Nicholas Burton is a Series 65-licensed financial advisor at EP Wealth Advisors with one year of industry experience. His prior work includes roles at Camelback Strategy Group and Scion, as well as positions in academic settings at Texas Tech University. 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 customized model portfolios and a combination of fundamental, technical, and cyclical analysis, alongside alternative investment options and third-party manager recommendations.

Tyson Tate is a financial advisor with EP Wealth Advisors in Torrance, CA, holding a Series 65 designation and three years of industry experience. Prior to joining EP Wealth Advisors, he worked at Costco Wholesale and Brick Oven Restaurants. 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 fundamental, technical, and cyclical analysis and provides ancillary services such as tax preparation and estate-document preparation for qualified clients.

Carlos Vasquez is a financial advisor with Principal Financial Services in Torrance, CA, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Princor Financial Services Corporation and Principal Life Insurance Company since 2007. In addition to his advisory role, he serves as a bank/trust officer supporting Principal retirement plan account relationships across insurance, broker-dealer, and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Stephen Lalli is a financial advisor with PlanMember Securities Corporation based in Carpinteria, CA, holding a Series 63 designation and over 30 years of industry experience. He has worked at PlanMember Securities Corporation since 2006 and previously spent nine years at Surety Investment Services. In addition to his advisory role, he serves as an agent selling supplemental insurance and life insurance products. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services including personalized retirement planning and separation counseling.

Andrew Talley is a financial advisor with EP Wealth Advisors in San Diego, CA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company. Before entering the financial industry, he worked at Rantec Power Systems and Purlieu Landscape Design + Build. 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 and financial planning through a suitability-driven process, employing a range of investment vehicles and third-party managers, while providing additional services such as tax preparation and estate-document facilitation.

Ryan Munroe is a CFP® professional with 12 years of experience in the financial services industry. He has worked at several firms including Creative Planning, Reilly Financial Advisors, Versant Capital Management, JPMorgan Securities, Janus, and TIAA-CREF. He is currently with Creative Planning in San Diego, CA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Jeffrey Holben is a financial advisor at EP Wealth Advisors with 19 years of industry experience. He holds a Series 65 designation and previously led The Holben Group, LLC for nearly two decades. Outside of his advisory role, he manages ranching and property management businesses. EP Wealth Advisors is a fee-only independent firm serving individuals, charities, corporations, trusts, and retirement plans with discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document facilitation. The firm employs a suitability-driven process and offers a range of investment options, fiduciary ERISA services, and participant education for defined contribution plans.

Austin Seifert is a CFP®-credentialed financial advisor with five years of industry experience. He is currently with EP Wealth Advisors and has previously worked at Thompson Wealth Management, Harbour Investments, Beacon Pointe Advisors, and Transform Wealth. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, financial planning, and ancillary services, utilizing customized portfolios and a mix of fundamental, technical, and cyclical analysis.

Diego Conejo is a financial advisor with Transamerica Financial Advisors, holding Series 63, 65, and 66 licenses and over 14 years of industry experience. He has been with Transamerica since 2019 and also operates several small businesses, including a handmade candle company and an online used book and office supply store. In addition, he provides bookkeeping services for retail shops and markets various insurance products. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services. The firm employs proprietary and third-party model portfolios, with discretionary and non-discretionary program options, and supports retirement plan clients through affiliated entities.

Travis Mceuen is a CFP® professional with nine years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2024, following prior roles at Financial Engines Advisors L.L.C. and Herrmann & Cooke. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualified clients. The firm employs a customized investment approach utilizing fundamental, technical, and cyclical analysis, alongside options and alternative investments when suitable.

Allan Horner is a financial advisor at EP Wealth Advisors with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Criterion Capital Advisors and Wells Fargo Advisors Financial Network. 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 roughly $35.57 billion in assets across approximately 14,094 clients.

Steven Jackson Jr. is a CFP® with 19 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2013. He is a member of the board of directors for the Estate Planning Council of San Gabriel Valley. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, and charitable organizations, with a focus on fiduciary standards and a variety of specialized financial planning and wealth management programs.

Tyler Polson is a CFP® professional with 23 years of experience in the financial industry. He currently works at &PARTNERS, having joined the firm in 2025 after eight years at Wells Fargo Advisors and eight years at Bank of America. He serves on the investment committee for the South Coast Botanic Garden Board. &PARTNERS serves a diverse range of clients including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, employing a combination of proprietary and third-party strategies across fundamental, technical, and quantitative analysis.

Derrick Garcia is a financial advisor at EP Wealth Advisors with two years of industry experience. He holds a Series 65 designation and has worked previously at Litman Gregory Wealth Management and the University of Redlands. EP Wealth Advisors 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.

Erin Voisin is a CFP®, ChFC®, and holds a Series 66 license with 13 years of industry experience. She has worked exclusively at EP Wealth Advisors since 2016 in various capacities. Outside of her advisory role, she is involved with the CFP Board’s WIN Council, focusing on the promotion and advancement of women in financial services. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans with customized wealth management and financial planning. The firm combines fundamental, technical, and cyclical analysis in portfolio management and offers additional services such as tax preparation and estate-document preparation for qualified clients.

Richard Bean is a CFA® charterholder with over 30 years of industry experience. He is currently with EP Wealth Advisors, LLC and has previously worked at CornerCap Investment Counsel. EP Wealth Advisors, LLC 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, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, employing a suitability-driven process and a range of investment vehicles.

Christopher Toro is a financial advisor at EP Wealth Advisors with four years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Hennion & Walsh Inc. Prior to his advisory career, he held positions at several other companies including Costco and Mphasis Tech. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and provides additional services such as tax preparation and estate-document assistance for qualifying clients.

Rita Reggio is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and bringing 36 years of industry experience. She has been with PlanMember since 2002 and also works as a substitute teacher in the Long Beach Unified School District. Additionally, she is licensed to sell life, disability, and long-term care insurance. PlanMember provides retirement-plan advisory services to employers and participants, acting as a fiduciary for many plans and offering a range of risk-based mutual fund portfolios. The firm emphasizes education and support for plan sponsors and participants through seminars, personalized planning, and a strategic asset allocation investment process.

Michael Barber is a financial advisor with EP Wealth Advisors holding a Series 65 credential and six years of industry experience. His prior work includes roles at Executive Wealth Management and Private Client Services. Outside of advisory work, he is a member of MRB Professional Services, a tax and accounting firm. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm employs a customized investment approach combining fundamental, technical, and cyclical analysis, and provides additional services such as tax preparation and estate-document support for qualifying clients.

Philip Baker is a CFP® professional at EP Wealth Advisors with one year of industry experience. He previously worked at CornerCap Wealth Advisors and Yeomans Consulting Group. 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 and financial planning, using a suitability-driven process that incorporates mutual funds, ETFs, equities, fixed income, and alternative investments.