Mark Menne is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked at Centaurus Financial since 2012 and has been with The Lotter Group since 2005. Outside of advisory services, he acts as an insurance agent specializing in life, long-term care, and disability insurance. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm employs a variety of investment approaches across discretionary and non-discretionary accounts, offering financial planning, portfolio management, retirement-plan consulting, and specialized advisory services.

Rachel Seaton is a financial advisor at EP Wealth Advisors with CFP®, ChFC®, and Series 66 credentials and four years of industry experience. She has worked at several firms, including Valeo Financial Advisors, Crewe Advisors, Charles Schwab & Co., Inc., and TD Ameritrade. Seaton holds a silent ownership position in Dauntless Financial, a family office trust administration company. EP Wealth Advisors serves individuals, corporate and business 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 employs customized model portfolios with fundamental, technical, and cyclical analysis, and it offers a range of services including ERISA plan management and private fund recommendations.

Dean Catalano is a financial advisor with Capital Group Private Client Services, Inc. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining Capital Group Private Client Services in 2021, he worked at Capital Bank & Trust Company and Wells Fargo Private Bank. Capital Group Private Client Services, Inc. provides discretionary investment management 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 investment approach called the “Capital System,” emphasizing fundamental research and long-term horizons.

Douglas Jones is a CFP® with 14 years of industry experience, currently serving at EP Wealth Advisors. His prior roles include positions at Riley Private Client LLC, Charles Schwab, and Neuberger Berman LLC. 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.

Casey Conway is a financial advisor at EP Wealth Advisors with 21 years of industry experience. He holds a Series 66 designation and previously worked at Sloan Investment Management, L.L.C. for 17 years before joining EP Wealth Advisors in 2024. 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, employing a suitability-driven process that includes the use of mutual funds, ETFs, equities, fixed income, and alternative investments.

James Plaskey Jr. is a CFP® professional with 12 years of industry experience, currently serving as an advisor at EP Wealth Advisors. His prior roles include positions at Executive Wealth Management, Private Client Services LLC, and INVEST Financial Corp. He serves on the boards of the Alzheimer's Association Michigan Great Lakes, the Brighton Chamber of Commerce, and a nonprofit supporting Alzheimer's care, and works as a Certified Divorce Financial Analyst through Balanced Divorce Solutions. 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 for portfolio management and financial planning, offering additional services such as tax preparation and estate-document facilitation to select clients.

Ricardo Gonzalez is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. He has worked at EP Wealth Advisors since 2026 and previously held positions at Bank of America, Merrill, DoubleLine, Canyon Partners, and Trust Company of the West. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning services, using a range of investment analyses and strategies, including third-party manager recommendations and ERISA plan services.

Michael Stillman is a financial advisor at EP Wealth Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Cloud Neff Management and International Research & Asset Management Inc. 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, managing approximately $35.57 billion in assets.

Charles Johnson is a CFP® and holds a Series 65 license, with 20 years of experience in the financial services industry. He has worked at EP Wealth Advisors, LLC since 2023 and previously spent 17 years at Resolute Financial, LLC. 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 for portfolio management and offers a range of services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Jeffrey Ingraham is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. He previously worked at Manning & Napier Advisors, LLC, and its affiliated entities for 14 years. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, financial planning, and ancillary services, employing a mix of fundamental, technical, and cyclical analysis to construct customized model portfolios with ongoing monitoring and rebalancing.

Nafeng Hioe is a financial advisor at Transamerica Financial Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Aetna and World Financial Group, among other roles. Outside of his advisory work, he serves as CFO of Destiny Builders 8, LLC. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party investment platforms, providing discretionary and non-discretionary portfolio management options.

Susan Anastasiadis is a financial advisor at EP Wealth Advisors with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including MS Howells & Co, Securities America, Inc., Foothill Securities, Inc., and Capital Insight Partners, LLC. Outside of her advisory role, she serves on the board of the Scottsdale Ridge Office Condo Association. 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.

Patricia Wojnarowski is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with Transamerica Financial Advisors since 2014 and is also affiliated with WealthWave, MJ Marketing LLC, and NetLaw. Her other business activities include sales of insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Justin Morales is a CFP® with three years of industry experience, currently serving as a financial advisor at Capital Group Private Client Services, Inc. He previously worked at Union Bank and US Bank, and he also held a role at California State University, Northridge. 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 investment approach called the “Capital System” and often utilizes affiliated pooled funds and separately managed accounts.

Rachel Hoang is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously worked at NPB Financial Group, LLC for 12 years before joining Independent Financial Group in 2021. Outside of her advisory role, she owns a marketing DBA, Mathematics Wealth Management, and is involved as a notary public and insurance agent. 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 a range of advisory programs through its AccessPoint platform and third-party managers, managing approximately $11.3 billion in regulatory assets.

Aridaman Singh is a financial advisor with Eagle Strategies (New York Life) based in Anaheim, CA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Eagle Strategies, he worked with several New York Life affiliated firms. Outside of his advisory work, Singh is a partial owner of a restaurant franchise holding company involved in opening a TOGOs sandwich shop. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Shunsuke Fukushi is a CFP® professional at Independent Financial Group, LLC with 20 years of industry experience. He previously worked at Centaurus Financial, Inc. and Mark Geschwind & Associates. Outside of his advisory work, he owns a college consulting company that advises on obtaining financial aid. 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 a range of advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets.

Eduardo Herrera is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2012. The firm serves individual and institutional clients across various wealth segments and offers a wide range of investment advisory programs, execution, and custody services. Citigroup Global Markets is notable for its multi-asset, multi-manager strategies, in-house research, and unique market roles including swap dealer and futures commission merchant activities.

Michael Brescione is a financial advisor with OSAIC Institutions, Inc. in Los Alamitos, California, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. His prior roles include positions at Money Concepts Capital Corp and LPL Financial, LLC. He also spent two years in homemaking between 2023 and 2025. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individual, institutional, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating under a hybrid adviser and broker-dealer model with both discretionary and non-discretionary account management.

Scott Sandler is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA. He holds a Series 65 credential and has 11 years of industry experience, including five years with Capital Group Private Client Services and five years at Capital Bank and Trust Company. 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 managed-relationship threshold of $5 million or more. The firm employs a multi-manager approach known as the “Capital System,” emphasizing fundamental research and long-term investment horizons.