Grace Park is a financial advisor at MAI Capital Management, LLC with Series 63 and Series 65 credentials and one year of industry experience. Her prior roles include positions at Diversify Advisory Services, LLC, DFPG Investments, LLC, KLK Capital Management LLC, and involvement with Radio Korea and the Korean Youth Cultural Center. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm customizes portfolio management and asset allocation using a variety of strategies and serves as adviser and manager to numerous private funds and investment-related entities.

Kenneth Muskat is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at Commonwealth since 2009 and previously operated his own firm, Ken Muskat Financial, as well as WM. "AL" MUSKAT, CFP Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, and operational support, offering a range of portfolio management options including discretionary model portfolios and customized solutions.

Loreen Washburn is a financial advisor with Rockefeller Financial LLC in Los Angeles, CA, holding a Series 63 designation and bringing 23 years of industry experience. Her prior firms include Wells Fargo Advisors and Wells Fargo Clearing, where she worked from 2012 to 2019, before joining Rockefeller Financial and Rock & Co LLC in 2019. 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting, while operating as a registered broker-dealer that provides a range of investment products and services through a consolidated investment platform.

Christopher Cerini is a financial advisor at Mariner with 17 years of industry experience. He holds a Series 66 license and has previously worked at AdvicePeriod and Western International Securities, Inc. Cerini is based in Los Angeles, CA. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides customized investment management, financial planning, retirement consulting, tax services, and family office solutions, supported by an internal portfolio management team and a wide range of investment strategies.

Blair Van Buren is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Arbor Point Advisors and Securities America Advisors. He is also president and managing member of Sabre Financial Services, LLC, an operating entity supporting his financial planning and securities business. Osaic Advisory Services, LLC serves individuals, pension plans, corporations, trusts, and municipal entities with investment management, financial planning, and retirement consulting. The firm uses multiple program models and combines proprietary guidance with third-party platforms to deliver customized portfolio management and related services.

Tyler Olsen is a CFP® with 23 years of industry experience currently serving as an advisor at Lido. His prior roles include positions at Platte River Wealth Advisors and Wells Fargo Advisors. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices and charitable organizations, offering investment management, financial planning, and family office services. The firm employs a diversified, integrated wealth management approach that includes options-based strategies and frequently manages assets on a discretionary basis.

Jose Pablo Buerba is a financial advisor with MAI Capital Management, LLC in Los Angeles, CA. He holds a Series 66 designation and has six years of industry experience, including prior roles at Merrill Lynch, Pierce, Fenner & Smith Inc., Beverly Hills Private Wealth, LLC, and Evoke Advisors. MAI Capital Management provides discretionary and non-discretionary investment management, integrated 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 employs a range of investment strategies and offers services such as financial planning, tax, and trust administration.

Greg Satz is a financial advisor at Lido with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Avitas Wealth Management, PKS Advisory Services, and UBS Financial Services. He is also involved as a principal in alternative investment firms including Avitas Capital Management and Avitas Capital Partners. 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 estate planning, employing a diversified, options-based investment approach and frequently managing assets on a discretionary basis with the use of third-party managers.

Bradford Pollard is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 66 licenses. Pollard is involved in the wind-down process of the Wayne J. Pollard Insurance Agency, Inc., serving as CEO, CFO, and Secretary in his role as trustee of his late father’s estate. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with in-house research capabilities and unique market roles, providing a broad set of advisory, execution, and custody services.

Kevin Philip is a financial advisor at Hightower Advisors in Los Angeles, CA, with 22 years of industry experience. He holds a Series 66 designation and has worked at Bel Air Investment Advisors and related entities for over 17 years before joining Hightower in 2021. He is also a partner of Bel Air Management Company LLC, which provides services to Bel Air Investment Advisors. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research and a variety of investment vehicles.

Amir Mossanen is a financial advisor with Truist Advisory Services in Beverly Hills, CA, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. His prior roles include positions at SunTrust Advisory Services, Wells Fargo Clearing, and Wells Fargo Advisors. He serves as an investment advisor to a family trust through Westminster Advisory LLC, which manages discretionary family investments. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research, with a notable focus on inter-affiliate integration and manager oversight.

Oren Cabir is a CFA® charterholder with 12 years of industry experience, currently serving at Kayne Anderson Rudnick Investment Management, LLC. His prior roles include positions at City National Rochdale, City National Bank, and Hapoalim Securities USA Inc. He serves on the board of governors for the CFA Society of Los Angeles. 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 offers a broad range of strategies implemented through consistent model portfolios and sub-advisory services.

Marques Guy is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Debtmerica and Revolution Financial Management and serves as a program manager at Tri Counties Regional Center, a nonprofit providing crisis prevention services to developmentally disabled individuals. He also oversees operations as a district manager for Stephanie Young Consultants Inc., a mental health counseling organization. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party management approach through multiple platforms such as Transamerica ONE and TFA365, managing approximately $1.7 billion in regulatory assets under management.

Jake Mizrahi is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and three years of industry experience. Prior to his advisory career, he worked in the entertainment industry at HBO and Netflix. He is also involved with First Point Financial Management as a registered field assistant, providing support to investment advisors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, and advisor-managed accounts, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Stacy Beattie is a financial advisor at Lido with 18 years of industry experience and holds the Series 66 designation. Her career includes positions at Stifel Nicolaus & Co Inc, Barclays Capital Inc., and Lehman Brothers Inc. She has been with Lido Advisors, LLC since 2021. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, offering investment management, financial planning, and family office services. The firm employs a diversified investment approach across multiple asset classes and manages assets on a discretionary basis, often utilizing third-party managers and options-based strategies.

Sonya O'Connor is a financial advisor with CWM, LLC holding a Series 66 designation and 19 years of industry experience. She has previously worked with LPL Financial and Cetera Wealth Services, and has operated Applied Financial Planning since 2002. In addition to advisory work, she is an enrolled agent providing tax preparation, representation, and planning services. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, managing accounts primarily on a discretionary basis using model portfolios governed by an in-house Investment Committee.

Gunit Bedi is a financial advisor at Lido with 23 years of industry experience and holds the Series 66 designation. He previously worked at Avitas Wealth Management and UBS Financial Services. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other institutions by providing investment management, financial planning, family office services, and estate planning. The firm employs a diversified, integrated wealth management approach that includes equities, fixed income, structured notes, real estate debt, alternatives, and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Max Severo is a Series 66-licensed financial advisor with Rockefeller Financial LLC in Los Angeles, CA, bringing three years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, N.A., as well as experience outside finance working at Harpers Restaurant and Brewpub. 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 combines a Private Advisor model with a consolidated investment platform that offers discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Dylan Isaacs is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Sanctuary Advisors, LLC, Sanctuary Securities, Inc., and UBS Financial Services. Dylan is based in Los Angeles, CA. 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, placement, and investment banking services.

Benjamin Helvey is a Series 66 licensed financial advisor with 24 years of industry experience. He is currently with Rockefeller Financial LLC, where he has worked since 2021, and previously held positions at Rockefeller Capital Management, Morgan Stanley, Credit Suisse Securities (USA) LLC, Lehman Brothers Inc., and Neuberger Berman BD LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and brokerage services through a consolidated investment platform that includes equities, fixed income, and alternative investments.