Jonathon Matson is a financial advisor at EP Wealth Advisors with 19 years of industry experience. He holds the Series 63 and Series 65 registrations. His prior experience includes roles at REDW Wealth LLC and CUNA Brokerage Services, Inc. EP Wealth Advisors serves individual, corporate, and retirement plan clients, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and a variety of investment analyses, and it provides ancillary services such as tax preparation and estate-document preparation for eligible clients.

Glenn Geist is a financial advisor with Capital Group Private Client Services, Inc., holding Series 63 and Series 65 designations and bringing 15 years of industry experience. He previously worked at Capital Bank and Trust Company for five years before joining his current firm in 2021. Capital Group Private Client Services provides discretionary investment management mainly to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach and a combination of separately managed accounts, mutual funds, ETFs, and alternative investment vehicles.

Angela Horvat is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. She has worked with Diversified Investors Securities Corporation since 2006 and with Diversified Investment Advisors since 2004. Outside of finance, she owns and operates The Dancing Broom, LLC, a residential and commercial cleaning service. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education focused on asset allocation and retirement planning. The firm leverages Morningstar Investment Management’s proprietary tools and manages a large client base primarily through non-discretionary assets.

Corbin Coursey is a CFP® with seven years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. He previously worked at Clearview Wealth Advisors and has held roles at Versant Capital Management and Equity Methods. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document assistance. The firm uses customized model portfolios with a variety of investment strategies and provides ERISA plan services including participant education and fiduciary management.

Giorgina Mei Nguyen is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. Her prior roles include positions at Global Retirement Partners, LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors. 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, employing a range of investment strategies including fundamental, technical, and cyclical analysis, as well as recommendations of alternative investments and third-party managers.

Mitchell Ito is a CFP® at Hightower Advisors in Los Angeles, CA, with one year of industry experience. He previously worked at Aspiriant, LLC for multiple terms between 2018 and 2025 and spent four years at PriceWaterhouseCoopers, LLP. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm’s approach emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party managers, with a focus on portfolio construction that includes mutual funds, ETFs, alternative investments, and custom indexing.

Minh Phan is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Citigroup Global Markets since 2022. He previously worked at JPMorgan Securities LLC for six years. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services. The firm is notable for its large institutional scale, in-house research capabilities, and roles as a security-based swap dealer and futures commission merchant.

Barbara Walker is a financial advisor with TLG Advisors, Inc. She holds a Series 65 designation and has 18 years of industry experience. Her prior work includes roles at Senior Retirement Solutions and Blg Financial and Insurance Services Corporation. Outside of her advisory work, she is involved in online course creation through BOSS DOC ONLINE and serves as a board member of Premier Marketing Resources Corp., a trucking company. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

Joseph Crossan is a financial advisor at EP Wealth Advisors with 40 years of industry experience. He holds the CFP® designation and Series 63 license. His prior experience includes nearly two decades at Financial West Group and 30 years at NBS Financial Services, Inc. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by providing wealth management, financial planning, and ancillary services such as tax preparation and estate-document assistance. The firm uses customized model portfolios and a variety of investment strategies, including fundamental, technical, and cyclical analysis, along with alternative investments and private fund recommendations.

Clifton Morton is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 designations and 26 years of industry experience. His prior work includes positions at several Cetera firms, Summit Brokerage Services, National Planning Corporation, and Grove Point Investments. He is based in San Pedro, CA. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm utilizes both firm- and third-party models for portfolio management and offers a range of services including financial planning and retirement plan services.

Josefina Hernandez is a financial advisor at Principal Financial Services with 24 years of industry experience. She holds a Series 66 designation and previously worked for CETERA Advisor Networks LLC for 20 years before joining Principal in 2022. Hernandez is a co-founder and treasurer of The Friendship Factor, a nonprofit supporting children with neurodiverse differences. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Shane Cumings is a financial advisor at Mariner with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked at Mariner Wealth Advisors since 2022. His prior experience includes roles at Aj Marcantonio, Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Edward Moyzes. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers and offers integrated tax services and family office capabilities alongside traditional portfolio management.

Jennifer Li is a CERTIFIED FINANCIAL PLANNER™ at EP Wealth Advisors with 10 years of industry experience. She has worked exclusively with EP Wealth Advisors since 2015. 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, using a variety of analytical approaches and investment strategies to create customized portfolios and provide ongoing monitoring.

Eric Heer is a financial advisor at Capital Group Private Client Services, Inc. with 19 years of industry experience. He holds the Series 65 and Series 66 designations and previously worked at Capital Bank and Trust Company for five years. Heer is based in Los Angeles, CA. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm utilizes a multi-manager approach through separately managed accounts, mutual funds, ETFs, and access to private equity and alternative strategies.

Geniffer Takacs is a CFA® charterholder with 14 years of industry experience. She has been with EP Wealth Advisors since 2016, serving in various roles within the firm. EP Wealth Advisors is a registered investment adviser that serves high-net-worth individuals, corporate 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, using a combination of fundamental, technical, and cyclical analysis along with third-party manager recommendations.

Ryan Malone is a financial advisor at EP Wealth Advisors with six years of industry experience. He holds a Series 65 designation and previously worked at Buffington Mohr McNeal and U.S. Bank. 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, utilizing customized model portfolios and a variety of analytical approaches, including fundamental, technical, and cyclical analysis.

Joel Callagan is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior work includes roles at PineCone Research, The Vanguard Group, Inc., and Oakwood Capital Management. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and a range of specialized program offerings.

Susan Koe is a CERTIFIED FINANCIAL PLANNER™ practitioner with 19 years of industry experience. She is currently affiliated with EP Wealth Advisors and has previously worked at Better Money Decisions and Vanguard Advisers. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm employs a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and provides ancillary services such as tax preparation and estate-document preparation for qualified clients.

Timothy Suarez is a financial advisor with Integrated Wealth Concepts LLC, holding two years of industry experience. He is also a partner at Windes, Inc., a CPA firm where he has worked for over 15 years. Integrated Wealth Concepts serves individuals, families, trusts, 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 a long-term investment approach with customized portfolios and a range of model and wrap-fee options.

Cordelia Lo is a financial advisor at Citigroup Global Markets with 24 years of industry experience. She holds the Series 66 designation and has been with Citigroup since 2007. Outside of her advisory role, she serves as Chief Marketing Officer for Moscato Software LLC, where she develops branding and marketing strategies. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs along with broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research and acting as a swap dealer and futures commission merchant.