Robert Nieto Jr. is a financial advisor with OSAIC Institutions, INC. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior roles include positions at Infinex Investments, Inc., Financial Partners Credit Union, LPL Financial, and SagePoint Financial. He is also involved with AmeriEstate Legal Plan, a prepaid legal service. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm’s approach includes both discretionary and non-discretionary asset management, with a notable emphasis on non-discretionary assets, and it operates through a network of investment adviser representatives utilizing diverse analytical methods.

Fabian Chichester is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Wells Fargo Advisors for seven years. He has been with Citigroup since 2021. 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 and arrangements, including in-house research and derivatives services.

Shelby Seivert is a financial advisor at Lido in Los Angeles, CA, with two years of industry experience. She holds a Series 65 designation and has worked at firms including Echelon Partners LLC and Owen James. 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 retirement and estate planning, employing an integrated wealth management approach that includes diversification across various asset classes and options-based strategies.

Charles Bennett is a CFP® professional with five years of industry experience, currently with PlanMember Securities Corporation. His prior experience includes roles at Surety Investment Services, Inflection Advisors, and Harry Licursi Tax & Retirement Planning. Outside of his advisory career, Bennett is the CEO of an online business specializing in digital sales of running insoles. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services to plan sponsors and participants.

Ryan White is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and three years of industry experience. He has been with Rockefeller Financial since 2022 and previously worked at New York University. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting through an integrated platform that includes trust and insurance services as well as brokerage and placement capabilities.

Yajaira Serrano is a financial advisor at Rockefeller Financial LLC with 8 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Rockefeller Capital Management, Wells Fargo Clearing, and Wells Fargo Bank. 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 a range of portfolio management, financial planning, and consulting services, operating uniquely as both an investment adviser and a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

Melissa Nasri is a financial advisor at Transamerica Retirement Advisors, LLC with eight years of industry experience. She holds Series 63 and Series 66 designations. Prior to her current role, she worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. She serves as treasurer for the Mark West Elementary PTA in Santa Rosa, CA. Transamerica Retirement Advisors provides services to participants in employer-sponsored retirement plans and IRA owners, focusing on asset allocation and retirement guidance through managed portfolios and non-discretionary recommendations. The firm utilizes Morningstar Investment Management for portfolio construction and serves a large client base with a high client-to-advisor ratio.

James Duncanson is a financial advisor at Lido with 21 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services Inc., PKS Advisory Services, LLC, and Avitas Wealth Management, LLC. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations. The firm provides investment management, financial planning, and family office services, employing an integrated wealth management approach that includes diversification across various asset classes and options-based strategies.

Tamara Stein is a financial advisor with Hightower Advisors in Encino, CA, holding a Series 66 designation and 22 years of industry experience. She has been with Hightower Advisors and its affiliated broker-dealer, HighTower Securities, LLC, since 2015. Stein is also involved with Feinberg Stein Financial Services, LLC, an administrative services company related to her RIA practice. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, using a multi-manager approach that includes affiliated and third-party managers. The firm offers portfolio management, financial planning, and retirement consulting, emphasizing manager selection and proprietary research to meet diverse client needs.

Gaetano Sacco is a financial advisor at Lido with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fountainhead Capital Management, Mass Mutual Investors Services, and MetLife Securities. Outside of his advisory role, he serves as president of the Cornerstone Study Group, a nonprofit focused on investment learning and development, and is involved with Advisorhub LLC’s advisory council. Lido serves high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach with diversification across multiple asset classes and implements options-based strategies, managing assets primarily on a discretionary basis while utilizing third-party managers and customized client profiles.

Jonathan Teran is a CFP® with 24 years of industry experience, currently serving as an advisor at Lido since 2018. Prior to joining Lido, he worked for eight years at Capstone Pacific Investment Strategies. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles with an integrated wealth management approach. The firm employs diversified strategies across various asset classes and implements options-based strategies, often managing assets on a discretionary basis and collaborating with third-party asset managers and sub-advisers.

Miguel Jacobo is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and six years of industry experience. His prior roles include positions at LPL Financial, Partners Federal Credit Union, JPMorgan Chase Bank, Ameriprise Financial Services, Kinecta Federal Credit Union, and Wells Fargo Bank. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and wealth management, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Arin Moradian is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked with multiple firms including Blue Cedar Financial and Insurance Solutions and Capital Edge Insurance & Financial Services, Inc. He is also involved in brokering property and casualty insurance products in addition to life and health insurance. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Donna Feder is affiliated with Integrated Wealth Concepts LLC and holds a partner role at Duffy Kruspodin LLP, a CPA firm. She has been with Duffy Kruspodin LLP since 2007 and joined Integrated Wealth Concepts in 2025. Her dual involvement includes non-investment-related CPA activities and serving as an investment advisor representative. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income.

Scott Bird is a financial advisor at Lido with 12 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for ten years at Olympus Wealth Management. Bird is involved as a member of several investment-related LLCs associated with his prior firm, where he participates in general oversight and investment decisions. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, offering integrated wealth management services that encompass investment management, financial planning, and estate and retirement planning. The firm employs a diversified investment approach with discretionary asset management and utilizes third-party managers and sub-advisers.

Anthony Motamedi is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with PlanMember since 2002 and has been president of Legacy Financial Group, Inc., where he sells fixed annuities and life insurance products, since 2003. He is also a general partner of Sylvan Property LLC. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach is centered on strategic asset allocation and managing risk-based mutual fund portfolios, supported by education and personalized planning services.

Lance Burks is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at Rockefeller Capital Management, Rockefeller Financial LLC, and Wells Fargo Clearing. 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 a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing investment banking, placement services, and access to alternative investment vehicles through an integrated platform.

Lynze Douvros is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and having six years of industry experience. She has worked at Legacy Financial Group, Inc. and PlanMember Securities Corporation since 2019, and has operated her own insurance sales business under the name Lynze Hostetter since 2015. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach centers on a top-down strategic asset allocation framework, offering risk-based mutual fund portfolios and a range of educational and support services to plan sponsors and participants.

Stasia Cato Washington is a financial advisor at Lido with 22 years of industry experience. She holds a Series 66 designation and previously worked for First Foundation Advisors for 10 years. Since 2009, she has been co-owner of Palazzo Concessions, a business focused on national airport concession contracts. 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 including investment management, financial planning, family office services, and estate planning, with strategies spanning equities, fixed income, structured notes, real estate debt, and alternatives.

Trisha Beharie is a financial advisor with Eagle Strategies (New York Life) based in Glendale, CA. She holds Series 63 and Series 66 credentials and has five years of industry experience. Prior to her current role, she worked with JHB Management and has involvement as a member of the Screen Actors Guild-American Federation of Television and Radio Artists and Actors Equity. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within the integrated New York Life affiliate structure.