Sierra Argyle is a CFP® and Series 65 credentialed financial advisor at Lido with six years of industry experience. She has worked at Lido Advisors, LLC since 2019, following roles at Signature FD, LLC and Bessemer Trust. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and charitable organizations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach, including options-based strategies and diversification across various asset classes, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Michael Lay is a CFP® professional with 19 years of industry experience, currently affiliated with EP Wealth Advisors. He has worked in various roles across Executive Wealth Management, EWM Capital, and related entities throughout his career. Outside of his advisory duties, Lay serves as treasurer for the Phoenix Gymnastics Boosters in Brighton, MI. 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, employing customized model portfolios alongside a combination of fundamental, technical, and cyclical analysis.

Ricardo Azarloza is a CFP® and CFA® credentialed financial advisor with 20 years of industry experience. He has worked at Cerity Partners LLC since 2022 and previously spent 16 years at Covington Capital Management. Based in Los Angeles, he holds Series 63 and Series 66 licenses. 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 a broad set of affiliated capabilities.

Lewis Perkins is a CFP® with 34 years of industry experience, currently serving at Independent Financial Group, LLC since 2008. He previously worked at Financial West Group from 1997 to 2008 and is also the owner of Comprehensive Financial Solutions, Inc. Outside of his advisory roles, Perkins acts as a family dispute mediator and serves as treasurer for Northeast Neighbors, a community organization. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management using a combination of firm- and third-party models, blending passive and active strategies within standard risk profiles.

Ryan Hall is a CFP® professional with two years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. Prior to joining EP Wealth, he worked at Wacker Wealth Partners for three years and has held positions at TrueNorth Health Center and the Esalen Institute. 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 with a range of analytical approaches and access to alternative investments and private funds.

Kelly Oliver is a CFP®-designated financial advisor at Lido with seven years of industry experience. She has held positions at firms including XPS Capital, Purshe Kaplan Sterling Investments, and Chevy Chase Trust. Lido serves high-net-worth and ultra-high-net-worth clients, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Janice Osugi is a CFA® charterholder and holds Series 63 and Series 66 licenses, with six years of industry experience. She has worked at Lido Advisors, LLC since 2025 and previously spent four years at Bluepointe Capital Management, LLC. 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, employing an integrated wealth management approach with diversified strategies across multiple asset classes and options-based tactics.

Zachary Senn is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Capital Management, he worked at Innovative Wealth Building and has teaching experience at California State University, Fullerton, College of the Sequoias, El Diamante High School, and La Joya Middle School. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, insurance products, and placement and investment banking services.

Andrew Micallef is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JP Morgan and Capital Bank & Trust Company. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and alternative investments.

Melanie Jones is a Series 65-licensed financial advisor at MAI Capital Management, LLC with nine years of industry experience. Her prior roles include positions at First Republic Investment Management and Evoke Advisors. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a variety of investment strategies and combines portfolio management with financial planning and tax services, managing $72.3 billion in assets as of May 2026.

Russell Toth is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 16 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fisher Investments and Scottrade. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base including institutions, charitable organizations, corporations, family offices, and individual clients. The firm emphasizes fundamental, quality-oriented equity research and offers a range of strategies while serving both traditional and less common clients such as sovereign wealth funds and other investment advisers.

Thomas Anderson Jr. is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, holding a Series 66 designation with 17 years of industry experience. His prior roles include positions at Capital Bank & Trust Company and J.P. Morgan. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach called the “Capital System” that emphasizes fundamental research and a long-term investment horizon. The firm often allocates assets among separately managed accounts, mutual funds, ETFs, and access to private equity and alternative strategy funds.

Michael Morrissey is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Prior to joining Capital Group Private Client Services in 2021, he worked at Capital Bank & Trust Company and AB Bernstein Private Wealth Management. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and alternative investment vehicles. The firm emphasizes fundamental research and long-term portfolio management.

Brett Davalos is a financial advisor at EP Wealth Advisors with 15 years of industry experience. He holds a Series 66 designation and previously worked for Peninsula Wealth LLC from 2012 to 2025. 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, and financial planning services, utilizing customized model portfolios and a variety of investment strategies including fundamental, technical, and cyclical analysis.

Adam Werner is a CFP® and holds a Series 65 license with 16 years of experience in the financial services industry. He is currently with EP Wealth Advisors, where he has worked since 2018, following six years at Donnelly Wealth Advisors. 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, and financial planning services, employing a range of investment strategies including fundamental, technical, and cyclical analysis, as well as options and alternative investments when appropriate.

Ryan Heiligenthal is a CFP® certificant with seven years of industry experience. He is currently affiliated with Osaic Advisory Services, LLC and has prior experience with Securities America Advisors and SABRE Financial Services. He volunteers with the Coordinated Assistance Network/Foundation for Financial Planning, providing financial coaching to veterans and their families. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, and retirement consulting through multiple program models, utilizing both proprietary and third-party platforms.

Christopher Nolan is a financial advisor at Lido with a Series 65 designation and two years of industry experience. He has previously worked at Andersen, LLC and Deloitte & Touche, as well as held roles at Merkle, Inc. and the University of Notre Dame. Outside of his advisory work, Nolan manages a personal family office investment entity, Beverly Capital LLC. Lido serves high-net-worth and ultra-high-net-worth clients, including individuals, family offices, trusts, and charitable organizations. 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.

Rehan Chaudhry is a financial advisor at Mariner with nine years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at AdvicePeriod, LLC and Mariner Platform Solutions. Outside of his advisory role, he is the founder of Edifi, Inc., a financial education platform, heads business development for Flowt, and serves as Chairman of the Awards Ceremony for the Association for Corporate Growth in Los Angeles. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through customized investment management, financial planning, and coordinated tax services. The firm utilizes discretionary portfolios supported by in-house research and third-party managers, offering a wide range of strategies and integrated tax and accounting services uncommon for an enterprise of its size.

Daniel Romanow is a CFP® professional with 20 years of industry experience. He is currently with Capital Group Private Client Services, Inc., where he has worked since 2021. Prior to that, he was employed at Capital Bank and Trust Company for five years. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm employs a multi-manager approach called the “Capital System,” combining fundamental research and long-term investment horizons to manage portfolios through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Michael Mc Callister is a financial advisor with PlanMember Securities Corporation and holds a Series 65 designation. He has recent experience working at McCallister Financial Group and Palos Verdes Practice Management. Prior to his advisory roles, his work history includes Deloitte and positions in education. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary oversight, participant investment options, and educational support. The firm employs a top-down strategic asset allocation process with risk-based mutual fund portfolios and utilizes third-party custodians while maintaining dual registration as a broker-dealer and investment adviser.