Mark Bergsohn is a CFP®, CFA®, and holds a Series 65 license with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and InterOcean Capital Group, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory services, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive portfolio approach using a combination of active and passive strategies, third-party managers, and private funds.

Abraham Israeli is a CFP®, CFA®, and Series 65 designated advisor at Cerity Partners LLC with eight years of industry experience. He previously worked at Kennedy Wealth Management, LLC, and founded Running Point Capital Advisors, LLC. Israeli also has experience as an independent insurance agent. Cerity Partners serves a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services using a client-specific investment framework that combines quantitative screening, manager selection, and customized private market solutions.

Steven Uy is a financial advisor with Eagle Strategies (NY Life) based in Pasadena, CA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His career includes roles at Monarch Grove Wealth Strategies and Insurance Solutions, Island Wealth Strategies and Insurance Solutions, Eagle Strategies LLC, and New York Life Insurance Co. Outside of his advisory work, he officiates weddings for friends and family as a member of American Marriage Ministries. 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 offers a range of advisory programs tailored to client objectives, with a notable emphasis on non-discretionary asset management and integrated insurance-related solutions within the New York Life affiliate structure.

Ana Rosa Jacquez Rodarte is a Series 66-credentialed financial advisor with five years of industry experience. She has worked with Citigroup Global Markets since 2021 and previously held roles at Wells Fargo Bank and Citibank, N.A. in the Los Angeles area. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering diversified investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including in-house research and derivatives trading.

Ricardo Higuchi is a financial advisor at Citigroup Global Markets with 30 years of industry experience. He has been with Citigroup since 2008 and holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and supports large institutional clients with in-house research, derivatives services, and bespoke discretionary solutions.

Scott Mc Cullah is a financial advisor at TIAA-CREF with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities for 12 years. Mc Cullah is based in Pasadena, CA. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and separate broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a range of advisory services that include point-in-time planning and ongoing discretionary management using model portfolios or customized portfolios managed under client-approved investment policies.

Maria De La Cadena is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and 23 years of industry experience. She 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 and execution services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including roles as a swap dealer and futures commission merchant.

Ric Roman II is a financial advisor with Transamerica Financial Advisors in Pasadena, CA, holding Series 63 and Series 65 credentials and possessing 16 years of industry experience. His background includes roles at Lyft, Uber Technologies, DebtMerica, and the Department of Public Social Services, where he provides in-home supportive services. He also operates RMRRII Enterprises. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with access to proprietary and third-party model portfolios, managing a mix of discretionary and non-discretionary assets.

Caleb Mordue is a financial advisor at Lido with a Series 65 designation and one year of industry experience. Prior to joining Lido, he worked at John Henry Smith Insurance for three years and was employed at the Church of Jesus Christ of Latter Day Saints for two years. He also spent five years in full-time education. Lido serves a diverse range of clients, including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach that balances asset allocation across various asset classes and implements tactical and defined-risk option strategies, including the “Cap and Cushion” approach.

Chad Slaughter is a financial advisor at Lido with 12 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Mercer Global Advisors, Fifth Third Securities, Wells Fargo Clearing, and Ernst & Young Investment Advisers. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that includes tactical option strategies and manages approximately $42.5 billion in assets.

William Russell is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Cornerstone Wealth and Scotia Capital (USA) Inc. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, employing a fundamental, research-driven approach that integrates governance and sustainability assessments across a range of equity and fixed-income strategies.

Phuong Thuy Dinh is a financial advisor at MAI Capital Management, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at firms including Evoke Wealth, LLC, First Republic Securities Company, LLC, First Republic Investment Management Inc., and UBS Financial Services Inc. since 2013. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers services such as trust administration and insurance through affiliated entities.

Aidan Schifano is a financial advisor at IEQ Capital, LLC, with a Series 65 designation and one year of industry experience. Prior to joining IEQ Capital, he held positions at Wellington Management and Harvard Medical, and has experience working in tutoring and club environments. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, focusing on separately managed accounts and family-office services. The firm’s investment approach integrates centralized macro and manager research with access to alternative investments and specialized capabilities such as digital asset exposure and PPLI sub-advisory services.

Max Kayajanian is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He previously worked at Oakwood Capital Management LLC for seven years before joining Wealth Enhancement in 2019. 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, employing a diversified, risk-class based investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Eric Taslitz is a financial advisor at Lido with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Avitas Wealth Management, UBS Financial Services, and Merrill. Outside of his advisory role, he is a principal at Avitas Capital Management and Avitas Capital Partners, which focus on alternative investment management. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach balancing multiple asset classes and alternative investments, and it is notable for its active sub-advisory roles and extensive affiliated capabilities.

Luke Daniel is a CFP® with 19 years of industry experience. He is currently with Lido, having previously worked at Sargent Bickham Lagudis, LLC and Charles Schwab. Outside of his advisory role, he is the manager and owner of LD Flips, LLC, a real estate entity focused on rehabilitating and selling properties acquired from tax lien auctions. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and institutional entities, offering investment management, financial planning, and family office services. The firm uses an integrated wealth-management approach with tactical and defined-risk option strategies and maintains significant sub-advisory roles along with a broad range of affiliated financial services.

Dominik Elmasian is a financial advisor at Lido with nine years of industry experience and holds a Series 66 designation. He previously worked at Boston Private Wealth, Edward Jones, and Voya Financial Advisors before joining Lido in 2020. Based in Los Angeles, CA, he has been with Lido for six years. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, estates, and charitable organizations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach blending equities, fixed income, alternatives, and option strategies, and is notable for its active sub-advisory roles and a wide range of affiliated capabilities.

Philip Sanchez is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Los Angeles, CA, holding a Series 66 credential and 11 years of industry experience. His prior work includes roles at Ameriprise, Comerica Securities, and UBS Financial Services. Outside of finance, he is a co-owner of Student 1st Driving School, a driving education business. FIFTH THIRD SECURITIES, Inc. serves a diverse client base, including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services. The firm sponsors the Passageway Managed Account Program, providing access to a range of managed portfolio options through Fidelity’s Managed Account Xchange platform.

Craig Burger is a CFA® charterholder with seven years of industry experience. He is currently with Cerity Partners LLC and has previously worked at Covington Capital Management and Bingham Legg Advisers LLC. Burger is based in Los Angeles, CA. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs an investment framework that integrates quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Deny Delgadillo is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at MML Investors Services LLC, Mass Mutual Insurance Company, Bankers Life, BancWest Investment Services, Bank of the West, and U.S. Bancorp Investments. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and various entities, often serving clients connected to TIAA-administered employer retirement plans. The firm operates within a vertically integrated structure and offers both standardized and customized investment management solutions.