Sherry Anselmo is a financial advisor at EP Wealth Advisors with 33 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at Charles Schwab & Co., Inc. and TD Ameritrade Investment Management, LLC. 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, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients. They utilize customized model portfolios with ongoing monitoring and employ a mix of fundamental, technical, and cyclical analysis, including short-term trading and alternative investment strategies when appropriate.

Carey Mcneal is a financial advisor at EP Wealth Advisors with 27 years of industry experience. He previously worked at Buffington Mohr McNeal for 27 years before joining EP Wealth Advisors in 2025. Outside of his advisory role, Mcneal serves as vice president of the McNeal Corporation, managing real estate development and project accounting. 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, employing a suitability-driven approach that includes mutual funds, ETFs, equities, fixed income, and alternative investments.

Michael Coursey is a financial advisor with EP Wealth Advisors, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Clearview Wealth Advisors, Capstone Wealth Advisors, and Wells Fargo Advisors. EP Wealth Advisors serves individuals, corporate clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and provides specialized services such as tax preparation and estate-document preparation for qualified clients.

Martin Nodilo is a financial advisor at EP Wealth Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pathlight Investors, LLC for 10 years before joining EP Wealth Advisors in 2019. 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, employing a suitability-driven process and a range of investment vehicles.

Brandon Krizo Yaple is a financial advisor with EP Wealth Advisors and holds Series 63 and Series 65 licenses. He has 11 years of industry experience, including prior roles at Fisher Investments and Wells Fargo Clearing. 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, with customized model portfolios and access to ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Mustafa Binns is a CFP® certificant with nine years of experience in the financial services industry. He is currently with EP Wealth Advisors and has held prior roles at Empirical Wealth Management, Coldstream Wealth Management, Merrill, and other firms. 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, utilizing customized model portfolios and a range of analytical approaches including fundamental, technical, and cyclical analysis.

Claudia Leao is a financial advisor at Empower Advisory Group with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at GWFS Equities, Inc. and TIAA-CREF. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm uses an integrated delivery model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates in its planning services.

Julie O’rourke is a CFP® with seven years of industry experience, currently serving as a financial advisor at EP Wealth Advisors since 2022. Her prior experience includes roles at U.S. Bancorp Investments, U.S. Bank, and City National Bank. 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, employing a suitability-driven investment process across a range of asset classes.

Nishesh Yadav is a financial advisor at EP Wealth Advisors with Series 63 and Series 65 credentials and five years of industry experience. He has previously worked at Charles Schwab & Co., Inc. and TD Ameritrade. Outside of his advisory role, he is the founder of iNishiative Sports LLC, a firm providing coaching, training, and film editing services. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm employs a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and provides additional services such as tax preparation and estate-document preparation for qualifying clients.

Andrew Becker is a financial advisor at EP Wealth Advisors with 20 years of industry experience. He previously worked for J.J.B. Hilliard, W.L. Lyons, LLC for 13 years. Outside of his advisory role, he is a lender and shareholder in a skincare company based in Hamburg, Germany, and participates in investor meetings remotely. 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 and financial planning using a suitability-driven process and offers additional services such as tax preparation and estate-document facilitation.

Stephen Knadle is a CFA® charterholder with seven years of industry experience. He is currently with EP Wealth Advisors and has previously worked at Fidelity Brokerage Services LLC and Shuster Advisory Group. EP Wealth Advisors serves individuals, including high-net-worth clients, as well as corporate and retirement plan clients. 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 blend of fundamental, technical, and cyclical analysis.

Robert Larsen Jr. is a CFP® professional with 13 years of industry experience, currently serving at EP Wealth Advisors since 2024. His prior experience includes roles at Executive Wealth Management, Private Client Services, and The Huntington National Bank. Outside of advisory work, he serves on the board of Sci AI, assisting with business decisions. EP Wealth Advisors is a registered investment adviser that serves individuals, 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 variety of investment strategies.

Abigail Morton is a CFP® and holds a Series 65 license with 14 years of industry experience. She has worked at EP Wealth Advisors since 2024, following six years at Gather Financial Planning and five years at Sagepath Financial Planning. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to develop and monitor customized portfolios, offering discretionary management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation.

John Barbrick is a financial advisor at EP Wealth Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Private Client Services LLC, Executive Wealth Management, and Invest Financial Corp. Outside of his advisory role, he manages commercial real estate through RKBREH LLC. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to develop and manage portfolios using a range of investment vehicles and offers additional services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Joseph Eiguren is a financial advisor at EP Wealth Advisors with six years of industry experience. He holds a Series 65 designation and has previously worked at Buffington Mohr McNeal, Tolsma USA, LLC, and Intelligent Office Boise. Outside of his advisory role, he serves as treasurer for a competitive youth soccer team in Boise, managing financial transactions and dues for the team. 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 process and a range of investment vehicles.

Djeneba Ouattara is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. Her work history includes roles at Transamerica Financial Advisors, Concorde Education, GMG, and various education-related organizations. She is involved with multiple educational ventures alongside her advisory career. Transamerica Financial Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring fee-based wrap programs, model portfolios, access to third-party money managers, and commission-based insurance and brokerage products.

Adrian Larson is a financial advisor with EP Wealth Advisors in Phoenix, AZ, holding Series 63 and Series 66 licenses and 17 years of industry experience. He previously worked at Pathlight Investors, LLC for 10 years before joining EP Wealth Advisors in 2019. 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 and financial planning services, employing a suitability-driven process that includes the use of mutual funds, ETFs, equities, fixed income, and alternative investments.

Eric Nikssarian is a CFP® and Series 66-registered advisor with nine years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2019, and previously held roles at Ameriprise Financial Services, Inc. and Luvo Wealth Advisors. Based in Los Angeles, CA, he provides financial planning and portfolio management services. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to develop customized portfolios and offers a range of services including discretionary management, retirement plan advisory, tax preparation, and estate-document facilitation.

Nhung Dang is a CFA® charterholder and financial advisor with four years of industry experience. She currently works at EP Wealth Advisors and has previously been employed at Buffington Mohr McNeal and JP Morgan Chase Bank, including their London branch. 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, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualified clients, using a combination of fundamental, technical, and cyclical analysis along with alternative investment strategies and third-party manager recommendations.

Giovanni Beltran is a financial advisor at EP Wealth Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Uber for seven years. Outside of his advisory role, he has been involved with Good Entertainment Only since 2010. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to manage portfolios and offers a range of services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.