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.

Patricia Wojnarowski is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with Transamerica Financial Advisors since 2014 and is also affiliated with WealthWave, MJ Marketing LLC, and NetLaw. Her other business activities include sales of insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

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.

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.

Frank Jimenez is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, Eagle Strategies, and New York Life. He previously operated Jimenez Financial Strategies and Insurance Solutions. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs, financial planning, and consulting solutions. The firm manages approximately $15 billion in regulatory assets under management and supports various investment strategies across discretionary and non-discretionary accounts.

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.

Barbara Walker is a financial advisor with TLG Advisors, Inc. She holds a Series 65 designation and has 18 years of industry experience. Her prior work includes roles at Senior Retirement Solutions and Blg Financial and Insurance Services Corporation. Outside of her advisory work, she is involved in online course creation through BOSS DOC ONLINE and serves as a board member of Premier Marketing Resources Corp., a trucking company. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

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.