Michael Goldman is a CFP® and Series 65-licensed financial advisor with 16 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2024, following a 12-year tenure at Gather Financial Planning. Goldman also serves as Treasurer and Financial Officer for the Leo & Rhea Fay Fruhman Foundation, a private charitable foundation. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm offers customized portfolios, ongoing monitoring, and a range of ancillary services including tax preparation and estate-document preparation for qualifying clients.

Ryan Dalit is a financial advisor at Brookstone Capital Management LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience in real estate-related roles at firms including Prophet Homes, Fair Trade Real Estate, and New Western Acquisitions. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm offers discretionary portfolio management through a turnkey asset management platform, employing strategic and dynamic asset-allocation models and a range of investment strategies including ETFs, mutual funds, options-enhanced strategies, and proprietary funds.

Lissette Dametta is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2023, following seven years at U.S. Bancorp Investments, Inc. in Los Angeles, CA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies and maintains a combination of large institutional scale and specialized market roles, including derivatives and futures services.

Alexander Mansfield is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Beacon Pointe Advisors, LLC, Independent Testing Laboratories, and UBS Financial Services, among others. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a diverse client base including institutional investors and high-net-worth individuals. The firm employs a fundamental, company-level research approach with an emphasis on governance and sustainability, managing various active equity and fixed-income strategies across market capitalizations.

Nicole Simpson is a CFP® and holds a Series 66 license with 16 years of industry experience. She has been with EP Wealth Advisors since 2020 and previously worked at Creative Planning. Simpson also operated Four Sublime Attitudes LLC, known as The Financial Healer, for one year. 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 preparation. The firm uses customized model portfolios and a variety of investment strategies, including fundamental, technical, and cyclical analysis, along with access to alternative investments and private funds.

Jocelyn Black is a financial advisor with EP Wealth Advisors in Torrance, CA, holding Series 63, 65, and 66 licenses and has 13 years of industry experience. Prior to joining EP Wealth Advisors in 2025, she worked at Better Money Decisions, Strategy Financial Group, ClariFinancial LLC, and Nationwide Insurance Company, among others. EP Wealth Advisors serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and comprehensive financial planning services, utilizing customized model portfolios and a blend of fundamental, technical, and cyclical analysis.

Edward Gonzalez is a CFA® charterholder with six years of industry experience. He has been with Capital Group Private Client Services, Inc. since 2021 and previously worked at Capital Bank & Trust Company and Wells Fargo Bank. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach that combines separate managed accounts and pooled investment vehicles with an emphasis on fundamental research and long-term investment horizons.

Aniekan Archibong is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 65 designation and seven years of industry experience. He has worked at Capital Group Private Client Services since 2021 and was previously with Capital Bank & Trust Company from 2015 to 2021. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager investment approach with a focus on fundamental research and long-term horizons. The firm offers access to separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Zachary Walker is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA, holding the Series 63 and Series 65 designations. He has eight years of industry experience, including two years at Alliance Bernstein and OneAmerica Securities prior to joining Capital Group in 2018. 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. The firm’s investment process is based on fundamental research and long-term portfolio segmentation across multiple managers.

Daniel Ziskin is a CFP® professional with 48 years of industry experience, currently affiliated with PlanMember Securities Corporation. His work history includes long-term roles at Irm Distributors, Inc., Raymond-Martin Financial, and Ziskin Financial Services. He is also the owner of Ziskin-Zusmer Insurance & Financial Services, which offers fixed insurance products such as life, health, disability, and long-term care insurance. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation framework in managing risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

David Nathan is a financial advisor with D.A. Davidson & Co. in Long Beach, CA, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with D.A. Davidson since 2013. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and incorporating both qualitative and quantitative investment analysis.

Spencer Campman is a CFP® certificant with four years of industry experience and currently works at EP Wealth Advisors. His prior roles include positions at Edward Jones, Bank of America, Merrill, and Phoenix Capital Group. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, providing wealth management, discretionary portfolio management, and financial planning services. The firm utilizes customized model portfolios with fundamental, technical, and cyclical analysis, and offers additional services such as tax preparation and estate-document facilitation for qualified clients.

Jonathan Hyre is a CFP® with five years of industry experience, currently serving at Mariner Wealth Advisors since 2022. His prior roles include positions at The Legacy Financial Group, CCK Strategies PLLP, and Bank of Oklahoma. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by both internal research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

Michael Youngerman is a financial advisor with Commonwealth Financial Network in Los Angeles, CA. He holds a Series 66 designation and has 13 years of industry experience, including 11 years with Commonwealth. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Ronald Meraz is a financial advisor at Citigroup Global Markets with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and UBS Financial Services. Outside of his advisory role, he serves on the boards of Heateflex Corp., a manufacturer of high-purity heat devices, the nonprofit Valley Economic Development Corporation, and Town Hall Los Angeles, which presents speakers on public issues. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and provides bespoke discretionary solutions, combining large institutional scale with unique market roles.

Madison Spahr is a Financial Advisor at Merrill Lynch Wealth Management based in Houston, Texas. She works with families and individuals across various industries to develop customized financial strategies that align with their personal goals and life aspirations. As part of the TSPN Wealth Management Group, a team of over 30 Financial Advisors and Wealth Management Client Associates, Madison focuses on wealth planning, retirement planning, executive compensation, and tax minimization. Her approach emphasizes tailored wealth plans designed to help clients understand complexities such as stock option plans and determine optimal retirement timelines. Madison transitioned into financial services in 2019 after a career in public relations, inspired by her Godfather's advice on the importance of cash flow management. She holds a Bachelor's Degree in Communications from the University of Colorado Boulder and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Raised in Los Angeles, Madison currently lives in Houston and maintains an active lifestyle through activities such as skiing, hiking, running, cycling, yoga, and Pilates. She is also a member of the Alpha Chi Omega Sorority.

Elizabeth Mc Queen is a financial advisor at EP Wealth Advisors with 13 years of industry experience. She holds a Series 66 designation and has worked at EP Wealth Advisors since 2021, following six years at Soundmark Wealth Management, LLC. 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, financial planning, and ancillary services such as tax preparation and estate-document preparation for eligible clients, utilizing customized model portfolios and a range of analysis techniques.

Jacob Lifshin is a financial advisor at PlanMember Securities Corporation with 37 years of industry experience. He holds the Series 63 designation and has been with PlanMember since 1989. Outside of his advisory role, he owns JL Consulting, a tax preparation and securities services business. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation process and manages unitized, risk-based mutual fund portfolios designed to suit a range of investment objectives.

Fabiola Hill is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. She has 22 years of industry experience and has been with United Planners and VantaQuest since 2013. Outside of her advisory work, she is involved in real estate as a property owner. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers and is notable for its largely non-discretionary asset management approach.

Jonathan Isaacman is a CFP® with 27 years of industry experience, currently serving at Kayne Anderson Rudnick Investment Management, LLC. Prior to joining Kayne Anderson Rudnick, he worked at Charles Schwab Bank and Fidelity Personal and Workplace Advisors. He also holds Series 66 and Series 63 designations. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a diverse client base, including institutional investors and high-net-worth individuals. The firm emphasizes fundamental, company-level research and incorporates proprietary governance and sustainability assessments into its investment process.