Armando Estevane is a CFP®-certified financial advisor at EP Wealth Advisors with 12 years of industry experience. His career includes roles at Fidelity Investments and JP Morgan Chase Bank prior to joining EP Wealth Advisors. 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 customized portfolios and a range of investment strategies including fundamental and technical analysis.

Ryan Kuhn is a CFP® professional with three years of experience in financial advising. He is currently with EP Wealth Advisors, where he has worked since 2019. Prior to that, he held roles at Pathlight Investors and Wageworks and has experience related to Arizona State University. 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 such as tax preparation and estate-document facilitation, utilizing a suitability-driven process and a range of investment vehicles.

German Amaya Jr. is a financial advisor with Citigroup Global Markets holding Series 65 and Series 66 licenses and two years of industry experience. His prior work includes positions at Bank of America, Merrill, JP Morgan, and Amazon, among others. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm combines large institutional scale with unique market roles, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Daniel Potter is a financial advisor at EP Wealth Advisors with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining EP Wealth Advisors in 2025, he worked at TBFM, LLP dba Buffington Mohr McNeal for three years and spent eight years at Boise State University. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm provides discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, using a suitability-driven process with a range of investment options.

Thomas Quinn is a CFA® charterholder and Series 65 licensed advisor with nine years of industry experience. He is currently with EP Wealth Advisors and previously spent 35 years at Cornercap Investment Counsel, where he also serves as CEO. Based in Atlanta, GA, Quinn’s background includes extensive leadership within investment management. 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 approach to portfolio management and offers additional services such as tax preparation and estate-document facilitation.

Henry Degooyer is a CFP® and Series 65-licensed advisor with six years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2020, following roles at The Insight Group Inc., Integrated Financial Group, LLC, and HCA Healthcare. Based in Salt Lake City, UT, he provides financial advisory services through EP Wealth Advisors. 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, employing a suitability-driven process that includes the use of mutual funds, ETFs, equities, fixed income, and alternative investments, along with fiduciary ERISA services and ancillary offerings such as tax preparation and estate-document facilitation.

Anita Ravani is a Series 66 licensed financial advisor with 12 years of industry experience, currently with Citigroup Global Markets since 2023. Her prior roles include positions at Raymond James & Associates, DA Davidson Companies, Stifel Nicolaus & Co Inc, and Morgan Stanley. Outside of her advisory work, she serves as an adjunct professor at California State University Los Angeles. Citigroup Global Markets serves individual and institutional clients across a broad range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and security pricing, and provides a variety of custody, execution, and advisory services.

Hansen Champlin is a financial advisor with Independent Financial Partners and holds Series 63 and Series 65 designations. He has 32 years of industry experience and has worked previously with LPL Financial and Unify Federal Credit Union, where he continues to serve in various roles, including Vice President. Champlin is also a board member of the Irlen Syndrome Foundation, a nonprofit focused on raising awareness and funding research. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable capability in retirement-plan advisory and pension consulting.

Pei Li Wang is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. She holds a Series 63 designation and has worked at Integrated Wealth Concepts since 2024. Outside of her advisory role, Wang is a partner at Windes, Inc., a CPA firm, where she has served since 2000. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, utilizing customized portfolios with a long-term investment approach combined with tactical rebalancing and oversight of third-party managers.

Alexander Deherrera is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Churchill Management Group since 2011, joining Focus Partners Wealth in 2025. 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 investment approach that emphasizes tax- and fee-sensitivity and combines active and passive strategies within an enhanced open architecture framework.

Joey Roman is a CFP® and Series 65-licensed financial advisor with EP Wealth Advisors in Torrance, CA, bringing two years of industry experience. Prior to joining EP Wealth Advisors, he worked in veterinary care and retail, and he has served with the Long Beach Fire Department. 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 services using a suitability-driven approach that includes mutual funds, ETFs, equities, fixed income, and alternative investments.

Devin Paul is a financial advisor at EP Wealth Advisors with four years of industry experience. He holds a Series 65 designation and has worked with several firms, including Warren Financial Service and Northwestern Mutual. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, portfolio management, and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis, as well as access to alternative investments and private funds.

Jared Kelly is a financial professional with GWN Securities Inc., holding a Series 66 designation and 12 years of industry experience. He has been with GWN Securities since 2014. Outside of his advisory role, he is the owner of Medusa Capital, Inc., a limited liability company. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients, including high-net-worth investors. The firm manages approximately $3.65 billion across more than 37,000 accounts, offering discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios through a large network of advisors.

Brian Lacrosse is a CFP® professional with 19 years of industry experience, currently serving as an advisor at GWN Securities Inc. since 2014. He holds the Series 66 designation and is co-owner of The Galeb Group, a financial services business involved in investment and insurance sales. GWN Securities is an SEC-registered investment adviser and broker-dealer that manages discretionary accounts and provides financial planning for individual and business clients. The firm offers a range of managed-account programs and model portfolios, including traditional and active strategies, supported by a large network of approximately 423 advisors.

James Henry is a financial advisor at EP Wealth Advisors with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Sloan Investment Management LLC for 13 years. 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 for qualifying clients, using customized model portfolios and a range of investment strategies.

Casey Conrad is a financial advisor at EP Wealth Advisors with three years of industry experience. He holds a Series 66 designation and has prior experience at Capital Group - American Funds Distributors, Inc. and various credit unions. Outside of advisory work, he has been involved with Infinite Rares since 2022, an entrepreneurial venture. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers customized wealth management, discretionary portfolio management, and financial planning services, utilizing a blend of fundamental, technical, and cyclical analysis along with alternative investment strategies.

Lyla Kristina Bonilla is a Series 65-licensed financial advisor with one year of industry experience. She is currently with EP Wealth Advisors and has prior experience at Opes Wealth Management, Neokai Capital, and Cambridge Associates. EP Wealth Advisors serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm utilizes customized model portfolios with fundamental, technical, and cyclical analysis, and provides services such as tax preparation and estate-document facilitation for qualified clients.

Emily Sorensen is a CFP® and Series 65-licensed financial advisor with two years of industry experience. She is currently with EP Wealth Advisors and previously worked at Spring Source Wealth Advisors and held various roles at Utah State University and Conservice The Utility Experts. 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, financial planning, and ancillary services such as tax preparation and estate-document preparation, utilizing customized model portfolios and a mix of fundamental, technical, and cyclical analysis.

Ryan Ignacio is a CFP® and CFA® with 10 years of industry experience. He has worked at EP Wealth Advisors since 2021 and previously spent five years at NewFocus Financial Group, LLC. Ignacio holds a Series 63 license and is based in Torrance, CA. 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, and financial planning with additional services such as tax preparation and estate-document assistance for qualified clients. Their investment approach includes customized model portfolios with fundamental, technical, and cyclical analysis, incorporating third-party managers and ERISA plan services.

Guy Nicio is a financial advisor with Integrated Wealth Concepts LLC and holds experience from 1 year in the industry. He is also a partner at Windes Inc., a CPA firm where he has worked since 1998. In addition to his advisory role, Nicio is involved in Windes Inc. as a partner. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, and family office services, employing customized portfolio strategies with a combination of internal management and third-party asset managers.