James Dwyer is a financial advisor at EP Wealth Advisors with 24 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining EP Wealth Advisors in 2020, he worked at Providus Advisors, LLC from 2013 to 2020. EP Wealth Advisors serves individual, corporate, and retirement plan clients, offering wealth management, discretionary portfolio management, and financial planning. The firm employs a mix of fundamental, technical, and cyclical analysis to construct customized portfolios and provides ancillary services such as tax preparation and estate-document preparation for qualified clients.

Matthew Stojkov is a CFP®-credentialed financial advisor with six years of industry experience, currently with EP Wealth Advisors. His prior roles include positions at Executive Wealth Management and Great Lakes Wealth. Outside of advising, he assists in a cabinet refinishing business, contributing labor on a part-time basis. EP Wealth Advisors serves individual, corporate, and retirement plan clients by providing wealth management, discretionary portfolio management, and financial planning services. The firm employs a combination of fundamental, technical, and cyclical analysis to create customized portfolios and offers additional services including tax preparation and estate-document assistance.

Michael Schulman is a CFA® charterholder with 19 years of industry experience. He is currently with Cerity Partners LLC and previously worked at Running Point Capital Advisors, LLC, as well as Hollencrest Capital Management and Double Eagle Partners, LLC. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

David Devita is a CFP® and CFA® credentialed financial advisor with 13 years of industry experience. He currently works at EP Wealth Advisors and has previously held roles at Girard Advisory Services, Univest Bank and Trust Co, and Mercer Global Advisors. 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 such as tax preparation and estate-document preparation for qualified clients, utilizing customized model portfolios and ongoing monitoring.

Dillon Christensen is a financial advisor at MAI Capital Management, LLC with 13 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked previously at Evoke Wealth, LLC and Bel Air Investment Advisors LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of customized portfolio strategies and serves both product-sponsor and advisory roles, managing over $72 billion in assets.

Brian Latorre is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. He previously worked at Charles Schwab Bank for 10 years and has been with Charles Schwab & Co., Inc. since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement and planning discussions, and a range of investment recommendations utilizing Schwab’s proprietary tools and standard asset allocation models.

Aleksandr Chkadua is a CFP® with nine years of experience in financial advising. He has been with EP Wealth Advisors since 2016. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm offers wealth management, financial planning, discretionary portfolio management, and ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Sean Mcferson is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He has served as a partner at Windes Inc., a CPA firm, since 2012. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a predominantly long-term approach and utilizing internal and third-party asset management.

Alan Swerdloff is a financial advisor with Capital Group Private Client Services, Inc. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. His prior roles include five years at Capital Bank And Trust Company and several years with Capital Group Private Client Services. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach and a range of investment vehicles including separately managed accounts, mutual funds, ETFs, and private-equity funds.

Lauren Salas is a financial advisor at Mariner with five years of industry experience. She holds a Series 65 designation and previously worked at Morton Capital Management and Ferguson Enterprise. Outside of financial advising, Salas is involved with Salas Homes, where she performs administrative duties. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by an internal team and third-party managers, and it features integrated tax and accounting services uncommon for firms of its size.

Brian Engel is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including Sawgrass Asset Management LLC, Vontobel Asset Management Incorporated, and BMO Investment Distributors. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, offering a range of active equity and fixed-income strategies. The firm emphasizes fundamental, company-level research with governance and sustainability assessments and manages approximately $58 billion in assets across various investment platforms.

Kristopher Ziskin is a financial advisor with GWN Securities Inc. in Torrance, CA, holding a Series 66 designation and 14 years of industry experience. He has worked at GWN Securities since 2017 and previously held roles at Planmember Securities Corporation and Surety Investment Services. Outside of his advisory role, he is also a financial professional and insurance agent involved with The Galeb Group, focusing on fixed and life insurance as well as long-term care insurance. 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 from traditional asset allocation to legacy market-timing and momentum-based approaches.

Sung Lee is a financial advisor at Capital Group Private Client Services, Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked at Capital Group Private Client Services since 2021, following six years at Capital Bank and Trust Company. Based in Los Angeles, CA, he provides investment management services primarily to high-net-worth individuals and charitable organizations. Capital Group Private Client Services offers discretionary investment management through separately managed accounts, mutual funds, ETFs, and private-equity and alternative strategy funds. The firm serves high-net-worth clients, charities, corporations, and pension plans, employing a multi-manager approach focused on fundamental research and long-term investing.

Timothy Wiand is a CFP® professional at EP Wealth Advisors with two years of experience in the financial industry. He previously worked at The Fairman Group LLC for seven years and PNC Bank for five 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 provides wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients, employing customized portfolios with fundamental, technical, and cyclical analysis alongside alternative investment strategies.

Sean Khaligh is a CFP® professional with 21 years of industry experience, currently affiliated with Private Advisor Group, LLC. His prior roles include positions at LPL Financial LLC, Strategic Wealth Advisors Group, and Wells Fargo Advisors. Outside of his advisory work, he is involved with several non-investment ventures, including serving as an investor and director at Vostok Foods LLC and owning Caviar Biotech LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that integrates client goals and risk tolerances with portfolio management and the selection of third-party strategists.

Elijah Burton is a financial advisor at EP Wealth Advisors in Torrance, CA, holding a Series 65 designation with less than one year of industry experience. Before joining EP Wealth Advisors, he worked in roles outside the financial sector, including positions at Waikiki Beach Services and i9 Sports. 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 preparation for qualified clients. The firm uses customized model portfolios with ongoing monitoring and employs a variety of investment strategies, including fundamental and technical analysis, options, and alternative investments.

Martin Chiu is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 credentials. He has 38 years of industry experience and has been involved with multiple consulting and wealth advisory entities, including founding VANTAQUEST. In addition to his advisory work, he has served as an instructor since 2017 and operates a consulting firm focused on family wealth matters. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and trusts. The firm delivers advisory and brokerage services through independent representatives and emphasizes a predominantly non-discretionary approach to asset management.

Mark Harris is a CFP® and Series 65-licensed advisor with nine years of industry experience. He currently works at Mariner, where he has been since 2022, following five years at AdvicePeriod, LLC and four years at the University of California, Los Angeles. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios supported by both internal research and third-party managers, and is noted for its integration of tax, accounting, and administrative CFO capabilities.

Ryan Metzger is a financial advisor with GWN Securities Inc. in Torrance, CA, holding a Series 66 credential and bringing 13 years of industry experience. He has been with GWN Securities since 2014. Outside of his advisory role, Metzger is a managing partner in a thoroughbred horse ownership and breeding partnership and consults on blue-collar projects through a property management company. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning services. The firm employs a portfolio management approach using affiliated and unaffiliated sub-advisers with model-based allocations and incorporates market-timing and momentum-based strategies in some legacy programs.

Norman Mcgill is a CFP® and Series 65 registered advisor with 12 years of industry experience, currently with EP Wealth Advisors. His prior roles include positions at Wacker Wealth Partners, Parkside Advisors LLC, and Grubman Wealth Management. 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, combining fundamental, technical, and cyclical analysis with a range of investment options tailored to client needs.