Brock Nye is a financial advisor at EP Wealth Advisors with a Series 65 credential and one year of industry experience. Prior to joining EP Wealth Advisors, he held various roles including positions at Southern Virginia University and entrepreneurial ventures such as Nye's Tree Service. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm provides discretionary portfolio management and financial planning through a suitability-driven process, utilizing a range of investment vehicles and offering additional services including tax preparation and estate-document facilitation.

Patrick O'Hara is a CFP® professional with 28 years of industry experience. He is currently with EP Wealth Advisors, LLC, having joined the firm in 2024 after 11 years at Wacker Wealth Partners. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, using a suitability-driven investment process and engaging third-party managers when appropriate.

Abraham Israeli is a CFP®, CFA®, and Series 65-licensed financial advisor with eight years of industry experience. He is currently with Cerity Partners LLC and has prior experience at Running Point Capital Advisors, LLC, and Kennedy Wealth Management, LLC. He also operates as an independent insurance agent. Cerity Partners provides customized wealth management and related services to a national client base that includes individuals, families, business entities, charitable organizations, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens, offering a range of services including portfolio management, financial planning, tax planning, and access to alternative and private-market investments.

Christopher Estrada is a financial advisor at EP Wealth Advisors with 10 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Bank of America, Merrill, Liberty Wealth Management, and Foresters Financial Services. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm builds customized model portfolios and provides ongoing monitoring using fundamental, technical, and cyclical analysis, including alternative investments and private fund recommendations.

Jocelyn Lua is a financial advisor at Empower Advisory Group with four years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. for a total of seven years prior to joining Empower. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services through proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Daniel Weaver is a financial advisor at EP Wealth Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Private Client Services LLC and Executive Wealth Management, LLC. Outside of advising, he has served as president of an insurance agency. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charities, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document facilitation, employing a suitability-driven investment approach across various asset classes.

Joshua Land is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2022. His prior roles include positions at Creative Planning, LLC, Reilly Financial Advisors, LLC, and Signature Estate & Investment Advisors, LLC. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm provides discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, managing approximately $35.57 billion in assets with a suitability-driven investment approach.

Elizabeth Cady is a financial advisor at EP Wealth Advisors with 11 years of industry experience. She holds the CFP®, CFA®, and Series 63 designations and has been with EP Wealth Advisors since 2017. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, managing approximately $35.57 billion in assets.

Zachary Pidgeon is a CFP® professional with five years of experience in the financial services industry. He currently works at EP Wealth Advisors and has held prior roles at Cetera and CCR Wealth Management. Outside of his advisory work, he is also a registered representative for Empire Asset Management Group, 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, employing customized model portfolios and a range of investment strategies including fundamental, technical, and cyclical analysis.

Colton Peck is a CFP® professional with two years of industry experience, currently serving at EP Wealth Advisors in Torrance, CA. Prior to joining EP Wealth Advisors, he worked five years at Zions Bancorporation, N.A. He also has multiple years of experience working with Utah Valley University in various roles. 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, including tax preparation and estate-document preparation for qualified clients, while utilizing a combination of fundamental, technical, and cyclical analysis in their investment approach.

Amanda Skrivanich is a CFP® with 10 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. Her prior experience includes roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. EP Wealth Advisors, LLC is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, using a suitability-driven investment process across various asset classes.

Donna Woodruff is a CFP® and holds a Series 65 license, with eight years of industry experience. She has worked at EP Wealth Advisors since 2026 and previously spent nine years at Capital Insight Partners. Donna serves as President of the Financial Planners Association Arizona, a role focused on connecting financial planners and community members. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation.

Jonathan Deyoe is a financial advisor at EP Wealth Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously operated Deyoe Wealth Management, Inc. from 2002 to 2021. Outside of his advisory role, he is the founder and president of Mindful Money, a financial education business focused on writing, speaking, and workshops. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm provides discretionary portfolio management and financial planning through a suitability-driven process, incorporating a range of investment vehicles and offering additional services such as tax preparation and estate-document facilitation.

Carlos Bautista is a CFP®, ChFC®, and Series 66-licensed advisor with 24 years of industry experience. He has been with EP Wealth Advisors since 2020 and previously worked at MassMutual Life Insurance Co, Mass Mutual Investors Services, and MBSC Securities Corporation. He is based in Littleton, CO. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management and financial planning using a suitability-driven process, incorporating mutual funds, ETFs, equities, fixed income, and alternative investments, along with ancillary services such as tax preparation and estate-document facilitation.

Brian Waldner is a financial advisor at EP Wealth Advisors in Torrance, CA, holding the CFP®, CFA®, and Series 63 designations with nine years of industry experience. His prior roles include positions at Kahler Financial Group, Inc., Clarfeld Financial Advisors, LLC, and Natixis Investment Managers. EP Wealth Advisors serves high-net-worth individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm employs a combination of fundamental, technical, and cyclical analysis to construct customized model portfolios and provides ancillary services such as tax preparation and estate-document assistance for qualifying clients.

Akira Ogasawara is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing four years of industry experience. He is involved in several business ventures including managing Kamotty Financial Services, LLC, and acts as a referral contractor for Vanity Fair Media, Inc. dba Funding Suite, specializing in business loans. Additionally, he supports visa acquisition processes for Visa to America, Inc. through referrals and communication facilitation. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple program platforms. The firm serves individual investors, retirement plans, trusts, estates, charitable organizations, and businesses through a large network of advisors and integrated retirement plan solutions.

Angel Davis is a CFP®-certified financial advisor with three years of industry experience. Currently with EP Wealth Advisors, he previously worked at Focus Partners Wealth, Adero Partners, and Centaurus Financial. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios with a variety of investment approaches and provides ancillary services including tax preparation and estate-document preparation for qualifying clients.

Samuel Terminello is a CFP® certificant with eight years of industry experience. He currently works at EP Wealth Advisors and previously held roles at Peninsula Wealth, Facet Wealth, and The Vanguard Group, among others. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm offers customized wealth management, discretionary portfolio management, and financial planning services, utilizing a range of investment strategies including fundamental, technical, and cyclical analysis.

Tracie Southerland is a financial advisor at EP Wealth Advisors with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Opes Wealth Management, LLC and Opes Advisors, Inc. In addition to her advisory role, she is a mortgage advisor involved in originating mortgages. 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 with ongoing monitoring and employs a variety of investment strategies, including third-party manager recommendations and ERISA plan services.

Martin Rodriguez is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with EP Wealth Advisors and previously worked at LongView Asset Management, Wells Fargo Clearing, and Morgan Stanley. Before entering the financial industry, he spent time in retail and education sectors. 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 a combination of fundamental, technical, and cyclical analysis alongside alternative investment strategies.