Nassif Dow is a financial advisor with Citigroup Global Markets in Los Angeles, CA. He holds a Series 66 designation and has 16 years of industry experience. His prior work includes roles at Bank of America, Merrill, Wells Fargo Clearing Services, and U.S. Bancorp Advisors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm uses multi-asset, multi-manager strategies and has a distinctive combination of large institutional scale and specialized market roles.

Jason Ozur is a financial advisor at Lido with 16 years of industry experience. He holds a Series 65 credential and has been with Lido since 2015. Ozur serves as a board member of Palladius Capital Management and participates in several governing boards of Lido-affiliated entities without compensation. Lido serves a diverse range of clients including high-net-worth individuals, family offices, trusts, estates, and institutional investors, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that includes tactical option strategies and offers a broad array of affiliated capabilities such as trust, tax, insurance, and brokerage services.

Sze Wan Lee is a financial advisor at Transamerica Financial Advisors with 20 years of industry experience. Lee holds Series 63 and Series 65 licenses and has worked at several firms, including Capital One Financial Corp and IBM. In addition to advisory work, Lee is involved in sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers through multiple program platforms such as Transamerica ONE, TFA365, and the Transamerica ALPHA digital program.

Chong Shim is a financial advisor at TLG Advisors, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at firms including The Leaders Group Inc, Ameritas Advisory Services, and Prudential Insurance Company of America. Outside of his advisory work, he has been involved in senior health insurance consulting through a separate business. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors. The firm emphasizes manager selection and ongoing portfolio monitoring using fundamental analysis and Modern Portfolio Theory, offering both sub-advised accounts and a direct-to-consumer digital program called Starlight Portfolios.

Thomas Bartling is a CFP® with three years of industry experience, currently serving as a financial advisor at Lido. He previously worked at Aspiriant, Platt Wealth Management, San Diego County Credit Union, and Union Bank. Bartling serves on the Board of Directors for the Financial Planning Association of Central Florida and is employed part-time in a food and beverage role at Eden Abbey Brewing Community. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and pension plans. The firm manages approximately $42.5 billion in assets, offering integrated wealth management with a range of investment strategies and affiliated services such as trust, tax, and insurance.

Andrew Szewc is a financial advisor at EP Wealth Advisors with a Series 65 designation and three years of industry experience. He has worked at EP Wealth Advisors since 2024 and held prior positions at Executive Wealth Management, Inc. and Fratarcangeli Wealth Management. Szewc serves as a volunteer board member for the Hillsdale College Alumni Association, chairman of the Alpha Tau Omega Fraternity Beta Kappa Chapter Alumni Board, and treasurer of the Work Skills Foundation Board, where he also advises on the foundation’s investment account. 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 customized model portfolios and a variety of investment strategies, including third-party manager recommendations and ERISA plan services.

Jennifer Betbadal is a financial advisor at Lido with one year of industry experience. She holds a Series 65 designation and previously worked at J Belmont Industries LLC and J Belmont Showroom. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, providing investment management, financial planning, and family office services. The firm utilizes an integrated wealth-management approach with a range of investment strategies and manages approximately $42.5 billion in regulatory assets.

Paul Ryan is a financial advisor with Lido, holding a Series 66 license and 12 years of industry experience. He has worked at Lido Advisors, LLC since 2015 and previously at Investment Security Corporation from 2015 to 2021. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and pension plans. The firm employs an integrated wealth-management approach that balances multiple asset classes and uses tactical option strategies, while also serving as sub-adviser to investment funds such as the VanEck U.S. Equity Buffer ETF.

Steven Lazette is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with 15 years of industry experience. He holds the Series 66 designation and has been with Centaurus Financial since 2010. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services for annuities and variable life sub-accounts.

Cesar Garcia is a financial advisor at Centaurus Financial, Inc. with 12 years of industry experience. He holds a Series 66 designation and has been with Centaurus Financial since 2014. Outside of his advisory role, he has maintained involvement with HD Concreteworks since 2005. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, businesses, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary arrangements.

Jay Simmons is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with EP Wealth Advisors in Torrance, CA. Outside of his advisory role, Simmons is a co-manager of Cyrus Ridge Farm and serves as an adjunct professor teaching a Foundations of Financial Planning course at Southern Virginia College. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, financial planning, and ancillary services, utilizing customized model portfolios and a range of investment strategies including fundamental and technical analysis.

William Gallon is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at The Leaders Group Inc and Gideon Strategic Partners, as well as involvement with educational organizations such as Williams College and Pine Cobble School. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and it offers both managed accounts and a direct-to-consumer digital program called Starlight Portfolios.

Hyelee Dan is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with Eagle Strategies since 2018 and maintains concurrent roles with Nylife Securities LLC and New York Life Insurance Company dating back to 2008. Outside of advisory work, she is also appointed as an insurance broker with outside carriers for brokering non-registered products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis through a network of affiliated investment adviser representatives within the New York Life affiliate structure.

Jusuf Sahabu is a financial advisor at Centaurus Financial, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2020, following prior roles at Mass Mutual Investors Services, MassMutual Life Insurance Co., and MetLife Securities Inc. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm employs a combination of fundamental and technical analysis and offers both discretionary and non-discretionary portfolio management, with access to model overlay programs and specialized advisory services.

Adam Hale is a CFP® and holds a Series 65 license. He is a financial advisor with EP Wealth Advisors in Torrance, CA, where he has worked for four years. Prior to his financial advisory role, he was involved in a personal gardening business. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides customized wealth management, financial planning, and ancillary services, employing a mix of fundamental, technical, and cyclical analysis along with diverse investment strategies.

Masayuki Nakayama is a financial advisor at Transamerica Financial Advisors with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Nissin International Transport. 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 both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Adrian Engel is a CFA® charterholder and holds a Series 63 license with 11 years of industry experience. He has worked at City National Rochdale since 2015. Outside of his advisory role, Adrian serves on the advisory board of Iluria, a company developing software to monitor ADHD-related patterns using commercial smart wearables, and participates on the committee for the JVS Socal Scholarship Program, which supports job seekers through candidate selection. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors, employing an active, multi-strategy investment process that integrates quantitative and fundamental analysis. The firm offers portfolio management and sub-advisory services and sponsors multiple mutual and interval funds, managing approximately $73 billion in assets across 125 advisors.

Stuart Campbell is a CFP® professional with four years of industry experience. He currently works at EP Wealth Advisors and previously held roles at Wacker Wealth Partners, NYLIFE Securities LLC, New York Life Insurance Company, and Shea Homes. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides customized wealth management, portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Gregory Wells is a CFP® professional with 16 years of experience, currently serving at EP Wealth Advisors since 2010. He holds Series 63 and Series 65 licenses and is based in Torrance, CA. EP Wealth Advisors is a registered investment adviser that serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios with ongoing monitoring and rebalancing through various analytical approaches and investment strategies.

Jack Kirby is a Series 65-licensed financial advisor with six years at Lido Advisors, LLC and a total of five years in the industry. His prior roles include positions at Wells Fargo Advisors and California Lutheran University. Lido serves a diverse client base, including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional clients, offering investment management, financial planning, family office services, and affiliated trust, tax, insurance, and brokerage services. The firm employs an integrated wealth-management approach with tactical strategies and maintains significant roles as sub-adviser to investment funds, supported by a broad network of affiliated entities.