Christine Carlton is a financial advisor at EPS Wealth Management with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Estate Planning Solutions since 2015 and Carlton Financial, Inc. since 2004. Outside of advising, she owns and operates Carlton Financial Inc., an independent insurance agency, and is involved as a business consultant specializing in tax incentives and corporate finance as well as an associate with a network marketing organization. EPS Wealth Management is a small, supported registered investment advisor managing approximately $30.1 million for about 299 clients. The firm provides wealth management, financial planning, and portfolio management services for individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses, employing a long-term investment approach that incorporates both fundamental and technical analysis.

Alex Miller is a CFP® with one year of industry experience, currently affiliated with EPS Wealth Management. He previously worked at The Hebets Company and LifeBrokers. EPS Wealth Management is a small, supported registered investment advisor managing approximately $30.1 million for nearly 300 clients. The firm provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses, employing a long-term investment approach that incorporates both fundamental and technical analysis.

James Tewalt is a CFP® with 20 years of industry experience and is affiliated with EPS Wealth Management in Glendale, AZ. He has operated multiple businesses, including EPS Doc Prep LLC, a legal document preparation service, and Tewalt's Kickin' Korral, LLC, a horse boarding operation. He was previously president of Estate Planning Solutions Inc., a life and health insurance agency. EPS Wealth Management provides financial planning and wealth management services to individuals, high net worth clients, trusts, estates, charitable organizations, and small businesses. The firm uses a primarily long-term investment approach combining fundamental and technical analysis to construct diversified portfolios and offers both discretionary and non-discretionary management.