Steven Jackson Jr. is a CFP® professional with 20 years of industry experience, currently serving at D.A. Davidson & Co. since 2013. He is a member of the board of directors for the Estate Planning Council of San Gabriel Valley. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with significant net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Tyler Polson is a CFP®-certified financial advisor with 23 years of industry experience, currently practicing at &Partners since 2025. He previously worked at Wells Fargo Advisors and Bank of America, each for eight years. Polson serves on the investment committee of the South Coast Botanic Garden Board in Palos Verdes, providing input on endowment fund investments. &Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, ERISA consulting, and brokerage services through a dual registration as an investment adviser and broker-dealer, utilizing a mix of proprietary and third-party strategies with ongoing portfolio monitoring.

Derrick Garcia is a financial advisor at EP Wealth Advisors with a Series 65 credential and two years of industry experience. He previously worked at Litman Gregory Wealth Management and has held roles at the University of Redlands, Sleepy Hollow Swim and Tennis Club, and Campolindo High School. 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, and financial planning, offering customized model portfolios that incorporate fundamental, technical, and cyclical analysis along with alternative investment options.

David Moreno is a Series 65-licensed financial advisor at MAI Capital Management, LLC with one year of industry experience. Prior to joining MAI Capital Management, he worked at JP Morgan Chase for five years. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers integrated financial planning, tax, and administrative services.

Tia Peterson is a financial advisor at Mariner with a Series 65 designation and five years of industry experience. She has worked at Mariner Wealth Advisors since 2022 and previously held roles at firms including Advice Period and Mutual Advisors, LLC. Mariner serves a diverse range of clients including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal research and portfolio management team, and offers integrated tax and accounting services alongside traditional portfolio management.

Erin Voisin is a CFP®, ChFC®, and Series 66-licensed financial advisor with 13 years of industry experience. She has been with EP Wealth Advisors since 2016. Voisin serves on the CFP Board's WIN Council, which focuses on promoting and advancing women in the financial services profession. EP Wealth Advisors is a registered investment adviser that provides wealth management, financial planning, and ancillary services to individuals, corporate clients, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and offers services ranging from tax preparation to ERISA plan management.

Richard Bean is a CFA® charterholder with over 30 years of industry experience. He is currently with EP Wealth Advisors and has a long tenure at CornerCap Investment Counsel. 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, offering customized model portfolios that incorporate fundamental, technical, and cyclical analysis along with alternative investment recommendations.

Christopher Toro is a financial advisor at EP Wealth Advisors with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining EP Wealth Advisors in 2025, he worked at Hennion & Walsh Inc for three years. 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 services, utilizing customized model portfolios and various analytical approaches while also providing ancillary services such as tax preparation and estate-document preparation for qualified clients.

Ray Joseph is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at Axxes Capital, City of Los Angeles Fire and Police Pensions, Foreside Fund Services, Wilshire Associates, and Barclays Capital. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including swap dealer and futures commission merchant functions.

Rita Reggio is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and bringing 36 years of industry experience. She has been with PlanMember since 2002 and also works as a substitute teacher in the Long Beach Unified School District. Additionally, she is licensed to sell life, disability, and long-term care insurance. PlanMember provides retirement-plan advisory services to employers and participants, acting as a fiduciary for many plans and offering a range of risk-based mutual fund portfolios. The firm emphasizes education and support for plan sponsors and participants through seminars, personalized planning, and a strategic asset allocation investment process.

Zornitsa Santiago is a financial advisor at Capital Group Private Client Services, Inc. with 11 years of industry experience. She holds Series 65 and Series 66 designations and has worked at Capital Group Private Client Services since 2021 and at Capital Bank & Trust Company since 2015. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager investment approach called the "Capital System" that emphasizes fundamental research and long-term investment horizons. The firm uses separately managed accounts, mutual funds, ETFs, and alternative strategies to implement client portfolios.

Bruce Mandel is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and having 41 years of industry experience. His prior roles include long-term positions at Oakwood Capital Management and its division ACORN Digital Wealth. He serves as a trustee for The Luskin Orthopedic Institute for Children, participating in volunteer oversight and community outreach activities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through diversified, risk-class-based allocations that combine passive and active management with quantitative and fundamental analysis.

Michael Barber is a Series 65-licensed financial advisor at EP Wealth Advisors with six years of industry experience. He has worked in various roles at EP Wealth Advisors and Executive Wealth Management, and has a background that includes professional services through MRB Professional Services. EP Wealth Advisors serves individuals, corporate clients, and retirement plans with wealth management, portfolio management, and financial planning services. The firm offers customized model portfolios using fundamental, technical, and cyclical analysis, along with access to tax preparation and estate-document services for eligible clients.

Philip Baker is a CFP® professional with two years of experience, currently serving at EP Wealth Advisors. He has prior experience with CornerCap Wealth Advisors, Yeomans Consulting Group, and LGE Community Credit Union. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services, utilizing customized model portfolios and a variety of analytical approaches.

Alysha Haezaert House is a financial advisor at &Partners with six years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Huber Capital Management, LLC. &Partners serves a diverse clientele, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and advisory services using a range of strategies and platforms, including both proprietary and third-party approaches.

Cameron Killeen is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He is currently with Capital Group Private Client Services, Inc. and has prior experience at City National Bank and Fidelity Investments. Outside of advising, he is involved in co-owning and managing short-term rental properties. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach and fundamental research to implement portfolios through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Ronald Flores is a financial advisor at Capital Group Private Client Services, Inc. with two years of industry experience. He previously worked for Capital Group Companies for ten years. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach and fundamental research to manage client portfolios through separately managed accounts, affiliated funds, and alternative investment options.

James Holden is a CFP® certificant with eight years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. His prior roles include positions at VP Distributors LLC, Kayne Anderson Rudnick Investment Management, Morgan Stanley, UBS Financial Services, and Stifel. 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, employing customized model portfolios and ongoing monitoring that utilize fundamental, technical, and cyclical analysis.

Jay Eng is a financial advisor at Independent Financial Group, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Kinecta Financial & Insurance Services, LLC and LPL Financial, LLC from 2004 to 2020. Outside of advisory roles, he serves as a trustee of The Eng Family Trust. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs both firm- and third-party investment models, combining strategic asset allocation with multi-manager and hybrid portfolios, and offers comprehensive financial planning and portfolio management solutions.

Nicholas Hurdle is a financial advisor with Empower Advisory Group in Redondo Beach, CA. He holds Series 63 and Series 66 licenses and has five years of industry experience. His prior roles include positions at FSC Securities Corporation and McCarthy Wealth Management. Outside of finance, he has worked with Bark City Dog Daycare and the Orcutt Polo Association. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm utilizes an integrated model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.