Benjamin Yeh is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2022. Prior to that, he worked at Students of Georgetown Inc. from 2020 to 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing activities, supporting a range of discretionary and non-discretionary investment solutions.

Abel Kan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and previously held roles at Health Net Insurance Company and Debtmerica, LLC. Kan is also involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach with third-party managers and digital platforms, managing regulatory assets of about $1.7 billion.

David Masias is a CFP® professional with seven years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Merrill, Wells Fargo Clearing, Madison Partners, and TIAA-CREF. He also works as a financial advisor providing fixed insurance through Wealth Enhancement Group. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies with oversight from an internal Investment Committee.

Jennifer Cook is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Capital Bank & Trust Company and New Market 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 with separately managed accounts, affiliated funds, and access to alternative strategy funds.

Keaton Leslie is a CFP® credentialed financial advisor with five years of industry experience, currently serving clients at EP Wealth Advisors. Prior to joining EP Wealth Advisors in 2025, he held roles at Infinitas, Raymond James Financial, and Bank of America, among others. Leslie is also the owner and founder of KJL Talent Solutions, a recruiting firm operating outside of his advisory career. EP Wealth Advisors is a registered investment adviser that provides wealth management, financial planning, and ancillary services to individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm employs a customized investment approach incorporating fundamental, technical, and cyclical analyses, and offers ERISA plan fiduciary services along with a range of portfolio management options.

Lilach West is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. She holds a Series 65 designation and has worked with Brookstone since 2020. In addition to her advisory role, West is a licensed insurance agent with JD Mellberg Financial and also serves as an attorney reviewing living trusts for past clients. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Tracy Wright is a financial advisor with Lido in Los Angeles, holding a Series 65 designation. Wright has industry experience beginning in 2022, including roles with Fountainhead Advisors and Lido Advisors, and has backgrounds in community volunteering and operating an organized transitions business. Lido serves high-net-worth individuals, family offices, trusts, and various institutions with 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, often managing assets on a discretionary basis and working with third-party managers.

Michael Reid is a CFA® charterholder with 16 years of industry experience. He is currently with Lido Advisors, LLC, where he has worked since 2025, and previously spent 36 years at Exchange Capital Management, Inc. He is involved with Whiskey Lake Partners, LLC, a firm formed to acquire and manage intellectual property rights related to generic top-level domain names. 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 that includes diversification across multiple asset classes and implements options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Miles Kilstofte is a financial advisor with PlanMember Securities Corporation, holding a CFP® designation and Series 63 and 65 licenses, with 15 years of industry experience. He has worked at PlanMember since 2011 and also serves as Business Development Manager at Surety Investment Services. Outside of finance, Kilstofte is active as a band member, songwriter, and musician. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary guidance and a range of investment options through its asset allocation portfolios. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios spanning conservative to aggressive strategies.

Jasmine Bair is a financial advisor at EP Wealth Advisors with a Series 65 credential and one year of industry experience. Prior to joining EP Wealth Advisors, she worked at LongView Asset Management and has held positions with the USDA Forest Service, among other roles. She owns a financial literacy education business, Keeping Finance Personal, which offers free and low-cost online workshops on budgeting, spending, and debt repayment. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, providing wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and a variety of investment strategies, alongside ancillary services such as tax preparation and estate-document preparation for clients meeting certain asset thresholds.

Gustavo Pires De Oliveira Dias is a financial advisor at IEQ Capital, LLC with eight years of industry experience. He holds a Series 65 designation and has previously worked at Qualcomm Ventures, Kellogg School of Management, Portola Partners Group LLC, and Brownson, Rehmus & Foxworth. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm emphasizes a macroeconomic research-driven investment process and offers a range of services including discretionary SMA management, family-office support, OCIO engagements, and digital asset exposure through Fidelity Digital Asset Services.

Shane Huey is a financial advisor at Hightower Advisors in Los Angeles, holding a Series 65 designation with six years at the firm. He began his career at Hightower Advisors in 2020 following seven years as a student. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers supported by proprietary research and customizable portfolio construction.

Jonathan Straub is a financial advisor at Mariner with 22 years of industry experience. He holds a Series 65 credential and has worked at Mariner since 2022, following eight years at B+ Institutional Services, LLC and AdvicePeriod, LLC. Outside of his advisory role, he is involved with OpenAdvisor Technologies, Inc., where he contributes to the development of estate planning and legal documentation software, and serves as a director at Accelerant Law, PLLC, an estate planning law practice. Mariner serves a broad client base 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’s investment approach combines customized discretionary portfolios managed by an internal team and Investment Committee with allocations to third-party managers, covering a wide range of asset classes and strategies.

Jonathan Figlin is a CFA® charterholder and Series 63 licensee with three years of industry experience. He is currently with MAI Capital Management, LLC and has previously worked at Evoke Advisors, Offit Capital, and Mozaic. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning and tax services into many client relationships.

Jason Min is a financial advisor with Eagle Strategies (New York Life) based in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with New York Life Insurance Company since 1999. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working extensively with defined contribution and defined benefit plans as well as charitable and corporate clients.

Orlino David is a financial advisor at Transamerica Financial Advisors with Series 65 and Series 63 licenses and one year of industry experience. He has a long career with Torrance Unified School District, where he manages accounting and financial services, and served in the United States Marine Corps for 29 years. He is also involved with Inheritguard, LLC, providing estate planning education and client communications. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with access to proprietary and third-party model portfolios.

Mark Maxson is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining Citigroup in 2016, he worked at JPMorgan Chase Bank and J.P. Morgan Securities Inc. from 2010 to 2016. Outside of his advisory role, he is a member of PETALANDPALATE LLC, a wholesale flower brokerage business co-owned with his wife. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm is notable for its large institutional scale, in-house research capabilities, and unique market roles including swap dealer and futures commission merchant activities.

Henry Hagenbuch is a financial advisor at Lido with eight years of industry experience. He holds a Series 65 designation and has worked at several firms including Robertson Stephens Wealth Management, Mercer Global Advisors, and ClearRock Capital. Outside of his advisory role, he owns NH Ventures, LLC, a pass-through entity for his personal private investments. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and other entities. The firm provides investment management, financial planning, and family office services, employing a diversified investment approach that includes options-based strategies and the use of third-party managers and sub-advisers.

Jeffrey Dore is a financial advisor at MAI Capital Management, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Evoke Wealth, LLC and First Republic Investment Management, Inc. He is based in Los Angeles, CA. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a wide range of clients, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory capacities, managing significant assets and affiliated investment vehicles.

Kelly Owens is a CFP® professional with 12 years of industry experience. She is currently an advisor at EP Wealth Advisors in Torrance, CA, where she has worked since 2025. Prior to joining EP Wealth Advisors, she spent 11 years with Alphamark Advisors LLC. EP Wealth Advisors serves individual, corporate, and retirement plan clients, offering wealth management, discretionary portfolio management, and financial planning services. The firm utilizes customized model portfolios and a variety of analytical methods, recommending a diverse mix of investments and providing ERISA plan services.