Kayla Schneider is a CFP® and CFA® with five years of industry experience. She is currently an advisor at Lido, joining the firm in 2024 after nine years at Pegasus Partners. Lido provides wealth management services to 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 investment approach that includes diversification across multiple asset classes and options-based strategies, typically managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Jonathan Deyoe is a financial advisor at EP Wealth Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously operated Deyoe Wealth Management, Inc. from 2002 to 2021. Outside of his advisory role, he is the founder and president of Mindful Money, a financial education business focused on writing, speaking, and workshops. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm provides discretionary portfolio management and financial planning through a suitability-driven process, incorporating a range of investment vehicles and offering additional services such as tax preparation and estate-document facilitation.

Stephanie Schaaf is a CFA® charterholder with 10 years of industry experience. She has worked at Hightower Advisors since 2019 and also has experience with LourdMurray and City National Rochdale Investment Management. She is based in Beverly Hills, CA. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management along with access to various investment vehicles and proprietary research.

Carlos Bautista is a CFP®, ChFC®, and Series 66-licensed advisor with 24 years of industry experience. He has been with EP Wealth Advisors since 2020 and previously worked at MassMutual Life Insurance Co, Mass Mutual Investors Services, and MBSC Securities Corporation. He is based in Littleton, CO. 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 and financial planning using a suitability-driven process, incorporating mutual funds, ETFs, equities, fixed income, and alternative investments, along with ancillary services such as tax preparation and estate-document facilitation.

Frank Willis is a financial advisor at Rockefeller Financial LLC with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Rockefeller Capital Management, Wells Fargo Clearing, and Bank of America. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Benjamin Mueller is a financial advisor at Mariner with five years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, J.P. Morgan Securities, and PlanMember Financial Corporation. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal investment team and combines in-house research with third-party manager allocations across diverse asset classes.

Luke Foukas is a financial advisor at Lido with eight years of industry experience. He previously worked at Fountainhead Advisors, Btig, LLC, and Clarksons Platou Securities, Inc. Additionally, he is a licensed insurance agent in New Jersey for life insurance, though this activity occupies less than one hour per month. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers integrated wealth management with diversification across multiple asset classes and implements options-based strategies, managing assets on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Joshua Chambers is a Series 65-licensed financial advisor with Mariner, based in Los Angeles, CA, and has four years of industry experience. His prior roles include positions at AdvicePeriod, Signature Estate & Investment Advisors, and Monarch Business & Wealth Management. Outside of finance, he was involved with Fresh Corn Grill for two years. 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 combining in-house research and third-party managers, with notable integration of tax and accounting services and administrative family office capabilities.

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.

Michael Rader is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding Series 63 and Series 66 licenses with 16 years of industry experience. His prior roles include positions at LPL Financial, Prudential Insurance Company of America, and Wells Fargo Advisors. HSBC Securities (USA) Inc. offers a range of managed account programs serving individuals, retirement accounts, charitable organizations, and corporations, utilizing a combination of client-directed and discretionary investment strategies supported by HSBC Global Asset Management and affiliated providers.

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.