Carey Mcneal is a financial advisor at EP Wealth Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and was previously with Buffington Mohr McNeal for 27 years. Outside of his advisory role, Mcneal serves as vice president of the McNeal Corporation, where he is involved in project management and accounting for the family’s real estate partnership. EP Wealth Advisors serves individuals, including high-net-worth clients, as well as 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 variety of analytical approaches.

Lawrence Bennett is a financial advisor with Eagle Strategies (NY Life) in Placentia, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes long-term roles with New York Life Insurance Company and Nylife Securities Inc., and he has operated Bennett Financial & Insurance Services since 1999. Outside of his advisory work, he volunteers with the Boy Scouts, serves on the finance committee of Tara's Chance, and is president of the Kiwanis Club of Fullerton. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides multiple program options tailored to client objectives and maintains a primarily non-discretionary asset base with fiduciary responsibilities for retirement investors.

Michael Coursey is a financial advisor with EP Wealth Advisors in Torrance, CA, 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. Outside of advising, he is involved in investment-related ventures through ownership and management of multiple investment properties. EP Wealth Advisors serves individuals, business clients, and retirement plans by providing wealth management, discretionary portfolio management, and financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to create customized portfolios, alongside ancillary services such as tax preparation and estate-document assistance for qualified clients.

Martin Nodilo is a financial advisor at EP Wealth Advisors with 20 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Pathlight Investors, LLC for 10 years before joining EP Wealth Advisors in 2019. 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 a range of investment strategies including fundamental, technical, and cyclical analysis, as well as alternative investments and private fund recommendations.

Brandon Krizo Yaple is a financial advisor at EP Wealth Advisors with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Fisher Investments and Wells Fargo Clearing. EP Wealth Advisors serves individuals, corporate clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm employs customized model portfolios and uses a mix of fundamental, technical, and cyclical analysis along with access to third-party managers and alternative investments.

Yueyi Du is a financial advisor with Transamerica Financial Advisors and holds a Series 63 designation. She has three years of industry experience and has been involved with DU Advisors, LLC since 2020, where she provides accounting and tax services. Her prior experience includes roles at Smarter Tools, Inc. and Wfgia. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides proprietary and third-party model portfolio solutions with discretionary and non-discretionary options.

Mustafa Binns is a CFP® with nine years of industry experience and currently serves as a financial advisor at EP Wealth Advisors. He has prior experience at firms including Empirical Wealth Management, Coldstream Wealth Management, and Merrill. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm creates customized model portfolios using a range of analytical methods and provides additional services such as tax preparation and estate-document facilitation for eligible clients.

George Chiu is a financial advisor with Equity Services, Inc. who holds Series 63 and Series 65 licenses and has 32 years of experience in the financial industry. He has worked at Equity Services since 2017 and also operates Strategic Horizon Inc., focusing on insurance agency services. Outside of his advisory roles, he serves on the board of directors for the Buddhist Fellowship of Southern California. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms incorporating third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Matthew Crow is a financial advisor at Mercer Global Advisors Inc. with 28 years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at EP Wealth Advisors and TD Waterhouse Investor Services Inc. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, and offers a range of implementation options such as ETFs, mutual funds, separate accounts, and direct indexing.

Julie O'Rourke is a CFP® with eight years of industry experience, currently serving as a financial advisor at EP Wealth Advisors since 2022. She previously held roles at U.S. Bancorp Investments, U.S. Bank, and City National Bank. 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 services, using customized model portfolios and a mix of fundamental, technical, and cyclical analysis.

Rosa Melkonyan is a financial advisor with Eagle Strategies (NY Life) in Glendale, CA, holding Series 65 and Series 63 licenses and possessing 14 years of industry experience. Her prior roles include positions at NYLife Securities LLC and New York Life Insurance Company. She operates two insurance-related business ventures, Blue Cedar Financial and Insurance Solutions and Trinity Capital Insurance and Financial Solutions LLC, focused on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Nishesh Yadav is a financial advisor at EP Wealth Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab & Co., Inc. and TD Ameritrade. Outside of finance, he is the founder and sole member of iNishiative Sports LLC, a business focused on coaching, training, and video production services. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by offering wealth management, discretionary portfolio management, and financial planning services. The firm constructs customized model portfolios and employs various investment strategies, including alternative investments and ERISA plan services.

Andrew Becker is a financial advisor at EP Wealth Advisors with 21 years of industry experience. He holds the Series 66 designation and previously worked for J.J.B. Hilliard, W.L. Lyons, LLC for 13 years. Outside of his advisory role, he is involved as a lender and shareholder in System Akvile GmbH, a skincare company based in Hamburg, Germany. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning. The firm employs customized model portfolios and a range of analytical techniques, including fundamental and technical analysis, and provides services such as tax preparation and estate-document preparation for qualifying clients.

Stephen Knadle is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. His prior experience includes roles at Fidelity Brokerage Services LLC and the Shuster Advisory Group. EP Wealth Advisors is a registered investment adviser that serves individual, corporate, and retirement plan clients. The firm provides wealth management, discretionary portfolio management, and financial planning services, offering customized portfolios with ongoing monitoring and a range of investment strategies including alternatives and third-party manager recommendations.

Lynn Oeding is a financial advisor at Creative Planning with four years of industry experience. She has been with Creative Planning since 2021 and has a background in film production through her long-term involvement with Phat Films, Inc. Outside of finance, she is an investor in Face Haus, a beauty salon based in Los Angeles. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various specialized portfolio management techniques, and offers a range of affiliated non-investment services such as estate legal support and retirement plan recordkeeping.

Robert Larsen Jr. is a CFP® professional with 13 years of industry experience, currently serving at EP Wealth Advisors. His prior experience includes roles at Executive Wealth Management, Executive Tax Solutions, and The Huntington Investment Company. Larsen is also a board member of Sci AI, where he participates in business decision-making. EP Wealth Advisors is a registered investment adviser that serves individuals, including high-net-worth clients, as well as corporate and retirement plan clients. The firm offers customized wealth management, discretionary portfolio management, and financial planning services, incorporating fundamental, technical, and cyclical analysis alongside various 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® professional with 15 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors since 2024. She previously worked at Gather Financial Planning for six years and Sagepath Financial Planning, LLC for five years. 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 preparation. The firm constructs customized model portfolios using a mix of fundamental, technical, and cyclical analysis, incorporating short-term trading, options, alternative investments, and private fund recommendations when appropriate.

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.

Guan Yang is a financial advisor with Eagle Strategies (NY Life) based in Pasadena, CA. He holds Series 63 and Series 66 registrations and has 10 years of industry experience. He has worked at Eagle Strategies since 2018 and has been associated with NYLife Securities LLC and New York Life Insurance Co since 2016 and 2015, respectively. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and manages a majority of its assets on a non-discretionary basis.