Patrick Donovan is a financial advisor at EP Wealth Advisors with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Minot Wealth Management, JPMorgan Chase Bank, J.P. Morgan Securities, Credit Suisse Securities, and Banc of America Investment Services. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning, offering customized model portfolios with ongoing monitoring and rebalancing that incorporate fundamental, technical, and cyclical analysis.

Johnny Chuchen is a financial advisor at Integrated Wealth Concepts LLC with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including UBS Financial Services, Laurel Wealth Advisors, and Lehman Brothers Inc. He is also a managing partner at Ivernia Capital, LLC, where he advises clients on long-term wealth planning. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, family office, and retirement plan advisory services. The firm utilizes customized portfolios with mutual funds, ETFs, individual equities, and fixed income, combining an enterprise operating scale with various model and wrap options.

Austin Loveland is a financial advisor with EP Wealth Advisors in Torrance, CA, holding a Series 65 designation and four years of industry experience. He previously worked at Soltis Investment Advisors and SunWest Management. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and provides ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Ryan Caldwell is a CFP® professional with 17 years of industry experience. He has worked at EP Wealth Advisors since 2024 and previously spent 16 years at R.E. Wacker Associates, Inc. in Torrance, CA. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, 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 qualifying clients, utilizing customized model portfolios and various investment strategies.

Chase Payne is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and bringing nine years of industry experience. He previously worked at Wells Fargo Clearing, Golden State Wealth Management, LLC, and LPL Financial. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, providing both discretionary and non-discretionary strategies that include exposure to alternative and digital-asset products.

Linda Ginder is a CFP® professional with eight years of industry experience. She has worked at EP Wealth Advisors since 2018 and previously spent five years at SFMG Wealth Advisors. EP Wealth Advisors is a registered investment adviser serving 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, employing customized model portfolios and a variety of analytical approaches.

Michael Kruse is a CFP® professional with experience spanning multiple firms including Aspiriant, Hightower, and Transcend Wealth. He has worked in the financial advisory field since at least 2014 and joined Sequoia Financial Group, L.L.C. in 2025. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Nathan Larsen is a CFA® charterholder with one year of industry experience. He is currently an advisor at EP Wealth Advisors, where he has worked since 2025. Prior to this, he spent eight years at Executive Wealth Management. 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 offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation, utilizing customized model portfolios and a range of investment strategies.

Robert Thomas is a Series 66-credentialed financial advisor with 14 years of industry experience. He has been with GWN Securities Inc. since 2016. In addition to his advisory role, he works as an independent agent placing fixed annuities and insurance products aimed at providing guaranteed benefits to suitable clients. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning services. The firm employs a mix of sub-advisers and model-based allocations, incorporating tactical trading strategies in certain legacy programs.

Joseph Palumbo is a financial advisor at EP Wealth Advisors with 12 years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, RBC Capital Markets, and Wells Fargo Advisors. Outside of his advisory role, Palumbo serves on the board of directors for Kristin's Fund, a domestic violence awareness organization. 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, employing a mix of fundamental, technical, and cyclical analysis to build customized model portfolios.

James Fitzpatrick is a CFP® professional at EP Wealth Advisors with 35 years of industry experience. His background includes roles at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and WealthVest Marketing. He has been with EP Wealth Advisors since 2022. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides customized wealth management, discretionary portfolio management, and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis alongside access to alternative investments and third-party managers.

Julia Donnelly is a financial advisor with Empower Advisory Group in Long Beach, CA, holding Series 63 and Series 66 licenses and two years of industry experience. Her work history includes roles at Empower Financial Services, Comprehensive Advisor LLC, and Wells Fargo. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through point-in-time financial plans and managed account solutions.

Harlan Flint is a financial advisor with EP Wealth Advisors, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. Prior to joining EP Wealth Advisors in 2026, he spent 13 years at Longview Asset Management LLC. Flint is the sole owner and president of Sightline Ltd., a corporation established to hold a membership interest in Longview Asset Management LLC, which is not investment related. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by offering wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and provides ongoing monitoring, rebalancing, and third-party manager recommendations.

Teresa Velgara is a CFP® and holds a Series 65 license with 10 years of experience in the financial industry. She currently works at EP Wealth Advisors, where she has been since 2025, following prior roles at Rappaport Reiches Capital Management, AT Investment Advisers Inc., and Geneva Advisors. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, 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, using customized model portfolios and a range of analytical approaches.

David Tate is a financial advisor at EP Wealth Advisors with over 24 years of industry experience. He holds the ChFC® designation as well as Series 63 and 65 licenses. Prior to joining EP Wealth Advisors in 2020, he worked at Financial Insight Center and The Insight Group Insurance Agency for nine years, among other firms. Outside of his advisory role, Tate is involved as a health coach, supporting clients in healthy living. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans by providing wealth management, discretionary portfolio management, and financial planning. The firm utilizes customized model portfolios and a combination of fundamental, technical, and cyclical analysis, alongside third-party manager recommendations and ERISA plan services.

Donald Peebles Jr. is a Series 65-credentialed advisor at EP Wealth Advisors with over 14 years of industry experience. He previously worked at CornerCap Investment Counsel from 2012 to 2024 before joining EP Wealth Advisors. EP Wealth Advisors 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 preparation. The firm utilizes customized model portfolios and a blend of fundamental, technical, and cyclical analysis, incorporating alternatives and third-party manager recommendations when appropriate.

Abel Kan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and previously held roles at Health Net Insurance Company and Debtmerica, LLC. Kan is also involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach with third-party managers and digital platforms, managing regulatory assets of about $1.7 billion.

Keaton Leslie is a CFP® credentialed financial advisor with five years of industry experience, currently serving clients at EP Wealth Advisors. Prior to joining EP Wealth Advisors in 2025, he held roles at Infinitas, Raymond James Financial, and Bank of America, among others. Leslie is also the owner and founder of KJL Talent Solutions, a recruiting firm operating outside of his advisory career. EP Wealth Advisors is a registered investment adviser that provides wealth management, financial planning, and ancillary services to individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm employs a customized investment approach incorporating fundamental, technical, and cyclical analyses, and offers ERISA plan fiduciary services along with a range of portfolio management options.

Jasmine Bair is a financial advisor at EP Wealth Advisors with a Series 65 credential and one year of industry experience. Prior to joining EP Wealth Advisors, she worked at LongView Asset Management and has held positions with the USDA Forest Service, among other roles. She owns a financial literacy education business, Keeping Finance Personal, which offers free and low-cost online workshops on budgeting, spending, and debt repayment. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, providing wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and a variety of investment strategies, alongside ancillary services such as tax preparation and estate-document preparation for clients meeting certain asset thresholds.

Orlino David is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has one year of industry experience and has previously been involved with Inheritguard, LLC and Wfgia. Outside of finance, he has worked in accounting and finance management for Torrance Unified School District since 2000 and served in the United States Marine Corps for 29 years. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides a variety of investment programs including proprietary model portfolios and access to third-party money managers, with both discretionary and non-discretionary management options.