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 is currently an advisor at EP Wealth Advisors and previously worked for Alpha Mark, LLC for 26 years. Outside of his advisory work, he owns and operates Dispenser Man, LLC, a business that creates and sells home art fixtures and provides rental services for hyperbaric chambers. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm constructs customized model portfolios using fundamental, technical, and cyclical analysis and provides additional services such as tax preparation and estate document preparation for qualifying clients.

Michael Mcginley is a CFP® with 24 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2020, following seven years at Providus Advisors, LLC. Mcginley holds Series 63 and Series 65 licenses. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers customized wealth management and financial planning services, employing a combination of fundamental, technical, and cyclical analysis, along with alternative investment options and third-party manager recommendations.

Rachel Seaton is a CFP® and ChFC® affiliated with EP Wealth Advisors in Torrance, CA, with four years of industry experience. She has worked at EP Wealth Advisors since 2023 and previously held roles at Valeo Financial Advisors, Crewe Advisors, Charles Schwab & Co., Inc., and TD Ameritrade. Seaton is also a silent owner of Dauntless Financial, LLC, a family office trust administrator. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document assistance. The firm constructs customized portfolios using a combination of fundamental, technical, and cyclical analysis, and provides ongoing monitoring and fiduciary services for retirement plans.

Douglas Jones is a CFP® professional with 14 years of industry experience. He is currently with EP Wealth Advisors and has previously worked at Riley Private Client LLC, Charles Schwab, and Neuberger Berman LLC. His background includes experience at both large firms and as a sole proprietor. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans, offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm constructs customized portfolios using various analytical methods and provides ongoing monitoring, including recommendations of third-party managers and ERISA plan services.

Casey Conway is a financial advisor at EP Wealth Advisors with 22 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 registered investment adviser serving individuals, including high-net-worth clients, corporate entities, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation, employing a customized investment approach that includes fundamental, technical, and cyclical analysis alongside alternative investment recommendations.

James Plaskey Jr. is a CFP® professional with 13 years of industry experience, currently serving at EP Wealth Advisors. His prior roles include positions at Executive Wealth Management, EWM Capital, and Private Client Services. Outside of his advisory work, he serves as a board member for the Alzheimer's Association Michigan Great Lakes and is involved with several nonprofit organizations, including the Brighton Chamber of Commerce and Team Suzy. 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 a focus on customized portfolios that incorporate fundamental, technical, and cyclical analysis.

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.

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.

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.