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 with Hornor, Townsend & Kent, LLC in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Hornor, Townsend & Kent, he worked at NYLIFE Securities LLC and New York Life Insurance Company, and he was involved with Boogie Forever LLC in a non-investment capacity. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a range of custody, execution, and brokerage services.

Christopher Perea is a financial advisor with First Command Advisory Services in Garden Grove, CA. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining First Command, he worked at Amazon.com LLC for five years and the Adel Wiggins Group for another five years. 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 multiple wrap-fee asset management programs, using a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios.

Kian Soh is a financial advisor at Osaic Institutions, Inc. based in Los Angeles, CA, holding Series 63 and Series 65 credentials with 27 years of industry experience. He has worked with Infinex Investments, Inc. since 2017 and First Bank since 2016, with additional experience at Frist Brokerage America LLC. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, 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, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary management options.

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® certified financial advisor with 12 years of industry experience. She has worked at EP Wealth Advisors since 2020 and previously spent four years with Harris Financial Advisors, Inc. She is based in Torrance, CA. EP Wealth Advisors is a registered investment adviser that serves individual, corporate, and retirement plan clients. The firm provides customized wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for eligible clients, employing a variety of investment strategies including fundamental, technical, and cyclical analysis.

James Hausberg is a financial advisor with Hightower Advisors in Beverly Hills, CA, holding a Series 63 designation and bringing 45 years of industry experience. He has been with Hightower Securities, LLC and Hightower Advisors since 2012. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

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.

Cilika Xie is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 license and having one year of industry experience. Prior to joining Wealth Enhancement Advisory Services, she worked at Pennymac and has academic experience from the University of Toronto. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach blending passive and active managers, with portfolio oversight by an internal Investment Committee.

Kate Kittinger is a financial advisor with Cerity Partners Retirement Plan Consultants in Los Angeles, CA. She holds Series 63 and Series 65 credentials and has 15 years of industry experience. Kittinger has been with Cerity Partners LLC since 2013. Cerity Partners Retirement Plan Consultants advises plan sponsors of defined contribution and defined benefit plans, providing ERISA fiduciary services, participant advice, plan design, and administrative support. The firm focuses on asset-allocation driven model portfolios and written investment policy statements, managing the majority of its assets on a non-discretionary basis.

Sefora Angeles is a financial advisor with Citigroup Global Markets and holds a Series 66 designation. She has seven years of industry experience and has been with Citigroup since 2016. Based in Beverly Hills, CA, Angeles works within a large enterprise firm known for serving individual and institutional clients across various wealth segments. Citigroup Global Markets offers a range of investment advisory programs and broker-dealer services, specializing in multi-asset, multi-manager strategies through both discretionary and non-discretionary programs. The firm supports high-net-worth and ultra-high-net-worth clients with bespoke discretionary solutions and maintains substantial in-house research and market roles.

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® professional with 21 years of industry experience. He is currently affiliated with Focus Partners Wealth, LLC and has been with Churchill Management Group since 2003. 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, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Benjamin Wada is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at Householder Group Estate & Retirement Specialists and LPL Financial. He is also an insurance agent with SB Group, Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Anh Hong Nguyen is a CFP® with five years of industry experience currently working at Citigroup Global Markets. Prior to joining Citi, Nguyen held roles at Axxes Capital, Los Angeles Fire Police & Pension, and Camden Capital, LLC. Outside of his advisory career, he has experience in homemaking. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and unique market roles.

Kevin Mcdaniel is a financial advisor with Transamerica Financial Advisors in Orange, CA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His professional background includes roles in estate planning, mortgage lending, and insurance sales, along with educational positions such as adjunct business management instructor at Platt College Los Angeles and instructor at International Education Corporation. He also works with online estate planning and health insurance services through affiliated companies. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers advisory and broker-dealer services featuring proprietary and third-party model portfolios, with discretionary and non-discretionary options, and manages over $2 billion in client assets.