Michael Stillman is a financial advisor with EP Wealth Advisors in Torrance, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Cloud Neff Management and International Research & Asset Management Inc. before joining EP Wealth Advisors in 2020. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans by offering wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios with a combination of fundamental, technical, and cyclical analysis, and provides access to tax preparation and estate-document services for qualified clients.

Charles Johnson is a CFP® and holds a Series 65 license with 20 years of industry experience. He has worked at EP Wealth Advisors since 2023 and previously spent 17 years at Resolute Financial, LLC. 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, utilizing customized model portfolios with a mix of fundamental, technical, and cyclical analysis alongside alternative investment options.

Jeffrey Ingraham is a CFA® charterholder with 21 years of industry experience. He is currently an advisor at EP Wealth Advisors and previously worked for Manning & Napier Advisors, LLC, and its affiliated entities over a period spanning 14 years. 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, with a focus on customized model portfolios and ongoing monitoring that incorporates fundamental, technical, and cyclical analysis.

Susan Anastasiadis is a financial advisor at EP Wealth Advisors with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at MS Howells & Co, Securities America, Inc., Foothill Securities, Inc., and Capital Insight Partners, LLC. Outside of her advisory role, she serves as a board member of an office condominium association. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, providing wealth management, discretionary portfolio management, and financial planning services. The firm utilizes customized model portfolios with a blend of fundamental, technical, and cyclical analysis, and offers access to tax preparation, estate-document services, and a wrap fee program.

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 designations and 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 Gintoki LLC, an entity related to her office space arrangements. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a model-driven approach to portfolio management that integrates both active and passive strategies across various risk profiles.

Shunsuke Fukushi is a CFP® professional with 21 years of experience in financial advising. He is currently with Independent Financial Group, LLC, where he has worked since 2018. Prior to that, he was with Centaurus Financial, Inc. for 13 years and has been associated with Mark Geschwind & Associates for over two decades. Outside of advising, Fukushi owns a college consulting business that specializes in financial aid consulting. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs a range of portfolio management strategies, combining both passive and active investments, and incorporates client risk tolerance assessments to tailor proposals and investment models.

Michael Brescione is a financial advisor with Osaic Institutions, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior work includes roles at Money Concepts Capital Corp, LPL Financial, Wescom Financial Services, and several other firms. He also spent two years in homemaking between 2023 and 2025. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients. The firm offers customized advisory services and utilizes a hybrid adviser/broker-dealer structure with a mix of discretionary and non-discretionary accounts, along with access to alternative investments and lending solutions.

Ryan Schwartz is a financial advisor at EP Wealth Advisors in Torrance, CA, holding CFP® and CFA® designations with 11 years of industry experience. He has worked with EP Wealth Advisors since 2017 and previously with Private Capital Management Associates LLC from 2011 to 2017. 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, utilizing customized model portfolios and a range of investment strategies.

Jeffrey Moeller is a CFA® charterholder with two years of experience at EP Wealth Advisors. He previously spent 20 years with CornerCap Investment Counsel. 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.

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 previously worked at Purshe Kaplan Sterling Investments and Cribstone Capital Management. Outside of his advisory role, he serves as a trustee and member of the finance committee for Tedford Housing, a nonprofit homeless shelter. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by offering wealth management, discretionary portfolio management, and financial planning services. The firm utilizes customized model portfolios and a combination of fundamental, technical, and cyclical analysis, while also providing ancillary services such as tax preparation and estate-document assistance.

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® with 17 years of industry experience, currently advising at EP Wealth Advisors in Torrance, CA. She worked at Rappaport Reiches Capital Management, LLC from 2012 to 2025 before joining EP Wealth Advisors. EP Wealth Advisors serves individuals, corporate clients, and retirement plans with wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm utilizes customized model portfolios and a combination of fundamental, technical, and cyclical analysis, along with alternative investments and third-party manager oversight.

Amanda Klein is a financial advisor at NewEdge Advisors with nine years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Mid Atlantic Capital Corporation, and HarbourVest Partners. Outside of her advisory role, she provides tax preparation services through Klein Tax Services. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, employing multiple program structures and centralized due diligence supported by technology, including recent adoption of artificial intelligence in certain operations.

Steven Stacey is a CFP® and holds a Series 65 license, with 18 years of experience in the financial industry. He has been with EP Wealth Advisors since 2021 and previously worked for New Focus Financial Group, 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, utilizing customized model portfolios and a range of investment strategies.

David Rappaport is a CFP® professional affiliated with EP Wealth Advisors in Torrance, CA, with 29 years of industry experience. Prior to joining EP Wealth Advisors in 2025, he spent 20 years at Rappaport Reiches Capital Management, LLC. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm employs a mix of fundamental, technical, and cyclical analysis to construct customized model portfolios and also provides ancillary services such as tax preparation and estate-document preparation for qualified clients.

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 63 and Series 65 licenses and has worked at several firms, including LPL Financial and Gerber Kawasaki Wealth & Investment Management. Klein is also the president of Pacific Pointe Advisors, an S corporation he created to operate his business. 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 advisors. The firm offers diverse portfolio management and consulting services and integrates technology and centralized due diligence in its investment approach.

Alexander Ray is a CFP® professional with 10 years of experience in the financial industry. He is currently with Creative Planning and has previously worked at firms including MAI Capital Management, Evoke Advisors, Goldman Sachs, Morgan Stanley, and JP Morgan. His background includes roles across wealth management and private banking. Creative Planning provides wealth management, financial planning, and retirement plan advisory services to a wide range of clients, including individuals, pension plans, trusts, and corporations. The firm uses a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, direct indexing, and selective private market exposure.

William Beeler is a financial advisor with NewEdge Advisors, holding a Series 63 designation and 28 years of industry experience. Prior to joining NewEdge Advisors in 2024, he spent 19 years with Regal Wealth Group Inc. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of services such as portfolio management, financial planning, retirement plan consulting, and access to third-party advisory programs, utilizing multiple program structures and technology tools to support advisors and clients.