Matthew Brock is a CFP® with 23 years of industry experience. He is currently with EP Wealth Advisors and previously worked at Divergent Planning, LLC and H. Beck, Inc. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses a mix of fundamental, technical, and cyclical analysis to build customized model portfolios and provides additional services such as tax preparation and estate-document facilitation for qualifying clients.

Ara Abrahamian is a financial advisor at EP Wealth Advisors with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Divergent Planning, LLC and H. Beck, Inc. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers customized wealth management, discretionary portfolio management, and financial planning services, combining fundamental, technical, and cyclical analysis with access to alternative investments and third-party managers.

Karly Holland is a CFP® professional at EP Wealth Advisors with six years of industry experience. She has previously worked at Divergent Planning, LLC, Moisand Fitzgerald Tamayo, LLC, and the University of Georgia. 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, utilizing customized model portfolios and a combination of fundamental, technical, and cyclical analysis.

Joshua Stromberg is a CFP® professional at EP Wealth Advisors with four years of industry experience. Prior to joining EP Wealth Advisors, he worked at Divergent Planning, Wealthway Financial Advisors, and Ameriprise Financial. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans by providing wealth management, discretionary portfolio management, and financial planning services. The firm uses a mix of fundamental, technical, and cyclical analysis to construct customized portfolios and offers additional services such as tax preparation and estate-document facilitation for eligible clients.