Chad Parker is a CFP® and ChFC® with 26 years of experience in the financial industry. He currently works at EP Wealth Advisors and previously led Parker Advisory Group for 15 years. Outside of his advisory roles, he serves as president and managing member of investment-related entities involved in real estate investing. EP Wealth Advisors is a registered investment adviser that serves individuals, including high-net-worth clients, businesses, and retirement plans. The firm offers wealth management, financial planning, discretionary portfolio management, and ancillary services such as tax preparation and estate-document preparation, with a focus on customized portfolios and ongoing monitoring using fundamental, technical, and cyclical analysis.

Kristyn Gibson is a CFP®-certified financial advisor with nine years of industry experience, currently serving at EP Wealth Advisors. She previously worked at Rappaport Reiches Capital Management for eight years in various roles. EP Wealth Advisors is a registered investment adviser serving 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 model portfolios and provides ancillary services such as tax preparation and estate-document preparation for qualified clients.

Westley King is a financial advisor at Centaurus Financial, Inc. with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Centaurus Financial since 1994. Outside of his advisory role, King serves as Executive Vice President of Brokerage Design and Development, Inc., where he creates training curricula and organizes workshops. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting through its CLASSIC Plus platform, employing both discretionary and non-discretionary arrangements with a range of investment approaches.

Charles Burling III is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. He holds the Series 66 designation. Prior to his advisory role, he was involved with Academy Jiu Jitsu and Kickboxing. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through various discretionary and non-discretionary arrangements.

Michael Simon is a CFA® charterholder with 26 years of industry experience. He is currently an advisor at EP Wealth Advisors and previously worked for Alpha Mark, LLC for 26 years. Outside of his advisory work, he owns and operates Dispenser Man, LLC, a business that creates and sells home art fixtures and provides rental services for hyperbaric chambers. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm constructs customized model portfolios using fundamental, technical, and cyclical analysis and provides additional services such as tax preparation and estate document preparation for qualifying clients.

Michael Mcginley is a CFP® with 24 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2020, following seven years at Providus Advisors, LLC. Mcginley holds Series 63 and Series 65 licenses. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers customized wealth management and financial planning services, employing a combination of fundamental, technical, and cyclical analysis, along with alternative investment options and third-party manager recommendations.

Loris Rose is a Series 66-licensed financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with 26 years of industry experience. He has been with Centaurus Financial since 2005. Outside of his advisory role, he owns a business called Pinnacle Strategies Insurance and Financial Services and is involved in selling PEO services and group and individual health insurance. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through platforms like CLASSIC Plus and employs both discretionary and non-discretionary arrangements, using a mix of fundamental and technical analysis.

Mark Menne is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked at Centaurus Financial since 2012 and has been with The Lotter Group since 2005. Outside of advisory services, he acts as an insurance agent specializing in life, long-term care, and disability insurance. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm employs a variety of investment approaches across discretionary and non-discretionary accounts, offering financial planning, portfolio management, retirement-plan consulting, and specialized advisory services.

Rachel Seaton is a CFP® and ChFC® affiliated with EP Wealth Advisors in Torrance, CA, with four years of industry experience. She has worked at EP Wealth Advisors since 2023 and previously held roles at Valeo Financial Advisors, Crewe Advisors, Charles Schwab & Co., Inc., and TD Ameritrade. Seaton is also a silent owner of Dauntless Financial, LLC, a family office trust administrator. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document assistance. The firm constructs customized portfolios using a combination of fundamental, technical, and cyclical analysis, and provides ongoing monitoring and fiduciary services for retirement plans.

Douglas Jones is a CFP® professional with 14 years of industry experience. He is currently with EP Wealth Advisors and has previously worked at Riley Private Client LLC, Charles Schwab, and Neuberger Berman LLC. His background includes experience at both large firms and as a sole proprietor. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans, offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm constructs customized portfolios using various analytical methods and provides ongoing monitoring, including recommendations of third-party managers and ERISA plan services.

Casey Conway is a financial advisor at EP Wealth Advisors with 22 years of industry experience. He holds a Series 66 designation and previously worked at Sloan Investment Management, L.L.C. for 17 years before joining EP Wealth Advisors in 2024. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate entities, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation, employing a customized investment approach that includes fundamental, technical, and cyclical analysis alongside alternative investment recommendations.

James Plaskey Jr. is a CFP® professional with 13 years of industry experience, currently serving at EP Wealth Advisors. His prior roles include positions at Executive Wealth Management, EWM Capital, and Private Client Services. Outside of his advisory work, he serves as a board member for the Alzheimer's Association Michigan Great Lakes and is involved with several nonprofit organizations, including the Brighton Chamber of Commerce and Team Suzy. 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, with a focus on customized portfolios that incorporate fundamental, technical, and cyclical analysis.

Ricardo Gonzalez is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. He is currently an advisor at EP Wealth Advisors and previously worked at Bank of America, Merrill, DoubleLine, Canyon Partners, and Trust Company of the West. 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 like tax preparation and estate-document preparation, delivering customized model portfolios with ongoing monitoring using a range of analytical methods and investment strategies.

Michael Stillman is a financial advisor at EP Wealth Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cloud Neff Management and International Research & Asset Management Inc. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning. The firm provides customized model portfolios using fundamental, technical, and cyclical analysis, along with access to tax preparation and estate-document services for qualifying 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.

John Bennis is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He is also the owner of Pacific Wealth Partners, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Nafeng Hioe is a financial advisor at Transamerica Financial Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Aetna and World Financial Group, among other roles. Outside of his advisory work, he serves as CFO of Destiny Builders 8, LLC. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party investment platforms, providing discretionary and non-discretionary portfolio management options.

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.