a bank/trust officer supporting Principal retirement plan account relationships across insurance, broker-dealer, and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel abroad. 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.

Stephen Lalli is a financial advisor with PlanMember Securities Corporation based in Carpinteria, CA, holding a Series 63 designation and over 30 years of industry experience. He has worked at PlanMember Securities Corporation since 2006 and previously spent nine years at Surety Investment Services. In addition to his advisory role, he serves as an agent selling supplemental insurance and life insurance products. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services including personalized retirement planning and separation counseling.

Andrew Talley is a financial advisor with EP Wealth Advisors in Torrance, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining EP Wealth Advisors, he worked at Park Avenue Securities and Guardian Life Insurance Company. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by providing wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and offers services including third-party manager recommendations and ERISA fiduciary support.

Alan Scott is a CFP® with 13 years of experience in the financial services industry. He is affiliated with PlanMember Securities Corporation and has concurrent experience as an independent insurance agent and a real estate sales agent since 2004 and 2012, respectively. His activities include acting as a real estate agent primarily for residential homes. PlanMember provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its proprietary asset allocation portfolios. The firm’s investment approach emphasizes a top-down strategic asset allocation with risk-based mutual fund portfolios and incorporates education and support services for plan sponsors and participants.

Ryan Munroe is a CFP® professional with 12 years of experience in the financial services industry. He has worked at several firms including Creative Planning, Reilly Financial Advisors, Versant Capital Management, JPMorgan Securities, Janus, and TIAA-CREF. He is currently with Creative Planning in San Diego, CA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Samuel Waltman is a CFA® charterholder with 20 years of industry experience. He has been with Kayne Anderson Rudnick Investment Management, LLC since 2016. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, insurers, banks, family offices, endowments, registered investment advisers, and high-net-worth individuals. The firm emphasizes fundamental company-level research and incorporates proprietary governance and sustainability assessments into its investment process.

Jeffrey Holben is a Series 65-licensed advisor at EP Wealth Advisors with 19 years of industry experience. He previously led The Holben Group, LLC for nearly two decades and currently oversees its ranching and property management operations. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by offering wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios with fundamental, technical, and cyclical analysis, and provides additional services such as tax preparation and estate-document assistance for qualifying clients.

Austin Seifert is a CFP® with five years of industry experience, currently advising at EP Wealth Advisors. His prior work includes roles at Thompson Wealth Management, Harbour Investments, and Beacon Pointe Advisors. 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 combination of fundamental, technical, and cyclical analysis along with alternative investment strategies.

Carina Berlin is a CFP® and holds a Series 65 license, with 10 years of industry experience. She currently works at Kayne Anderson Rudnick Investment Management, LLC, where she has been since 2022. Prior to that, she was employed at Capital Group Private Client Services, Inc. and Capital Bank and Trust Company. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, registered investment advisers, pension plans, and individuals. The firm emphasizes fundamental, quality-oriented equity research and offers a range of strategies across market capitalizations and sectors, combining institutional-scale sub-advisory capabilities with a Wealth Advisory division.

Diego Conejo is a financial advisor with Transamerica Financial Advisors, holding Series 63, 65, and 66 licenses and over 14 years of industry experience. He has been with Transamerica since 2019 and also operates several small businesses, including a handmade candle company and an online used book and office supply store. In addition, he provides bookkeeping services for retail shops and markets various insurance products. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services. The firm employs proprietary and third-party model portfolios, with discretionary and non-discretionary program options, and supports retirement plan clients through affiliated entities.

Travis Mceuen is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently an advisor at EP Wealth Advisors, where he has worked since 2024. Prior to this, he was with Financial Engines Advisors L.L.C. from 2022 to 2024, and Herrmann & Cooke from 2016 to 2022. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning, employing a mix of fundamental, technical, and cyclical analysis along with third-party manager recommendations and ERISA plan services.

Allan Horner is a financial advisor with EP Wealth Advisors in Torrance, CA, holding a Series 66 designation and 27 years of industry experience. His career includes roles at Criterion Capital Advisors LLC and Wells Fargo Advisors Financial Network LLC. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans with wealth management and discretionary portfolio management. The firm employs a variety of analytical approaches, including fundamental, technical, and cyclical analysis, and offers additional services such as tax preparation and estate-document facilitation for qualifying clients.