Scott Lane is a financial advisor at EP Wealth Advisors in Torrance, CA, holding a Series 65 designation. He has one year of industry experience, with previous roles including positions at LPL Financial and academic appointments at The University of Colorado at Boulder. 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 combination of fundamental, technical, and cyclical analysis.

Brian Park is a CFP® and ChFC® with eight years of experience in the financial services industry. He is currently with NewEdge Advisors and has held previous roles at Kovitz Investment Group Partners, Connectus Wealth, and Wells Fargo, among others. Brian also served as Senior Vice President at NorthCoast Asset Management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support advisor and client needs.

William Ford is a CFA® charterholder with eight years of industry experience. He has worked at Capital Group Private Client Services, Inc. since 2022 and was previously with affiliated Capital Group entities from 2008 to 2022. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, implementing client portfolios through separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds. The firm’s investment approach relies on fundamental research, a multi-manager system, and tax-aware techniques.

Hansen Champlin is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior experience includes roles at LPL Financial and Unify Federal Credit Union, where he currently serves as Vice President overseeing insurance product distribution. He is a board member of the Irlen Syndrome Foundation, a nonprofit focused on raising awareness and funding research related to the condition. Independent Financial Partners is a nationwide enterprise that provides investment advisory, financial planning, trust, and retirement-plan services through an extensive network of independent advisers. The firm supports a multi-advisor platform managing over $12.5 billion in assets and offers a decentralized advisory model allowing customized investment strategies alongside centralized asset management and retirement-plan consulting.

Joey Roman is a CFP® and Series 65-licensed financial advisor with two years of industry experience. He is currently with EP Wealth Advisors in Torrance, CA. Prior to his advisory role, he has work experience in veterinary care, retail, and has served with the Long Beach Fire Department. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides customized wealth management, discretionary portfolio management, financial planning, tax preparation, and estate-document services, utilizing a range of analytical approaches and third-party manager recommendations.

Devin Paul is a Series 65-licensed financial advisor at EP Wealth Advisors with four years of industry experience. He has worked at several firms, including Warren Financial Service and Innovative Premier Financial Services, before joining EP Wealth Advisors. 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, utilizing customized model portfolios with fundamental, technical, and cyclical analysis.

Sonny Lin is a CFA® charterholder and holds a Series 65 license, with 20 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. Prior to that, he spent 14 years at Pillar Pacific Capital Management. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, using a strategic investment approach that combines passive and active managers guided by an internal Investment Committee.

Gregory Heyman is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 23 years of industry experience. He has worked at Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and unique market roles, including in-house research and functioning as a swap dealer and futures commission merchant.

Jared Kelly is a financial professional with GWN Securities Inc., holding a Series 66 designation and 12 years of industry experience. He has been with GWN Securities since 2014. Outside of his advisory role, he is the owner of Medusa Capital, Inc., a limited liability company. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients, including high-net-worth investors. The firm manages approximately $3.65 billion across more than 37,000 accounts, offering discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios through a large network of advisors.

Felipe Albuquerque is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to his current role, he worked with NYLIFE Securities LLC and New York Life Insurance Co. Albuquerque has also been involved with a fitness-related business. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a variety of program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Aram Schotts is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. He previously worked at Gamble Jones Investment Counsel from 2018 to 2023 and LPL Financial from 2008 to 2018. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, asset allocation, and access to alternative and private market solutions.

Brian Lacrosse is a CFP® professional with 19 years of industry experience, currently serving as an advisor at GWN Securities Inc. since 2014. He holds the Series 66 designation and is co-owner of The Galeb Group, a financial services business involved in investment and insurance sales. GWN Securities is an SEC-registered investment adviser and broker-dealer that manages discretionary accounts and provides financial planning for individual and business clients. The firm offers a range of managed-account programs and model portfolios, including traditional and active strategies, supported by a large network of approximately 423 advisors.

James Henry is a financial advisor at EP Wealth Advisors in Torrance, CA, holding Series 65 and Series 66 licenses with 10 years of industry experience. His prior roles include positions at Sloan Investment Management LLC and Neuberger Berman BD LLC. EP Wealth Advisors serves individuals, corporate clients, and retirement plans with wealth management, financial planning, and ancillary services such as tax preparation and estate-document support. The firm uses customized model portfolios and a blend of fundamental, technical, and cyclical analysis, along with options, alternative investments, and private fund recommendations.

Ryan Jeffries is a financial advisor with Citigroup Global Markets Inc. He holds Series 63 and Series 66 licenses and has four years of industry experience, including prior roles at JPMC Bank NA and J.P. Morgan Securities LLC. He is based in Los Angeles, CA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and security-pricing activities.

Casey Conrad is a financial advisor at EP Wealth Advisors with three years of industry experience. He holds a Series 66 designation and has prior work history with Capital Group - American Funds Distributors, Inc., among other firms. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning, employing a range of investment strategies including fundamental, technical, and cyclical analysis, as well as alternative investments and private fund recommendations.

Lyla Kristina Bonilla is a financial advisor with EP Wealth Advisors in Torrance, CA, holding a Series 65 credential and one year of industry experience. Her prior work includes roles at Opes Wealth Management, Neokai Capital, Cambridge Associates, and Kamehameha Schools. EP Wealth Advisors serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning. The firm uses customized model portfolios and a range of investment strategies, including fundamental, technical, and cyclical analysis, and provides ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Emily Sorensen is a CFP® and holds a Series 65 license, currently working with EP Wealth Advisors in Torrance, CA. She has two years of experience in the financial industry, with prior roles at Spring Source Wealth Advisors and various positions affiliated with Utah State University. 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 a mix of fundamental, technical, and cyclical analysis in its investment approach.

Jesse Taylor is a financial advisor at Mariner with five years of industry experience. He holds Series 63, 65, and 66 licenses. His prior work includes roles at PayQwick, LeafLink, and Barclays Capital Inc., as well as periods of self-employment. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and access to various pooled vehicles and third-party managers. The firm employs discretionary, customized portfolios supported by in-house research and external managers, with integrated tax and accounting services that include CPAs and specialty tax affiliates.

Ryan Ignacio is a financial advisor at EP Wealth Advisors with 10 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining EP Wealth Advisors, he worked at NewFocus Financial Group, LLC for five years. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by providing wealth management, discretionary portfolio management, and financial planning services. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis, and offers ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Danielle Smith is a CFP® with 10 years of industry experience, currently with Sequoia Financial Group, L.L.C. in Pasadena, CA. She has previously worked at Sterling Financial Group, Inc. and LPL Financial, LLC. Danielle also holds a Notary Public commission. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm utilizes a combination of model and custom portfolio management strategies, supported by an Investment Policy Committee, and employs a range of investment vehicles including mutual funds, ETFs, private funds, and alternative investments.