Alexander Mansfield is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Beacon Pointe Advisors, LLC, Independent Testing Laboratories, and UBS Financial Services, among others. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a diverse client base including institutional investors and high-net-worth individuals. The firm employs a fundamental, company-level research approach with an emphasis on governance and sustainability, managing various active equity and fixed-income strategies across market capitalizations.

Andrew Ignatian is a financial advisor at D.A. Davidson & Co. with a Series 66 license and one year of industry experience. Prior to joining D.A. Davidson, he held various roles including positions at Backcountry and Salt Lake County. 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 such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients, operating under fiduciary and ERISA standards.

Erica Pu is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at several firms including MassMutual Investors Services and MetLife Securities. In addition to her advisory role, she operates a financial and insurance services business and holds an insurance broker position specializing in life, disability, long-term care, fixed annuities, and health insurance. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary options. The firm uses a structured investment process with multiple risk profiles and partners with global asset management and fund selection affiliates to oversee portfolio management and ongoing monitoring.

Daniel Stegall is a CFP® and holds a Series 66 license with three years of industry experience. He currently works at Lido Advisors, LLC and previously held roles at Ameriprise Financial Services, MyFreightWorld Inc, Blue Hills Country Club, Planet Fitness, and Waldo Pizza. Lido advises a diverse client base that includes high-net-worth and ultra-high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm offers integrated wealth management with a range of investment strategies, including tactical and defined-risk option approaches, and supports its clients through a network of affiliated trust, tax, insurance, and brokerage services.

Eric Sagadin is a CFP® with 10 years of industry experience, currently serving as an advisor at Lido since 2020. His prior work includes roles at Northwestern Mutual Wealth Management Company and other financial advisory firms. Lido works with a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with a mix of asset classes and active options strategies, and it serves as sub-adviser to the VanEck U.S. Equity Buffer ETF while maintaining a suite of affiliated financial services.

Richard Schultz is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Lincoln Investment since 2012 and at Capital Analysts Incorporated since 2003. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm utilizes strategic model portfolios developed by its in-house Investment Management & Research team and offers a range of financial planning and portfolio management services across various platform options.

Cynthia Knowlton is a CFA® credentialed advisor at Lido with two years of industry experience. Her prior roles include six years at Segall Bryant & Hamill and twelve years at Denver Investments. She serves as Advocacy Chair on the CFA Society Colorado Board, supporting university and community outreach efforts. Lido advises a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering integrated wealth management with a range of strategies across equities, fixed income, alternatives, and options. The firm manages approximately $42.5 billion in assets and combines traditional advisory services with extensive affiliated capabilities and sub-advisory roles.

James Diehl is a financial advisor at Lido with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fountainhead Advisors and Mass Mutual, where he also recommended and serviced life insurance policies. Diehl is based in Los Angeles, CA. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and institutional investors. The firm employs an integrated wealth-management approach that balances a variety of asset classes and offers specialized investment strategies, while also providing a broad range of affiliated trust, tax, insurance, and brokerage services.

Derek Radulski is a financial advisor at Oppenheimer with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at D.A. Davidson & Co., Raymond James, Morgan Stanley, and Citigroup Global Markets. He is based in Los Angeles, CA. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment and consulting services delivered on both discretionary and non-discretionary bases, with a focus on strategic asset allocation, manager selection, and customized retirement planning.

Weiji Li is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. in Los Angeles, CA. Prior to joining Schwab, Li worked at The Vanguard Group and Vanguard Marketing Corporation for six years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on proprietary asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Andrew Block is a CFA® charterholder with 13 years of industry experience. He is currently with RBC Rochdale, LLC and has previously been associated with Rochdale Investment Management, Rim Securities LLC, and City National Bank. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and government entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, utilizing proprietary tools and collaborating with third-party sub-advisors to create tailored portfolios.

Madison Spahr is a Financial Advisor at Merrill Lynch Wealth Management based in Houston, Texas. She works with families and individuals across various industries to develop customized financial strategies that align with their personal goals and life aspirations. As part of the TSPN Wealth Management Group, a team of over 30 Financial Advisors and Wealth Management Client Associates, Madison focuses on wealth planning, retirement planning, executive compensation, and tax minimization. Her approach emphasizes tailored wealth plans designed to help clients understand complexities such as stock option plans and determine optimal retirement timelines. Madison transitioned into financial services in 2019 after a career in public relations, inspired by her Godfather's advice on the importance of cash flow management. She holds a Bachelor's Degree in Communications from the University of Colorado Boulder and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Raised in Los Angeles, Madison currently lives in Houston and maintains an active lifestyle through activities such as skiing, hiking, running, cycling, yoga, and Pilates. She is also a member of the Alpha Chi Omega Sorority.

Jonathan Isaacman is a CFP® professional with 27 years of industry experience. He currently works at Kayne Anderson Rudnick Investment Management, LLC and holds Series 63 and Series 66 licenses. His prior roles include positions at Charles Schwab Bank, Charles Schwab, and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he is also involved with VP Distributors, LLC. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a diverse client base, including institutional and individual investors. The firm’s investment approach centers on fundamental, company-level research and integrates proprietary governance and sustainability assessments across a range of active equity and fixed-income strategies.

Kevin Galvez is a CFP® professional with six years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Chatterton & Associates, The Wealth Management Team, Gregory W. Beck CPA, and Hd Vest Investment Services. He holds the Series 63 designation and is based in Los Angeles, CA. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Sean Meier is a financial advisor at Oppenheimer with 14 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2012. Prior to and concurrently with his current role, he has worked at Global Platinum Securities LLC since 2004. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, retirement consulting, and financial planning.

Herbert Quick IV is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior roles include positions at firms such as InheritGuard, LLC and Equity Smart Home Loans, Inc. Outside of his advisory work, he is involved in creative services including writing, music composition, graphic design, photography, and videography. Transamerica Financial Advisors serves a diverse client base, including individual investors, retirement plans, trusts, and corporations, offering a range of advisory and broker-dealer services. The firm provides both proprietary and third-party investment models with discretionary and non-discretionary options.

Michael Hatfield is a Series 65-licensed financial advisor at MAI Capital Management, LLC with one year of industry experience. Prior to joining MAI Capital, he worked at Evoke Advisors, Clifford Swan Investment Counselors, Merrill Lynch, and Bank of America. 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- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and administrative services, managing over $72 billion in assets.

Robert Apuzzo is a financial advisor with Eagle Strategies (New York Life) based in Los Angeles, CA. He holds Series 63 and Series 66 licenses and has nine years of industry experience, including prior roles at NYLIFE Securities LLC, New York Life Insurance Company, and AXA Advisors. Outside of his advisory work, he serves as an officer for the 1220 Artlofts Homeowners Association in West Hollywood. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Andrew Wissell is a financial advisor at Lido with one year of industry experience. He holds a Series 66 designation. His prior experience includes roles at Accelerated Wealth Partners, J.P. Morgan Securities, JPMorgan Chase Bank, First Republic Bank, Focus Financial Partners, and Union Capital Park. Lido advises a diverse range of clients, including high-net-worth individuals, family offices, and institutional entities, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that balances various asset classes and utilizes tactical option strategies, while serving as a sub-adviser to publicly traded funds and providing an extensive network of affiliated financial services.

Aaron Gallardo is a financial advisor with Schwab Wealth Advisory Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior experience includes roles at Wells Fargo Advisors, RBC Capital Markets, Blackrock Fund Advisors, and Charles Schwab. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, with client-tailored recommendations and trades executed only with client authorization.