Shane Valdez is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Company for eight years and is also involved in coaching youth wrestling through ownership of the Valdez Wrestling Club, LLC. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advisory solutions through various program types and manages a significant portion of its assets on a non-discretionary basis.

Evan Kress is a financial advisor at Principal Financial Services with seven years of industry experience. He holds a Series 66 designation and has previously worked at OneDigital Investment Advisors and Retirement Benefits Group. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

John Barbrick is a financial advisor at EP Wealth Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Private Client Services LLC, Executive Wealth Management, and Invest Financial Corp. Outside of his advisory role, he manages commercial real estate through RKBREH LLC. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to develop and manage portfolios using a range of investment vehicles and offers additional services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Joseph Eiguren is a financial advisor at EP Wealth Advisors with six years of industry experience. He holds a Series 65 designation and has previously worked at Buffington Mohr McNeal, Tolsma USA, LLC, and Intelligent Office Boise. Outside of his advisory role, he serves as treasurer for a competitive youth soccer team in Boise, managing financial transactions and dues for the team. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, employing a suitability-driven process and a range of investment vehicles.

Joanna Mccomsey is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA. She holds the Series 66 designation and has 27 years of industry experience. Prior to joining Centaurus Financial in 2017, she worked at Financial West Group from 2014 to 2017. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory management services through a variety of discretionary and non-discretionary arrangements.

Djeneba Ouattara is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. Her work history includes roles at Transamerica Financial Advisors, Concorde Education, GMG, and various education-related organizations. She is involved with multiple educational ventures alongside her advisory career. Transamerica Financial Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring fee-based wrap programs, model portfolios, access to third-party money managers, and commission-based insurance and brokerage products.

Adrian Larson is a financial advisor with EP Wealth Advisors in Phoenix, AZ, holding Series 63 and Series 66 licenses and 17 years of industry experience. He previously worked at Pathlight Investors, LLC for 10 years before joining EP Wealth Advisors in 2019. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management and financial planning services, employing a suitability-driven process that includes the use of mutual funds, ETFs, equities, fixed income, and alternative investments.

Jaclyn Aure is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Private Bank for five years. Based in Los Angeles, CA, she has been with Citigroup since 2018. 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 through both discretionary and non-discretionary programs and supports a combination of large institutional scale with unique market roles and arrangements.

Eric Nikssarian is a CFP® and Series 66-registered advisor with nine years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2019, and previously held roles at Ameriprise Financial Services, Inc. and Luvo Wealth Advisors. Based in Los Angeles, CA, he provides financial planning and portfolio management services. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to develop customized portfolios and offers a range of services including discretionary management, retirement plan advisory, tax preparation, and estate-document facilitation.

Nhung Dang is a CFA® charterholder and financial advisor with four years of industry experience. She currently works at EP Wealth Advisors and has previously been employed at Buffington Mohr McNeal and JP Morgan Chase Bank, including their London branch. 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 a combination of fundamental, technical, and cyclical analysis along with alternative investment strategies and third-party manager recommendations.

Giovanni Beltran is a financial advisor at EP Wealth Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Uber for seven years. Outside of his advisory role, he has been involved with Good Entertainment Only since 2010. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to manage portfolios and offers a range of services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Bruce Mohr is a financial advisor at EP Wealth Advisors with 27 years of industry experience. He holds a Series 65 designation and previously worked at Buffington Mohr McNeal for 27 years before joining EP Wealth Advisors in 2025. Mohr serves as Chair of the Boise State University Foundation Board, overseeing board meetings and supervising the Foundation CEO. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to develop and manage customized portfolios and offers services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Jonathan Kovach is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at NYLIFE Securities LLC, New York Life Insurance Company, Boogie Forever LLC, Nuance Communications, and Infor, Inc. His background includes roles in both the financial sector and technology companies. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Christopher Perea is a financial advisor with First Command Advisory Services in Garden Grove, CA. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining First Command, he worked at Amazon.com LLC for five years and the Adel Wiggins Group for another five years. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios.

Kian Soh is a financial advisor at OSAIC Institutions, Inc. based in Los Angeles, CA, with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Infinex Investments, Inc. since 2017 and First Bank since 2016. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure.

Steven Patzke is a CFP® with three years of industry experience currently with EP Wealth Advisors. He previously worked at LPL Financial, Responsible Investment Group, and Goodworth Wealth Management. Patzke serves on the board of Bickerdike Redevelopment Corporation, an affordable income housing developer. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services, employing a suitability-driven process with a range of investment options and fiduciary ERISA services.

Grady Camps is a CFP® professional with five years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. His prior experience includes roles at Lido Advisors, Sanford C. Bernstein & Co., and PlanMember Securities. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning, utilizing customized model portfolios with a blend of fundamental, technical, and cyclical analysis, as well as access to alternative investments and third-party managers.

Jenna Scandalios is a Series 65-licensed financial advisor with six years of experience at Capital Group Private Client Services, Inc. She has also held positions at Aristotle and Pathstone. Jenna is based in Los Angeles, CA. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, offering portfolios through separately managed accounts and pooled funds. The firm’s investment approach is grounded in long-term fundamental research and employs multiple portfolio managers to tailor client allocations based on objectives, time horizon, and risk tolerance.

Kristen Perez is a CFP® professional with 12 years of industry experience. She has worked at EP Wealth Advisors since 2020 and was previously with Harris Financial Advisors, Inc. from 2016 to 2020. EP Wealth Advisors is a registered investment adviser serving individual, corporate, and business clients as well as retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document services, using a combination of fundamental, technical, and cyclical analysis alongside alternatives and private fund recommendations.

James Hausberg is a financial advisor with Hightower Advisors in Beverly Hills, CA, holding a Series 63 designation and bringing 45 years of industry experience. He has been with Hightower Securities, LLC and Hightower Advisors since 2012. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.