Michelle James is a CFP® professional with recent experience at EP Wealth Advisors and prior roles at Charles Schwab and the Colorado Department of Homeland Security and Emergency Management. She has also worked in education and operated a small business, Mixing Bowl Cookie Dough, LLC. Michelle is currently based in Torrance, CA. EP Wealth Advisors is a registered investment adviser that 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 facilitation for eligible clients. The firm employs customized model portfolios and a variety of investment strategies, including fundamental, technical, and cyclical analysis, while providing ERISA plan services and third-party manager oversight.

Maxon Seckman is a financial advisor at EP Wealth Advisors in Torrance, CA, holding a Series 65 designation with three years of industry experience. Prior to joining EP Wealth Advisors in 2025, he worked at Criterion Capital Advisors LLC and Dell Technologies. EP Wealth Advisors serves individual, corporate, and retirement plan clients with wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm utilizes customized portfolios with a combination of fundamental, technical, and cyclical analysis, incorporating alternative investments and third-party manager recommendations.

Cristopher Moran is a CFP®, CFA®, and holds a Series 66 license with 22 years of industry experience. He has been with EP Wealth Advisors since 2008. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, high-net-worth clients, 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 process and a range of investment options.

David Lawrence is a financial advisor with EP Wealth Advisors in Torrance, CA, holding Series 66 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Executive Wealth Management, Dynamic Wealth Solutions, TD Ameritrade, and DWS Distributors. EP Wealth Advisors is a registered investment adviser serving individuals, 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.

Joey Katz is a financial advisor at EP Wealth Advisors with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley, E*Trade Securities, and TD Ameritrade. 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.

Jason Yamamoto is a CFP® professional at Independent Financial Group, LLC with 22 years of experience in the financial services industry. He has been with Independent Financial Group since 2016. Outside of his advisory role, he is involved in insurance sales and real estate as an agent and also provides notary and management consulting services. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, and plan sponsors with investment advisory programs, financial planning, and retirement plan services. The firm offers a range of discretionary and non-discretionary strategies through various platforms, combining in-house and third-party model portfolios.

Jordan Sisson is a financial advisor at EP Wealth Advisors with three years of industry experience. He holds a Series 65 designation and previously worked at Warren Financial Service & Associates, Inc. Before entering the financial industry, he spent four years working at PJ Ryan's Pub. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides customized model portfolios using a combination of fundamental, technical, and cyclical analysis, along with access to various investment strategies and ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Lauren Carbonel is a financial advisor with Citigroup Global Markets, holding a Series 66 license and one year of industry experience. Prior to joining Citigroup in 2021, she worked at South Bay Credit Union and Pacific Transportation Federal Credit Union. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including swap dealer and futures commission merchant activities.

Neal Thompson is a financial advisor with EP Wealth Advisors, holding a Series 66 designation and 19 years of industry experience. He has worked at firms including Harbour Investments, Thompson Wealth Management, and Cambridge Investment Research Advisors. Outside of advising, he is a managing partner of Rosewood Concepts LLC, a holding company for restaurants, and co-owns a restaurant currently being opened. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by providing wealth management, discretionary portfolio management, and financial planning services. The firm constructs customized model portfolios using a range of investment analyses and offers ancillary services such as tax preparation and estate-document facilitation for qualifying clients.

Stefan Gronvold is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Securities America Advisors and Investacorp Advisory Services. Outside of his advisory work, he serves as managing partner of PacificView Wealth Management and is involved as a successor trustee in his family's trust. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a broad range of portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing multiple program structures and technology tools to support client needs.

Jeffery Vandevoir is a financial advisor with EP Wealth Advisors in Torrance, CA, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior roles include positions at Charles Schwab Bank, Charles Schwab & Co., and TDAmeritrade. EP Wealth Advisors is a registered investment adviser serving individuals, corporations, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm constructs customized model portfolios using a mix of fundamental, technical, and cyclical analysis and also offers services such as tax preparation and estate-document preparation for qualified clients.

Lea Ann Knight is a CFP®-certified financial advisor with 19 years of industry experience, currently with EP Wealth Advisors in Torrance, CA. Her prior roles include positions at Better Money Decisions and North American Management. Outside of her advisory work, she serves as President of the Board for the Española Valley Humane Society and is a member of the finance committee for Reading Quest. She also reviews online financial planning courses for Kitces.com. EP Wealth Advisors serves individual, corporate, and retirement plan clients, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to build customized portfolios and provides additional services such as tax preparation and estate-document support for qualified clients.

Kenneth Cole is a CFP® with three years of industry experience, currently serving as a financial advisor at Mariner. Prior to joining Mariner, he worked at Northwestern Mutual Wealth Management Company and Edward Moyzes. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and integrated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, with a notable focus on tax and accounting integration uncommon among large advisory enterprises.

Todd Perry is a CFP® professional with 15 years of industry experience, currently serving as an advisor at EP Wealth Advisors since 2024. Prior to this, he held roles at Executive Wealth Management and Vintage Financial Services. He is also the treasurer of the Brighton Rotary Foundation. EP Wealth Advisors 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 manage portfolios using a range of investment vehicles and offers fiduciary ERISA services, tax preparation, and estate-document facilitation.

Andrew Szewc is a financial advisor at EP Wealth Advisors with a Series 65 credential and three years of industry experience. Prior to joining EP Wealth Advisors in 2024, he worked at Executive Wealth Management, Inc. and Fratarcangeli Wealth Management. He serves as a volunteer board member for the Hillsdale College Alumni Association, chairs the Alpha Tau Omega Fraternity Beta Kappa Chapter Alumni Board, and is treasurer of the Work Skills Foundation Board, where he assists with financial oversight. 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 discretionary portfolio management, financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Jay Simmons is a CFP® and holds a Series 65 license with two years of industry experience. He has been with EP Wealth Advisors since 2023. Outside of his advisory role, Simmons co-manages Cyrus Ridge Farm and serves as an adjunct professor teaching a Foundations of Financial Planning course at Southern Virginia College. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides customized wealth management and financial planning, utilizing a combination of fundamental, technical, and cyclical analysis, along with third-party manager recommendations and ERISA fiduciary services.

Adam Hale is a CFP® and holds a Series 65 license, currently serving as a financial advisor at EP Wealth Advisors with two years of industry experience. Prior to his advisory role, he worked in various fields including agriculture and retail, and operated a personal gardening business. EP Wealth Advisors is a registered investment adviser that serves 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 ongoing monitoring, rebalancing, and a range of ancillary services.

Stuart Campbell is a CFP® professional with three years of industry experience. He is currently with EP Wealth Advisors, having previously worked at Wacker Wealth Partners, NYLIFE Securities LLC, New York Life Insurance Company, and Shea Homes. 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.

Gregory Wells is a CFP® professional with 15 years of industry experience, currently serving as an advisor at EP Wealth Advisors since 2010. He holds Series 63 and Series 65 licenses and is based in Torrance, CA. 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 process and a range of investment options.

Jeremy Mc Mullen is a CFP® and holds a Series 65 license with three years of experience in the financial services industry. He is currently with EP Wealth Advisors and has prior experience at Foguth Wealth Management, truAdvice, and Foguth Financial Group, among others. 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 including tax preparation and estate-document facilitation, managing approximately $35.57 billion in assets with about 214 advisors.