Jordan Loo is a CFP® and Series 65-registered advisor at EP Wealth Advisors with one year of industry experience. Prior to joining EP Wealth Advisors, he worked at Protein Lab from 2020 to 2022. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses a variety of investment strategies, including fundamental, technical, and cyclical analysis, and provides additional services such as tax preparation and estate-document facilitation for qualified clients.

Dimitri Tsioutsiopoulos is a financial advisor with Schwab Wealth Advisory in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, including positions at Morgan Stanley and Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm conducts annual account reviews and supports client-directed investment decisions without discretionary trading authority.

David Grande is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has been with HSBC Securities and HSBC Bank USA since 2015. Outside of his advisory role, David owns and manages Grande Vault LLC, a business specializing in sourcing and reselling limited-release sneakers. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various discretionary and non-discretionary strategies. The firm uses a five-profile risk model and combines strategic asset allocation with due diligence from affiliated global asset managers, serving clients through personalized Investment Adviser Representatives.

Amy Foo is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 66 credential and 17 years of industry experience. She has previously worked at MUFG - UnionBanc and U.S. Bank. Capital Group Private Client Services primarily serves high-net-worth individuals and charitable organizations, employing a multi-manager investment approach based on fundamental research and long-term portfolio segmentation. The firm utilizes separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategies.

Robert Rosenstock is a financial advisor at Oppenheimer with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. since 2003. He is based in Los Angeles, CA. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs diverse investment approaches tailored to specific programs and advisors and manages approximately $36.7 billion in assets as of December 31, 2025.

Mosi Li is a CFA® charterholder with series 66 and 63 licenses, currently serving as a financial advisor at Citigroup Global Markets in Los Angeles. He has five years of industry experience, including prior roles at Bank of America and Merrill. Outside of his advisory work, he owns and operates Alle James LLC, a retail business selling personal clothing items. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and acting as a security-based swap dealer and futures commission merchant.

Vanessa Sredzinski is a CFP®, ChFC®, and Series 65-licensed advisor with five years of industry experience. She has worked with EP Wealth Advisors since 2024 and previously spent seven years at Executive Wealth Management, LLC. Prior to her financial career, she was involved in the restaurant industry at Sushi Zen for one year. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation, using a combination of fundamental, technical, and cyclical analysis alongside options and alternative investment strategies.

Bradley Kaufman is a financial advisor at Lido with Series 63 and Series 65 credentials and four years of industry experience. His prior experience includes roles at TradeStation Securities, Integrated Financial Concepts, Cypress Insurance Group, and Liberty Mutual Insurance. 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 an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Kwan Yoon is a financial advisor with Citigroup Global Markets in Los Angeles, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various segments, including workplace, high-net-worth, and ultra-high-net-worth. The firm offers a broad range of investment advisory programs and execution services, combining institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Andrew Hancock is a CFP®, ChFC®, and holds a Series 66 license with 11 years of industry experience. He is currently with Lido Advisors, LLC and has previously worked at SBC Wealth Management and Morgan Stanley. Based in Los Angeles, CA, Hancock has been advising clients since 2015. 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 a comprehensive wealth management approach, including investment management, financial planning, and estate planning, and employs diversified strategies across various asset classes while managing assets primarily on a discretionary basis.

Michael Laubenstein is a CFP® and holds a Series 66 license with 21 years of industry experience. He is currently with Capital Group Private Client Services, Inc., where he has worked since 2026. Prior to this, he spent 17 years at First Republic Securities Co./First Republic Trust Co. and three years at Northern Trust Securities, Inc./Northern Trust Bank in various advisory roles. Capital Group Private Client Services primarily provides discretionary investment management to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach called the “Capital System” along with separately managed account programs, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Armand Fidler is a CFP® professional with 18 years of experience in the financial services industry. He currently serves as an advisor at Osaic Advisory Services, LLC and has previously worked at Arbor Point Advisors and Securities America. In addition to his advisory role, he owns Picacho Financial Consulting LLC and operates in the insurance sector, focusing on fixed life insurance, long-term care, disability, and annuities. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pensions, corporations, trusts, and charitable organizations. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and custodial relationships primarily with Schwab and Fidelity.

G. Bradley Owen is a Certified Financial Planner® with 19 years of industry experience. He has worked at EP Wealth Advisors since 2018 and previously spent 12 years at Donnelly Wealth Advisors Inc. EP Wealth Advisors is a registered investment adviser that serves individuals, including high-net-worth clients, corporate and business 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 for select clients, using customized model portfolios and a range of investment strategies.

Jin Mun Low is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, Joymode Inc., and Standard Chartered Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Darnel Bentz is a financial advisor with Kayne Anderson Rudnick Investment Management, LLC, holding Series 63, 65, and 66 designations and bringing 23 years of industry experience. He has been with Kayne Anderson Rudnick since 2013. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a diverse client base, including institutional investors, high-net-worth individuals, and family offices. The firm focuses on fundamental, company-level research and incorporates proprietary governance and sustainability assessments across a range of active equity and fixed-income strategies.

Drew Bryant is a CFP®, ChFC®, and Series 65–licensed financial advisor with five years of industry experience. He has worked at MAI Capital Management, LLC since 2022 and previously held roles at Intersect Capital LLC and BNY Mellon Wealth. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated 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 various strategies and serves both advisory and product-sponsor roles, managing over $72 billion in assets.

Justin Walsh is a CFP® with two years of industry experience, currently serving as a financial advisor at Lido. Prior to joining Lido, he worked at Tolleson Wealth Management and several other financial firms. Lido advises high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations. The firm employs an integrated wealth management approach with diversification across multiple asset classes and implements options-based strategies, typically managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Michael Chen is a CFA® charterholder and holds a Series 65 license, currently serving as a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, with six years of industry experience. His prior roles include positions at First Foundation Advisors, RVW Wealth, and Suntrust Advisory Services. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach known as the “Capital System” and emphasizing fundamental research and a long-term investment horizon.

Grant Vahalla is a CFP® professional at Lido with 14 years of industry experience. Prior to joining Lido in 2023, he worked at TIAA-CREF and Tiaa from 2017 to 2023, and at Fidelity Brokerage Services LLC from 2012 to 2017. Outside of his advisory work, he is a co-owner of Launderland, a self-serve laundry business in Encinitas, 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 employs an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies, typically managing assets on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Gavin Stellpflug is a financial advisor at Lido with a Series 66 designation and two years of industry experience. Prior to joining Lido, he worked at Bank of America, Merrill, and Equitable Advisors. Outside of finance, he has experience as a self-employed coach and has worked in education and hospitality. 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, and family office services, with a focus on diversification and options-based strategies implemented both directly and through pooled vehicles.