William Simpson is a CFP® professional with 19 years of experience in financial advising. He is currently with EP Wealth Advisors, where he has worked since 2023. Prior to that, he was with Resolute Financial, LLC for seven years and Azimuth Financial Planning, LLC for ten years. 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, financial planning, retirement plan advisory, and additional services such as tax preparation and estate-document facilitation, employing a suitability-driven investment process and a range of asset classes.

Neal Marchant is a financial advisor at EP Wealth Advisors with 19 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. Prior to joining EP Wealth Advisors in 2022, he worked at Vantage Advisors, LLC and Vantage Strategies, LLC for over a decade. Marchant serves on the boards of Dixie State University Innovation Foundation, St. George Musical Theater, Friends of Washington County Recovery Court, Inc., and Pine View Public Infrastructure District. 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 services, offering customized model portfolios and ongoing monitoring using a combination of fundamental, technical, and cyclical analysis.

Sherry Anselmo is a financial advisor at EP Wealth Advisors with 33 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at Charles Schwab & Co., Inc. and TD Ameritrade Investment Management, LLC. 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 qualifying clients. They utilize customized model portfolios with ongoing monitoring and employ a mix of fundamental, technical, and cyclical analysis, including short-term trading and alternative investment strategies when appropriate.

Carey Mcneal is a financial advisor at EP Wealth Advisors with 27 years of industry experience. He previously worked at Buffington Mohr McNeal for 27 years before joining EP Wealth Advisors in 2025. Outside of his advisory role, Mcneal serves as vice president of the McNeal Corporation, managing real estate development and project accounting. EP Wealth Advisors 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, employing a suitability-driven approach that includes mutual funds, ETFs, equities, fixed income, and alternative investments.

Michael Coursey is a financial advisor with EP Wealth Advisors, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Clearview Wealth Advisors, Capstone Wealth Advisors, and Wells Fargo Advisors. EP Wealth Advisors serves individuals, corporate clients, and retirement plans with 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 specialized services such as tax preparation and estate-document preparation for qualified clients.

Martin Nodilo is a financial advisor at EP Wealth Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pathlight Investors, LLC for 10 years before joining EP Wealth Advisors in 2019. 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, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, employing a suitability-driven process and a range of investment vehicles.

Brandon Krizo Yaple is a financial advisor with EP Wealth Advisors and holds Series 63 and Series 65 licenses. He has 11 years of industry experience, including prior roles at Fisher Investments and Wells Fargo Clearing. 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, with customized model portfolios and access to ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Mustafa Binns is a CFP® certificant with nine years of experience in the financial services industry. He is currently with EP Wealth Advisors and has held prior roles at Empirical Wealth Management, Coldstream Wealth Management, Merrill, and other firms. 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 services, utilizing customized model portfolios and a range of analytical approaches including fundamental, technical, and cyclical analysis.

Claudia Leao is a financial advisor at Empower Advisory Group with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at GWFS Equities, Inc. and TIAA-CREF. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm uses an integrated delivery model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates in its planning services.

Gary Klein is a financial advisor at NewEdge Advisors with 28 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining NewEdge Advisors in 2024, he worked at Regal Wealth Group Inc for 19 years. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Julie O’rourke is a CFP® with seven years of industry experience, currently serving as a financial advisor at EP Wealth Advisors since 2022. Her prior experience includes roles at U.S. Bancorp Investments, U.S. Bank, and City National Bank. 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, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, employing a suitability-driven investment process across a range of asset classes.

Nishesh Yadav is a financial advisor at EP Wealth Advisors with Series 63 and Series 65 credentials and five years of industry experience. He has previously worked at Charles Schwab & Co., Inc. and TD Ameritrade. Outside of his advisory role, he is the founder of iNishiative Sports LLC, a firm providing coaching, training, and film editing services. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm employs a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and provides additional services such as tax preparation and estate-document preparation for qualifying clients.

Andrew Becker is a financial advisor at EP Wealth Advisors with 20 years of industry experience. He previously worked for J.J.B. Hilliard, W.L. Lyons, LLC for 13 years. Outside of his advisory role, he is a lender and shareholder in a skincare company based in Hamburg, Germany, and participates in investor meetings remotely. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm provides discretionary portfolio management and financial planning using a suitability-driven process and offers additional services such as tax preparation and estate-document facilitation.

Stephen Knadle is a CFA® charterholder with seven years of industry experience. He is currently with EP Wealth Advisors and has previously worked at Fidelity Brokerage Services LLC and Shuster Advisory Group. EP Wealth Advisors serves individuals, including high-net-worth clients, as well as corporate and retirement plan clients. 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 blend of fundamental, technical, and cyclical analysis.

Robert Larsen Jr. is a CFP® professional with 13 years of industry experience, currently serving at EP Wealth Advisors since 2024. His prior experience includes roles at Executive Wealth Management, Private Client Services, and The Huntington National Bank. Outside of advisory work, he serves on the board of Sci AI, assisting with business decisions. EP Wealth Advisors is a registered investment adviser that serves individuals, 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 variety of investment strategies.

Jamie Ta is a Series 65-credentialed advisor with five years of industry experience, currently affiliated with Integrity Alliance, LLC. Jamie has been associated with Retirement Planning Advisors, Inc. since 2012. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans, operating as a large advisor network with over 300 representatives managing approximately $5.4 billion in assets. The firm offers a range of services including portfolio management, financial planning, and both wrap and non-wrap programs, utilizing various investment approaches and third-party sub-advisers through multiple platforms.

Abigail Morton is a CFP® and holds a Series 65 license with 14 years of industry experience. She has worked at EP Wealth Advisors since 2024, following six years at Gather Financial Planning and five years at Sagepath Financial Planning. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to develop and monitor customized portfolios, offering discretionary management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation.

Evan Kress is a financial advisor at Principal Financial Services with seven years of industry experience. He holds a Series 66 designation and has previously worked at OneDigital Investment Advisors and Retirement Benefits Group. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. 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.

John Barbrick is a financial advisor at EP Wealth Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Private Client Services LLC, Executive Wealth Management, and Invest Financial Corp. Outside of his advisory role, he manages commercial real estate through RKBREH LLC. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to develop and manage portfolios using a range of investment vehicles and offers additional services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Joseph Eiguren is a financial advisor at EP Wealth Advisors with six years of industry experience. He holds a Series 65 designation and has previously worked at Buffington Mohr McNeal, Tolsma USA, LLC, and Intelligent Office Boise. Outside of his advisory role, he serves as treasurer for a competitive youth soccer team in Boise, managing financial transactions and dues for the team. EP Wealth Advisors is an independent, fee-only 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, employing a suitability-driven process and a range of investment vehicles.