Simon Zhang is a financial advisor at IEQ Capital, LLC in Los Angeles, CA, holding a Series 66 designation with three years of industry experience. Prior to joining IEQ Capital in 2025, he worked at Morgan Stanley Smith Barney LLC from 2022 to 2025. He also has experience in academia, having worked at Duke University, Babson College, and The Webb Schools. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, focusing on separately managed accounts and family-office services. The firm employs a centralized investment process that integrates macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion in assets.

Louis Odette IV is a CFA® charterholder with 13 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2026. His prior experience includes roles at Opes Wealth Management, Landed Inc., and CitiGroup Global Markets. EP Wealth Advisors serves individual, corporate, and retirement plan clients, offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document assistance. The firm emphasizes customized model portfolios with ongoing monitoring and utilizes a mix of analytical approaches alongside alternative investments and third-party manager recommendations.

Albert Jennings Segura is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has 14 years of industry experience, including prior roles at Bank of America and Merrill Lynch. He is based in Beverly Hills, CA. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, and retirement plan consulting through a large network of investment adviser representatives utilizing both proprietary and third-party strategies.

Yulyus Medina is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 designations and four years of industry experience. Prior to joining Citigroup, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as Citrin and Abercrombie & Fitch Co. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering diverse investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with large institutional scale alongside unique market roles such as swap dealing and futures commission merchant activities.

Ahmad Khalil is a financial advisor at Oppenheimer with nine years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2022, following prior roles at Guggenheim Securities and Wedbush Securities Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a range of discretionary and non-discretionary investment services including strategic asset allocation, manager selection, and retirement consulting, while maintaining custody of client assets as a qualified custodian.

Daniel Brown is a financial advisor at Lido with a Series 65 designation and no prior industry experience before joining the firm. His work history includes roles at Annex Wealth Management and Pegasus Partners, along with earlier positions outside the financial sector, including teaching in Milwaukee Public Schools. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, and other entities, offering investment management, financial planning, and estate services. The firm employs an integrated wealth management approach with diversification across asset classes and implements options-based strategies both directly in client accounts and through pooled vehicles.

Brian Haloossim is a Series 66-licensed financial advisor with 22 years of industry experience. He has worked at Sanford C. Bernstein for 23 years and currently serves at Lido Advisors, LLC. Outside of his advisory role, he is an advisor to Qloo Inc., a technology company focused on entertainment and culture, where he provides strategic and marketing input. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs an integrated wealth management approach emphasizing diversification and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Dallin Cutler is a CFP®-credentialed financial advisor with 11 years of industry experience. He is currently with EP Wealth Advisors in Torrance, CA, where he has worked since 2020. Prior to that, he was affiliated with The Insight Group Insurance Agency, Financial Insight Center, and Allegis Financial Partners. 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, utilizing a combination of fundamental, technical, and cyclical investment analyses.

Derenik Sardarimasihi is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding Series 63 and 66 licenses and having five years of industry experience. His prior roles include positions at Unionbanc Investment Services, MUFG Union Bank, HSBC Bank USA, N.A., and Bank of the West. Outside of his advisory work, he provides in-home care for his parents through the California Department of Social Services. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, with a range of discretionary and non-discretionary options. The firm’s investment process utilizes model risk profiles and combines strategic and tactical asset allocation developed in partnership with HSBC Global Asset Management and affiliated providers.

Alireza Damirchilou is a financial advisor at HSBC Securities (USA) Inc. with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at HSBC Bank USA, N.A., Farmers Insurance Agency, F.F. Nab, and Bank of Industry and Mine. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, utilizing both client-directed and discretionary investment strategies supported by global asset management and fund due diligence teams.

Kathleen Connors is a CFP® professional with five years of experience in financial advising. She is currently with EP Wealth Advisors and has previously worked at Better Money Decisions, Envision Wealth Planning Inc., TriLumina Corporation, and CFV Solar Test Laboratory. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate clients, and retirement plans. The firm offers customized wealth management, discretionary portfolio management, and financial planning services alongside ancillary offerings such as tax preparation and estate-document preparation for qualified clients.

David Gallacher is a CFA® charterholder with 14 years of industry experience. He has worked at William Blair since 2021 and was previously with Cyrus J. Lawrence LLC from 2015 to 2021. Gallacher holds Series 66 and Series 63 licenses and is based in Los Angeles, CA. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Justin Moreci is a financial advisor with EP Wealth Advisors in Torrance, CA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Mariner, Lido Advisors, Morgan Stanley Smith Barney, Bank of America, Merrill, and UBS Financial Services. 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 a blend of fundamental, technical, and cyclical analysis along with alternative investment options to create customized portfolios.

Sean Rodriguez is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Valic Financial Advisors since 2011 and also works with Agia in a non-securities insurance capacity. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and providing various overlay options for portfolio customization.

Nicholas Costas is a financial advisor at EP Wealth Advisors with three years of industry experience. He holds a Series 65 designation and has worked previously at One Capital Management, LLC and Logix Federal Credit Union. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, financial planning, and ancillary services including tax preparation and estate-document facilitation for qualifying clients.

Anna Crabs is a financial advisor at Lido with two years of industry experience. She holds the Series 66 designation and previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Equitable Financial Life Insurance. 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 investment management, financial planning, family office services, and retirement and estate planning, with an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Paul Leach is a CFP®-designated financial advisor at Rockefeller Financial LLC with 18 years of industry experience. He previously worked at Bank of America and Merrill from 2009 to 2023 before joining Rockefeller Financial. Outside of his advisory role, he is the founder of Surf 4 Kidz, a charity surf camp supporting a nonprofit that trains and places at-risk military veterans in welding jobs. 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 uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Hwa Jin Kim is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His career includes roles at The Leaders Group Inc, Ameritas Advisory Services, and The Prudential Insurance Company of America. Outside of advising, he serves as Executive Vice President of Sales at EMP Financial Network. TLG Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, and offers portfolio management, comprehensive financial planning, and fiduciary services for ERISA-qualified retirement plans.

Benjamin Samoylov is a CFA® charterholder with two years of industry experience. He has worked at Lido Advisors, LLC since 2025 and previously held positions at Exchange Capital Management Inc, Mitchell Family Office, McQueen Financial Advisors, United Wholesale Mortgage, and Ally Financial. Lido serves high-net-worth and ultra-high-net-worth clients, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach that emphasizes diversification across various asset classes and utilizes options-based strategies, managing assets on a discretionary basis and coordinating with third-party managers and sub-advisers when appropriate.

Jaron Gardiner is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has worked at EP Wealth Advisors since 2021 and previously spent five years with NewFocus Financial Group, LLC. Outside of his advisory role, Gardiner serves as an adjunct college professor at Clark College, teaching online or evening courses. EP Wealth Advisors serves individuals, corporate and business 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 assistance for qualifying clients.