Henry Degooyer is a CFP® and Series 65-licensed advisor with six years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2020, following roles at The Insight Group Inc., Integrated Financial Group, LLC, and HCA Healthcare. Based in Salt Lake City, UT, he provides financial advisory services through EP Wealth Advisors. EP Wealth Advisors, LLC is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management and financial planning, employing a suitability-driven process that includes the use of mutual funds, ETFs, equities, fixed income, and alternative investments, along with fiduciary ERISA services and ancillary offerings such as tax preparation and estate-document facilitation.

Anita Ravani is a Series 66 licensed financial advisor with 12 years of industry experience, currently with Citigroup Global Markets since 2023. Her prior roles include positions at Raymond James & Associates, DA Davidson Companies, Stifel Nicolaus & Co Inc, and Morgan Stanley. Outside of her advisory work, she serves as an adjunct professor at California State University Los Angeles. Citigroup Global Markets serves individual and institutional clients across a broad range of 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 in-house research and security pricing, and provides a variety of custody, execution, and advisory services.

Tammi Reinders is a financial advisor at Centaurus Financial, Inc. with 29 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Coordinated Capital Securities, Inc. for 21 years before joining Centaurus Financial in 2020. Outside of her advisory role, she is a co-owner of Reinders Tax, a tax preparation business. 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 and portfolio management through its CLASSIC Plus platform, employing a mix of fundamental, technical, bottom-up, and top-down analysis.

Harris Kagan is a financial advisor with Eagle Strategies (NY Life) based in Los Angeles, CA, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been affiliated with Nylife Securities Inc. and New York Life Insurance Company since 1985. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

George Nabeshima is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes over 25 years at The Prudential Insurance Company of America and Pruco Securities, LLC, as well as experience in academic roles at the University of Hawaii and Kansas State University. He is also the owner of Seasons Quest Asset Management. 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 a range of services such as financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and management of annuity and variable life sub-accounts, employing both discretionary and non-discretionary strategies.

Wilmer Cordoba is a financial advisor with Centaurus Financial, Inc. based in Anaheim, CA, holding a Series 66 credential and seven years of industry experience. He previously worked at Morgan Stanley and currently serves as a portfolio manager for Nest Egg ETFs, LLC. Cordoba is also involved in insurance and annuity advisory roles through independent agencies. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management, and retirement-plan consulting through multiple platforms, managing a combination of discretionary and non-discretionary assets.

William Ford is a CFA® charterholder and holds a Series 63 license, with eight years of industry experience. He has been with Capital Group Private Client Services, Inc. since 2022 and previously worked at Capital Group / American Funds Distributors, Inc. and Capital Group Companies. Capital Group Private Client Services, Inc. provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm’s investment process emphasizes long-term fundamental research and uses multiple portfolio managers to tailor client allocations based on objectives, time horizon, and risk tolerance.

David Wilson is a financial advisor at RBC Rochdale, LLC with Series 65 and Series 63 credentials and three years of industry experience. His prior roles include positions at CNR Securities, LLC, Wells Fargo Securities, LLC, and Cappello Global. He also worked in educational settings at the University of California Los Angeles and Olympian High School. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm uses an active, multi-strategy investment process that combines quantitative and fundamental analysis and offers discretionary and non-discretionary portfolio management, often working with third-party sub-advisors to create tailored portfolios.

Hansen Champlin is a financial advisor with Independent Financial Partners and holds Series 63 and Series 65 designations. He has 32 years of industry experience and has worked previously with LPL Financial and Unify Federal Credit Union, where he continues to serve in various roles, including Vice President. Champlin is also a board member of the Irlen Syndrome Foundation, a nonprofit focused on raising awareness and funding research. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable capability in retirement-plan advisory and pension consulting.

Rene Moran IV is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Downey Federal Credit Union and J.P. Morgan Securities. 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 a variety of financial planning and portfolio management services through its CLASSIC Plus platform, using both discretionary and non-discretionary arrangements.

Christopher Martin is a financial advisor at Centaurus Financial, Inc. with 26 years of industry experience. He has been with Centaurus Financial since 2006. Outside of his advisory role, he serves as president and CFO of Glorietta Management Group Inc., a company providing business and personnel management solutions to niche businesses. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm employs a variety of analytical approaches and provides financial planning, portfolio management, retirement-plan consulting, and specialized advisory services.

Pei Li Wang is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. She holds a Series 63 designation and has worked at Integrated Wealth Concepts since 2024. Outside of her advisory role, Wang is a partner at Windes, Inc., a CPA firm, where she has served since 2000. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, utilizing customized portfolios with a long-term investment approach combined with tactical rebalancing and oversight of third-party managers.

Alice Agyemang Badu is a CFP® professional with 14 years of industry experience, currently advising with Eagle Strategies (NY Life). She has been with Eagle Strategies since 2013 and also maintains roles with Nylife Securities LLC and New York Life Insurance Company. Outside of her advisory work, she serves on the board of Amasan Radio, an online station focused on supporting the immigrant Ghanaian community, and holds leadership roles in nonprofit organizations related to education and library support. Additionally, she volunteers with the CFP Board’s Disciplinary and Ethics Commission. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm provides tailored solutions across multiple program types, working with individual investors, institutional clients, and plan sponsors, with an emphasis on non-discretionary asset management and fiduciary responsibilities.

Robert Schimmel is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation with 23 years of industry experience. He has been with Centaurus Financial since 2015. Outside of his advisory role, he serves as an operations manager at Hamilton Wealth Management, where he is involved in administrative, sales, marketing, and advisory services. 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 a range of financial planning and portfolio management services through its CLASSIC Plus platform, employing both discretionary and non-discretionary arrangements with various analytical approaches.

Matthew Harris is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Hightower Advisors since 2008, including in roles at Hightower Securities, and currently also operates a consulting business, Aperture Partners Inc., providing research and analysis on asset allocation, investment managers, and client content. Hightower Advisors serves a broad range of individual and institutional clients, offering investment advisory and planning services with an emphasis on manager selection and multi-manager solutions. The firm combines proprietary research and diverse portfolio construction strategies, supporting both discretionary and non-discretionary management approaches.

Alexander Deherrera is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Churchill Management Group since 2011, joining Focus Partners Wealth in 2025. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity and combines active and passive strategies within an enhanced open architecture framework.

Joey Roman is a CFP® and Series 65-licensed financial advisor with EP Wealth Advisors in Torrance, CA, bringing two years of industry experience. Prior to joining EP Wealth Advisors, he worked in veterinary care and retail, and he has served with the Long Beach Fire Department. EP Wealth Advisors, LLC is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management and financial planning services using a suitability-driven approach that includes mutual funds, ETFs, equities, fixed income, and alternative investments.

Eduardo Provincia is a financial advisor at NewEdge Advisors with 14 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates, Inc. and A1 Professionals. His other business activities include recommending insurance and annuity products through Guardian Financial Consultants. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a variety of portfolio management and consulting services and employs multiple program structures combining in-house and third-party strategies, supported by technology tools and centralized due diligence.

Devin Paul is a financial advisor at EP Wealth Advisors with four years of industry experience. He holds a Series 65 designation and has worked with several firms, including Warren Financial Service and Northwestern Mutual. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, portfolio management, and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis, as well as access to alternative investments and private funds.

Sonny Lin is a CFA® charterholder and holds a Series 65 license, with 20 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. Prior to that, he spent 14 years at Pillar Pacific Capital Management. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, using a strategic investment approach that combines passive and active managers guided by an internal Investment Committee.