Gregory Heyman is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 23 years of industry experience. He has worked at Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and unique market roles, including in-house research and functioning as a swap dealer and futures commission merchant.

Jared Kelly is a financial professional with GWN Securities Inc., holding a Series 66 designation and 12 years of industry experience. He has been with GWN Securities since 2014. Outside of his advisory role, he is the owner of Medusa Capital, Inc., a limited liability company. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients, including high-net-worth investors. The firm manages approximately $3.65 billion across more than 37,000 accounts, offering discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios through a large network of advisors.

Eda Hong is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and beginning her career in 2024. She has been with Citigroup in multiple periods since 2024, with prior gaps in employment. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Nicholas Benedetto is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 credentials. He has four years of industry experience, including prior roles at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., and JPMorgan Chase Bank N.A. Outside of finance, his work history includes positions in the automotive and veterinary sectors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment advisory programs alongside broker-dealer execution and custody services. The firm’s approach includes discretionary and non-discretionary multi-manager strategies, supported by in-house research and unique market roles such as security-based swap dealing and futures commission merchant activities.

Brian Lacrosse is a CFP® professional with 19 years of industry experience, currently serving as an advisor at GWN Securities Inc. since 2014. He holds the Series 66 designation and is co-owner of The Galeb Group, a financial services business involved in investment and insurance sales. GWN Securities is an SEC-registered investment adviser and broker-dealer that manages discretionary accounts and provides financial planning for individual and business clients. The firm offers a range of managed-account programs and model portfolios, including traditional and active strategies, supported by a large network of approximately 423 advisors.

James Henry is a financial advisor at EP Wealth Advisors with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Sloan Investment Management LLC for 13 years. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, 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 qualifying clients, using customized model portfolios and a range of investment strategies.

Ryan Jeffries is a financial advisor with Citigroup Global Markets Inc. He holds Series 63 and Series 66 licenses and has four years of industry experience, including prior roles at JPMC Bank NA and J.P. Morgan Securities LLC. He is based in Los Angeles, CA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and security-pricing activities.

Casey Conrad is a financial advisor at EP Wealth Advisors with three years of industry experience. He holds a Series 66 designation and has prior experience at Capital Group - American Funds Distributors, Inc. and various credit unions. Outside of advisory work, he has been involved with Infinite Rares since 2022, an entrepreneurial venture. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers customized wealth management, discretionary portfolio management, and financial planning services, utilizing a blend of fundamental, technical, and cyclical analysis along with alternative investment strategies.

Lyla Kristina Bonilla is a Series 65-licensed financial advisor with one year of industry experience. She is currently with EP Wealth Advisors and has prior experience at Opes Wealth Management, Neokai Capital, and Cambridge Associates. 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 utilizes customized model portfolios with fundamental, technical, and cyclical analysis, and provides services such as tax preparation and estate-document facilitation for qualified clients.

Richard Nelson is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. Nelson has worked at Centaurus Financial since 2012 and has operated Nelson Pension and Insurance Services since 1994, where he also serves as president and sells fixed insurance products. 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, retirement-plan consulting, and specialized advisory services through a variety of discretionary and non-discretionary arrangements.

Emily Sorensen is a CFP® and Series 65-licensed financial advisor with two years of industry experience. She is currently with EP Wealth Advisors and previously worked at Spring Source Wealth Advisors and held various roles at Utah State University and Conservice The Utility Experts. 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, financial planning, and ancillary services such as tax preparation and estate-document preparation, utilizing customized model portfolios and a mix of fundamental, technical, and cyclical analysis.

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 CFP® and CFA® with 10 years of industry experience. He has worked at EP Wealth Advisors since 2021 and previously spent five years at NewFocus Financial Group, LLC. Ignacio holds a Series 63 license and is based in Torrance, CA. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning with additional services such as tax preparation and estate-document assistance for qualified clients. Their investment approach includes customized model portfolios with fundamental, technical, and cyclical analysis, incorporating third-party managers and ERISA plan services.

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 serving at Capital Group Private Client Services, Inc. in Los Angeles, CA. He has been with the firm since 2000. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations through separately managed accounts and pooled funds. The firm focuses on long-term, fundamental research and employs a multi-manager approach known as the “Capital System.”

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 CFP®, CFA®, and Series 66 credentialed advisor with 11 years of industry experience. She 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 offers wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation, using customized model portfolios and a variety of investment strategies including fundamental and technical analysis.

Jonathan O'Brien is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with EP Wealth Advisors in Skokie, IL, having previously worked at Midwest Professional Planners, Ltd. and St. Joseph Home for the Elderly. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to manage portfolios and offers services including discretionary portfolio management, financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

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.