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 65 and Series 63 licenses and previously worked at firms including LPL Financial and Gerber Kawasaki Wealth & Investment Management. Klein is also president of Pacific Pointe Advisors, an S corporation he established to manage his business activities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent investment adviser representatives. The firm offers a variety of portfolio management and consulting services and incorporates technology tools and centralized due diligence in its investment approach.

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.

Jose Lopez is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with EP Wealth Advisors and previously worked at Wilson Financial Advisors and JP Morgan Chase & Co. He also has an academic background from Cal State University Fullerton. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans. The firm offers wealth management, financial planning, and ancillary services including tax preparation and estate-document preparation for qualified clients, utilizing customized portfolios with diverse analytical approaches and ongoing monitoring.

Matthew Patterson is a financial advisor at NewEdge Advisors with Series 63 and Series 65 licenses. He joined NewEdge Advisors in 2025 and previously worked at Ignition Creative LLC for nine years and Team Whistle for three years. 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 advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Jonathon Matson is a financial advisor at EP Wealth Advisors with 19 years of industry experience. He holds the Series 63 and Series 65 registrations. His prior experience includes roles at REDW Wealth LLC and CUNA Brokerage Services, Inc. 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 variety of investment analyses, and it provides ancillary services such as tax preparation and estate-document preparation for eligible clients.

Angela Horvat is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. She has worked with Diversified Investors Securities Corporation since 2006 and with Diversified Investment Advisors since 2004. Outside of finance, she owns and operates The Dancing Broom, LLC, a residential and commercial cleaning service. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education focused on asset allocation and retirement planning. The firm leverages Morningstar Investment Management’s proprietary tools and manages a large client base primarily through non-discretionary assets.

Corbin Coursey is a CFP® with seven years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. He previously worked at Clearview Wealth Advisors and has held roles at Versant Capital Management and Equity Methods. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document assistance. The firm uses customized model portfolios with a variety of investment strategies and provides ERISA plan services including participant education and fiduciary management.

Giorgina Mei Nguyen is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. Her prior roles include positions at Global Retirement Partners, LPL Financial, Wells Fargo Clearing, and Wells Fargo 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, and financial planning services, employing a range of investment strategies including fundamental, technical, and cyclical analysis, as well as recommendations of alternative investments and third-party managers.

Minh Phan is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Citigroup Global Markets since 2022. He previously worked at JPMorgan Securities LLC for six years. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services. The firm is notable for its large institutional scale, in-house research capabilities, and roles as a security-based swap dealer and futures commission merchant.

Barbara Walker is a financial advisor with TLG Advisors, Inc. She holds a Series 65 designation and has 18 years of industry experience. Her prior work includes roles at Senior Retirement Solutions and Blg Financial and Insurance Services Corporation. Outside of her advisory work, she is involved in online course creation through BOSS DOC ONLINE and serves as a board member of Premier Marketing Resources Corp., a trucking company. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

Joseph Crossan is a financial advisor at EP Wealth Advisors with 40 years of industry experience. He holds the CFP® designation and Series 63 license. His prior experience includes nearly two decades at Financial West Group and 30 years at NBS Financial Services, Inc. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by providing wealth management, financial planning, and ancillary services such as tax preparation and estate-document assistance. The firm uses customized model portfolios and a variety of investment strategies, including fundamental, technical, and cyclical analysis, along with alternative investments and private fund recommendations.

Clifton Morton is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Cetera Investment Services, First Allied Securities, and National Planning Corporation. He is based in San Pedro, CA. 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 brokerage, portfolio management, financial planning, and retirement plan services, delivering advisory programs through its AccessPoint platform and third-party asset managers.

Josefina Hernandez is a financial advisor at Principal Financial Services with 24 years of industry experience. She holds a Series 66 designation and previously worked for CETERA Advisor Networks LLC for 20 years before joining Principal in 2022. Hernandez is a co-founder and treasurer of The Friendship Factor, a nonprofit supporting children with neurodiverse differences. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Jennifer Li is a CERTIFIED FINANCIAL PLANNER™ at EP Wealth Advisors with 10 years of industry experience. She has worked exclusively with EP Wealth Advisors since 2015. 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, using a variety of analytical approaches and investment strategies to create customized portfolios and provide ongoing monitoring.

Geniffer Takacs is a CFA® charterholder with 14 years of industry experience. She has been with EP Wealth Advisors since 2016, serving in various roles within the firm. EP Wealth Advisors is a registered investment adviser that serves high-net-worth 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 qualifying clients, using a combination of fundamental, technical, and cyclical analysis along with third-party manager recommendations.

Ryan Malone is a financial advisor at EP Wealth Advisors with six years of industry experience. He holds a Series 65 designation and previously worked at Buffington Mohr McNeal and U.S. Bank. 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 variety of analytical approaches, including fundamental, technical, and cyclical analysis.

Joel Callagan is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior work includes roles at PineCone Research, The Vanguard Group, Inc., and Oakwood Capital Management. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and a range of specialized program offerings.