Charles Johnson is a CFP® and holds a Series 65 license, with 20 years of experience in the financial services industry. He has worked at EP Wealth Advisors, LLC since 2023 and previously spent 17 years at Resolute Financial, LLC. 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 a range of services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Jeffrey Ingraham is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. He previously worked at Manning & Napier Advisors, LLC, and its affiliated entities for 14 years. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, financial planning, and ancillary services, employing a mix of fundamental, technical, and cyclical analysis to construct customized model portfolios with ongoing monitoring and rebalancing.

Susan Anastasiadis is a financial advisor at EP Wealth Advisors with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including MS Howells & Co, Securities America, Inc., Foothill Securities, Inc., and Capital Insight Partners, LLC. Outside of her advisory role, she serves on the board of the Scottsdale Ridge Office Condo Association. 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.

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.

Michael Brescione is a financial advisor with OSAIC Institutions, Inc. in Los Alamitos, California, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. His prior roles include positions at Money Concepts Capital Corp and LPL Financial, LLC. He also spent two years in homemaking between 2023 and 2025. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individual, institutional, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating under a hybrid adviser and broker-dealer model with both discretionary and non-discretionary account management.

Ryan Schwartz is a CFP® and CFA® with 10 years of industry experience. He has been with EP Wealth Advisors since 2017 and previously worked at Private Capital Management Associates LLC from 2011 to 2017. Based in San Mateo, CA, he is part of a large advisory team at EP Wealth Advisors. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to manage discretionary portfolios and offers financial planning, retirement plan advisory, tax preparation, and estate-document services.

Jeffrey Moeller is a CFA® charterholder with over 20 years of industry experience. He has worked at EP Wealth Advisors since 2024 and previously spent two decades at CornerCap Investment Counsel. 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, employing a suitability-driven process and a range of investment vehicles to meet client needs.

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 has worked previously at Purshe Kaplan Sterling Investments and Cribstone Capital Management. Upham serves as a trustee and finance committee member for Tedford Housing, a nonprofit homeless shelter in Brunswick, Maine. 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 and financial planning using a suitability-driven process and includes ancillary services such as tax preparation and estate-document facilitation.

Richard Goldberg is a financial advisor at Citigroup Global Markets with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2007. Outside of finance, he is the president and owner of Befocus, Inc., a business specializing in selling Disney collectibles and used books. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, providing a broad range of advisory, execution, and custody services.

Karen Asbra is a CFP® and holds a Series 65 license with 17 years of industry experience. She has worked at EP Wealth Advisors since 2025 and previously spent over a decade at Rappaport Reiches Capital Management, LLC. EP Wealth Advisors is a registered investment adviser serving individuals, high-net-worth clients, corporations, 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, utilizing a mix of fundamental, technical, and cyclical analysis along with alternative investment recommendations.

Amanda Klein is a financial advisor at NewEdge Advisors with nine years of industry experience. She holds a Series 66 designation and has worked with firms including GWM Advisors LLC, Mid Atlantic Capital Corporation, LPL Financial, National Planning Corporation, and HarbourVest Partners. Outside of advisory services, she provides tax preparation through Klein Tax Services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, and consulting services through a network of independent advisers, supported by centralized manager due diligence and technology tools.

Steven Stacey is a CFP® with 17 years of experience in financial advising. He has worked at EP Wealth Advisors since 2021 and previously spent 13 years at New Focus Financial Group, LLC. He is based in Vancouver, WA, and holds the Series 65 designation. 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.

David Rappaport is a CFP® with 28 years of industry experience and is currently an advisor at EP Wealth Advisors in Skokie, IL. He previously spent 20 years at Rappaport Reiches Capital Management, LLC. 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 manage portfolios and offers discretionary management, financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

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 has worked previously at firms including LPL Financial and Gerber Kawasaki Wealth & Investment Management. He is the president of Pacific Pointe Advisors, an S corporation established to manage his business activities. 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 adviser representatives. The firm provides a wide range of services including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, using a combination of in-house manager selection and third-party model portfolios supported by technology tools and centralized due diligence.

William Beeler is a financial advisor at NewEdge Advisors with 28 years of industry experience. He holds a Series 63 designation and previously worked at Regal Wealth Group Inc for 19 years before joining NewEdge Advisors in 2024. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Jose Lopez is a CFP® and holds a Series 65 license, currently advising at EP Wealth Advisors with two years of industry experience. His previous roles include positions at Wilson Financial Advisors and JP Morgan Chase & Co. Lopez also spent four years at Cal State University Fullerton. EP Wealth Advisors serves individual, corporate, and retirement plan clients with services including wealth management, financial planning, and ancillary offerings such as tax preparation and estate-document assistance. The firm uses a combination of fundamental, technical, and cyclical analysis to manage customized model portfolios and provides ERISA fiduciary services among other specialized financial solutions.

Dennis Mollison is a financial advisor with OSAIC Institutions, INC., holding a Series 66 designation and 22 years of industry experience. He has worked at Infinex Investments, Inc. since 2022, and previously spent 15 years at both Schoolsfirst FCU and Cuna Brokerage Services, Inc. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering advisory and brokerage services through customized engagements. The firm is notable for its predominantly non-discretionary assets and its integrated broker-dealer/adviser structure, providing access to a broad range of investment and lending solutions.