Peter Chang is a financial advisor at MAI Capital Management, LLC with 17 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked previously at Evoke Wealth, LLC and First Republic Securities Company, LLC. MAI Capital Management provides 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 tailored to client objectives and offers integrated financial planning, tax, and administrative services.

Albert Sedaghatpour is a financial advisor at Citigroup Global Markets in Los Angeles, CA, holding Series 63 and Series 65 licenses with three years of industry experience. He has worked at Citigroup since 2018 and previously held positions at Diamond Business Loans and other firms. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm’s approach includes multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs, supported by in-house research and unique market roles.

Ricardo Ramirez is a financial advisor at HSBC Securities (USA) Inc. with 29 years of industry experience. He holds a Series 66 designation and has worked at HSBC Bank USA N.A. and HSBC Securities (USA) Inc. for over a decade, as well as several other firms earlier in his career. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations. The firm employs a structured investment process with multiple risk profiles and combines strategic and tactical asset allocation in partnership with HSBC Global Asset Management and other affiliates.

Landen Silbowitz is a financial advisor at Lido with a Series 65 designation and two years of industry experience. Prior to joining Lido, he worked at Chimera Securities and has held multiple roles at the University of Maryland. Lido serves a diverse client base, including high-net-worth individuals, family offices, trusts, estates, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that includes tactical and defined-risk option strategies and maintains active roles as a sub-adviser and investment company.

Christopher Tiano is a financial advisor at Cresset Asset Management, LLC with three years of industry experience. He previously worked at Lazard Asset Management LLC for two years and DNB Markets, Inc. for ten years. Tiano holds the Series 65 and Series 63 designations and is based in Los Angeles, CA. Cresset Asset Management manages approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware investment approach that integrates strategic asset allocation, manager selection, and a combination of active and passive strategies across multiple asset classes, including alternatives.

Kirstie Hunt is a financial advisor at Lido in Los Angeles, CA, holding Series 63 and Series 65 licenses with nine years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, Elevation Consultants, and Avitas Wealth Management. 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 that incorporates tactical and defined-risk option strategies alongside traditional asset allocation, and it is notable for its active sub-advisory role and extensive affiliated capabilities.

Casey Ahrendsen is a financial advisor at EP Wealth Advisors with four years of industry experience. He holds the ChFC® designation and the Series 66 license. Prior to joining EP Wealth Advisors, he worked at Capital Group - American Funds Distributors, Inc. from 2021 to 2023. 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 for qualifying clients. Their investment approach includes customized model portfolios with monitoring and rebalancing, and they also provide ERISA plan services and access to alternative investments and private funds.

Edward Gueits II is a financial advisor at Lido with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Personal Capital Advisors, Empower Advisory Group, and Edward Jones. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and corporations. The firm offers integrated wealth management with a broad asset allocation approach and manages approximately $42.5 billion in assets, while maintaining active roles in sub-advisory and investment-company services.

Nicholas Sturgis is a CFA® charterholder and holds Series 63 and Series 65 licenses, with 10 years of industry experience. He is currently with Lido Advisors, LLC and has previously worked at Waverly Advisors, Paces Ferry Wealth Advisors, Invesco, John Hancock, and Uber. Lido serves a wide range of clients, including high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pension plans, offering investment management, financial planning, family office services, and referrals to affiliated trust, tax, insurance, and brokerage services. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies and maintains an active role as sub-adviser to various investment vehicles.

Daniel Kerr is a CFP® with nine years of experience in the financial advisory industry. He is currently with Cerity Partners LLC, where he has worked since 2026. Prior to that, he was with Running Point Capital Advisors, Mission Wealth, and Moss Adams Wealth Advisors. Kerr volunteers as the Director of Investments for the South Bay Police and Fire Memorial Foundation. Cerity Partners advises a diverse range of clients, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services through client-specific investment profiles and combines proprietary quantitative screening with both third-party strategies and direct security selection, including access to alternative and private market solutions for qualified clients.

Myunghee Byun is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. She has prior experience at Zeinvest Consulting, WFGIA, equitable, and Stanley Prep. In addition to her advisory work, she is the CEO of Urban Beast US, a children's clothing company. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a mix of advisory and broker-dealer services, with proprietary and third-party investment models and both discretionary and non-discretionary program options.

Colman Garvey is a financial advisor at Lido with a Series 65 credential and one year of industry experience. His prior work includes roles at Rivel Inc, i(X) Securities, and i(X) Net Zero PLC, as well as time at the University of Southern California. Lido advises a diverse client base, including high-net-worth individuals, family offices, charitable organizations, pension plans, and pooled investment vehicles. The firm employs an integrated wealth-management approach with diverse asset allocation and tactical option strategies, and it also serves as sub-adviser to funds like the VanEck U.S. Equity Buffer ETF.

Richard Caw is a CFP® professional with 23 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2025, following prior roles at Better Money Decision and The Sherringon Group. 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 including tax preparation and estate-document preparation for qualifying clients, employing a strategy that combines fundamental, technical, and cyclical analysis with access to alternative investments and third-party managers.

Todd Vaught is a CFP® with three years of industry experience and is currently affiliated with EP Wealth Advisors in Torrance, CA. He previously worked at Pathstone and Key Investment Services. 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 qualified clients. The firm uses a variety of investment strategies including fundamental, technical, and cyclical analysis, and manages ERISA plans with discretionary fiduciary services.

Gary Le is a Series 66-licensed advisor at Money Concepts Capital Corp with one year of industry experience. Prior to his role at the firm, he held various educational positions over the past decade, including roles at Santiago Canyon College, Troy High School, Sarah McGarvin Intermediate School, and Anthony Elementary School. Money Concepts Capital Corp serves a broad client base, including individual investors, pension plans, and corporations, managing approximately $4.07 billion in assets through enterprise-scale advisory services. The firm employs model-driven, asset-allocation strategies and offers both discretionary and non-discretionary programs, utilizing third-party managers and platforms such as Envestnet for investment and reporting support.

Julinda Milla is a financial advisor at Lido with a Series 66 designation and six years of industry experience. Her career includes roles at Morgan Stanley, Nuveen Securities LLC, Core Spaces, and Chauner Securities before joining Lido Advisors, LLC in 2025. Lido serves a diverse client base including high-net-worth and ultra-high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach that combines tactical option strategies with asset allocation across multiple investment types and offers a broad range of affiliated trust, tax, insurance, and brokerage services.

Andrew Nathin is a CFP® professional based in Los Angeles, CA, currently with Lido Advisors, LLC. He has been in the financial industry since 2018, with prior roles at Satovsky Asset Management, Kore Private Wealth, Mariner Wealth Advisors, and Mish Guru. His work history also includes experience at Camp Scatico and a background as a student through 2018. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and institutional clients. The firm employs an integrated wealth-management approach combining traditional investments with tactical and defined-risk option strategies, and it distinguishes itself through active sub-advisory roles and a wide range of affiliated financial services.

Paul Anello is a financial advisor at Lido with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Fisher Investments, Fidelity Brokerage Services LLC, and Allspring Funds Management, LLC. He is based in Los Angeles, CA. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, and institutions, offering 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 various investment funds, supported by a range of affiliated entities with specialized financial services.

Kristina Ventura is a financial advisor at EP Wealth Advisors with 20 years of industry experience. She holds Series 65 and Series 66 designations. Prior to joining EP Wealth Advisors in 2025, she worked for Peninsula Wealth, LLC for 11 years. EP Wealth Advisors serves individual, corporate, and retirement plan clients with wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and a combination of fundamental, technical, and cyclical analysis, along with alternative investments and private fund recommendations when appropriate.

Victoria Martin is a financial advisor at Centaurus Financial, Inc. with 20 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has worked at Centaurus Financial since 2006. In addition to her advisory role, Martin is a licensed attorney and owns a law practice specializing in estate planning, probate, special needs conservatorships, and trust administration. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services through the CLASSIC Plus platform, utilizing both discretionary and non-discretionary arrangements with various analytical approaches.