John O’Toole Jr. is a financial advisor at EP Wealth Advisors with Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Warren Financial Service, RBC Capital Markets, and Citigroup Global Markets. EP Wealth Advisors serves individuals, including high-net-worth clients, as well as corporate and business clients and retirement plans. The firm offers customized wealth management and financial planning services, employing a variety of investment strategies and providing ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Dylan Fagundes is a financial advisor at Lido in Los Angeles, CA, holding a Series 65 designation. He has previously worked at Pacific Premier Trust, Kroenke Sports & Entertainment, and Jacquard Hotel. His career also includes experience at Malm and Fagundes LLP and other diverse roles prior to entering the financial services industry. Lido serves a broad client base, including high-net-worth individuals, family offices, charitable organizations, and pension plans, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach featuring tactical and defined-risk option strategies and maintains a notable role as a sub-adviser to various investment funds.

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® professional with 20 years of experience in the financial services industry. He is currently an advisor at Lido Advisors, LLC, where he has worked since 2025. His prior experience includes roles at Copperwynd Financial, LLC, TD Ameritrade, Inc., and Fidelity. Outside of his advisory work, he is a trustee of a family trust connected to an online food blog. Lido serves a diverse client base that includes high-net-worth individuals, family offices, trusts, charitable organizations, and institutional clients. The firm offers integrated wealth management through a mix of traditional and alternative investments, tactical option strategies, and a network of affiliated entities providing trust, tax, insurance, and brokerage services.

Matthew Bloom Krull is a CFP® with 19 years of industry experience, currently serving as an advisor at Lido since 2025. He previously worked at Olympus Wealth Management for 10 years and J.P. Morgan Securities for 5 years. Krull is a board member of Methodists Helping Methodists, a nonprofit organization. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, and institutional investors, providing integrated wealth-management services that incorporate tactical and defined-risk option strategies. The firm manages approximately $42.5 billion in regulatory assets and offers a broad range of affiliated capabilities such as trust, tax, insurance, and brokerage services.

Roberto Paredes is a financial advisor at Lido with Series 63 and Series 65 credentials and 32 years of industry experience. His career includes roles at Mariner Wealth Advisors, Wells Fargo Clearing, and Banc of America Investment Services. He has been with Lido Advisors, LLC since 2021. Lido serves a diverse client base, including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm uses an integrated wealth-management model with a range of investment strategies and maintains a notable role in sub-advisory and investment-company services.

Katherine Siriwan is a CFP® professional with 10 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, HoyleCohen, LLC, and Libbie Agran Financial Services & Seminars. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Jeffrey Burch is a financial advisor with EP Wealth Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Cribstone Capital Management, Porticade Partners, and Man GLG. He serves as a member of the Investment Committee at MaineHealth, providing investment guidance. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers customized wealth management and financial planning services combined with discretionary portfolio management, utilizing fundamental, technical, and cyclical analysis alongside alternative investments and third-party manager recommendations.

Scott Silver is a financial advisor at Lido with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fountainhead Asset Management and Mass Mutual Investors Services. He serves as a Finance Trustee of Reeves-Reed Arboretum in Summit, New Jersey, where he is involved in administrative and financial management. Lido advises a diverse client base, including high-net-worth individuals, family offices, trusts, estates, and institutional investors, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that incorporates tactical and defined-risk option strategies and is notable for its active sub-advisory roles and a broad range of affiliated capabilities.

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.

James Patton is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior work includes roles at National Planning Corporation, LPL Financial, and Ameriprise Advisor Services. Outside of advisory work, he writes a weekly digest and is involved with tax preparation and accounting services through Primary Wealth Partners. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional accounts, offering financial planning, portfolio management, and retirement plan services. The firm employs a model-driven investment approach combining strategic asset allocation with both active and passive management.

Conor Coogan is a CFP® professional with seven years of industry experience, currently serving at EP Wealth Advisors. His prior experience includes roles at MML Investors Services, Baystate Financial (Mass Mutual), and Transwestern. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses a blend of fundamental, technical, and cyclical analysis to construct customized portfolios and provides ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Diana Sawiris is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 22 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 investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale with specialized market roles and arrangements.

Robert Lawton is a financial advisor at Lido in Los Angeles, CA, holding a Series 65 designation. He has been with Lido since 2024 and previously worked at GreensLedge in 2023. His background includes roles outside the financial industry, including positions at the Beverly Hills Hotel and Swell Cafe. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering integrated wealth-management services with a focus on diversified asset allocation and options-based strategies. The firm also maintains an active role in sub-advisory and investment-company management, supported by a network of affiliated entities providing trust, tax, insurance, and brokerage services.

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 in Los Angeles, CA, holding a Series 66 designation with seven years of industry experience. Prior to joining Oppenheimer in 2024, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2019 to 2024. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and retirement consulting, with a notable portion of its assets managed on a non-discretionary basis.

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 with three years of industry experience. She holds a Series 63 designation and has worked at EP Wealth Advisors and Peninsula Wealth, LLC. EP Wealth Advisors is a registered investment adviser serving individuals, corporate 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, utilizing customized model portfolios and a variety of investment strategies.

Sam Stavros is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2018, following a year at Bank of America and three years in the fitness industry. 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 manages investments through both discretionary and non-discretionary programs.