Robert Condon is a financial advisor at Valic Financial Advisors with 32 years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Valic Financial Advisors in 2021, he worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2017 to 2019. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services. The firm utilizes discretionary unified managed accounts and centralized technology to support its nationwide network of over 1,200 advisors.

Milton Mejia is a financial advisor at Voya Financial Advisors, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Diversified Investment Advisors and Diversified Investors Securities Corp. for 13 years. Outside of advising, he owns and manages rental properties. Voya Financial Advisors serves a broad range of individual and institutional clients, providing financial planning, portfolio management, and retirement plan consulting through multiple program structures, including wrap programs and third-party money managers. The firm operates with a focus on non-discretionary advice and combines SEC-registered investment advisory services with broker-dealer offerings.

Matthew Wilson is a CFP® professional with 23 years of experience in the financial services industry. He has worked at EP Wealth Advisors since 2024 and previously spent 16 years at R. E. Wacker Associates, Inc. His credentials include the Series 66 license. 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, with offerings that include customized model portfolios and ancillary services such as tax preparation and estate-document facilitation for qualified clients.

Crystal Lamar is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Outside of her advisory role, she is involved in property management through ownership and management of real estate entities in Los Angeles. Citigroup Global Markets serves a broad client base ranging from workplace investors to ultra-high-net-worth individuals, offering multi-asset, multi-manager investment programs and a variety of execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research and risk management, enabling it to provide tailored advisory and discretionary solutions.

Ryan Serrecchia is a CFP® professional with 22 years of experience in financial advising. He has been with EP Wealth Advisors since 2008. The firm serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. EP Wealth Advisors employs a mix of fundamental, technical, and cyclical analysis for portfolio construction and provides various ancillary services such as tax preparation and estate-document facilitation for qualified clients.

Avetis Yetenekyan is a CFP®, CFA®, and Series 65 credentialed advisor with five years of industry experience. He is currently with EP Wealth Advisors in Torrance, CA, where he has worked since 2020. Prior to that, he was with Stonnington Group LLC and Maxwell Noll Inc. dba Maxwell Noll Investment Advisors. He also has experience in the retail sector through Mission Liquor. 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, and financial planning services, along with tax preparation and estate-document preparation for qualifying clients. Their investment approach includes customized model portfolios with ongoing monitoring, incorporating fundamental, technical, and cyclical analysis as well as alternative investments and third-party manager recommendations.

Brett Panziera is a CFP® and Series 66-registered financial advisor with 13 years of industry experience. He has been with EP Wealth Advisors since 2017 and previously worked at MetLife Securities Inc. from 2013 to 2017. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients. The firm constructs customized model portfolios using a range of analytical approaches and provides ongoing monitoring, including ERISA plan services and third-party manager recommendations.

Shari Reiches is a financial advisor with EP Wealth Advisors, holding Series 63 and Series 65 designations and 26 years of industry experience. She previously spent 20 years at Rappaport Reiches Capital Management, LLC. Outside of her advisory role, Reiches serves as Co-Chair of the Finance and Budget Committee for the City of Evanston, Illinois, and is Secretary to the Board of Directors of the Jewish United Fund of Metropolitan Chicago. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by offering wealth management, discretionary portfolio management, and financial planning services. The firm utilizes customized model portfolios and a mix of analytical approaches, including fundamental, technical, and cyclical analysis, and provides access to third-party managers and ERISA plan services.

Benjamin Richter is a financial advisor at EP Wealth Advisors with four years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining EP Wealth Advisors, he worked at Rappaport Reiches Capital Management and held multiple roles at PepsiCo. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning services, and employs a combination of fundamental, technical, and cyclical analysis alongside alternative investment recommendations and third-party manager oversight.

Mark Rich is a CFP® professional with 10 years of industry experience. He has worked at EP Wealth Advisors since 2024 and previously spent nine years at Gather Financial Planning, Inc. He also serves as a Senior Consultant at Towers Watson & Co., a risk management and human resource consulting firm. EP Wealth Advisors is a registered investment adviser serving 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 support for clients meeting certain asset thresholds.

Ross Allen is a CFP® with 10 years of experience in the financial services industry. He is currently with EP Wealth Advisors and previously worked at firms including LPL Financial and Commonwealth Financial Network. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios and a range of investment strategies including fundamental, technical, and cyclical analysis.

Rhea Ravindran is a CFP® and Series 65 licensed financial advisor at EP Wealth Advisors with eight years of industry experience. Prior to joining EP Wealth Advisors in 2025, she spent eight years at Rappaport Reiches Capital Management and has been self-employed since 2014. Outside of her advisory roles, Ravindran has worked at Weight Watchers since 2015. EP Wealth Advisors serves individuals, including high-net-worth clients, 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, using customized portfolios and a mix of fundamental, technical, and cyclical analysis.

Rick Bryan is a CFP® professional with 19 years of industry experience. He has worked at EP Wealth Advisors since 2019 and previously spent 13 years at Conlon & Dart LLC. His current practice is based in Torrance, CA. 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 wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients. Their investment approach includes customized model portfolios with ongoing monitoring and rebalancing, incorporating fundamental, technical, and cyclical analysis alongside options, alternative investments, and private fund recommendations.

Eduardo Ramirez is a CFP® with eight years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. He previously worked at Mariner Wealth Advisors for eight years before joining EP Wealth 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 wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation, using customized model portfolios and a range of investment strategies.

Todd Flynn is a CFP® and holds a Series 65 license with 24 years of experience in the financial industry. He has worked at EP Wealth Advisors since 2021 and previously spent 13 years at Soundmark Wealth Management, LLC. 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, financial planning, discretionary portfolio management, and ancillary services such as tax preparation and estate-document preparation for qualified clients, utilizing a mix of fundamental, technical, and cyclical analysis along with access to third-party managers and ERISA plan fiduciary services.

Robert Priola is a financial advisor with EP Wealth Advisors in Torrance, CA, holding Series 66 and Series 65 licenses and four years of industry experience. He previously worked at Wacker Wealth Partners for eight years before joining EP Wealth Advisors. EP Wealth Advisors serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans by offering wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients. The firm uses customized model portfolios and various analytical strategies, including fundamental, technical, and cyclical analysis, along with alternative investments and private fund recommendations.

Derek Holman is a financial advisor with EP Wealth Advisors in Torrance, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with EP Wealth Advisors since 2005. EP Wealth Advisors serves individuals, including high-net-worth clients, 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 eligible clients, using customized model portfolios with ongoing monitoring and a combination of fundamental, technical, and cyclical analysis.

Linda Coffey is a financial advisor at EP Wealth Advisors with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at EP Wealth Advisors since 2021. Her prior experience includes roles at Wipfli Financial Advisors, LLC, and Independent Financial Partners. 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 wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios and a combination of fundamental, technical, and cyclical analysis.

Joan Wenglikowski is a CFP® with 17 years of experience in the financial services industry. She currently works at EP Wealth Advisors, where she has been since 2024, and previously spent 14 years at Wacker Wealth Partners. EP Wealth Advisors serves individuals, corporate clients, and retirement plans with wealth management, financial planning, and ancillary services such as tax preparation and estate-document assistance. The firm uses customized portfolios with ongoing monitoring and employs various investment strategies, including fundamental, technical, and cyclical analysis.

Ashley Oliveira is a CFP® professional at EP Wealth Advisors with one year of industry experience. Prior to joining EP Wealth Advisors in 2025, she worked at Aspiriant from 2023 to 2025 and Brown Advisory from 2019 to 2023. Before entering the financial industry, she spent four years as a homemaker. 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 wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation, utilizing customized model portfolios and a range of investment strategies tailored to client needs.