Alan Yang is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and three years of industry experience. His prior work includes roles at TransGlobal Advisory LLC and FKC International Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active management, supported by an internal Investment Committee and a range of implementation tools and services.

Chun Mo Ng is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. He has worked at Citibank since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and integrates both discretionary and non-discretionary investment approaches.

Sean Mounce is a financial advisor with Guardian Life and holds a Series 66 license. He has two years of industry experience and has worked with Park Avenue Securities and Merlin Financial Services. He serves on the board of the North Redondo Beach Business Association. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser offering brokerage services, financial planning, and retirement consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm provides a range of advisory programs using both proprietary and third-party models.

Louis Abel is a CFA® charterholder with 13 years of experience in the financial industry. He currently works at Cerity Partners LLC and has previously been with Covington Capital Management, Tarbox Family Office, and First Foundation Advisors. Based in Los Angeles, CA, Abel holds a Series 65 license. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation and manager selection, combining proprietary quantitative screening with third-party managers and individual securities, and offers access to alternative and private-market investments.

Sandra Ortega is a financial advisor at Citigroup Global Markets with 24 years of industry experience. She holds a Series 66 designation and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with a combination of large institutional scale and unique market roles.

Ryan Cosgrove is a Series 65-licensed financial advisor with seven years of industry experience. He currently works at Lido Advisors, LLC and has held prior roles at Financial Engines Advisors L.L.C., LifeTyme Financial Group, Alpha Squared Capital, and Ronancio Wealth Management. 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 emphasizing diversification and options-based strategies, and it frequently manages assets on a discretionary basis while utilizing third-party managers and sub-advisers.

Todd Walklett is a CFP® and CFA® with five years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2022, following a 15-year tenure at Covington Capital Management. Based in Los Angeles, CA, Walklett’s background includes roles at established investment firms. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio strategies.

Tamar Injeyan is a financial advisor with Eagle Strategies (NY Life) based in Pasadena, CA, and holds the Series 66 designation. She has 19 years of industry experience and has been with Eagle Strategies since 2011. Prior to that, she worked with NYLIFE Securities LLC and New York Life Insurance Company starting in 2009. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers various advisory programs, with a significant portion of assets managed on a non-discretionary basis.

Gianluca Paci is a financial advisor with First Citizens Investor Services, Inc. He holds a Series 66 designation and has nine years of industry experience. His prior roles include positions at LPL Financial, Bank of the West/BMO, and BancWest Investment Services. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers portfolio management, wrap programs, model portfolios, and financial planning, using a client process centered on assessing financial needs, risk tolerance, and time horizon.

Daniel Weitzman is a CFP® professional at Lido with five years of industry experience. He has worked at Lido Advisors since 2019 and previously held positions at RAI Wealth Management and VACA. Outside of finance, he was involved with Catering by Greg from 2015 to 2017. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations. The firm offers comprehensive wealth management services with a focus on diversification and options-based strategies implemented through discretionary management and third-party sub-advisers.

Sebastian Ferro Sequedo is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Smith Barney LLC, Bank of America, N.A., Merrill, and Julius Baer International Ltd. Sebastian is based in Beverly Hills, CA. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research, swap dealer activities, and bespoke discretionary solutions for very large relationships.

Garrett Gabriel is a financial advisor at Lido with a Series 65 designation and four years of industry experience. He has been with Lido Advisors, LLC since 2021. Prior to his advisory role, his work history includes positions outside of financial services, such as roles in the restaurant industry and other short-term employments. 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, emphasizing an integrated wealth management approach that includes diversified asset classes and options-based strategies.

Sathita Kerdpongvanich is a financial advisor at Transamerica Financial Advisors with three years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Transamerica Financial Advisors since 2022 and World Financial Group since 2019. Her other business activities include the sale of insurance and non-insurance products affiliated with Transamerica. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Daniella Amore is a CFP® with four years of industry experience currently working at Lido Advisors, LLC. Prior to joining Lido, she worked at Exchange Capital Management and has a background that includes roles at Eddie Bauer and Oakland University. She is also a Notary Public in the state of Michigan, providing services on an ad-hoc basis to existing clients. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs an integrated wealth management approach utilizing diversification across various asset classes and options-based strategies, managing assets primarily on a discretionary basis while using third-party managers and sub-advisers as needed.

Scott Berman is a financial advisor at Lido with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Coliseum Wealth Management and Triad Advisors. Outside of his advisory role, he is president and owner of The Hedgehog Group, a sales and business consulting firm. 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, 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.

Joshua Markman is a financial advisor at Hightower Advisors with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Bel Air Investment Advisors LLC, Bel Air Securities LLC, and Bel Air Management Company LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes manager selection and multi-manager solutions through affiliated and third-party managers, utilizing proprietary research and a variety of investment vehicles.

Stephen Rigali is a financial advisor with Kayne Anderson Rudnick Investment Management, LLC, holding a Series 63 designation and 47 years of industry experience. He has been with Kayne Anderson Rudnick since 1991 and also serves as a board member for Tarantula Hill Brewing Company, a brewing business in Thousand Oaks, California. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a range of institutional and individual clients, including pension plans, insurers, banks, family offices, and high-net-worth individuals. The firm employs fundamental, company-level research with governance and sustainability assessments across active equity and fixed-income strategies, managing approximately $58 billion in total assets.

Nicholas Doddo is a financial advisor at Lido with six years of industry experience. He holds a Series 65 designation and has worked at Lido Advisors, LLC since 2020. Prior to this, his career includes roles at Veritonic Inc., Ayehu Software Technologies Ltd., and MVP Systems Software among others. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm provides investment management, financial planning, family office services, and retirement and estate planning, employing an integrated wealth management approach with diversification across multiple asset classes and options-based strategies.

Tara Rich is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, holding a Series 65 designation with five years of industry experience. Her prior roles include positions at Capital Bank & Trust Company and American University. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach that emphasizes fundamental research and long-term investment horizons. The firm implements client portfolios through separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Juan Cardenas is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with TIAA since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through TIAA-administered employer retirement plans and offers both model-driven and customized portfolio management under a fiduciary standard.