Andrew Block is a CFA® charterholder with 13 years of industry experience. He is currently with RBC Rochdale, LLC and has previously been associated with Rochdale Investment Management, Rim Securities LLC, and City National Bank. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and government entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, utilizing proprietary tools and collaborating with third-party sub-advisors to create tailored portfolios.

Madison Spahr is a Financial Advisor at Merrill Lynch Wealth Management based in Houston, Texas. She works with families and individuals across various industries to develop customized financial strategies that align with their personal goals and life aspirations. As part of the TSPN Wealth Management Group, a team of over 30 Financial Advisors and Wealth Management Client Associates, Madison focuses on wealth planning, retirement planning, executive compensation, and tax minimization. Her approach emphasizes tailored wealth plans designed to help clients understand complexities such as stock option plans and determine optimal retirement timelines. Madison transitioned into financial services in 2019 after a career in public relations, inspired by her Godfather's advice on the importance of cash flow management. She holds a Bachelor's Degree in Communications from the University of Colorado Boulder and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Raised in Los Angeles, Madison currently lives in Houston and maintains an active lifestyle through activities such as skiing, hiking, running, cycling, yoga, and Pilates. She is also a member of the Alpha Chi Omega Sorority.

Joshua Mendoza is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds Series 63 and Series 65 licenses and has been with Eagle Strategies and affiliated New York Life entities since 2024. His prior work includes positions at UCLA and involvement with the UCLA Alumni Association and Project Gateway. 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 advisers. The firm emphasizes tailored recommendations across multiple program types and manages a substantial portion of its assets on a non-discretionary basis.

Jonathan Isaacman is a CFP® with 27 years of industry experience, currently serving at Kayne Anderson Rudnick Investment Management, LLC. Prior to joining Kayne Anderson Rudnick, he worked at Charles Schwab Bank and Fidelity Personal and Workplace Advisors. He also holds Series 66 and Series 63 designations. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a diverse client base, including institutional investors and high-net-worth individuals. The firm emphasizes fundamental, company-level research and incorporates proprietary governance and sustainability assessments into its investment process.

Kevin Galvez is a CFP® professional with six years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Chatterton & Associates, The Wealth Management Team, Gregory W. Beck CPA, and Hd Vest Investment Services. He holds the Series 63 designation and is based in Los Angeles, CA. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Sean Meier is a Series 66-licensed financial advisor with Oppenheimer in Los Angeles, CA, where he has worked since 2012. He has 14 years of industry experience and has also been affiliated with Global Platinum Securities LLC since 2004. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with manager selection, mutual funds, ETFs, and fixed-income and equity strategies.

Herbert Quick IV is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 11 years of industry experience. His career includes roles with multiple companies across various sectors, including estate planning services with InheritGuard, LLC, and referral partnerships in home loans and insurance. Outside of financial advising, Herbert is involved in creative services such as writing, editing, music production, graphic design, photography, and videography. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment models and manages substantial discretionary and non-discretionary assets.

Robert Apuzzo is a financial advisor with Eagle Strategies (NY Life) in Los Angeles, CA, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked at AXA-Advisors, LLC and has served as an officer of a homeowners association in West Hollywood, performing administrative and record-keeping duties. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad range of individual and institutional clients. The firm offers multiple advisory programs and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Andrew Wissell is a financial advisor at Lido with a Series 66 credential and one year of industry experience. He has worked at several firms including Accelerated Wealth Partners, J.P. Morgan Securities, JPMorgan Chase Bank, First Republic Bank, Focus Financial Partners, and Union Capital Park. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach with diversified allocations across multiple asset classes and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Aaron Gallardo is a financial advisor with Schwab Wealth Advisory Inc. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at RBC Capital Markets for 13 years and briefly at Wells Fargo Advisors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across various asset types. The firm operates as an internal advisory unit within the Schwab ecosystem and uses Schwab’s research tools and standard asset allocation models to support client decision-making.

John Kennedy III is a financial advisor at Lido with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Pegasus Partners Ltd. and Robert Baird & Co. prior to joining Lido. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers investment management, financial planning, family office services, and retirement and estate planning, employing an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Supriya Batra is a financial advisor at Hightower Advisors with 20 years of industry experience. She holds the Series 66 designation and has worked at Hightower Advisors since 2021. Her prior experience includes roles at Bel Air Management Company, Bel Air Securities LLC, and Bel Air Investment Advisors LLC. Hightower Advisors offers investment advisory and planning services to a wide range of individual and institutional clients. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and provides services including portfolio management, financial planning, and retirement plan consulting.

Alan Kaye is a financial advisor at TLG Advisors, Inc. with 45 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at The Leaders Group Inc and Cetera Advisor Networks, LLC. He also operates Alan Kaye Insurance, an insurance business active since 1973. TLG Advisors serves a diverse client base, including individuals, high-net-worth clients, trusts, corporations, and institutional investors, providing investment supervisory services, portfolio management, and financial planning. The firm utilizes fundamental analysis and Modern Portfolio Theory to construct diversified portfolios and offers a direct-to-consumer digital program, Starlight Portfolios, which adjusts portfolios based on risk profiles and market conditions.

Garrett Dederichs is a financial advisor at Lido with a Series 65 credential and one year of industry experience. Prior to joining Lido, he worked at KPMG, LLP for five years. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers integrated wealth management services, including investment management, financial planning, family office services, and retirement and estate planning, and utilizes diversification and options-based strategies within client accounts and pooled vehicles.

Henry Tam is a financial advisor at HSBC Securities (USA) Inc. with 17 years of industry experience. He has held roles at HSBC Securities and HSBC Bank USA since 2014. He holds Series 63 and Series 66 designations. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations, providing both client-directed and discretionary investment options. The firm employs a structured investment process with multiple risk profiles and integrates strategic asset allocation and fund due diligence through affiliated global asset management teams.

Lindsey Cook is a financial advisor with RBC Rochdale, LLC, holding the Series 66 designation and bringing 19 years of industry experience. She previously worked at Rochdale Investment Management from 2010 to 2017 and has been with CNR Securities, LLC since 2017. Outside of her advisory role, Cook serves as a committee member at JY, Inc., providing consulting on business development and coaching, and is a board member of Felicia's Children Center Foundation, a charitable organization supporting orphaned children in Tanzania. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, using an active, multi-strategy investment approach that combines quantitative and fundamental analysis. The firm offers various portfolio management and advisory services, focusing on tailored solutions across multiple asset classes.

Benjamin Huston is a CFP®-certified financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 16 years of industry experience. His prior roles include positions at The Colony Group, Gratus Capital, Mariner Wealth Advisors, Fisher Investments, and Fidelity Investments. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, and individual clients. The firm emphasizes fundamental, quality-oriented equity research and implements strategies across various market capitalizations and asset types, serving both direct clients and other investment advisers.

Brandon Heicklen is a financial advisor at Lido with five years of industry experience and holds a Series 65 credential. He previously worked at Steel Peak Wealth Management and has been involved since 2020 in a non-investment business coaching high school and junior college football players in punting and kicking. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities, offering integrated wealth management with diversification across various asset classes and options-based strategies. The firm manages assets both directly and through third-party managers, routinely serves registered investment companies, and maintains a broad affiliate structure.

Brandon Denihan is a financial advisor at Lido with nine years of industry experience. He holds Series 63 and Series 65 licenses and was previously with Crawford Investment Counsel for 20 years. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities, offering investment management, financial planning, family office services, and estate planning. The firm employs an integrated wealth management approach focused on diversification and options-based strategies, managing assets both directly and through sub-advisers.

Alan Varnishung is a financial advisor with Hightower Advisors in Los Angeles, holding a Series 65 credential and two years of industry experience. His prior roles include positions at Riess London and Mercer Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research and portfolio construction techniques that include mutual funds, ETFs, alternative investments, and custom indexing.