Ricardo Gonzalez is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. He is currently an advisor at EP Wealth Advisors and previously worked 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 offers wealth management, discretionary portfolio management, financial planning, and ancillary services like tax preparation and estate-document preparation, delivering customized model portfolios with ongoing monitoring using a range of analytical methods and investment strategies.

Michael Stillman is a financial advisor at EP Wealth Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cloud Neff Management and International Research & Asset Management Inc. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning. The firm provides customized model portfolios using fundamental, technical, and cyclical analysis, along with access to tax preparation and estate-document services for qualifying clients.

Charles Johnson is a CFP® and holds a Series 65 license with 20 years of industry experience. He has worked at EP Wealth Advisors since 2023 and previously spent 17 years at Resolute Financial, LLC. 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, utilizing customized model portfolios with a mix of fundamental, technical, and cyclical analysis alongside alternative investment options.

Jeffrey Ingraham is a CFA® charterholder with 21 years of industry experience. He is currently an advisor at EP Wealth Advisors and previously worked for Manning & Napier Advisors, LLC, and its affiliated entities over a period spanning 14 years. 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, with a focus on customized model portfolios and ongoing monitoring that incorporates fundamental, technical, and cyclical analysis.

Susan Anastasiadis is a financial advisor at EP Wealth Advisors with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at MS Howells & Co, Securities America, Inc., Foothill Securities, Inc., and Capital Insight Partners, LLC. Outside of her advisory role, she serves as a board member of an office condominium association. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, providing wealth management, discretionary portfolio management, and financial planning services. The firm utilizes customized model portfolios with a blend of fundamental, technical, and cyclical analysis, and offers access to tax preparation, estate-document services, and a wrap fee program.

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 financial advisor at EP Wealth Advisors in Torrance, CA, holding CFP® and CFA® designations with 11 years of industry experience. He has worked with EP Wealth Advisors since 2017 and previously with Private Capital Management Associates LLC from 2011 to 2017. 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, financial planning, and ancillary services such as tax preparation and estate-document preparation, utilizing customized model portfolios and a range of investment strategies.

Jeffrey Moeller is a CFA charterholder with over 20 years of industry experience. He currently works at EP Wealth Advisors and previously spent two decades at CornerCap Investment Counsel. 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, employing customized model portfolios and a combination of fundamental, technical, and cyclical analysis.

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 previously worked at Purshe Kaplan Sterling Investments and Cribstone Capital Management. Outside of his advisory role, he serves as a trustee and member of the finance committee for Tedford Housing, a nonprofit homeless shelter. 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 combination of fundamental, technical, and cyclical analysis, while also providing ancillary services such as tax preparation and estate-document assistance.

Karen Asbra is a CFP® with 17 years of industry experience, currently advising at EP Wealth Advisors in Torrance, CA. She worked at Rappaport Reiches Capital Management, LLC from 2012 to 2025 before joining EP Wealth Advisors. 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 preparation. The firm utilizes customized model portfolios and a combination of fundamental, technical, and cyclical analysis, along with alternative investments and third-party manager oversight.

Amanda Klein is a financial advisor at NewEdge Advisors with nine years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Mid Atlantic Capital Corporation, and HarbourVest Partners. Outside of her advisory role, she provides tax preparation services through Klein Tax Services. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, employing multiple program structures and centralized due diligence supported by technology, including recent adoption of artificial intelligence in certain operations.

Steven Stacey is a CFP® and holds a Series 65 license, with 18 years of experience in the financial industry. He has been with EP Wealth Advisors since 2021 and previously worked for New Focus Financial Group, LLC for 13 years. 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, financial planning, and ancillary services such as tax preparation and estate-document preparation, utilizing customized model portfolios and a range of investment strategies.

David Rappaport is a CFP® professional affiliated with EP Wealth Advisors in Torrance, CA, with 29 years of industry experience. Prior to joining EP Wealth Advisors in 2025, he spent 20 years at Rappaport Reiches Capital Management, LLC. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm employs a mix of fundamental, technical, and cyclical analysis to construct customized model portfolios and also provides ancillary services such as tax preparation and estate-document preparation for qualified clients.

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.

Michael Klein is a financial advisor at NewEdge Advisors with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at firms including LPL Financial and Gerber Kawasaki Wealth & Investment Management. Klein is also president of Pacific Pointe Advisors, an S corporation he established to manage his business activities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent investment adviser representatives. The firm offers a variety of portfolio management and consulting services and incorporates technology tools and centralized due diligence in its investment approach.

William Beeler is a financial advisor with NewEdge Advisors, holding a Series 63 designation and 28 years of industry experience. Prior to joining NewEdge Advisors in 2024, he spent 19 years with Regal Wealth Group Inc. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of services such as portfolio management, financial planning, retirement plan consulting, and access to third-party advisory programs, utilizing multiple program structures and technology tools to support advisors and clients.

Jose Lopez is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with EP Wealth Advisors and previously worked at Wilson Financial Advisors and JP Morgan Chase & Co. He also has an academic background from Cal State University Fullerton. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans. The firm offers wealth management, financial planning, and ancillary services including tax preparation and estate-document preparation for qualified clients, utilizing customized portfolios with diverse analytical approaches and ongoing monitoring.

Matthew Patterson is a financial advisor at NewEdge Advisors with Series 63 and Series 65 licenses. He joined NewEdge Advisors in 2025 and previously worked at Ignition Creative LLC for nine years and Team Whistle for three years. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.