Tamara Tudor is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 designation and one year of industry experience. Her prior roles include positions at Bridge Advisory LLC, Matrix Private Capital Group, Keudell Morrison Wealth Management, Kemper Insurance, and Legal & General Insurance Co. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, using a combination of third-party independent managers and proprietary investment vehicles to implement client strategies.

Jay Simmons is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with EP Wealth Advisors in Torrance, CA. Outside of his advisory role, Simmons is a co-manager of Cyrus Ridge Farm and serves as an adjunct professor teaching a Foundations of Financial Planning course at Southern Virginia College. 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, utilizing customized model portfolios and a range of investment strategies including fundamental and technical analysis.

Ethan Norris is a financial advisor at Mariner in Newport Beach, CA, holding a Series 65 designation with no prior industry experience before joining the firm. His background includes four years at Pitzer College and four years at Branham High School. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by both internal research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions uncommon for firms of its size.

Hyelee Dan is a financial advisor with Eagle Strategies (New York Life) based in Anaheim, CA, holding Series 63 and Series 66 licenses with 16 years of industry experience. She has been with Eagle Strategies since 2018 and has also held roles at Nylife Securities LLC and New York Life Insurance Company since 2009 and 2008, respectively. Outside of advisory work, she is appointed as an insurance broker for non-registered products. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis while working within an integrated New York Life affiliate structure.

Jusuf Sahabu is a financial advisor at Centaurus Financial, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2020, following prior roles at Mass Mutual Investors Services, MassMutual Life Insurance Co., and MetLife Securities Inc. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm employs a combination of fundamental and technical analysis and offers both discretionary and non-discretionary portfolio management, with access to model overlay programs and specialized advisory services.

Adam Hale is a CFP® and holds a Series 65 license with two years of industry experience. He has been with EP Wealth Advisors since 2023 and previously worked in roles outside the financial industry, including operating a gardening business. EP Wealth Advisors is a registered investment adviser serving individual, corporate, and retirement plan clients with services including wealth management, discretionary portfolio management, financial planning, and ancillary offerings such as tax preparation and estate-document preparation. The firm constructs customized portfolios using a combination of fundamental, technical, and cyclical analysis and manages ERISA plan services.

Stuart Campbell is a CFP® professional with four years of industry experience. He currently works at EP Wealth Advisors and previously held roles at Wacker Wealth Partners, NYLIFE Securities LLC, New York Life Insurance Company, and Shea Homes. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides customized wealth management, portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Gregory Wells is a CFP® professional with 16 years of experience, currently serving at EP Wealth Advisors since 2010. He holds Series 63 and Series 65 licenses and is based in Torrance, CA. EP Wealth Advisors is a registered investment adviser that serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios with ongoing monitoring and rebalancing through various analytical approaches and investment strategies.

Jeremy Mc Mullen is a CFP® and holds a Series 65 license, currently working at EP Wealth Advisors with three years of industry experience. He has prior experience at Foguth Wealth Management, truAdvice, and Foguth Financial Group. 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, utilizing a combination of fundamental, technical, and cyclical analyses along with options and alternative investments when appropriate.

Nicholas Tan is a financial advisor with Goldman Sachs Wealth Services and holds the Series 66 designation. He has one year of industry experience and has previously worked at the Bank of New York Mellon and Goldman Sachs. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates capabilities across Goldman Sachs affiliates and employs strategic allocation models, tax-aware techniques, and proprietary analytics in its advisory process.

Ian Rand is a financial advisor at Centaurus Financial, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at several firms including VS Associates Inc. and Centaurus Financial. Outside of his advisory work, he has worked as a food delivery driver. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services with both discretionary and non-discretionary arrangements.

Stephen Nielander is a CFA® charterholder with 24 years of industry experience, currently serving as an advisor at Cerity Partners LLC since 2012. He also teaches a finance course as adjunct faculty at San Diego State University. Cerity Partners is an SEC-registered investment adviser that serves a diverse client base including individuals, families, institutions, and corporations, offering customized portfolios with a focus on diversified asset allocation and access to alternative and private-market investments.

Connor Benvenuti is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He holds a Series 66 designation and previously worked at The AYCO Company, L.P./Mercer Allied from 2013 to 2021 before joining Goldman Sachs in 2021. He is based in Newport Beach, CA. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and a range of tailored offerings, delivering services through both discretionary and non-discretionary managers within a large integrated financial group.

Rahul Shah is a CFP® and Series 66 registered financial advisor with 24 years of industry experience. He has worked at EP Wealth Advisors since 2025 and previously spent 15 years at Peninsula Wealth LLC. Shah is based in Torrance, CA. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm customizes portfolios using fundamental, technical, and cyclical analysis and provides ancillary services such as tax preparation and estate-document access for qualifying clients.

Brady Jardine is a CFP® with 13 years of experience in financial advising. He is currently with EP Wealth Advisors and has worked there since 2020, following six years at Financial Insight Center and The Insight Group Insurance Agency. Outside of his advisory work, Jardine is president and owner of Double Top Outfitters, a hunting guide service. EP Wealth Advisors serves individuals, business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning. The firm uses a combination of fundamental, technical, and cyclical analysis to create customized portfolios and provides ancillary services including tax preparation and estate-document preparation for qualified clients.

Joseph Pensabene IV is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA. He holds the Series 66 and Series 63 credentials and has six years of industry experience. Prior to his current role, Joseph worked with NYLIFE Securities LLC and New York Life Insurance Company for eight years, and was involved with MediaMix 365 for three years. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Dheepu Nambiar is a financial advisor at Goldman Sachs Wealth Services with 14 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following an 11-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth, Private Family Office support, and retirement plan education within a large integrated financial group.

Neil Livingston is a financial advisor at Beacon Pointe Advisors, LLC with seven years of industry experience. He has been with Beacon Pointe Advisors since 2017 and previously worked at Teles Properties from 2015 to 2017. He holds a Series 65 designation. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, pension and profit-sharing plans, and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers and employs both active and passive strategies across public and private asset classes.

Sara Gardner is a CFP® professional with 22 years of industry experience. She has been with EP Wealth Advisors since 2016 and previously worked at Elevated Planning, LLC. Gardner holds the Series 63 and Series 65 licenses. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, financial planning, and ancillary services including tax preparation and estate-document preparation, utilizing customized model portfolios and a range of investment strategies.

Jason Bevacqua is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. Prior to joining Integrated Wealth Concepts, he has worked with the Garden Grove Unified School District for 29 years. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income while employing both long-term and shorter-term trading strategies.