Adam is the Director of Portfolio Strategy at EP Wealth Advisors, where he helps establish asset allocation strategy as a member of the firm’s Investment Committee. Adam also serves as the voice of the firm’s investment strategy, and frequently provides market commentary across the media and in client communication pieces. Prior to joining EP Wealth Advisors in 2014, Adam served as a Senior Portfolio Manager at City National Rochdale in Beverly Hills, where he specialized in research and portfolio construction while overseeing nearly $700 million on behalf of high-net-worth individuals, foundations, and trusts. Adam holds a Bachelor of Science in Business Administration from the University of Southern California (USC), and earned his Master’s in Business Administration from the University of California – Los Angeles (UCLA). In addition, Adam holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations, and is a member of the CFA Society of Los Angeles and the CFA Institute. Adam was named to the Forbes Best-in-State Next Gen Wealth Advisors in 2019. Adam lives in Palos Verdes with his wife and two children, Hunter and Madison.

Janet Rilling is a senior portfolio manager and head of the Wells Fargo Asset Management (WFAM) Multi Sector Fixed Income - Plus and High Yield. In this capacity, she has oversight and portfolio management responsibilities for separate accounts, mutual funds and commingled vehicles across a range of strategies. She joined WFAM from Strong Capital Management in 2005 as a portfolio manager. Prior to joining WFAM, she was a high yield and investment grade credit research analyst beginning in 1995 and then a portfolio manager starting in 2000. Janet began her career in 1990 as an auditor with Coopers & Lybrand, spending three years specializing in the manufacturing and financial services industries. She earned a bachelor’s degree in accounting and finance and a master’s degree in finance from the University of Wisconsin, Madison. Janet is a Certified Public Accountant and has earned the right to use the Chartered Financial Analyst® (CFA®) designation.

Jeff Klingelhofer is co-head of investments for Thornburg Investment Management. He is responsible for driving the investment process at the firm level. Jeff is also a portfolio manager on multiple strategies. He joined the firm in 2010, then was promoted to associate portfolio manager in 2012. In 2015, Jeff was made portfolio manager and managing director. Jeff earned a BA in economics with a minor in business from the University of California at Irvine, and an MBA from the University of Chicago Booth School of Business in 2010. He is also a CFA charterholder. Prior to joining Thornburg Investment Management, Jeff spent four years with PIMCO, where he was responsible for monitoring portfolio leverage and risk tolerances.

Senior Vice President, Fixed-Income Client Portfolio Manager Kris Moreton is a senior vice president and client portfolio manager on the fixed-income investment team at Columbia Threadneedle Investments.

Steve Mula is a 30-year veteran of the financial services industry. His areas of expertise include strategy research and analysis, asset allocation, and portfolio construction for institutional and individual clients. As Chief Investment Officer (CIO) at JJ Burns & Company, Steve oversees the portfolio-construction and management process. He also directs the firm’s research and trading groups. Previously, Steve worked as a securities analyst and portfolio manager at Bank of America and Charles Schwab, and as a consultative strategy analyst at GE Asset Management and BlackRock. He also served as CIO at Prestige Wealth Management. His prior experience includes mutual-fund analysis and portfolio management, buy- and sell-side consultative analysis, manager due diligence, financial analysis, and performance measurement. Steve holds a B.A. degree in Economics from the University of Massachusetts/Boston. He holds the Chartered Financial Analyst (CFA) designation and is a regular member of the CFA Institute.

BRAD WRIGHT, CFP®: As Founding Partner, Chief Investment Officer, and Director of Financial Planning, Brad focuses on understanding, researching, planning, and implementing our clients' financial goals. Brad is also a frequent guest speaker to Fortune 500 companies and often serves as a financial expert for Boston’s ABC affiliate WCVB-TV, the Mix 104-1 New England Lifestyles show, and TheStreet.com/Retirement-Daily. Brad began his transition to financial planning over ten years ago from a successful career as a television and radio host, working for ABC, NBC, and CBS Radio. Brad's experience and approach enables him to easily connect and build relationships with clients to collaboratively determine their path to financial independence. Brad is serving as the 2021 Chair of the Financial Planning Association of Massachusetts and he's a member of the Television Academy, where he is an official Emmy Awards voter. Brad resides in Andover, MA.

As Chief Investment Officer, Don’s primary responsibilities include setting the strategic direction of the firm’s investment platform, the prudent stewardship of the firm’s assets under management, and overseeing all investment-related communications. He also chairs the firm’s Investment Committee and oversees all portfolio construction and manager due diligence efforts. His expertise is in the areas of financial mathematics, portfolio management, corporate finance, and taxation. A renowned thought leader, public speaker, and industry commentator, Don is regularly interviewed by the news media and financial press on a variety of economic and market-related matters. In addition to his professional activities, Don also serves on the Advisory Board of Institutional Investors RIA Institute, the editorial board of the Journal of Financial Services, and the Finance Advisory Board of Widener University. Don earned his MBA from the University of Chicago and his Masters in Taxation from Widener University. Additionally, he earned the CERTIFIED FINANCIAL PLANNERTM certification from the CFP® Board of Standards, Inc, the QPA designation from the American Society of Pension Professionals and Actuaries, and ERPA designation from the Internal Revenue Service.