Scott Freeman is a CFP® professional with 18 years of experience in financial advising. He is currently with EP Wealth Advisors and has previously worked at Criterion Capital Advisors LLC, Wells Fargo Advisors, and Centennial Wealth Management LLC. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, portfolio management, and financial planning services. The firm utilizes customized model portfolios with ongoing monitoring and employs a range of investment strategies including fundamental, technical, and cyclical analysis, along with alternative investments and private fund recommendations.

Mitchell Spinneberg is a financial advisor at Mariner with seven years of industry experience. He holds a Series 65 designation and previously worked at AdvicePeriod, LLC and the University of San Diego. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing customized portfolios with in-house research and third-party managers.

Anthony George is a financial advisor with D.A. Davidson & Co. in Long Beach, CA. He holds Series 63 and Series 65 credentials and has 54 years of industry experience. He has been with D.A. Davidson & Co. since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services, including ERISA retirement plan advisory, modular and comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Peyton Ewing is a financial advisor with EP Wealth Advisors in Torrance, CA, holding a Series 65 designation. Ewing has been with EP Wealth Advisors since 2025 and has prior work experience including roles outside the financial industry. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and provides additional services such as tax preparation and estate-document facilitation for qualifying clients.

Daniel Federman is a CFP® and holds a Series 65 license, with 18 years of experience in the financial advisory industry. He has worked at EP Wealth Advisors since 2021 and previously spent five years at NewFocus Financial Group, LLC. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and provides additional services such as tax preparation and estate-document facilitation for qualifying clients.

Janet Duong is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and bringing six years of industry experience. She joined Focus Partners in 2025 after six years at Churchill Management Group. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory services, financial and tax planning, and employee benefit consulting. The firm uses an enhanced open architecture investment approach that combines active and passive strategies, third-party managers, and private funds.

Ryan Pittman is a financial advisor at Lido with CFP®, ChFC®, and Series 65 credentials and three years of industry experience. He previously worked at CG Advisory Services LLC and The Advancement Group. Outside of advisory work, he owns RP Systems LLC, a firearms and optics sales business, and is a sole proprietor involved in health insurance premium renewals. 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 integrated wealth management services across multiple asset classes and implements options-based strategies, managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Steven Lockshin is a financial advisor at Mariner with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B+ Institutional Services, AdvicePeriod, Convergent Wealth Advisors, and Lydian Wealth Management Company. Outside of advising, he is involved in several non-investment roles including board membership at Harlem Lacrosse and Refill It, Inc., as well as developing estate planning software through OpenAdvisor Technologies, Inc. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm combines internal research with third-party managers to create customized, discretionary portfolios and provides integrated tax, accounting, and family office services uncommon for a firm of its size.

Frohman Chen is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds the Series 66 designation and has worked at firms including Capital Group and Morgan Stanley. 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 combines large institutional scale with specialized market roles such as operating as a swap dealer and futures commission merchant.

Matthew Birkett is a CFP® with over 21 years of industry experience, currently serving at Rockefeller Financial LLC. His prior experience includes 12 years at Bank of America and Merrill. He is based in Los Angeles, CA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as 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 that also offers placement and investment banking services.

Gary Arakawa is a CFP®, CFA®, and holds a Series 63 license. He has 4 years of industry experience and is currently with Cerity Partners LLC, where he has worked since 2022. Prior to Cerity Partners, he spent 18 years at Covington Capital Management. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, business entities, charitable organizations, and institutional investors. The firm builds client programs through tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities as appropriate.

Dillon Gracey is a CFP® professional with four years of industry experience. He is currently with Lido Advisors, LLC, having joined in 2023, and previously worked at Goldman Sachs and United Capital. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices and charitable organizations, providing investment management, financial planning, and family office services. The firm employs an integrated wealth management approach with diversification across multiple asset classes and options-based strategies, often managing assets on a discretionary basis and collaborating with third-party managers.

Benjamin Bruner is a financial advisor at Lido with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Lido in 2025, he worked at Northwestern Mutual in various capacities from 2021 to 2024. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, offering integrated wealth management with diversification across multiple asset classes and options-based strategies. The firm manages assets on a discretionary basis and frequently sub-advises registered investment companies.

Canaan Penland is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2018. Prior to that, he was associated with Horter Investment Management and has been involved with Greenline Associates since 2013, where he acts as an agent focusing on retirement income planning and insurance-related products. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model and separately managed accounts.

James Chartrey is a financial advisor with Lido in Los Angeles, CA, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Mariner Wealth Advisors and Principal Funds Distributor, Inc., among others. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, providing investment management, financial planning, and family office services. The firm employs a diversified investment approach incorporating equities, fixed income, alternatives, and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers.

Phu Phan is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at infinex Investments, Inc. since 2016 and at California National Bank since 2004. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, including high-net-worth clients, 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, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer structure with significant third-party relationships.

Nathan Stagg is a ChFC® and holds a Series 66 license, currently serving as a financial advisor at Lido with two years of industry experience. His prior roles include positions at Olympus Wealth Management and Wells Fargo Clearing Services. 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 various asset classes and options-based strategies, managing assets primarily on a discretionary basis while utilizing third-party managers and sub-advisers.

Randy Moshtael is a financial advisor at Oppenheimer with 43 years of industry experience. He holds a Series 63 designation and has worked at Fahnestock & Co., Inc. since 2003, following prior roles at Morgan Stanley and Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and consulting.

Alfonso Rodriguez Arriaga is a CFA® charterholder currently with EP Wealth Advisors in Torrance, CA, where he has worked since 2023. He has four years of industry experience, including prior roles at Tarbox Family Office, GC1 Ventures, and Wells Fargo. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans by offering wealth management, discretionary portfolio management, and financial planning services. The firm uses a combination 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.

Erica Ghotra is a financial advisor at Lido with 16 years of industry experience. She holds a Series 66 designation and previously worked at Westmount Asset Management from 2016 to 2019. Erica is based in Los Angeles, CA. 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 estate and retirement planning, employing an integrated approach that includes equities, fixed income, alternatives, and options-based strategies.