Armando Estevane is a Certified Financial Planner® with 12 years of industry experience, currently serving at EP Wealth Advisors. His prior work includes positions at JP Morgan Chase Bank and Fidelity Investments. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and a combination of fundamental, technical, and cyclical analysis, along with alternative investment and private fund recommendations, to meet client needs.

Ryan Kuhn is a CFP® professional affiliated with EP Wealth Advisors in Torrance, California, with four years of industry experience. His prior work includes roles at Pathlight Investors and Wageworks, as well as academic positions at Arizona State University. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, businesses, and retirement plans. The firm offers customized wealth management, discretionary portfolio management, and financial planning services, incorporating a range of investment strategies and ancillary services such as tax preparation and estate-document assistance for qualifying clients.

Daniel Potter is a financial advisor at EP Wealth Advisors with Series 63 and Series 65 credentials and four years of industry experience. He previously worked at TBFM, LLP dba Buffington Mohr McNeal for three years and spent eight years at Boise State University. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning with various ancillary services such as tax preparation and estate-document assistance. The firm constructs customized model portfolios using fundamental, technical, and cyclical analysis, and provides ERISA plan services and third-party manager recommendations.

Thomas Quinn is a CFA® charterholder with nine years of industry experience. He is currently with EP Wealth Advisors and previously served at Cornercap Investment Counsel, Inc. for 35 years, where he also held the position of CEO. EP Wealth Advisors is a registered investment adviser serving individual, corporate, and retirement plan clients. The firm provides wealth management, discretionary portfolio management, financial planning, and ancillary services, using customized model portfolios and a combination of fundamental, technical, and cyclical analysis.

Henry Degooyer is a CFP® with six years of industry experience, currently serving as a financial advisor at EP Wealth Advisors in Torrance, CA. His prior experience includes roles at The Insight Group Inc. and Integrated Financial Group, LLC. 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 provides customized wealth management, discretionary portfolio management, and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis along with recommendations for alternative investments and private funds.

Scott Lane is a financial advisor at EP Wealth Advisors in Torrance, CA, holding a Series 65 designation. He has one year of industry experience, with previous roles including positions at LPL Financial and academic appointments at The University of Colorado at Boulder. 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 combination of fundamental, technical, and cyclical analysis.

Joey Roman is a CFP® and Series 65-licensed financial advisor with two years of industry experience. He is currently with EP Wealth Advisors in Torrance, CA. Prior to his advisory role, he has work experience in veterinary care, retail, and has served with the Long Beach Fire Department. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides customized wealth management, discretionary portfolio management, financial planning, tax preparation, and estate-document services, utilizing a range of analytical approaches and third-party manager recommendations.

Devin Paul is a Series 65-licensed financial advisor at EP Wealth Advisors with four years of industry experience. He has worked at several firms, including Warren Financial Service and Innovative Premier Financial Services, before joining EP Wealth 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 with fundamental, technical, and cyclical analysis.

James Henry is a financial advisor at EP Wealth Advisors with 10 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Sloan Investment Management LLC and Neuberger Berman BD LLC. 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, and financial planning services, employing a blend of fundamental, technical, and cyclical analysis alongside alternative investment strategies.

Casey Conrad is a financial advisor at EP Wealth Advisors with three years of industry experience. He holds a Series 66 designation and has prior work history with Capital Group - American Funds Distributors, Inc., among other firms. 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, and financial planning, employing a range of investment strategies including fundamental, technical, and cyclical analysis, as well as alternative investments and private fund recommendations.

Lyla Kristina Bonilla is a financial advisor with EP Wealth Advisors in Torrance, CA, holding a Series 65 credential and one year of industry experience. Her prior work includes roles at Opes Wealth Management, Neokai Capital, Cambridge Associates, and Kamehameha Schools. EP Wealth Advisors serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning. The firm uses customized model portfolios and a range of investment strategies, including fundamental, technical, and cyclical analysis, and provides ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Emily Sorensen is a CFP® and holds a Series 65 license, currently working with EP Wealth Advisors in Torrance, CA. She has two years of experience in the financial industry, with prior roles at Spring Source Wealth Advisors and various positions affiliated with Utah State University. 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 for qualifying clients, employing a mix of fundamental, technical, and cyclical analysis in its investment approach.

Ryan Ignacio is a financial advisor at EP Wealth Advisors with 10 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining EP Wealth Advisors, he worked at NewFocus Financial Group, LLC for five years. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by providing wealth management, discretionary portfolio management, and financial planning services. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis, and offers ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Yuhsin Wang is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst with 12 years of industry experience. He is currently with EP Wealth Advisors and has previously worked at First Foundation Advisors, Geneos Wealth Management Inc, and Silversage 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 portfolios with a mix of fundamental, technical, and cyclical analysis.

Jonathan O'Brien is a CFP®-credentialed financial advisor with four years of industry experience. He currently works at EP Wealth Advisors and previously spent several years with Midwest Professional Planners, Ltd. and five years at St. Joseph Home for the Elderly. 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 services, utilizing customized model portfolios and a range of investment strategies including fundamental, technical, and cyclical analysis.

Bronwyn Shone is a CFP® and holds a Series 66 license, with 21 years of experience in the financial industry. She has been with EP Wealth Advisors since 2021 and previously worked at Bluesky Wealth Advisors, LLC from 2013 to 2021. 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, and financial planning, constructing customized model portfolios using a mix of fundamental, technical, and cyclical analysis, as well as alternative investment strategies when appropriate.

William Simpson is a CFP® professional with 19 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2023. Prior to this, he was with Resolute Financial, LLC for seven years and Azimuth Financial Planning, LLC for ten years. 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. They use customized model portfolios with a combination of fundamental, technical, and cyclical analysis, and provide ongoing monitoring and rebalancing.

Neal Marchant is a financial advisor with EP Wealth Advisors in Torrance, CA, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 19 years of industry experience, including prior roles at Vantage Advisors, LLC and Vantage Strategies, LLC. Marchant serves on the boards of the Dixie State University Innovation Foundation, a local musical theater organization, Friends of Washington County Recovery Court, Inc., and the Pine View Public Infrastructure District. EP Wealth Advisors provides wealth management, discretionary portfolio management, and financial planning services to individuals, businesses, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis, along with alternative investments and third-party manager recommendations, to construct and monitor customized portfolios.

Sherry Anselmo is a financial advisor at EP Wealth Advisors with 33 years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at Charles Schwab & Co., Inc. and TD Ameritrade Investment Management, LLC. EP Wealth Advisors serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualified clients. The firm constructs customized portfolios using a mix of fundamental, technical, and cyclical analysis, and provides ERISA plan services and access to alternative investments.

Carey Mcneal is a financial advisor at EP Wealth Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and was previously with Buffington Mohr McNeal for 27 years. Outside of his advisory role, Mcneal serves as vice president of the McNeal Corporation, where he is involved in project management and accounting for the family’s real estate partnership. EP Wealth Advisors serves individuals, including high-net-worth clients, as well as corporate and business clients and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios and a variety of analytical approaches.