Rahul Shah is a CFP® and holds a Series 66 license with 23 years of industry experience. He has worked at EP Wealth Advisors, LLC since 2025 and previously spent 15 years at Peninsula Wealth LLC. Based in San Francisco, CA, he provides financial advisory services through EP Wealth Advisors. 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, using a suitability-driven investment process and a range of investment options.

Brady Jardine is a CFP®-credentialed financial advisor at EP Wealth Advisors with 13 years of industry experience. He has worked at EP Wealth Advisors and its predecessor entities since 2020, and previously at Financial Insight Center and The Insight Group Insurance Agency. Outside of advising, Jardine owns and operates a hunting outfitter business serving as president and guide. EP Wealth Advisors provides wealth management, discretionary portfolio management, and financial planning services to individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm utilizes customized model portfolios with a combination of fundamental, technical, and cyclical analysis, and offers ancillary services such as tax preparation and estate-document preparation for eligible clients.

Sara Gardner is a CFP® with 21 years of industry experience currently serving as a financial advisor at EP Wealth Advisors since 2016. She previously worked at Elevated Planning, LLC for one year. 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, utilizing a suitability-driven process with a range of investment options and third-party managers.

Michael Fink is a CFP® and Series 66 professional with four years of experience in financial advising. He currently works at Mariner Wealth Advisors and has previous experience at EP Wealth Advisors, Highmark Capital Management (Union Bank Private Bank), and U.S. Trust. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm uses customized portfolios supported by an internal team and third-party managers, and it offers integrated tax, accounting, and family office services uncommon among large advisory firms.

Hunter Brasher is a CFP® and holds a Series 65 license with two years of industry experience. He has been with EP Wealth Advisors in Salt Lake City since 2022. Prior to his advisory role, he worked at Fox Pest Control for three years and at BYU for three years. 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, financial planning, and ancillary services such as tax preparation and estate-document facilitation, using a suitability-driven process that incorporates various investment vehicles and third-party managers.

Nathan Cutler is a financial advisor at EP Wealth Advisors with a Series 65 credential and four years of industry experience. His prior work includes roles at Utah Valley University and Casepak, Inc. 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.

Casey Ahrendsen is a financial advisor at EP Wealth Advisors in Denver, CO, holding the ChFC® designation and Series 66 license with four years of industry experience. Prior to joining EP Wealth Advisors, Casey worked at Capital Group - American Funds Distributors, Inc. from 2021 to 2023. 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 investment process and offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services including tax preparation and estate-document facilitation.

Daniel Kerr is a CFP® with nine years of industry experience, currently serving at Cerity Partners LLC. He previously worked at Running Point Capital Advisors, Mission Wealth, and Moss Adams Wealth Advisors. Kerr volunteers as Director of Investments for the South Bay Police and Fire Memorial Foundation. Cerity Partners provides customized wealth management services to a national client base that includes individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection, incorporating proprietary quantitative screens alongside third-party managers and individual securities, and offers services such as financial planning, retirement plan consulting, tax planning, and access to alternative and private-market investments.

Richard Caw is a CFP® professional with 23 years of industry experience. He currently works at EP Wealth Advisors, LLC, where he has been employed since 2025. His prior experience includes roles at Better Money Decision and The Sherringon Group. 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 such as tax preparation and estate-document access for qualifying clients. Their investment approach includes customized model portfolios, ongoing monitoring, and the use of fundamental, technical, and cyclical analysis.

Todd Vaught is a CFP®-designated financial advisor at EP Wealth Advisors with three years of industry experience. His prior roles include positions at Pathstone and Key Investment Services. Outside of his advisory work, he has operated a vending business. 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 assistance. The firm employs a customized portfolio approach that integrates fundamental, technical, and cyclical analysis, along with access to alternative investments and third-party managers.

Kristina Ventura is a financial advisor at EP Wealth Advisors with 19 years of industry experience. She holds Series 65 and Series 66 credentials and previously worked at Peninsula Wealth, LLC for 11 years. Ventura is based in San Francisco, 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.

Andrew Kurtz is a financial advisor at EP Wealth Advisors with six years of industry experience. He holds a Series 65 designation and has worked at EP Wealth Advisors since 2023, following prior roles at RKL Wealth Management and RKL LLP. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by providing wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios with fundamental, technical, and cyclical analysis, and includes options such as short-term trading and alternative investments.

John McGrath is a CFP® professional with 24 years of industry experience, currently serving as an advisor at EP Wealth Advisors since 2009. He holds Series 63 and Series 65 licenses and is based in Valencia, CA. 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.

Aaron Dues is a CFP® professional with 10 years of industry experience. He has worked at Mariner Wealth Advisors since 2021 and previously spent five years at Kayne Anderson Rudnick Investment Management, LLC. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by both in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions uncommon for firms of its size.

Nathan Rogers is a financial advisor with EP Wealth Advisors in Torrance, CA, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Polaris Wealth Advisory Group, TD Ameritrade Investment Management, and Scottrade. Outside of advisory work, he teaches business law and business communications at Shasta College and supports corporate planning and oversight at a health and wellness center. EP Wealth Advisors is a registered investment adviser serving individual, corporate, and retirement plan clients. The firm offers wealth management, discretionary portfolio management, and financial planning services, employing customized model portfolios with a range of investment strategies and ongoing monitoring.

Brooke Wadsworth is a financial advisor at EP Wealth Advisors with five years of industry experience. She holds a Series 65 credential and has previously worked at Vantage Advisors, LLC and UHY Advisors MI, Inc. Outside of her advisory role, she is a member and shareholder of two real estate investment entities based in St. George, Utah. 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 and offers a range of services including discretionary portfolio management, financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Peter Fry is a CFP® professional with three years of industry experience, currently advising at EP Wealth Advisors in Vancouver, WA. His prior roles include positions at Kimsa Asset Management and START LLC. EP Wealth Advisors, LLC is an independent, fee-only 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 also provides discretionary management, financial planning, and ancillary services such as tax preparation and estate-document facilitation.

Peter Haroun is a CFP® with 16 years of industry experience, currently with Private Advisor Group, LLC. His prior roles include positions at LPL Financial LLC, Mariner Independent Advisor Network, LLC, and Wells Fargo, spanning over a decade. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a wide network of investment adviser representatives and access to multiple asset management platforms and analytical approaches.

James Nevers is a financial advisor at EP Wealth Advisors with 13 years of industry experience. He holds a Series 65 designation and previously worked at Soundmark Wealth Management, LLC, and served in the U.S. Army National Guard. 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 approach to portfolio management and financial planning, and offers services including tax preparation and estate-document facilitation.

Cole Allshouse is a financial advisor at EP Wealth Advisors with two years of industry experience. He holds a Series 65 designation and previously worked at Wacker Wealth Partners and Garcia Architecture + Design, where he spent 19 years. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans, offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients. The firm uses a combination of fundamental, technical, and cyclical analysis to construct and monitor customized portfolios, and it provides ERISA plan services and third-party manager recommendations.