Michael Mora is a financial advisor with Steward Partners Investment Advisory, LLC in Los Angeles, CA, holding a Series 66 designation and three years of industry experience. He previously worked at LPL Financial for six years and held roles at Catalina Structured Funding and the University of Oregon. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management, financial planning, and consulting services through both proprietary and third-party solutions.

John Genung III is a financial advisor at Lido with a Series 65 designation and approximately one year of industry experience. His prior work includes positions at Chilton Capital Management LLC, Northwestern Mutual Investment Services, LLC, and Investar Bank. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and charitable organizations by providing investment management, financial planning, family office services, and retirement and estate planning. The firm employs an integrated wealth management approach with diversification across various asset classes and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers.

Jonathan Boyack is a financial advisor at MAI Capital Management, LLC with one year of industry experience. He holds the Series 65 designation and has held previous roles at firms including Evoke Advisors and Sepio Capital. 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 high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers trust and insurance administration through its affiliates.

Mollie Privett is a CFP® professional at EP Wealth Advisors with four years of industry experience. She has held roles at several firms, including Beacon Pointe Advisors, Morton Wealth, Pure Financial Advisors, and Northwestern Mutual. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning. The firm employs a range of investment strategies, including fundamental, technical, and cyclical analysis, and provides additional services such as tax preparation and estate-document facilitation for eligible clients.

Patricia Parker is a financial advisor at EP Wealth Advisors with nine years of industry experience. She holds a Series 65 designation and previously worked at The Holben Group and Holben Hay Lake Balzer CPAs. Parker is also the managing partner of P3 Financial Services, where she occasionally performs financial consulting. EP Wealth Advisors serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning, utilizing customized model portfolios and a variety of investment strategies.

Jon Wingent is a CFP® and Series 65-registered advisor with four years of industry experience. He is currently with Morton Wealth and previously worked at Schroders Personal Wealth. He serves as an Investment Committee Member for the British Benevolent Society of California, a nonprofit organization. Cerity Partners provides customized wealth management services to a diverse national clientele, including individuals, families, trusts, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing combined with proprietary quantitative screening to build client portfolios.

Anna Vo is a CFP® professional affiliated with EP Wealth Advisors in Torrance, CA. She has been with EP Wealth Advisors since 2022 and has a background in mortgage lending with prior roles at Sprout Mortgage LLC and Secure One Capital Corporation. EP Wealth Advisors is a registered investment adviser that serves individual, corporate, and retirement plan clients with services including wealth management, financial planning, and ancillary offerings such as tax preparation and estate-document services. The firm employs a mix of fundamental, technical, and cyclical analysis to construct customized portfolios and provides ongoing monitoring, utilizing options, alternative investments, and third-party managers when appropriate.

Stephen Reiches is a financial advisor at EP Wealth Advisors with 19 years of industry experience. He holds a Series 65 designation and was previously with Rappaport Reiches Capital Management, LLC for 14 years. EP Wealth Advisors serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning. The firm utilizes customized model portfolios with a blend of fundamental, technical, and cyclical analysis and provides ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Maria Elena Bird is a financial advisor at Lido with nine years of industry experience. She holds Series 65 and Series 66 licenses and has worked at CBIZ, Inc, Addepar, Inc, and The Ayco Company LP before joining Lido. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities, offering investment management, financial planning, family office services, and retirement and estate planning. The firm employs an integrated wealth management approach with diversified strategies across various asset classes and routinely manages assets on a discretionary basis, often using third-party managers and sub-advisers.

Gabriela Maria Holian Martinez is a financial advisor at HSBC Securities (USA) Inc. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at Angelini Palisades, the Hammer Museum, and UCLA. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing both client-directed and discretionary investment strategies. The firm employs a model-driven investment process supported by global asset management resources and provides specialized programs for private bank clients and qualified non-resident aliens.

Dylan Audsley is a Series 66-licensed financial advisor at Mercer Global Advisors Inc. with one year of industry experience. Prior to joining Mercer, he worked at Seia LLC and Ses LLC, and he spent four years with USA Rugby and the San Diego Legion. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified, risk-appropriate portfolios with low-cost ETFs, index funds, separate account managers, and private funds.

Ryan Collette is a financial advisor with EP Wealth Advisors in Torrance, CA, holding a Series 66 designation and 14 years of industry experience. He has previously worked at RWA Wealth Partners and Polaris Wealth Advisory Group, among other firms. EP Wealth Advisors serves 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 for qualified clients, using customized model portfolios and a mix of fundamental, technical, and cyclical analysis.

Bruce Lessinger is a financial advisor at Oppenheimer in Los Angeles, CA, holding Series 63 and Series 65 licenses with 48 years of industry experience. He has been with Oppenheimer since 2009. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a range of investment products, managing assets through both discretionary and non-discretionary programs.

Frank Patzke is a CFP® professional with 48 years of experience in the financial services industry. He has been with EP Wealth Advisors since 2019 and previously held roles at FP Financial Services, Inc. and LPL Financial. Outside of his advisory work, he is involved in a real estate rental business through FSKS Properties. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and a variety of investment strategies, including fundamental, technical, and cyclical analysis, and offers ancillary services such as tax preparation and estate-document preparation for eligible clients.

Austin Taylor is a financial advisor at Lido with a Series 66 designation and one year of industry experience. Prior to joining Lido, he worked at Equitable Advisors and Foundry Commercial, and held roles at the University of Florida related to real estate development. Lido advises high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, providing services such as investment management, financial planning, and estate planning. The firm employs an integrated wealth management approach with diversification across multiple asset classes and implements options-based strategies both directly and through pooled vehicles.

Channing Smith is a CFA® charterholder and a financial advisor at Lido with 17 years of industry experience. He previously worked for Jackson Hole Capital Partners, LLC for 10 years and Capital Advisors, Inc. for 12 years. 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 services, including investment management, financial planning, family office services, and retirement and estate planning, with a diversified investment approach that includes equities, fixed income, structured notes, real estate debt, alternatives, and options-based strategies.

Kevin Kramer is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. from 2008 to 2021 before joining Rockefeller. 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 offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Keith Andreasen is a CFP®-certified financial advisor at Lido with two years of industry experience. His prior roles include positions at Modera Wealth Management and NexGen Financial Group. 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, employing a diversified approach across multiple asset classes and options-based strategies.

Madisen Karlson is a CFP® with five years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. Her prior roles include positions at Austin Private Wealth and The Vanguard Group. Karlson is also an adjunct faculty member at Idaho State University, where she teaches financial literacy and personal finance topics. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm constructs customized model portfolios utilizing fundamental, technical, and cyclical analysis, and provides additional services including tax preparation and estate-document assistance for qualified clients.

Ramsey Andrijevich is a CFP® with six years of industry experience, currently serving at Lido Advisors, LLC since 2023. His prior roles include positions at First Foundation Advisors, Purus Wealth Management, and Waddell & Reed. 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, employing an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.