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.

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.

Daniel Federman is a CFP® and holds a Series 65 license, with 18 years of experience in the financial advisory industry. He has worked at EP Wealth Advisors since 2021 and previously spent five years at NewFocus Financial Group, LLC. 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.

Alfonso Rodriguez Arriaga is a CFA® charterholder currently with EP Wealth Advisors in Torrance, CA, where he has worked since 2023. He has four years of industry experience, including prior roles at Tarbox Family Office, GC1 Ventures, and Wells Fargo. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans by 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 ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Mollie Privett is a CFP® professional at EP Wealth Advisors with four years of industry experience. She has held roles at several firms, including Beacon Pointe Advisors, Morton Wealth, Pure Financial Advisors, and Northwestern Mutual. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning. The firm employs a range of investment strategies, including fundamental, technical, and cyclical analysis, and provides additional services such as tax preparation and estate-document facilitation for eligible clients.

Patricia Parker is a financial advisor at EP Wealth Advisors with nine years of industry experience. She holds a Series 65 designation and previously worked at The Holben Group and Holben Hay Lake Balzer CPAs. Parker is also the managing partner of P3 Financial Services, where she occasionally performs financial consulting. 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, utilizing customized model portfolios and a variety of investment strategies.

Anna Vo is a CFP® professional affiliated with EP Wealth Advisors in Torrance, CA. She has been with EP Wealth Advisors since 2022 and has a background in mortgage lending with prior roles at Sprout Mortgage LLC and Secure One Capital Corporation. EP Wealth Advisors is a registered investment adviser that serves individual, corporate, and retirement plan clients with services including wealth management, financial planning, and ancillary offerings such as tax preparation and estate-document services. The firm employs a mix of fundamental, technical, and cyclical analysis to construct customized portfolios and provides ongoing monitoring, utilizing options, alternative investments, and third-party managers when appropriate.

Stephen Reiches is a financial advisor at EP Wealth Advisors with 19 years of industry experience. He holds a Series 65 designation and was previously with Rappaport Reiches Capital Management, LLC for 14 years. 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 utilizes customized model portfolios with a blend of fundamental, technical, and cyclical analysis and provides ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Ryan Collette is a financial advisor with EP Wealth Advisors in Torrance, CA, holding a Series 66 designation and 14 years of industry experience. He has previously worked at RWA Wealth Partners and Polaris Wealth Advisory Group, among other firms. 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, using customized model portfolios and a mix of fundamental, technical, and cyclical analysis.

Frank Patzke is a CFP® professional with 48 years of experience in the financial services industry. He has been with EP Wealth Advisors since 2019 and previously held roles at FP Financial Services, Inc. and LPL Financial. Outside of his advisory work, he is involved in a real estate rental business through FSKS Properties. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and a variety of investment strategies, including fundamental, technical, and cyclical analysis, and offers ancillary services such as tax preparation and estate-document preparation for eligible clients.

Madisen Karlson is a CFP® with five years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. Her prior roles include positions at Austin Private Wealth and The Vanguard Group. Karlson is also an adjunct faculty member at Idaho State University, where she teaches financial literacy and personal finance topics. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm constructs customized model portfolios utilizing fundamental, technical, and cyclical analysis, and provides additional services including tax preparation and estate-document assistance for qualified clients.

Jonathan Bacon is a CFP® and Series 65-registered advisor with eight years of industry experience. He has worked at EP Wealth Advisors since 2020 and previously spent five years at Harris Financial Advisors. Outside of his advisory role, he serves as treasurer and board member of the Financial Planning Association of Los Angeles. 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, using customized model portfolios and a combination of fundamental, technical, and cyclical analysis.

Joseph Lindley is a CFP® with eight years of industry experience, currently serving at EP Wealth Advisors. He has previously worked at firms including Morgan Stanley Smith Barney LLC, Edward Jones, and LPL Financial, among others. Lindley holds a Series 66 license and is based in Torrance, CA. 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, using a combination of fundamental, technical, and cyclical analysis in constructing customized portfolios.

Nicholas Hatfield is a CFP® with 12 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors since 2018. He previously worked at Rampart Wealth Advisors and Miceli Financial Planning. 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 wealth management, discretionary portfolio management, and financial planning, offering customized model portfolios and a variety of ancillary services such as tax preparation and estate-document preparation for clients meeting certain asset thresholds.