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.

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 nine years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and HoyleCohen, LLC. Prior to that, he spent 18 years at Libbie Agran Financial Services & Seminars. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various investment vehicles.

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 31 years of industry experience. He has worked with Ameritas in various capacities since 2006 and is also affiliated with Capstone Financial and PRB Insurance and Financial Services, Inc. Outside of finance, Lampert is a semi-professional musician involved in music recording, performances, lessons, and digital sales, as well as a part-time visual artist who exhibits his work occasionally. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a focus on both discretionary and non-discretionary management.

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 65 and Series 63 licenses and has previously worked at Wells Fargo Advisors for seven years. He has been with Citigroup since 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles and arrangements, including in-house research and derivatives services.

Shelby Seivert is a financial advisor at Lido in Los Angeles, CA, with two years of industry experience. She holds a Series 65 designation and has worked at firms including Echelon Partners LLC 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 offers investment management, financial planning, family office services, and retirement and estate planning, employing an integrated wealth management approach that includes diversification across various asset classes and options-based strategies.

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® with five years of industry experience, currently serving as a financial advisor at PlanMember Securities Corporation. He has held prior roles at Surety Investment Services, Inflection Advisors, and Harry Licursi Tax & Retirement Planning. Outside of financial advising, Bennett is the CEO of a digital e-commerce business that sells running insoles. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

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 financial advisor with Schwab Wealth Advisory and holds a Series 65 designation. She has recently begun her career in the industry, joining Schwab Wealth Advisory in 2025 after roles at Charles Schwab & Co., US Bank, and several law firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations using standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, with advice delivered by associates who recommend allocations without discretionary trading authority.

Ryan White is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and three years of industry experience. He previously worked at New York University and spent time unemployed before joining Rockefeller Financial in 2022. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.