Eileen Shahnazari is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 65 and Series 63 licenses and has worked in various roles at Wells Fargo and Citigroup since 2015. Outside of her advisory work, she is involved in providing in-home supportive services for elderly parents. 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 unique market roles, including in-house research and derivatives services.

Jason Min is a financial advisor with Eagle Strategies (New York Life) based in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with New York Life Insurance Company since 1999. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working extensively with defined contribution and defined benefit plans as well as charitable and corporate clients.

Henry Hagenbuch is a financial advisor at Lido with eight years of industry experience. He holds a Series 65 credential and has previously worked at Robertson Stephens Capital Markets, Robertson Stephens Wealth Management, Mercer Global Advisors, ClearRock Capital, and 55 Capital Partners. He is also involved with NH Ventures, LLC, a pass-through entity for personal private investments. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach that incorporates a wide range of asset classes and tactical option strategies, and it is notable for its active sub-advisory role and extensive affiliated capabilities.

Keri Kutakoff is a financial advisor at Lido with 20 years of industry experience. She holds the ChFC®, Series 65, and Series 63 designations. Her prior roles include positions at Chelsea Financial Services, Fountainhead AM, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Kutakoff also serves as a general agent for National Life Group overseeing advisor appointments and underwriting processes. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and corporate plans, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical option strategies and serves as sub-adviser to notable investment funds while providing a broad range of affiliated financial services.

Wasana Arayatanon is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. She holds the Series 65 and Series 63 licenses and has worked with Transamerica Financial Advisors since 2016. Her other business activities include the sale of insurance and non-insurance products affiliated with Transamerica. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios.

Chalyda Dumayas is a financial advisor at D.A. Davidson & Co. with 18 years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2013. Outside of her advisory role, she serves as treasurer for the Monrovia Council of PTA’s, managing records and budgeting for the nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, and charitable and corporate clients. The firm adheres to fiduciary standards and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Nelson Chavez is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds a Series 66 designation and has 17 years of industry experience, including prior roles at Wells Fargo Clearing, Wells Fargo Investments, and Ameriprise. Outside of financial services, he has been involved in a car rental business on the Turo platform since 2020. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm offers tailored advice across multiple program types, emphasizing non-discretionary asset management and working within an integrated New York Life affiliate structure.

Blair Buick is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Lido Advisors, LLC. His prior experience includes roles at Innofovate LLC, The Renaissance Companies, Nicholas-Applegate Capital Management LLC, Green Street Trading, LLC, and LPL Financial. He holds a Series 66 license. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach, combining traditional advisory services with affiliated capabilities such as in-house trust companies, tax, insurance, and brokerage services, while managing approximately $42.5 billion in regulatory assets.

Christopher Walters is a financial advisor with Eagle Strategies (NY Life) based in Pasadena, CA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Walters has worked at Eagle Strategies since 2025 and has additional experience with related firms including NYLIFE Securities and New York Life Insurance Co. Outside of finance, he is president and owner of Illuminated Path Productions, a film equipment rental business. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse range of individual and institutional clients. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis.

David Sassen is a financial advisor with Rockefeller Financial LLC, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Merrill and Bank of America. He is based in Los Angeles, CA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Robert Amoruso is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA, holding a Series 66 designation and 17 years of industry experience. He has previously worked at The Leaders Group Inc and M Holdings Securities, Inc., and serves as CEO of Gideon Strategic Partners LLC. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, corporations, and institutional investors, providing portfolio management, financial planning, and fiduciary services. The firm’s investment approach emphasizes manager selection and diversification using fundamental analysis and Modern Portfolio Theory, supported by a network of independent advisors and sub-advisors.

Cooper Allen is a financial advisor at GWN Securities Inc. holding a Series 66 designation. He has been with GWN Securities since 2026 and has prior experience related to Greentrike and the University of Puget Sound. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm employs both affiliated and unaffiliated sub-advisers and utilizes tactical strategies including market-timing and momentum-based approaches in some of its legacy programs.

Matthew Sealy is a financial advisor at Lido with four years of industry experience. He holds a Series 65 designation and has worked at Lido Advisors since 2022. Prior to this, he held roles at BlastMotion Inc., San Diego State University, Mascot Factory, Westview High School, and the United States Soccer Federation. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charities, corporations, and pension plans. The firm employs an integrated wealth-management approach that balances multiple asset classes and uses tactical and defined-risk option strategies, supporting its clients through a comprehensive range of affiliated services and active sub-advisory roles.

Frederick Johnston is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Caleb and Brown Ltd, Fidelity Investments, and JPMorgan Chase & Co. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs along with execution and custody services. The firm operates with institutional scale and provides specialized roles such as security-based swap dealing and futures commission merchant services.

Dani Comart is a financial advisor at Lido with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank NA and JPMORGAN Securities LLC for nine years. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and institutional investors, offering comprehensive wealth management through a blend of traditional and alternative investment strategies. The firm is notable for its active sub-advisory roles and integrated affiliated services across trust, tax, insurance, and brokerage functions.

Jordan Friedman is a financial advisor with NewEdge Advisors who holds Series 63 and Series 66 licenses and has 24 years of industry experience. His prior roles include positions at Raymond James & Associates, Inc., L & S Advisors, Inc., and Citigroup Global Markets. He also serves as Managing Director at Fixed Insurance and Fixed Annuity in Beverly Hills. NewEdge Advisors is a large registered investment adviser that serves a range of clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers a variety of portfolio management and consulting services, utilizing both in-house and third-party strategies supported by technology tools and centralized manager due diligence.

Ziyu Espinoza Wan is a financial advisor at Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Wealth Enhancement Advisory Services in 2026, Ziyu worked at Wealth Enhancement Group and held various roles in escrow services. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process that combines passive and active management with quantitative, momentum, and fundamental analysis.

Sebastian Kim is a financial advisor at Eagle Strategies (NY Life) in Los Angeles, CA, with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been affiliated with Eagle Strategies since 2019. In addition to his advisory role, he operates an insurance brokerage licensed with outside carriers and owns the Sebastian Kim Agency Inc., which is used for corporate tax purposes. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

William Davis is a financial advisor at TIAA-CREF with 32 years of industry experience. He has been with TIAA-CREF since 2014 and holds the Series 63 and Series 65 designations. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm acts as adviser to a donor-advised fund and operates within a vertically integrated group using affiliated funds.

Dallin Garner is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Kayne Anderson Rudnick Investment Management, LLC since 2024. His prior experience includes roles at Fisher Investments and Fidelity Brokerage Services. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, insurers, banks, family offices, and high-net-worth individuals. The firm emphasizes fundamental research to identify high-quality businesses and incorporates governance and sustainability assessments into its investment approach, managing a range of active equity and fixed-income strategies across market capitalizations.