Scot Shier is a CFP® with 31 years of industry experience, currently affiliated with Money Concepts Capital Corp since 2019. He previously worked at Next Financial Group for 13 years. Outside of his advisory work, Shier serves as a board member for Crowdrank, Inc. and the Scripture Therapy Center, Inc., and holds director and consulting roles in community and health-related organizations. Money Concepts Advisory Service is an enterprise firm with approximately 431 advisors managing around $3.33 billion for nearly 14,700 clients. The firm offers portfolio management, financial planning, and consulting services using a combination of model portfolios, adviser-designed portfolios, and third-party sub-advisers, serving individuals, retirement plans, trusts, and institutional clients.

Craig Mc Crory is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors since 2026. He previously spent 16 years with Capital Insight Partners, LLC. Mc Crory holds a Series 66 license 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 offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients, utilizing customized model portfolios and a range of investment strategies.

Doug Ireland is a financial advisor with EP Wealth Advisors in Torrance, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wedbush Securities Inc., Mass Mutual Investors Services, and Ameriprise Financial Services. Outside of his advisory work, he serves as an assistant baseball coach at Arnold O. Beckham High School in Irvine, CA. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning, constructing customized model portfolios and providing ongoing monitoring using a mix of fundamental, technical, and cyclical analysis.

Stephanie Garcia is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Merrill, Bank of America, and Wells Fargo. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs, broker-dealer execution, and custody services. The firm combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Kevin Cross is a financial advisor at EP Wealth Advisors with 24 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Private Client Services LLC, INVEST Financial Corp, and Executive Wealth Management, LLC. EP Wealth Advisors serves 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 for qualifying clients, utilizing customized model portfolios and a mix of fundamental, technical, and cyclical analysis.

Lyndsey Xa is a CFP® and Series 65-licensed financial advisor at EP Wealth Advisors with six years of industry experience. She has worked with EP Wealth Advisors since 2020 and has prior experience at The Insight Group and Ameriprise. 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, using customized model portfolios with a range of investment strategies including fundamental and technical analysis, short-term trading, and alternative investments.

Yehudah Judah is a financial advisor at Transamerica Financial Advisors with five years of industry experience. He holds a Series 65 designation and has worked with several firms, including Mercor, WFGIA, King David Capital, and Chasing Value Asset Management. His business activities include sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, including fee-based wrap programs, model portfolios, and access to third-party money managers.

Ryan Molesworth is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at NIM Wealth Solutions, BrightHouse Financial, Fan Insider LLC, and Fire Island Concessions. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, institutional clients, and plan sponsors, offering financial planning, portfolio management, and specialized wealth programs. The firm employs strategic and tactical allocation models, along with proprietary analytics, to tailor investment solutions within the broader Goldman Sachs ecosystem.

Christian Del Giorgio is a financial advisor at OSAIC Institutions, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at LPL Financial and Cuna Brokerage Services, Inc., as well as SchoolsFirst Federal Credit Union. 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 services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a diverse service model.

David Boynton is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA, holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience and has been with Eagle Strategies since 2002. Boynton is also active as a board member of the Orange Catholic Foundation, a charitable organization supporting the Diocese of Orange, California. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm emphasizes tailored advice and manages the majority of its assets on a non-discretionary basis.

Jason Bahramian is a financial advisor at Voya Financial Advisors, Inc. with 11 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Securities, JP Morgan Chase Bank, and GWN Securities. In addition to his advisory role, he is an independent insurance agent involved in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves a diverse clientele including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm provides financial planning, portfolio management, wrap programs, and plan-sponsor consulting, delivering advice through multiple program structures with an emphasis on non-discretionary, recommendation-based client relationships.

Noel Vonuelos is a CFP® professional with 10 years of industry experience. He currently works at MAI Capital Management, LLC and has prior experience at Mariner Wealth Advisors, JPMorgan Chase Bank, J.P. Morgan Securities, Mercer Allied Company, L.P., and The Ayco Company, L.P. He also held a role at the University of California early in his career. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages over $72 billion in assets and offers a diverse range of portfolio strategies implemented through in-house managers and third-party advisers.

Linh Pham is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at Goldman Sachs & Co. LLC since 2021. Her prior roles include positions at The Ayco Company, L.P./Mercer Allied and J.P. Morgan Securities LLC. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning and portfolio management alongside specialized services such as Private Family Office and Executive Wealth programs. The firm employs strategic allocation models and integrates capabilities across the broader Goldman Sachs ecosystem.

Yuan Yao is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and less than one year of industry experience. Prior to joining Goldman Sachs, Yuan held roles at GWN Securities, Thaddeus Resource Center, and has experience working in educational institutions including California State Polytechnic University, Pomona, Mt. San Antonio College, and Mark Keppel High School. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individuals, high-net-worth households, and institutional clients. The firm leverages centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Elliott Servais is a CFP® and Series 66-registered financial advisor with 12 years of industry experience. He has been with EP Wealth Advisors in Torrance, CA since 2014. 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 services, using a combination of fundamental, technical, and cyclical analysis, along with access to alternative investments and private funds.

Charlotte Parnell is a Series 66-licensed financial advisor with seven years of industry experience. She has worked at Goldman Sachs & Co since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied and Nickel Designs. Goldman Sachs Wealth Services advises a wide range of clients, including individual investors, executives, corporate participants, and institutional clients. The firm provides financial planning, portfolio management, and specialized programs, utilizing strategic allocation models, manager selections, and both discretionary and non-discretionary implementations within the broader Goldman Sachs ecosystem.

Reese Roberts is a Series 66 credentialed financial advisor with 11 years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2022, following prior roles at Securities America Advisors and Investacorp Advisory Services. In addition to his advisory work, he is also licensed as an insurance agent. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing both in-house and external strategies supported by centralized due diligence and technology tools.

Jordan Leonard is a financial advisor at TIAA-CREF with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Morgan Stanley and several other financial services firms. Outside of finance, Leonard is also involved in professional wrestling as an independent contractor. TIAA-CREF Individual & Institutional Services, LLC serves individuals and entities often connected to TIAA-administered retirement plans, providing financial planning, discretionary managed account programs, and brokerage services. The firm employs a fiduciary standard in its advisory services and offers both model-based and customized portfolio management within a vertically integrated framework.

Clay Zachry is a CFP® and holds a Series 66 designation with 25 years of industry experience. He is currently an advisor at EP Wealth Advisors and previously worked at Harris Financial Advisors, Inc. for 11 years. EP Wealth Advisors serves individuals, business clients, and retirement plans with wealth management and discretionary portfolio management, offering customized model portfolios and ancillary services including tax preparation and estate-document preparation for qualified clients. The firm integrates fundamental, technical, and cyclical analysis along with access to alternative investments and third-party managers.

Olivio Gomez is a financial advisor at Schwab Wealth Advisory with 19 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including American Trust Investment Services, WestPark Capital, and Niagara International Capital. Outside of his advisory role, he serves as Senior Finance Manager for XRG Restaurant Group, providing corporate finance and financial planning support. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations implemented through Schwab’s asset allocation models and research tools.