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 at TLG Advisors, Inc. based in Los Angeles, CA, with 13 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including Gideon, The Leaders Group Inc, Gideon Strategic Partners, M Holdings, Equitable Advisors, and AXA Advisors. TLG Advisors, Inc. serves a diverse client base ranging from individuals and high-net-worth clients to institutional investors. The firm focuses on investment supervisory services, portfolio management, and comprehensive financial planning, employing a manager selection process and Modern Portfolio Theory to build diversified portfolios, while also offering a digital investment program known as Starlight Portfolios.

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.

Ron Hertzberg is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2017. Prior to that, he was with JP Morgan Securities LLC from 2013 to 2017. Outside of his advisory role, he is the owner and CEO of RH15 Enterprises, a business focused on buying and selling sports memorabilia. 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 and has a unique combination of large institutional scale and specialized market roles.

Ashish Patel is a financial advisor at Lido with five years of industry experience and holds a Series 66 designation. Prior to joining Lido, he worked at BluePointe Capital Management and held various roles at First Command Insurance and Brokerage Services. In addition to his advisory work, Patel serves as a Reserve Officer and Safety Officer in the United States Air Force and as a First Officer for United Airlines. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, estates, and pooled investment vehicles. The firm employs an integrated wealth management approach that incorporates diversified asset classes and options-based strategies, managing assets on a discretionary basis and often utilizing third-party managers and sub-advisers.

Jaclyn Wittbrodt is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at Bel Air Investment Advisors and Ernst & Young. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, and nonprofit organizations, offering both discretionary SMA management and ancillary family-office services. The firm’s investment process incorporates centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party managers, and private alternative investments.

Hiroto Hayashi is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Citigroup Global Markets Inc. since 2014. Citigroup Global Markets Inc. 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 discretionary and non-discretionary programs and operates with institutional scale and specialized market roles.

Fernando Reyes is a CFP®, ChFC®, and Series 66-licensed advisor with 12 years of industry experience. He has worked at EP Wealth Advisors since 2019 and previously spent eight years at City National Bank. EP Wealth Advisors serves 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 qualified clients, employing customized model portfolios and various investment strategies.

Christine Geoffray is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Rockefeller Financial and Rockefeller Capital Management in 2025, she was with Morgan Stanley Smith Barney for 16 years. 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, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Brendan Van Cleve is a financial advisor at Lido with 20 years of industry experience. He holds a Series 66 designation and has been with Lido Advisors, Inc. since 2014. His prior experience includes roles at Asset Planning Solutions, Inc. and Ken Stern & Associates. 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 with a diversified investment approach, including equities, fixed income, structured notes, real estate debt, alternatives, and options-based strategies, often managing assets on a discretionary basis and collaborating with third-party managers.

Tyler Jones is a financial advisor at MAI Capital Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Evoke Advisors and L Squared Capital Partners, LLC prior to joining MAI. His background also includes roles at UCLA Undergraduate Admission and St. Margaret's Episcopal School. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into many client relationships.

Scott Freeman is a CFP® professional with 18 years of industry experience. He is currently with EP Wealth Advisors and previously worked at Criterion Capital Advisors and Wells Fargo Advisors. 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 assistance, utilizing customized model portfolios and a range of investment strategies.

Mitchell Spinneberg is a financial advisor at Mariner with seven years of industry experience. He holds a Series 65 designation and previously worked at AdvicePeriod, LLC and the University of San Diego. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing customized portfolios with in-house research and third-party managers.

Peyton Ewing is a financial advisor with EP Wealth Advisors in Torrance, CA, holding a Series 65 designation. Ewing has been with EP Wealth Advisors since 2025 and has prior work experience including roles outside the financial industry. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and provides additional services such as tax preparation and estate-document facilitation for qualifying clients.

Daniel Federman is a CFP® and holds a Series 65 license, with 18 years of experience in the financial advisory industry. He has worked at EP Wealth Advisors since 2021 and previously spent five years at NewFocus Financial Group, LLC. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and provides additional services such as tax preparation and estate-document facilitation for qualifying clients.

Janet Duong is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. She previously worked at Churchill Management Group for six years and Pinnacle Claims Management for two years. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that combines fundamental and quantitative analysis with third-party managers and various investment strategies.

Ryan Pittman is a financial advisor at Lido with CFP®, ChFC®, and Series 65 credentials and three years of industry experience. He previously worked at CG Advisory Services LLC and The Advancement Group. Outside of advisory work, he owns RP Systems LLC, a firearms and optics sales business, and is a sole proprietor involved in health insurance premium renewals. Lido advises 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 across multiple asset classes and implements options-based strategies, managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Steven Lockshin is a financial advisor at Mariner with 31 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at B+ Institutional Services, AdvicePeriod, and Convergent Wealth Advisors. Outside of advisory roles, he is involved with multiple non-investment ventures, including developing estate planning software through OpenAdvisor Technologies and serving on the boards of a sustainable bottled water company, a SPAC, and Harlem Lacrosse. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, with notable integration of tax, accounting, and family office services.

Frohman Chen is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds the Series 66 designation and has worked at firms including Capital Group and Morgan Stanley. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as operating as a swap dealer and futures commission merchant.

Matthew Birkett is a CFP® with over 21 years of industry experience, currently serving at Rockefeller Financial LLC. His prior experience includes 12 years at Bank of America and Merrill. He is based in Los Angeles, CA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as 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 that also offers placement and investment banking services.