Benjamin Richter is a financial advisor at EP Wealth Advisors with four years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining EP Wealth Advisors, he worked at Rappaport Reiches Capital Management and held multiple roles at PepsiCo. 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, and employs a combination of fundamental, technical, and cyclical analysis alongside alternative investment recommendations and third-party manager oversight.

Mark Rich is a CFP® professional with 10 years of industry experience. He has worked at EP Wealth Advisors since 2024 and previously spent nine years at Gather Financial Planning, Inc. He also serves as a Senior Consultant at Towers Watson & Co., a risk management and human resource consulting firm. 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 support for clients meeting certain asset thresholds.

Ross Allen is a CFP® with 10 years of experience in the financial services industry. He is currently with EP Wealth Advisors and previously worked at firms including LPL Financial and Commonwealth Financial Network. 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, utilizing customized model portfolios and a range of investment strategies including fundamental, technical, and cyclical analysis.

Rhea Ravindran is a CFP® and Series 65 licensed financial advisor at EP Wealth Advisors with eight years of industry experience. Prior to joining EP Wealth Advisors in 2025, she spent eight years at Rappaport Reiches Capital Management and has been self-employed since 2014. Outside of her advisory roles, Ravindran has worked at Weight Watchers since 2015. EP Wealth Advisors serves 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, using customized portfolios and a mix of fundamental, technical, and cyclical analysis.

Rick Bryan is a CFP® professional with 19 years of industry experience. He has worked at EP Wealth Advisors since 2019 and previously spent 13 years at Conlon & Dart LLC. His current practice 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, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients. Their investment approach includes customized model portfolios with ongoing monitoring and rebalancing, incorporating fundamental, technical, and cyclical analysis alongside options, alternative investments, and private fund recommendations.

Eduardo Ramirez is a CFP® with eight years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. He previously worked at Mariner Wealth Advisors for eight years before joining EP Wealth Advisors. EP Wealth Advisors is a registered investment adviser that serves 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, using customized model portfolios and a range of investment strategies.

Todd Flynn is a CFP® and holds a Series 65 license with 24 years of experience in the financial industry. He has worked at EP Wealth Advisors since 2021 and previously spent 13 years at Soundmark Wealth Management, 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 customized wealth management, financial planning, discretionary portfolio management, and ancillary services such as tax preparation and estate-document preparation for qualified clients, utilizing a mix of fundamental, technical, and cyclical analysis along with access to third-party managers and ERISA plan fiduciary services.

Robert Barber is a financial advisor at Empower Advisory Group with Series 65 and Series 63 credentials. He has been with Empower Financial Services since 2021 and has prior experience at Personal Capital Advisors Corporation. Barber has no industry experience prior to 2020. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s integrated model ties services to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Robert Priola is a financial advisor with EP Wealth Advisors in Torrance, CA, holding Series 66 and Series 65 licenses and four years of industry experience. He previously worked at Wacker Wealth Partners for eight years before joining EP Wealth Advisors. EP Wealth Advisors serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans by offering wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients. The firm uses customized model portfolios and various analytical strategies, including fundamental, technical, and cyclical analysis, along with alternative investments and private fund recommendations.

Derek Holman 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 has been with EP Wealth Advisors since 2005. EP Wealth Advisors serves 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 eligible clients, using customized model portfolios with ongoing monitoring and a combination of fundamental, technical, and cyclical analysis.

Craig Macomber is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and bringing 19 years of industry experience. He has been with Stratos Wealth Partners since 2013 and has also been associated with LPL Financial since 2011. Outside of his advisory roles, he is a part owner of Scoutvisor, a startup where he manages general operations and sales team development. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers a range of advisor-managed and model portfolio strategies, financial planning services, and retirement plan consulting through an open-architecture platform integrating multiple external providers.

Linda Coffey is a financial advisor at EP Wealth Advisors with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at EP Wealth Advisors since 2021. Her prior experience includes roles at Wipfli Financial Advisors, LLC, and Independent Financial Partners. 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 combination of fundamental, technical, and cyclical analysis.

Joan Wenglikowski is a CFP® with 17 years of experience in the financial services industry. She currently works at EP Wealth Advisors, where she has been since 2024, and previously spent 14 years at Wacker Wealth Partners. 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 assistance. The firm uses customized portfolios with ongoing monitoring and employs various investment strategies, including fundamental, technical, and cyclical analysis.

Michael Mccullough is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and with 16 years of industry experience. He has worked at Anthony Azavedo, CPA since 2019 and previously at Orange Coast Financial Group. In addition to his advisory role, he is president of Beach Wealth Management and owner of McCullough Financial, LLC, a tax preparation and accounting firm. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm employs an open-architecture platform with multiple custodians and third-party money managers, primarily managing largely non-discretionary assets.

William Claghorn is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations. His previous roles include positions at City National Bank and RBC Capital Markets. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Ashley Oliveira is a CFP® professional at EP Wealth Advisors with one year of industry experience. Prior to joining EP Wealth Advisors in 2025, she worked at Aspiriant from 2023 to 2025 and Brown Advisory from 2019 to 2023. Before entering the financial industry, she spent four years as a homemaker. 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, financial planning, and ancillary services such as tax preparation and estate-document preparation, utilizing customized model portfolios and a range of investment strategies tailored to client needs.

Subash Seshadri is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked with Cetera Advisor Networks LLC, Securian Financial Services, and Ameriprise Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active managers with quantitative and fundamental analysis.

Craig Mc Crory is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors since 2026. He previously spent 16 years with Capital Insight Partners, LLC. Mc Crory holds a Series 66 license and is based in Torrance, CA. EP Wealth Advisors is a registered investment adviser that serves 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, utilizing customized model portfolios and a range of investment strategies.

Doug Ireland is a financial advisor with EP Wealth Advisors in Torrance, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wedbush Securities Inc., Mass Mutual Investors Services, and Ameriprise Financial Services. Outside of his advisory work, he serves as an assistant baseball coach at Arnold O. Beckham High School in Irvine, CA. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning, constructing customized model portfolios and providing ongoing monitoring using a mix of fundamental, technical, and cyclical analysis.

Stephanie Garcia is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Merrill, Bank of America, and Wells Fargo. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs, broker-dealer execution, and custody services. The firm combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.