Jordan Hubbs is a financial advisor at EP Wealth Advisors in Torrance, CA, holding a Series 65 credential with three years of industry experience. His prior roles include positions at Prosperitas Financial, Team Edge, Inc., and J2 Global, Inc. EP Wealth Advisors serves individual, corporate, and retirement plan clients, offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document assistance. The firm constructs customized portfolios using a mix of fundamental, technical, and cyclical analysis and provides ongoing monitoring, including third-party manager recommendations and ERISA plan services.

Jonathan Taylor is a CFA® charterholder with 18 years of industry experience. He is currently an advisor at Capital Group Private Client Services, Inc., having joined in 2025. Prior to this, he worked at City National Rochdale for six years and Merrill Lynch for 12 years. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm employs a multi-manager approach based on fundamental research and a long-term horizon, offering access to separately managed accounts, pooled funds, and alternative investment strategies.

Marilyn Johnson is a financial advisor with TLG Advisors, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She previously worked at Gold Coast Securities, Inc. for 17 years before joining Simplicity Investments in 2026. Outside of advising, she is a self-employed actor and crew member in TV and film productions. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and financial planning using manager selection and modern portfolio theory, also offering a digital program called Starlight Portfolios for direct-to-consumer investing.

Jason Phan is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, he worked for The AYCO Company, L.P./Mercer Allied for eight years. He holds the Series 66 license and is based in Monterey Park, CA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad array of affiliated legal, trust, and retirement plan service businesses.

Esteban Camacho is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His prior work includes roles at Park Avenue Securities, US Hybrid, and teaching positions at Cal State Northridge, Cerritos College, and Mayfair High School. He also engages in insurance business outside of Guardian Life. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers advisor-led discretionary management alongside model-based strategies and digital solutions, integrating a range of proprietary and third-party platforms.

Paul Zambriski is a financial advisor with \u0026Partners, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Bank of America, N.A., where he spent eight years at each firm. Outside of his advisory work, Zambriski has ownership in ZP Group LLC and serves as a trustee for multiple wealth advisory and property trusts. \u0026Partners serves a diverse client base, including high-net-worth individuals and institutional investors, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis, utilizing both proprietary and third-party strategies to manage accounts through discretionary and non-discretionary approaches.

Sean Kazangian is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, California State University Northridge, Discount Medical Pharmacy, and City Tennis. Eagle Strategies serves a diverse client base that includes individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Kevin Beebe is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors since 2010. He holds a Series 65 registration and is based in Torrance, CA. 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 services, using customized model portfolios and a mix of fundamental, technical, and cyclical analysis.

Hugo Flores Jr. is a financial advisor with Empower Advisory Group in Whittier, CA, holding Series 63, Series 65, and Series 66 designations and bringing 17 years of industry experience. His prior work includes roles at GWFS Equities, Inc., H. Beck, Inc., Ameriprise, and Principal Financial Services. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and savings rates, integrating services with Empower’s recordkeeping and administrative platforms.

Ani Atnos is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Citibank and CGMI since 2012. Outside of her advisory work, she provides in-home supportive services to disabled individuals, including assisting her father with daily activities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, brokerage execution, and custody services. The firm utilizes multi-asset, multi-manager strategies with internal oversight and includes specialized roles such as swap dealer and futures commission merchant.

Erin Whalen is a financial advisor at EP Wealth Advisors with 20 years of industry experience. She holds a Series 65 designation and previously worked at Opes Wealth Management and Opes Advisors. EP Wealth Advisors serves individuals, corporate clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm offers customized model portfolios using fundamental, technical, and cyclical analysis, and provides ancillary services including tax preparation and estate-document facilitation for qualifying clients.

Monica Van Eck is a CFP®-certified financial advisor with 13 years of industry experience. She has worked at EP Wealth Advisors since 2018 and previously spent six years at Millie Capital Management LLC. 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 services, offering customized model portfolios and ongoing monitoring using a variety of investment strategies.

Mary Ghobry is a financial advisor with First Citizens Investor Services, Inc. in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. Her prior experience includes seven years at Wells Fargo Clearing and fourteen years at Wells Fargo Bank, N.A. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs fundamental, quantitative, and technical analysis to allocate assets across equities, fixed income, mutual funds, and ETFs, and offers a range of portfolio management and financial planning services.

Albert Herzog III is a financial advisor with EP Wealth Advisors, holding the CFP® and ChFC® designations and possessing 43 years of industry experience. His prior experience includes executive roles at Executive Wealth Management, LLC, and ownership involvement in various investment-related firms. In addition to advising, he is a minority owner of a tax preparation business and operates an independent financial consulting practice. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers customized wealth management, discretionary portfolio management, and financial planning services, incorporating fundamental, technical, and cyclical analysis as well as alternative investments and private fund recommendations.

Christine Lee is a financial advisor with Eagle Strategies (NY Life) based in Pasadena, CA. She holds the ChFC® designation and Series 63 license, with 20 years of industry experience. Lee has been with Eagle Strategies since 2014 and has worked in various roles at New York Life and Nylife Securities since 2005. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and maintains a significant portion of assets under non-discretionary management.

Adam Phillips is a CFP® and CFA® with 13 years of experience in the financial services industry. He has worked at EP Wealth Advisors in Torrance, CA since 2014. EP Wealth Advisors is a registered investment adviser serving individuals, corporate 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, using a combination of fundamental, technical, and cyclical analysis along with alternative investment options.

Maarten Kerstens is a CFP® with 13 years of industry experience, currently serving at EP Wealth Advisors. His prior experience includes roles at The Vanguard Group, Inc., Thompson Wealth Management, and Harbour Investments, Inc. Outside of advising, he is also an independent insurance agent. 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, employing customized model portfolios with a mix of fundamental, technical, and cyclical analysis.

Eric Chen is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill Lynch. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and is notable for its large institutional scale and unique market roles, including in-house research and operation as a swap dealer and futures commission merchant.

Michael Chechel Jr. is a financial advisor at EP Wealth Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Executive Wealth Management, LLC, EWM Tax Solutions, LLC, and Private Client Services LLC. Outside of his advisory work, Chechel is involved in managing income and taxes through his ownership of MC3 Financial Planning Corp. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm employs customized model portfolios and combines fundamental, technical, and cyclical analysis, incorporating alternative investments and private fund recommendations when appropriate.

Natalia Amato is a financial advisor at EP Wealth Advisors with 12 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Cetera Investment Services and Finestone Partners. EP Wealth Advisors is a registered investment adviser serving individuals, corporate 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, using customized model portfolios and various analytical approaches.