Joshua Fein is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He is also the owner of BSF Advisors, an independent financial services practice he has operated since 2012. Additionally, Mr. Fein is a licensed realtor, although he currently does not devote time to real estate activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes various investment strategies implemented through proprietary platforms and third-party managers.

Jonathan Figlin is a CFA® charterholder and Series 63 licensee with three years of industry experience. He is currently with MAI Capital Management, LLC and has previously worked at Evoke Advisors, Offit Capital, and Mozaic. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning and tax services into many client relationships.

Jason Min is a financial advisor with Eagle Strategies (New York Life) based in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with New York Life Insurance Company since 1999. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working extensively with defined contribution and defined benefit plans as well as charitable and corporate clients.

Orlino David is a financial advisor at Transamerica Financial Advisors with Series 65 and Series 63 licenses and one year of industry experience. He has a long career with Torrance Unified School District, where he manages accounting and financial services, and served in the United States Marine Corps for 29 years. He is also involved with Inheritguard, LLC, providing estate planning education and client communications. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with access to proprietary and third-party model portfolios.

Henry Hagenbuch is a financial advisor at Lido with eight years of industry experience. He holds a Series 65 designation and has worked at several firms including Robertson Stephens Wealth Management, Mercer Global Advisors, and ClearRock Capital. Outside of his advisory role, he owns NH Ventures, LLC, a pass-through entity for his personal private investments. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and other entities. The firm provides investment management, financial planning, and family office services, employing a diversified investment approach that includes options-based strategies and the use of third-party managers and sub-advisers.

Jeffrey Dore is a financial advisor at MAI Capital Management, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Evoke Wealth, LLC and First Republic Investment Management, Inc. He is based in Los Angeles, CA. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a wide range of clients, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory capacities, managing significant assets and affiliated investment vehicles.

Kelly Owens is a CFP® professional with 12 years of industry experience. She is currently an advisor at EP Wealth Advisors in Torrance, CA, where she has worked since 2025. Prior to joining EP Wealth Advisors, she spent 11 years with Alphamark Advisors LLC. EP Wealth Advisors serves individual, corporate, and retirement plan clients, offering wealth management, discretionary portfolio management, and financial planning services. The firm utilizes customized model portfolios and a variety of analytical methods, recommending a diverse mix of investments and providing ERISA plan services.

Riasat Irtiza is a Series 66-licensed financial advisor with two years of industry experience, currently with Mariner in Los Angeles, CA. His prior roles include positions at Ses LLC, Royal Alliance Associates, INC., Seia LLC, and HCR Wealth Advisors. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house and third-party management, and provides specialized offerings such as Core Family Office services and a Financial Wellness Platform for employer clients.

Keri Kutakoff is a financial advisor at Lido with 20 years of industry experience and holds the ChFC®, Series 65, and Series 63 designations. Her prior roles include positions at Chelsea Financial Services, Fountainhead AM, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. She also serves as a general agent overseeing life insurance advisors with National Life Group. Lido advises high-net-worth and ultra-high-net-worth clients, including family offices and charitable organizations, offering investment management, financial planning, and estate services. The firm employs an integrated wealth management approach with diversification across multiple asset classes and options-based strategies, managing many assets on a discretionary basis and collaborating with third-party managers and sub-advisers.

Wasana Arayatanon is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses, and has eight years of industry experience. She has worked at Transamerica Financial Advisors since 2016 and is also associated with Axianta Financial Partners and World Financial Group, Inc. Her activities include the sale of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services, featuring proprietary and third-party model portfolios, discretionary and non-discretionary program options, and maintains affiliated retirement and recordkeeping entities.

Brian Parker is a CFP® professional with 27 years of industry experience, currently serving at EP Wealth Advisors since 2005. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Parker serves on the finance committee of the Beach Cities Health District and is a board member of the Hermosa Beach Education Foundation. EP Wealth Advisors is a registered investment adviser that provides wealth management, financial planning, and discretionary portfolio management services to individuals, corporate clients, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and offers ancillary services including tax preparation and estate-document assistance for qualifying clients.

Blair Buick is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Lido in Los Angeles, CA. His prior experience includes roles at Innofovate LLC and The Renaissance Companies. Lido provides wealth management services to high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities, offering a diversified investment approach that includes equities, fixed income, alternatives, and options-based strategies. The firm manages assets on a discretionary basis and frequently serves as a sub-adviser to registered investment companies.

Klaudia Dettloff is a CFP® and holds a Series 66 designation, with 10 years of industry experience. She has been with EP Wealth Advisors since 2019 and previously worked at Guidant Wealth Advisors and LPL Financial. 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, providing customized portfolios that incorporate fundamental, technical, and cyclical analysis, along with a range of ancillary services such as tax preparation and estate-document assistance for qualified clients.

Mario Moreira is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked at Transamerica Financial Advisors since 2018 and has prior experience with WFG and 2000 Insurance Service. Outside of his advisory role, Moreira is involved in the operation of several businesses in the plywood and hardware supply industry, serving as president and owner. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs model portfolios and third-party managers within a large advisor network and offers multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Thomas Dwyer is a CFP® professional with 22 years of industry experience. He has worked at EP Wealth Advisors since 2023 and spent 20 years at Resolute Financial, LLC prior to that. EP Wealth Advisors is a registered investment adviser serving individual, corporate, and retirement plan clients. The firm offers wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios and a range of investment strategies including fundamental, technical, and cyclical analysis.

Rebecca Dutka is a CFA® charterholder with four years of experience in the financial industry. She has worked at Cerity Partners LLC since 2022 and previously spent 18 years at Covington Capital Management. Dutka is based in Los Angeles, CA. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Christopher Walters is a financial advisor with Eagle Strategies (NY Life) based in Pasadena, CA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Walters has worked at Eagle Strategies since 2025 and has additional experience with related firms including NYLIFE Securities and New York Life Insurance Co. Outside of finance, he is president and owner of Illuminated Path Productions, a film equipment rental business. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse range of individual and institutional clients. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis.

Matthew Christopher is a CFA® charterholder currently with EP Wealth Advisors and has seven years of industry experience. His prior roles include positions at Parcion Private Wealth LLC and the City of London Investment Management Company Limited. EP Wealth Advisors serves individuals, corporate clients, and retirement plans with customized wealth management, discretionary portfolio management, and financial planning services. The firm employs a mix of fundamental, technical, and cyclical analysis along with alternative investment recommendations and ERISA plan services.

David Sassen is a financial advisor with Rockefeller Financial LLC, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Merrill and Bank of America. He is based in Los Angeles, CA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Robert Amoruso is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA, holding a Series 66 designation and 17 years of industry experience. He has previously worked at The Leaders Group Inc and M Holdings Securities, Inc., and serves as CEO of Gideon Strategic Partners LLC. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, corporations, and institutional investors, providing portfolio management, financial planning, and fiduciary services. The firm’s investment approach emphasizes manager selection and diversification using fundamental analysis and Modern Portfolio Theory, supported by a network of independent advisors and sub-advisors.