Sean Rourke is a financial advisor with Capital Group Private Client Services, Inc., holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His prior roles include positions at Bank of New York Mellon Corp. and City National Bank. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Lucas Karasch is a CFP® with 14 years of industry experience, currently serving as an advisor at EP Wealth Advisors. He previously worked at Ameriprise Financial Services, Inc. and is an investment committee member for The Cambridge School. 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, utilizing customized model portfolios and a range of investment strategies including fundamental, technical, and cyclical analysis.

Brock Niederer is a Series 65-licensed advisor at Lido with one year of industry experience. Prior to joining Lido Advisors, LLC, he worked at Spire Outsourcing and spent several years in education, including three years at BYU Idaho. Lido serves a diverse client base, including high-net-worth individuals, family offices, trusts, and institutional investors, providing comprehensive investment management and wealth services. The firm employs an integrated wealth-management approach with a focus on tactical and defined-risk option strategies, and it is notable for its active sub-advisory roles and extensive affiliated capabilities.

Brian Wilde is a CFP® with 15 years of industry experience. He has worked at EP Wealth Advisors since 2020, following roles at the Financial Insight Center and OneAmerica Securities. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm offers wealth management and discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for eligible clients.

John Keenan is a financial advisor with GWN Securities Inc. in Torrance, CA, holding Series 63 and Series 65 licenses and with 38 years of industry experience. He has been with GWN Securities since 2010 and also serves as Senior Vice President at Keenan & Associates, a firm he has been affiliated with since 1983. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm operates a large network of approximately 423 advisors and manages around $3.65 billion across more than 37,000 client accounts.

Andrew Thomas is a CFP® and holds a Series 65 license, with 15 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2023, following 13 years at Thomas Financial Advisors LLC. Outside of finance, he is a managing member of a closely held liquor store in Fort Collins, Colorado. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, financial planning, discretionary portfolio management, and ancillary services, utilizing customized model portfolios with a mix of fundamental, technical, and cyclical analysis.

Souheir Alrachid is a financial advisor at Eagle Strategies (NY Life) with 17 years of industry experience and holds a Series 66 designation. She has worked previously at AXA Advisors and Farmers Financial Solutions. Alrachid serves as a board member for the Baccash Family Foundation, which provides grants to healthcare and community organizations. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Alexander Gordon is a financial advisor with Mesirow Financial Investment Management, Inc. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at LPL Financial, Brown Wealth Management, Dowling & Yahnke, and eMoney Advisor. Mesirow Financial Investment Management’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, institutional clients, and government entities. The firm utilizes a combination of third-party managers and proprietary private investment products, with a focus on diversified asset allocation and due diligence across various investment types.

Toan Thai is a financial advisor with Eagle Strategies (NY Life) in Rosemead, CA, holding the ChFC® and Series 63 designations and bringing 18 years of industry experience. He has been affiliated with Eagle Strategies since 2023 and has prior experience with Nylife Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse group of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working extensively with institutional sponsors and retirement investors.

Daniel Chesler is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade, Charles Schwab Bank, and New England Securities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and selected Charles Schwab & Co.-referred clients. The firm’s approach is based on standard asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Monica Rangel is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. She has been with Eagle Strategies since 2023 and also operates Efficient Financial and Insurance Solutions, which brokers non-registered insurance products. Outside of her advisory work, Monica volunteers with the Yorba Linda Pop Warner Football Auxiliary Board managing social media content and speaks to high school students on entrepreneurship through United Way of Orange County. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis.

Louis Kim is a financial advisor at Lido with one year of industry experience and holds a Series 66 designation. He previously worked at MKL Capital Management LLC, Paceline Partners, The Leaders Group Inc, and Gideon. Outside of his advisory role, he is the managing member of Big D Hotel, LLC, an investment vehicle related to a hotel in Dallas, Texas. Lido serves a wide range of clients including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies and acts as a sub-adviser to various investment funds, supported by affiliated entities providing trust, tax, insurance, and brokerage services.

Phong Luu is a CFA® charterholder with four years of experience at Cerity Partners LLC and sixteen years prior at Covington Capital Management. He is based in Los Angeles, CA. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, institutions, and private funds, and offers customized wealth management services such as investment management, financial planning, and tax services. The firm employs a client-specific investment framework that integrates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

David Hou is a financial advisor at MAI Capital Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Evoke Wealth, LLC, First Republic Investment Management, Inc., Luminous Capital, LLC, and Merrill. MAI Capital Management, LLC provides investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies using various investment vehicles while integrating financial planning and tax services.

Warren Sypinero is a CFP® and CFA® with 15 years of industry experience, currently serving at First Citizens Investor Services, Inc. in Beverly Hills, CA. His career includes roles at Fidelity Brokerage Services LLC, Union Bank, TIAA, and TIAA-CREF. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes IAR-led assessments and applies fundamental, quantitative, and technical analysis across a range of investment products including equities, fixed income, mutual funds, and ETFs.

Maher Askary is a financial advisor at Lido with a Series 65 credential and experience at firms including Envision Capital Group, Partners Capital Group, and AD Asset Management. He has served as managing director of an investment fund for commercial real estate that is currently closing. Lido provides investment management and wealth-planning services to a diverse client base, including high-net-worth individuals, family offices, and institutional investors. The firm uses an integrated wealth-management approach that includes tactical option strategies and active sub-advisory roles, supported by a broad network of affiliated entities.

Warren Johnson is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with large institutional scale and unique market roles.

Adam Castillo is a financial advisor at Lido with the Series 66 designation and four years of industry experience. Prior to joining Lido in 2022, he worked at LPL Financial and has experience with Mondelez International and California State University of San Marcos. He was also involved with the North County Basketball Officials Association from 2018 to 2020. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional clients, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with a range of asset allocations and tactical option strategies, and is known for its active sub-advisory roles and affiliated capabilities in trust, tax, and brokerage services.

Jeffrey Kaufmann is a financial advisor at Lido with 19 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Boston Private Wealth, SVB Wealth, Banyan Partners, 15430 Endeavour Drive, Inc., and UBS Financial Services. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and corporations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with a range of investment strategies and maintains active roles in sub-advisory and investment-company services.

Andrea Grumley is a CFP® professional with four years of experience at EP Wealth Advisors and three years prior experience at Homewood Capital Management. Before entering the financial industry, she worked as a self-employed editor. She is based in Torrance, CA. 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 such as tax preparation and estate-document preparation, using customized portfolios and a blend of fundamental, technical, and cyclical analysis.