Mindy Huang is a financial advisor at Wealth Enhancement Advisory Services, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Oakwood Capital Management LLC for 14 years. Wealth Enhancement Advisory Services provides 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, risk-class based investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Peter Lee is a CFA® charterholder with 12 years of industry experience. He is currently with Lido Advisors, LLC and previously worked at Avitas Wealth Management and UBS. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutions, offering integrated wealth management that incorporates equities, fixed income, alternatives, and tactical option strategies. The firm also provides family office services and access to affiliated trust, tax, insurance, and brokerage entities.

Christopher Gomez is a CFP® certificant with 10 years of industry experience, currently an advisor at Mercer Global Advisors Inc. in Los Angeles. His prior roles include positions at Fidelity Investments, E*TRADE Capital Management, and U.S. Bancorp Investments. Gomez holds active insurance licenses in life, accident, health, and variable annuities. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm’s investment approach uses Modern Portfolio Theory to build globally diversified, risk-appropriate portfolios, employing a range of low-cost ETFs, index funds, separate account managers, and private funds, along with specialized advisory and financial planning services.

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 financial advisor at Lido with four years of industry experience. He holds the CFP® designation and Series 65 license. His prior work includes roles at Oracle Corporation and Morgan Stanley, and he has experience at University of Southern California as well as IDB Lido Wealth, LLC. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans, providing investment management, financial planning, family office services, and access to affiliated trust, tax, insurance, and brokerage services. The firm employs an integrated wealth-management approach that incorporates tactical and defined-risk option strategies and offers active sub-advisory roles for ETFs and institutional 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 a Series 65 designation and three years of industry experience. He previously worked at Greater Nevada Credit Union and spent several years in education before beginning his advisory career. Based in Los Angeles, CA, Shestek has been with Cerity Partners since 2022. Cerity Partners advises a diverse client base including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Andrew Ielmini is a financial advisor at Lido with seven years of industry experience. He holds a Series 66 designation and has held prior roles at Neuberger Berman, City National Bank, and RBC Capital Markets. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, corporations, and pension plans, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with a range of asset classes and strategies, including tactical option strategies, and is notable for its active sub-advisory roles and affiliated capabilities.

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 10 years of industry experience. He is currently with 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 broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Michael Lampert is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Ameritas and affiliated entities since 2006 and is also a registered representative at Capstone Financial. Outside of finance, Lampert is a semi-professional musician and a visual artist, occasionally performing and exhibiting his artwork. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management and financial planning through a range of programs, incorporating model portfolios, mutual funds, ETFs, and individual securities, supported by multiple platform options and affiliated entities with varied capabilities.

Robert Nieto Jr. is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and over 30 years of industry experience. His prior roles include positions at Infinex Investments, Financial Partners Credit Union, LPL Financial, SagePoint Financial, CUNA Brokerage Services, and Essex National Securities. He is also involved with AmeriEstate Legal Plan, a prepaid legal service. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a lending marketplace.

Fabian Chichester is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Citigroup since 2019, following seven years at Wells Fargo Advisors. Citigroup Global Markets serves individual and institutional clients across various high-net-worth segments, offering investment advisory programs including discretionary and non-discretionary multi-asset strategies. The firm combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Shelby Seivert is a financial advisor at Lido with a Series 65 designation and two years of industry experience. Prior to joining Lido, Shelby held roles at firms including Echelon Partners LLC and Owen James. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm offers investment management, financial planning, and family office services with an integrated wealth-management approach that includes tactical and defined-risk option strategies and a range of affiliated capabilities such as in-house trust and tax services.

Charles Bennett is a CFP® with five years of industry experience, currently affiliated with PlanMember Securities Corporation. His prior roles include positions at Surety Investment Services, Inflection Advisors, and Harry Licursi Tax & Retirement Planning. Outside of his advisory work, Bennett is the CEO of an online business specializing in digital ecommerce sales of running insoles. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm offers education, support services, and utilizes a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios.

Jay Brewer is a financial advisor with Stratos Wealth Partners, Ltd., holding over four years of industry experience. He has worked with Shuster Advisory Group, LLC, Eq Financial Consultants, Inc., The Equitable Life Assurance Society of the United States, and Brewer & Tominaga CPAS LLP, with career history spanning back to 1986. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base that includes individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an IAR-driven model offering both discretionary and non-discretionary portfolio management through customized portfolios and model allocations, utilizing an open-architecture approach with multiple third-party platforms and managers.

Ryan White is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and three years of industry experience. He previously worked at New York University and spent time unemployed before joining Rockefeller Financial in 2022. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Bansi Patel is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab, Patel held roles at Charles Schwab & Co. and has a background that includes significant time in education and community involvement through the Boys and Girls Club. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm offers guidance on asset allocation and investment selection using proprietary models and research tools, with a structure that compensates advisors through Charles Schwab & Co. rather than direct client billing.

Judith Gordon is a financial advisor with Oppenheimer in Los Angeles, CA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. She has been with Oppenheimer since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and advisory services across various asset classes, with both discretionary and non-discretionary account management.

Yajaira Serrano is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Bank, nA. Serrano is based in Los Angeles, CA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, consulting, and brokerage services. The firm utilizes a Private Advisor model and a consolidated investment platform to deliver a range of discretionary and non-discretionary investment solutions.