Elizabeth Miller is a financial advisor at Hightower Advisors with eight years of industry experience. She holds the Series 65 credential and has worked at Hightower since 2021, following five years at Bel Air. Based in Los Angeles, CA, she focuses on providing investment advisory services. Hightower Advisors delivers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a range of investment vehicles.

Michelle Jackson is a financial advisor at Capital Group Private Client Services, Inc. with 28 years of industry experience. She holds the CFP® designation and several securities licenses, including Series 63, 65, and 66. Her prior roles include positions at Morgan Stanley and Capital Bank & Trust Company. Capital Group Private Client Services primarily provides discretionary investment management to high-net-worth individuals and charitable organizations, using a multi-manager approach and a focus on fundamental research and long-term investing. The firm utilizes separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds in client portfolios.

Michael Brimhall is a Series 65-credentialed advisor with five years of industry experience. He is currently with MAI Capital Management, LLC and previously worked at Evoke Advisors and Bel Air Advisors. Prior to his advisory roles, he spent four years at Brigham Young University. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of investment strategies and combines financial planning with tax and administrative services, managing over $72 billion in assets as of May 2026.

Jennifer Mason is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and three years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Bank, accumulating over a decade of experience in financial services. Outside of her advisory role, Mason is involved as an independent business owner for Amway, focusing on retail sales of health, home, and beauty products. 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 offers portfolio management, financial planning, consulting, and operates as a registered broker-dealer, providing a range of investment and banking services through a Private Advisor model and consolidated investment platform.

Mitchell Fedders is a financial advisor at Lido with a Series 65 credential and one year of industry experience. His prior roles include positions at Strategic Group, Elizabeth Park Capital Management, and The Ohio State University Shoemaker Center. Lido serves high-net-worth and ultra-high-net-worth clients including individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach with a focus on diversification across multiple asset classes and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Peter Haroun is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at firms including LPL Financial LLC, Mariner Independent Advisor Network, and Wells Fargo in various capacities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and integrates both proprietary and third-party strategies to manage client assets.

Bennett Gross is a CFA® charterholder with 35 years of industry experience, currently serving as a financial advisor at Mariner since 2026. His prior experience includes roles at NewEdge Advisors, LLC, Jefferies LLC, Sanctuary Wealth, and L&S Advisors, Inc. He also acts as a trustee for the Friedman Testamentary Trust, overseeing the distribution of assets without compensation. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs a discretionary, customized investment approach supported by in-house research and third-party managers, with a notable integration of tax and accounting resources.

Charleger Santiago is a financial advisor with Eagle Strategies (New York Life) based in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2006. Santiago serves as a board member for Community First Fund. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and offers a range of advisory programs, primarily managing assets on a non-discretionary basis.

Steven Simon is a financial advisor with Equity Services, Inc. in Beverly Hills, CA, holding the ChFC® and Series 63 designations and bringing 44 years of industry experience. He has been associated with Equity Services, Inc. since 1995 and with National Life Group since 1997. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and utilizes third-party asset managers and model portfolios.

James Nevers is a financial advisor at EP Wealth Advisors with 14 years of industry experience. He holds a Series 65 designation and previously worked at Soundmark Wealth Management, LLC, and served in the U.S. Army National Guard for 11 years. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm uses customized model portfolios with fundamental, technical, and cyclical analysis, and it provides services including third-party manager recommendations and ERISA plan fiduciary support.

Shawn Moran is a financial advisor at Lido with 11 years of industry experience. He holds a Series 65 designation and previously worked at Crawford Investment Counsel for seven years before joining Lido in 2020. Based in Los Angeles, CA, Moran has worked at firms focused on investment management and advisory services throughout his career. 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 that includes diversified investments across multiple asset classes and options-based strategies, managing assets typically on a discretionary basis while utilizing third-party managers and sub-advisers.

Cole Allshouse is a financial advisor with EP Wealth Advisors and holds a Series 65 designation. He has two years of industry experience, including prior work at Wacker Wealth Partners and a long career at Garcia Architecture + Design. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document access for qualifying clients. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and provides ERISA plan services including fiduciary management.

Wade Murphy is a financial advisor at GWN Securities Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with GWN Securities since 2010. Murphy also serves as president of Envision Financial & Insurance Services, where he focuses on retirement planning for educators. Outside of his advisory roles, he is a board member of The Jack Kramer Club, a private tennis club in Rolling Hills Estates. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers through a network of over 400 advisors, managing approximately $3.65 billion across more than 37,000 accounts.

Michael Davis is a CFP® professional currently with Lido, based in Los Angeles, CA, and has two years of industry experience. He previously worked at Pure Financial Advisors and GoSite. Lido serves 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 uses an integrated wealth management approach with diversified asset strategies and options-based implementations, often managing assets on a discretionary basis and collaborating with third-party managers.

Eileen Holmes is a financial advisor at Focus Partners Wealth, LLC with 29 years of industry experience. She holds a Series 63 designation and previously worked at Churchill Management Group for over five decades. Outside of advising, she serves as Executive Vice President and Secretary-Treasurer of Chartwell Properties, Inc., a property management and accounting company. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies using fundamental and quantitative analysis within an enhanced open architecture framework.

Gregory Meyer is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has worked at Independent Financial Group, LLC since 2022 and previously spent 19 years with Pash & Benson International Ltd Inc. Meyer also sells life, health, disability, and long-term care insurance outside of Independent Financial Group. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and organizations. The firm offers financial planning and portfolio management through various platforms, combining strategic asset allocation with active and passive strategies.

Shannen Smith is a financial advisor at EP Wealth Advisors with a Series 65 designation and two years of industry experience. Prior to joining EP Wealth Advisors in 2024, Smith worked for eight years at Sloan Investment Management LLC. EP Wealth Advisors serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualified clients, utilizing customized model portfolios and a range of investment strategies.

Laurie Allen is a financial advisor with GWN Securities Inc. in Redondo Beach, CA, holding a Series 66 credential and 17 years of industry experience. She previously worked at AXA Advisors, LLC before joining GWN Securities in 2017. Outside of her advisory role, Allen serves as CEO of Laurie Allen Wealth Management and LA Insurance Services, and she provides pro bono financial planning focused on budgeting, debt management, and emergency planning. She also coordinates fundraising activities for Valor Christian Academy’s PTA. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice primarily via managed-account programs and a variety of investment strategies.

Nicholas Burton is a financial advisor at EP Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has prior experience at Camelback Strategy Group and Scion, as well as academic roles at Texas Tech University. EP Wealth Advisors is a registered investment adviser serving 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, using customized model portfolios and a mix of fundamental, technical, and cyclical analyses.

Tyson Tate is a Series 65-licensed financial advisor at EP Wealth Advisors with three years of industry experience. His prior work includes roles at Costco Wholesale and South Jordan City. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document assistance for qualified clients. The firm employs customized model portfolios with various investment strategies and provides ERISA plan services and third-party manager oversight.