Eric Furstner is a CFP® and ChFC® with 39 years of industry experience. He is currently affiliated with Lido Advisors, LLC and has held prior roles at Fountainhead Capital Management and Mass Mutual Investors Services. Outside of his advisory work, he serves as Principal for Eric Furstner in Chandler, AZ, where he sells and services insurance clients. Lido serves 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 with tactical option strategies and offers a range of affiliated services, overseeing approximately $42.5 billion in regulatory assets.

Donna Woodruff is a CFP® with nine years of industry experience, currently serving as an advisor at EP Wealth Advisors since 2026. Prior to this, she worked at Capital Insight Partners for nine years. She is also the President of the Financial Planners Association Arizona, a role she began in 2026. EP Wealth Advisors is a registered investment adviser serving individuals, business clients, and retirement plans. The firm offers customized wealth management, financial planning, and ancillary services, using a combination of fundamental, technical, and cyclical analysis to manage portfolios and provide fiduciary services.

Dominique Jackson is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Northwestern Mutual and New York Life Insurance Company. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, corporations, trusts, and retirement accounts, offering investment advisory and brokerage services through the Passageway Managed Account Program and various portfolio management options.

Kayla Schneider is a CFP® and CFA® credentialed advisor at Lido with five years of industry experience. She previously worked for nine years at Pegasus Partners before joining Lido Advisors, LLC. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with a focus on tactical option strategies and sub-advisory roles in various investment funds.

Jonathan Deyoe is a financial advisor with EP Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously led Deyoe Wealth Management, Inc. for 19 years before joining EP Wealth Advisors in 2021. Outside of his advisory work, Mr. Deyoe is the founder and president of Mindful Money, a financial education business focused on writing, speaking, and workshops. 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 wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document assistance, utilizing customized model portfolios and a combination of fundamental, technical, and cyclical analysis.

Stephanie Schaaf is a CFA® charterholder with 10 years of industry experience. She has worked at Hightower Advisors since 2019 and previously held roles at LourdMurray and City National Rochdale Investment Management. Based in Beverly Hills, CA, she holds the Series 63 designation. Hightower Advisors serves a diverse client base including individuals, institutions, and financial organizations through discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm emphasizes multi-manager solutions and proprietary research, offering access to a broad range of investment vehicles and strategies.

Carlos Bautista is a financial advisor at EP Wealth Advisors in Torrance, CA, holding the CFP®, ChFC®, and Series 66 designations with 25 years of industry experience. His prior roles include positions at MassMutual Life Insurance Co, Mass Mutual Investors Services, and MBSC Securities Corporation. Bautista has been with EP Wealth Advisors since 2020. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation, offering customized model portfolios and ongoing portfolio monitoring using fundamental, technical, and cyclical analysis.

Jacqueline Kuhns is a financial advisor with Hightower Advisors in Los Angeles, CA, holding Series 65 and Series 63 credentials and seven years of industry experience. Her prior roles include positions at The Leaders Group Inc, Valmark Securities, and Prudential Financial, among others. Hightower Advisors provides investment advisory and planning services to a diverse clientele, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

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 previously at Wells Fargo Clearing, Bank of America, N.A., and Merrill. Willis has been with Rockefeller Financial since 2023 and joined Rockefeller Capital Management in 2025. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

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 Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Fountainhead Advisors, Btig, LLC, and Clarksons Platou Securities, Inc. He is also a licensed life insurance agent in New Jersey. Lido serves a diverse client base that includes high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach that balances various asset classes and utilizes tactical option strategies, operating through a range of discretionary and non-discretionary accounts as well as affiliated entities.

Joshua Chambers is a financial advisor at Mariner with five years of industry experience. He holds a Series 65 designation and has worked at several firms including AdvicePeriod and Signature Estate & Investment Advisors. 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 coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax, accounting, and administrative family office capabilities.

Brian Waldner is a CFP® and CFA® with nine years of industry experience. He is currently with EP Wealth Advisors in Torrance, CA, where he has worked since 2024, following prior roles at Kahler Financial Group, Clarfeld Financial Advisors, and Natixis Investment Managers. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, financial planning, and ancillary services, employing customized model portfolios and a range of investment strategies including fundamental, technical, and cyclical analysis.

Kyle Brockbank is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior work includes roles at Deloitte, Fidelity Investments, Olympus Wealth Management, and Berrett Pest Control. Lido serves a diverse client base that includes high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm offers investment management, financial planning, and family office services with an integrated wealth-management approach that employs tactical and defined-risk option strategies alongside traditional asset allocation.

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 licenses and three years of industry experience. His prior roles include positions at Goldman Sachs, Morgan Stanley, and Addepar. He is based in Los Angeles, CA. 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 with a range of asset classes and tactical strategies, and it is notable for its active sub-advisory roles and extensive affiliated capabilities.

Regina Monroe is a financial advisor with Rockefeller Financial LLC and holds a Series 66 designation. She has 23 years of industry experience, having previously worked at Merrill, J.P. Morgan Securities, Deutsche Bank Securities Inc., and Citigroup Global Markets. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, alongside broker-dealer services and alternative investment placements.

Nicolas Kirsch is a financial advisor with Commonwealth Financial Network in Los Angeles, holding a Series 66 designation and three years of industry experience. Prior to joining Commonwealth, he worked at Equitable Advisors and has academic experience from Loyola Marymount University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

William Leathers is a financial advisor at Lido with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Lido in 2026, he held positions at Alliance Bernstein, St. Germain Investments, and OneDigital. Lido serves a diverse client base including high-net-worth and ultra-high-net-worth individuals, family offices, trusts, charitable organizations, and pension plans. The firm utilizes an integrated wealth-management approach with a focus on tactical and defined-risk option strategies, and it distinguishes itself with active sub-advisory roles and a broad range of affiliated financial services.

Michael Rader is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at multiple firms, including LPL Financial, Prudential Insurance Company of America, and Wells Fargo Clearing, with prior experience at HSBC Securities from 2013 to 2016. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary investment options guided by multiple model risk profiles and supported by global asset management resources.