William Russell is a financial advisor with Kayne Anderson Rudnick Investment Management, LLC, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at Cornerstone Wealth, Roberts & Ryan Inc, Investifi Securities LLC, Cambridge Investment Research, Inc., Strategic Project Solutions, Inc., and Scotia Capital (USA) Inc. Kayne Anderson Rudnick provides discretionary and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, registered investment advisers, pension plans, and individual clients. The firm emphasizes fundamental, quality-oriented equity research and offers a range of strategies across market capitalizations and sectors, serving notable clients such as sovereign wealth funds and banking institutions.

Akop Kara Simonyan is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has seven years of industry experience. He has been with Citibank since 2014. Outside of his advisory role, he is a member of JT SCOTT LLC, where he manages residential property expenses and rent collection. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs that utilize multi-asset, multi-manager strategies through discretionary and non-discretionary approaches. The firm combines institutional scale with specialized market roles, including in-house research, swap dealing, and futures commission merchant services.

Phuong Thuy Dinh is a financial advisor at MAI Capital Management, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at firms including Evoke Wealth, LLC, First Republic Securities Company, LLC, First Republic Investment Management Inc., and UBS Financial Services Inc. since 2013. 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 individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers services such as trust administration and insurance through affiliated entities.

Aidan Schifano is a financial advisor at IEQ Capital, LLC, with a Series 65 designation and one year of industry experience. Prior to joining IEQ Capital, he held positions at Wellington Management and Harvard Medical, and has experience working in tutoring and club environments. 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’s investment approach integrates centralized macro and manager research with access to alternative investments and specialized capabilities such as digital asset exposure and PPLI sub-advisory services.

Max Kayajanian is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He previously worked at Oakwood Capital Management LLC for seven years before joining Wealth Enhancement in 2019. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, employing a diversified, risk-class based investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Eric Taslitz is a financial advisor with Lido Advisors, LLC, holding Series 63 and Series 65 designations and over 30 years of industry experience. His prior roles include positions at Avitas Wealth Management, LLC, PKS Advisory Services, LLC, and UBS Financial Services Inc. He is also involved as a principal in alternative investment management through Avitas Capital Management and Avitas Capital Partners. Lido Advisors 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 with diversification across multiple asset classes and offers discretionary asset management alongside access to third-party managers and sub-advisers.

Luke Daniel is a CFP® with 19 years of industry experience, currently serving at Lido Advisors, LLC. His prior experience includes sixteen years at Sargent Bickham Lagudis, LLC. Outside of his advisory role, he is the manager and owner of LD Flips, LLC, a real estate entity focused on rehabilitating and selling properties acquired through tax lien auctions. 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 emphasizing diversification across multiple asset classes and implements options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Dominik Elmasian is a financial advisor at Lido with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Lido Advisors, Boston Private Wealth, Edward Jones, Voya Financial Advisors, and Morgan Stanley. Elmasian is based in Los Angeles, CA. Lido serves high-net-worth and ultra-high-net-worth clients, 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.

Philip Sanchez is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Fifth Third Securities, Inc., where he has worked since 2026. Prior to that, he was employed at Ameriprise for three years and Comerica Securities, Inc. for seven years. Outside of his advisory role, Sanchez co-owns a driving school in South El Monte, California. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, and trusts through both investment advisory and brokerage services. The firm offers the Passageway Managed Account Program with multiple portfolio options and is a direct subsidiary of Fifth Third Bank.

Craig Burger is a CFA® charterholder and holds a Series 63 license, with six years of industry experience. He has worked at Cerity Partners LLC since 2022 and previously spent 15 years at Covington Capital Management. Craig is based in Los Angeles, CA. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high- and ultra-high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Deny Delgadillo is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at MML Investors Services LLC, Mass Mutual Insurance Company, Bankers Life, BancWest Investment Services, Bank of the West, and U.S. Bancorp Investments. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and various entities, often serving clients connected to TIAA-administered employer retirement plans. The firm operates within a vertically integrated structure and offers both standardized and customized investment management solutions.

Daniel Devonald is a financial advisor at Citigroup Global Markets with 13 years of industry experience and holds Series 63 and Series 65 licenses. His prior roles include positions at Rocket Mortgage, J.P. Morgan Securities LLC, and TD Ameritrade Services Co. He is based in Los Angeles, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including acting as a swap dealer and futures commission merchant.

Christopher De Salvo is a Series 65 licensed advisor at Lido with three years of industry experience. His background includes roles at Battelle and William Blair, as well as involvement with Music Solutions from 2016 to 2020. Lido serves 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 with diversification across multiple asset classes and implements options-based strategies both directly and through pooled vehicles, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Alexander Lessard is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Independent Financial Group since 2010 and also owns The Palisades Financial Group, a DBA for fixed insurance and financial planning services established in 2009. Outside of his advisory work, Lessard serves on several nonprofit boards, including Thomas Aquinas College and the Cornerstone Forum, and teaches online courses in the history and philosophy of Catholic education. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, with approximately $11.3 billion in regulatory assets under management and a national network of Investment Adviser Representatives.

Zhongkai Wang is a Series 66-licensed advisor at Independent Financial Group, LLC with nine years of industry experience. He has been with Independent Financial Group since 2016 and previously worked at IBS Electronics. In addition to his advisory role, Wang is employed by Banny Financial Services and works as an insurance agent outside of Independent Financial Group. Independent Financial Group is a large enterprise firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, utilizing a mix of in-house and third-party model portfolios and maintaining a dual role as both a registered investment adviser and an active broker-dealer.

Yuliang Cao is a financial advisor with Eagle Strategies (NY Life) in Pasadena, CA, holding Series 65 and Series 63 licenses and having three years of industry experience. His work history includes roles at NYLIFE Securities LLC and New York Life Insurance Co., as well as experience in education at Cal State University Fullerton and Orange Coast College. He is the owner of Wanm Inc., a dormant non-investment related business. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Eric Furstner is a CFP® and ChFC® with 39 years of industry experience. He has worked at Lido Advisors, LLC since 2025, following seven years at Fountainhead Capital Management and nearly two decades at Mass Mutual. Since 1987, he has also been principal of The Furstner Group, Inc., where he sells and services insurance clients. 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 with diversification across multiple asset classes and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers.

Andreas Ispas is a Series 66 licensed advisor with PlanMember Securities Corporation and has experience working with Brancov Financial Services and in educational roles at Marymount Manhattan College and Santa Monica College. He provides administrative and trade support as well as fixed insurance sales and services through Brancov Financial Services. PlanMember Securities Corporation offers retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios to support its comprehensive education, planning, and support services.

Martin Petoyan is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has worked with multiple affiliated entities including Syndicus Financial & Insurance Services LLC, Clear Compass Financial and Insurance Services, and Blue Cedar Financial and Insurance Solutions. Petoyan operates several registered businesses for selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, charitable, and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through various program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kayla Schneider is a CFP® and CFA® with five years of industry experience. She is currently an advisor at Lido, joining the firm in 2024 after nine years at Pegasus Partners. Lido provides wealth management services to 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 investment approach that includes diversification across multiple asset classes and options-based strategies, typically managing assets on a discretionary basis and utilizing third-party managers when appropriate.