Tigran Antinyan is a financial advisor with Eagle Strategies (New York Life) based in Glendale, CA. He holds the Series 63 and Series 65 designations and has been employed in the financial services industry since 2025, with prior experience at Limitless Asset Management and Converse Bank. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional investors, and corporate and charitable entities. The firm offers a range of advisory programs and emphasizes tailored recommendations, predominantly managing assets on a non-discretionary basis.

David Bennett is a financial advisor with Eagle Strategies (NY Life) based in Placentia, CA. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to entering financial services, he worked for 17 years at In-N-Out Burger. Eagle Strategies serves a diverse clientele including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and offers multiple program types, with the majority of its assets managed on a non-discretionary basis.

Michael Hatch is a CFP® professional with 37 years of industry experience. He is affiliated with Sequoia Financial Group, L.L.C. in Pasadena, CA. His previous roles include extensive tenures at Sterling Financial Group, Inc., Sterling Group Wealth Management, The Sterling Group, and LPL Financial. Hatch serves as a successor trustee for family estates and is the guardian of his nephew. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm utilizes a combination of model and custom portfolio management strategies supported by fundamental, technical, and cyclical analysis and offers unique arrangements such as sponsorship of an affiliated ETF and general partnership roles in private funds.

Robert Apuzzo is a financial advisor with Eagle Strategies (NY Life) based in Los Angeles, CA. He holds Series 66 and Series 63 licenses and has nine years of industry experience. Prior to joining Eagle Strategies in 2025, he worked with NYLIFE Securities LLC and New York Life Insurance Co since 2017 and spent one year at Axa-Advisors, LLC. He also serves as an officer for a homeowners association in West Hollywood, performing administrative and investment-related duties. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes customized advice and offers a range of program types, including fee-based hourly advice and retirement plan consulting, with most assets managed on a non-discretionary basis.

Andrew Zehnder is a financial advisor with EP Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Private Client Services LLC, Executive Wealth Management, and INVEST Financial Corporation. 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, utilizing customized model portfolios with a mix of fundamental, technical, and cyclical analysis, and provides additional services such as tax preparation and estate-document assistance for qualifying clients.

Kayla Folts is a financial advisor at EP Wealth Advisors with a Series 66 designation and five years of industry experience. She previously worked at Fidelity Investments and held various roles at firms including MML Investors Services, Mass Mutual Life Insurance, Lenox Advisors, and Equitable Advisors. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and comprehensive financial planning, employing a range of investment strategies including fundamental, technical, and cyclical analysis.

Steven Lucadamo is a financial advisor at Capital Group Private Client Services, Inc. with 14 years of industry experience. His prior roles include five years at Capital Bank and Trust Company before joining Capital Group. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach that combines separately managed accounts, mutual funds, ETFs, and alternative strategies.

Phuong Quach is a CFP® and holds a Series 65 license, currently advising at EP Wealth Advisors with two years of industry experience. Prior to joining EP Wealth Advisors, Quach worked at Cinergy Financial and Pho Ha+, among other roles. Outside of financial advising, Quach has been involved with Educational Talent Search for several years. 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, employing a mix of fundamental, technical, and cyclical analysis alongside various investment strategies.

Scott Sayre is a CFP® professional with 24 years of industry experience, currently serving at EP Wealth Advisors since 2020. Prior to this, he spent 16 years with The Insight Group Insurance Agency, LLC and The Insight Group, Inc. He is the owner of Focused Financial Education Services, LLC, where he provides professional speaking and instruction on planning strategies to tax, legal, and financial professionals. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans, offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm uses customized model portfolios and a variety of analytical techniques, including fundamental, technical, and cyclical analysis, and incorporates third-party managers and ERISA plan services.

Anthony Pauling is a financial advisor with D.A. Davidson & Co. in Pasadena, CA, holding a Series 66 designation and 13 years of industry experience, all with the firm since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services ranging from ERISA retirement plan advisory to comprehensive financial planning and a private wealth program for clients with over $20 million in net worth.

Brett Lindeman is a financial advisor at First Citizens Investor Services, Inc. with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Wells Fargo Bank. Brett is based in Pasadena, CA. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client process focused on financial needs assessment and diversified portfolio management using fundamental, quantitative, and technical analysis.

Stephanie Acker is a financial advisor at Transamerica Financial Advisors with one year of industry experience. She holds Series 63 and Series 66 licenses and has held roles at Wag! Group Co., Snapsheet, Inc., and PricewaterhouseCoopers. Outside of financial advising, she serves as Executive Director for The National Fraternity of Phi Gamma Nu, a professional business fraternity focused on college student development. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party investment models, providing both discretionary and non-discretionary program options.

Kaising Lui is a CFP®-designated financial advisor with 14 years of industry experience. He is currently with GWN Securities Inc., where he has worked since 2021, following prior roles at Equitable Advisors and Axa Advisors. Lui is a silent partner in an event coordination company, Elit Productions, which focuses on photography and videography. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including traditional asset allocation and legacy market-timing approaches.

Thomas Jones is a financial advisor at Cerity Partners LLC with 36 years of industry experience. Prior to joining Cerity Partners in 2023, he worked for Gamble Jones Investment Counsel for 49 years. He is based in Pasadena, CA. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, business entities, charitable institutions, and institutional investors. The firm offers customized wealth management services utilizing a client-specific investment framework that incorporates quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Robert Davis is a financial advisor with EP Wealth Advisors holding a Series 65 designation and seven years of industry experience. He has worked at several firms including Fidelity Brokerage Services and The Insight Group Insurance Agency. Prior to joining EP Wealth Advisors, he was associated with Insight Group Insurance Agency for insurance commission trails but is no longer active in that business. EP Wealth Advisors is a registered investment adviser serving individual, corporate, and retirement plan clients through wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and various analytical approaches, including fundamental, technical, and cyclical analysis, and offers ancillary services such as tax preparation and estate document preparation for qualifying clients.

J Barnes is a financial advisor at Capital Group Private Client Services, Inc. with 14 years of industry experience. He has worked at Capital Group Private Client Services since 2021 and previously spent five years with Capital Bank and Trust Company. He holds the Series 63 and Series 65 licenses. Capital Group Private Client Services provides discretionary investment management to high-net-worth individuals, charitable organizations, and institutional clients. The firm uses a multi-manager investment approach focused on fundamental research and long-term horizons, typically implementing client portfolios through separately managed accounts, mutual funds, ETFs, and alternative investment vehicles.

Michael Schmid is a CFP® and CFA® with 14 years of industry experience. He has worked at Capital Group Private Client Services, Inc. since 2021 and previously spent 10 years at Capital Bank & Trust Company. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach that combines separately managed accounts, mutual funds, ETFs, and access to private equity and alternative funds.

Richard Derafelo Jr. is a CFP® professional with 23 years of experience in the financial services industry. He is currently with EP Wealth Advisors and previously worked at Lehman & Derafelo Financial Resources LLC and Lehman Financial Resources, Inc. He serves on the Advisory Committee to Brookwood Gas & Convenience LP, a limited partnership involving certain advisory clients. EP Wealth Advisors provides wealth management and discretionary portfolio management services to individuals, corporate clients, and retirement plans. The firm offers customized model portfolios using a variety of investment analyses and also provides ancillary services such as tax preparation and estate-document services for qualifying clients.

Debra Popovich is a financial advisor with Kestra Advisory in Fullerton, CA, holding 11 years of industry experience. She previously worked at LPL Financial for four years and has been involved with RD Tax Services since 1993. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors including sovereign wealth funds.

Alison Gamble is a financial advisor at Cerity Partners LLC with 32 years of industry experience. She worked at Gamble Jones Investment Counsel for 21 years before joining Cerity Partners in 2023. She serves as a trustee and chair of the finance committee for Mayfield Senior School in Pasadena, CA. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs a client-specific investment framework that incorporates both third-party strategies and direct security selection.