Brian Waldner is a financial advisor at EP Wealth Advisors in Torrance, CA, holding the CFP®, CFA®, and Series 63 designations with nine years of industry experience. His prior roles include positions at Kahler Financial Group, Inc., Clarfeld Financial Advisors, LLC, and Natixis Investment Managers. EP Wealth Advisors serves high-net-worth individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm employs a combination of fundamental, technical, and cyclical analysis to construct customized model portfolios and provides ancillary services such as tax preparation and estate-document assistance for qualifying clients.

Kyle Brockbank is a financial advisor with Lido in Los Angeles, holding a Series 65 designation and one year of industry experience. His prior roles include positions at Olympus Wealth Management, Fidelity Investments, and Deloitte. Outside of finance, he has work experience with Berrett Pest Control and involvement with the Church of Jesus Christ of Latter-day Saints. Lido advises high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and corporations. The firm offers integrated wealth management services with a focus on diversification across various asset classes and employs options-based strategies, managing assets primarily on a discretionary basis.

Kimberly Friedricks is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 22 years of industry experience. She holds a Series 65 designation and has been with Kayne Anderson since 1998. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse range of clients, including institutions, charitable organizations, corporations, family offices, pension plans, and individuals. The firm emphasizes fundamental, quality-oriented equity research and offers a variety of strategies across market capitalizations and sectors, serving both direct clients and other investment advisers.

Erik Clemente is a financial advisor at Lido with Series 65 and Series 63 credentials and three years of industry experience. His prior roles include positions at Addepar, Goldman Sachs, and Morgan Stanley. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm provides investment management, financial planning, family office services, and retirement and estate planning, utilizing an integrated wealth management approach that includes diversified asset classes and options-based strategies.

Regina Monroe is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and JPMorgan Chase Bank NA. Monroe is based in Los Angeles, CA. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through a recapitalized ownership structure with significant institutional minority owners.

Thomas Ryan is a financial advisor at Lido with a Series 65 designation and five years of industry experience. He previously worked at Avitas Wealth Management and has a background including roles at Payment Cloud and Pepperdine University. Outside of finance, he owns an e-commerce business called Daily LLC. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, and other entities, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach with diversification across multiple asset classes and manages both discretionary accounts and pooled investment vehicles.

Nicolas Kirsch is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors. Outside of his advisory role, he is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, and compliance support while allowing advisors discretion in portfolio construction.

William Leathers is a financial advisor at Lido with Series 63 and Series 65 credentials and three years of industry experience. He previously worked at Alliance Bernstein, St. Germain Investments, and OneDigital, and has experience in campus recreation and wellness at Elon University as well as at Chatham Beach & Tennis Club. Lido serves high-net-worth and ultra-high-net-worth clients, family offices, trusts, and other entities, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach with diversification across multiple asset classes and implements options-based strategies both directly and through pooled vehicles.

Akira Ogasawara is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing four years of industry experience. He is involved in several business ventures including managing Kamotty Financial Services, LLC, and acts as a referral contractor for Vanity Fair Media, Inc. dba Funding Suite, specializing in business loans. Additionally, he supports visa acquisition processes for Visa to America, Inc. through referrals and communication facilitation. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple program platforms. The firm serves individual investors, retirement plans, trusts, estates, charitable organizations, and businesses through a large network of advisors and integrated retirement plan solutions.

Jason Lersch is a CFP® with 11 years of experience in the financial services industry. He has worked at Capital Group Private Client Services, Inc. since 2021 and previously spent five years at Capital Bank and Trust Company. He is based in Los Angeles, CA, and holds a Series 63 license. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations. The firm employs a long-term fundamental research approach and the Capital System of multiple portfolio managers to construct portfolios, often using affiliated pooled funds and separately managed accounts.

Javier Escamilla is a CFA® charterholder with six years of experience in the financial industry. He is currently an advisor at Capital Group Private Client Services, Inc., where he has worked since 2021. Prior to this, he held roles at Capital Bank & Trust Company and Capital Group Companies. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with a $5 million minimum. The firm’s investment approach centers on fundamental research, a long-term horizon, and a multi-manager system that allocates portfolio segments to individual managers and analysts.

Emily Kruthoff is a financial advisor at Lido with eight years of industry experience. She has held roles at Lido Advisors since 2019 and previously worked at Goldman Sachs & Co. from 2016 to 2018. Lido serves high-net-worth and ultra-high-net-worth clients including individuals, family offices, trusts, and charitable organizations. The firm employs a diversified, integrated wealth management approach incorporating equities, fixed income, alternatives, and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Christopher Ganey is a CFP® professional affiliated with Cerity Partners LLC in Los Angeles, CA, with two years of industry experience. Prior to joining Cerity Partners, he held roles at Edward Jones and was involved with Dulles Little League. He also has experience in education through positions at Pepperdine University and Loudoun County Public Schools. Cerity Partners provides customized wealth management and related services to a diverse national clientele, including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors. The firm emphasizes tailored asset allocation and manager selection, combining proprietary quantitative methods with external managers and individual securities.

Angel Davis is a CFP®-certified financial advisor with three years of industry experience. Currently with EP Wealth Advisors, he previously worked at Focus Partners Wealth, Adero Partners, and Centaurus Financial. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios with a variety of investment approaches and provides ancillary services including tax preparation and estate-document preparation for qualifying clients.

Michael Montgomery is a CFA® charterholder and Series 63 licensee with 10 years of industry experience. He is currently with Kayne Anderson Rudnick Investment Management, LLC, where he has worked since 2022. His prior experience includes roles at BMO Investment Distributors, LLC and B.C. Ziegler and Company. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, insurers, banks, family offices, and high-net-worth individuals. The firm’s investment approach centers on fundamental company-level research and incorporates proprietary governance and sustainability assessments across a range of active equity and fixed-income strategies.

Samuel Terminello is a CFP® certificant with eight years of industry experience. He currently works at EP Wealth Advisors and previously held roles at Peninsula Wealth, Facet Wealth, and The Vanguard Group, among others. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm offers customized wealth management, discretionary portfolio management, and financial planning services, utilizing a range of investment strategies including fundamental, technical, and cyclical analysis.

Molly Ciprari is a financial advisor at MAI Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Evoke Advisors and Nuveen. Her background includes time at the University of Wisconsin - Madison and experience in education and other roles prior to entering the financial industry. MAI Capital Management, LLC provides investment management and wealth services to a diverse client base including high-net-worth individuals, families, sports professionals, and institutions. The firm offers customized portfolio strategies and integrates financial planning, tax, and administrative services across its offerings.

Luis Fondevila is a financial advisor with Surety Investment Services in Los Angeles, CA, holding a Series 63 designation and over 30 years of industry experience. He has been affiliated with Surety Investment Services since 1982 and has worked with IRM Distributors, Inc. since 1998. In addition to his advisory role, he serves as President and Agent of Surety Investment Services, where he provides leadership and sales support. Surety Investment Services primarily serves individual clients along with pension plans, trusts, businesses, and estates, offering financial planning and discretionary portfolio management. The firm employs a dual fee-and-commission model, emphasizing long-term investing and utilizing a range of securities and insurance products, including fixed and variable annuities and life insurance.

Benjamin Gottlieb is a financial advisor at Lido with a Series 65 credential and one year of industry experience. His prior roles include positions at Centura Wealth Advisory, Chandler Asset Management, Bank of Hawaii, and CKW Financial Group. Outside of finance, he was involved with Blue Note Hawaii for four years. 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 with diversification across multiple asset classes and utilizes options-based strategies, managing assets primarily on a discretionary basis and often working with third-party managers.

Juan Corona is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and eight years of industry experience. He has been with Citigroup since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.