Katherine Siriwan is a Certified Financial Planner® with 10 years of experience in the financial industry. She currently works at Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, HoyleCohen, LLC, and Libbie Agran Financial Services & Seminars. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within a long-term, tax- and fee-sensitive portfolio framework.

Jeffrey Burch is a financial advisor at EP Wealth Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cribstone Capital Management, Porticade Partners, and Man GLG. In addition to his advisory role, he serves on the Investment Committee for MaineHealth. 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 blend of fundamental, technical, and cyclical analyses.

Parsa Talehakimi is a financial advisor at Citigroup Global Markets holding a Series 66 designation with experience beginning in 2023. His prior roles include positions at The Barthwell Group, Wells Fargo, and Gelfand, Rennert, & Feldman. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and operates with significant institutional scale and specialized market roles.

Conor Coogan is a CFP® professional with seven years of industry experience, currently serving at EP Wealth Advisors. His prior experience includes roles at MML Investors Services, Baystate Financial (Mass Mutual), and Transwestern. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses a blend of fundamental, technical, and cyclical analysis to construct customized portfolios and provides ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Robert Lawton is a financial advisor at Lido with a Series 65 credential and one year of industry experience. His prior work includes roles at GreensLedge and the University of Wisconsin, Madison. 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 incorporating diversification across multiple asset classes and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers and sub-advisers as appropriate.

Wanee Jeerapaet is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. They hold Series 63 and Series 65 credentials and have worked in various roles including ownership of Wanee Bee Dreamweaver, a business focused on marketing financial services within the World Financial Group platform. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering a mix of advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and registered investment adviser, managing billions in assets across discretionary and non-discretionary programs.

Devon Silber is a financial advisor at Oppenheimer with six years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a variety of programs encompassing asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches.

David Ferry is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He previously worked at Capital Bank and Trust Company for five years before joining his current firm in 2019. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm employs a multi-manager investment approach based on fundamental research and offers access to various separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Maria Angelica San Felipe is a financial advisor at EP Wealth Advisors with three years of industry experience. She holds a Series 63 designation and has worked at EP Wealth Advisors and Peninsula Wealth, LLC. 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, utilizing customized model portfolios and a variety of investment strategies.

Sam Stavros is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2018, following a year at Bank of America and three years at Fitness SF. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains significant in-house research and market roles that differentiate it from peers.

Christine Mok is a financial advisor with GWN Securities Inc. in Pasadena, CA, holding a Series 66 credential and two years of industry experience. Prior to joining GWN Securities, she worked at Chapresso and attended the University of California, Irvine. Outside of her advisory work, she has experience as a barista at a local boba store. GWN Securities provides investment advisory services to individual and corporate clients through a variety of managed account programs and financial planning offerings. The firm’s approach includes the use of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies in certain programs.

Victor Isidro is a financial advisor at Lido with a Series 65 credential and no prior industry experience. His work history includes roles at Sumitomo Mitsui Banking Corporation and Lido Advisors, LLC, as well as time in education at Boston College and Seton Hall Preparatory School. Lido serves high-net-worth and ultra-high-net-worth clients, including individuals, family offices, trusts, charitable organizations, and pooled investment vehicles. The firm offers investment management, financial planning, family office services, and retirement and estate planning, utilizing an integrated wealth management approach with diversification across multiple asset classes and options-based strategies.

Joseph Lumarda is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, holding a Series 65 credential with 17 years of industry experience. He previously worked at Capital Bank and Trust Company for five years before joining his current firm in 2021. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach and a range of investment vehicles including separately managed accounts, mutual funds, and alternative strategy funds.

Tonnette Patterson is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Churchill Management Group and National Planning Corporation. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Henry Gitman is a financial advisor with Hightower Advisors in Los Angeles, holding a Series 66 credential and 12 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2014. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a variety of investment products such as mutual funds, ETFs, and alternative investments.

Nicholas Eguiazarian is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Smith Barney LLC and J.P. Morgan Chase Bank, N.A., among other firms. Outside of his advisory role, he is a partner in JLN Shoes LLC, a retail and online shoe business. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating as both an investment adviser and a registered broker-dealer with capabilities including securities transactions, variable insurance products, and investment banking services.

Anthony Richardson is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Citigroup Global Markets with 19 years of industry experience. His prior roles include positions at City National Bank and Fidelity Brokerage Services LLC. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Christian Fontal is a financial advisor at EP Wealth Advisors with two years of industry experience. He holds a Series 65 designation and has worked previously at Charles Schwab & Co., Inc. Outside of finance, he has experience working at Indian Peaks Golf Course. 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, using customized model portfolios and a range of investment strategies including fundamental and technical analysis.

David Tracy is a CFP® with 19 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior work includes roles at The Colony Group, LLC, M. S. HOWELLS & Co., Triad Advisors, Inc., Legacy Wealth Partners, and Commonwealth Financial Network. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients by providing wealth management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Justin Amrein is a financial advisor at MAI Capital Management, LLC with Series 65 credentials and one year of industry experience. His prior roles include positions at Evoke Advisors, Heritage Investors Management Corporation, and George Washington University. Outside of finance, he has experience with Tennis Central Corp and Chester Valley Golf Club. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio strategies implemented through in-house managers and third-party sub-advisers, integrating financial planning and tax services into many client relationships.