Analuisa Mercado is a CFP® with seven years of experience in the financial advisory industry. She has worked exclusively with EP Wealth Advisors since 2011. 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, utilizing a combination of fundamental, technical, and cyclical analysis alongside access to alternative investments and private funds.

Jacob Shuman is a financial advisor at EP Wealth Advisors with a Series 65 credential and three years of industry experience. His prior roles include positions at Citizens Bank, Eastspring Investments, and the PGA Tour. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document access, employing customized model portfolios and a range of investment strategies.

Peter Mueller is a CFP® professional with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previous experience at The Colony Group, LLC, HoyleCohen, LLC, and Libbie Agran Financial Services & Seminars. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients, providing a broad range of wealth management and advisory services. The firm utilizes a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

William Chedester is a CFP® and Series 65-licensed financial advisor with two years of industry experience. He is currently with EP Wealth Advisors in Torrance, CA, where he has worked in various capacities since 2020. His prior work includes roles at Trilogy Financial, UpDigital, and Kelly Slater Wave Pool. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning services, offering customized model portfolios and a mix of fundamental, technical, and cyclical analysis along with access to alternative investments and private fund recommendations.

Karl Hakansson is a financial advisor at Hightower Advisors with a Series 65 designation and one year of industry experience. His prior roles include positions at Bel Air Investment Advisors and multiple engagements at Pepperdine University. Outside of finance, he has worked at Hotel Tylösand. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Kenji Bleicker is a CFP® professional with nine years of experience in financial advising. He is currently with EP Wealth Advisors and was previously with Opes Wealth Management and Opes Advisors, Inc. Kenji is based in Torrance, CA. 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 such as tax preparation and estate-document preparation, employing a multi-strategy investment approach including model portfolios, third-party manager recommendations, and ERISA plan services.

John Paul Ramos is a CFP® and Series 63 licensed advisor with four years of industry experience. He currently works at EP Wealth Advisors and previously held positions at MML Investors Services and Commonwealth Financial Group/MassMutual. His background also includes roles at US Valet Inc and Stonehill College. 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 services, utilizing a range of analytical methods and investment strategies tailored to client needs.

Michael Lampert is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Ameritas Life Insurance Company and Capstone Financial. Outside of finance, he is a semi-professional musician and a part-time visual artist who occasionally exhibits his work in galleries. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and third-party partners.

Mark Matley is a financial advisor with EP Wealth Advisors in Torrance, CA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including 27 years at The Insight Group, Inc., before joining EP Wealth Advisors in 2020. Outside of his advisory role, he manages a building services business and consults on investment advisory platform development through related non-investment activities. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by providing wealth management, discretionary portfolio management, and financial planning services. The firm constructs customized model portfolios using a blend of fundamental, technical, and cyclical analysis, and offers ancillary services such as tax preparation and estate document facilitation for eligible clients.

Fabian Chichester is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Wells Fargo Advisors for seven years. He has been with Citigroup since 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles and arrangements, including in-house research and derivatives services.

Shelby Seivert is a financial advisor at Lido in Los Angeles, CA, with two years of industry experience. She holds a Series 65 designation and has worked at firms including Echelon Partners LLC and Owen James. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers investment management, financial planning, family office services, and retirement and estate planning, employing an integrated wealth management approach that includes diversification across various asset classes and options-based strategies.

Bradley Robinson is a financial advisor at EP Wealth Advisors with CFP® and CFA® designations and two years of industry experience. He previously worked for Sheffield Investment Management LLC for ten years. 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, using customized model portfolios and a variety of analytic approaches.

Charles Bennett is a CFP® with five years of industry experience, currently serving as a financial advisor at PlanMember Securities Corporation. He has held prior roles at Surety Investment Services, Inflection Advisors, and Harry Licursi Tax & Retirement Planning. Outside of financial advising, Bennett is the CEO of a digital e-commerce business that sells running insoles. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Dwayne Isaac is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Outside of his advisory role, he serves as president of Isaac Property Management LLC, which manages short-term rental properties. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including in-house research and unique market roles.

Krista Hartwell is a financial advisor with Schwab Wealth Advisory and holds a Series 65 designation. She has recently begun her career in the industry, joining Schwab Wealth Advisory in 2025 after roles at Charles Schwab & Co., US Bank, and several law firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations using standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, with advice delivered by associates who recommend allocations without discretionary trading authority.

Ryan White is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and three years of industry experience. He previously worked at New York University and spent time unemployed before joining Rockefeller Financial in 2022. 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, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Gerald Kouzmanoff is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has worked with Ameritas and affiliated entities since 2006 and has operated Kouzmanoff Financial & Insurance Services Inc. since 1979. He is also involved in disability insurance sales and management through Disability Insurance Partners LLC and serves on the board of The Plus Group, Inc., a disability insurance organization. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee, third-party partners, and multiple custodial platforms.

Bansi Patel is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab & Co., Inc. prior to joining Schwab Wealth Advisory. Patel has a background that includes roles outside finance, such as work with the Boys and Girls Club and experience in education. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program sponsored by Charles Schwab & Co., Inc. The firm offers annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Judith Gordon is a financial advisor with Oppenheimer in Los Angeles, CA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. She has been with Oppenheimer since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and advisory services across various asset classes, with both discretionary and non-discretionary account management.

Kyle Morton is a CFA® charterholder based in Los Angeles, CA, with four years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2025. Prior to Mercer, he was affiliated with Seventy2 Capital Wealth Management and Wells Fargo Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and other specialized products.