Peyton Ewing is a financial advisor at EP Wealth Advisors in Torrance, CA, holding a Series 65 credential. Ewing has been with EP Wealth Advisors since 2025 and has prior experience at West Coast Fire and Water, the City of Ukiah, and Aqua Products. EP Wealth Advisors serves individuals, corporate 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 model portfolios and provides additional services such as tax preparation and estate-document facilitation for qualifying clients.

Daniel Federman is a CFP® and Series 65 licensed advisor at EP Wealth Advisors with 18 years of industry experience. 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 and business clients, and retirement plans with wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate document preparation for qualified clients. The firm employs customized model portfolios and ongoing monitoring, using a combination of fundamental, technical, and cyclical analysis, and may include short-term trading, options, alternative investments, and private fund recommendations.

Janet Duong is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. She previously worked at Churchill Management Group for six years and Pinnacle Claims Management for two years. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that combines fundamental and quantitative analysis with third-party managers and various investment strategies.

Canaan Penland is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2018. Prior to that, he was associated with Horter Investment Management and has been involved with Greenline Associates since 2013, where he acts as an agent focusing on retirement income planning and insurance-related products. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model and separately managed accounts.

Phu Phan is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at infinex Investments, Inc. since 2016 and California National Bank since 2004. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory and financial planning services through a large network of investment adviser representatives and features a hybrid adviser/broker-dealer structure with access to alternative investments and lending solutions.

Alfonso Rodriguez Arriaga is a CFA® charterholder with four years of industry experience. He is currently with EP Wealth Advisors in Torrance, CA, where he has worked since 2023. His prior experience includes roles at Tarbox Family Office, GC1 Ventures, Wells Fargo, and Bank of America. EP Wealth Advisors serves individual, corporate, and retirement plan clients, offering wealth 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, including ERISA plan services and access to alternative investments.

Ru Bai is a CFP®-certified financial advisor with six years of industry experience, currently with Independent Financial Group, LLC. Prior to joining Independent Financial Group in 2020, Ru Bai worked at Capital Financial Consultants Group Inc, Equity Services, Inc., True Path Financial, and Leyard American Corporation. Outside of financial advising, Ru Bai is involved in forming a CPA firm focused on bookkeeping and tax services for individuals and small businesses, where he manages marketing and client introductions. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, with services including brokerage, portfolio management, financial planning, and retirement plan solutions.

Richard Mccallister is a CFP® professional with 33 years of experience in the financial services industry. He is currently affiliated with PlanMember Securities Corporation and leads Palos Verdes Practice Management, Inc., a firm focused on managing financial practices. He also serves as an insurance agent for McCallister Financial Group, where he handles fixed annuities and life insurance products. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education and support services to plan sponsors and participants.

Mollie Privett is a CFP® professional with four years of industry experience, currently serving at EP Wealth Advisors. She has previously worked at Beacon Pointe Advisors, Morton Wealth, Pure Financial Advisors, and Northwestern Mutual. 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, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients, employing a range of investment strategies including fundamental, technical, and cyclical analysis.

Patricia Parker is a financial advisor at EP Wealth Advisors in Torrance, CA, holding a Series 65 license with nine years of industry experience. Her prior roles include positions at The Holben Group and Holben Hay Lake Balzer CPAs. She is also the managing partner of P3 Financial Services, where she occasionally performs financial consulting work outside of her firm responsibilities. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios with a range of investment strategies and provides ancillary services such as tax preparation and estate-document support for qualified clients.

Anna Vo is a CFP® professional with EP Wealth Advisors and has been with the firm since 2022. Prior to joining EP Wealth Advisors, she worked in the mortgage lending industry at firms including Sprout Mortgage LLC and Stearns Lending LLC. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process for portfolio management and offers a range of services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Stephen Reiches is a financial advisor at EP Wealth Advisors with 19 years of industry experience. He holds a Series 65 designation and previously worked at Rappaport Reiches Capital Management, LLC for 14 years. 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.

Ryan Collette is a financial advisor with EP Wealth Advisors in Torrance, CA, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at RWA Wealth Partners, Polaris Wealth Advisory Group, and Polaris Greystone Financial Group. 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 qualifying clients. The firm uses customized model portfolios and a blend of analytical approaches, including fundamental, technical, and cyclical analysis, while also offering services related to ERISA plan management and private fund recommendations.

Frank Patzke is a CFP®-certified financial advisor with 47 years of industry experience. He has been with EP Wealth Advisors since 2019 and previously worked at FP Financial Services, Inc. and LPL Financial, LLC. Outside of his advisory work, he is involved with FSKS Properties, a real estate rental business. 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.

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, The Real Wealth Collective, and The Vanguard Group. In addition to her advisory work, she serves as an adjunct faculty member at Idaho State University, teaching financial literacy and related topics. EP Wealth Advisors is a registered investment adviser that serves individual, corporate, and retirement plan clients with customized wealth management, discretionary portfolio management, and financial planning services. The firm employs a mix of fundamental, technical, and cyclical analysis and offers ancillary services including tax preparation and estate-document preparation for qualified clients.

Jonathan Bacon is a CFP® with seven years of industry experience, currently serving as a financial advisor at EP Wealth Advisors since 2020. He previously worked at Harris Financial Advisors from 2015 to 2020. Outside of his advisory role, Jonathan serves as treasurer and board member for the Financial Planning Association of Los Angeles. 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, employing a suitability-driven process and a range of investment vehicles.

Joseph Lindley is a CFP® with eight years of experience in financial advising, currently with EP Wealth Advisors. His prior roles include positions at Ses LLC, Seia LLC, Royal Alliance Associates, and Morgan Stanley among others. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans by providing wealth management, discretionary portfolio management, and financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized model portfolios and offers ancillary services including tax preparation and estate-document preparation for qualifying clients.

Nicholas Hatfield is a CFP® and Series 65-licensed financial advisor at EP Wealth Advisors with 11 years of industry experience. He has worked at EP Wealth Advisors since 2018 and previously at Rampart Wealth Advisors and Miceli Financial Planning. 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, using a suitability-driven process and a range of investment vehicles including mutual funds, ETFs, equities, fixed income, and alternative investments.

Kathy Gardner is a financial advisor with Transamerica Financial Advisors in Torrance, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and has a background in real estate brokerage dating back to 1993. Gardner is also involved in property management through ownership and management roles in multiple LLCs. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations. The firm offers a mix of advisory and broker-dealer services with access to proprietary and third-party model portfolios, providing both discretionary and non-discretionary investment options.

Dierra Bean is a financial advisor with Transamerica Financial Advisors in Torrance, CA, holding Series 63 and Series 65 credentials and 23 years of industry experience. She has held various roles outside of traditional advisory work, including managing short-term rental leases, working as a Medicare representative, and providing supplemental health insurance benefits through Champion Health, Inc. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios alongside commission-based insurance and brokerage products.