Samuel Melchiorre is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and seven years of industry experience. He has been with City National Rochdale since 2018 and worked at PFM Asset Management from 2016 to 2018. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, nonprofit organizations, and government entities. The firm employs an active, multi-strategy investment approach that integrates quantitative screening, fundamental analysis, and proprietary tools to create tailored portfolios across various asset classes.

Asanda Dlamini is a financial advisor at EP Wealth Advisors with a Series 65 designation and one year of industry experience. Prior to joining EP Wealth Advisors, Dlamini worked in homemaking and held positions at Sanlam Investments and Direct Axls. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by providing wealth management, discretionary portfolio management, and financial planning services. The firm employs customized model portfolios with ongoing monitoring and rebalancing, and offers ancillary services such as tax preparation and estate-document assistance for qualified clients.

David Sadkin is a financial advisor at Hightower Advisors with 20 years of industry experience and holds a Series 66 designation. He previously worked with Bel Air Investment Advisors and Bel Air Securities LLC for 15 years and was a partner at Bel Air Management Company LLC. Sadkin serves on the finance and investment committees of The Buckley School and Temple Israel of Hollywood, as well as the investment committee of Cedars Sinai Medical Center. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research in its portfolio construction.

John O’Toole Jr. is a financial advisor at EP Wealth Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at EP Wealth Advisors since 2022, following an eight-year tenure at Warren Financial Service. 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, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation, using customized model portfolios and a combination of fundamental, technical, and cyclical analysis.

Dylan Fagundes is a financial advisor at Lido with a Series 65 credential and one year of industry experience. His prior roles include positions at Pacific Premier Trust, Kroenke Sports & Entertainment, and Jacquard Hotel. 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, utilizing an integrated wealth management approach with diversification across various asset classes and options-based strategies.

Kang Lee is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked at several firms, including JP Morgan Chase Bank, N.A., J.P. Morgan Securities, First Republic Securities Company, LLC, and Miramontes Capital. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program and Managed Account program, alongside commission-based brokerage and other non-discretionary services.

Jacob Eggett is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Lido Advisors, LLC since 2025. He previously worked for nine years at Copperwynd Financial, LLC. Outside of his advisory role, Eggett is a trustee of a family trust connected to an online food blog. Lido advises 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 implements options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Matthew Bloom Krull is a CFP® professional with 19 years of industry experience and is currently with Lido Advisors, LLC. He previously worked for Olympus Wealth Management, LLC for 10 years. Krull serves as a board member for Methodists Helping Methodists, a nonprofit organization in Utah. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm provides integrated wealth management services including investment management, financial planning, family office services, and estate planning, employing a diversified investment approach that incorporates equities, fixed income, structured notes, real estate debt, and alternative strategies.

Roberto Paredes is a financial advisor at Lido with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mariner Wealth Advisors and Msec, LLC. He has been with Lido Advisors since 2021. Lido advises 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 implements options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers when appropriate.

Tom Doxey is a financial advisor at Wealth Enhancement Advisory Services, LLC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Oakwood Capital Management and ACORN DIGITAL WEALTH. Tom also serves as a co-trustee of a family trust, assisting with investment decisions. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting through a network of hundreds of advisors, emphasizing strategic asset allocation and a blend of passive and active investment management.

Katherine Siriwan is a CFP® professional with 10 years of industry experience. She has worked at The Colony Group, LLC since 2024 and at HoyleCohen, LLC since 2017. Prior to that, she was with Libbie Agran Financial Services & Seminars from 1999 to 2017. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with a broad range of investment strategies and affiliated services.

Jeffrey Burch is a financial advisor at EP Wealth Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cribstone Capital Management, Porticade Partners, and Man GLG. In addition to his advisory role, he serves on the Investment Committee for MaineHealth. 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 blend of fundamental, technical, and cyclical analyses.

Fakhr Alavi is a financial advisor at Prime Capital Financial with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameritas Investment Corp and 20/20 Capital Management, Inc. In addition to advisory work, he is involved in the sale and service of fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm provides a range of services including asset management, financial planning, retirement plan administration, and family office offerings, using both discretionary and non-discretionary investment approaches.

Parsa Talehakimi is a financial advisor at Citigroup Global Markets holding a Series 66 designation with experience beginning in 2023. His prior roles include positions at The Barthwell Group, Wells Fargo, and Gelfand, Rennert, & Feldman. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and operates with significant institutional scale and specialized market roles.

Conor Coogan is a CFP® professional with six years of industry experience. He is currently with EP Wealth Advisors and has prior experience at MML Investors Services, Baystate Financial (Mass Mutual), Mass Mutual Life Insurance Company, Transwestern, and the University of New Hampshire. 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, and financial planning, utilizing customized model portfolios and a combination of fundamental, technical, and cyclical analysis.

Robert Lawton is a financial advisor at Lido with a Series 65 credential and one year of industry experience. His prior work includes roles at GreensLedge and the University of Wisconsin, Madison. 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 incorporating diversification across multiple asset classes and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers and sub-advisers as appropriate.

Wanee Jeerapaet is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. They hold Series 63 and Series 65 credentials and have worked in various roles including ownership of Wanee Bee Dreamweaver, a business focused on marketing financial services within the World Financial Group platform. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering a mix of advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and registered investment adviser, managing billions in assets across discretionary and non-discretionary programs.

Devon Silber is a financial advisor at Oppenheimer with six years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and IMG. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment strategies to meet client objectives, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary advisory programs.

David Ferry is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He previously worked at Capital Bank and Trust Company for five years before joining his current firm in 2019. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm employs a multi-manager investment approach based on fundamental research and offers access to various separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Maria Angelica San Felipe is a financial advisor at EP Wealth Advisors in Torrance, CA, holding a Series 63 designation with three years of industry experience. Her prior work includes roles at Peninsula Wealth, LLC, EH Shum Financial Solutions, and BC Forward. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualified clients. The firm uses a blend of fundamental, technical, and cyclical analysis, and offers customized model portfolios with ongoing monitoring and rebalancing.