Maribel Robel is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with Diversified Investment Advisors since 2010 and with Diversified Investors Securities Corp. since 2006. Outside of her advisory role, she serves as an independent consultant selling skincare products for Rodan and Fields. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary software and model portfolios developed with Morningstar Investment Management. The firm focuses on asset allocation, contribution guidance, and retirement planning without targeting high-net-worth or corporate clients.

Bruce Lessinger is a financial advisor with Oppenheimer in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at Oppenheimer since 2009, following eight years at UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and provides both discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios.

Austin Taylor is a financial advisor at Lido with a Series 66 designation and two years of industry experience. His prior work includes roles at Equitable Advisors and Foundry Commercial, as well as positions with the University of Florida related to real estate development. Lido serves a diverse client base, including high-net-worth individuals, family offices, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that includes tactical and defined-risk option strategies and is notable for its active sub-advisory roles and extensive affiliated capabilities.

Channing Smith is a CFA® charterholder with 18 years of industry experience. He is currently an advisor at Lido Advisors, LLC, where he has worked since 2026. Prior to joining Lido, he spent 10 years at Jackson Hole Capital Partners, LLC and 12 years at Capital Advisors, Inc. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, providing investment management, financial planning, and affiliated trust, tax, insurance, and brokerage services. The firm employs an integrated wealth-management approach that incorporates tactical and defined-risk option strategies and maintains active roles in sub-advisory and investment-company management.

Kevin Kramer is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. from 2008 to 2021 before joining Rockefeller. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Keith Andreasen is a CFP® with three years of industry experience, currently serving as a financial advisor at Lido in Los Angeles, CA. His prior experience includes roles at Modera Wealth Management and NexGen Financial Group. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that incorporates tactical and defined-risk option strategies, overseeing approximately $42.5 billion in regulatory assets.

Scott Lam is a financial advisor at Kestra Advisory with 25 years of industry experience. He has held positions at firms including LPL Financial, Merrill, Banc of America Investment Services, and Citicorp Investment Services. Lam holds Series 63 and Series 65 licenses. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base including plan sponsors, institutional investors, and individuals. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets under management.

Ramsey Andrijevich is a CFP® and holds a Series 65 license with six years of industry experience. He is currently with Lido Advisors, LLC and has prior experience at First Foundation Advisors, Purus Wealth Management, LLC, and Waddell & Reed. Lido serves a broad range of clients including high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management model featuring diverse asset allocation and tactical option strategies, and it is notable for its active sub-advisory roles and extensive affiliated service capabilities.

Brian Estep is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Lido Advisors, LLC and has previously worked at Mercer Global Advisors, Raymond James Financial Services, and TIAA. Lido serves a diverse client base, including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans, offering integrated wealth management through investment management, financial planning, and affiliated trust, tax, insurance, and brokerage services. The firm manages approximately $42.5 billion in assets and utilizes a tactical, defined-risk investment approach with a range of strategies implemented across discretionary and non-discretionary accounts and affiliated private funds.

Monika Mugg is a Certified Financial Planner (CFP®) with 21 years of industry experience. She is currently with MAI Capital Management, LLC and has previously worked at Evoke Advisors, First Republic Securities Company, Llc, Luminous Capital, LLC, and Merrill. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of strategies tailored to client objectives and serves as both an investment adviser and product sponsor, including managing a registered mutual fund and private investment vehicles.

Nathan Mirji is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience working at HoyleCohen and California State University Northridge. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies and incorporates fundamental and quantitative analysis.

Alan Bonde is a financial advisor with Mariner in Los Angeles, CA, holding a Series 65 designation and 11 years of industry experience. His prior roles include positions at AdvicePeriod, LLC and GenSpring Family Offices, LLC. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, and provides specialized solutions such as ERISA 3(38) retirement plans and integrated tax and accounting services.

Mindy Huang is a financial advisor at Wealth Enhancement Advisory Services, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Oakwood Capital Management LLC for 14 years. Wealth Enhancement Advisory Services provides 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, risk-class based investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Peter Lee is a CFA® charterholder with 12 years of industry experience. He is currently with Lido Advisors, LLC and previously worked at Avitas Wealth Management and UBS. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutions, offering integrated wealth management that incorporates equities, fixed income, alternatives, and tactical option strategies. The firm also provides family office services and access to affiliated trust, tax, insurance, and brokerage entities.

Christopher Gomez is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at Fidelity Investments and E*TRADE Capital Management, among other firms. Gomez holds active insurance licenses for life, accident, health, variable life, and variable annuity insurance. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private fund platforms.

Matthew Hetrick is a CFP® and CFA® with 22 years of experience in the financial services industry. He has been with Kestra Advisory since 2016 and is also a minority partner and wealth advisor at Insight Wealth Advisors LLC, a registered representative business affiliated with Kestra Investment Services. Outside of his advisory work, he serves as secretary and a member of the board of directors for the Woodland Hills Sunrise Baseball Little League. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a wide range of clients, including large institutional investors and sovereign wealth funds.

Daniel Leong is a financial advisor at Lido with four years of industry experience. He holds the CFP® designation and Series 65 license. His prior work includes roles at Oracle Corporation and Morgan Stanley, and he has experience at University of Southern California as well as IDB Lido Wealth, LLC. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans, providing investment management, financial planning, family office services, and access to affiliated trust, tax, insurance, and brokerage services. The firm employs an integrated wealth-management approach that incorporates tactical and defined-risk option strategies and offers active sub-advisory roles for ETFs and institutional strategies.

Vince Vu is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and nine years of industry experience. He has been with City National Rochdale since 2015. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management along with sub-advisory and model delivery services. The firm employs a multi-strategy investment approach that integrates quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes.

Andrew Shestek is a financial advisor at Cerity Partners LLC with a Series 65 designation and three years of industry experience. He previously worked at Greater Nevada Credit Union and spent several years in education before beginning his advisory career. Based in Los Angeles, CA, Shestek has been with Cerity Partners since 2022. Cerity Partners advises a diverse client base including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Joo Kyung Lee is a financial advisor at TLG Advisors, Inc. with eight years of industry experience. Lee holds Series 63 and Series 65 credentials and has worked at firms including The Leaders Group Inc, Ameritas Advisory Services, and The Prudential Insurance Company of America. Outside of investment advisory roles, Lee is involved as a Medicare agent assisting seniors with Medicare insurance enrollment. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering portfolio management, financial and estate planning, and ERISA fiduciary services. Its investment approach includes fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program that allocates clients into passive, active, or blended fund portfolios reviewed quarterly.