Jordan Hunt is a CFA® charterholder based in Los Angeles, CA, with six years of industry experience. He has worked at Lido Advisors, LLC since 2026 and previously spent seven years with Jackson Hole Capital Partners, LLC, along with roles at the Trust Company of Oklahoma and Corporate Consulting Group / Financial Solutions, Inc. Lido serves a diverse group of clients, including high-net-worth individuals, family offices, trusts, and institutional investors, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical option strategies and manages approximately $42.5 billion in assets across a network of affiliated entities.

Alina Narr is a CFP® and holds a Series 65 license with nine years of industry experience. She has been with EP Wealth Advisors in Torrance, CA since 2015. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, 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 for eligible clients, offering customized model portfolios and ongoing monitoring using a mix of analytical approaches and various investment strategies.

Kayla Kaltenecker is a CFP® with eight years of industry experience, currently serving at Lido Advisors, LLC. She has worked at Lido since 2017, following a year at J & Y Business Group and operates Kaltenecker Inc., an accounting firm where she assists as a data entry assistant. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional clients. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies and operates a network of affiliated entities offering comprehensive financial, trust, tax, insurance, and brokerage services.

Alexander Nikolenko is a financial advisor with TLG Advisors, Inc. and holds Series 63 and Series 65 credentials. He has 27 years of industry experience and has worked at Zey Financial Group Inc. since 2015 and The Leaders Group, Inc. since 2011. Outside of his advisory role, he is involved in multiple insurance-related businesses focusing on traditional life, long-term care, and disability insurance products. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Lewis Shore is a financial advisor at Lido with 51 years of industry experience. He holds a Series 63 designation and has worked at firms including Private Wealth Strategies, Lincoln Investment, and Shore Morgan Young Wealth Strategies. In addition to his advisory role, he is involved in the sale and service of life and health insurance products. Lido serves a broad range of clients, including high-net-worth individuals, family offices, and institutions, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that includes tactical and defined-risk option strategies and is active in sub-advisory roles for ETFs and other investment vehicles.

John Bute is a financial advisor at Lido with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America, Merrill Lynch, Wells Fargo Clearing, and Morgan Stanley. He is also the director of Lido Tax LLC, where he oversees business planning and operational management. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with a focus on tactical and defined-risk option strategies and maintains a notable role as a sub-adviser to investment funds such as the VanEck U.S. Equity Buffer ETF.

Szi Kiat Lee is a CFP® and holds a Series 65 license, currently serving as a financial advisor at EP Wealth Advisors with three years of industry experience. Prior to joining EP Wealth Advisors in 2026, Lee held positions at Hightower Advisors, Westmount Partners, Validus Capital, and several other firms. EP Wealth Advisors is a registered investment adviser serving individuals, business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning services, employing customized model portfolios and a range of analytic approaches including fundamental and technical analysis.

Clinton Demming is a financial advisor with EP Wealth Advisors, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has previously worked at Foresters Equity Services and The Holben Group, LLC, where he is also involved in property management. 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 services, utilizing customized model portfolios and a range of investment strategies including fundamental, technical, and cyclical analysis.

Ryan Krantz is a financial advisor at EP Wealth Advisors with a Series 65 credential and nine years of industry experience. He previously worked at The Insight Group, Inc. and Financial Insight Center. Outside of finance, he has been employed as a cashier at Old Mill Golf Course for over a decade. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, financial planning, discretionary portfolio management, and ancillary services such as tax preparation and estate-document preparation, using customized model portfolios and various investment strategies.

Sean Rourke is a financial advisor with Capital Group Private Client Services, Inc., holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His prior roles include positions at Bank of New York Mellon Corp. and City National Bank. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Lucas Karasch is a CFP® with 14 years of industry experience, currently serving as an advisor at EP Wealth Advisors. He previously worked at Ameriprise Financial Services, Inc. and is an investment committee member for The Cambridge School. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning, utilizing customized model portfolios and a range of investment strategies including fundamental, technical, and cyclical analysis.

Adam Quarello is a financial advisor at Oppenheimer with 24 years of industry experience. He has been with Oppenheimer since 2009 and previously worked at UBS Financial Services and Ameriprise. Outside of his advisory role, he performs music in public. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, including high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, with a mix of discretionary and non-discretionary management.

Michael Dinardo is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, N.A. He is also the managing member of 3DX Partners, an insurance-related business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves very large institutional investors, including sovereign wealth funds, and supports multiple management platforms and third-party managed solutions.

Brock Niederer is a Series 65-licensed advisor at Lido with one year of industry experience. Prior to joining Lido Advisors, LLC, he worked at Spire Outsourcing and spent several years in education, including three years at BYU Idaho. Lido serves a diverse client base, including high-net-worth individuals, family offices, trusts, and institutional investors, providing comprehensive investment management and wealth services. The firm employs an integrated wealth-management approach with a focus on tactical and defined-risk option strategies, and it is notable for its active sub-advisory roles and extensive affiliated capabilities.

Brian Wilde is a CFP® with 15 years of industry experience. He has worked at EP Wealth Advisors since 2020, following roles at the Financial Insight Center and OneAmerica Securities. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm offers wealth management and discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for eligible clients.

Matthew Willis is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing. Willis is based in Los Angeles, CA. 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, while also operating as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services through a consolidated investment platform.

Andrew Thomas is a CFP® and holds a Series 65 license, with 15 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2023, following 13 years at Thomas Financial Advisors LLC. Outside of finance, he is a managing member of a closely held liquor store in Fort Collins, Colorado. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, financial planning, discretionary portfolio management, and ancillary services, utilizing customized model portfolios with a mix of fundamental, technical, and cyclical analysis.

Mark Weinberg is a financial advisor at Oppenheimer in Los Angeles, CA, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has worked at Oppenheimer since 2003 and previously with CIBC World Markets Corp. from 1998 to 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs across equity, balanced, and fixed-income portfolios, employing strategic and tactical asset allocation, manager selection, and customized consulting and retirement services.

Souheir Alrachid is a financial advisor at Eagle Strategies (NY Life) with 17 years of industry experience and holds a Series 66 designation. She has worked previously at AXA Advisors and Farmers Financial Solutions. Alrachid serves as a board member for the Baccash Family Foundation, which provides grants to healthcare and community organizations. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Alexander Gordon is a financial advisor with Mesirow Financial Investment Management, Inc. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at LPL Financial, Brown Wealth Management, Dowling & Yahnke, and eMoney Advisor. Mesirow Financial Investment Management’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, institutional clients, and government entities. The firm utilizes a combination of third-party managers and proprietary private investment products, with a focus on diversified asset allocation and due diligence across various investment types.