G. Bradley Owen is a CFP® with 19 years of industry experience currently serving at EP Wealth Advisors since 2018. Prior to this, he worked at Donnelly Wealth Advisors Inc. for 12 years. He holds a Series 63 license and is based in San Diego, CA. 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 with a suitability-driven investment approach.

Bret Miller is a CFP® professional with four years of industry experience, currently serving at EP Wealth Advisors in Torrance, CA. His prior roles include positions at Buckingham Advisors and the United States Air Force. 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, using customized model portfolios and a variety of analytical approaches to investment management.

Christopher Hopkins is a financial advisor at EP Wealth Advisors with 22 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining EP Wealth Advisors in 2024, he held roles at Executive Wealth Management, Private Client Services, TD Ameritrade, Scottrade, and Capital Financial Services. Outside of investment advising, he is involved in tax preparation services through Executive Wealth Management Tax Solutions, where he assists with individual and business tax returns. EP Wealth Advisors 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.

Tyler Lang is a Series 65-licensed financial advisor at EP Wealth Advisors with 18 years of industry experience. He previously worked for Buffington Mohr McNeal for 19 years before joining EP Wealth Advisors in 2025. Based in Boise, ID, he provides advisory services within an enterprise firm of 214 advisors. 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, utilizing a suitability-driven process and a range of investment options.

Adam Fein is a financial advisor at EP Wealth Advisors with 11 years of industry experience. He holds the Series 66 designation and has worked previously at RBC Capital Markets and Wells Fargo Advisors. Fein is based in San Diego, CA. EP Wealth Advisors 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, using a suitability-driven process and a range of investment options.

Shawn Finley is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2014. Based in Torrance, CA, he holds a Series 66 license and has experience in annuities and insurance products as part of his broader financial advisory work. 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 manages approximately $3.65 billion across more than 37,000 accounts, providing a range of investment strategies including traditional asset allocation and legacy market-timing approaches.

Derek Finley is a financial advisor with GWN Securities Inc. in Torrance, CA, holding a Series 66 credential and bringing 11 years of industry experience. He has been with GWN Securities since 2015. Outside of his financial advisory role, he also works as a restaurant server. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm employs a combination of affiliated and unaffiliated sub-advisers and uses market-timing and momentum-based strategies in certain legacy programs.

Megan Carden is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. She previously worked at Wacker Wealth Partners for nine years before joining EP Wealth Advisors in 2024. 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 additional services including tax preparation and estate-document facilitation.

Thomas Kyle is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with EP Wealth Advisors and previously worked at Benefit Financial Services Group, LPL Financial, Simpsons Premium LTD, and has held roles outside the financial industry including at Concordia University Irvine and the UK Government's Department of International Trade. 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 and a range of investment strategies, including fundamental, technical, and cyclical analysis, while providing ancillary services such as tax preparation and estate-document support for qualifying clients.

Kevin Oreilly is a CFP® and holds a Series 65 license with 17 years of experience in financial advising. He has been with Foothills Financial Planning And Wealth Management Inc. since 2008. Oreilly is based in Torrance, CA and is currently affiliated with EP Wealth Advisors. 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, managing approximately $35.57 billion in assets across 214 advisors.

Julee Sarto is a financial advisor with EP Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Executive Wealth Management, Private Client Services, and Cetera. She serves as secretary of Safe Harbor Credit Union and is a board member of the Rotary Club of Ludington. 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.

Seiko Kuribayashi is a financial advisor at Independent Financial Group, LLC, holding a Series 66 designation with industry experience beginning in 2022. Prior to joining Independent Financial Group in 2026, she worked at Sumitomo Mitsui Banking Corporation from 2014 to 2022. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services through multiple platforms, combining in-house and third-party model portfolios while operating as both a registered investment adviser and active broker-dealer.

Jack Curran is a financial advisor at EP Wealth Advisors with seven 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 2021. 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. The firm employs a mix of fundamental, technical, and cyclical analysis to construct customized portfolios, and provides ongoing monitoring and rebalancing, including recommendations of third-party managers and ERISA plan services.

Laura Knolle is a CFP® professional with 17 years of experience in financial advising. She has been with EP Wealth Advisors since 2016. 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, employing a suitability-driven process and a range of investment options.

Mark Duvall is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. His prior experience includes eight years at Opes Wealth Management and over a decade with Opes Advisors and its related divisions. 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 and a variety of investment strategies including fundamental, technical, and cyclical analysis.

Hiroto Hayashi is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2014. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including derivatives and futures services.

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 was previously with City National Bank from 2011 to 2019. He is based in Torrance, CA. 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.

Brooke Bodner is a financial advisor at Private Advisor Group, LLC with 12 years of industry experience. She holds a Series 66 designation and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Brooke is currently affiliated with LPL Financial. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through both discretionary and non-discretionary programs. The firm provides access to multiple asset managers and model portfolios supported by major strategists such as Fidelity, BlackRock, and Goldman Sachs.

Scott Freeman is a Certified Financial Planner (CFP®) with 18 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2025. His previous experience includes seven years at Criterion Capital Advisors LLC and three years at Wells Fargo Advisors. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by providing wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualified clients. The firm uses customized model portfolios and a range of analytical approaches, including fundamental, technical, and cyclical analysis, and offers ERISA plan fiduciary services.

Anthony George is a financial advisor with D.A. Davidson & Co., holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with D.A. Davidson since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers fiduciary-standard advisory services, comprehensive financial planning, and specialized wealth management programs, with a distinctive involvement in municipal advisory and underwriting activities.