Charlotte Berry is a CFP® professional with nine years of industry experience, currently serving as an advisor at Hightower Advisors since 2019. She also has a longer tenure at LourdMurray beginning in 2013. Based in Beverly Hills, CA, her background includes work at both firms. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement consulting through a network of Advisor Practices. The firm’s approach features manager selection and multi-manager solutions utilizing affiliated and third-party managers, with an emphasis on proprietary research and customized portfolio construction.

Alexander Mansfield is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Beacon Pointe Advisors, LLC, Independent Testing Laboratories, and UBS Financial Services, among others. 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 employs a fundamental, company-level research approach with an emphasis on governance and sustainability, managing various active equity and fixed-income strategies across market capitalizations.

Andrew Ignatian is a financial advisor at D.A. Davidson & Co. with a Series 66 license and one year of industry experience. Prior to joining D.A. Davidson, he held various roles including positions at Backcountry and Salt Lake County. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients, operating under fiduciary and ERISA standards.

Erica Pu is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at several firms including MassMutual Investors Services and MetLife Securities. In addition to her advisory role, she operates a financial and insurance services business and holds an insurance broker position specializing in life, disability, long-term care, fixed annuities, and health insurance. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary options. The firm uses a structured investment process with multiple risk profiles and partners with global asset management and fund selection affiliates to oversee portfolio management and ongoing monitoring.

Eric Sagadin is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Lido. His prior experience includes multiple roles at Northwestern Mutual and other advisory firms between 2015 and 2020. Lido provides wealth management services to high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs a diversified investment approach that integrates equities, fixed income, alternatives, and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Richard Schultz is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Lincoln Investment since 2012 and also serves at Capital Analysts Incorporated since 2003. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, including a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and various managed portfolio programs, using a combination of strategic and tactical investment approaches overseen by its Investment Management & Research team.

Cynthia Knowlton is a CFA® charterholder affiliated with Lido in Los Angeles, CA, with over 15 years of industry experience. Her prior roles include positions at Segall Bryant & Hamill and Denver Investments. She serves as Advocacy Chair on the CFA Society Colorado Board, supporting university and community outreach efforts. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and other entities, providing investment management, financial planning, family office services, and retirement and estate planning. The firm employs an integrated wealth management approach that includes diversification across asset classes and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers as appropriate.

James Diehl is a financial advisor at Lido with 12 years of industry experience and holds Series 65 and Series 63 registrations. His prior experience includes roles at Mass Mutual Investors Services and Mass Mutual Life Insurance. He also provides recommendations and services for existing life insurance policies. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach utilizing diversified asset classes and options-based strategies, managing assets primarily on a discretionary basis and frequently serving registered investment companies.

Derek Radulski is a financial advisor at Oppenheimer with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at D.A. Davidson & Co., Raymond James, Morgan Stanley, and Citigroup Global Markets. He is based in Los Angeles, CA. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment and consulting services delivered on both discretionary and non-discretionary bases, with a focus on strategic asset allocation, manager selection, and customized retirement planning.

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.

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 financial advisor at Oppenheimer with 14 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2012. Prior to and concurrently with his current role, he has worked at Global Platinum Securities LLC since 2004. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, retirement consulting, and financial planning.

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.

Michael Hatfield is a financial advisor at MAI Capital Management, LLC with a Series 65 designation and experience at several firms, including Clifford Swan Investment Counselors, Merrill Lynch, and Bank of America. He has been in the industry since 2021. 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 a range of portfolio strategies and integrates financial planning and administrative services, managing over $72 billion in 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.