Jeremy Mc Mullen is a CFP® and holds a Series 65 license, currently working at EP Wealth Advisors with three years of industry experience. He has prior experience at Foguth Wealth Management, truAdvice, and Foguth Financial Group. 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, utilizing a combination of fundamental, technical, and cyclical analyses along with options and alternative investments when appropriate.

Ian Rand is a financial advisor at Centaurus Financial, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at several firms including VS Associates Inc. and Centaurus Financial. Outside of his advisory work, he has worked as a food delivery driver. 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 the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services with both discretionary and non-discretionary arrangements.

Rahul Shah is a CFP® and Series 66 registered financial advisor with 24 years of industry experience. He has worked at EP Wealth Advisors since 2025 and previously spent 15 years at Peninsula Wealth LLC. Shah is based in Torrance, CA. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm customizes portfolios using fundamental, technical, and cyclical analysis and provides ancillary services such as tax preparation and estate-document access for qualifying clients.

Joyce Lee is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Capital Group Private Client Services, Inc. She previously worked at First Foundation Advisors for nine years and RBC Securities, Inc. for two years. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach that emphasizes fundamental research and long-term portfolio segmentation across various investment vehicles.

Aaron Jackson is a CFP® with 11 years of industry experience, currently affiliated with Sanctuary Advisors, LLC. His prior roles include positions at PFS Investments Inc., Primeric Financial Services, and the U.S. Department of State. He also serves as a general board member for Congo & Beyond. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of over 400 independent advisers. The firm offers portfolio management, retirement plan consulting, and financial planning, utilizing a range of investment approaches and third-party platforms.

Brady Jardine is a CFP® with 13 years of experience in financial advising. He is currently with EP Wealth Advisors and has worked there since 2020, following six years at Financial Insight Center and The Insight Group Insurance Agency. Outside of his advisory work, Jardine is president and owner of Double Top Outfitters, a hunting guide service. EP Wealth Advisors serves individuals, business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning. The firm uses a combination of fundamental, technical, and cyclical analysis to create customized portfolios and provides ancillary services including tax preparation and estate-document preparation for qualified clients.

Natalie Stover is a financial advisor at Lido with a Series 65 designation and one year of industry experience. She previously worked at Focus Partners Wealth, LLC, Monster Energy, Dutch Bros, and Letzroll Offroad. Lido serves a diverse client base, including high-net-worth individuals, family offices, charitable organizations, and pension plans, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that balances various asset classes and utilizes tactical and defined-risk option strategies, while also maintaining an active role as sub-adviser to investment funds.

William McMorran is a financial advisor with NewEdge Advisors and holds a Series 63 designation. He has 36 years of industry experience, including roles at NewEdge Securities and Mid Atlantic Financial Management. Outside of his advisory work, he is president and CEO of a consulting business serving not-for-profit organizations and is involved in charitable gift administration. He also serves as treasurer on the Hollywood Homeowners Association Board of Directors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Joseph Pensabene IV is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding Series 66 and Series 63 licenses and having six years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company since 2018, as well as positions at Core Financial Wealth & Insurance Solutions and MediaMix 365. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types tailored to client objectives, primarily managing assets on a non-discretionary basis and working closely with a diverse range of institutional sponsors.

Todd Krieg is a CFA® charterholder with 21 years of experience in the financial industry. He has worked at Lido Advisors, LLC since 2024, following nine years at Pegasus Partners Ltd. and eight years at Reinhart Partners, LLC. Prior to that, he was employed at U.S. Bancorp Asset Management, Inc. for one year. Lido advises a diverse client base including high-net-worth individuals, family offices, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management model with a focus on asset allocation and tactical option strategies, and maintains an active role in sub-advisory and investment company services.

Sara Gardner is a CFP® professional with 22 years of industry experience. She has been with EP Wealth Advisors since 2016 and previously worked at Elevated Planning, LLC. Gardner holds the Series 63 and Series 65 licenses. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, financial planning, and ancillary services including tax preparation and estate-document preparation, utilizing customized model portfolios and a range of investment strategies.

Jason Bevacqua is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. Prior to joining Integrated Wealth Concepts, he has worked with the Garden Grove Unified School District for 29 years. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income while employing both long-term and shorter-term trading strategies.

Mia Terzic is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Her work history includes roles at Citi Bank and OneSignal, and she completed her education at the University of California, Berkeley. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale alongside specialized market roles such as swap dealing and futures commission merchant activities.

Michael Fink is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. His prior roles include positions at EP Wealth Advisors and Highmark Capital Management within Union Bank Private Bank. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by both internal research and third-party managers, with notable integration of tax and accounting services and employer financial wellness tools.

Masa Sekulic is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 21 years of industry experience. He has worked at Citigroup since 2017 and previously held roles at Deutsche Bank Securities Inc and Db National Trust Company from 2011 to 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custodial services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and derivatives services.

Noreen Mares is a financial advisor at Centaurus Financial, Inc. with 15 years of industry experience. She holds the Series 66 designation and has worked at Centaurus Financial since 2022, following previous roles at Wells Fargo Clearing and Wells Fargo Investments. Outside of her advisory work, she is involved with Ramos Consulting and Wealth Management Firm, a non-investment-related business. Centaurus Financial provides advisory and brokerage services to 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, utilizing a mix of discretionary and non-discretionary arrangements and multiple analytical approaches.

Alyssa Lecca La Cruz is a financial advisor at Lido with a Series 65 designation and one year of industry experience. Her prior work includes roles at Freestone Capital Management and non-financial positions such as at Angel of the Winds Casino and University Teriyaki and Bakery. Lido provides investment management, financial planning, and family office services to a diverse client base, including high-net-worth individuals, family offices, and institutional investors. The firm employs an integrated wealth-management approach with a range of asset classes and tactical option strategies, and it plays an active sub-advisory role for various investment funds.

Hunter Brasher is a CFP® professional at EP Wealth Advisors with three years of industry experience. He has worked at EP Wealth Advisors since 2022. Prior to his career in financial advisory, he was employed at Fox Pest Control and BYU. EP Wealth Advisors is a registered investment adviser serving individuals, corporate 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, utilizing customized model portfolios and various investment strategies.

Robert Baron is a CFA® charterholder with 27 years of industry experience. He is currently with Citigroup Global Markets, where he has worked since 2018. Prior to that, he held positions at J.P. Morgan Securities Inc. and J.P. Morgan Chase Bank, NA. 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 specialized market roles, including swap dealer and futures commission merchant activities, and offers a broad range of advisory and execution services.

Nathan Cutler is a financial advisor at EP Wealth Advisors with a Series 65 designation and four years of industry experience. His prior work includes roles at Utah Valley University and Casepak, Inc. Outside of advising, no additional business activities were reported. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning, using customized model portfolios and a range of investment strategies including fundamental, technical, and cyclical analysis.