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.

Joshua Fein is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has operated BSF Advisors since 2012, an independent financial services practice through which he provides investment advice concurrently with his role at Private Advisor Group. Mr. Fein is also a licensed realtor, though he currently does not devote time to real estate activities. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing multiple strategies and third-party platforms to tailor solutions to client objectives and risk tolerances.

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.

Riasat Irtiza is a Series 66-licensed financial advisor with two years of industry experience, currently with Mariner in Los Angeles, CA. His prior roles include positions at Ses LLC, Royal Alliance Associates, INC., Seia LLC, and HCR Wealth Advisors. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house and third-party management, and provides specialized offerings such as Core Family Office services and a Financial Wellness Platform for employer clients.

Keri Kutakoff is a financial advisor at Lido with 20 years of industry experience and holds the ChFC®, Series 65, and Series 63 designations. Her prior roles include positions at Chelsea Financial Services, Fountainhead AM, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. She also serves as a general agent overseeing life insurance advisors with National Life Group. Lido advises high-net-worth and ultra-high-net-worth clients, including family offices and charitable organizations, offering investment management, financial planning, and estate services. The firm employs an integrated wealth management approach with diversification across multiple asset classes and options-based strategies, managing many assets on a discretionary basis and collaborating with third-party managers and sub-advisers.

Olivia Zaiya is a CFP® with nine years of industry experience. She currently works at Lido Advisors, LLC, where she has been since 2021. Prior to that, she worked at Callan Capital, LLC and Commonwealth Financial Network. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities, providing investment management, financial planning, family office services, and retirement and estate planning. The firm uses an integrated wealth management approach that includes diversification across various asset classes and options-based strategies, managing assets on a discretionary basis and collaborating with third-party managers when appropriate.

Brian Parker is a CFP® professional with 27 years of industry experience, currently serving at EP Wealth Advisors since 2005. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Parker serves on the finance committee of the Beach Cities Health District and is a board member of the Hermosa Beach Education Foundation. EP Wealth Advisors is a registered investment adviser that provides wealth management, financial planning, and discretionary portfolio management services to individuals, corporate clients, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and offers ancillary services including tax preparation and estate-document assistance for qualifying clients.

Blair Buick is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Lido in Los Angeles, CA. His prior experience includes roles at Innofovate LLC and The Renaissance Companies. Lido provides wealth management services to high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities, offering a diversified investment approach that includes equities, fixed income, alternatives, and options-based strategies. The firm manages assets on a discretionary basis and frequently serves as a sub-adviser to registered investment companies.

Klaudia Dettloff is a CFP® and holds a Series 66 designation, with 10 years of industry experience. She has been with EP Wealth Advisors since 2019 and previously worked at Guidant Wealth Advisors and LPL Financial. 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, providing customized portfolios that incorporate fundamental, technical, and cyclical analysis, along with a range of ancillary services such as tax preparation and estate-document assistance for qualified clients.

Thomas Dwyer is a CFP® professional with 22 years of industry experience. He has worked at EP Wealth Advisors since 2023 and spent 20 years at Resolute Financial, LLC prior to that. EP Wealth Advisors is a registered investment adviser serving individual, corporate, and retirement plan clients. The firm offers wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios and a range of investment strategies including fundamental, technical, and cyclical analysis.

Rebecca Dutka is a CFA® charterholder and financial advisor with over three years of industry experience. She has worked at Cerity Partners LLC since 2022 and previously spent 18 years at Covington Capital Management. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers customized portfolios emphasizing diversified asset allocation and provides a range of services including investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.