Stephanie Richman is a CFP® professional with 34 years of industry experience, currently serving as an advisor at EP Wealth Advisors in Torrance, CA. Her prior experience includes roles at Fidelity Private Wealth Management and running her own firm, Richman Financial Planning, LLC. Outside of advising, she is involved in managing rental properties. 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, employing customized model portfolios and a mix of fundamental, technical, and cyclical analysis, along with third-party manager recommendations and ERISA plan services.

Jason Brown is a CFP® professional with 16 years of experience in the financial services industry. He is currently with EP Wealth Advisors and has previously worked at firms including NEXT Financial Group, Pinnacle Peak Private Client Group, BCG Securities, Robert W Baird & Co., and The Vanguard Group. EP Wealth Advisors serves individuals, corporate and business 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 create customized portfolios and provides additional services such as tax preparation and estate-document preparation for qualified clients.

James Carr Jr. is a financial advisor at EP Wealth Advisors with Series 63 and Series 65 credentials and over 26 years of industry experience. He previously worked at CIBC World Markets and Banc America Robertson Stephens. He serves on multiple boards, including Wesleyan College, The Task Force for Global Health, the Rotary Club of Atlanta, and Emory University. EP Wealth Advisors provides wealth management, discretionary portfolio management, and financial planning services to individuals, corporate and business clients, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis to construct customized model portfolios and offers additional services such as tax preparation and estate-document preparation for qualifying clients.

Brian Mulvey is a financial advisor at EP Wealth Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Minot Wealth Management LLC and UBS Financial Services Inc. since 2008. EP Wealth Advisors serves individual, corporate, and retirement plan clients, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and a combination of fundamental, technical, and cyclical analysis to manage investments, and provides ancillary services such as tax preparation and estate-document preparation for qualified clients.

Luke Cavanagh is a financial advisor at EP Wealth Advisors with a Series 65 designation and two years of industry experience. His prior work includes roles at AdaptHealth Corp and IKEA Purchasing Services (US) Inc. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by offering wealth management, discretionary portfolio management, and financial planning services. The firm creates customized model portfolios using a combination of fundamental, technical, and cyclical analysis, and provides access to ancillary services such as tax preparation and estate-document preparation for qualifying clients.

James Reinke is a CFP® and holds a Series 66 designation with 28 years of industry experience. He has worked at EP Wealth Advisors since 2021, following seven years at ICMA-RC Services, LLC and sixteen years with Ameriprise. 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 for qualifying clients, utilizing customized model portfolios and a mix of fundamental, technical, and cyclical analysis.

Chad Burton is a CFP® professional with 25 years of industry experience. He is currently with EP Wealth Advisors and was previously with NewFocus Financial Group, LLC for 16 years. Burton holds Series 63 and Series 65 licenses. EP Wealth Advisors is a registered investment adviser serving individual, corporate, and retirement plan clients. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients, using a customized investment approach that includes fundamental, technical, and cyclical analysis.

Jordan Hubbs is a financial advisor at EP Wealth Advisors in Torrance, CA, holding a Series 65 credential with three years of industry experience. His prior roles include positions at Prosperitas Financial, Team Edge, Inc., and J2 Global, Inc. EP Wealth Advisors serves individual, corporate, and retirement plan clients, offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document assistance. The firm constructs customized portfolios using a mix of fundamental, technical, and cyclical analysis and provides ongoing monitoring, including third-party manager recommendations and ERISA plan services.

Kevin Beebe is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors since 2010. He holds a Series 65 registration and is based in Torrance, CA. 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, using customized model portfolios and a mix of fundamental, technical, and cyclical analysis.

Erin Whalen is a financial advisor at EP Wealth Advisors with 20 years of industry experience. She holds a Series 65 designation and previously worked at Opes Wealth Management and Opes Advisors. EP Wealth Advisors serves individuals, corporate clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm offers customized model portfolios using fundamental, technical, and cyclical analysis, and provides ancillary services including tax preparation and estate-document facilitation for qualifying clients.

Monica Van Eck is a CFP®-certified financial advisor with 13 years of industry experience. She has worked at EP Wealth Advisors since 2018 and previously spent six years at Millie Capital Management LLC. 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, offering customized model portfolios and ongoing monitoring using a variety of investment strategies.

Albert Herzog III is a financial advisor with EP Wealth Advisors, holding the CFP® and ChFC® designations and possessing 43 years of industry experience. His prior experience includes executive roles at Executive Wealth Management, LLC, and ownership involvement in various investment-related firms. In addition to advising, he is a minority owner of a tax preparation business and operates an independent financial consulting practice. 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, incorporating fundamental, technical, and cyclical analysis as well as alternative investments and private fund recommendations.

Adam Phillips is a CFP® and CFA® with 13 years of experience in the financial services industry. He has worked at EP Wealth Advisors in Torrance, CA since 2014. EP Wealth Advisors is a registered investment adviser serving individuals, corporate 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, using a combination of fundamental, technical, and cyclical analysis along with alternative investment options.

Maarten Kerstens is a CFP® with 13 years of industry experience, currently serving at EP Wealth Advisors. His prior experience includes roles at The Vanguard Group, Inc., Thompson Wealth Management, and Harbour Investments, Inc. Outside of advising, he is also an independent insurance agent. 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, employing customized model portfolios with a mix of fundamental, technical, and cyclical analysis.

Michael Chechel Jr. is a financial advisor at EP Wealth Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Executive Wealth Management, LLC, EWM Tax Solutions, LLC, and Private Client Services LLC. Outside of his advisory work, Chechel is involved in managing income and taxes through his ownership of MC3 Financial Planning Corp. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm employs customized model portfolios and combines fundamental, technical, and cyclical analysis, incorporating alternative investments and private fund recommendations when appropriate.

Natalia Amato is a financial advisor at EP Wealth Advisors with 12 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Cetera Investment Services and Finestone Partners. EP Wealth Advisors is a registered investment adviser serving individuals, corporate 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 customized model portfolios and various analytical approaches.

Michael Ramirez Jr. is a CFP® and holds a Series 65 license with 15 years of industry experience. He has been with EP Wealth Advisors since 2018 and previously worked at Private Asset Management, Inc. for eight years. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and combines fundamental, technical, and cyclical analysis, with additional strategies including short-term trading and alternative investments when appropriate.

Robert Mccarty is a financial advisor at EP Wealth Advisors with nine years of industry experience. He holds a Series 65 designation and has worked at EP Wealth Advisors since 2022. In addition to his advisory role, he serves on the board of Prism Analytics, Inc., a technology start-up specializing in predictive analytics for supply chain issues, where he provides advice and counsel to executive leadership. EP Wealth Advisors provides wealth management, discretionary portfolio management, and financial planning services to individuals, corporate clients, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and offers additional services including tax preparation and estate-document assistance for clients meeting certain asset thresholds.

Tom Nguyen is a CFP® professional with eight years of experience at EP Wealth Advisors and 17 years previously at The Capital Group. He serves as an advisory board member and chair of the finance and investment committee for the Friendship Foundation, a nonprofit supporting individuals with developmental disabilities. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans, offering customized wealth management, discretionary portfolio management, and financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis along with alternative investment strategies, and provides tax preparation and estate-document services to qualifying clients.

Daiana Kelleyian is a CFA® charterholder with 13 years of industry experience. She has worked at EP Wealth Advisors since 2019 and previously held roles at City National Rochdale, RIM Securities, LLC, and City National Bank. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides customized wealth management, discretionary portfolio management, and financial planning, incorporating fundamental, technical, and cyclical analysis along with alternative investment recommendations.