Michael Chen is a CFA® charterholder and holds a Series 65 license, currently serving as a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, with six years of industry experience. His prior roles include positions at First Foundation Advisors, RVW Wealth, and Suntrust Advisory Services. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach known as the “Capital System” and emphasizing fundamental research and a long-term investment horizon.

Grant Vahalla is a CFP® professional with 15 years of industry experience. He currently serves at Lido Advisors, LLC and has prior experience with TIAA-CREF, Fidelity Brokerage Services, and Advanced Practice Advisors. Outside of financial advising, he is a co-owner of Launderland, a self-serve laundry business in Encinitas, California. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, estates, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with active sub-advisory and options-based strategies, and operates a range of affiliated entities providing trust, tax, insurance, and brokerage services.

Gavin Stellpflug is a financial advisor with Lido in Los Angeles, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Merrill, and Equitable Advisors, as well as coaching and academic positions at Rutgers University and the University of Maryland. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional clients, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical option strategies and maintains significant affiliated capabilities across trust, tax, insurance, and brokerage services.

Jing Wu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. Wu has been with Transamerica since 2012 and is also involved in various non-investment activities, including serving as an independent facilitator advocating for individuals with disabilities and participating on the board of a nonprofit supporting the disabled community. Additionally, Wu is engaged with the Franklin Foundation and provides in-home support services for family members with special needs. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers a variety of advisory and brokerage services featuring proprietary and third-party investment models, with program choices that can be discretionary or non-discretionary.

Nicholas Hixon is a CFP® professional with four years of industry experience. He is currently a wealth manager at Lido Advisors, LLC, a firm that acquired his previous employer, Shore Morgan Young. His prior work includes roles at Lincoln Investment and various positions outside the financial sector. Lido serves a broad range of clients, including high-net-worth individuals, family offices, trusts, estates, and institutional entities, offering integrated wealth management that spans equities, fixed income, alternatives, and options strategies. The firm is notable for its active sub-advisory role with investment companies and its extensive affiliated capabilities in trust, tax, insurance, and brokerage services.

Susannah Emami is a financial advisor at Capital Group Private Client Services, Inc. with 12 years of industry experience. She has worked at several firms, including Capital Bank & Trust Company, Alliance Bernstein, and KLS Advisors. Emami holds Series 65 and Series 63 credentials and is based in Los Angeles, CA. Capital Group Private Client Services primarily provides discretionary investment management to high-net-worth individuals and charitable organizations, employing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Alexander Kob is a Series 66-licensed advisor at Lido with 11 years of industry experience. He has worked at Lido Advisors, LLC since 2017 and previously held roles at Purshe Kaplan Sterling Investments, McAdam LLC, and VOYA Financial Advisors. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and pension plans. The firm employs an integrated wealth-management approach that includes tactical option strategies and offers a range of services through affiliated entities, managing approximately $42.5 billion in assets.

Bernard Reina is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is involved in operating a high-end car wash and detailing business and is the founder and president of a nutrition and health company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Bret Miller is a CFP® professional with four years of industry experience, currently serving as a financial advisor at EP Wealth Advisors in Torrance, CA. His work history includes multiple roles at EP Wealth Advisors as well as experience outside the financial sector, including positions with Five Guys, Inc. and the United States Air Force. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios and a variety of investment strategies including fundamental, technical, and cyclical analysis.

Christopher Hopkins is a financial advisor with EP Wealth Advisors, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include positions at TD Ameritrade, Scottrade, and Charles Schwab. In addition to his advisory work, he assists with tax preparation through Executive Wealth Management Tax Solutions. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses a blend of fundamental, technical, and cyclical analysis to construct customized portfolios and provides ancillary services such as tax preparation and estate-document preparation for qualified clients.

Christopher Peterson is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Lido Advisors, LLC since 2016, and previously held roles at Asset Planning Solutions/Ken Stern & Associates and Northwestern Mutual Investment Management. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach featuring tactical and defined-risk option strategies and offers a broad range of affiliated services including trust, tax, insurance, and brokerage.

Tyler Lang is a financial advisor at EP Wealth Advisors with 18 years of industry experience. He holds a Series 65 designation and previously worked for Buffington Mohr McNeal for 19 years before joining EP Wealth Advisors in 2025. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning, utilizing customized model portfolios and a mix of fundamental, technical, and cyclical analysis, along with third-party manager recommendations and ERISA plan services.

Robert Kemp is a financial advisor at Savant Wealth Management with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Sagepoint Financial, Inc. and operated Kemp Financial Management, LLC for 28 years. Kemp also has a longstanding involvement in real estate through Robert J. Kemp Realty, where he remains licensed as a broker. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services such as accounting, legal, and trust through affiliated entities.

Adam Fein is a financial advisor at EP Wealth Advisors with 12 years of industry experience. He holds the Series 66 designation and previously worked at RBC Capital Markets and Wells Fargo Clearing. Fein joined EP Wealth Advisors in 2024. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm offers customized wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients, utilizing a range of investment strategies and managing third-party managers and ERISA plan services.

Alyssa Martinez is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. She holds the Series 66 designation and has previously worked at Elevate Wealth Management and Modern Wealth Management. Martinez also sells fixed term insurance as an agent for Elevate Insurance Group. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, utilizing a range of investment approaches across discretionary and non-discretionary arrangements.

Robert Mauldin II is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2013. Outside of his advisory role, he instructs CFP candidates at the University of California Irvine. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, providing a broad range of advisory and execution services.

Colleen Kelly is a financial advisor at Lido with 12 years of industry experience. She holds a Series 66 designation and has worked at Lido Advisors since 2018, following prior roles at Stifel Nicolaus & Co Inc and Wells Fargo Clearing. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and pension plans, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach featuring tactical option strategies and delivers services through both discretionary and non-discretionary accounts, sub-advisers, and affiliated entities.

Benjamin Uribe is a financial advisor at Citigroup Global Markets with a Series 66 designation and five years of industry experience. He has worked at Citigroup since 2013 and concurrently serves in the U.S. Air Force. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles including swap dealer and futures commission merchant activities.

Matthew Kulka is a CFP®-certified financial advisor with eight years of industry experience. He currently works at Lido and has held prior roles at Morgan Stanley, E*TRADE Capital Management, Fidelity Brokerage Services, and Royal Alliance Associates. Lido advises a diverse client base, including high-net-worth individuals, family offices, charitable organizations, and pension plans, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that balances asset allocation across multiple asset classes and utilizes tactical and defined-risk option strategies, including sub-advisory roles with ETFs and a network of affiliated entities offering trust, tax, insurance, and brokerage services.

Jeffrey Westheimer is a Series 66-licensed financial advisor at Lido with 17 years of industry experience. He has been with Lido Advisors Holding, LLC since 2015 and is also the owner of 10 Fifteen Consulting, a business consulting firm. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering comprehensive wealth management services that combine traditional advisory with active sub-advisory roles and affiliated trust, tax, and insurance capabilities.