Cole Allshouse is a financial advisor with EP Wealth Advisors and holds a Series 65 designation. He has two years of industry experience, including prior work at Wacker Wealth Partners and a long career at Garcia Architecture + Design. 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 access for qualifying clients. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and provides ERISA plan services including fiduciary management.

Wade Murphy is a financial advisor at GWN Securities Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with GWN Securities since 2010. Murphy also serves as president of Envision Financial & Insurance Services, where he focuses on retirement planning for educators. Outside of his advisory roles, he is a board member of The Jack Kramer Club, a private tennis club in Rolling Hills Estates. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers through a network of over 400 advisors, managing approximately $3.65 billion across more than 37,000 accounts.

Shannen Smith is a financial advisor at EP Wealth Advisors with a Series 65 designation and two years of industry experience. Prior to joining EP Wealth Advisors in 2024, Smith worked for eight years at Sloan Investment Management LLC. EP Wealth Advisors serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm provides 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.

Laurie Allen is a financial advisor with GWN Securities Inc. in Redondo Beach, CA, holding a Series 66 credential and 17 years of industry experience. She previously worked at AXA Advisors, LLC before joining GWN Securities in 2017. Outside of her advisory role, Allen serves as CEO of Laurie Allen Wealth Management and LA Insurance Services, and she provides pro bono financial planning focused on budgeting, debt management, and emergency planning. She also coordinates fundraising activities for Valor Christian Academy’s PTA. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice primarily via managed-account programs and a variety of investment strategies.

Nicholas Burton is a financial advisor at EP Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has prior experience at Camelback Strategy Group and Scion, as well as academic roles at Texas Tech University. 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, using customized model portfolios and a mix of fundamental, technical, and cyclical analyses.

Tyson Tate is a Series 65-licensed financial advisor at EP Wealth Advisors with three years of industry experience. His prior work includes roles at Costco Wholesale and South Jordan City. 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 for qualified clients. The firm employs customized model portfolios with various investment strategies and provides ERISA plan services and third-party manager oversight.

Carlos Vasquez is a financial advisor with Principal Financial Services in Torrance, CA, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Princor Financial Services Corporation and Principal Life Insurance Company since 2007. In addition to his advisory role, he serves as a bank/trust officer supporting Principal retirement plan account relationships across insurance, broker-dealer, and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Stephen Lalli is a financial advisor with PlanMember Securities Corporation based in Carpinteria, CA, holding a Series 63 designation and over 30 years of industry experience. He has worked at PlanMember Securities Corporation since 2006 and previously spent nine years at Surety Investment Services. In addition to his advisory role, he serves as an agent selling supplemental insurance and life insurance products. 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 uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services including personalized retirement planning and separation counseling.

Andrew Talley is a financial advisor with EP Wealth Advisors in Torrance, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining EP Wealth Advisors, he worked at Park Avenue Securities and Guardian Life Insurance Company. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by providing wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and offers services including third-party manager recommendations and ERISA fiduciary support.

Ryan Munroe is a CFP® professional with 12 years of experience in the financial services industry. He has worked at several firms including Creative Planning, Reilly Financial Advisors, Versant Capital Management, JPMorgan Securities, Janus, and TIAA-CREF. He is currently with Creative Planning in San Diego, CA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Jeffrey Holben is a financial advisor at EP Wealth Advisors with 20 years of industry experience. He holds a Series 65 credential and previously led The Holben Group, LLC for 19 years. Outside of advising, he is involved in managing ranching and property management businesses through The Holben Group. 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 preparation. The firm employs a customized investment approach that includes model portfolios, third-party manager oversight, and ERISA plan services.

Austin Seifert is a CFP® with five years of industry experience, currently advising at EP Wealth Advisors. His prior work includes roles at Thompson Wealth Management, Harbour Investments, and Beacon Pointe Advisors. 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 customized wealth management, discretionary portfolio management, and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis along with alternative investment strategies.

Diego Conejo is a financial advisor with Transamerica Financial Advisors who holds Series 63, 65, and 66 licenses and has 14 years of industry experience. He has a background that includes roles at Primerica, Wells Fargo Investments, and Victrix Capital Management, where he provided bookkeeping services for retail shops. Outside of finance, Diego owns Angel City Candle Co, a handmade candle business, and operates West Coast Office Supply, an online used book and office supply retailer. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs, managing billions in assets under management.

Travis Mceuen is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently an advisor at EP Wealth Advisors, where he has worked since 2024. Prior to this, he was with Financial Engines Advisors L.L.C. from 2022 to 2024, and Herrmann & Cooke from 2016 to 2022. 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, employing a mix of fundamental, technical, and cyclical analysis along with third-party manager recommendations and ERISA plan services.

Allan Horner is a financial advisor with EP Wealth Advisors in Torrance, CA, holding a Series 66 designation and 27 years of industry experience. His career includes roles at Criterion Capital Advisors LLC and Wells Fargo Advisors Financial Network LLC. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans with wealth management and discretionary portfolio management. The firm employs a variety of analytical approaches, including fundamental, technical, and cyclical analysis, and offers additional services such as tax preparation and estate-document facilitation for qualifying clients.

Steven Jackson Jr. is a CFP® professional with 20 years of industry experience, currently serving at D.A. Davidson & Co. since 2013. He is a member of the board of directors for the Estate Planning Council of San Gabriel Valley. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with significant net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Tyler Polson is a CFP®-certified financial advisor with 23 years of industry experience, currently practicing at &Partners since 2025. He previously worked at Wells Fargo Advisors and Bank of America, each for eight years. Polson serves on the investment committee of the South Coast Botanic Garden Board in Palos Verdes, providing input on endowment fund investments. &Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, ERISA consulting, and brokerage services through a dual registration as an investment adviser and broker-dealer, utilizing a mix of proprietary and third-party strategies with ongoing portfolio monitoring.

Derrick Garcia is a financial advisor at EP Wealth Advisors with a Series 65 credential and two years of industry experience. He previously worked at Litman Gregory Wealth Management and has held roles at the University of Redlands, Sleepy Hollow Swim and Tennis Club, and Campolindo High School. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning, offering customized model portfolios that incorporate fundamental, technical, and cyclical analysis along with alternative investment options.

Erin Voisin is a CFP®, ChFC®, and Series 66-licensed financial advisor with 13 years of industry experience. She has been with EP Wealth Advisors since 2016. Voisin serves on the CFP Board's WIN Council, which focuses on promoting and advancing women in the financial services profession. EP Wealth Advisors is a registered investment adviser that provides wealth management, financial planning, and ancillary services to individuals, corporate clients, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and offers services ranging from tax preparation to ERISA plan management.

Richard Bean is a CFA® charterholder with two years of experience at EP Wealth Advisors and over 30 years at CornerCap Investment Counsel. He is based in Torrance, CA. EP Wealth Advisors is a registered investment adviser that serves 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, using a combination of fundamental, technical, and cyclical analysis along with third-party manager recommendations.