Elizabeth Miller is a financial advisor at Hightower Advisors with eight years of industry experience. She holds the Series 65 credential and has worked at Hightower since 2021, following five years at Bel Air. Based in Los Angeles, CA, she focuses on providing investment advisory services. Hightower Advisors delivers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a range of investment vehicles.

Michelle Jackson is a financial advisor at Capital Group Private Client Services, Inc. with 28 years of industry experience. She holds the CFP® designation and several securities licenses, including Series 63, 65, and 66. Her prior roles include positions at Morgan Stanley and Capital Bank & Trust Company. Capital Group Private Client Services primarily provides discretionary investment management to high-net-worth individuals and charitable organizations, using a multi-manager approach and a focus on fundamental research and long-term investing. The firm utilizes separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds in client portfolios.

Michael Brimhall is a Series 65-licensed financial advisor at MAI Capital Management, LLC with five years of industry experience. His prior roles include positions at Evoke Advisors and Bel Air Advisors, as well as four years at Brigham Young University. 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- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets as of May 2026 and offers a range of customized portfolio strategies alongside financial planning, trust administration, and insurance services.

Ryan Wehr is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has been with Valic Financial Advisors since 2003 and is also involved with Agia, providing non-securities insurance products. Wehr is the owner of Wehr-Living, LLC, a company that rents semi-portable homes in areas with housing needs. Valic Financial Advisors primarily serves U.S.-based 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jennifer Mason is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and three years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Bank, accumulating over a decade of experience in financial services. Outside of her advisory role, Mason is involved as an independent business owner for Amway, focusing on retail sales of health, home, and beauty products. 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 portfolio management, financial planning, consulting, and operates as a registered broker-dealer, providing a range of investment and banking services through a Private Advisor model and consolidated investment platform.

Mitchell Fedders is a financial advisor at Lido with a Series 65 credential and one year of industry experience. His prior roles include positions at Strategic Group, Elizabeth Park Capital Management, and The Ohio State University Shoemaker Center. He has additional work experience outside finance, including employment at Freudenberg Sealing Technologies and Avon Lake Public Works. Lido advises a diverse client base that includes high-net-worth individuals, family offices, charitable organizations, corporations, and pension plans. The firm uses an integrated wealth-management approach balancing multiple asset classes and employs tactical and defined-risk option strategies, including its “Cap and Cushion” method, while delivering services through both in-house and affiliated entities.

Bennett Gross is a CFA® charterholder with 35 years of experience in the financial industry. He is currently with Mariner and has previously worked at firms including NewEdge Advisors, Jefferies LLC, and Sanctuary Wealth. Outside of his advisory role, Gross serves as trustee for the Friedmann Testamentary Trust, overseeing the distribution of assets to beneficiaries without compensation. Mariner provides investment management, financial planning, and retirement plan consulting to a diverse client base that includes high-net-worth individuals, institutions, and charitable organizations. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Charleger Santiago is a financial advisor with Eagle Strategies (New York Life) based in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2006. Santiago serves as a board member for Community First Fund. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and offers a range of advisory programs, primarily managing assets on a non-discretionary basis.

Steven Simon is a financial advisor with Equity Services, Inc. in Beverly Hills, CA, holding the ChFC® and Series 63 designations and bringing 44 years of industry experience. He has been associated with Equity Services, Inc. since 1995 and with National Life Group since 1997. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and utilizes third-party asset managers and model portfolios.

Ricardo Ramirez is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds Series 63 and Series 65 licenses and has six years of industry experience. Ramirez has worked with Monarch Grove Wealth Strategies & Insurance Solutions LLC and RMR Insurance Solutions & Wealth Strategies, which he owns, brokering non-registered insurance products alongside his advisory role. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple programs and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Shawn Moran is a Series 65-licensed financial advisor with 11 years of industry experience. He has worked at Lido Advisors, LLC since 2020 and previously spent seven years at Crawford Investment Counsel. Based in Los Angeles, CA, Moran is currently affiliated with Lido, an enterprise firm. Lido serves a diverse client base including high-net-worth and ultra-high-net-worth individuals, family offices, trusts, charitable organizations, corporations, pension and profit-sharing plans, and pooled investment vehicles. The firm offers investment management, financial planning, and family office services, employing an integrated wealth-management approach that utilizes a broad range of asset classes and tactical option strategies, and maintains active roles as a sub-adviser to ETFs and other investment funds.

Michael Davis is a CFP® professional at Lido with two years of industry experience. Prior to joining Lido Advisors, LLC, he worked at Pure Financial Advisors and GoSite. He holds a background that includes roles at San Diego State University and St. Vincent de Paul High School. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, estates, and institutional clients. The firm employs an integrated wealth-management approach featuring tactical and defined-risk option strategies, and offers extensive affiliated services including trust, tax, insurance, and brokerage through its network.

Gregory Meyer is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has worked at Independent Financial Group, LLC since 2022 and previously spent 19 years with Pash & Benson International Ltd Inc. Meyer also sells life, health, disability, and long-term care insurance outside of Independent Financial Group. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and organizations. The firm offers financial planning and portfolio management through various platforms, combining strategic asset allocation with active and passive strategies.

Kittiwat Sripom is a CFP® professional at Focus Partners Wealth, LLC with two years of industry experience. He has previously worked at The Colony Group, LLC, HoyleCohen, LLC, and Libbie Agran Financial Services. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm utilizes a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Michael Karsa is a financial advisor at Lido with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Lido Advisors, LLC since 2015, previously serving at McAdam LLC and VOYA Financial Advisors, Inc. He is the owner of several holding companies related to private investments in areas such as online retail, restaurants, and cryptocurrency. Lido advises a broad range of clients including high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach combining equities, fixed income, alternatives, and defined-risk option strategies, and offers investment management, financial planning, and family office services alongside affiliated trust, tax, insurance, and brokerage capabilities.

Nils Dillon is a financial advisor at Lido with 14 years of industry experience. He holds the Series 65 designation and previously worked at Heck Capital Advisors for 13 years and Pegasus Partners for one year. He is based in Los Angeles, CA. Lido serves a diverse client base that includes high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm uses an integrated wealth-management approach balancing asset allocation across various asset classes and employs tactical and defined-risk option strategies, while providing a wide range of financial services including investment management, financial planning, and family office solutions.

Jessica Vongsaphay is a Series 65-licensed advisor at Lido with two years of industry experience. She previously worked at Sequoia Financial Group, LLC for seven years and was affiliated with the University of Akron for four years. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutions, offering investment management, financial planning, and family office services. The firm uses an integrated wealth-management approach with tactical and defined-risk option strategies and is notable for its active sub-advisory roles and extensive affiliated capabilities.

Alan Scott is a CFP® with 13 years of experience in the financial services industry. He is affiliated with PlanMember Securities Corporation and has concurrent experience as an independent insurance agent and a real estate sales agent since 2004 and 2012, respectively. His activities include acting as a real estate agent primarily for residential homes. PlanMember provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its proprietary asset allocation portfolios. The firm’s investment approach emphasizes a top-down strategic asset allocation with risk-based mutual fund portfolios and incorporates education and support services for plan sponsors and participants.

Samuel Waltman is a CFA® charterholder with 20 years of industry experience. He has been with Kayne Anderson Rudnick Investment Management, LLC since 2016. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, insurers, banks, family offices, endowments, registered investment advisers, and high-net-worth individuals. The firm emphasizes fundamental company-level research and incorporates proprietary governance and sustainability assessments into its investment process.

Ashley Calderon is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Merrill for seven years before joining Rockefeller Financial in 2019. Since 2024, she has also been affiliated with ROCKEFELLER Capital Management. 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 portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer providing securities transactions, insurance products, and investment banking services.