Samuel Dashiell is a Series 65-licensed financial advisor with 13 years of industry experience. He has worked at Capital Group Private Client Services, Inc. since 2021 and previously spent five years at Capital Bank and Trust Company. Based in Los Angeles, CA, he currently advises high-net-worth clients through Capital Group Private Client Services, Inc. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with a $5 million or greater managed-assets threshold. The firm employs a multi-manager investment approach emphasizing fundamental research and a long-term time horizon, utilizing affiliated pooled funds and separately managed accounts.

Alex Ukpong is a financial advisor at Citigroup Global Markets with six years of industry experience and a Series 66 designation. Prior to joining Citigroup in 2025, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC from 2019 to 2025. Citigroup Global Markets serves individual and institutional clients across various 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 research, derivatives, and futures services.

Brett Anderson is a financial advisor with EP Wealth Advisors in Dallas, TX, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He worked at International Research and Asset Management for 13 years before joining EP Wealth Advisors in 2020. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, using a suitability-driven investment approach across various asset classes.

Laura Goodman is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. Citigroup Global Markets is notable for its large institutional scale, multi-asset strategies, and unique market roles including swap dealing and futures commission merchant activities.

James Cronk is a financial advisor at D.A. Davidson & Co. in Los Angeles, CA, with 41 years of industry experience. He has been with D.A. Davidson since 2013. He serves on the boards of San Pasqual Fiduciary Trust Company and San Pasqual Financial Holding Corporation and is active in various community and nonprofit organizations, including San Marino Community Church and the Pasadena Tournament of Roses. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides fiduciary-standard advisory services, utilizing both qualitative and quantitative analysis, and offers specialized programs such as ERISA retirement plan advisory and a Private Wealth program for high-net-worth individuals.

Janna Hahn is a financial advisor at Capital Group Private Client Services, Inc. with eight years of industry experience. She holds Series 65 and Series 63 licenses and has worked within the Capital Group organization since 2015. Outside of her advisory role, she is involved with didwejustflipthat LLC, a business she has been associated with since 2022. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, managing approximately $42.7 billion in discretionary assets. The firm utilizes a long-term fundamental research approach and multiple portfolio managers to tailor client portfolios, often investing in affiliated pooled funds and separately managed accounts.

Bronwyn Shone is a CFP® and holds a Series 66 license with 20 years of industry experience. She has worked at EP Wealth Advisors since 2021 and previously spent eight years at Bluesky Wealth Advisors, LLC. Bronwyn is based in Lafayette, CA. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to manage portfolios using a variety of investment vehicles and provides services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Elmer Sarmiento is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 66 credentials and has 14 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JP Morgan Chase from 2012 to 2025. Outside of his advisory work, he owns and operates Run It Back Clawcade LLC, a claw machine rental business in Long Beach, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs that implement multi-asset, multi-manager strategies with internal oversight. The firm combines large institutional scale with unique market roles, including serving as a swap dealer and futures commission merchant, and provides bespoke discretionary solutions for high-net-worth clients.

Jun Tomlinson is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 licenses. He has five years of industry experience, including prior roles at East West Bank, Cetera Investment Services, Fidelity Investments, Bank of America, Merrill, Wells Fargo, Keller Williams, JPMorgan Chase, and Tiffany & Co. His current position at Citigroup Global Markets began in 2026. Citigroup Global Markets 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 such as operating as a swap dealer and futures commission merchant, providing a broad set of advisory, execution, and custody services.

Maxwell Kilstofte is a financial advisor with PlanMember Securities Corporation in Los Angeles, holding a Series 66 credential and four years of industry experience. He also operates as a CPA specializing in tax return preparation and maintains a role as controller for a manufacturers’ representative company in the high-tech sector. Outside of finance, he is involved in music as a songwriter and performer. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, functioning as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services for plan sponsors and participants.

William Simpson is a CFP® professional with 19 years of experience in financial advising. He is currently with EP Wealth Advisors, where he has worked since 2023. Prior to that, he was with Resolute Financial, LLC for seven years and Azimuth Financial Planning, LLC for ten years. 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, financial planning, retirement plan advisory, and additional services such as tax preparation and estate-document facilitation, employing a suitability-driven investment process and a range of asset classes.

Glenn Odonnell is a financial advisor at Capital Group Private Client Services, Inc. with 13 years of industry experience. He holds a Series 65 designation and has worked at Capital Group Private Client Services and its affiliated Capital Bank & Trust Company since 2016. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with at least $5 million in managed assets. The firm’s investment approach emphasizes fundamental research, a long-term horizon, and a multi-manager system that allocates portfolio segments to individual managers and analysts.

Neal Marchant is a financial advisor at EP Wealth Advisors with 19 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. Prior to joining EP Wealth Advisors in 2022, he worked at Vantage Advisors, LLC and Vantage Strategies, LLC for over a decade. Marchant serves on the boards of Dixie State University Innovation Foundation, St. George Musical Theater, Friends of Washington County Recovery Court, Inc., and Pine View Public Infrastructure District. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning services, offering customized model portfolios and ongoing monitoring using a combination of fundamental, technical, and cyclical analysis.

Sherry Anselmo is a financial advisor at EP Wealth Advisors with 33 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at Charles Schwab & Co., Inc. and TD Ameritrade Investment 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 qualifying clients. They utilize customized model portfolios with ongoing monitoring and employ a mix of fundamental, technical, and cyclical analysis, including short-term trading and alternative investment strategies when appropriate.

Vincent Crescenzo is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Centaurus Financial since 1999. Outside of his advisory role, he owns and operates Crescenzo Financial, Inc., a health and dental insurance business. Centaurus Financial, Inc. serves 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, providing both discretionary and non-discretionary arrangements and incorporating a variety of analytical approaches and specialized advisory services.

Carey Mcneal is a financial advisor at EP Wealth Advisors with 27 years of industry experience. He previously worked at Buffington Mohr McNeal for 27 years before joining EP Wealth Advisors in 2025. Outside of his advisory role, Mcneal serves as vice president of the McNeal Corporation, managing real estate development and project accounting. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services, employing a suitability-driven approach that includes mutual funds, ETFs, equities, fixed income, and alternative investments.

Jimmie Ray is a financial advisor at Centaurus Financial, Inc. with 34 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. In addition to his advisory work since 2013, he serves as president and CEO of J A Ray Insurance Services, Inc., a life, health, disability, and long-term care insurance agency he has led since 1976. Ray is also involved in pastoral ministry through the Fellowship of Evangelical Pastors, providing training and occasional counseling. Centaurus Financial, Inc. offers advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm provides a range of financial planning and portfolio management solutions, employing both discretionary and non-discretionary strategies that incorporate fundamental, technical, and multi-manager approaches.

Lawrence Bennett is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 42 years of industry experience and has worked with Eagle Strategies since 2022, alongside operating Bennett Financial & Insurance Services since 1999. Lawrence is also involved in community activities, volunteering with the Boy Scouts, serving on the finance committee for Tara’s Chance, and holding an officer position as president of the Kiwanis Club of Fullerton. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional clients, and plan sponsors. The firm emphasizes tailored recommendations and primarily manages client assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Dawn Bowman is a financial advisor at Mariner with 28 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior firms include Raymond James Financial Services Advisors Inc. and WC Walker & Associates, Inc. Dawn is also a Certified Divorce Financial Analyst, providing divorce financial analysis to individuals and couples. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, and specialized services such as tax coordination and Core Family Office solutions. The firm’s investment approach combines in-house research with third-party managers across various asset classes and includes integrated tax and administrative services uncommon in large advisory enterprises.

Michael Coursey is a financial advisor with EP Wealth Advisors, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Clearview Wealth Advisors, Capstone Wealth Advisors, and Wells Fargo Advisors. EP Wealth Advisors serves individuals, corporate clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and provides specialized services such as tax preparation and estate-document preparation for qualified clients.