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.

Keri Kutakoff is a financial advisor at Lido with 20 years of industry experience and holds the ChFC®, Series 65, and Series 63 designations. Her prior roles include positions at Chelsea Financial Services, Fountainhead AM, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. She also serves as a general agent overseeing life insurance advisors with National Life Group. Lido advises high-net-worth and ultra-high-net-worth clients, including family offices and charitable organizations, offering investment management, financial planning, and estate services. The firm employs an integrated wealth management approach with diversification across multiple asset classes and options-based strategies, managing many assets on a discretionary basis and collaborating with third-party managers and sub-advisers.

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.

Blair Buick is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Lido in Los Angeles, CA. His prior experience includes roles at Innofovate LLC and The Renaissance Companies. Lido provides wealth management services to high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities, offering a diversified investment approach that includes equities, fixed income, alternatives, and options-based strategies. The firm manages assets on a discretionary basis and frequently serves as a sub-adviser to registered investment companies.

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.

Mario Moreira is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked at Transamerica Financial Advisors since 2018 and has prior experience with WFG and 2000 Insurance Service. Outside of his advisory role, Moreira is involved in the operation of several businesses in the plywood and hardware supply industry, serving as president and owner. 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 model portfolios and third-party managers within a large advisor network and offers multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

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.

David Sassen is a financial advisor with Rockefeller Financial LLC, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Merrill and Bank of America. He is based in Los Angeles, CA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Xinyu Zhang is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds the Series 66 designation and has previously worked at PC Surrogacy, John Edgar State Farm Insurance, and TCL North America. Zhang has been with Citigroup since 2019. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through various advisory programs, broker-dealer execution, and custody services. The firm combines large institutional scale with unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Robert Amoruso is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA, holding a Series 66 designation and 17 years of industry experience. He has previously worked at The Leaders Group Inc and M Holdings Securities, Inc., and serves as CEO of Gideon Strategic Partners LLC. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, corporations, and institutional investors, providing portfolio management, financial planning, and fiduciary services. The firm’s investment approach emphasizes manager selection and diversification using fundamental analysis and Modern Portfolio Theory, supported by a network of independent advisors and sub-advisors.

James Edleman is a financial advisor with GWN Securities Inc. in Cerritos, CA, holding a Series 66 designation and over 20 years of industry experience. He has been with GWN Securities since 2014 and also works with American United Life. Edleman is the owner and president of JBE Financial, an insurance sales business, and is involved in the renovation and reopening of a historic hotel and restaurant in Pittsburgh, PA, as a minority investor. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including both traditional and legacy market-timing strategies, and manages approximately $3.65 billion across more than 37,000 client accounts.

Brock Miller is a CFP® and holds a Series 65 license, currently serving as a financial advisor at EP Wealth Advisors in Torrance, CA. He has four years of industry experience and previously worked at Utah State University and The Church of Jesus Christ of Latter-day Saints. Outside of finance, he is a partner involved in social media for Link Indoor Golf, an indoor golf facility. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation, employing a combination of fundamental, technical, and cyclical analysis in its investment approach.

Matthew Gale is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with EP Wealth Advisors and has previously worked at Steel Peak Wealth Management, Brighton Jones, and Charles Schwab. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation, using customized model portfolios and a combination of fundamental, technical, and cyclical analysis.

Matthew Sealy is a Series 65-credentialed advisor with four years of industry experience, currently working at Lido Advisors, LLC since 2022. Prior to joining Lido, he held roles at BlastMotion Inc., San Diego State University, Mascot Factory, Westview High School, and the United States Soccer Federation. Lido serves high-net-worth and ultra-high-net-worth clients, including individuals, family offices, trusts, estates, charitable organizations, and corporations. The firm employs an integrated wealth management approach with diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers when appropriate.

Frederick Johnston is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Caleb and Brown Ltd, Fidelity Investments, and JPMorgan Chase & Co. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs along with execution and custody services. The firm operates with institutional scale and provides specialized roles such as security-based swap dealing and futures commission merchant services.