Joey Katz is a financial advisor at EP Wealth Advisors with 25 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley, E*Trade Securities, and TD Ameritrade. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm employs customized model portfolios and a blend of fundamental, technical, and cyclical analysis, and provides access to tax preparation and estate-document services for qualified clients.

Jason Yamamoto is a CFP® professional at Independent Financial Group, LLC with 22 years of experience in the financial services industry. He has been with Independent Financial Group since 2016. Outside of his advisory role, he is involved in insurance sales and real estate as an agent and also provides notary and management consulting services. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, and plan sponsors with investment advisory programs, financial planning, and retirement plan services. The firm offers a range of discretionary and non-discretionary strategies through various platforms, combining in-house and third-party model portfolios.

Jordan Sisson is a financial advisor at EP Wealth Advisors with three years of industry experience. He holds a Series 65 designation and previously worked at Warren Financial Service & Associates, Inc. Outside of finance, he has experience in the hospitality industry, having worked at PJ Ryan's Pub for four years. EP Wealth Advisors serves individual, corporate, and retirement plan clients by offering wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and a combination of fundamental, technical, and cyclical analysis to manage investments, and provides ancillary services such as tax preparation and estate-document preparation for clients meeting certain asset thresholds.

Lauren Carbonel is a financial advisor with Citigroup Global Markets, holding a Series 66 license and one year of industry experience. Prior to joining Citigroup in 2021, she worked at South Bay Credit Union and Pacific Transportation Federal Credit Union. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including swap dealer and futures commission merchant activities.

Neal Thompson is a financial advisor at EP Wealth Advisors with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Harbour Investments, Thompson Wealth Management, and Cambridge Investment Research. Outside of his advisory role, he is a managing partner of Rosewood Concepts LLC, a restaurant holding company involved in opening The Belmont Restaurant. EP Wealth Advisors serves individual and corporate clients, including high-net-worth individuals, offering wealth 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 provides ongoing monitoring and rebalancing, including third-party manager recommendations and ERISA fiduciary services.

Stefan Gronvold is a financial advisor with NewEdge Advisors in Manhattan Beach, CA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Securities America Advisors and Investacorp Advisory Services. Outside of advising, he is a managing partner at PacificView Wealth Management and serves as an insurance agent specializing in fixed insurance and fixed annuity sales. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to meet diverse client needs.

Jeffery Vandevoir is a financial advisor with EP Wealth Advisors, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior work includes roles at Charles Schwab Bank, Charles Schwab & Co., and TDAmeritrade. 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, employing customized model portfolios and various analytical approaches.

Lea Ann Knight is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience. She currently works at EP Wealth Advisors and previously held positions at Better Money Decisions and North American Management. Outside of her advisory work, she serves as President of the Board of Directors for the Española Valley Humane Society and is a member of the finance committee for Reading Quest. She also reviews online financial planning courses for Kitces.com. 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 with a focus on customized model portfolios and ongoing monitoring using various analytical methods.

Kenneth Cole is a CFP® with three years of industry experience, currently serving as a financial advisor at Mariner. Prior to joining Mariner, he worked at Northwestern Mutual Wealth Management Company and Edward Moyzes. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and integrated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, with a notable focus on tax and accounting integration uncommon among large advisory enterprises.

Carlos Ocampo is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 credentials and four years of industry experience. He has been with CitiBank since 2014. Outside of his advisory role, he provides DJ services for weddings and works as a personal shopper and dog sitter. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies and maintains in-house research and security-pricing activities, supporting large institutional scale and customized investment solutions.

Todd Perry is a CFP® professional with 16 years of industry experience. He is currently an advisor at EP Wealth Advisors and has worked previously at Executive Wealth Management and Vintage Financial Services. Perry also serves as Treasurer for the Brighton Rotary Foundation. 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 such as tax preparation and estate-document preparation for clients meeting certain asset thresholds.

Raymond Chavez is a financial advisor at Centaurus Financial, Inc. with 26 years of industry experience, including 21 years at Centaurus. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a partner in BWRC & Associates, a non-investment-related business. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of services such as financial planning, portfolio management, and retirement-plan consulting, employing both discretionary and non-discretionary arrangements with multiple investment analysis approaches.

Andrew Szewc is a financial advisor at EP Wealth Advisors with a Series 65 designation and three years of industry experience. He has worked at EP Wealth Advisors since 2024 and held prior positions at Executive Wealth Management, Inc. and Fratarcangeli Wealth Management. Szewc serves as a volunteer board member for the Hillsdale College Alumni Association, chairman of the Alpha Tau Omega Fraternity Beta Kappa Chapter Alumni Board, and treasurer of the Work Skills Foundation Board, where he also advises on the foundation’s investment account. 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 customized model portfolios and a variety of investment strategies, including third-party manager recommendations and ERISA plan services.

Jay Simmons is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with EP Wealth Advisors in Torrance, CA. Outside of his advisory role, Simmons is a co-manager of Cyrus Ridge Farm and serves as an adjunct professor teaching a Foundations of Financial Planning course at Southern Virginia College. 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, utilizing customized model portfolios and a range of investment strategies including fundamental and technical analysis.

Adam Hale is a CFP® and holds a Series 65 license with two years of industry experience. He has been with EP Wealth Advisors since 2023 and previously worked in roles outside the financial industry, including operating a gardening business. EP Wealth Advisors is a registered investment adviser serving individual, corporate, and retirement plan clients with services including wealth management, discretionary portfolio management, financial planning, and ancillary offerings such as tax preparation and estate-document preparation. The firm constructs customized portfolios using a combination of fundamental, technical, and cyclical analysis and manages ERISA plan services.

Stuart Campbell is a CFP® professional with four years of industry experience. He currently works at EP Wealth Advisors and previously held roles at Wacker Wealth Partners, NYLIFE Securities LLC, New York Life Insurance Company, and Shea Homes. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides customized wealth management, portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Gregory Wells is a CFP® professional with 16 years of experience, currently serving at EP Wealth Advisors since 2010. He holds Series 63 and Series 65 licenses and 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 provides wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios with ongoing monitoring and rebalancing through various analytical approaches and investment strategies.

Jeremy Mc Mullen is a CFP® and holds a Series 65 license, currently working at EP Wealth Advisors with three years of industry experience. He has prior experience at Foguth Wealth Management, truAdvice, and Foguth Financial Group. 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, utilizing a combination of fundamental, technical, and cyclical analyses along with options and alternative investments when appropriate.

Rahul Shah is a CFP® and Series 66 registered financial advisor with 24 years of industry experience. He has worked at EP Wealth Advisors since 2025 and previously spent 15 years at Peninsula Wealth LLC. Shah is based in Torrance, CA. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm customizes portfolios using fundamental, technical, and cyclical analysis and provides ancillary services such as tax preparation and estate-document access for qualifying clients.

Brady Jardine is a CFP® with 13 years of experience in financial advising. He is currently with EP Wealth Advisors and has worked there since 2020, following six years at Financial Insight Center and The Insight Group Insurance Agency. Outside of his advisory work, Jardine is president and owner of Double Top Outfitters, a hunting guide service. EP Wealth Advisors serves individuals, business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning. The firm uses a combination of fundamental, technical, and cyclical analysis to create customized portfolios and provides ancillary services including tax preparation and estate-document preparation for qualified clients.