Scott Lam is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Kestra Advisory since 2016 and also has roles at Kestra Investment Services and LPL Financial. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional clients and plan sponsors, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a range of clients, including sovereign wealth funds.

Ramsey Andrijevich is a CFP® with six years of industry experience, currently serving at Lido Advisors, LLC since 2023. His prior roles include positions at First Foundation Advisors, Purus Wealth Management, and Waddell & Reed. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers investment management, financial planning, family office services, and retirement and estate planning, employing an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Brian Estep is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Lido. His prior roles include positions at Mercer Global Advisors Inc., Raymond James Financial Services, and TIAA. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm uses an integrated wealth management approach that incorporates diversification across various asset classes and implements options-based strategies, managing assets primarily on a discretionary basis.

Monika Mugg is a CFP® certificant with 20 years of industry experience, currently serving at MAI Capital Management, LLC. She has previously worked at Evoke Advisors and First Republic Securities Company. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm customizes portfolio management and asset-allocation strategies using a variety of investment approaches and serves both product-sponsor and advisory roles, managing over $72 billion in assets.

Nathan Mirji is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and two years of industry experience. His prior work includes roles at HoyleCohen and Michael White & Associates, as well as positions in academic settings at California State University Northridge and Moorpark College. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach with an emphasis on tax- and fee-sensitivity, combining active and passive strategies within an enhanced open architecture framework.

Alan Bonde is a financial advisor with Mariner in Los Angeles, CA, holding a Series 65 designation and 11 years of industry experience. His prior roles include positions at AdvicePeriod, LLC and GenSpring Family Offices, LLC. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, and provides specialized solutions such as ERISA 3(38) retirement plans and integrated tax and accounting services.

Jonathan Van Dijk is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Bank of America, N.A., and Merrill. He is based in Los Angeles, CA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains large institutional scale combined with specialized market roles.

Mindy Huang is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and bringing four years of industry experience. She previously worked at Oakwood Capital Management LLC for 14 years before joining her current firm. 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 employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a broad range of financial planning and asset management services.

Peter Lee is a CFA® charterholder with 12 years of experience in the financial industry. He is currently with Lido Advisors, LLC and previously worked at Avitas Wealth Management and UBS. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and other entities, providing investment management, financial planning, family office services, and estate planning. The firm uses an integrated wealth management approach that includes diversified strategies across multiple asset classes and implements options-based strategies both directly and through pooled vehicles.

Christopher Gomez is a CFP® professional with ten years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has held prior positions at Fidelity Investments, E*TRADE Capital Management, U.S. Bancorp Investments, and US Bank. Gomez holds active insurance licenses including life, accident, health, and variable annuity insurance. Mercer Global Advisors provides comprehensive financial services to individuals, families, small business owners, and institutional clients, offering investment advisory, retirement plan consulting, and estate planning. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and specialized strategies, supported by extensive client education and integrated service platforms.

Matthew Hetrick is a CFP® and CFA® with 22 years of experience in the financial services industry. He has been with Kestra Advisory since 2016 and is also a minority partner and wealth advisor at Insight Wealth Advisors LLC, a registered representative business affiliated with Kestra Investment Services. Outside of his advisory work, he serves as secretary and a member of the board of directors for the Woodland Hills Sunrise Baseball Little League. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a wide range of clients, including large institutional investors and sovereign wealth funds.

Daniel Leong is a CFP® and holds a Series 65 license, with four years of industry experience. He currently works at Lido and has prior experience at Morgan Stanley, Oracle Corporation, and the University of Southern California. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers investment management, financial planning, family office services, and retirement and estate planning, utilizing a diversified investment approach that includes equities, fixed income, structured notes, real estate debt, alternatives, and options-based strategies.

Vince Vu is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and nine years of industry experience. He has been with City National Rochdale since 2015. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management along with sub-advisory and model delivery services. The firm employs a multi-strategy investment approach that integrates quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes.

Andrew Shestek is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Greater Nevada Credit Union and spent four years in full-time education prior to his advisory roles. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Joo Kyung Lee is a financial advisor at TLG Advisors, Inc. with eight years of industry experience. Lee holds Series 63 and Series 65 credentials and has worked at firms including The Leaders Group Inc, Ameritas Advisory Services, and The Prudential Insurance Company of America. Outside of investment advisory roles, Lee is involved as a Medicare agent assisting seniors with Medicare insurance enrollment. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering portfolio management, financial and estate planning, and ERISA fiduciary services. Its investment approach includes fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program that allocates clients into passive, active, or blended fund portfolios reviewed quarterly.

Andrew Ielmini is a Series 66-licensed financial advisor at Lido with seven years of industry experience. His prior roles include positions at Neuberger Berman, City National Bank, and RBC Capital Markets. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers integrated wealth management services including investment management, financial planning, family office services, and estate planning, utilizing diversified strategies across various asset classes and options-based approaches.

Cheryl Hom is a financial advisor with First Citizens Investor Services, Inc. in Pasadena, CA. She holds the Series 66 designation and has 18 years of industry experience. Her prior roles include positions at Bank of the West and BancWest Investment Services. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm uses a client-focused approach combining risk- and outcomes-based asset allocation, discretionary management, and third-party managers, supported by technology platforms and tax-aware strategies.

Andrew Perceleanu is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Citigroup since 2017, following a one-year tenure at Xceed Federal Credit Union. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and regulatory merchant functions.

Peter Mueller is a CFP® professional with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and HoyleCohen, LLC. Prior to that, he spent 18 years at Libbie Agran Financial Services & Seminars. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various investment vehicles.

Karl Hakansson is a financial advisor at Hightower Advisors with a Series 65 designation and one year of industry experience. His prior roles include positions at Bel Air Investment Advisors and multiple engagements at Pepperdine University. Outside of finance, he has worked at Hotel Tylösand. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.