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    4203 (2)
    EP Wealth Advisors

    • Torrance Financial Advisors

      • Ana Contreras, CFP®
      • Aleks Chkadua
      • Derek Holman, CFP®, AIF®
      • Kiersten Large 
      • Tom Nguyen, CFP®
      • Brian E. Parker, CFP®
      • Eric Swanson, CFP®
      • Fernando Reyes, CFP®
      • Greg Wells, CFP®
      •  
    • South Bay Financial Advisors
      • Jon Bacon, CFP®
      • Mary Harris, CFP®
      • Matthew Kuhn, MBA, CFA, AIF®
      • Cristin Rigg, CFP®, CDFA®
      • Clay Zachry, CFP®
      •  
    • Lafayette Financial Advisors

      • Lynn Ballou, CFP®,
      • Diane C. Jakubowski, CFP®, MBA
      • Laura R. Knolle, MS, CFP®
      • Ross Millie, MBA
      • Stephanie Richman, CFP®,  CPCC®
      • Ryan Schwartz, CFA, CFP®
    •  
    • Lafayette West Financial Advisors

      • Loren B. Kayfetz MSFS, CFP®, ChFC, CLU
      • Jonathan Spector, MS, CFP®
      •  
    • Valencia Financial Advisors

      • Michael McGrath, MS, CFP®, CLU®
      • Patrick Kinney, MBA
    • Seattle Financial Advisors

      • Joe Boden, CFP®
      • Rick Bryan, CFP®
      • Mitch Conlon, CFP®
      • Stephen Dart, JD
      •  
    • Denver - Littleton Financial Advisors

      • Elizabeth Cady, CFA, CFP®
      • Sara Gardner, CFP®
      • Jon D. Moore, CFP®

         

    • Denver - Tech Center Financial Advisors

        • Nick Hatfield, CFP®
                                                                                        
    San Mateo Financial Advisors
     
      • Ryan Schwartz, CFA, CFP®
      •  
    • Orange County Financial Advisors

      • Tyler Robuck, MBA, CFP®
      • Ryan Serrecchia, CFP®
      • Elliott Servais, MBA, CFP®
      • Jason Stein, CFP®
      •  
    • West Los Angeles Financial Advisors

      • Trevor Bush, MBA, CFP®
      • Clint Camua, MBA, CFP® 
      • Kathy Costas, CDFA®
      • Patrick Kinney, MBA
      • Eric Nikssarian, CFP®
      •  
    • San Diego Financial Advisors

      • Sean Cartin, CFP®
      • Richard C. Donnelly, CIMA®, RLP®
      • Brad Owen, CFP®, RLP®, RMA®
      • Adam N. Werner, CFP®, CPWA®
      • Lucas Karasch, CFP® 
      •  
    • Phoenix Financial Advisors

      • Adrian Larson
      • M.J. Nodilo, AIF® 
      • Patsy L. Nodilo
      •  
    • Chandler Financial Advisors

      • James Dwyer, CFP®, AIF®
      • Mike McGinley, CFP®, AIF®
      •  
    • Chicago Financial Advisors

      • Klaudia Gryfik, CFP®
      • Frank T. Patzke, CFP®, MBA
      •  
    • Dallas Financial Advisors

      • Brett Anderson CRPC®
      •  Michael Stillman 
      •  
    • Salt Lake City Financial Advisors

      • Chuck Cutler, ChFC®, CLU®
      • Dallin Cutler, CFP®
      • Robert Davis
      • Richard Janke, CFP®
      • Ryan Krantz
      • Mark Matley, ChFC®, CLU®
      • Tyler Petersen, CFP®
      • Paul Salisbury, CFP®, ChFC®, CLU®
      • Dave Tate, ChFC®, CLU®
      •  
    • Logan Financial Advisors

      • Brady Jardine, CFP®
      • Brian Wilde, CFP®

     

    •  

    Investment Committee

      • Kevin Ashworth, CFA
      • Kevin Beebe, CFA
      • Patrick Goshtigian, CFA
      • Derek Holman, CFP®, AIF®
      • Cris Moran, CFA, CFP®
      • Brian E. Parker, CFP®
      • Adam Phillips, CFA, CFP®


    Financial Planning

      • Brandon Beckner, CFP®
      • Erich Cassidy, CFP®, ChFC®
      • Morgan DeGooyer 
      • Wyatt DeGooyer, CFP®
      • Linda Ginder, CFP®, EA, CDFA®
      • Tim Gottfredson, CFP®
      • Kyle Hurt
      • Emily Kohnman
      • Jennifer Li, CFP®, EA, CAP®, CExP™
      • Connor P. McDevitt, CRPS®, CPFA
      • Bret Miller 
      • Alina Narr, CFP®
      • Brett Panziera, CFP®
      • Kristen Perez, CFP®
      • Mike Ramirez, CFP®, CCPS
      • Ali Rigby
      • Scott Sayre, CFP®, CFS
      • Jonel Tomines
      • Monica van Eck, CFP®, CDFA®
      • Erin Voisin, CFP®, MS, CDFA®, ChFC®, EA
      • Lyndsey Xa

     

    Tax and Estate Planning

      • Rhonda Morgan, JD
      • Therese Tippie, CPA

     

    Investment Team

      • Natalia Amato 
      • Guy Anderson
      • Karen Chan
      • Jason Clebowicz 
      • Haas El Farra, MBA
      • Safa Ghabbour
      • Armando Herrera, FPQP™
      • Daiana Kelleyian, CFA
      • Armand Lebrilla
      • Geniffer Takacs, CFA

     

    Operations Team

      • Kelly Alameddin, FPQP®
      • Kelly Anselmo 
      • Steven Beals 
      • Ross Bernstein
      • Meredith Beazley
      • Irene Biddle 
      • Brenda Bishop
      • Thomas J. Bonomo, MBA
      • Luis Bribiesca
      • Calvin Bui
      • Tyler Burke
      • Jeni Buys
      • Susan Carsello 
      • Jaynie Collins
      • Stefanie Corrales, FPQP™, SHRM-SCP®
      • Michael DeSantis, FPQP™
      • Brian Gosell
      • Liz Guerrero 
      • Taja Hardy
      • Ryan Kuhn
      • Elena Israel
      • Maura Madden, CFP®
      • Seth Maristuen
      • John McCormick
      • Trevor Moore
      • Mineko C. Murai
      • Travis Meyer
      • Suzanne Mickelson 
      • Sheri Nelson
      • Rhonda O'Neal 
      • Sean Ostrom
      • Marcia Parker 
      • Bernadette Posen
      • Meena Pegany 
      • Kat Phan
      • Bert Raquel 
      • Brian Shortsleeve 
      • Lauren Smyer 
      • Jackie Swanson
      • Julie Sweeten
      • Jamie Tarrant
      • Lisa Villagrana
      • Elle Wenz, MBA
      • Brenda Winn
      • Veronica Wimer

     

    Partnership Integration Team

      • Jilda Balyan
      • Garrett N. Carter, CFP®
      • Debi Murphy

     

    Compliance

      • Mario Chilin, CCEP®, CSCP®
      • Alicia Ramirez

     

    Finance and HR

      • John Ertman
      • Jennifer Herron
      • Adella Real y Vasquez
      • Christopher Toumajian, CPA
      • Martyn Wicks

     

    Employee Enrichment

      • Sherryl Ray

     

    Client Experience and Marketing

      • Rachel Chin
      • Austin King
      • Breene Murphy

     

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