Jay Simmons is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with EP Wealth Advisors in Torrance, CA. Outside of his advisory role, Simmons is a co-manager of 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 offers wealth management, financial planning, and ancillary services, utilizing customized model portfolios and a range of investment strategies including fundamental and technical analysis.

Adam Hale is a CFP® and holds a Series 65 license with two years of industry experience. He has been with EP Wealth Advisors since 2023 and previously worked in roles outside the financial industry, including operating a gardening business. EP Wealth Advisors is a registered investment adviser serving individual, corporate, and retirement plan clients with services including wealth management, discretionary portfolio management, financial planning, and ancillary offerings such as tax preparation and estate-document preparation. The firm constructs customized portfolios using a combination of fundamental, technical, and cyclical analysis and manages ERISA plan services.

Stuart Campbell is a CFP® professional with four years of industry experience. He currently works at EP Wealth Advisors and previously held roles at Wacker Wealth Partners, NYLIFE Securities LLC, New York Life Insurance Company, and Shea Homes. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides customized wealth management, portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Gregory Wells is a CFP® professional with 16 years of experience, currently serving 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 registered investment adviser that serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios with ongoing monitoring and rebalancing through various analytical approaches and investment strategies.

Jeremy Mc Mullen is a CFP® and holds a Series 65 license, currently working at EP Wealth Advisors with three years of industry experience. He has prior experience at Foguth Wealth Management, truAdvice, and Foguth Financial Group. 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, utilizing a combination of fundamental, technical, and cyclical analyses along with options and alternative investments when appropriate.

Rahul Shah is a CFP® and Series 66 registered financial advisor with 24 years of industry experience. He has worked at EP Wealth Advisors since 2025 and previously spent 15 years at Peninsula Wealth LLC. Shah is based in Torrance, CA. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm customizes portfolios using fundamental, technical, and cyclical analysis and provides ancillary services such as tax preparation and estate-document access for qualifying clients.

Brady Jardine is a CFP® with 13 years of experience in financial advising. He is currently with EP Wealth Advisors and has worked there since 2020, following six years at Financial Insight Center and The Insight Group Insurance Agency. Outside of his advisory work, Jardine is president and owner of Double Top Outfitters, a hunting guide service. EP Wealth Advisors serves individuals, business 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 create customized portfolios and provides ancillary services including tax preparation and estate-document preparation for qualified clients.

Sara Gardner is a CFP® professional with 22 years of industry experience. She has been with EP Wealth Advisors since 2016 and previously worked at Elevated Planning, LLC. Gardner holds the Series 63 and Series 65 licenses. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, financial planning, and ancillary services including tax preparation and estate-document preparation, utilizing customized model portfolios and a range of investment strategies.

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 since 2022 and previously worked at Fox Pest Control and Brigham Young University. 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 model portfolios and a blend of fundamental, technical, and cyclical analysis.

Nathan Cutler is a financial advisor at EP Wealth Advisors with a Series 65 designation and four years of industry experience. His prior work includes roles at Utah Valley University and Casepak, Inc. Outside of advising, no additional business activities were reported. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning, using customized model portfolios and a range of investment strategies including fundamental, technical, and cyclical analysis.

Casey Ahrendsen is a financial advisor at EP Wealth Advisors with four years of industry experience. He holds the ChFC® designation and the Series 66 license. Prior to joining EP Wealth Advisors, he worked at Capital Group - American Funds Distributors, Inc. from 2021 to 2023. 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. Their investment approach includes customized model portfolios with monitoring and rebalancing, and they also provide ERISA plan services and access to alternative investments and private funds.

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 is currently with EP Wealth Advisors, where he has worked since 2025, following prior 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 provides wealth management, discretionary portfolio management, financial planning, and ancillary services including tax preparation and estate-document preparation for qualifying clients, employing a strategy that combines fundamental, technical, and cyclical analysis with access to alternative investments and third-party managers.

Todd Vaught is a CFP® with three years of industry experience and is currently affiliated with EP Wealth Advisors in Torrance, CA. He previously worked at Pathstone and Key Investment Services. 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 access for qualified clients. The firm uses a variety of investment strategies including fundamental, technical, and cyclical analysis, and manages ERISA plans with discretionary fiduciary services.

Kristina Ventura is a financial advisor at EP Wealth Advisors with 20 years of industry experience. She holds Series 65 and Series 66 designations. Prior to joining EP Wealth Advisors in 2025, she worked for Peninsula Wealth, LLC for 11 years. EP Wealth Advisors serves individual, corporate, and retirement plan clients with wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and a combination of fundamental, technical, and cyclical analysis, along with alternative investments and private fund recommendations when appropriate.

Andrew Kurtz is a financial advisor with EP Wealth Advisors in Torrance, CA. He holds a Series 65 designation and has six years of industry experience. Prior to joining EP Wealth Advisors, he worked at RKL Wealth Management LLC and RKL LLP. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm employs a blend of fundamental, technical, and cyclical analysis in portfolio construction and provides various ancillary services, including tax preparation and estate-document facilitation for qualifying clients.

John McGrath is a CFP® with 25 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors since 2009. Based in Torrance, CA, he holds Series 63 and Series 65 licenses. EP Wealth Advisors is a registered investment adviser providing wealth management, discretionary portfolio management, and financial planning services to individuals, corporate clients, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis to create customized model portfolios and offers ancillary services such as tax preparation and estate-document preparation for qualified clients.

Nicholas Carrillo is a financial advisor at Voya Financial Advisors, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and TOPA Diagnostics. Outside of finance, he works as a substitute yoga instructor at The Ritual in Westlake Village. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting through multiple program structures, emphasizing recommendation-based relationships over discretionary management.

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.