Spencer Campman is a CFP® and Series 66-registered financial advisor with four years of industry experience. He currently works at EP Wealth Advisors and previously held positions at Edward Jones, Bank of America, Merrill, Merrill Lynch, and Phoenix Capital Group. Before entering the financial industry, he studied at the University of Arizona and worked at Rita's Italian Ice. 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.

Jonathan Hyre is a CFP® with five years of industry experience, currently serving at Mariner Wealth Advisors since 2022. His prior roles include positions at The Legacy Financial Group, CCK Strategies PLLP, and Bank of Oklahoma. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by both internal research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

Elizabeth Mc Queen is a financial advisor at EP Wealth Advisors with 13 years of industry experience. She holds the Series 66 designation and previously worked at Soundmark Wealth Management, LLC for six years before joining EP Wealth Advisors in 2021. 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 manage portfolios and offers services including discretionary portfolio management, financial planning, tax preparation, and estate-document facilitation.

Elizabeth Xilas is a financial advisor at EP Wealth Advisors with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Rappaport Reiches Capital Management, LLC for 14 years before joining EP Wealth Advisors in 2025. 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 for qualified clients, utilizing customized model portfolios and a range of investment strategies.

Andrew Zehnder is a financial advisor with EP Wealth Advisors in Torrance, CA, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior roles include positions at Private Client Services LLC, Executive Wealth Management, and INVEST Financial Corporation. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans by offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm uses customized model portfolios and multiple analytical methods, routinely recommending third-party managers and providing ERISA plan services.

Kayla Folts is a Series 66-licensed financial advisor with five years of industry experience. She has worked at EP Wealth Advisors since 2025 and previously held roles at Fidelity Investments, MML Investors Services, Mass Mutual Life Insurance Company, Lenox Advisors, and Equitable Advisors. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm provides customized wealth management, discretionary portfolio management, and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis along with alternative investment strategies.

Phuong Quach is a CFP® and Series 65 licensed advisor at EP Wealth Advisors with one year of industry experience. Prior to joining EP Wealth Advisors, Quach worked at Cinergy Financial and Pho Ha+, and also held roles in educational and research organizations including Educational Talent Search and California State University, Fullerton. 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 and a range of investment vehicles.

Scott Sayre is a CFP® with 23 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors since 2020. Prior to this, he worked at The Insight Group Insurance Agency and The Insight Group, Inc. for 16 years. He is also the owner of Focused Financial Education Services, LLC, where he provides professional speaking and instruction on planning strategies to tax, legal, and financial professionals, including teaching for the College for Financial Planning CFP® program. 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.

Richard Rose is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has operated as a self-employed advisor since 1991 and has been with PlanMember since 2013. Rose also runs Quadro Inc, a corporation related to his investment business. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Stephanie Acker is a financial advisor at Transamerica Financial Advisors with one year of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Transamerica, she managed strategy and implementation at Snapsheet, Inc. and serves as Executive Director of The National Fraternity of Phi Gamma Nu, a professional business fraternity focused on developing college students. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services using proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Edwin Unland is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and over 32 years of industry experience. He has been with Independent Financial Group since 2010 and also has a background as a part-time supervisor at United Parcel Service. Additionally, he operates a marketing DBA called Money Matters and is a licensed California insurance agent. Independent Financial Group, LLC is a dual-registered broker-dealer and investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement services, utilizing multiple advisory programs and third-party asset managers to accommodate diverse client needs.

Robert Davis is a financial advisor at EP Wealth Advisors in Salt Lake City, UT, holding a Series 65 designation with six years of industry experience. Prior to joining EP Wealth Advisors in 2020, he worked at Fidelity Brokerage Services, The Insight Group Insurance Agency, and Vivint Inc. He maintains an inactive association with Insight Group Insurance Agency for commission trails related to prior insurance sales. 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.

Richard Derafelo Jr. is a CFP® professional with 23 years of experience in the financial services industry. He is currently an advisor at EP Wealth Advisors, having joined the firm in 2023 after previously working at Lehman & Derafelo Financial Resources LLC and Lehman Financial Resources, Inc. He serves on the Advisory Committee to Brookwood Gas & Convenience LP. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans, offering wealth management, financial planning, and ancillary services including tax preparation and estate-document facilitation. The firm employs a customizable investment approach incorporating fundamental, technical, and cyclical analysis, along with third-party manager recommendations and ERISA plan services.

Stephanie Richman is a CFP® professional at EP Wealth Advisors with 33 years of industry experience. Her prior roles include positions at Fidelity Private Wealth Management and her own firm, Richman Financial Planning, LLC. She owns and manages rental properties in Berkeley, CA. 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, and ancillary services such as tax preparation and estate-document facilitation.

Jason Brown is a CFP® with 15 years of experience in the financial services industry. He currently works at EP Wealth Advisors and has held prior roles at firms including NEXT Financial Group, Pinnacle Peak Private Client Group, BCG Securities, Robert W Baird & Co., and The Vanguard 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, using a suitability-driven process that includes model and customized portfolios.

James Carr Jr. is a financial advisor at EP Wealth Advisors with Series 63 and Series 65 credentials and over 25 years of industry experience. He previously worked at CIBC World Markets and Banc America Robertson Stephens. Carr serves on the boards of Wesleyan College, The Task Force For Global Health, the Rotary Club of Atlanta, and Emory University. 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, employing a suitability-driven process and a range of investment vehicles.

Sean Murphy is a CFP® with three years of industry experience, currently serving as a financial advisor at GWN Securities Inc. He has held concurrent roles at Envision Financial Group, Inc. since 2022 and previously worked with The Salvation Army. Murphy is also the Vice President of The Pension Geeks, a retirement and pension planning firm focused on serving K-12 school employees. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth investors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a range of traditional and legacy investment strategies.

Brian Mulvey is a financial advisor at EP Wealth Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Minot Wealth Management LLC and UBS Financial Services Inc. 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, employing a suitability-driven investment process across various asset classes.

Luke Cavanagh is a financial advisor at EP Wealth Advisors with a Series 65 designation and one year of industry experience. His prior work includes roles at AdaptHealth Corp and IKEA. 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.

James Reinke is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors since 2021. Prior to this, he worked at ICMA RC Services, LLC for seven years. 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.