Alexander Mansfield is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Beacon Pointe Advisors, LLC, Independent Testing Laboratories, and UBS Financial Services, among others. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a diverse client base including institutional investors and high-net-worth individuals. The firm employs a fundamental, company-level research approach with an emphasis on governance and sustainability, managing various active equity and fixed-income strategies across market capitalizations.

Michael Coley is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his advisory career, he worked at Verizon/Yahoo for 17 years. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and offers multiple program types, including fee-based advice and retirement plan consulting, primarily managing assets on a non-discretionary basis.

Andrew Ignatian is a financial advisor at D.A. Davidson & Co. with a Series 66 license and one year of industry experience. Prior to joining D.A. Davidson, he held various roles including positions at Backcountry and Salt Lake County. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients, operating under fiduciary and ERISA standards.

Erica Pu is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at several firms including MassMutual Investors Services and MetLife Securities. In addition to her advisory role, she operates a financial and insurance services business and holds an insurance broker position specializing in life, disability, long-term care, fixed annuities, and health insurance. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary options. The firm uses a structured investment process with multiple risk profiles and partners with global asset management and fund selection affiliates to oversee portfolio management and ongoing monitoring.

Daniel Stegall is a CFP® and holds a Series 66 license with three years of industry experience. He currently works at Lido Advisors, LLC and previously held roles at Ameriprise Financial Services, MyFreightWorld Inc, Blue Hills Country Club, Planet Fitness, and Waldo Pizza. Lido advises a diverse client base that includes high-net-worth and ultra-high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm offers integrated wealth management with a range of investment strategies, including tactical and defined-risk option approaches, and supports its clients through a network of affiliated trust, tax, insurance, and brokerage services.

Eric Sagadin is a CFP® with 10 years of industry experience, currently serving as an advisor at Lido since 2020. His prior work includes roles at Northwestern Mutual Wealth Management Company and other financial advisory firms. Lido works with a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with a mix of asset classes and active options strategies, and it serves as sub-adviser to the VanEck U.S. Equity Buffer ETF while maintaining a suite of affiliated financial services.

Cynthia Knowlton is a CFA® credentialed advisor at Lido with two years of industry experience. Her prior roles include six years at Segall Bryant & Hamill and twelve years at Denver Investments. She serves as Advocacy Chair on the CFA Society Colorado Board, supporting university and community outreach efforts. Lido advises a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering integrated wealth management with a range of strategies across equities, fixed income, alternatives, and options. The firm manages approximately $42.5 billion in assets and combines traditional advisory services with extensive affiliated capabilities and sub-advisory roles.

Jerair Khachoyan is a financial advisor with Eagle Strategies (New York Life) based in Glendale, CA, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has worked with Eagle Strategies since 2021 and New York Life since 2016. Outside of his advisory role, Khachoyan serves as president of the TEAM Referral Network - Sherman Oak's Business Builders, an exclusive referral group. He also operates under multiple DBAs selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services with an emphasis on tailored recommendations and a predominance of non-discretionary assets under management.

James Diehl is a financial advisor at Lido with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance. He also provides recommendations and services for existing life insurance policies through Massachusetts Mutual Life Insurance Company. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, estates, and institutional investors. The firm employs an integrated wealth-management approach that includes tactical and defined-risk strategies, managing approximately $42.5 billion in assets through a combination of discretionary and non-discretionary accounts, sub-advisers, and affiliated private funds.

Derek Radulski is a financial advisor at Oppenheimer with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at D.A. Davidson & Co., Raymond James, Morgan Stanley, and Citigroup Global Markets. He is based in Los Angeles, CA. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment and consulting services delivered on both discretionary and non-discretionary bases, with a focus on strategic asset allocation, manager selection, and customized retirement planning.

Weiji Li is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. in Los Angeles, CA. Prior to joining Schwab, Li worked at The Vanguard Group and Vanguard Marketing Corporation for six years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on proprietary asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Andrew Block is a CFA® charterholder with 13 years of industry experience. He is currently with RBC Rochdale, LLC and has previously been associated with Rochdale Investment Management, Rim Securities LLC, and City National Bank. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and government entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, utilizing proprietary tools and collaborating with third-party sub-advisors to create tailored portfolios.

Madison Spahr is a Financial Advisor at Merrill Lynch Wealth Management based in Houston, Texas. She works with families and individuals across various industries to develop customized financial strategies that align with their personal goals and life aspirations. As part of the TSPN Wealth Management Group, a team of over 30 Financial Advisors and Wealth Management Client Associates, Madison focuses on wealth planning, retirement planning, executive compensation, and tax minimization. Her approach emphasizes tailored wealth plans designed to help clients understand complexities such as stock option plans and determine optimal retirement timelines. Madison transitioned into financial services in 2019 after a career in public relations, inspired by her Godfather's advice on the importance of cash flow management. She holds a Bachelor's Degree in Communications from the University of Colorado Boulder and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Raised in Los Angeles, Madison currently lives in Houston and maintains an active lifestyle through activities such as skiing, hiking, running, cycling, yoga, and Pilates. She is also a member of the Alpha Chi Omega Sorority.

Joshua Mendoza is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds Series 63 and Series 65 licenses and has been with Eagle Strategies and affiliated New York Life entities since 2024. His prior work includes positions at UCLA and involvement with the UCLA Alumni Association and Project Gateway. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations across multiple program types and manages a substantial portion of its assets on a non-discretionary basis.

Jonathan Isaacman is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 27 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. Prior to joining Kayne Anderson Rudnick in 2025, he worked at Charles Schwab Bank, SSB and Fidelity in various advisory roles. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, insurers, banks, family offices, and high-net-worth individuals. The firm’s investment process focuses on fundamental research and incorporates proprietary governance and sustainability assessments across a range of active equity and fixed-income strategies.

Tigran Antinyan is a financial advisor with Eagle Strategies (New York Life) based in Glendale, CA. He holds the Series 63 and Series 65 designations and has been employed in the financial services industry since 2025, with prior experience at Limitless Asset Management and Converse Bank. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional investors, and corporate and charitable entities. The firm offers a range of advisory programs and emphasizes tailored recommendations, predominantly managing assets on a non-discretionary basis.

Kevin Galvez is a CFP® professional with six years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Chatterton & Associates, The Wealth Management Team, Gregory W. Beck CPA, and Hd Vest Investment Services. He holds the Series 63 designation and is based in Los Angeles, CA. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Sean Meier is a financial advisor at Oppenheimer with 14 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2012. Prior to and concurrently with his current role, he has worked at Global Platinum Securities LLC since 2004. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, retirement consulting, and financial planning.

Michael Hatch is a CFP® professional with 37 years of industry experience. He is affiliated with Sequoia Financial Group, L.L.C. in Pasadena, CA. His previous roles include extensive tenures at Sterling Financial Group, Inc., Sterling Group Wealth Management, The Sterling Group, and LPL Financial. Hatch serves as a successor trustee for family estates and is the guardian of his nephew. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm utilizes a combination of model and custom portfolio management strategies supported by fundamental, technical, and cyclical analysis and offers unique arrangements such as sponsorship of an affiliated ETF and general partnership roles in private funds.

Robert Apuzzo is a financial advisor with Eagle Strategies (NY Life) based in Los Angeles, CA. He holds Series 66 and Series 63 licenses and has nine years of industry experience. Prior to joining Eagle Strategies in 2025, he worked with NYLIFE Securities LLC and New York Life Insurance Co since 2017 and spent one year at Axa-Advisors, LLC. He also serves as an officer for a homeowners association in West Hollywood, performing administrative and investment-related duties. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes customized advice and offers a range of program types, including fee-based hourly advice and retirement plan consulting, with most assets managed on a non-discretionary basis.