Stephanie Richman is a CFP® professional with 34 years of industry experience, currently serving as an advisor at EP Wealth Advisors in Torrance, CA. Her prior experience includes roles at Fidelity Private Wealth Management and running her own firm, Richman Financial Planning, LLC. Outside of advising, she is involved in managing rental properties. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm offers wealth management, financial planning, and ancillary services, employing customized model portfolios and a mix of fundamental, technical, and cyclical analysis, along with third-party manager recommendations and ERISA plan services.

Alex Canzano is a financial advisor with Citigroup Global Markets in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining Citigroup in 2022, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2014 to 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives trading, to provide a broad set of advisory and execution capabilities.

Jason Brown is a CFP® professional with 16 years of experience in the financial services industry. He is currently with EP Wealth Advisors and has previously worked at firms including NEXT Financial Group, Pinnacle Peak Private Client Group, BCG Securities, Robert W Baird & Co., and The Vanguard Group. EP Wealth Advisors serves individuals, corporate and business 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 create customized portfolios and provides additional services such as tax preparation and estate-document preparation for qualified clients.

James Carr Jr. is a financial advisor at EP Wealth Advisors with Series 63 and Series 65 credentials and over 26 years of industry experience. He previously worked at CIBC World Markets and Banc America Robertson Stephens. He serves on multiple boards, including Wesleyan College, The Task Force for Global Health, the Rotary Club of Atlanta, and Emory University. EP Wealth Advisors provides wealth management, discretionary portfolio management, and financial planning services to individuals, corporate and business clients, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis to construct customized model portfolios and offers additional services such as tax preparation and estate-document preparation for qualifying clients.

Sean Murphy is a CFP® with three years of industry experience, currently serving as a financial advisor at GWN Securities Inc. He has held concurrent roles at Envision Financial Group, Inc. since 2022 and previously worked with The Salvation Army. Murphy is also the Vice President of The Pension Geeks, a retirement and pension planning firm focused on serving K-12 school employees. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth investors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a range of traditional and legacy investment strategies.

Phillip Boscarino is a financial advisor at Mariner with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mariner Wealth Advisors since 2022, previously spending six years with AdvicePeriod, LLC. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and access to specialized investment vehicles. The firm combines in-house research with third-party managers and provides integrated tax, accounting, and family office services uncommon for a firm of its size.

Brian Mulvey is a financial advisor at EP Wealth Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Minot Wealth Management LLC and UBS Financial Services Inc. since 2008. EP Wealth Advisors serves individual, corporate, and retirement plan clients, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and a combination of fundamental, technical, and cyclical analysis to manage investments, and provides ancillary services such as tax preparation and estate-document preparation for qualified clients.

Andrew Grant is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Intelligence Driven Advisers, LLC, Labrum Wealth Management, LLC, and LPL Financial. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, registered investment advisers, pension plans, and individual clients. The firm emphasizes fundamental, quality-oriented equity research and offers a range of strategies across market capitalizations and sectors.

Luke Cavanagh is a financial advisor at EP Wealth Advisors with a Series 65 designation and two years of industry experience. His prior work includes roles at AdaptHealth Corp and IKEA Purchasing Services (US) Inc. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by offering wealth management, discretionary portfolio management, and financial planning services. The firm creates customized model portfolios using a combination of fundamental, technical, and cyclical analysis, and provides access to ancillary services such as tax preparation and estate-document preparation for qualifying clients.

James Reinke is a CFP® and holds a Series 66 license with 27 years of industry experience. He has worked at EP Wealth Advisors since 2021 and previously spent seven years at Icma Rc Services, LLC. 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, utilizing customized model portfolios and a mix of fundamental, technical, and cyclical analysis.

Aaron Bayne is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Greenspring Advisors LLC and J.P. Morgan Securities LLC. Outside of finance, Bayne is involved in the music industry as a partner and performer with The Trills, LLC, a vocal group based in Los Angeles, and as a partner in Bayne Artist Management, which manages local musicians. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach blending passive and active management with quantitative, momentum, and fundamental analysis.

Vincent Chan is a financial advisor with Eagle Strategies (NY Life) based in Los Angeles, CA, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. His background includes roles at Ares Management LLC and the UCLA Anderson School of Management. Outside of his advisory work, he provides in-home support services assisting his mother with daily needs. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the vast majority of its assets on a non-discretionary basis.

Amy Lange is a financial advisor at Cerity Partners LLC in Los Angeles, CA, holding the CFP®, CFA®, and Series 63 designations with four years of industry experience. She previously worked at Covington Capital Management for 17 years prior to joining Cerity Partners in 2022. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and charitable organizations. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Chad Burton is a CFP® professional with 25 years of industry experience. He is currently with EP Wealth Advisors and was previously with NewFocus Financial Group, LLC for 16 years. Burton holds Series 63 and Series 65 licenses. 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 for qualifying clients, using a customized investment approach that includes fundamental, technical, and cyclical analysis.

Samuel Garcia is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Cerity Partners LLC and previously worked at Arkadios Capital and SagePoint Financial. Garcia holds Series 65 and Series 63 licenses. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset-allocation and manager selection strategies, and offers a range of services including portfolio management, financial planning, tax preparation, and access to alternative and private-market investments.

Bryan Turnbow is a financial advisor at Focus Partners Wealth, LLC with 26 years of industry experience. He holds the Series 66 designation and has worked at Churchill Management Group, Fisher Investments, and Prudential Equity Group, LLC. Turnbow has been with Focus Partners Wealth since 2025. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Yelena Vayner is a financial advisor at Capital Group Private Client Services, Inc. with eight years of industry experience. She has previously worked at Wells Fargo Bank and Capital Bank & Trust Company. She holds the Series 66 designation and is based in Los Angeles, CA. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach called the "Capital System" that emphasizes fundamental research and a long-term horizon. The firm implements client portfolios through separately managed accounts, affiliated funds, and alternative investment vehicles.

Jordan Hubbs is a financial advisor at EP Wealth Advisors in Torrance, CA, holding a Series 65 credential with three years of industry experience. His prior roles include positions at Prosperitas Financial, Team Edge, Inc., and J2 Global, Inc. EP Wealth Advisors serves individual, corporate, and retirement plan clients, offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document assistance. The firm constructs customized portfolios using a mix of fundamental, technical, and cyclical analysis and provides ongoing monitoring, including third-party manager recommendations and ERISA plan services.

Jonathan Taylor is a CFA® charterholder with 17 years of industry experience. He is currently with Capital Group Private Client Services, Inc., having joined the firm in 2025. Prior to this, he worked at City National Rochdale for six years and Merrill Lynch for twelve years. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach based on fundamental research and a long-term investment horizon.

Marilyn Johnson is a financial advisor with TLG Advisors, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She previously worked at Gold Coast Securities, Inc. for 17 years before joining Simplicity Investments in 2026. Outside of advising, she is a self-employed actor and crew member in TV and film productions. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and financial planning using manager selection and modern portfolio theory, also offering a digital program called Starlight Portfolios for direct-to-consumer investing.