Kevin Philip is a financial advisor at Hightower Advisors in Los Angeles, CA, with 22 years of industry experience. He holds a Series 66 designation and has worked at Bel Air Investment Advisors and related entities for over 17 years before joining Hightower in 2021. He is also a partner of Bel Air Management Company LLC, which provides services to Bel Air Investment Advisors. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research and a variety of investment vehicles.

Amir Mossanen is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 credentials. He has 17 years of industry experience, including roles at Suntrust Advisory Services, Suntrust Investment Services, Wells Fargo Clearing, and Wells Fargo Bank. Outside of his advisory work, he serves as an investment advisor for a family trust through Westminster Advisory LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, and maintains integrated operations across affiliated broker-dealers and banking services.

Oren Cabir is a CFA® charterholder with 12 years of industry experience, currently serving at Kayne Anderson Rudnick Investment Management, LLC. His prior roles include positions at City National Rochdale, City National Bank, and Hapoalim Securities USA Inc. He serves on the board of governors for the CFA Society of Los Angeles. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, registered investment advisers, pension plans, and individuals. The firm emphasizes fundamental, quality-oriented equity research and offers a broad range of strategies implemented through consistent model portfolios and sub-advisory services.

Stacy Beattie is a financial advisor at Lido with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Stifel Nicolaus & Co Inc, Barclays Capital Inc., and Lehman Brothers Inc. Lido serves a diverse client base that includes high-net-worth individuals, family offices, charitable organizations, and institutional investors. The firm uses an integrated wealth-management approach combining asset allocation across multiple investment types and employs tactical risk strategies, while also acting as sub-adviser to several investment funds and maintaining various affiliated financial service entities.

Guan Yang is a financial advisor with Eagle Strategies (NY Life) based in Pasadena, CA. He holds Series 63 and Series 66 registrations and has 10 years of industry experience. He has worked at Eagle Strategies since 2018 and has been associated with NYLife Securities LLC and New York Life Insurance Co since 2016 and 2015, respectively. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and manages a majority of its assets on a non-discretionary basis.

Gunit Bedi is a financial advisor at Lido with 23 years of industry experience and holds a Series 66 designation. His prior roles include positions at Avitas Wealth Management, UBS Financial Services, and Merrill. 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 encompassing equities, fixed income, alternatives, and tactical option strategies, and is notable for its active sub-advisory role and affiliated in-house capabilities across trust, tax, insurance, and brokerage services.

Max Severo is a Series 66-licensed financial advisor with Rockefeller Financial LLC in Los Angeles, CA, bringing three years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, N.A., as well as experience outside finance working at Harpers Restaurant and Brewpub. 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 combines a Private Advisor model with a consolidated investment platform that offers discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Chen Ling is a CFA® charterholder and registered representative with HSBC Securities (USA) Inc., based in Arcadia, CA, with six years of industry experience. Chen has held positions at HSBC Bank USA, N.A., and Bank of East Asia (China), among others. In addition to advisory work, Chen serves as a Bank Officer for HSBC Bank (USA) N.A., selling bank-related products and services in conjunction with his role at HSBC Securities. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm employs a structured investment approach using multiple risk profiles and combines strategic and tactical asset allocation supported by affiliated global asset management and fund due diligence teams.

Dylan Isaacs is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Sanctuary Advisors, LLC, Sanctuary Securities, Inc., and UBS Financial Services. Dylan 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, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Benjamin Helvey is a Series 66 licensed financial advisor with 24 years of industry experience. He is currently with Rockefeller Financial LLC, where he has worked since 2021, and previously held positions at Rockefeller Capital Management, Morgan Stanley, Credit Suisse Securities (USA) LLC, Lehman Brothers Inc., and Neuberger Berman BD LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and brokerage services through a consolidated investment platform that includes equities, fixed income, and alternative investments.

Patrick Skovran is a financial advisor at First Citizens Investor Services, Inc. with one year of industry experience. He holds the Series 66 designation and has prior work history at First Citizens Bank, Silicon Valley Bank, Boston Private Bank, and Wells Fargo Bank. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services. The firm’s client process involves comprehensive financial needs assessments and employs fundamental, quantitative, and technical analysis to allocate assets across various investment vehicles.

Naor Izik is a financial advisor with Eagle Strategies (NY Life) in Glendale, CA, holding Series 65 and Series 63 licenses and five years of industry experience. He has been affiliated with Eagle Strategies since 2026 and has concurrent experience with NYLIFE Securities LLC and New York Life Insurance Company since 2019. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through various program types, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Victor Escobedo is a financial advisor with Citigroup Global Markets in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been associated with Citibank since 2010. Outside of his advisory work, he operates as a sole proprietor event and portrait photographer. 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, as well as broker-dealer execution and custody services. The firm is notable for its large institutional scale, in-house research capabilities, and roles as a swap dealer and futures commission merchant.

Brent Coughenour is a CFP® with 13 years of industry experience, currently advising at Lido Advisors, LLC. His career includes roles at Citizens Securities, PNC Investments, and MassMutual. He is based in Los Angeles, CA. Lido serves a diverse client base, including high-net-worth individuals, family offices, charitable organizations, and institutional investors, providing integrated wealth management through a combination of investment management, financial planning, and affiliated trust, tax, and insurance services. The firm employs a tactical and defined-risk investment approach, including options strategies, and serves as a sub-adviser to various funds while maintaining extensive in-house capabilities.

Javier Solis is a CFP® and Series 66 credentialed financial advisor with 14 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2022, following previous roles at Mercer Global Advisors Inc., Wells Fargo Clearing, and MSI Financial Services, Inc. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, asset allocation, and access to alternative and private market solutions.

Rafael Nieves Rios is a financial advisor with Empower Advisory Group in Encino, CA. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Empower Financial Services, he worked at The Vanguard Group and has held various roles including freelance consulting and tutoring K-12 and college students. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its proprietary and third-party planning methodologies.

Matthew D'attilio is a CFA® charterholder and holds a Series 65 license, with 21 years of experience in the financial advisory industry. He has worked at Lido Advisors, LLC since 2024, with prior roles at Pegasus Partners Ltd., Reinhart Partners, LLC, and U.S. Bancorp Asset Management, Inc. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and institutional clients, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach balancing multiple asset classes and strategies, and is notable for its active sub-advisory role and its affiliated capabilities across trust, tax, insurance, and brokerage services.

Kian Soh is a financial advisor at OSAIC Institutions, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Infinex Investments, Inc. since 2017, as well as First Bank since 2016. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions, operating through a hybrid adviser/broker-dealer structure.

Noah Melquist is a CFP® with three years of industry experience, currently serving as a financial advisor at Lido. Before joining Lido, he worked at Exchange Capital Management and has held roles at various companies including WorkForce Software and Chipotle. Lido serves a wide range of clients including high-net-worth individuals, family offices, and institutional investors, offering investment management, financial planning, and family office services. The firm employs a diversified investment approach that includes tactical option strategies and integrates multiple asset classes, while also maintaining active sub-advisory and investment-company roles.

Elbert Liu is a CFA® charterholder and Series 65 licensee with four years of industry experience. He has worked at Lido Advisors since 2025 and previously spent three years at Avitas Wealth Management. His background also includes a year at Norbida Limited USA and seven years as a student. Lido serves a diverse client base including high-net-worth and ultra-high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach with broad asset allocation strategies and maintains notable roles in sub-advisory and investment-company services.