Connor Bernal is a financial advisor at EP Wealth Advisors with a Series 65 designation and one year of industry experience. Prior to joining EP Wealth Advisors, he worked at Magnit and LinkedIn. 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, alongside access to tax preparation and estate-document services for qualifying clients.

Adam Kulesza is a CFP® and ChFC® with 21 years of industry experience. He currently serves as a financial advisor at EP Wealth Advisors, having previously worked at Executive Wealth Management, Private Client Services, and other firms. Kulesza is also the owner of EWM Tax Solutions, a non-investment-related business. 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.

Paul Huddle is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has been with Independent Financial Group since 2010 and has additional experience running his own businesses in mortgage lending, construction consulting, and notary services. He also serves on the board of a local homeowners association. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, and plan sponsors with a range of investment advisory programs and financial planning services. The firm uses a combination of in-house and third-party models to tailor strategies across different risk profiles and offers both discretionary and non-discretionary solutions.

Diana Law is a CFP®-certified financial advisor with 16 years of industry experience. She is currently with Empower Advisory Group and has previously worked at GWFS Equities, Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, and Fidelity Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Jefferson Davenport is a CFA® charterholder with over 10 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2024, and previously spent nine years at CornerCap Investment Counsel. 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, managing approximately $35.57 billion in assets with a suitability-driven investment approach.

Alina Narr is a CFP® and holds a Series 65 license with nine years of industry experience. She has been with EP Wealth Advisors since 2015. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to develop and monitor portfolios and offers a range of services including discretionary portfolio management, financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Clinton Demming is a financial advisor at EP Wealth Advisors with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Foresters Equity Services and The Holben Group, LLC. Outside of investment advisory, he is involved in property management through The Holben Group. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm uses a suitability-driven process to develop and manage portfolios and offers a range of services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Ryan Krantz is a financial advisor with EP Wealth Advisors in Torrance, CA, holding a Series 65 credential and nine years of industry experience. He previously worked at The Insight Group, Inc. and Financial Insight Center before joining EP Wealth Advisors in 2020. Outside of advising, he has a long-standing role as a cashier at Old Mill Golf Course. 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 a combination of fundamental, technical, and cyclical analysis alongside a range of investment strategies.

Lucas Karasch is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at EP Wealth Advisors since 2018 and was previously employed by Ameriprise Financial Services, Inc. from 2014 to 2018. He serves on the investment committee for The Cambridge School. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven approach to portfolio management and financial planning, offering a range of services including discretionary management, retirement plan advisory, tax preparation, and estate-document facilitation.

Brian Wilde is a CFP® professional with 15 years of experience in the financial services industry. He has worked at EP Wealth Advisors since 2020 and previously held roles at Financial Insight Center, Oneamerica Securities, and America United Life. Wilde is based in Salt Lake City, UT, and holds Series 63 and Series 65 licenses. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm uses a suitability-driven process to manage portfolios and offers services including discretionary portfolio management, financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

John Keenan is a financial advisor with GWN Securities Inc. in Torrance, CA, holding Series 63 and Series 65 licenses and with 38 years of industry experience. He has been with GWN Securities since 2010 and also serves as Senior Vice President at Keenan & Associates, a firm he has been affiliated with since 1983. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm operates a large network of approximately 423 advisors and manages around $3.65 billion across more than 37,000 client accounts.

Andrew Thomas is a CFP® with 15 years of industry experience, currently serving as an advisor at EP Wealth Advisors since 2023. Prior to this, he operated Thomas Financial Advisors LLC for 13 years. Outside of his advisory work, Andrew is a managing member of a liquor store in Fort Collins, Colorado. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm uses a suitability-driven process to manage portfolios and offers a range of services including financial planning, retirement plan advisory, and ancillary tax and estate-document services.

Andrea Grumley is a CFP® professional with four years of industry experience. She has worked at EP Wealth Advisors since 2021 and previously was with Homewood Capital Management from 2018 to 2021. Prior to her advisory career, she was self-employed as an editor. 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, and ancillary services such as tax preparation and estate-document facilitation, using a suitability-driven process and a range of investment vehicles.

Conner Grzenia is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with EP Wealth Advisors and previously worked at Rappaport Reiches Capital Management and Cetera Investors. Before entering the financial sector, he worked in education and at Move and Store. 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, utilizing a suitability-driven process and a range of investment options.

Sean Cartin is a CFP® with 16 years of industry experience, currently serving as an advisor at EP Wealth Advisors in Torrance, CA. He has been with EP Wealth Advisors and its affiliated entities since 2013. EP Wealth Advisors serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans by providing wealth management, discretionary portfolio management, and financial planning services. The firm employs customized model portfolios and a range of analytical techniques, and offers ancillary services such as tax preparation and estate-document facilitation for qualifying clients.

Asanda Dlamini is a financial advisor with EP Wealth Advisors, holding a Series 65 credential and beginning their advisory career in 2021. Their prior experience includes roles at Sanlam Investments and Direct Axls, as well as a period as a homemaker. Dlamini is based in Walnut Creek, California. EP Wealth Advisors, LLC is an independent, fee-only 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, employing a suitability-driven process with a range of investment options.

John O’Toole Jr. is a financial advisor at EP Wealth Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Warren Financial Service for eight years before joining EP Wealth Advisors in 2022. 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.

Arlene Dimitian is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Kestra Advisory Services, LLC. She has worked at Kestra since 2019, following prior roles at Foresters Financial Service in Los Angeles. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes plan sponsors, institutional investors, and individuals. The firm offers a range of services from fiduciary consulting and plan design to asset management, supported by due diligence and multiple management platforms.

Jeffrey Burch is a financial advisor at EP Wealth Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cribstone Capital Management, Porticade Partners, and Man GLG. Jeffrey serves as a member of the investment committee for MaineHealth, providing investment guidance. 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, utilizing customized model portfolios with fundamental, technical, and cyclical analysis alongside a variety of investment strategies.

Conor Coogan is a CFP® professional with six years of industry experience, currently serving at EP Wealth Advisors in Torrance, CA. His work history includes roles at MML Investors Services and Baystate Financial (Mass Mutual). 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.