Alfonso Rodriguez Arriaga is a CFA® charterholder currently with EP Wealth Advisors in Torrance, CA, where he has worked since 2023. He has four years of industry experience, including prior roles at Tarbox Family Office, GC1 Ventures, and Wells Fargo. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans by offering wealth management, discretionary portfolio management, and financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and provides ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Erica Ghotra is a financial advisor at Lido with 16 years of industry experience. She holds a Series 66 designation and previously worked at Westmount Asset Management from 2016 to 2019. Erica is based in Los Angeles, CA. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm provides investment management, financial planning, family office services, and estate and retirement planning, employing an integrated approach that includes equities, fixed income, alternatives, and options-based strategies.

Michelle St Julien is a financial advisor at Capital Group Private Client Services, Inc. with five years of industry experience. She holds Series 65 and Series 66 licenses and has worked primarily within Capital Group since 2018, including prior roles at Transamerica and Wells Fargo. Based in Los Angeles, CA, she currently serves clients through Capital Group Private Client Services. Capital Group Private Client Services provides discretionary investment management to high-net-worth individuals, charitable organizations, and select corporate and pension clients. The firm employs a multi-manager approach called the "Capital System," utilizing separately managed accounts, mutual funds, ETFs, and alternative strategies with an emphasis on fundamental research and a long-term investment horizon.

Evan Stablein is a CFP® professional with one year of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC. He has previously worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers additional services such as trust administration and insurance through affiliated entities.

Dongyue Lyu is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo, HSBC Securities, HSBC Bank USA, and Cathay Bank. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by in-house research and unique market roles such as swap dealing and futures commission merchant activities.

Benjamin Porras is a CFA® charterholder with 20 years of industry experience. He currently serves as an advisor at Farther and previously worked at Arrowroot Family Office, Arrowroot Financial Services, LLC, and EP Wealth Advisors. In addition to his advisory role, he operates a sole proprietorship providing liability and loan consulting as well as transaction coordinator support. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Michael Mora is a financial advisor at Steward Partners Investment Advisory, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Catalina Structured Funding. Mora is based in Los Angeles, CA. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

John Genung III is a financial advisor at Lido with a Series 65 designation and approximately one year of industry experience. His prior work includes positions at Chilton Capital Management LLC, Northwestern Mutual Investment Services, LLC, and Investar Bank. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and charitable organizations by providing investment management, financial planning, family office services, and retirement and estate planning. The firm employs an integrated wealth management approach with diversification across various asset classes and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers.

Jonathan Boyack is a Series 65-licensed financial advisor at MAI Capital Management, LLC with one year of industry experience. Prior to joining MAI in 2026, he held roles at Evoke Advisors, Sepio Capital, North Island Credit Union, and Benrich Service Company. He studied at Brigham Young University from 2020 to 2024. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of strategies and offers integrated financial planning, with $72.3 billion in assets under management as of May 2026.

Mollie Privett is a CFP® professional at EP Wealth Advisors with four years of industry experience. She has held roles at several firms, including Beacon Pointe Advisors, Morton Wealth, Pure Financial Advisors, and Northwestern Mutual. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning. The firm employs a range of investment strategies, including fundamental, technical, and cyclical analysis, and provides additional services such as tax preparation and estate-document facilitation for eligible clients.

Patricia Parker is a financial advisor at EP Wealth Advisors with nine years of industry experience. She holds a Series 65 designation and previously worked at The Holben Group and Holben Hay Lake Balzer CPAs. Parker is also the managing partner of P3 Financial Services, where she occasionally performs financial consulting. EP Wealth Advisors serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning, utilizing customized model portfolios and a variety of investment strategies.

Jon Wingent is a CFP® and holds a Series 65 license, currently with Cerity Partners LLC. He has four years of industry experience, including roles at Morton Wealth and Schroders Personal Wealth. He serves as an investment committee member for the British Benevolent Society of California, a nonprofit organization. Cerity Partners provides customized wealth management services to a diverse national clientele, including individuals, families, trusts, charitable organizations, and institutional investors. The firm emphasizes tailored asset allocation and manager selection, combining proprietary quantitative screening with third-party managers and individual securities.

Anna Vo is a CFP® professional affiliated with EP Wealth Advisors in Torrance, CA. She has been with EP Wealth Advisors since 2022 and has a background in mortgage lending with prior roles at Sprout Mortgage LLC and Secure One Capital Corporation. EP Wealth Advisors is a registered investment adviser that serves individual, corporate, and retirement plan clients with services including wealth management, financial planning, and ancillary offerings such as tax preparation and estate-document services. The firm employs a mix of fundamental, technical, and cyclical analysis to construct customized portfolios and provides ongoing monitoring, utilizing options, alternative investments, and third-party managers when appropriate.

Stephen Reiches is a financial advisor at EP Wealth Advisors with 19 years of industry experience. He holds a Series 65 designation and was previously with Rappaport Reiches Capital Management, LLC for 14 years. EP Wealth Advisors serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning. The firm utilizes customized model portfolios with a blend of fundamental, technical, and cyclical analysis and provides ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Maria Elena Bird is a financial advisor at Lido with nine years of industry experience. She holds Series 65 and Series 66 licenses and has worked at CBIZ, Inc, Addepar, Inc, and The Ayco Company LP before joining Lido. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities, offering investment management, financial planning, family office services, and retirement and estate planning. The firm employs an integrated wealth management approach with diversified strategies across various asset classes and routinely manages assets on a discretionary basis, often using third-party managers and sub-advisers.

Gabriela Maria Holian Martinez is an advisor at HSBC Securities (USA) Inc. with a Series 66 designation and one year of industry experience. Her prior roles include positions at Angelini Palisades, the Hammer Museum, and UCLA. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a range of client-directed and discretionary investment programs. The firm’s investment process utilizes five model risk profiles and combines strategic and tactical asset allocation developed with HSBC Global Asset Management, with ongoing fund due diligence and monitoring conducted by affiliated providers.

Dylan Audsley is a Series 66-licensed financial advisor at Mercer Global Advisors Inc. with one year of industry experience. Prior to joining Mercer, he worked at Seia LLC and Ses LLC, and he spent four years with USA Rugby and the San Diego Legion. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified, risk-appropriate portfolios with low-cost ETFs, index funds, separate account managers, and private funds.

Ryan Collette is a financial advisor with EP Wealth Advisors in Torrance, CA, holding a Series 66 designation and 14 years of industry experience. He has previously worked at RWA Wealth Partners and Polaris Wealth Advisory Group, among other firms. EP Wealth Advisors serves 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 for qualified clients, using customized model portfolios and a mix of fundamental, technical, and cyclical analysis.

Bruce Lessinger is a financial advisor with Oppenheimer in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at Oppenheimer since 2009, following eight years at UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and provides both discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios.

Frank Patzke is a CFP® professional with 48 years of experience in the financial services industry. He has been with EP Wealth Advisors since 2019 and previously held roles at FP Financial Services, Inc. and LPL Financial. Outside of his advisory work, he is involved in a real estate rental business through FSKS Properties. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and a variety of investment strategies, including fundamental, technical, and cyclical analysis, and offers ancillary services such as tax preparation and estate-document preparation for eligible clients.