Adrian Larson is a financial advisor at EP Wealth Advisors with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Pathlight Investors, LLC for 10 years before joining EP Wealth Advisors in 2019. EP Wealth Advisors serves 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 qualified clients. Their investment approach includes customized model portfolios using fundamental, technical, and cyclical analysis, with options for short-term trading, alternative investments, and private funds.

Kenneth Earwood is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Parkland Securities for nine years and has been president of Titan Financial & Insurance Solutions, Inc., an insurance sales and services firm, since 2004. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm utilizes a platform-centered approach combining model portfolios managed internally, by third parties, and by advisors, offering a range of services from financial planning to discretionary asset management.

Jaclyn Aure is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Private Bank for five years. Based in Los Angeles, CA, she has been with Citigroup since 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and supports a combination of large institutional scale with unique market roles and arrangements.

Eric Nikssarian is a CFP® professional with 10 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2019, and previously held roles at Ameriprise Financial Services and Luvo Wealth Advisors. EP Wealth Advisors serves individual, corporate, and retirement plan clients, offering wealth management, discretionary portfolio management, and financial planning services. The firm employs a combination of fundamental, technical, and cyclical analysis in portfolio construction and provides additional services such as tax preparation and estate-document preparation for qualifying clients.

Nhung Dang is a CFA® charterholder and financial advisor at EP Wealth Advisors with five years of industry experience. Prior to joining EP Wealth Advisors in 2025, she held positions at Buffington Mohr McNeal and JP Morgan Chase Bank, including an international role at JPMCB NA-London Branch. EP Wealth Advisors serves individual, corporate, and retirement plan clients with wealth management, discretionary portfolio management, and financial planning services. The firm offers customized model portfolios incorporating fundamental, technical, and cyclical analyses alongside access to tax preparation and estate-document services for qualifying clients.

Giovanni Beltran is a financial advisor at EP Wealth Advisors with a Series 65 designation and two years of industry experience. Prior to joining EP Wealth Advisors in 2022, he worked at Uber for seven years and has been involved with Good Entertainment Only since 2010. EP Wealth Advisors serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm employs a mix of fundamental, technical, and cyclical analysis to construct customized model portfolios and provides ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Bruce Mohr is a financial advisor at EP Wealth Advisors with 28 years of industry experience. He holds a Series 65 designation and previously spent 27 years at Buffington Mohr Mcneal. Mohr serves as Chair of the Boise State University Foundation Board, overseeing board meetings and supervising the Foundation CEO. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm offers wealth management, financial planning, discretionary portfolio management, and ancillary services, using customized model portfolios and a range of investment strategies.

Jonathan Kovach is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC, New York Life Insurance Company, Nuance Communications, and Infor, Inc. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Christopher Perea is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Amazon.com LLC and Adel Wiggins Group. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs that utilize model portfolios and third-party managers selected by a centralized Investment Management Team.

Kian Soh is a financial advisor at OSAIC Institutions, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Infinex Investments, Inc. since 2017, as well as First Bank since 2016. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions, operating through a hybrid adviser/broker-dealer structure.

Steven Patzke is a CFP® certificant with three years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. Prior to this role, he worked at LPL Financial, Responsible Investment Group, and Goodworth Wealth Management. He serves on the board of Bickerdike Redevelopment Corporation, an affordable income housing developer. EP Wealth Advisors is a registered investment adviser that provides wealth management, discretionary portfolio management, and financial planning services to individuals, corporate clients, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis and offers access to tax preparation and estate-document services for clients meeting certain thresholds.

Grady Camps is a CFP® practitioner with five years of experience in financial advising. He is currently with EP Wealth Advisors and previously held roles at Lido Advisors, Sanford C. Bernstein & Co., and PlanMember Securities. Camps has experience across multiple sectors including finance and retail. EP Wealth Advisors is a registered investment adviser serving individual, corporate, and retirement plan clients. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation, utilizing customized model portfolios and various investment strategies.

Jenna Scandalios is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, holding a Series 65 designation with six years of industry experience. She previously worked at Aristotle and Pathstone before joining Capital Group. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a long-term, multi-manager approach that combines separately managed accounts with mutual funds, ETFs, and alternative strategy funds.

Kristen Perez is a CFP® with 13 years of industry experience. She has worked at EP Wealth Advisors since 2020 and previously worked at Harris Financial Advisors, Inc. from 2016 to 2020. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized model portfolios and provides additional services such as tax preparation and estate-document facilitation for qualifying clients.

Terrance Chen is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 credentials and four years of industry experience. He has held positions at several firms including HSBC Securities, HSBC Bank USA, ICBC (USA), and Cetera Investment Services. Citigroup Global Markets Inc. serves individual and institutional clients across a 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 derivatives services.

Blanca Intriago is a CFP® professional with over 32 years of experience in the financial industry. She has been with Centaurus Financial, Inc. since 2017 and previously worked at LPL Financial for eight years. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients 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 management of annuity and variable life sub-accounts.

Darren Grossman is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Centaurus Financial, Inc. since 2017. His prior experience includes roles at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. He is also principal of CGM Risk Management and Insurance Services LLC, where he engages in property and casualty insurance services and carrier trainings. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutional entities. The firm offers a range of financial planning and portfolio management solutions through platforms such as CLASSIC Plus, with discretionary and non-discretionary arrangements tailored to client needs.

Kate Kittinger is a financial advisor at Cerity Partners LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Cerity Partners since 2013, following three years at Pension Architects Advisory Group, LLC. Based in Los Angeles, CA, she is part of a large enterprise firm with 771 advisors. Cerity Partners serves a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and combines quantitative screening, manager selection, and direct security selection with access to alternative and private market solutions for qualified clients.

Kathryn Costas is a Series 66-licensed financial advisor with 13 years of industry experience. She has worked at EP Wealth Advisors since 2020 and previously held roles at FMB Retirement Services and FMB Wealth Management from 2015 to 2020. EP Wealth Advisors serves individuals, corporate clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and a variety of analytical approaches, while also offering tax preparation and estate-document services for clients meeting certain asset thresholds.

Donald Richner is a CFP® with 22 years of industry experience, currently serving as an advisor at Focus Partners Wealth, LLC since 2025. Prior to that, he worked for 22 years at Churchill Management Group. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.