EP Wealth and Independent Advisor Alliance Announce Key C-Suite Hires Amid Digital Transformation and Growth Strategy

EP Wealth Advisors has appointed Justin Mikhalevsky as its chief product and technology officer, a newly created position. Mikhalevsky previously led analytics, AI, and business systems at Kestra. The hire is part of a broader effort to simplify and scale digital experiences for clients, advisors, and employees. Meanwhile, Independent Advisor Alliance has appointed Dale Riley as its chief growth officer, supporting its mergers and acquisitions momentum.