Winston Ventura is a financial advisor at Creative Planning with 12 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Cetera Wealth Services, Sageview Advisory Group, Triad Advisors, Resources Investment Advisors, Independent Financial Partners, and LPL Financial. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets, employing a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and comprehensive retirement plan services.

Edward Zwickl is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at California State University Fullerton, Vans, Postmates, Cypress College, Crossline Community Church, and Los Alamitos High School. He has been involved with Crossline Community Church since 2017. 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 a range of financial planning and portfolio management services using multiple analytical approaches and allows clients access to model overlay programs and third-party money managers.

Paul Apodaca is a Series 66-credentialed advisor with 11 years of industry experience, currently with Money Concepts Capital Corp. He has worked with the firm since 2015 and also serves as a tax advisor and preparer at NorthPoint Tax, Wealth & Business Advisory, LLP. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm utilizes model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Daniel Aytekin is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several major firms, including JPMorgan Chase and Wells Fargo. Outside of finance, he was involved with RTR Bakery DBA Pandor Boulangerie & Cafe for five years. 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 employs multi-asset, multi-manager strategies with oversight committees and manages both discretionary and non-discretionary portfolios.

Erin Voisin is a CFP®, ChFC®, and Series 66-licensed financial advisor with 13 years of industry experience. She has been with EP Wealth Advisors since 2016. Voisin serves on the CFP Board's WIN Council, which focuses on promoting and advancing women in the financial services profession. EP Wealth Advisors is a registered investment adviser that provides wealth management, financial planning, and ancillary services to individuals, corporate clients, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and offers services ranging from tax preparation to ERISA plan management.

Richard Bean is a CFA® charterholder with two years of experience at EP Wealth Advisors and over 30 years at CornerCap Investment Counsel. He is based in Torrance, CA. EP Wealth Advisors is a registered investment adviser that serves 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 qualified clients, using a combination of fundamental, technical, and cyclical analysis along with third-party manager recommendations.

Christopher Toro is a financial advisor at EP Wealth Advisors with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining EP Wealth Advisors, he worked at Hennion & Walsh Inc for three years. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans by offering wealth management, discretionary portfolio management, and financial planning services. The firm employs a variety of investment approaches including fundamental, technical, and cyclical analysis, and provides ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Constantine Basdakis is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at LPL Financial, Citigroup Global Markets, and Transamerica Financial Advisors. He is also involved in managing Basdakis Wealth Management Group, Inc., which operates within his LPL business activities. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services including financial planning and outsourced CIO solutions through an independent-advisor model with an open-architecture investment approach.

Katherine Salter is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Independent Financial Group since 2018, following nine years at Sagepoint Financial, Inc. and twelve years at Financial Insights. Salter serves as a board member of St. Jude Memorial Hospital, a nonprofit organization. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm employs a model-based approach combining strategic asset allocation and manager selection across active and passive exposures, offering various portfolio management and financial planning services.

Ray Joseph is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Axxes Capital, City of Los Angeles Fire and Police Pensions, Foreside Fund Services, Wilshire Associates, Barclays Capital, Banc of America Investment Services, and UBS Financial Services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and leverages in-house research and market roles, supporting both discretionary and non-discretionary portfolio management.

Rita Reggio is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and bringing 36 years of industry experience. She has been with PlanMember since 2002 and also works as a substitute teacher in the Long Beach Unified School District. Additionally, she is licensed to sell life, disability, and long-term care insurance. PlanMember provides retirement-plan advisory services to employers and participants, acting as a fiduciary for many plans and offering a range of risk-based mutual fund portfolios. The firm emphasizes education and support for plan sponsors and participants through seminars, personalized planning, and a strategic asset allocation investment process.

Hai Uy Dang is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Inc. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that delivers discretionary and non-discretionary solutions across various asset classes, along with registered broker-dealer capabilities.

Brett Dulyea is a CFA® charterholder with 20 years of industry experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having joined in 2025. His prior roles include nine years at First Foundation Advisors and seven years at Merrill Lynch Investment Managers LP. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, brokerage services, and investment banking through a Private Advisor model and a consolidated investment platform.

Michael Barber is a Series 65-licensed financial advisor at EP Wealth Advisors with six years of industry experience. He has worked in various roles at EP Wealth Advisors and Executive Wealth Management, and has a background that includes professional services through MRB Professional Services. EP Wealth Advisors serves individuals, corporate clients, and retirement plans with wealth management, portfolio management, and financial planning services. The firm offers customized model portfolios using fundamental, technical, and cyclical analysis, along with access to tax preparation and estate-document services for eligible clients.

Philip Baker is a CFP® professional with two years of industry experience, currently serving as an advisor at EP Wealth Advisors. He previously worked at CornerCap Wealth Advisors and Yeomans Consulting Group, among other positions. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans by providing wealth management, discretionary portfolio management, and financial planning services. The firm employs a combination of fundamental, technical, and cyclical analysis to create customized portfolios and offers ancillary services such as tax preparation and estate-document preparation for qualified clients.

Alysha Haezaert House is a financial advisor at &Partners with six years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Huber Capital Management, LLC. &Partners serves a diverse clientele, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and advisory services using a range of strategies and platforms, including both proprietary and third-party approaches.

Megan Howard is a financial advisor at EP Wealth Advisors with a Series 65 designation and one year of industry experience. Her prior experience includes roles at Presidio Capital Management and a four-year tenure at the University of San Diego. 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 for qualifying clients.

Alex Partalala is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA, holding Series 63 and Series 66 registrations. He has one year of industry experience and previously worked at First Foundation Bank Inc and World Vision International. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth services, utilizing strategic allocation models, manager selections, and a range of fee and platform options within the broader Goldman Sachs ecosystem.

James Holden is a CFP® certificant with eight years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. His prior roles include positions at VP Distributors LLC, Kayne Anderson Rudnick Investment Management, Morgan Stanley, UBS Financial Services, and Stifel. 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 qualified clients, employing customized model portfolios and ongoing monitoring that utilize fundamental, technical, and cyclical analysis.

Jay Eng is a financial advisor at Independent Financial Group, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Kinecta Financial & Insurance Services, LLC and LPL Financial, LLC from 2004 to 2020. Outside of advisory roles, he serves as a trustee of The Eng Family Trust. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs both firm- and third-party investment models, combining strategic asset allocation with multi-manager and hybrid portfolios, and offers comprehensive financial planning and portfolio management solutions.