James Dwyer is a financial advisor at EP Wealth Advisors with 24 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining EP Wealth Advisors in 2020, he worked at Providus Advisors, LLC from 2013 to 2020. EP Wealth Advisors serves individual, corporate, and retirement plan clients, offering wealth management, discretionary portfolio management, and financial planning. The firm employs a mix of fundamental, technical, and cyclical analysis to construct customized portfolios and provides ancillary services such as tax preparation and estate-document preparation for qualified clients.

Peter Koehler is a financial advisor at Goldman Sachs Wealth Services with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Goldman Sachs & Co. LLC since 2019, following a 13-year tenure at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management supported by specialized programs and integrated resources across the broader Goldman Sachs network.

Matthew Stojkov is a CFP®-credentialed financial advisor with six years of industry experience, currently with EP Wealth Advisors. His prior roles include positions at Executive Wealth Management and Great Lakes Wealth. Outside of advising, he assists in a cabinet refinishing business, contributing labor on a part-time basis. EP Wealth Advisors serves individual, corporate, and retirement plan clients 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 additional services including tax preparation and estate-document assistance.

David Devita is a CFP® and CFA® credentialed financial advisor with 13 years of industry experience. He currently works at EP Wealth Advisors and has previously held roles at Girard Advisory Services, Univest Bank and Trust Co, and Mercer Global Advisors. 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 qualified clients, utilizing customized model portfolios and ongoing monitoring.

Sally Ng is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She previously worked at WCG Wealth Advisors, LLC for 10 years and LPL Financial, LLC for 23 years. Outside of her advisory role, she is an insurance agent with Beacon Pointe Insurance Services and owns residential property management businesses. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-driven investment approach with a formal due-diligence process and sponsors proprietary investment vehicles, including private funds and a registered interval fund.

Rick Lowe is a financial advisor at Goldman Sachs Wealth Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs since 2021, following a 25-year tenure at Ayco/Mercer Allied Company. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Michael Hamilton is a financial advisor at Centaurus Financial, Inc. with 34 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Centaurus since 2015. Outside of advising, he owns Eagle Tax Group, a tax preparation business. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations, offering financial planning, portfolio management, retirement-plan consulting, and specialized advisory services. The firm employs both discretionary and non-discretionary arrangements and utilizes a variety of analytical approaches and model overlay programs.

Miguel Martin Jr. is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 10 years of industry experience. His background includes roles at Nationwide Student Loan and Debtmerica, in addition to his ongoing work with World Financial Group and his involvement with R&M Farm Service, where he assists with agricultural operations. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options, and maintains integrated retirement and recordkeeping affiliates.

Nvard Ter Matevosyan is a financial advisor with NewEdge Advisors holding a Series 66 credential and seven years of industry experience. Prior to joining NewEdge Advisors in 2024, she worked at Bank of America and Merrill from 2017 to 2024. Outside of her advisory role, she is a general partner at God First Enterprises LLC, a for-profit business entity. NewEdge Advisors is an enterprise-scale registered investment advisor serving individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of services including portfolio management, financial planning, and retirement consulting through a network of independent advisors and employs multiple program structures supported by technology and centralized due diligence.

Aleksandr Chkadua is a CFP® with nine years of experience in financial advising. He has been with EP Wealth Advisors since 2016. 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 such as tax preparation and estate-document preparation for qualifying clients.

Maria Angrisani is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2021. Prior to that, she held roles at Ayco, In-N-Out Burger, Subway, California State University, Long Beach, and the School of Engineering and Sciences. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering tailored financial planning and portfolio management supported by proprietary research, specialized programs, and access to alternative investments.

Sean Mcferson is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He has served as a partner at Windes Inc., a CPA firm, since 2012. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a predominantly long-term approach and utilizing internal and third-party asset management.

Sean Latimer is a financial advisor with Hightower Advisors in Newport Beach, CA, holding a Series 66 designation and 11 years of industry experience. He has worked at Hightower since 2016, following previous roles at Morgan Stanley and its affiliates. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to various pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers supported by proprietary research and customized portfolio construction.

Derek Newcomer is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2012. He holds a Series 65 license and is based in Newport Beach, CA. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a proprietary “Focus List” of third-party independent managers and a formal due-diligence process for manager selection and monitoring. The firm offers discretionary wealth management, retirement plan consulting, outsourced CIO solutions, and sponsors proprietary investment vehicles, including private funds and a registered interval fund.

Jacob Cornell is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Centaurus Financial since 2020, NAV ADVISORS from 2019 to 2021, and earlier positions at Arkadios Capital, Arkadios Wealth Advisors, and Balance. Outside of his advisory role, he owns Cornell Asset Management, which offers clients term life insurance and Medicare services. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and advisory management of annuity and variable life sub-accounts, utilizing both discretionary and non-discretionary investment arrangements.

Andy Nguyen is a financial advisor at Fifth Third Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise, Comerica Securities, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory role, he is involved in independent insurance brokering and participates in a cash management platform serving corporate and institutional clients. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, allowing clients to tailor investment strategies with options such as mutual fund/ETF models, separately managed accounts, tax overlays, and direct indexing.

Joseph Azzopardi is a CFP® professional with 17 years of industry experience, currently advising at Mariner. His previous roles include positions at Financial Engines Advisors L.L.C., Edelman Financial Services, EF Legacy Securities, Golden State Wealth Management, and LPL Financial. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm offers customized discretionary portfolios supported by an internal management team and third-party managers, along with integrated tax and accounting services uncommon among firms of its size.

Kristopher Ziskin is a financial advisor with GWN Securities Inc. in Torrance, CA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Planmember Securities Corporation, Surety Investment Services, and Morgan Stanley. Outside of his advisory work, he is also active as a financial professional and insurance agent with The Galeb Group. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning offerings. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and employs both traditional asset allocation and tactical strategies, including market-timing and momentum-based approaches.

Timothy Wiand is a CFP® professional at EP Wealth Advisors with two years of experience in the financial industry. He previously worked at The Fairman Group LLC for seven years and PNC Bank for five years. 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, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients, employing customized portfolios with fundamental, technical, and cyclical analysis alongside alternative investment strategies.

Liliana Sobaszek is a financial advisor at Beacon Pointe Advisors, LLC with two years of industry experience. She holds a Series 65 designation and has been with Beacon Pointe Advisors since 2022. Prior to her advisory role, her background includes positions outside the financial industry, including work at Maki Yaki and Mimi's Cafe. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach using a proprietary “Focus List” and offers a range of services from discretionary wealth management to outsourced CIO solutions.