Ryan Metzger is a financial advisor with GWN Securities Inc. in Torrance, CA, holding a Series 66 credential and bringing 13 years of industry experience. He has been with GWN Securities since 2014. Outside of his advisory role, Metzger is a managing partner in a thoroughbred horse ownership and breeding partnership and consults on blue-collar projects through a property management company. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning services. The firm employs a portfolio management approach using affiliated and unaffiliated sub-advisers with model-based allocations and incorporates market-timing and momentum-based strategies in some legacy programs.

Norman Mcgill is a CFP® and Series 65 licensed financial advisor with 12 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2024. His prior experience includes roles at Wacker Wealth Partners, Parkside Advisors LLC, and Grubman Wealth Management. EP Wealth Advisors, LLC is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm uses a suitability-driven process to create and manage portfolios with a range of investment options and offers additional services such as tax preparation and estate-document facilitation.

Joseph Brooks is a financial advisor at EP Wealth Advisors with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for NBS Financial from 2002 to 2025. EP Wealth Advisors serves individuals, high-net-worth clients, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning, utilizing customized model portfolios with fundamental, technical, and cyclical analysis, and offers additional services including tax preparation and estate-document assistance for qualifying clients.

Clint Camua Sr. is a CFP® professional with 27 years of experience in financial advising, currently serving at EP Wealth Advisors since 2007. He holds Series 63 and Series 65 licenses and is based in Torrance, CA. 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.

Zachary Messina is a financial advisor at EP Wealth Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Executive Wealth Management and Private Client Services. Outside of his advisory role, he owns a tax preparation service, EWM Tax Solutions, and serves as a director and part owner of EWM Capital. 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 investment process and offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services including tax preparation and estate-document facilitation.

Robert Condon is a financial advisor at Valic Financial Advisors with 32 years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Valic Financial Advisors in 2021, he worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2017 to 2019. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services. The firm utilizes discretionary unified managed accounts and centralized technology to support its nationwide network of over 1,200 advisors.

Matthew Wilson is a CFP® and holds a Series 66 license with 23 years of industry experience. He is currently an advisor at EP Wealth Advisors, where he has worked since 2024, following a 16-year tenure at R. E. Wacker Associates, Inc. based in San Luis Obispo, CA. 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, employing a suitability-driven process and utilizing a range of investment vehicles including mutual funds, ETFs, equities, fixed income, and alternatives.

Ryan Serrecchia is a CFP® professional with 21 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, charitable organizations, corporations, trusts, and retirement plans. The firm uses a suitability-driven process to develop and manage portfolios, offering discretionary management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation.

Avetis Yetenekyan is a financial advisor with EP Wealth Advisors in Torrance, CA, holding CFP®, CFA®, and Series 65 designations and five years of industry experience. He has worked at EP Wealth Advisors since 2020 and previously was associated with Stonnington Group LLC and Maxwell Noll Investment Advisors. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services alongside ancillary offerings such as tax preparation and estate-document preparation. The firm uses customized model portfolios and a combination of fundamental, technical, and cyclical analysis, including alternative investments and private fund recommendations.

Brett Panziera is a CFP® professional with 13 years of industry experience. He has worked at EP Wealth Advisors since 2017 and previously spent four years at MetLife Securities Inc. EP Wealth Advisors 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 for qualified clients, utilizing customized model portfolios and a range of investment strategies.

Shari Reiches is a financial advisor with EP Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining EP Wealth Advisors in 2025, she spent 20 years at Rappaport Reiches Capital Management, LLC. Outside of her advisory work, Reiches serves as Co-Chair of the Finance and Budget Committee for the City of Evanston, Illinois, and is Secretary to the Board and a trustee for the Jewish United Fund of Metropolitan Chicago. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm constructs customized model portfolios and provides ongoing monitoring, incorporating a range of investment strategies including fundamental, technical, and cyclical analysis.

Benjamin Richter is a CFP® with three years of industry experience, currently advising at EP Wealth Advisors. Prior to joining EP Wealth Advisors, he worked at Rappaport Reiches Capital Management and held multiple roles at PepsiCo over six years. 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.

Mark Rich is a CFP® professional with 10 years of industry experience. He is currently with EP Wealth Advisors and previously worked at Gather Financial Planning, Inc. He also holds a senior consultant role at Towers Watson & Co., a risk management and human resource consulting firm. 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.

Ross Allen is a CFP® professional with nine years of industry experience. He is currently with EP Wealth Advisors and has previously worked at LPL Financial, Commonwealth Financial Network, and several other financial services firms. 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 additional services such as tax preparation and estate-document facilitation.

Rhea Ravindran is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. She currently works at EP Wealth Advisors, having joined the firm in 2025, and previously spent eight years at Rappaport Reiches Capital Management. Outside of financial advising, she has been involved with Weight Watchers since 2015 and has maintained a self-employed business since 2014. 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 to manage portfolios, offering discretionary management, financial planning, retirement plan advisory, and ancillary services including tax preparation and estate-document facilitation.

Rick Bryan is a CFP®-certified financial advisor with 19 years of industry experience. He has worked at EP Wealth Advisors since 2019 and previously spent 13 years at Conlon & Dart LLC. 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 team of 214 advisors.

Eduardo Ramirez is a CFP® and Series 65-registered advisor with eight years of industry experience. He currently works at EP Wealth Advisors, having been with the firm since 2024, and previously spent seven years at Mariner Wealth Advisors. EP Wealth Advisors is a registered investment adviser serving individuals, 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, using a blend of fundamental, technical, and cyclical analysis alongside alternative investment recommendations.

Todd Flynn is a CFP® and Series 65 professional with 23 years of experience in the financial advisory industry. He has worked at EP Wealth Advisors since 2021 and previously spent 13 years at Soundmark Wealth Management, LLC. He is based in Seattle, WA. 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, employing a suitability-driven process and offering access to third-party managers and fiduciary ERISA services.

Robert Priola is a financial advisor with EP Wealth Advisors, holding Series 65 and Series 66 licenses and four years of industry experience. He previously worked at Wacker Wealth Partners for eight years before joining EP Wealth Advisors. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm employs a mix of fundamental, technical, and cyclical analysis to construct customized model portfolios and provides additional services such as tax preparation and estate-document preparation for qualified clients.

Derek Holman is a financial advisor at EP Wealth Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with EP Wealth Advisors since 2005. 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.