Kayla Folts is a financial advisor at EP Wealth Advisors with a Series 66 designation and five years of industry experience. She previously worked at Fidelity Investments and held various roles at firms including MML Investors Services, Mass Mutual Life Insurance, Lenox Advisors, and Equitable Advisors. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and comprehensive financial planning, employing a range of investment strategies including fundamental, technical, and cyclical analysis.

Phuong Quach is a CFP® and holds a Series 65 license, currently advising at EP Wealth Advisors with two years of industry experience. Prior to joining EP Wealth Advisors, Quach worked at Cinergy Financial and Pho Ha+, among other roles. Outside of financial advising, Quach has been involved with Educational Talent Search for several 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 customized wealth management, discretionary portfolio management, and financial planning services, employing a mix of fundamental, technical, and cyclical analysis alongside various investment strategies.

Scott Sayre is a CFP® professional with 24 years of industry experience, currently serving at EP Wealth Advisors since 2020. Prior to this, he spent 16 years with The Insight Group Insurance Agency, LLC and The Insight Group, Inc. He is the owner of Focused Financial Education Services, LLC, where he provides professional speaking and instruction on planning strategies to tax, legal, and financial professionals. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans, offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm uses customized model portfolios and a variety of analytical techniques, including fundamental, technical, and cyclical analysis, and incorporates third-party managers and ERISA plan services.

Richard Rose is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has operated as a self-employed advisor since 1991 and has been with PlanMember since 2013. Rose also runs Quadro Inc, a corporation related to his investment business. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Stephanie Acker is a financial advisor at Transamerica Financial Advisors with one year of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Transamerica, she managed strategy and implementation at Snapsheet, Inc. and serves as Executive Director of The National Fraternity of Phi Gamma Nu, a professional business fraternity focused on developing college students. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services using proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Edwin Unland is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and over 32 years of industry experience. He has been with Independent Financial Group since 2010 and also has a background as a part-time supervisor at United Parcel Service. Additionally, he operates a marketing DBA called Money Matters and is a licensed California insurance agent. Independent Financial Group, LLC is a dual-registered broker-dealer and investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement services, utilizing multiple advisory programs and third-party asset managers to accommodate diverse client needs.

Robert Davis is a financial advisor with EP Wealth Advisors holding a Series 65 designation and seven years of industry experience. He has worked at several firms including Fidelity Brokerage Services and The Insight Group Insurance Agency. Prior to joining EP Wealth Advisors, he was associated with Insight Group Insurance Agency for insurance commission trails but is no longer active in that business. EP Wealth Advisors is a registered investment adviser serving individual, corporate, and retirement plan clients through wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and various analytical approaches, including fundamental, technical, and cyclical analysis, and offers ancillary services such as tax preparation and estate document preparation for qualifying clients.

Richard Derafelo Jr. is a CFP® professional with 23 years of experience in the financial services industry. He is currently with EP Wealth Advisors and previously worked at Lehman & Derafelo Financial Resources LLC and Lehman Financial Resources, Inc. He serves on the Advisory Committee to Brookwood Gas & Convenience LP, a limited partnership involving certain advisory clients. EP Wealth Advisors provides wealth management and discretionary portfolio management services to individuals, corporate clients, and retirement plans. The firm offers customized model portfolios using a variety of investment analyses and also provides ancillary services such as tax preparation and estate-document services for qualifying clients.

Stephanie Richman is a CFP® professional with 34 years of industry experience, currently serving as an advisor at EP Wealth Advisors in Torrance, CA. Her prior experience includes roles at Fidelity Private Wealth Management and running her own firm, Richman Financial Planning, LLC. Outside of advising, she is involved in managing rental properties. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm offers wealth management, financial planning, and ancillary services, employing customized model portfolios and a mix of fundamental, technical, and cyclical analysis, along with third-party manager recommendations and ERISA plan services.

Jason Brown is a CFP® professional with 16 years of experience in the financial services industry. He is currently with EP Wealth Advisors and has previously worked at firms including NEXT Financial Group, Pinnacle Peak Private Client Group, BCG Securities, Robert W Baird & Co., and The Vanguard Group. EP Wealth Advisors serves individuals, 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 create customized portfolios and provides additional services such as tax preparation and estate-document preparation for qualified clients.

James Carr Jr. is a financial advisor at EP Wealth Advisors with Series 63 and Series 65 credentials and over 26 years of industry experience. He previously worked at CIBC World Markets and Banc America Robertson Stephens. He serves on multiple boards, including Wesleyan College, The Task Force for Global Health, the Rotary Club of Atlanta, and Emory University. EP Wealth Advisors provides wealth management, discretionary portfolio management, and financial planning services to individuals, corporate and business clients, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis to construct customized model portfolios and offers additional services such as tax preparation and estate-document preparation for qualifying clients.

Sean Murphy is a CFP® with three years of industry experience, currently serving as a financial advisor at GWN Securities Inc. He has held concurrent roles at Envision Financial Group, Inc. since 2022 and previously worked with The Salvation Army. Murphy is also the Vice President of The Pension Geeks, a retirement and pension planning firm focused on serving K-12 school employees. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth investors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a range of traditional and legacy investment strategies.

Brian Mulvey is a financial advisor at EP Wealth Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Minot Wealth Management LLC and UBS Financial Services Inc. since 2008. EP Wealth Advisors serves individual, corporate, and retirement plan clients, 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 qualified clients.

Luke Cavanagh is a financial advisor at EP Wealth Advisors with a Series 65 designation and two years of industry experience. His prior work includes roles at AdaptHealth Corp and IKEA Purchasing Services (US) Inc. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by offering wealth management, discretionary portfolio management, and financial planning services. The firm creates customized model portfolios using a combination of fundamental, technical, and cyclical analysis, and provides access to ancillary services such as tax preparation and estate-document preparation for qualifying clients.

James Reinke is a CFP® and holds a Series 66 license with 27 years of industry experience. He has worked at EP Wealth Advisors since 2021 and previously spent seven years at Icma Rc Services, LLC. 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, utilizing customized model portfolios and a mix of fundamental, technical, and cyclical analysis.

Aaron Bayne is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Greenspring Advisors LLC and J.P. Morgan Securities LLC. Outside of finance, Bayne is involved in the music industry as a partner and performer with The Trills, LLC, a vocal group based in Los Angeles, and as a partner in Bayne Artist Management, which manages local musicians. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach blending passive and active management with quantitative, momentum, and fundamental analysis.

Chad Burton is a CFP® professional with 25 years of industry experience. He is currently with EP Wealth Advisors and was previously with NewFocus Financial Group, LLC for 16 years. Burton holds Series 63 and Series 65 licenses. EP Wealth Advisors is a registered investment adviser serving individual, 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 for qualifying clients, using a customized investment approach that includes fundamental, technical, and cyclical analysis.

Bryan Turnbow is a financial advisor at Focus Partners Wealth, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Churchill Management Group since 2005. 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, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Jordan Hubbs is a financial advisor at EP Wealth Advisors in Torrance, CA, holding a Series 65 credential with three years of industry experience. His prior roles include positions at Prosperitas Financial, Team Edge, Inc., and J2 Global, Inc. EP Wealth Advisors serves individual, corporate, and retirement plan clients, offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document assistance. The firm constructs customized portfolios using a mix of fundamental, technical, and cyclical analysis and provides ongoing monitoring, including third-party manager recommendations and ERISA plan services.

Esteban Camacho is a Series 66-licensed financial advisor with Primerica Advisors, based in Downey, CA, and has one year of industry experience. His work history includes roles at Park Avenue Securities, Guardian Life Insurance Company, and US Hybrid. In addition to advisory work, he is involved in insurance activities outside of Guardian Life. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.