Abel Kan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and previously held roles at Health Net Insurance Company and Debtmerica, LLC. Kan is also involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach with third-party managers and digital platforms, managing regulatory assets of about $1.7 billion.

David Masias is a CFP® professional with seven years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Merrill, Wells Fargo Clearing, Madison Partners, and TIAA-CREF. He also works as a financial advisor providing fixed insurance through Wealth Enhancement Group. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies with oversight from an internal Investment Committee.

Jennifer Cook is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Capital Bank & Trust Company and New Market Wealth Management. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach with separately managed accounts, affiliated funds, and access to alternative strategy funds.

Keaton Leslie is a CFP® credentialed financial advisor with five years of industry experience, currently serving clients at EP Wealth Advisors. Prior to joining EP Wealth Advisors in 2025, he held roles at Infinitas, Raymond James Financial, and Bank of America, among others. Leslie is also the owner and founder of KJL Talent Solutions, a recruiting firm operating outside of his advisory career. EP Wealth Advisors is a registered investment adviser that provides wealth management, financial planning, and ancillary services to individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm employs a customized investment approach incorporating fundamental, technical, and cyclical analyses, and offers ERISA plan fiduciary services along with a range of portfolio management options.

Lilach West is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. She holds a Series 65 designation and has worked with Brookstone since 2020. In addition to her advisory role, West is a licensed insurance agent with JD Mellberg Financial and also serves as an attorney reviewing living trusts for past clients. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Jasmine Bair is a financial advisor at EP Wealth Advisors with a Series 65 credential and one year of industry experience. Prior to joining EP Wealth Advisors, she worked at LongView Asset Management and has held positions with the USDA Forest Service, among other roles. She owns a financial literacy education business, Keeping Finance Personal, which offers free and low-cost online workshops on budgeting, spending, and debt repayment. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, providing wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and a variety of investment strategies, alongside ancillary services such as tax preparation and estate-document preparation for clients meeting certain asset thresholds.

Gustavo Pires De Oliveira Dias is a financial advisor at IEQ Capital, LLC with eight years of industry experience. He holds a Series 65 designation and has previously worked at Qualcomm Ventures, Kellogg School of Management, Portola Partners Group LLC, and Brownson, Rehmus & Foxworth. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm emphasizes a macroeconomic research-driven investment process and offers a range of services including discretionary SMA management, family-office support, OCIO engagements, and digital asset exposure through Fidelity Digital Asset Services.

Jonathan Straub is a financial advisor at Mariner with 22 years of industry experience. He holds a Series 65 credential and has worked at Mariner since 2022, following eight years at B+ Institutional Services, LLC and AdvicePeriod, LLC. Outside of his advisory role, he is involved with OpenAdvisor Technologies, Inc., where he contributes to the development of estate planning and legal documentation software, and serves as a director at Accelerant Law, PLLC, an estate planning law practice. Mariner serves a broad client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm’s investment approach combines customized discretionary portfolios managed by an internal team and Investment Committee with allocations to third-party managers, covering a wide range of asset classes and strategies.

Jonathan Figlin is a CFA® charterholder and Series 63 licensee with three years of industry experience. He is currently with MAI Capital Management, LLC and has previously worked at Evoke Advisors, Offit Capital, and Mozaic. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning and tax services into many client relationships.

Orlino David is a financial advisor at Transamerica Financial Advisors with Series 65 and Series 63 licenses and one year of industry experience. He has a long career with Torrance Unified School District, where he manages accounting and financial services, and served in the United States Marine Corps for 29 years. He is also involved with Inheritguard, LLC, providing estate planning education and client communications. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with access to proprietary and third-party model portfolios.

Mark Maxson is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Citigroup since 2016. Outside of his advisory role, he is a member of PETALANDPALATE LLC, a wholesale flower brokerage operated jointly with his wife. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and is notable for its large institutional scale, in-house research capabilities, and unique market roles including derivatives and futures services.

Jeffrey Dore is a financial advisor at MAI Capital Management, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Evoke Wealth, LLC and First Republic Investment Management, Inc. He is based in Los Angeles, CA. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a wide range of clients, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory capacities, managing significant assets and affiliated investment vehicles.

Kelly Owens is a CFP® professional with 12 years of industry experience. She is currently an advisor at EP Wealth Advisors in Torrance, CA, where she has worked since 2025. Prior to joining EP Wealth Advisors, she spent 11 years with Alphamark Advisors LLC. EP Wealth Advisors serves individual, corporate, and retirement plan clients, offering wealth management, discretionary portfolio management, and financial planning services. The firm utilizes customized model portfolios and a variety of analytical methods, recommending a diverse mix of investments and providing ERISA plan services.

Michael Goddard is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2025. His prior experience includes roles at OneDigital Investment Advisors LLC, Independent Financial Partners, LPL Financial, and Triad Advisors. He is the founder and CEO of C-Suite Connector, a web-based executive networking group. Integrated Wealth Concepts LLC serves individuals, families, high-net-worth clients, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm provides discretionary investment management, financial planning, family office, and retirement plan advisory services, offering customized portfolios primarily using mutual funds, ETFs, equities, and fixed income with a long-term investment approach complemented by shorter-term rebalancing.

Riasat Irtiza is a Series 66-licensed financial advisor with two years of industry experience, currently with Mariner in Los Angeles, CA. His prior roles include positions at Ses LLC, Royal Alliance Associates, INC., Seia LLC, and HCR Wealth Advisors. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house and third-party management, and provides specialized offerings such as Core Family Office services and a Financial Wellness Platform for employer clients.

Brian Parker is a CFP® professional with 27 years of industry experience, currently serving at EP Wealth Advisors since 2005. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Parker serves on the finance committee of the Beach Cities Health District and is a board member of the Hermosa Beach Education Foundation. EP Wealth Advisors is a registered investment adviser that provides wealth management, financial planning, and discretionary portfolio management services to individuals, corporate clients, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and offers ancillary services including tax preparation and estate-document assistance for qualifying clients.

Klaudia Dettloff is a CFP® and holds a Series 66 designation, with 10 years of industry experience. She has been with EP Wealth Advisors since 2019 and previously worked at Guidant Wealth Advisors and LPL Financial. 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, providing customized portfolios that incorporate fundamental, technical, and cyclical analysis, along with a range of ancillary services such as tax preparation and estate-document assistance for qualified clients.

Thomas Dwyer is a CFP® professional with 22 years of industry experience. He has worked at EP Wealth Advisors since 2023 and spent 20 years at Resolute Financial, LLC prior to that. EP Wealth Advisors is a registered investment adviser serving individual, corporate, and retirement plan clients. The firm offers wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios and a range of investment strategies including fundamental, technical, and cyclical analysis.

Rebecca Dutka is a CFA® charterholder with four years of experience in the financial industry. She has worked at Cerity Partners LLC since 2022 and previously spent 18 years at Covington Capital Management. Dutka is based in Los Angeles, CA. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Matthew Christopher is a CFA® charterholder currently with EP Wealth Advisors and has seven years of industry experience. His prior roles include positions at Parcion Private Wealth LLC and the City of London Investment Management Company Limited. EP Wealth Advisors serves individuals, corporate clients, and retirement plans with customized wealth management, discretionary portfolio management, and financial planning services. The firm employs a mix of fundamental, technical, and cyclical analysis along with alternative investment recommendations and ERISA plan services.