Maria Angrisani is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2021. Prior to that, she held roles at Ayco, In-N-Out Burger, Subway, California State University, Long Beach, and the School of Engineering and Sciences. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering tailored financial planning and portfolio management supported by proprietary research, specialized programs, and access to alternative investments.

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.

Jacob Cornell is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Arkadios Capital, Arkadios Wealth Advisors, NAV ADVISORS, and Balance. Outside of his advisory work, he owns Cornell Asset Management, which offers term life insurance and Medicare services. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, corporations, trusts, and foundations. The firm employs both discretionary and non-discretionary investment management strategies through platforms such as CLASSIC Plus and offers specialized services including retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Andy Nguyen is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Costa Mesa, CA, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at Ameriprise, Comerica Securities, and Wells Fargo in various capacities. Outside of his advisory work, he is involved in independent insurance brokering specializing in universal life products. FIFTH THIRD SECURITIES serves a diverse client base including individual, high-net-worth, and institutional investors through both advisory and brokerage services. The firm offers multiple investment program types on its Passageway Managed Account platform, incorporating models such as SMA strategies and direct indexing, with a structure that supports a range of client risk profiles and investment needs.

Joseph Azzopardi is a CFP® professional with 17 years of industry experience, currently advising at Mariner. His previous roles include positions at Financial Engines Advisors L.L.C., Edelman Financial Services, EF Legacy Securities, Golden State Wealth Management, and LPL Financial. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm offers customized discretionary portfolios supported by an internal management team and third-party managers, along with integrated tax and accounting services uncommon among firms of its size.

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.

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. He is currently with Private Advisor Group, LLC and has previously worked at LPL Financial LLC, Strategic Wealth Advisors Group, LLC, and Wells Fargo Clearing. Outside of his advisory role, he is a business owner involved with ventures such as Dorasti Imports and Caviar Biotech LLC, and serves as an investor and director for Vostok Foods LLC. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to third-party asset managers, turnkey asset management platforms, and its own WealthSuite separately managed account program.

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.

Michael Tootle is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and six years of industry experience. He has prior experience with PREP Securities, CR Capital Financial, and has held multiple roles at Centaurus Financial since 2013. Outside of financial advising, he is licensed to practice law in Arizona and Missouri and works as an attorney. 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, employing a combination of fundamental, technical, bottom-up, and top-down analysis.

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 Townsend is a ChFC® credentialed financial advisor with 33 years of industry experience. He is currently with Money Concepts Capital Corp and has held roles at Western International Securities, Inc., Crown Capital Securities, L.P., and other firms. Outside of advisory work, Townsend provides financial oversight for residential care facilities for the elderly and serves as a real estate broker for Townsend Properties, Inc. Money Concepts Capital Corp is an enterprise-scale adviser serving a diverse client base that includes individual investors, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, offering a range of discretionary and non-discretionary portfolio programs supported by third-party managers and technology platforms.

Kitmen Gunther is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been affiliated with Transamerica Financial Advisors since 2012. Outside of his advisory role, he is involved in several business ventures including property management for Casa Sereno, LLC, and serves as president of the nonprofit Asian Community Development. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio approach with third-party managers and platforms to deliver its services.

Kevin King is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and spent 33 years at The AYCO Company, L.P./Mercer Allied prior to that. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models and offers a range of services such as Private Family Office and Specialized Executive Wealth programs, supported by integrated resources across the Goldman Sachs platform.

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.

Elisha Torrance is a CFP®-certified financial advisor at Schwab Wealth Advisory with 15 years of industry experience. Prior to joining Schwab Wealth Advisory, Torrance held roles at JP Morgan Chase Bank and Columbia Private Bank among other firms. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on personalized advice without discretionary trading authority.

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.

Joseph Brooks is a financial advisor with EP Wealth Advisors in Torrance, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining EP Wealth Advisors in 2025, he worked for Nbs Financial for 23 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 wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation, employing customized model portfolios with a mix of fundamental, technical, and cyclical analysis.

Stephen Bennett is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Citigroup since 2019, following nine years at JP Morgan Securities LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

Clint Camua Sr. is a CFP® professional at EP Wealth Advisors with 27 years of industry experience. He has been with EP Wealth Advisors since 2007. 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, financial planning, and ancillary services such as tax preparation and estate-document preparation for certain clients, utilizing customized model portfolios and a range of investment strategies.