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.

Robert Apuzzo is a financial advisor with Eagle Strategies (New York Life) based in Los Angeles, CA. He holds Series 63 and Series 66 licenses and has nine years of industry experience, including prior roles at NYLIFE Securities LLC, New York Life Insurance Company, and AXA Advisors. Outside of his advisory work, he serves as an officer for the 1220 Artlofts Homeowners Association in West Hollywood. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

Vanessa Pearson is a financial advisor with Integrated Wealth Concepts LLC in Huntington Beach, CA, holding Series 63 and Series 66 registrations and 13 years of industry experience. She has operated Pearson Advisory Services, LLC since 2013, focusing on financial coaching and money relationship education through her business Fix Your Money Mindset. Pearson also serves as Board Treasurer for Viet-CARE, a nonprofit supporting the Vietnamese community with mental health education and outreach. 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 long-term approach alongside shorter-term trading for rebalancing or liquidity needs.

Richard Rose is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has operated as a self-employed advisor since 1991 and has been with PlanMember since 2013. Rose also runs Quadro Inc, a corporation related to his investment business. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Stephanie Acker is a financial advisor at Transamerica Financial Advisors with one year of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Transamerica, she managed strategy and implementation at Snapsheet, Inc. and serves as Executive Director of The National Fraternity of Phi Gamma Nu, a professional business fraternity focused on developing college students. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services using proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Eileen Lee is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been affiliated with NYLIFE Securities LLC since 2017 and New York Life Insurance Company since 2015. Lee serves as a board member of the Taiwanese Chamber of Commerce in Orange County. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Alan Kaye is a financial advisor at TLG Advisors, Inc. with 45 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at The Leaders Group Inc and Cetera Advisor Networks, LLC. He also operates Alan Kaye Insurance, an insurance business active since 1973. TLG Advisors serves a diverse client base, including individuals, high-net-worth clients, trusts, corporations, and institutional investors, providing investment supervisory services, portfolio management, and financial planning. The firm utilizes fundamental analysis and Modern Portfolio Theory to construct diversified portfolios and offers a direct-to-consumer digital program, Starlight Portfolios, which adjusts portfolios based on risk profiles and market conditions.

Edwin Unland is a financial advisor with Independent Financial Group, LLC, holding a Series 63 credential and bringing 33 years of industry experience. He has been with Independent Financial Group since 2010 and has maintained his own insurance agency under the name Money Matters since 1996. In addition to his advisory work, he is a licensed insurance agent and a notary public, and he serves as a part-time supervisor at UPS. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and retirement plans. The firm utilizes a combination of firm- and third-party models to develop tailored client strategies and offers a range of services from financial planning to portfolio management across multiple platforms.

Adam Wass is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. His prior work includes roles at Infinex Investments, Inc., LPL Financial, and Financial Partners Services. Wass is involved with AmeriEstate, referring clients for prepaid legal and trust services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory and financial planning services, combining a hybrid adviser/broker-dealer structure with access to alternative investments, lending solutions, and third-party manager arrangements.

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.

Johnny Tep is a CFP® with one year of industry experience, currently serving as a financial advisor at Mariner. His prior work includes roles at Walker Wealth, Griffin Capital Securities, and GCI Solar. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and integrated tax and family office services. The firm employs discretionary, customized portfolios managed by an Investment Committee and supported by in-house research and third-party managers.

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.