Michael Donato is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. He is based in Los Angeles, CA. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including research, security pricing, and derivatives activities.

Nicolas Walter is a financial advisor with EP Wealth Advisors, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Morgan Stanley and RBC Capital Markets, as well as work in consulting at Keystone Strategy. Walter's background also includes involvement in nonprofit and entrepreneurial ventures such as Cal Poly ASI, Chronic Cellars, and Nautical Bean Coffee. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides customized wealth management, portfolio management, and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis alongside access to alternative investments and private funds.

Oscar Varela is a financial advisor with Transamerica Retirement Advisors, LLC, based in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Prior to joining Transamerica in 2018, he worked at Lockton Companies, Principal Securities, Cambridge Investment Research, and HUB International Investment Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm emphasizes asset allocation and retirement guidance, utilizing proprietary software and model portfolios provided by Morningstar Investment Management, and operates with a large client base focused primarily on non-discretionary assets.

Austin Beard is a financial advisor at EP Wealth Advisors with four years of industry experience. He holds a Series 65 designation and has worked primarily with EP Wealth Advisors since 2021. Prior to that, he gained experience at Cook Martin Poulson and several other firms in different industries. 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, utilizing customized model portfolios and a range of investment strategies including fundamental, technical, and cyclical analysis.

Linda Stanton is a financial advisor at Osaic Advisory Services, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at PFS Investments Inc and Primerica Financial Services prior to joining Osaic in 2025. Osaic Advisory Services is an SEC-registered investment adviser that serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through various program models, utilizing both proprietary and third-party platforms.

Ian Clemens is a CFP® and CFA® with four years of industry experience. He is currently with EP Wealth Advisors and has previously worked at CornerCap Investment Counsel, Jon Baker Financial Group, CWM, LLC, and Brightworth. 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 mix of fundamental, technical, and cyclical analysis.

Neelika Batta is a financial advisor with Citigroup Global Markets in Los Angeles, CA, holding Series 65 and Series 63 licenses and seven years of industry experience. She has worked at several notable firms, including JP Morgan Chase and Wells Fargo. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a diverse range of investment advisory programs and execution services, with a focus on multi-asset, multi-manager strategies implemented through both discretionary and non-discretionary approaches.

Marc Campbell is a CERTIFIED FINANCIAL PLANNER™ professional with 12 years of industry experience. He is currently an advisor at Farther and previously worked at Five Oceans Advisors LLC and TCI Wealth Advisors, Inc. Campbell holds Series 63 and Series 65 licenses. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach, utilizing proprietary model portfolios, algorithmic rebalancing, and incorporates AI tools alongside advisor judgment.

Tammera Prouty is a CFP® professional with 18 years of industry experience. She has been with EP Wealth Advisors since 2021 and previously worked at Sound Financial Planning, Inc. for 21 years. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm offers customized wealth management, discretionary portfolio management, and financial planning services, employing a variety of investment strategies and providing ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Stephen Kovach is a CFP® professional at EP Wealth Advisors with 22 years of industry experience. He previously worked at Buffington Mohr McNeal for nine years and served nine years with the Water Users Association of Downing Downs Lateral. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm offers customized wealth management, discretionary portfolio management, and financial planning services, applying a blend of fundamental, technical, and cyclical analysis alongside alternative investment options.

Mario Valverde Rojo is a CFA® charterholder and holds a Series 63 license with 13 years of industry experience. He is currently with Cerity Partners LLC and previously worked at BlackRock, State Street Global Advisors, and Nuveen Investments. Outside of his advisory role, he serves as Southwest Chapter Co-Head for the CAIA Association, an alternative investments nonprofit. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Laura Gilman is a CFP® professional with 24 years of experience in financial advising. She currently works at Wealth Enhancement Advisory Services, LLC and has previously been affiliated with Mutual Securities, Inc. and KCS Wealth Advisory, LLC. Gilman also serves as a board member of the Jewish Free Loan Association. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Armando Herrera is a financial advisor at EP Wealth Advisors with three years of industry experience. He holds a Series 65 credential and previously worked at Harris Financial Advisors, Inc. for seven years. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporations, businesses, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning along with ancillary services such as tax preparation and estate-document preparation for qualifying clients. Their investment approach includes customized model portfolios with ongoing monitoring, using fundamental, technical, and cyclical analysis, and incorporates third-party managers and ERISA plan services.

Jorge Tirado Arias is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at HSBC Private Bank and VectorGlobal WMG. He studied at the University of Southern California and has a background that includes seven years at TMI Episcopal. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and nonprofit organizations. The firm’s investment approach is based on centralized macroeconomic research and client-specific Investment Policy Statements, incorporating a mix of liquid strategies, third-party independent managers, and private alternative investments.

Dante Noffal is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, holding a Series 65 credential with one year of industry experience. His prior work includes roles at California State University and employment in the food service industry. Capital Group Private Client Services primarily provides discretionary investment management to high-net-worth individuals and charitable organizations, utilizing a long-term, multi-manager investment approach known as the “Capital System.” The firm manages portfolios through separately managed accounts, mutual funds, ETFs, and alternative strategies.

Gary Runnells Jr. is a financial advisor with MAI Capital Management, LLC, holding a Series 65 credential. He has been in the industry for approximately one year, with prior experience that includes roles at Evoke Advisors and other positions outside financial services. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a range of investment strategies using both in-house and third-party resources, and offers additional services such as trust administration and insurance through affiliated entities.

John Carlson is a financial advisor with Independent Financial Group, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has worked at JLB Partners and Wells Fargo Investments, LLC, and operates Carlson Wealth Management as a DBA, providing investment and brokerage services. Independent Financial Group, LLC offers 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 employs a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investments to construct client portfolios aligned with their risk profiles.

Jeffrey White is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and over 38 years of industry experience. He has worked at LPL Financial since 1994 and has been with Private Advisor Group since 2016. Outside of his advisory role, he plays guitar in a small orchestra and occasionally teaches guitar music lessons. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Laura Danlasky Daigle is a financial advisor at Cetera Planning Partners with 26 years of industry experience. She holds Series 63 and Series 66 credentials. In addition to her work in finance, she is an independent vocalist and owns a small handmade jewelry business. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and offers investment management alongside comprehensive financial planning and retirement-related advice. The firm integrates a formal planning process with diversified allocations and provides additional services such as tax planning, bookkeeping, and estate planning through third-party providers.

Sheila Hoopes is a CFP® professional with three years of industry experience currently advising at EP Wealth Advisors. Her prior roles include positions at Reyes Financial Architecture, Creative Capital Management Investments LLC, and LPL Financial. EP Wealth Advisors is a registered investment adviser serving individual, corporate, and retirement plan clients with wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios incorporating fundamental, technical, and cyclical analysis, and offers ancillary services such as tax preparation and estate-document facilitation for qualified clients.