Roberto Morales Jr. is a financial advisor at D.A. Davidson & Co. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards for both advisory and retirement accounts.

Prabhjot Sekhon is a CFA® charterholder and holds a Series 65 license, currently serving as an advisor at Lido with two years of industry experience. Prior to joining Lido, he worked at Freestone Capital Management and operated Sekhon Franchise Development for several years. 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 diversified strategies across asset classes and implements options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Matthew Sullivan is a CFA® charterholder with 14 years of industry experience. He is currently with Citigroup Global Markets, where he has worked in various roles since 2018, with a brief tenure at Oakmont Corporation. Prior to that, he was employed at Deutsche Bank Securities Inc. Citigroup Global Markets Inc. 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 unique market roles, including in-house research and security pricing, swap dealer and futures commission merchant registrations, and bespoke solutions for very large client relationships.

Linda Ginder is a CFP® professional with eight years of industry experience. She has worked at EP Wealth Advisors since 2018 and previously spent five years at SFMG Wealth Advisors. 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, financial planning, and ancillary services such as tax preparation and estate-document preparation, employing customized model portfolios and a variety of analytical approaches.

Michael Kruse is a CFP® professional with experience spanning multiple firms including Aspiriant, Hightower, and Transcend Wealth. He has worked in the financial advisory field since at least 2014 and joined Sequoia Financial Group, L.L.C. in 2025. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Robert Elster is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Valic Financial Advisors since 2003 and also serves as an insurance agent with Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Nathan Larsen is a CFA® charterholder with one year of industry experience. He is currently an advisor at EP Wealth Advisors, where he has worked since 2025. Prior to this, he spent eight years at Executive Wealth Management. EP Wealth Advisors is a registered investment adviser that 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, utilizing customized model portfolios and a range of investment strategies.

Alek Christensen is a financial advisor at Lido with five years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, E*Trade Securities, and Morgan Stanley. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm provides investment management, financial planning, family office services, and retirement and estate planning, employing an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Jack Wildgoose is a financial advisor at Lido with a Series 65 credential and one year of industry experience. His prior work includes roles at The H Wood Group and Loyola Marymount University. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities by providing investment management, financial planning, and family office services. The firm employs an integrated wealth management approach focused on diversification across various asset classes and implements options-based strategies, often managing assets on a discretionary basis and collaborating with third-party managers and sub-advisers.

Todd Morgan is a financial advisor at Hightower Advisors with over 56 years of industry experience. His prior roles include leadership positions at Bel Air Investment Advisors LLC and its affiliated entities. Morgan also serves as a strategic consultant for an entertainment production company, Silver-Katz Holdings, LLC. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm employs a manager selection and multi-manager approach, utilizing both affiliated and third-party managers across various investment strategies.

Patrick Robison is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His career includes roles at Creative Business Resources and Team UP, and he has owned an independent filming business in Los Angeles since 2014. He also acts as a trustee in a fiduciary capacity. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors, operating an open-architecture platform with multiple custodians and third-party money managers.

Joseph Rosol is a CFP® with 14 years of industry experience and has been with HighTower Advisors since 2016. He is based in Los Angeles, CA, and holds a Series 65 license. HighTower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a variety of investment vehicles.

Nathaniel Downes is a CFA charterholder with 21 years of industry experience. He is currently with Lido Advisors, LLC and previously worked at Avitas Wealth Management and UBS Financial Services. Downes serves on the CFA Society of Los Angeles and the CFA Institute’s Standards of Practice Council, contributing to educational activities and ethical standards in the profession. Lido advises high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations. The firm employs an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Joseph Palumbo is a financial advisor at EP Wealth Advisors with 12 years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, RBC Capital Markets, and Wells Fargo Advisors. Outside of his advisory role, Palumbo serves on the board of directors for Kristin's Fund, a domestic violence awareness organization. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning services, employing a mix of fundamental, technical, and cyclical analysis to build customized model portfolios.

James Fitzpatrick is a CERTIFIED FINANCIAL PLANNER™ with 35 years of industry experience. He is currently with EP Wealth Advisors and has held prior roles at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and has experience in self-employment and marketing. 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 qualifying clients, utilizing customized portfolios with a blend of analytical approaches and third-party manager oversight.

Ananya Chandra is a financial advisor at Lido with one year of industry experience. She holds a Series 65 designation and previously worked at Pegasus Partners Ltd for six years. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach focused on diversification across multiple asset classes and implements options-based strategies, often managing assets on a discretionary basis and collaborating with third-party managers and sub-advisers.

Tanner Hamilton is a financial advisor at Mariner with 12 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at AdvicePeriod, LLC and Foresters Financial Services, INC. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by an internal research and portfolio management team and provides a range of investment strategies alongside integrated tax and accounting services.

Elsie Elias is a financial advisor with Citigroup Global Markets in Los Angeles, CA, holding Series 63 and Series 66 credentials. She has 17 years of industry experience and has been with Citigroup since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies and maintains in-house research and security-pricing activities alongside roles as a swap dealer and futures commission merchant.

Harlan Flint is a financial advisor with EP Wealth Advisors, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. Prior to joining EP Wealth Advisors in 2026, he spent 13 years at Longview Asset Management LLC. Flint is the sole owner and president of Sightline Ltd., a corporation established to hold a membership interest in Longview Asset Management LLC, which is not investment related. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by offering wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and provides ongoing monitoring, rebalancing, and third-party manager recommendations.

Jerrod Foster is a financial advisor at Lido with CFP®, CFA®, and Series 66 credentials and 10 years of industry experience. His prior roles include positions at Morgan Stanley, Parkside Advisors LLC, and Bank of New York Mellon. In addition to his advisory work, Foster serves as associate faculty at West Valley-Mission Community College District and as adjunct faculty at Contra Costa Community College District. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach focusing on diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and frequently collaborating with third-party managers and sub-advisers.