Vince Vu is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and nine years of industry experience. He has been with City National Rochdale since 2015. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management along with sub-advisory and model delivery services. The firm employs a multi-strategy investment approach that integrates quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes.

Andrew Shestek is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Greater Nevada Credit Union and spent four years in full-time education prior to his advisory roles. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Joo Kyung Lee is a financial advisor at TLG Advisors, Inc. with eight years of industry experience. Lee holds Series 63 and Series 65 credentials and has worked at firms including The Leaders Group Inc, Ameritas Advisory Services, and The Prudential Insurance Company of America. Outside of investment advisory roles, Lee is involved as a Medicare agent assisting seniors with Medicare insurance enrollment. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering portfolio management, financial and estate planning, and ERISA fiduciary services. Its investment approach includes fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program that allocates clients into passive, active, or blended fund portfolios reviewed quarterly.

Andrew Ielmini is a Series 66-licensed financial advisor at Lido with seven years of industry experience. His prior roles include positions at Neuberger Berman, City National Bank, and RBC Capital Markets. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers integrated wealth management services including investment management, financial planning, family office services, and estate planning, utilizing diversified strategies across various asset classes and options-based approaches.

Dev Maheshwari is a financial advisor with Citigroup Global Markets holding a Series 66 designation. Based in Los Angeles, he joined the firm in 2026 and has no prior industry experience. He was a student at the University of Southern California prior to his current role. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional capabilities, including in-house research and specialized market roles.

Analuisa Mercado is a CFP® with seven years of experience in the financial advisory industry. She has worked exclusively with EP Wealth Advisors since 2011. 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, utilizing a combination of fundamental, technical, and cyclical analysis alongside access to alternative investments and private funds.

Jacob Shuman is a financial advisor at EP Wealth Advisors with a Series 65 credential and three years of industry experience. His prior roles include positions at Citizens Bank, Eastspring Investments, and the PGA Tour. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document access, employing customized model portfolios and a range of investment strategies.

Peter Mueller is a CFP® professional with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previous experience at The Colony Group, LLC, HoyleCohen, LLC, and Libbie Agran Financial Services & Seminars. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients, providing a broad range of wealth management and advisory services. The firm utilizes a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

William Chedester is a CFP® and Series 65-licensed financial advisor with two years of industry experience. He is currently with EP Wealth Advisors in Torrance, CA, where he has worked in various capacities since 2020. His prior work includes roles at Trilogy Financial, UpDigital, and Kelly Slater Wave Pool. EP Wealth Advisors is a registered investment adviser serving 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, offering customized model portfolios and a mix of fundamental, technical, and cyclical analysis along with access to alternative investments and private fund recommendations.

Karl Hakansson is a financial advisor at Hightower Advisors with a Series 65 designation and one year of industry experience. His prior roles include positions at Bel Air Investment Advisors and multiple engagements at Pepperdine University. Outside of finance, he has worked at Hotel Tylösand. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Kenji Bleicker is a CFP® professional with nine years of experience in financial advising. He is currently with EP Wealth Advisors and was previously with Opes Wealth Management and Opes Advisors, Inc. Kenji is based in Torrance, CA. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm offers wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation, employing a multi-strategy investment approach including model portfolios, third-party manager recommendations, and ERISA plan services.

John Paul Ramos is a CFP® and Series 63 licensed advisor with four years of industry experience. He currently works at EP Wealth Advisors and previously held positions at MML Investors Services and Commonwealth Financial Group/MassMutual. His background also includes roles at US Valet Inc and Stonehill College. 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 a range of analytical methods and investment strategies tailored to client needs.

Michael Lampert is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Ameritas Life Insurance Company and Capstone Financial. Outside of finance, he is a semi-professional musician and a part-time visual artist who occasionally exhibits his work in galleries. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and third-party partners.

Mark Matley is a financial advisor with EP Wealth Advisors in Torrance, CA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including 27 years at The Insight Group, Inc., before joining EP Wealth Advisors in 2020. Outside of his advisory role, he manages a building services business and consults on investment advisory platform development through related non-investment activities. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by providing wealth management, discretionary portfolio management, and financial planning services. The firm constructs customized model portfolios using a blend of fundamental, technical, and cyclical analysis, and offers ancillary services such as tax preparation and estate document facilitation for eligible clients.

Fabian Chichester is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors for seven years before joining Citigroup in 2021. Citigroup Global Markets 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 employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Shelby Seivert is a financial advisor with Lido, holding a Series 65 designation and two years of industry experience. Prior to joining Lido, Shelby worked at several firms including Echelon Partners and Owen James. 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 focused on diversification across multiple asset classes and implements options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers when appropriate.

Bradley Robinson is a financial advisor at EP Wealth Advisors with CFP® and CFA® designations and two years of industry experience. He previously worked for Sheffield Investment Management LLC for ten years. EP Wealth Advisors is a registered investment adviser serving individuals, 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 variety of analytic approaches.

Charles Bennett is a CFP® credentialed financial advisor with five years of industry experience. He is currently with PlanMember Securities Corporation and has previously worked at firms including Inflection Advisors and Harry Licursi Tax & Retirement Planning. Outside of his advisory work, he is the CEO of an online business that sells running insoles. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach is based on a strategic asset allocation framework and risk-based mutual fund portfolios, supported by education, support services, and periodic portfolio rebalancing.

Dwayne Isaac is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Outside of his advisory role, he serves as president of Isaac Property Management LLC, which manages short-term rental properties. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including in-house research and unique market roles.

Krista Hartwell is a Series 65 licensed financial advisor at Schwab Wealth Advisory with one year of industry experience. She has worked previously at Charles Schwab & Co., Inc., US Bank, and several law firms including Venable LLP and Winston & Strawn LLP. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to guide investment selection, with a focus on client goals and risk tolerance.