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 holds a Series 66 license with 12 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2022. His prior roles include positions at Creative Planning, LLC, Reilly Financial Advisors, LLC, and Signature Estate & Investment Advisors, LLC. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm provides discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, managing approximately $35.57 billion in assets with a suitability-driven investment approach.

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 financial advisor at EP Wealth Advisors with 11 years of industry experience. She holds the CFP®, CFA®, and Series 63 designations and has been with EP Wealth Advisors since 2017. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, managing approximately $35.57 billion in assets.

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 experience in the financial services industry. He currently works at EP Wealth Advisors and has held prior roles at Cetera and CCR Wealth Management. Outside of his advisory work, he is also a registered representative for Empire Asset Management Group, LLC. 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, employing customized model portfolios and a range of investment strategies including fundamental, technical, and cyclical analysis.

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.

Colton Peck is a CFP® professional with two years of industry experience, currently serving at EP Wealth Advisors in Torrance, CA. Prior to joining EP Wealth Advisors, he worked five years at Zions Bancorporation, N.A. He also has multiple years of experience working with Utah Valley University in various roles. 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 services, including tax preparation and estate-document preparation for qualified clients, while utilizing a combination of fundamental, technical, and cyclical analysis in their investment approach.

Daniel Devonald is a financial advisor at Citigroup Global Markets with 13 years of industry experience and holds Series 63 and Series 65 licenses. His prior roles include positions at Rocket Mortgage, J.P. Morgan Securities LLC, and TD Ameritrade Services Co. He is based in Los Angeles, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including acting as a swap dealer and futures commission merchant.

Amanda Skrivanich is a CFP® with 10 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. Her prior experience includes roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. EP Wealth Advisors, LLC is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, using a suitability-driven investment process across various asset classes.

Christopher De Salvo is a Series 65 licensed advisor at Lido with three years of industry experience. His background includes roles at Battelle and William Blair, as well as involvement with Music Solutions from 2016 to 2020. 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 diversification across multiple asset classes and implements options-based strategies both directly and through pooled vehicles, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Alexander Lessard is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Independent Financial Group since 2010 and also owns The Palisades Financial Group, a DBA for fixed insurance and financial planning services established in 2009. Outside of his advisory work, Lessard serves on several nonprofit boards, including Thomas Aquinas College and the Cornerstone Forum, and teaches online courses in the history and philosophy of Catholic education. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, with approximately $11.3 billion in regulatory assets under management and a national network of Investment Adviser Representatives.

Zhongkai Wang is a Series 66-licensed advisor at Independent Financial Group, LLC with nine years of industry experience. He has been with Independent Financial Group since 2016 and previously worked at IBS Electronics. In addition to his advisory role, Wang is employed by Banny Financial Services and works as an insurance agent outside of Independent Financial Group. Independent Financial Group is a large enterprise firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, utilizing a mix of in-house and third-party model portfolios and maintaining a dual role as both a registered investment adviser and an active broker-dealer.

Eric Furstner is a CFP® and ChFC® with 39 years of industry experience. He has worked at Lido Advisors, LLC since 2025, following seven years at Fountainhead Capital Management and nearly two decades at Mass Mutual. Since 1987, he has also been principal of The Furstner Group, Inc., where he sells and services insurance clients. 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 with diversification across multiple asset classes and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers.

Andreas Ispas is a Series 66 licensed advisor with PlanMember Securities Corporation and has experience working with Brancov Financial Services and in educational roles at Marymount Manhattan College and Santa Monica College. He provides administrative and trade support as well as fixed insurance sales and services through Brancov Financial Services. PlanMember Securities Corporation offers retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios to support its comprehensive education, planning, and support services.

Rodrigo Muro is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has worked at Citi bank, Israel Discount Bank of New York, IDB Capital Corp., Bank of New York Mellon, Torrey Pines Bank, and Banc of California. Outside of his advisory role, he owns AVEA LLC, a retail business selling vitamin and supplemental products. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs along with broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles including in-house research, swap dealing, and futures commission merchant services.

Donna Woodruff is a CFP® and holds a Series 65 license, with eight years of industry experience. She has worked at EP Wealth Advisors since 2026 and previously spent nine years at Capital Insight Partners. Donna serves as President of the Financial Planners Association Arizona, a role focused on connecting financial planners and community members. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation.