Thomas Kyle is a CFP® and Series 65–registered advisor with EP Wealth Advisors. He has three years of industry experience, including roles at Benefit Financial Services Group and LPL Financial. Prior to his financial career, he worked at Concordia University Irvine and the UK Government’s Department of International Trade. EP Wealth Advisors serves individuals, corporate clients, and retirement plans with wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm uses customized model portfolios and a variety of investment strategies, including fundamental and technical analysis, and offers ERISA fiduciary services.

Danial Fereydani is a financial advisor at AE Wealth Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2016, with prior experience at Global Financial Private Capital, LLC and ongoing involvement at Pendo Insurance Services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm operates a range of model portfolios and asset management programs, managing approximately $49.8 billion for over 127,000 clients, and employs a platform-driven approach with discretionary strategies and regular performance reporting.

Warren Baker is a CFA®-designated financial advisor with seven years of industry experience, currently with Lido Advisors, LLC. He previously worked at Platte River Wealth Advisors for five years and Wells Fargo Private Bank for nineteen years. Baker serves as a board member of the Colorado Foundation for Conductive Education, a nonprofit organization. Lido advises a diverse client base, including high-net-worth individuals, family offices, and institutional entities, 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 funds such as the VanEck U.S. Equity Buffer ETF.

Kevin Oreilly is a CFP®-designated financial advisor with 17 years of industry experience. He is affiliated with EP Wealth Advisors in Torrance, CA, and has worked at Foothills Financial Planning And Wealth Management Inc. since 2008. 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, and financial planning services, employing customized model portfolios with ongoing monitoring and a range of investment strategies.

Davis Bell is a financial advisor at Lido with a Series 65 license and three years of industry experience. He has worked at Lido Advisors since 2022 and previously spent one year at Emissary Wealth. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and pension plans, providing investment management, financial planning, and related services. The firm manages approximately $42.5 billion in assets and employs an integrated wealth-management approach that includes tactical and defined-risk option strategies across a range of asset classes.

Andrew Wallace is a financial advisor at Lido with Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Corient Services LLC, Bain & Company, Northwestern University, and Sanford C. Bernstein & Co., LLC. 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 across various asset classes and offers investment management, financial planning, family office services, and access to affiliated trust, tax, insurance, and brokerage services.

Julee Sarto is a financial advisor at EP Wealth Advisors with 26 years of industry experience. Her background includes roles at Executive Wealth Management, Private Client Services LLC, and Cetera. Outside of her advisory work, she serves as Secretary at Safe Harbor Credit Union and is a board member of the Rotary Club of Ludington. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, financial planning, and discretionary portfolio management, using a range of analytical methods and investment options tailored to client needs.

Linda Han is a financial advisor at Equity Services, Inc. with seven years of industry experience. She holds a Series 66 designation and has been with Equity Services since 2018. Prior to that, she worked at National Life Group starting in 2015. Outside of her advisory role, Han is an insurance agent at Worthington Financial Partners. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers various advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Seiko Kuribayashi is a financial advisor at Independent Financial Group, LLC with the Series 66 designation and no prior industry experience. Her work history includes roles at Sumitomo Mitsui Banking Corporation and self-employment before joining Independent Financial Group in 2026. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm offers financial planning and portfolio management using a combination of firm- and third-party models, incorporating both passive and active investment strategies across various risk profiles.

Jack Curran is a financial advisor at EP Wealth Advisors with eight years of industry experience. He holds the Series 66 designation and previously worked at Eaton Vance Management and Eaton Vance Distributors, Inc. before joining EP Wealth Advisors in 2018. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm provides customized model portfolios and ongoing monitoring using diverse investment strategies, as well as ancillary services including tax preparation and estate-document preparation for qualifying clients.

Massimigliano Sasso is a financial advisor at Capital Group Private Client Services, Inc. with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Capital Bank & Trust Company and City National Rochdale. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager investment approach known as the "Capital System" and offering access to separately managed accounts, pooled funds, and alternative strategy investments.

Dale Kang is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles. He has held multiple roles within Capital Group Private Client Services and previously worked at Capital Bank & Trust Company. Outside of finance, Dale is a partner at N10 Dance Studios, where he manages various operational aspects. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager investment approach across separately managed accounts, mutual funds, ETFs, and alternative strategies.

Malcolm Roane is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 registrations and 36 years of industry experience. His career includes roles at Infinex Investments, Inc., LPL Financial, and Financial Partner Credit Union. Additionally, he is involved with AmerEstate Legal Plan, Inc., a business focused on living trusts and wills, primarily providing referrals. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan support, and access to alternative investments, operating through a hybrid adviser/broker-dealer model with a distinctive emphasis on independent third-party promoters and extensive affiliations.

Laura Knolle is a CFP® professional with 18 years of industry experience. She has been with EP Wealth Advisors since 2016. 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 for qualifying clients, using customized model portfolios and a combination of fundamental, technical, and cyclical analysis.

Brian Appel is a CFP® and ChFC® with 28 years of industry experience. He is currently with Lido Advisors, LLC, where he has worked since 2022. His prior experience includes roles at ClientWise, Charles Schwab Bank, Charles Schwab & Co., and Fidelity Investments. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and institutional investors, providing investment management, financial planning, and a range of affiliated services. The firm employs an integrated wealth-management approach with active sub-advisory roles and a broad array of investment strategies across equities, fixed income, alternatives, and options-based strategies.

Caleb Powell is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 21 years of industry experience. He has been with Kayne Anderson Rudnick since 2004. Powell holds a Series 65 credential and is based in Los Angeles, CA. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, registered investment advisers, pension plans, and individuals. The firm emphasizes fundamental, quality-oriented equity research and implements its investment views across multiple strategies, serving both direct clients and other advisers through sub-advisory and model portfolios.

Richard Unser is a financial advisor at Creative Planning with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Lockton Financial Advisors, LLC, Lockton Companies, LLC, and Lockton Investment Advisors, LLC from 2007 to 2021. Outside of his advisory role, he hosts the educational podcast "401(K) Fridays" and contributes blog posts to Forbes.com. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and direct indexing.

Andrew Cuevas is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA. He holds Series 66 and Series 63 licenses and has 13 years of industry experience. His prior roles include positions at Gideon, The Leaders Group Inc, M Holdings, Equitable Advisors, and AXA Advisors. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, and offers both sub-advisor managed portfolios and a direct-to-consumer digital investment program.

Mark Duvall is a CFA® charterholder with 27 years of industry experience. He is currently with EP Wealth Advisors in Torrance, CA, having joined the firm in 2026. Prior to that, he worked at Opes Wealth Management and its related entities from 2005 to 2026. EP Wealth Advisors is a registered investment adviser serving individuals, corporate 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. Its investment approach includes customized model portfolios with fundamental, technical, and cyclical analysis, as well as the use of alternative investments and third-party managers.

Ashish Patel is a financial advisor at Lido with five years of industry experience and holds the Series 66 designation. Prior to joining Lido in 2025, he worked at BluePointe Capital Management and First Command in various advisory and brokerage roles. In addition to his financial career, Patel serves as a Reserve Officer and Safety Officer in the United States Air Force and works as a First Officer for United Airlines. Lido provides investment management, financial planning, and family office services to a diverse client base, including high-net-worth individuals, family offices, trusts, and charitable organizations. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies and serves as a sub-adviser to ETFs and other investment funds, supported by a broad network of affiliated trust, tax, insurance, and brokerage entities.