Chad Burton is a CFP® professional with 25 years of industry experience, currently serving as an advisor at EP Wealth Advisors since 2021. Prior to this, he worked for 16 years at NewFocus Financial Group, LLC. He holds Series 63 and Series 65 licenses and is based in Vancouver, WA. 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, utilizing a suitability-driven process and a range of investment options including mutual funds, ETFs, equities, fixed income, and alternatives.

Bryan Turnbow is a financial advisor at Focus Partners Wealth, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Churchill Management Group since 2005. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Jordan Hubbs is a financial advisor with EP Wealth Advisors, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Prosperitas Financial, Team Edge, Inc., and J2 Global, Inc. Hubbs also has experience working with community and nonprofit organizations such as Crossroads Community Church. 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 a blend of fundamental, technical, and cyclical analysis alongside alternative investment options and third-party manager recommendations.

Esteban Camacho is a Series 66-licensed financial advisor with Primerica Advisors, based in Downey, CA, and has one year of industry experience. His work history includes roles at Park Avenue Securities, Guardian Life Insurance Company, and US Hybrid. In addition to advisory work, he is involved in insurance activities outside of Guardian Life. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

Paul Zambriski is a financial advisor at &PARTNERS with 26 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Advisors and Bank of America, N.A. Zambriski has a significant ownership interest in ZP Group LLC and serves as trustee for multiple investment-related entities in Torrance, CA. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, employing a range of portfolio management strategies that include proprietary models and third-party managers.

Nichole Dorch Cannon is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She serves as a board member and treasurer for the Black Excellence Leadership Council, an internal organization that provides training and leadership development for agents within WFG. Her professional background includes roles at NetLaw Inc., K & N Cannon, Synergy Financial, and other financial services firms. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and businesses. The firm employs a model portfolio and third-party manager approach, supported by a large advisor network and multiple program platforms.

Kevin Beebe is a CFA® charterholder and holds a Series 65 license, with 12 years of industry experience. He has been with EP Wealth Advisors in Torrance, CA since 2010. EP Wealth Advisors, LLC is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven approach to portfolio management and financial planning, offering services including discretionary management, retirement plan advisory, tax preparation, and estate-document facilitation.

Erin Whalen is a financial advisor at EP Wealth Advisors with 20 years of industry experience. She holds a Series 65 designation and has worked previously at Opes Wealth Management, LLC and Opes Advisors, Inc. before joining EP Wealth Advisors in 2026. EP Wealth Advisors serves individuals, 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. The firm utilizes a combination of fundamental, technical, and cyclical analysis to construct customized model portfolios and provides ongoing monitoring and rebalancing.

Monica Van Eck is a CFP® professional with 13 years of industry experience. She has been with EP Wealth Advisors since 2018 and previously worked at Millie Capital Management LLC from 2012 to 2018. Monica holds Series 63 and Series 65 licenses. 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 develop and manage portfolios, incorporating a range of investment vehicles and offering fiduciary ERISA services alongside tax preparation and estate-document facilitation for qualifying clients.

Christopher Auten is a CFP® and CFA® with 15 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked at Empirical Wealth Management, Crestwood Advisors Group LLC, and Relyea Zuckerberg Hanson, LLC. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm offers a range of services including investment management and financial planning, utilizing multiple program models and working with various custodians and third-party platforms.

Albert Herzog III is a CFP® and ChFC® with 42 years of experience in financial advisory services. He is currently with EP Wealth Advisors and has held leadership roles at Executive Wealth Management, LLC, EWM Capital, LLC, and other affiliated firms. Outside of advisory roles, he is involved in tax preparation through EWM Tax Solutions, LLC and owns an independent financial consulting business, Herzog and Associates. EP Wealth Advisors, LLC is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process for portfolio management and offers services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Adam Phillips is a CFP®, CFA®, and Series 63 registered advisor with EP Wealth Advisors in Torrance, CA, bringing 13 years of industry experience. He has been with EP Wealth Advisors since 2014. 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 create and manage portfolios with a range of investment vehicles and offers discretionary portfolio management, financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Gabriela Heffernan is a financial advisor with Principal Financial Services who holds a Series 66 designation and has 25 years of industry experience. Her prior roles include positions at CUNA Brokerage Services, Cuna Mutual Group, and Lincoln Financial Advisors. She also serves as a bank officer supporting Principal retirement plan account relationships across the firm’s insurance, broker, and trust services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under both advisory and promoter arrangements.

Maarten Kerstens is a CFP® professional at EP Wealth Advisors with 13 years of industry experience. He previously worked at The Vanguard Group, Inc. for 12 years and has held roles at Harbour Investments, Inc. and Thompson Wealth Management. Outside of his advisory work, he is an independent insurance agent. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm offers customized wealth management and financial planning services, employing a variety of investment strategies including fundamental and technical analysis, and provides ancillary services such as tax preparation and estate-document support for qualified clients.

Michael Chechel Jr. is a financial advisor at EP Wealth Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Executive Wealth Management, Private Client Services, and INVEST Financial Corp. Outside of his advisory role, he owns MC3 Financial Planning Corp, which manages income and taxes. 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 for portfolio management and offers additional services such as tax preparation and estate-document facilitation.

Natalia Amato is a financial advisor at Ep Wealth Advisors with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Cetera Investment Services LLC, Cetera Advisor Networks LLC, InvestCloud Inc., Infosys Limited, Niagara International Capital Limited, and Finestone Partners. Ep Wealth Advisors serves individual, corporate, and retirement plan clients by offering wealth management, discretionary portfolio management, and financial planning services. The firm employs customized model portfolios with fundamental, technical, and cyclical analysis, and provides ancillary services such as tax preparation and estate-document preparation for qualified clients.

Michael Ramirez Jr. is a CFP® and Series 65-registered financial advisor with 15 years of industry experience. He has been with EP Wealth Advisors since 2018 and previously worked at Private Asset Management, Inc. from 2010 to 2018. EP Wealth Advisors 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 create and manage portfolios and offers a range of services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Robert Mccarty is a financial advisor at EP Wealth Advisors with eight years of industry experience and holds a Series 65 credential. He has been with EP Wealth Advisors since 2022 and has also been involved with Technology Ventures Corporation since 2014. Outside of his advisory role, he serves as a board member and advisor to the CEO and CTO of Prism Analytics, Inc., a technology-based startup focusing on predictive analytics for supply chain issues. 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.

Tom Nguyen is a CFP® with eight years of industry experience, currently serving as a financial advisor at EP Wealth Advisors since 2018. Prior to this, he spent 17 years at The Capital Group. Outside of his advisory role, he is an advisory board member and chair of the finance and investment committee for the Friendship Foundation, a nonprofit focused on programs for individuals with developmental disabilities. EP Wealth Advisors 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 develop and manage portfolios and offers services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Daiana Kelleyian is a CFA® charterholder with 12 years of industry experience. She is currently with EP Wealth Advisors, where she has worked since 2019. Prior to that, she held roles at City National Rochdale, RIM Securities, LLC, and City National Bank. 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 a range of services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.