Elizabeth Desousa is a CFP® with 15 years of industry experience currently at Cerity Partners LLC. She previously worked at Running Point Capital Advisors, Mercer Global Advisors Inc., and Duckworth Wealth Advisors, Inc. Outside of her advisory role, she serves as a non-shareholder director of her spouse’s engineering firm and is the investment account trustee and chair of the committee for the Girl Scouts of Orange County. Cerity Partners provides customized wealth management services to individuals, families, trusts, business entities, and institutional investors nationwide. The firm uses tailored asset allocation, manager selection, and periodic rebalancing with a mix of proprietary quantitative screens, third-party managers, and individual securities, and it offers access to alternative and private-market investments alongside retirement plan consulting and tax planning.

Timothy Vanderhoof is a financial advisor at EP Wealth Advisors with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at J.P. Morgan Investment Management Inc. and its affiliated entities. EP Wealth Advisors serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and a range of investment strategies while providing ancillary services such as tax preparation and estate-document preparation for certain clients.

Brett Hughes is a Certified Financial Planner (CFP®) with 12 years of industry experience, currently serving at EP Wealth Advisors in Torrance, CA. His prior experience includes roles at CCG Wealth Management LLC, AlphaCore Capital LLC, and Delphi Private Advisors. 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 offers customized wealth management and financial planning services, incorporating a variety of analytical approaches and investment options, while also providing ancillary services such as tax preparation and estate-document assistance for qualified clients.

Carrie Sax is a CFP® and CFA® credentialed financial advisor with 12 years of industry experience. She is currently with EP Wealth Advisors and has previously worked at DeYoe Wealth Management, Bank of America, Merrill, and Parsec Financial Management. EP Wealth Advisors, LLC 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 develop and manage portfolios, offering discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation.

Tyler Petersen is a CFP® professional with 13 years of experience in the financial services industry. He has worked at EP Wealth Advisors since 2020 and previously held roles at The Insight Group Insurance Agency, Financial Insight Center, and American United Life. He is based in Salt Lake, UT. 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, employing a suitability-driven investment process that includes a range of asset classes and third-party managers.

Hector Hernandez is a financial advisor with Transamerica Financial Advisors in Torrance, CA. He holds Series 63 and Series 65 licenses and began his advisory career in 2026. Outside of his advisory role, he has extensive experience in various business ventures dating back nearly three decades, including real estate and asset management companies. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, providing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Edward Oxford is a Series 66-credentialed financial advisor with 22 years of industry experience. He has been with Kestra Advisory since 2017, following seven years at LPL Financial. Outside of advisory work, he conducts theological presentations and research through a nonprofit documentary film project. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse mix of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and employee education, supporting clients with multiple management platforms and third-party managed solutions.

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.