Ana Rosa Jacquez Rodarte is a Series 66-credentialed financial advisor with five years of industry experience. She has worked with Citigroup Global Markets since 2021 and previously held roles at Wells Fargo Bank and Citibank, N.A. in the Los Angeles area. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering diversified investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including in-house research and derivatives trading.

Maria De La Cadena is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and 23 years of industry experience. She has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including roles as a swap dealer and futures commission merchant.

Christopher Estrada is a CFP® professional with 10 years of experience in the financial services industry. He is currently with EP Wealth Advisors and has prior experience at Bank of America, Merrill, Liberty Wealth Management, and Foresters Financial Services. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, as well as corporate and business clients and retirement plans. The firm offers customized wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Caleb Mordue is a financial advisor at Lido with a Series 65 designation and one year of industry experience. Prior to joining Lido, he worked at John Henry Smith Insurance for three years and was affiliated with the Church of Jesus Christ of Latter Day Saints for two years. He also has five years of experience in full-time education. Lido serves high‑net‑worth and ultra‑high‑net‑worth clients, including family offices, trusts, estates, and charitable organizations, offering investment management, financial planning, and related services. The firm employs a diversified, integrated wealth management approach and frequently manages assets on a discretionary basis, including options-based strategies and sub-advisory roles for registered investment companies.

Chad Slaughter is a financial advisor at Lido with 12 years of industry experience. He holds Series 65 and Series 66 designations. His prior work includes roles at Mercer Global Advisors and Fifth Third Securities. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices and charitable organizations, providing investment management, financial planning, and family office services. The firm employs a diversified, integrated wealth management approach and is notable for its options-based strategies and sub-advisory roles with registered investment companies.

Ghassan (Gus) Nakhoul is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. His background includes roles in public works and transportation departments, as well as consulting in civil and structural engineering. He is also involved with the Heartland Institute of Financial Education, where he conducts financial literacy seminars. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering a range of advisory and broker-dealer services with both proprietary and third-party investment models.

William Russell is a financial advisor with Kayne Anderson Rudnick Investment Management, LLC, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at Cornerstone Wealth, Roberts & Ryan Inc, Investifi Securities LLC, Cambridge Investment Research, Inc., Strategic Project Solutions, Inc., and Scotia Capital (USA) Inc. Kayne Anderson Rudnick provides discretionary and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, registered investment advisers, pension plans, and individual clients. The firm emphasizes fundamental, quality-oriented equity research and offers a range of strategies across market capitalizations and sectors, serving notable clients such as sovereign wealth funds and banking institutions.

Jocelyn Lua is a financial advisor at Empower Advisory Group with four years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. for a total of seven years prior to joining Empower. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services through proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Daniel Weaver is a financial advisor at EP Wealth Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining EP Wealth Advisors, he worked at Private Client Services LLC, Executive Wealth Management, LLC, and Invest Financial Corporation. He is also president and agent of Barker-Weber Insurance Agency. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm offers customized model portfolios and ongoing monitoring, using a range of investment strategies including fundamental, technical, and cyclical analysis, and provides additional services such as tax preparation and estate-document preparation for qualifying clients.

Phuong Thuy Dinh is a financial advisor at MAI Capital Management, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at firms including Evoke Wealth, LLC, First Republic Securities Company, LLC, First Republic Investment Management Inc., and UBS Financial Services Inc. since 2013. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers services such as trust administration and insurance through affiliated entities.

Aidan Schifano is a financial advisor at IEQ Capital, LLC, with a Series 65 designation and one year of industry experience. Prior to joining IEQ Capital, he held positions at Wellington Management and Harvard Medical, and has experience working in tutoring and club environments. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, focusing on separately managed accounts and family-office services. The firm’s investment approach integrates centralized macro and manager research with access to alternative investments and specialized capabilities such as digital asset exposure and PPLI sub-advisory services.

Joshua Land is a CFP® and Series 66 certificant with 12 years of experience in financial advising. He is currently with EP Wealth Advisors and has previously worked at Creative Planning, LLC, Reilly Financial Advisors, LLC, and Signature Estate & Investment Advisors, LLC. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for clients meeting certain asset thresholds.

Max Kayajanian is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He previously worked at Oakwood Capital Management LLC for seven years before joining Wealth Enhancement in 2019. 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, employing a diversified, risk-class based investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Elizabeth Cady is a CFP®, CFA®, and Series 63 credentialed advisor with 12 years of industry experience. She has been with EP Wealth Advisors since 2017. 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 services, utilizing customized model portfolios that incorporate fundamental, technical, and cyclical analysis along with alternative investment options when appropriate.

Eric Taslitz is a financial advisor with Lido Advisors, LLC, holding Series 63 and Series 65 designations and over 30 years of industry experience. His prior roles include positions at Avitas Wealth Management, LLC, PKS Advisory Services, LLC, and UBS Financial Services Inc. He is also involved as a principal in alternative investment management through Avitas Capital Management and Avitas Capital Partners. Lido Advisors serves high-net-worth and ultra-high-net-worth clients, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach with diversification across multiple asset classes and offers discretionary asset management alongside access to third-party managers and sub-advisers.

Zachary Pidgeon is a CFP® professional with five years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. His prior experience includes roles at Cetera and CCR Wealth Management. Outside of his advisory work, he is a registered representative with Empire Asset Management Group, LLC. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm utilizes customized model portfolios with a mix of fundamental, technical, and cyclical analysis, and provides additional services such as tax preparation and estate-document preparation for eligible clients.

Luke Daniel is a CFP® with 19 years of industry experience, currently serving at Lido Advisors, LLC. His prior experience includes sixteen years at Sargent Bickham Lagudis, LLC. Outside of his advisory role, he is the manager and owner of LD Flips, LLC, a real estate entity focused on rehabilitating and selling properties acquired through tax lien auctions. Lido advises 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 emphasizing diversification across multiple asset classes and implements options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Dominik Elmasian is a financial advisor at Lido with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Lido Advisors, Boston Private Wealth, Edward Jones, Voya Financial Advisors, and Morgan Stanley. Elmasian is based in Los Angeles, CA. Lido serves high-net-worth and ultra-high-net-worth clients, 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.

Philip Sanchez is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Fifth Third Securities, Inc., where he has worked since 2026. Prior to that, he was employed at Ameriprise for three years and Comerica Securities, Inc. for seven years. Outside of his advisory role, Sanchez co-owns a driving school in South El Monte, California. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, and trusts through both investment advisory and brokerage services. The firm offers the Passageway Managed Account Program with multiple portfolio options and is a direct subsidiary of Fifth Third Bank.

Craig Burger is a CFA® charterholder and holds a Series 63 license, with six years of industry experience. He has worked at Cerity Partners LLC since 2022 and previously spent 15 years at Covington Capital Management. Craig is based in Los Angeles, CA. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high- and ultra-high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.