Griffin Lake is a CFP® and holds a Series 66 license with five years of industry experience. He currently works at EP Wealth Advisors, where he has been since 2024. His prior experience includes roles at Ameriprise Financial Services and Wells Fargo Advisors, as well as positions at Utah Valley University and Mountain America Credit Union. 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, and employs a range of investment strategies including customized model portfolios, third-party manager recommendations, and ERISA plan services.

Jordan Loo is a CFP® and Series 65-registered advisor at EP Wealth Advisors with one year of industry experience. Prior to joining EP Wealth Advisors, he worked at Protein Lab from 2020 to 2022. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses a variety of investment strategies, including fundamental, technical, and cyclical analysis, and provides additional services such as tax preparation and estate-document facilitation for qualified clients.

Vanessa Sredzinski is a CFP®, ChFC®, and Series 65-licensed advisor with five years of industry experience. She has worked with EP Wealth Advisors since 2024 and previously spent seven years at Executive Wealth Management, LLC. Prior to her financial career, she was involved in the restaurant industry at Sushi Zen for one year. EP Wealth Advisors is a registered investment adviser serving individuals, 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, using a combination of fundamental, technical, and cyclical analysis alongside options and alternative investment strategies.

G. Bradley Owen is a Certified Financial Planner® with 19 years of industry experience. He has worked at EP Wealth Advisors since 2018 and previously spent 12 years at Donnelly Wealth Advisors Inc. 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 select clients, using customized model portfolios and a range of investment strategies.

Bret Miller is a CFP® professional with four years of industry experience, currently serving as a financial advisor at EP Wealth Advisors in Torrance, CA. His work history includes multiple roles at EP Wealth Advisors as well as experience outside the financial sector, including positions with Five Guys, Inc. and the United States Air Force. 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 services, utilizing customized model portfolios and a variety of investment strategies including fundamental, technical, and cyclical analysis.

Christopher Hopkins is a financial advisor with EP Wealth Advisors based in Torrance, CA, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include positions at TD Ameritrade, Scottrade, and Executive Wealth Management, where he also engaged in tax preparation and client services through Executive Wealth Management Tax Solutions. EP Wealth Advisors serves individual, corporate, and retirement plan clients, offering wealth management, discretionary portfolio management, and financial planning services. The firm constructs customized model portfolios using fundamental, technical, and cyclical analysis, and provides ongoing monitoring, third-party manager recommendations, and ERISA plan services.

Tyler Lang is a financial advisor at EP Wealth Advisors with 18 years of industry experience. He holds a Series 65 designation and previously worked for Buffington Mohr McNeal for 19 years before joining EP Wealth Advisors in 2025. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning, utilizing customized model portfolios and a mix of fundamental, technical, and cyclical analysis, along with third-party manager recommendations and ERISA plan services.

Adam Fein is a financial advisor with EP Wealth Advisors holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at RBC Capital Markets and Wells Fargo Advisors. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios and a combination of fundamental, technical, and cyclical analysis.

Benjamin Schamber 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 Legacy Wealth Management, Human Bean, Idaho Lottery, and the College of Idaho. 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 customized wealth management and financial planning services, combining fundamental, technical, and cyclical analysis with a variety of investment strategies and third-party manager oversight.

Megan Carden is a CFP® professional with nine years of industry experience. She currently works at EP Wealth Advisors and previously spent nine years at Wacker Wealth Partners. 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, financial planning, and ancillary services such as tax preparation and estate-document preparation, using customized model portfolios and various investment strategies.

Thomas Kyle is a CFP® and Series 65–registered advisor with EP Wealth Advisors. He has three years of industry experience, including roles at Benefit Financial Services Group and LPL Financial. Prior to his financial career, he worked at Concordia University Irvine and the UK Government’s Department of International Trade. EP Wealth Advisors serves individuals, corporate clients, and retirement plans with wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm uses customized model portfolios and a variety of investment strategies, including fundamental and technical analysis, and offers ERISA fiduciary services.

Kevin Oreilly is a CFP®-designated financial advisor with 17 years of industry experience. He is affiliated with EP Wealth Advisors in Torrance, CA, and has worked at Foothills Financial Planning And Wealth Management Inc. since 2008. 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 services, employing customized model portfolios with ongoing monitoring and a range of investment strategies.

Julee Sarto is a financial advisor at EP Wealth Advisors with 26 years of industry experience. Her background includes roles at Executive Wealth Management, Private Client Services LLC, and Cetera. Outside of her advisory work, she serves as Secretary at Safe Harbor Credit Union and is a board member of the Rotary Club of Ludington. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, financial planning, and discretionary portfolio management, using a range of analytical methods and investment options tailored to client needs.

Jack Curran is a financial advisor at EP Wealth Advisors with eight years of industry experience. He holds the Series 66 designation and previously worked at Eaton Vance Management and Eaton Vance Distributors, Inc. before joining EP Wealth Advisors in 2018. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm provides customized model portfolios and ongoing monitoring using diverse investment strategies, as well as ancillary services including tax preparation and estate-document preparation for qualifying clients.

Laura Knolle is a CFP® professional with 18 years of industry experience. She 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, and ancillary services such as tax preparation and estate-document preparation for qualifying clients, using customized model portfolios and a combination of fundamental, technical, and cyclical analysis.

Jennifer Ralston is a financial advisor at EP Wealth Advisors with the ChFC® designation and five years of industry experience. She has worked primarily with Executive Wealth Management, LLC, before joining EP Wealth 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, utilizing customized model portfolios and a mix of fundamental, technical, and cyclical analysis.

Mark Duvall is a CFA® charterholder with 27 years of industry experience. He is currently with EP Wealth Advisors in Torrance, CA, having joined the firm in 2026. Prior to that, he worked at Opes Wealth Management and its related entities from 2005 to 2026. 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. Its investment approach includes customized model portfolios with fundamental, technical, and cyclical analysis, as well as the use of alternative investments and third-party managers.

Fernando Reyes is a CFP®, ChFC®, and Series 66-licensed advisor with 12 years of industry experience. He has worked at EP Wealth Advisors since 2019 and previously spent eight years at City National Bank. EP Wealth Advisors 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, employing customized model portfolios and various investment strategies.

Scott Freeman is a CFP® professional with 18 years of experience in financial advising. He is currently with EP Wealth Advisors and has previously worked at Criterion Capital Advisors LLC, Wells Fargo Advisors, and Centennial Wealth Management LLC. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, portfolio management, and financial planning services. The firm utilizes customized model portfolios with ongoing monitoring and employs a range of investment strategies including fundamental, technical, and cyclical analysis, along with alternative investments and private fund recommendations.

Peyton Ewing is a financial advisor with EP Wealth Advisors in Torrance, CA, holding a Series 65 designation. Ewing has been with EP Wealth Advisors since 2025 and has prior work experience including roles outside the financial industry. EP Wealth Advisors serves individuals, corporate 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 construct customized portfolios and provides additional services such as tax preparation and estate-document facilitation for qualifying clients.