Bret Miller is a CFP® professional with four years of industry experience, currently serving as a financial advisor at EP Wealth Advisors in Torrance, CA. His work history includes multiple roles at EP Wealth Advisors as well as experience outside the financial sector, including positions with Five Guys, Inc. and the United States Air Force. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios and a variety of investment strategies including fundamental, technical, and cyclical analysis.

Christopher Hopkins is a financial advisor with EP Wealth Advisors, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include positions at TD Ameritrade, Scottrade, and Charles Schwab. In addition to his advisory work, he assists with tax preparation through Executive Wealth Management Tax Solutions. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses a blend of fundamental, technical, and cyclical analysis to construct customized portfolios and provides ancillary services such as tax preparation and estate-document preparation for qualified clients.

Christopher Peterson is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Lido Advisors, LLC since 2016, and previously held roles at Asset Planning Solutions/Ken Stern & Associates and Northwestern Mutual Investment Management. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach featuring tactical and defined-risk option strategies and offers a broad range of affiliated services including trust, tax, insurance, and brokerage.

Tyler Lang is a financial advisor at EP Wealth Advisors with 18 years of industry experience. He holds a Series 65 designation and previously worked for Buffington Mohr McNeal for 19 years before joining EP Wealth Advisors in 2025. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning, utilizing customized model portfolios and a mix of fundamental, technical, and cyclical analysis, along with third-party manager recommendations and ERISA plan services.

Adam Fein is a financial advisor at EP Wealth Advisors with 12 years of industry experience. He holds the Series 66 designation and previously worked at RBC Capital Markets and Wells Fargo Clearing. Fein joined EP Wealth Advisors in 2024. 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 customized wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients, utilizing a range of investment strategies and managing third-party managers and ERISA plan services.

Colleen Kelly is a financial advisor at Lido with 12 years of industry experience. She holds a Series 66 designation and has worked at Lido Advisors since 2018, following prior roles at Stifel Nicolaus & Co Inc and Wells Fargo Clearing. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and pension plans, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach featuring tactical option strategies and delivers services through both discretionary and non-discretionary accounts, sub-advisers, and affiliated entities.

Benjamin Uribe is a financial advisor at Citigroup Global Markets with a Series 66 designation and five years of industry experience. He has worked at Citigroup since 2013 and concurrently serves in the U.S. Air Force. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles including swap dealer and futures commission merchant activities.

Matthew Kulka is a CFP®-certified financial advisor with eight years of industry experience. He currently works at Lido and has held prior roles at Morgan Stanley, E*TRADE Capital Management, Fidelity Brokerage Services, and Royal Alliance Associates. Lido advises a diverse client base, including high-net-worth individuals, family offices, charitable organizations, and pension plans, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that balances asset allocation across multiple asset classes and utilizes tactical and defined-risk option strategies, including sub-advisory roles with ETFs and a network of affiliated entities offering trust, tax, insurance, and brokerage services.

Jeffrey Westheimer is a Series 66-licensed financial advisor at Lido with 17 years of industry experience. He has been with Lido Advisors Holding, LLC since 2015 and is also the owner of 10 Fifteen Consulting, a business consulting firm. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering comprehensive wealth management services that combine traditional advisory with active sub-advisory roles and affiliated trust, tax, and insurance capabilities.

Shawn Finley is a CFP®-certified financial advisor with GWN Securities Inc., based in Torrance, CA, and has 16 years of industry experience. He worked at Equitable Advisors from 2010 to 2014 before joining GWN Securities, where he has been since 2014. His other business activities include the sale of insurance products such as annuities, fixed insurance, property and casualty, and long-term care. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs and financial planning. The firm employs a range of discretionary portfolio management strategies, including market-timing and momentum-based approaches, and enables advisors to select or replace sub-advisers within client portfolios.

Derek Finley is a financial advisor with GWN Securities Inc. in Torrance, CA, holding a Series 66 credential and bringing 11 years of industry experience. He has been with GWN Securities since 2015. Outside of his financial advisory role, he also works as a restaurant server. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm employs a combination of affiliated and unaffiliated sub-advisers and uses market-timing and momentum-based strategies in certain legacy programs.

Priscilla Soetanto is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, JP Morgan Securities LLC, and Bank of America. 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 employs multi-asset, multi-manager strategies and maintains institutional-scale operations with specialized market roles such as swap dealing and futures commission merchant activities.

Xiao Liu is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Xiao Liu is based in Los Angeles, CA. 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 operates a Private Advisor model with a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and consulting, alongside broker-dealer services and alternative investment placement.

Megan Carden is a CFP® professional with nine years of industry experience. She currently works at EP Wealth Advisors and previously spent nine years at Wacker Wealth Partners. 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 various investment strategies.

Kamarra Freeman is a Series 65-licensed advisor with Lido in Los Angeles, CA, and has one year of industry experience. She previously worked at Banks Capital, Kinfolk Venture Capital, PayPal Holdings Inc., and Tinker Growth. Freeman is also associated with Club Ethos. Lido serves a wide range of clients including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach combining equities, fixed income, alternatives, and tactical option strategies, and holds approximately $42.5 billion in regulatory assets under management.

Kyle Cross is a financial advisor at Lido with five years of industry experience. He holds a Series 65 designation and has worked at Lido Advisors, LLC since 2020. His prior experience includes roles at PricewaterhouseCoopers, Genentech, UCLA, and Avanade. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that incorporates tactical option strategies and manages approximately $42.5 billion in assets.

Richard Henry is a financial advisor at Lido with a Series 65 credential and seven years of industry experience. He previously worked at Wells Fargo Investment Institute, Inc. from 2019 to 2026 and Sauganish Capital Management LLC from 2012 to 2016. Richard is based in Los Angeles, CA. Lido advises a diverse clientele, including high-net-worth individuals, family offices, charitable organizations, and institutional investors, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies and serves as sub-adviser to notable investment funds such as the VanEck U.S. Equity Buffer ETF.

Moya Higgins is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. She holds the Series 65 designation and previously worked for Churchill Management Group for 13 years before joining Focus Partners in 2025. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Jacob Silverstein is a CFP®-credentialed financial advisor with six years of industry experience, currently serving at Lido Advisors, LLC. Prior to joining Lido, he worked at All-Terrain Financial and has held various roles in diverse industries. Outside of his advisory work, he is the sole proprietor of JTS Capital LLC, an investment property management business. Lido Advisors serves a wide range of clients including high-net-worth individuals, family offices, and institutional entities, providing investment management, financial planning, and family office services. The firm utilizes an integrated wealth-management approach with a focus on tactical and defined-risk option strategies, and it is involved in active sub-advisory roles for ETFs and private funds.

Andrey Manannikov is a financial advisor at HSBC Securities (USA) Inc. with six years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Bank of America, Merrill, and JPMorgan Chase. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary options. The firm utilizes a combination of strategic and tactical asset allocation supported by global asset management teams, with a notable portion of assets held in client-directed, non-discretionary portfolios.