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 work background includes roles at PayQwick, LeafLink, and self-employment prior to joining Mariner. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement consulting, and integrated tax and accounting services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, offering a wide range of investment strategies along with administrative family office and financial wellness solutions.

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.

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.

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.

Brett Anderson is a financial advisor at EP Wealth Advisors with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at EP Wealth Advisors since 2020, following a 13-year tenure at International Research and Asset Management. EP Wealth Advisors is a registered investment adviser serving 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 customized model portfolios and a blend of fundamental, technical, and cyclical analysis.

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. with eight years of industry experience. She holds Series 65 and Series 63 credentials. Her work history includes roles at American Funds and the Capital Group, as well as involvement with didwejustflipthat llc since 2022. 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 access to private equity and alternative investments.

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.

Elmer Sarmiento is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 66 credentials and has 14 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JP Morgan Chase from 2012 to 2025. Outside of his advisory work, he owns and operates Run It Back Clawcade LLC, a claw machine rental business in Long Beach, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs that implement multi-asset, multi-manager strategies with internal oversight. The firm combines large institutional scale with unique market roles, including serving as a swap dealer and futures commission merchant, and provides bespoke discretionary solutions for high-net-worth clients.

Jun Tomlinson is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including East West Bank, Cetera Investment Services, Fidelity Investments, Bank of America, Merrill, Wells Fargo, Keller Williams, JPMorgan Chase, and Tiffany & Co. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with oversight committees and uses a combination of internal research and market arrangements to support its advisory services.

Maxwell Kilstofte is a financial advisor with PlanMember Securities Corporation in Los Angeles, holding a Series 66 credential and four years of industry experience. He also operates as a CPA specializing in tax return preparation and maintains a role as controller for a manufacturers’ representative company in the high-tech sector. Outside of finance, he is involved in music as a songwriter and performer. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, functioning as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services for plan sponsors and participants.