Kevin Mcveigh is a CFA® charterholder with 16 years of industry experience. He is currently with Lido Advisors, LLC, where he has worked since 2025, following a 30-year tenure at Exchange Capital Management, Inc. He is also involved in overseeing the termination of operations for Exchange Capital Management as a shareholder. Lido advises a diverse client base that includes high-net-worth individuals, family offices, trusts and estates, charitable organizations, and institutional plans. 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 discretionary and non-discretionary management through various vehicles and sub-advisers.

Jacob Jablonski is a financial advisor at Lido with seven years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at firms including Zacks Investment Management, Creekmur Asset Management, and Charles Schwab. Lido advises a diverse client base, including high-net-worth individuals, family offices, trusts, charitable organizations, and pension plans. The firm employs an integrated wealth-management approach that incorporates tactical option strategies and balances asset allocation across multiple asset classes, while also serving as a sub-adviser to investment funds such as the VanEck U.S. Equity Buffer ETF.

Connor Bernal is a financial advisor at EP Wealth Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Magnit and LinkedIn. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services including tax preparation and estate-document preparation for eligible clients. They utilize customized model portfolios with fundamental, technical, and cyclical analysis, and provide services such as third-party manager recommendations and ERISA plan fiduciary support.

Adam Kulesza is a financial advisor at EP Wealth Advisors with 22 years of industry experience. He holds CFP®, ChFC®, and Series 66 designations and has worked at several firms, including Executive Wealth Management and Private Client Services. Kulesza is also involved as an owner and president of EZC Financial Services Company and Executive Capital Management, which oversees multiple affiliated entities. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document assistance. The firm uses customized model portfolios with a variety of investment strategies and provides fiduciary services for ERISA plans.

Peter De Martino is a financial advisor with Wealth Enhancement Advisory Services, LLC in Los Angeles, CA. He holds Series 63, Series 65, and Series 66 licenses and has 22 years of industry experience. His prior roles include positions at Morgan Stanley and Retirement Planners of America. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment process that blends passive and active managers overseen by an internal Investment Committee.

Brian Griffiths is a Series 66-licensed advisor at Lido with 18 years of industry experience. He has worked previously at Fidelity Investments and Ameriprise. Outside of his advisory role, he is a part-owner of a handmade jewelry and hair salon business, operated by his wife. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional clients, providing integrated wealth management through asset allocation across multiple investment types and tactical strategies. The firm is notable for its sub-advisory roles and extensive affiliated capabilities spanning trust, tax, insurance, and brokerage services.

Paul Huddle is a financial advisor with Independent Financial Group, LLC, holding Series 65 and Series 63 licenses and bringing 32 years of industry experience. He has worked with multiple firms including Everbank and operates several business activities, such as providing health and fixed insurance through PS Financial Group and consulting services for small construction and development businesses via PS Huddle Construction. He also serves on the board of a homeowners association. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate plans. The firm combines strategic asset allocation, multi-manager portfolios, and ongoing due diligence to implement tailored client investment strategies across a range of risk profiles.

Diana Law is a CFP®-certified financial advisor with 16 years of industry experience. She is currently with Empower Advisory Group and has previously worked at GWFS Equities, Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, and Fidelity Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Jefferson Davenport is a CFA® charterholder with over 10 years of industry experience. He currently serves as a financial advisor at EP Wealth Advisors, having joined the firm in 2024 after nine years at CornerCap Investment Counsel. EP Wealth Advisors is a registered investment adviser that offers wealth management, discretionary portfolio management, financial planning, and ancillary services to individuals, corporate clients, and retirement plans. The firm utilizes a variety of analytical techniques and manages customized portfolios, including recommendations of third‑party managers and ERISA plan services.

Jordan Hunt is a CFA® charterholder based in Los Angeles, CA, with six years of industry experience. He has worked at Lido Advisors, LLC since 2026 and previously spent seven years with Jackson Hole Capital Partners, LLC, along with roles at the Trust Company of Oklahoma and Corporate Consulting Group / Financial Solutions, Inc. Lido serves a diverse group of clients, including high-net-worth individuals, family offices, trusts, and institutional investors, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical option strategies and manages approximately $42.5 billion in assets across a network of affiliated entities.

Alina Narr is a CFP® and holds a Series 65 license with nine years of industry experience. She has been with EP Wealth Advisors in Torrance, CA since 2015. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate and business 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 for eligible clients, offering customized model portfolios and ongoing monitoring using a mix of analytical approaches and various investment strategies.

Kayla Kaltenecker is a CFP® with eight years of industry experience, currently serving at Lido Advisors, LLC. She has worked at Lido since 2017, following a year at J & Y Business Group and operates Kaltenecker Inc., an accounting firm where she assists as a data entry assistant. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional clients. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies and operates a network of affiliated entities offering comprehensive financial, trust, tax, insurance, and brokerage services.

Lewis Shore is a financial advisor at Lido with 51 years of industry experience. He holds a Series 63 designation and has worked at firms including Private Wealth Strategies, Lincoln Investment, and Shore Morgan Young Wealth Strategies. In addition to his advisory role, he is involved in the sale and service of life and health insurance products. Lido serves a broad range of clients, including high-net-worth individuals, family offices, and institutions, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that includes tactical and defined-risk option strategies and is active in sub-advisory roles for ETFs and other investment vehicles.

John Bute is a financial advisor at Lido with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America, Merrill Lynch, Wells Fargo Clearing, and Morgan Stanley. He is also the director of Lido Tax LLC, where he oversees business planning and operational management. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with a focus on tactical and defined-risk option strategies and maintains a notable role as a sub-adviser to investment funds such as the VanEck U.S. Equity Buffer ETF.

Szi Kiat Lee is a CFP® and holds a Series 65 license, currently serving as a financial advisor at EP Wealth Advisors with three years of industry experience. Prior to joining EP Wealth Advisors in 2026, Lee held positions at Hightower Advisors, Westmount Partners, Validus Capital, and several other firms. EP Wealth Advisors is a registered investment adviser serving individuals, business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning services, employing customized model portfolios and a range of analytic approaches including fundamental and technical analysis.

Clinton Demming is a financial advisor with EP Wealth Advisors, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has previously worked at Foresters Equity Services and The Holben Group, LLC, where he is also involved in property management. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios and a range of investment strategies including fundamental, technical, and cyclical analysis.

Ryan Krantz is a financial advisor at EP Wealth Advisors with a Series 65 credential and nine years of industry experience. He previously worked at The Insight Group, Inc. and Financial Insight Center. Outside of finance, he has been employed as a cashier at Old Mill Golf Course for over a decade. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, financial planning, discretionary portfolio management, and ancillary services such as tax preparation and estate-document preparation, using customized model portfolios and various investment strategies.

Sean Rourke is a financial advisor with Capital Group Private Client Services, Inc., holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His prior roles include positions at Bank of New York Mellon Corp. and City National Bank. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Lucas Karasch is a CFP® with 14 years of industry experience, currently serving as an advisor at EP Wealth Advisors. He previously worked at Ameriprise Financial Services, Inc. and is an investment committee member for The Cambridge School. 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, utilizing customized model portfolios and a range of investment strategies including fundamental, technical, and cyclical analysis.

Adam Quarello is a financial advisor at Oppenheimer with 24 years of industry experience. He has been with Oppenheimer since 2009 and previously worked at UBS Financial Services and Ameriprise. Outside of his advisory role, he performs music in public. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, including high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, with a mix of discretionary and non-discretionary management.