Steven Stacey is a CFP® with 17 years of experience in financial advising. He has worked at EP Wealth Advisors since 2021 and previously spent 13 years at New Focus Financial Group, LLC. He is based in Vancouver, WA, and holds the Series 65 designation. 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.

David Rappaport is a CFP® with 28 years of industry experience and is currently an advisor at EP Wealth Advisors in Skokie, IL. He previously spent 20 years at Rappaport Reiches Capital Management, LLC. EP Wealth Advisors 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 manage portfolios and offers discretionary management, financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Jose Lopez is a CFP® and holds a Series 65 license, currently advising at EP Wealth Advisors with two years of industry experience. His previous roles include positions at Wilson Financial Advisors and JP Morgan Chase & Co. Lopez also spent four years at Cal State University Fullerton. EP Wealth Advisors serves individual, corporate, and retirement plan clients with services including wealth management, financial planning, and ancillary offerings such as tax preparation and estate-document assistance. The firm uses a combination of fundamental, technical, and cyclical analysis to manage customized model portfolios and provides ERISA fiduciary services among other specialized financial solutions.

Jonathon Matson is a financial advisor with EP Wealth Advisors, holding Series 63 and Series 65 designations and 19 years of industry experience. He previously worked at REDW Wealth LLC and CUNA Brokerage Services, Inc., as well as CUNA Mutual Group. 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.

Angela Horvat is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. She has worked with Diversified Investors Securities Corporation since 2006 and with Diversified Investment Advisors since 2004. Outside of finance, she owns and operates The Dancing Broom, LLC, a residential and commercial cleaning service. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education focused on asset allocation and retirement planning. The firm leverages Morningstar Investment Management’s proprietary tools and manages a large client base primarily through non-discretionary assets.

Corbin Coursey is a CFP® professional with seven years of industry experience. He is currently with EP Wealth Advisors and previously worked at Clearview Wealth Advisors, Versant Capital Management, and Equity Methods. 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, using customized model portfolios and a combination of fundamental, technical, and cyclical analysis.

Giorgina Mei Nguyen is a financial advisor at EP Wealth Advisors with 14 years of industry experience. She holds the CFP® and Series 66 designations and has worked previously at Global Retirement Partners, LPL Financial, and Wells Fargo Advisors. 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.

Joseph Crossan is a CFP® with 40 years of industry experience. He is currently with EP Wealth Advisors and has previously worked at Financial West Group and NBS Financial Services, Inc. There are no additional outside activities noted. 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, using a suitability-driven process to manage a range of investments and engaging third-party managers when appropriate.

Clifton Morton is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Cetera Investment Services, First Allied Securities, and National Planning Corporation. He is based in San Pedro, CA. 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 brokerage, portfolio management, financial planning, and retirement plan services, delivering advisory programs through its AccessPoint platform and third-party asset managers.

Jennifer Li is a CFP® with 10 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. Her entire professional history is with EP Wealth Advisors, where she has worked since 2015. 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 customized wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualified clients.

Geniffer Takacs is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. She has been with the firm since 2016, working across its various iterations. 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 customized wealth management, discretionary portfolio management, and financial planning services, utilizing a blend of fundamental, technical, and cyclical analysis alongside access to alternative investments and ERISA fiduciary services.

Ryan Malone is a financial advisor at EP Wealth Advisors with six years of industry experience. He holds the Series 65 designation and previously worked at Buffington Mohr McNeal and U.S. Bank. 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.

Susan Koe is a CFP® with 18 years of experience in financial advising. She has worked at EP Wealth Advisors since 2025 and previously spent nine years at Better Money Decisions. 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.

Timothy Suarez is a financial advisor with Integrated Wealth Concepts LLC, holding two years of industry experience. He is also a partner at Windes, Inc., a CPA firm where he has worked for over 15 years. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios and a range of model and wrap-fee options.

Cordelia Lo is a financial advisor at Citigroup Global Markets with 24 years of industry experience. She holds the Series 66 designation and has been with Citigroup since 2007. Outside of her advisory role, she serves as Chief Marketing Officer for Moscato Software LLC, where she develops branding and marketing strategies. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs along with broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Nicolas Walter is a Series 66-licensed financial advisor at EP Wealth Advisors with four years of industry experience. He has previously worked at Morgan Stanley, RBC Capital Markets, and Keystone Strategy. Outside of his advisory roles, he has experience in the beverage and hospitality sectors through positions at Chronic Cellars and Nautical Bean Coffee. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document assistance. The firm employs customized model portfolios and utilizes a blend of fundamental, technical, and cyclical analysis combined with various investment strategies to meet client needs.

Austin Beard is a financial advisor at EP Wealth Advisors with four years of industry experience. He holds a Series 65 designation and has previously worked at Cook Martin Poulson, PC. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate 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 a combination of fundamental, technical, and cyclical analysis along with access to alternative investments and private funds.

Linda Stanton is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and 65 licenses and having 18 years of industry experience. She previously worked at PFS Investments Inc and Primerica Financial Services before joining OSAIC Advisory Services and Osaic Wealth in 2025. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of investment management and financial planning services, utilizing multiple program models and third-party platforms, with custody and execution primarily through Schwab and Fidelity.

Ian Clemens is a CFP® and CFA® with three years of industry experience. He is currently with EP Wealth Advisors and has previously worked at CornerCap Investment Counsel, Jon Baker Financial Group, CWM, LLC, and Brightworth. 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, using a suitability-driven process and a range of investment vehicles.

Tammera Prouty is a Certified Financial Planner (CFP®) with 18 years of industry experience. She has worked at EP Wealth Advisors since 2021 and previously spent 21 years at Sound Financial Planning, 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 with a suitability-driven investment approach.