Chad Parker is a CFP® and ChFC® with 25 years of industry experience. He has been with EP Wealth Advisors since 2024 and previously led Parker Advisory Group for 15 years. Outside of his advisory work, he is involved in managing investment-related activities through several entities, including real estate investing. 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, offering a range of services including discretionary management, retirement plan advisory, tax preparation, and estate-document facilitation.

Kristyn Gibson is a CFP® professional at EP Wealth Advisors with nine years of industry experience. She previously worked at Rappaport Reiches Capital Management, LLC for eight years before joining EP Wealth Advisors in 2025. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm offers customized wealth management, discretionary portfolio management, and financial planning services, combining fundamental, technical, and cyclical analysis with access to alternative investments and third-party managers.

Robert Peterson is a Series 65-licensed financial advisor with nine years of industry experience. He currently works at Focus Partners Wealth, LLC and has been associated with Churchill Management since 2004. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Michael Simon is a CFA® charterholder with 26 years of industry experience. He currently serves as an advisor at EP Wealth Advisors, LLC and was previously with Alpha Mark, LLC for 26 years. Outside of his advisory role, he owns Dispenser Man, LLC, a company that creates and sells home art fixtures and offers a rental service of hyperbaric chambers, and he is involved in other non-investment business ventures including medical assisted weight loss and charter services. 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, using a suitability-driven process and a range of investment vehicles including mutual funds, ETFs, equities, fixed income, and alternatives.

Michael Mcginley is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of industry experience. He has worked at EP Wealth Advisors since 2020 and was previously with Providus Advisors, LLC for seven years. 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, financial planning, and ancillary services such as tax preparation and estate-document preparation for eligible clients, using customized model portfolios and a variety of analytical approaches.

Rachel Seaton is a financial advisor at EP Wealth Advisors with CFP®, ChFC®, and Series 66 credentials and four years of industry experience. She has worked at several firms, including Valeo Financial Advisors, Crewe Advisors, Charles Schwab & Co., Inc., and TD Ameritrade. Seaton holds a silent ownership position in Dauntless Financial, a family office trust administration company. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans by providing wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm employs customized model portfolios with fundamental, technical, and cyclical analysis, and it offers a range of services including ERISA plan management and private fund recommendations.

Douglas Jones is a CFP® with 14 years of industry experience, currently serving at EP Wealth Advisors. His prior roles include positions at Riley Private Client LLC, Charles Schwab, and Neuberger Berman LLC. 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 Conway is a financial advisor at EP Wealth Advisors with 21 years of industry experience. He holds a Series 66 designation and previously worked at Sloan Investment Management, L.L.C. for 17 years before joining EP Wealth Advisors in 2024. 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, employing a suitability-driven process that includes the use of mutual funds, ETFs, equities, fixed income, and alternative investments.

James Plaskey Jr. is a CFP® professional with 12 years of industry experience, currently serving as an advisor at EP Wealth Advisors. His prior roles include positions at Executive Wealth Management, Private Client Services LLC, and INVEST Financial Corp. He serves on the boards of the Alzheimer's Association Michigan Great Lakes, the Brighton Chamber of Commerce, and a nonprofit supporting Alzheimer's care, and works as a Certified Divorce Financial Analyst through Balanced Divorce Solutions. 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 for portfolio management and financial planning, offering additional services such as tax preparation and estate-document facilitation to select clients.

Ricardo Gonzalez is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. He has worked at EP Wealth Advisors since 2026 and previously held positions at Bank of America, Merrill, DoubleLine, Canyon Partners, and Trust Company of the West. 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, using a range of investment analyses and strategies, including third-party manager recommendations and ERISA plan services.

Michael Stillman is a financial advisor at EP Wealth Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Cloud Neff Management and International Research & Asset Management 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, managing approximately $35.57 billion in assets.

Charles Johnson is a CFP® and holds a Series 65 license, with 20 years of experience in the financial services industry. He has worked at EP Wealth Advisors, LLC since 2023 and previously spent 17 years at Resolute Financial, LLC. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process for portfolio management and offers a range of services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Jeffrey Ingraham is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. He previously worked at Manning & Napier Advisors, LLC, and its affiliated entities for 14 years. 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, employing a mix of fundamental, technical, and cyclical analysis to construct customized model portfolios with ongoing monitoring and rebalancing.

Susan Anastasiadis is a financial advisor at EP Wealth Advisors with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including MS Howells & Co, Securities America, Inc., Foothill Securities, Inc., and Capital Insight Partners, LLC. Outside of her advisory role, she serves on the board of the Scottsdale Ridge Office Condo Association. 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.

Rachel Hoang is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously worked at NPB Financial Group, LLC for 12 years before joining Independent Financial Group in 2021. Outside of her advisory role, she owns a marketing DBA, Mathematics Wealth Management, and is involved as a notary public and insurance agent. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party managers, managing approximately $11.3 billion in regulatory assets.

Shunsuke Fukushi is a CFP® professional at Independent Financial Group, LLC with 20 years of industry experience. He previously worked at Centaurus Financial, Inc. and Mark Geschwind & Associates. Outside of his advisory work, he owns a college consulting company that advises on obtaining financial aid. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets.

Ryan Schwartz is a CFP® and CFA® with 10 years of industry experience. He has been with EP Wealth Advisors since 2017 and previously worked at Private Capital Management Associates LLC from 2011 to 2017. Based in San Mateo, CA, he is part of a large advisory team at EP Wealth Advisors. 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 discretionary portfolios and offers financial planning, retirement plan advisory, tax preparation, and estate-document services.

Jeffrey Moeller is a CFA® charterholder with over 20 years of industry experience. He has worked at EP Wealth Advisors since 2024 and previously spent two decades at CornerCap Investment Counsel. 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, employing a suitability-driven process and a range of investment vehicles to meet client needs.

Scott Upham is a financial advisor at EP Wealth Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Purshe Kaplan Sterling Investments and Cribstone Capital Management. Upham serves as a trustee and finance committee member for Tedford Housing, a nonprofit homeless shelter in Brunswick, Maine. 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 and financial planning using a suitability-driven process and includes ancillary services such as tax preparation and estate-document facilitation.

Karen Asbra is a CFP® and holds a Series 65 license with 17 years of industry experience. She has worked at EP Wealth Advisors since 2025 and previously spent over a decade at Rappaport Reiches Capital Management, LLC. EP Wealth Advisors is a registered investment adviser serving individuals, high-net-worth clients, corporations, 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 a mix of fundamental, technical, and cyclical analysis along with alternative investment recommendations.