Ryan Krantz is a financial advisor with EP Wealth Advisors in Torrance, CA, holding a Series 65 credential and nine years of industry experience. He previously worked at The Insight Group, Inc. and Financial Insight Center before joining EP Wealth Advisors in 2020. Outside of advising, he has a long-standing role as a cashier at Old Mill Golf Course. 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 a combination of fundamental, technical, and cyclical analysis alongside a range of investment strategies.

Sean Rourke is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Prior to joining Capital Group Private Client Services in 2022, he worked at Bank of New York Mellon Corp. and City National Bank. Capital Group Private Client Services provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with a $5 million or higher managed-relationship threshold. The firm’s investment approach emphasizes fundamental research, a long-term time horizon, and a multi-manager system allocating portfolio segments to individual managers and analysts.

Lucas Karasch is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at EP Wealth Advisors since 2018 and was previously employed by Ameriprise Financial Services, Inc. from 2014 to 2018. He serves on the investment committee for The Cambridge School. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven approach to portfolio management and financial planning, offering a range of services including discretionary management, retirement plan advisory, tax preparation, and estate-document facilitation.

Adam Quarello is a financial advisor at Oppenheimer with 24 years of industry experience. He has been with Oppenheimer since 2009 and holds a Series 66 designation. Outside of his advisory work, he is involved in playing music in public. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and a variety of investment strategies tailored to client objectives.

Brock Niederer is a Series 65-licensed financial advisor at Lido with one year of industry experience. His prior roles include positions at Spire Outsourcing and BYU Idaho, with six years in full-time education before entering the financial sector. Lido serves high-net-worth and ultra-high-net-worth clients—including family offices, trusts, and charitable organizations—by providing investment management, financial planning, and family office services. The firm employs a diversified, integrated wealth management approach spanning multiple asset classes and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers.

Brian Wilde is a CFP® professional with 15 years of experience in the financial services industry. He has worked at EP Wealth Advisors since 2020 and previously held roles at Financial Insight Center, Oneamerica Securities, and America United Life. Wilde is based in Salt Lake City, UT, and holds Series 63 and Series 65 licenses. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm uses a suitability-driven process to manage portfolios and offers services including discretionary portfolio management, financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

John Keenan is a financial advisor with GWN Securities Inc. in Torrance, CA, holding Series 63 and Series 65 licenses and with 38 years of industry experience. He has been with GWN Securities since 2010 and also serves as Senior Vice President at Keenan & Associates, a firm he has been affiliated with since 1983. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm operates a large network of approximately 423 advisors and manages around $3.65 billion across more than 37,000 client accounts.

Matthew Willis is a financial advisor with Rockefeller Financial LLC in Los Angeles, CA, holding a Series 66 designation and 11 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC before joining Rockefeller. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides a consolidated investment platform with discretionary and non-discretionary solutions across multiple asset classes.

Andrew Thomas is a CFP® with 15 years of industry experience, currently serving as an advisor at EP Wealth Advisors since 2023. Prior to this, he operated Thomas Financial Advisors LLC for 13 years. Outside of his advisory work, Andrew is a managing member of a liquor store in Fort Collins, Colorado. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm uses a suitability-driven process to manage portfolios and offers a range of services including financial planning, retirement plan advisory, and ancillary tax and estate-document services.

Mark Weinberg is a financial advisor with Oppenheimer in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Oppenheimer since 2003. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm employs diverse investment approaches tailored to its programs and advisors, managing approximately $36.7 billion in assets as of year-end 2025.

Souheir Alrachid is a financial advisor with Eagle Strategies (NY Life) based in Los Angeles, CA, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at AXA Advisors and Farmers Financial Solutions. She serves as a board member of the Baccash Family Foundation, which provides grants to several healthcare and community organizations. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, emphasizing tailored recommendations and a predominantly non-discretionary asset management approach within the New York Life affiliate structure.

Alexander Gordon is a financial advisor at Mesirow Financial Investment Management, Inc. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at LPL Financial and Brown Wealth Management. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, pension and profit-sharing plans, government entities, charitable organizations, and other institutional clients. The firm integrates third-party managers and proprietary private investment products within diversified portfolios, applying both quantitative and qualitative due diligence across various asset classes.

Daniel Chesler is a financial advisor with Schwab Wealth Advisory in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at TD Ameritrade and Charles Schwab entities. Outside of his advisory work, he owns a rental property. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not manage client accounts on a discretionary basis.

Ariel Da Silva is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked with Oakwood Capital Management and its division ACORN DIGITAL WEALTH before joining Wealth Enhancement Advisory Services in 2021. Based in Los Angeles, CA, his career spans roles at multiple firms within the wealth management sector. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers comprehensive financial planning and asset management services, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Louis Kim is a financial advisor at Lido with one year of industry experience. He holds the Series 66 designation and has previously worked at MKL Capital Management LLC, Paceline Partners, The Leaders Group Inc, and Gideon. Outside of his advisory role, he is the managing member of Big D Hotel, LLC, a group investment vehicle related to a hotel in Dallas, Texas. 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 across multiple asset classes and offers investment management, financial planning, family office services, and retirement and estate planning.

Phong Luu is a CFA® charterholder and financial advisor at Cerity Partners LLC with three years of industry experience. Prior to joining Cerity Partners in 2022, he worked at Covington Capital Management for sixteen years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, estates, corporations, charitable institutions, and other institutional investors. The firm offers customized portfolios with a focus on diversified asset allocation and provides a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

David Hou is a financial advisor at MAI Capital Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Inbalance Advisors, Evoke Wealth, and First Republic Investment Management. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and serves in both advisory and product-sponsor roles, including investment advisory to a registered mutual fund and management of private funds.

Maher Askary is a Series 65-credentialed advisor at Lido with experience spanning several firms since 2016. He has held positions at Lido Advisors, Envision Capital Group, Partners Capital Group, AD Asset Management, and Yield Investments LTD. Outside of his advisory roles, Askary has served as managing director of AD Asset Management, a commercial real estate investment fund currently in the process of closing. 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 options-based strategies, managing assets both directly and through affiliated pooled vehicles.

Warren Johnson is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with large institutional scale and unique market roles.

Adam Castillo is a financial advisor at Lido with four years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Cambridge Management Group, Mondelez International, and California State University of San Marcos. Outside of finance, he was involved with the North County Basketball Officials Association for two years. 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 that includes diversification across multiple asset classes and implements options-based strategies, typically managing assets on a discretionary basis while utilizing third-party managers as appropriate.