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.

Richard Nelson is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. Nelson has worked at Centaurus Financial since 2012 and has operated Nelson Pension and Insurance Services since 1994, where he also serves as president and sells fixed insurance products. 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, retirement-plan consulting, and specialized advisory services through a variety of discretionary and non-discretionary arrangements.

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, Series 65, and Series 66 licenses. His prior experience includes roles at PayQwick, LeafLink, and Barclays Capital Inc., along with periods of self-employment. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax and family office services. The firm employs discretionary, customized portfolio strategies supported by an internal team and third-party managers, with a notable integration of tax and accounting services alongside traditional portfolio management.

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.

Guy Nicio is a financial advisor with Integrated Wealth Concepts LLC and holds experience from 1 year in the industry. He is also a partner at Windes Inc., a CPA firm where he has worked since 1998. In addition to his advisory role, Nicio is involved in Windes Inc. as a partner. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, and family office services, employing customized portfolio strategies with a combination of internal management and third-party asset managers.

Pauline Wong is a financial advisor at Kestra Advisory with eight years of industry experience. She holds a Series 66 designation and has worked at Kestra Advisory since 2019, with prior roles at Oxford Guzman Financial Services and Axis IELTS Test Center. Outside of her advisory work, she is the owner of Cornerstone Accounting Services, a tax and accounting firm. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and investment advice, serving clients that include large institutional investors and sovereign wealth funds.

Aaron Petersen is a CFP® professional with four years of industry experience, currently with Capital Group Private Client Services, Inc. based in Los Angeles, CA. He has been associated with Capital Group Private Client Services since 2000. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Charlotte Huang is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Bank prior to joining Citigroup. Huang is based in Fountain Valley, California. Citigroup Global Markets serves individual and institutional clients across various segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with significant institutional scale, including in-house research and roles as a swap dealer and futures commission merchant.

Enrique Ulloa is a financial advisor with Citigroup Global Markets who holds a Series 66 designation and has 26 years of industry experience. He has worked at CitiGroup Global Markets since 2020 and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm uses multi-asset, multi-manager strategies with internal oversight and provides customized solutions for high-net-worth relationships.

Yuhsin Wang is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst with 12 years of industry experience. He is currently with EP Wealth Advisors and has previously worked at First Foundation Advisors, Geneos Wealth Management Inc, and Silversage 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 portfolios with a mix of fundamental, technical, and cyclical analysis.

Noah Ross is a financial advisor at Centaurus Financial, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Centaurus Financial, he worked at Mischler Financial Group, Inc. and has experience in both educational and entrepreneurial roles, including involvement with Youngs Beach Shack. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of advisory and brokerage services encompassing financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized management of annuity and variable life sub-accounts.

Jonathan O'Brien is a CFP®-credentialed financial advisor with four years of industry experience. He currently works at EP Wealth Advisors and previously spent several years with Midwest Professional Planners, Ltd. and five years at St. Joseph Home for the Elderly. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios and a range of investment strategies including fundamental, technical, and cyclical analysis.

James Eberhardt is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Centaurus Financial since 2003 and also has extensive experience with Pension Services Corporation and United Pension Consultants, Inc. Outside of his advisory roles, he serves as president of Imprimis Financial & Insurance Services, a pension design and consulting firm. 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 its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements with a combination of fundamental and technical investment analysis.

Samuel Dashiell is a financial advisor at Capital Group Private Client Services, Inc. with 14 years of industry experience. He holds a Series 65 designation and has worked at Capital Group Private Client Services since 2021, following five years at Capital Bank and Trust Company. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, as well as corporate and pension clients. The firm uses a multi-manager approach and emphasizes fundamental research and long-term investing through separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Alex Ukpong is a financial advisor at Citigroup Global Markets with six years of industry experience and a Series 66 designation. Prior to joining Citigroup in 2025, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC from 2019 to 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including research, derivatives, and futures services.

Laura Goodman is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. Citigroup Global Markets is notable for its large institutional scale, multi-asset strategies, and unique market roles including swap dealing and futures commission merchant activities.

James Cronk is a financial advisor at D.A. Davidson & Co. with 41 years of industry experience. He has been with D.A. Davidson since 2013. Outside of his advisory work, he serves on several boards including San Pasqual Fiduciary Trust Company and San Pasqual Financial Holding Corporation, and is involved in community organizations such as the Pasadena Tournament of Roses and San Marino Community Church. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers fiduciary-standard advisory services, employing both qualitative and quantitative analysis, and distinguishes itself by its participation in municipal advisory and underwriting activities as well as its affiliated trust and custodial services.

Janna Hahn is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked within the Capital Group organization in various roles since 2015. In addition to her advisory work, she is involved with didwejustflipthat LLC, an entrepreneurial venture she has been part of since 2022. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach that emphasizes fundamental research and long-term investment horizons. The firm offers portfolios through separately managed accounts, affiliated mutual funds, ETFs, and access to private-equity and alternative strategies.

Bronwyn Shone is a CFP® and holds a Series 66 license, with 21 years of experience in the financial industry. She has been with EP Wealth Advisors since 2021 and previously worked at Bluesky Wealth Advisors, LLC from 2013 to 2021. 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, constructing customized model portfolios using a mix of fundamental, technical, and cyclical analysis, as well as alternative investment strategies when appropriate.