Robert Rosenstock is a financial advisor with Oppenheimer, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. His career includes roles at Oppenheimer Asset Management Inc., Fahnestock & Co. Inc., and CIBC World Markets Corp., where he has worked since 2002. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs across discretionary and non-discretionary platforms, with services that include strategic asset allocation, manager selection, and retirement consulting.

Mosi Li is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds the CFA® designation as well as Series 63 and Series 66 licenses. Prior to joining Citigroup in 2021, he worked at Bank of America from 2017 to 2021 and Merrill from 2016 to 2017. Outside of his advisory role, he owns Alle James LLC, a retail business selling personal clothing items. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, providing investment advisory, broker-dealer execution, custody services, and derivatives capabilities.

Priti Mora is a financial advisor at First Citizens Investor Services, Inc. with 17 years of industry experience. She holds a Series 66 credential and has worked at Wells Fargo and First Citizens in various capacities since 2006. Outside of her advisory role, she has a 5 percent ownership interest in a hotel partnership operating a Holiday Inn Express in Monterey, California. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and business entities. The firm employs an IAR-led process combining financial needs assessments with fundamental, quantitative, and technical analysis to manage portfolios that include equities, fixed income, mutual funds, and ETFs.

Bradley Kaufman is a financial advisor at Lido with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at TradeStation Securities, Integrated Financial Concepts, Cypress Insurance Group, and Liberty Mutual Insurance. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, estates, and institutional investors, offering integrated wealth management through a range of investment strategies and affiliated trust, tax, insurance, and brokerage services. The firm manages approximately $42.5 billion in assets and operates notable sub-advisory and investment-company roles, including strategies implemented via discretionary and non-discretionary accounts.

Frank Napolitano is a financial advisor with Eagle Strategies (NY Life) in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Parkland Securities, NYLIFE Securities LLC, and New York Life Insurance Co. He is also the owner of FN Wealth Management Insurance Brokering, focusing on fixed life and fixed annuity products. Eagle Strategies serves a diverse clientele that includes individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Kwan Yoon is a financial advisor with Citigroup Global Markets in Los Angeles, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various segments, including workplace, high-net-worth, and ultra-high-net-worth. The firm offers a broad range of investment advisory programs and execution services, combining institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Viviana Ramirez is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at First Republic Bank, JPMorgan Chase Bank, and Northwestern Mutual. Ramirez is based in Pasadena, CA. 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 specialized market roles, including in-house research and derivatives services.

Gary Madvin is an investment advisor with Kestra Advisory, holding the ChFC® and Series 63 designations and bringing 52 years of industry experience. He has held positions at multiple firms, including Kestra Investment Services and Financial Network Investment Corporation. Outside of advisory work, he is an author and co-wrote a published book with his cousin. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and advisor-managed accounts, serving clients that include large institutional investors and sovereign wealth funds.

Ryan Ramos is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds the CFP® designation and Series 66 license. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Cetera ADVISORS, Pierson Wealth Management, and Western International Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal oversight and research capabilities.

Andrew Hancock is a financial advisor at Lido with 11 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has previously worked at Morgan Stanley and SBC Wealth Management. Hancock is based in Los Angeles, CA. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and corporations, offering investment management, financial planning, and family office services. The firm manages approximately $42.5 billion in assets and utilizes an integrated wealth-management approach that incorporates tactical option strategies and works through both discretionary accounts and affiliated entities.

Michael Laubenstein is a CFP® and holds a Series 66 license with 21 years of industry experience. He is currently with Capital Group Private Client Services, Inc., where he has worked since 2026. Prior to this, he spent 17 years at First Republic Securities Co./First Republic Trust Co. and three years at Northern Trust Securities, Inc./Northern Trust Bank in various advisory roles. Capital Group Private Client Services primarily provides discretionary investment management to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach called the “Capital System” along with separately managed account programs, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Ryan Reiff is a financial advisor at Cerity Partners LLC with four years of industry experience. He holds a Series 65 designation and previously worked at West Coast Financial, LLC. Cerity Partners advises a broad client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and utilizes a client-specific investment framework that incorporates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Michael Jaquez is a financial advisor at D.A. Davidson & Co. with credentials including the Series 66 designation. He began his advisory career in 2022 and has held positions at Edward Jones, New York Life, and Team Financial Partners. Outside of finance, he has worked in various roles including at Brookside Golf Course and in education at California State University of Los Angeles. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, offering ERISA retirement plan advisory, comprehensive financial planning, and wealth management programs. The firm operates under fiduciary standards and also serves as a municipal advisor, distinguishing it from many large enterprise advisers.

Jin Mun Low is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, Joymode Inc., and Standard Chartered Bank. 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, including in-house research and derivatives services.

Darnel Bentz is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked at Kayne Anderson Rudnick since 2013, following a prior role at Charles Schwab from 2004 to 2007. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a diverse client base, including institutional investors and high-net-worth individuals. The firm’s investment approach centers on fundamental, company-level research and incorporates proprietary governance and sustainability assessments in portfolio construction.

Drew Bryant is a CFP®, ChFC®, and Series 65–licensed financial advisor with five years of industry experience. He has worked at MAI Capital Management, LLC since 2022 and previously held roles at Intersect Capital LLC and BNY Mellon Wealth. MAI Capital Management, LLC 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 offers customized portfolio management across various strategies and serves both advisory and product-sponsor roles, managing over $72 billion in assets.

Nicolas Bazarevitsch is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Valic Financial Advisors since 2013 and also holds a position as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants, offering managed-account programs, financial planning, and brokerage services through its broker-dealer operations.

Justin Walsh is a CFP® professional with three years of industry experience currently serving at Lido Advisors, LLC. Prior to joining Lido, he worked at Tolleson Wealth Management and Abundant Life Financial, among other firms. His background includes roles in both wealth management and financial services across several firms since 2019. Lido serves a broad client base including high-net-worth individuals, family offices, trusts, charitable organizations, and pension plans. The firm employs an integrated wealth-management approach combining equities, fixed income, alternatives, and options strategies, and it is notable for its active sub-advisory role with ETFs and affiliated investment entities.

Michael Chen is a CFA® charterholder and holds a Series 65 license, currently serving as a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, with six years of industry experience. His prior roles include positions at First Foundation Advisors, RVW Wealth, and Suntrust Advisory Services. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach known as the “Capital System” and emphasizing fundamental research and a long-term investment horizon.

Grant Vahalla is a CFP® professional with 15 years of industry experience. He currently serves at Lido Advisors, LLC and has prior experience with TIAA-CREF, Fidelity Brokerage Services, and Advanced Practice Advisors. Outside of financial advising, he is a co-owner of Launderland, a self-serve laundry business in Encinitas, California. 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 with active sub-advisory and options-based strategies, and operates a range of affiliated entities providing trust, tax, insurance, and brokerage services.