Lance Burks is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Burks 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 operates as both an investment advisor and a registered broker-dealer, offering a range of portfolio management, financial planning, and consulting services through a Private Advisor model and an integrated investment 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.

Arianna Stern is a financial advisor at Schwab Wealth Advisory with two years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at Charles Schwab and Charles Schwab Bank, as well as experience with Money Positive Cooperative and Fun Factory USA. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, utilizing Schwab’s asset allocation models and research tools to recommend investments across various asset classes. The firm operates as an internal advisory unit within Charles Schwab and conducts annual reviews without exercising discretionary trading authority.

Wayne Gelineau is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill for 11 years before joining Rockefeller Financial in 2020. Outside of his advisory role, Gelineau owns Sunset Music, a sole proprietorship through which he records and sells original music online. 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, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Ryan Erlanger is a financial advisor at Lido with a Series 65 designation and three years of industry experience. His prior work includes roles at Fountainhead Advisors, Wells Fargo, and RBC, as well as academic positions at Penn State University. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other clients, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach that emphasizes diversification across multiple asset classes and options-based strategies, typically managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Bernard Machlovitch is a financial advisor at Rockefeller Financial LLC with 23 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides both discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer offering a comprehensive investment platform and a Private Advisor model.

Sierra Argyle is a CFP® and Series 65 credentialed financial advisor at Lido with six years of industry experience. She has worked at Lido Advisors, LLC since 2019, following roles at Signature FD, LLC and Bessemer Trust. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and charitable organizations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach, including options-based strategies and diversification across various asset classes, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Kelly Oliver is a CFP®-designated financial advisor at Lido with seven years of industry experience. She has held positions at firms including XPS Capital, Purshe Kaplan Sterling Investments, and Chevy Chase Trust. Lido serves high-net-worth and ultra-high-net-worth clients, offering investment management, financial planning, and family office services. 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.

Janice Osugi is a CFA® charterholder and holds Series 63 and Series 66 licenses, with six years of industry experience. She has worked at Lido Advisors, LLC since 2025 and previously spent four years at Bluepointe Capital Management, LLC. 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 with diversified strategies across multiple asset classes and options-based tactics.

Zachary Senn is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Capital Management, he worked at Innovative Wealth Building and has teaching experience at California State University, Fullerton, College of the Sequoias, El Diamante High School, and La Joya Middle School. Rockefeller Financial LLC serves 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, and operates as a registered broker-dealer providing securities transactions, insurance products, and placement and investment banking services.

Melanie Jones is a Series 65-licensed financial advisor at MAI Capital Management, LLC with nine years of industry experience. Her prior roles include positions at First Republic Investment Management and Evoke Advisors. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a variety of investment strategies and combines portfolio management with financial planning and tax services, managing $72.3 billion in assets as of May 2026.

Russell Toth is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 16 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fisher Investments and Scottrade. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base including institutions, charitable organizations, corporations, family offices, and individual clients. The firm emphasizes fundamental, quality-oriented equity research and offers a range of strategies while serving both traditional and less common clients such as sovereign wealth funds and other investment advisers.

Mady Yehia is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding a Series 63 credential and over 24 years of industry experience. She has worked at PlanMember since 2010 and operates a separate tax, accounting, and payroll services business under Securitax Financial Services since 2002. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering education and support through seminars and personalized retirement planning. The firm’s investment approach is based on a strategic asset allocation framework and risk-based mutual fund portfolios ranging from conservative to aggressive.

Christopher Nolan is a financial advisor at Lido with a Series 65 designation and two years of industry experience. He has previously worked at Andersen, LLC and Deloitte & Touche, as well as held roles at Merkle, Inc. and the University of Notre Dame. Outside of his advisory work, Nolan manages a personal family office investment entity, Beverly Capital LLC. Lido serves high-net-worth and ultra-high-net-worth clients, including individuals, family offices, trusts, and charitable organizations. The firm employs an integrated wealth management approach with diversification across multiple asset classes and implements options-based strategies both directly and through pooled vehicles.

Viktoria Falus is a CFP® professional with 15 years of industry experience, currently serving at Lido Advisors, LLC dba Colorado Financial Management since 2023. Prior to that, she spent 18 years at Sargent Bickham Lagudis, LLC. Based in Los Angeles, CA, she holds experience working with a range of client needs in wealth management. 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, utilizing diversification across multiple asset classes and options-based strategies, often managing assets on a discretionary basis and incorporating third-party managers and sub-advisers.

Ikuyo Hiraguchi is a financial advisor at TLG Advisors, Inc. with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC, among other firms. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

Felix Pollmann is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA. He holds a Series 66 designation and has recently transitioned into the financial industry following diverse prior roles including work at Deloitte and educational positions from 2015 to 2021. TLG Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring using fundamental analysis and Modern Portfolio Theory, in addition to offering a digital investment program called Starlight Portfolios.

Ioan Grigor is a financial advisor with Bankers Life Advisory Services, Inc. in Sherman Oaks, CA. He holds Series 65 and Series 63 licenses and has 14 years of industry experience. His career includes roles at Bankers Life Securities, Inc. since 2016 and Bankers Life and Casualty Company since 2008. Outside of advising, he owns a marketing and management firm, Grigor&Co. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to client goals and risk tolerances.

Meagan D'angelo is a CFP® professional with 15 years of industry experience. She has worked at Lido Advisors, LLC since 2023 and previously spent 20 years at Sargent Bickham Lagudis, LLC. Based in Los Angeles, CA, she is currently with Lido, an enterprise firm employing over 300 advisors. 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 that includes diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.