Jared Lopez is a CFA® charterholder with four years at EP Wealth Advisors and a total of nine years in the financial industry. His prior experience includes roles at First Bank, BNY Mellon, and Capital Group. 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, managing approximately $35.57 billion in assets across 214 advisors.

Morgan Degooyer is a CFP® and Series 65-licensed financial advisor at EP Wealth Advisors with six years at the firm and a total of eight years in the industry. His prior experience includes roles at The Insight Group, Inc., Integrated Financial Group, and The Church of Jesus Christ of Latter-Day Saints. 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 using a range of investment vehicles and offers services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Scott Smith is a financial advisor at J.W. Cole Advisors, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Edward Jones for 18 years. Smith also manages Smith Wealth Partners, a client-facing business offering advisory practice information and client portals, and serves as a life and health insurance agent. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans nationwide through over 400 independent advisors. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Sara Laclair is a CFA® charterholder with 10 years of industry experience. She is currently with EP Wealth Advisors, where she has worked since 2026. Prior to that, she was with Capital Insight Partners for seven years and held roles at Voya Financial Advisors, Inc and Rayhons Financial Solutions. 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 approach that incorporates mutual funds, ETFs, equities, fixed income, and alternative investments.

Tyler Mc Sween is a CFP® professional with one year of industry experience, currently advising at EP Wealth Advisors in Torrance, CA. His prior experience includes positions at First Republic Investment Management and Schoettle Financial. EP Wealth Advisors serves individuals, business clients, and retirement plans with wealth management, financial planning, and ancillary services such as tax preparation and estate-document access for qualified clients. The firm employs customized model portfolios and a range of investment strategies, including fundamental and technical analysis, options, alternative investments, and third-party manager oversight.

Farid Mokhtarian is a financial advisor with TLG Advisors, Inc. based in Torrance, CA, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with The Leaders Group Inc. since 2009. Outside of advising, he is an author and is involved in several insurance-related businesses. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm’s investment approach emphasizes manager selection and ongoing monitoring, applying fundamental analysis and Modern Portfolio Theory to build diversified portfolios.

Mark Pierce is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. His prior roles include positions at Purshe Kaplan Sterling Investments, Criterion Capital Advisors, Wells Fargo Advisors, and operating his own firm, Pierce & Pierce Inc., a family farm where he provides management oversight. He also serves on the board of directors for Blakeford at Green Hills, a nonprofit organization. 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 process to manage portfolios and offers a range of services including financial planning, retirement plan advisory, and ancillary tax and estate-document services.

Heather Blake is a financial advisor at OSAIC Institutions, Inc. with seven years of industry experience. She holds a Series 66 designation and has previously worked with Infinex Investments, Inc., Financial Partners Wealth Management, and LPL Financial. Additionally, she serves as trustee and executor for an estate and trust, acting in a fiduciary capacity. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm provides customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Matthew Kuhn is a CFA® charterholder with 29 years of industry experience. He has been with EP Wealth Advisors since 2020 and previously worked at Harris Financial Advisors, Inc. for 28 years. EP Wealth Advisors, LLC 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 using a range of investment vehicles and also provides financial planning, retirement plan advisory, tax preparation, and estate-document facilitation services.

Karl Kim is a CFP® with 38 years of industry experience, currently serving at Integrity Alliance, LLC since 2020. He previously worked at Triad Advisors, Inc. for 14 years and has been involved with Retirement Planning Advisors, Inc. since 2002. Outside of advisory work, Kim owns a Medi-Cal eligibility service business and serves on the board of Keiro Kikyo Home, a care facility. Integrity Alliance supports a diverse client base including individuals, charitable organizations, corporations, and retirement plans through 164 independent advisers. The firm offers comprehensive asset management, financial planning, and retirement consulting, utilizing both advisor-managed and model-based portfolio strategies across various investment vehicles and platforms.

Megan Hurches is a financial advisor with EP Wealth Advisors in Torrance, CA. She holds a Series 65 designation and has four years of industry experience, including prior roles at Executive Wealth Management, Dynamic Wealth Management Solutions, and healthcare-related positions. Outside of advising, she serves as a nurse educator, providing virtual instruction on the use of home INR monitoring systems. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm employs customized model portfolios with ongoing monitoring and integrates various investment strategies, also providing ancillary services like tax preparation and estate-document preparation for qualifying clients.

Steven Mahan is a CFA® charterholder and holds Series 65 and Series 63 licenses, with 12 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2026, following prior roles at Capital Insight Partners LLC and American Funds. EP Wealth Advisors is a registered investment adviser serving individuals, 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. Their investment approach includes customized model portfolios utilizing fundamental, technical, and cyclical analysis, along with alternative investment and private fund recommendations.

John Gardner is a financial advisor at EP Wealth Advisors with six years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to build customized model portfolios and offers ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Michelle James is a CFP® professional with recent experience at EP Wealth Advisors and prior roles at Charles Schwab and the Colorado Department of Homeland Security and Emergency Management. She has also worked in education and operated a small business, Mixing Bowl Cookie Dough, LLC. Michelle is currently based in Torrance, CA. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document facilitation for eligible clients. The firm employs customized model portfolios and a variety of investment strategies, including fundamental, technical, and cyclical analysis, while providing ERISA plan services and third-party manager oversight.

Frank Messano III is a financial advisor with Private Advisor Group, LLC, holding Series 66 and Series 63 credentials and 19 years of industry experience. His prior roles include positions at LPL Financial LLC, Strategic Wealth Advisors Group, and First Financial Equity Corporation. Outside of advisory work, he operated the 3D Studio Gallery for 16 years. Private Advisor Group serves a diverse client base, including individuals, business entities, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting. The firm offers a range of advisory programs supported by third-party asset managers and a proprietary WealthSuite separately managed account platform.

Timothy Mcvey is a CFP® with 40 years of industry experience, currently serving at Centaurus Financial, Inc. since 2004. He has been self-employed since 1986 and also works as a tax preparer and real estate broker. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through both discretionary and non-discretionary arrangements.

Maxon Seckman is a financial advisor at EP Wealth Advisors in Torrance, CA, holding a Series 65 designation with three years of industry experience. Prior to joining EP Wealth Advisors in 2025, he worked at Criterion Capital Advisors LLC and Dell Technologies. EP Wealth Advisors serves individual, corporate, and retirement plan clients with wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm utilizes customized portfolios with a combination of fundamental, technical, and cyclical analysis, incorporating alternative investments and third-party manager recommendations.

Cristopher Moran is a CFP®, CFA®, and holds a Series 66 license with 22 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, high-net-worth clients, 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 options.

David Lawrence is a financial advisor with EP Wealth Advisors in Torrance, CA, holding Series 66 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Executive Wealth Management, Dynamic Wealth Solutions, TD Ameritrade, and DWS Distributors. EP Wealth Advisors is a registered investment adviser serving individuals, 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.

Joey Katz is a financial advisor at EP Wealth Advisors with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley, E*Trade Securities, and TD Ameritrade. 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.