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. He is currently with EP Wealth Advisors and previously worked at Zions Bancorporation. Peck has also held multiple roles at Utah Valley University. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, financial planning, and ancillary services including tax preparation and estate-document assistance, employing customized portfolios and a variety of investment strategies.

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® professional with 11 years of industry experience. She is currently with EP Wealth Advisors and has previously worked at Fidelity Personal and Workplace Advisors and other wealth management firms. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualified clients.

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.

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.

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.

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 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 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 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.

Frank Willis is a financial advisor at Rockefeller Financial LLC in Los Angeles, CA, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Bank of America. He has been with Rockefeller Financial LLC since 2023 and with Rockefeller Capital Management since 2025. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting, and also operates as a registered broker-dealer providing securities transactions, 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 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 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 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.