Lewis Perkins is a CFP® with 33 years of industry experience, currently affiliated with Independent Financial Group, LLC since 2008. He also owns Comprehensive Financial Solutions, Inc, where he serves as an officer and director. Outside of his advisory roles, Perkins is involved in family dispute mediation and serves as treasurer for Northeast Neighbors, a nonprofit organization. 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 brokerage, portfolio management, financial planning, and retirement plan services through a national network of advisors and multiple program platforms.

Ryan Hall is a CFP® professional with two years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. Prior to joining EP Wealth, he worked at Wacker Wealth Partners for three years and has held positions at TrueNorth Health Center and the Esalen Institute. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios with a range of analytical approaches and access to alternative investments and private funds.

Brett Davalos is a financial advisor at EP Wealth Advisors with 15 years of industry experience. He holds a Series 66 designation and previously worked for Peninsula Wealth LLC from 2012 to 2025. 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 services, utilizing customized model portfolios and a variety of investment strategies including fundamental, technical, and cyclical analysis.

Adam Werner is a CFP® and holds a Series 65 license with 16 years of experience in the financial services industry. He is currently with EP Wealth Advisors, where he has worked since 2018, following six years at Donnelly Wealth 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 provides wealth management, discretionary portfolio management, and financial planning services, employing a range of investment strategies including fundamental, technical, and cyclical analysis, as well as options and alternative investments when appropriate.

Ryan Heiligenthal is a CFP® certificant with seven years of industry experience. He is currently affiliated with Osaic Advisory Services, LLC and has prior experience with Securities America Advisors and SABRE Financial Services. He volunteers with the Coordinated Assistance Network/Foundation for Financial Planning, providing financial coaching to veterans and their families. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, and retirement consulting through multiple program models, utilizing both proprietary and third-party platforms.

Michael Mc Callister is a financial advisor with PlanMember Securities Corporation and holds a Series 65 designation. He has recent experience working at McCallister Financial Group and Palos Verdes Practice Management. Prior to his advisory roles, his work history includes Deloitte and positions in education. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary oversight, participant investment options, and educational support. The firm employs a top-down strategic asset allocation process with risk-based mutual fund portfolios and utilizes third-party custodians while maintaining dual registration as a broker-dealer and investment adviser.

David Cantor is a financial advisor with EP Wealth Advisors, holding 23 years of industry experience. He previously spent 24 years at Longview Asset Management LLC and has been the sole owner and president of Raven'sWing Asset Management Inc. since 2000. Raven'sWing holds a majority interest in Longview Asset Management, and Cantor oversees its management outside of securities trading hours. EP Wealth Advisors serves individuals, corporate clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and a combination of fundamental, technical, and cyclical analysis, including alternative investments and private fund recommendations.

Donita Joseph is a Series 65-licensed financial advisor with Integrated Wealth Concepts LLC, bringing six years of industry experience. She is also a partner at Windes, Inc., a CPA firm where she has worked since 1989. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management and financial planning, constructing customized portfolios with a long-term approach and utilizing both internal and third-party asset management.

Albert Herzog IV is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. His prior experience includes roles at Executive Wealth Management, Private Client Services, and Wells Fargo Advisors. He is also involved in entrepreneurial activities as an owner and advisor of various financial and tax-related businesses, including Executive Wealth Management and Executive Tax Solutions. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm employs a customized investment approach that combines fundamental, technical, and cyclical analysis, and provides ancillary services such as tax preparation and estate-document preparation for clients meeting certain asset thresholds.

Jared Lopez is a CFA® charterholder based in Torrance, CA, with 8 years of industry experience spanning roles at Capital Group, BNY Mellon, First Bank, and EP Wealth Advisors, where he has worked since 2022. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation, using customized portfolios with a mix of fundamental, technical, and cyclical analysis.

Morgan Degooyer is a CFP® and holds a Series 65 license, currently serving as a financial advisor at EP Wealth Advisors with six years at the firm and a total of nine years in the industry. His prior experience includes roles at The Insight Group, Inc., Integrated Financial Group, and The Church of Jesus Christ of Latter-Day Saints. EP Wealth Advisors is a registered investment adviser serving individual, corporate, and retirement plan clients. The firm offers wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios with ongoing monitoring and rebalancing that incorporate fundamental, technical, and cyclical analysis.

Sara Laclair is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. She currently works at EP Wealth Advisors and previously held roles at Capital Insight Partners, Voya Financial Advisors, Inc., and Rayhons Financial Solutions. 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, and financial planning, utilizing a mix of fundamental, technical, and cyclical analysis to construct customized model portfolios and provide ongoing monitoring, including ERISA plan services.

Tyler Mc Sween is a CFP® at EP Wealth Advisors with one year of industry experience. He previously worked at First Republic Investment Management and Schoettle Financial before joining EP Wealth Advisors. 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 for qualifying clients.

Ayako Yoshioka is a CFA® charterholder with 10 years of experience in the financial services industry. She has worked at Wealth Enhancement Advisory Services, LLC and its predecessor entities since 2016. Prior to joining Wealth Enhancement Advisory Services, she was affiliated with Oakwood Capital Management and its division ACORN DIGITAL WEALTH. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Farid Mokhtarian is a financial advisor with TLG Advisors, Inc. based in Torrance, CA, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with The Leaders Group Inc. since 2009. Outside of advising, he is an author and is involved in several insurance-related businesses. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm’s investment approach emphasizes manager selection and ongoing monitoring, applying fundamental analysis and Modern Portfolio Theory to build diversified portfolios.

Mark Pierce is a CFP® with 22 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. His prior roles include positions at Purshe Kaplan Sterling Investments, Criterion Capital Advisors LLC, Wells Fargo Advisors, and his own firm, Pierce & Pierce Inc., which operates a family farm. He also serves on the board of directors for the nonprofit Blakeford at Green Hills. EP Wealth Advisors is a registered investment adviser that provides wealth management, discretionary portfolio management, and financial planning services to individuals, businesses, and retirement plans. The firm employs a blend of fundamental, technical, and cyclical analysis to construct customized portfolios and offers ancillary services including tax preparation and estate-document facilitation for qualified clients.

Matthew Kuhn is a CFA® charterholder and holds a Series 65 license with 29 years of industry experience. He has been with EP Wealth Advisors since 2020 and previously spent 28 years at Harris Financial Advisors, Inc. He is based in Torrance, CA. 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 uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and provides additional services such as tax preparation and estate-document facilitation for qualifying clients.

Megan Hurches is a financial advisor at EP Wealth Advisors with four years of industry experience. She holds a Series 65 designation and previously worked at Executive Wealth Management, Dynamic Wealth Management Solutions, and has experience in healthcare roles at Ascension St. Thomas West, Sarah Cannon Research Institute, and Northwestern Memorial Hospital. Outside of advising, she serves as a nurse educator, virtually instructing patients on the use of home INR monitoring systems. 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, employing customized portfolios with a range of analytical approaches and facilitating ERISA-related fiduciary services.

Steven Mahan is a CFA® charterholder with 12 years of industry experience. He is currently with EP Wealth Advisors and previously worked at Capital Insight Partners LLC and American Funds. 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, using customized model portfolios and a variety of investment strategies including fundamental, technical, and cyclical analysis.

John Gardner is a CFP® and ChFC® at EP Wealth Advisors with six years of industry experience. He previously worked at Northwestern Mutual in various roles from 2018 to 2023 before joining EP Wealth Advisors. 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, using a combination of fundamental, technical, and cyclical analysis along with alternative investment strategies.