Justin Amrein is a financial advisor at MAI Capital Management, LLC with Series 65 credentials and one year of industry experience. His prior roles include positions at Evoke Advisors, Heritage Investors Management Corporation, and George Washington University. Outside of finance, he has experience with Tennis Central Corp and Chester Valley Golf Club. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio strategies implemented through in-house managers and third-party sub-advisers, integrating financial planning and tax services into many client relationships.

Zachary Valdez is a financial advisor at GWN Securities Inc. with a Series 66 designation and one year of industry experience. Prior to joining GWN Securities, he held positions at Harvey Mudd College, Keck Graduate Institute, and several other organizations. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third-party manager selection. The firm uses a combination of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies in certain legacy programs.

Nicholette La Frenier is a financial advisor at Citigroup Global Markets with one year of industry experience. She holds the Series 66 designation and has previously worked at Modern Woodmen of America and in various roles including teaching positions and financial services prior to joining Citigroup. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with comprehensive oversight, and supports bespoke discretionary solutions for high-net-worth clients.

Graham Foltz is a financial advisor at Lido with a Series 66 designation and two years of industry experience. His prior roles include positions at Nuveen Securities, Nuveen Asset Management, and Arrowmark Partners. Outside the financial sector, he has worked in hospitality and recreational settings, including a country club and a restaurant. 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 focusing on diversification across multiple asset classes and implements options-based strategies, managing assets primarily on a discretionary basis while utilizing third-party managers and sub-advisers when appropriate.

Josephine Tran is a financial advisor at TIAA‑CREF with eight years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her previous roles include periods at Berthel Fisher & Company Financial Services, Inc., BFC Planning, Inc., and self-employed consulting. 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 with existing TIAA retirement plan relationships. The firm operates a fiduciary advisory model with a separation between point-in-time planning and ongoing discretionary management, utilizing both model and customized portfolios.

Bryton Lam is a financial advisor at Citigroup Global Markets with Series 63 and 65 licenses and three years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and several financial services and mortgage-related firms. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, custody services, and derivatives and futures capabilities. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, leveraging internal standards and oversight committees to select and monitor investment managers.

Sanjeev Sardana is a financial advisor at Lido with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Bluepointe Capital Management, LLC for 19 years. 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 with diversification across multiple asset classes and manages assets on a discretionary basis while utilizing third-party managers and sub-advisers when appropriate.

Komal Motwani is a CFP® with seven years of industry experience, currently serving as a financial advisor at TIAA-CREF. Prior to joining TIAA-CREF in 2025, Motwani worked for Yanni & Associates Investment Advisors, LLC for a total of seven years and spent time at Thakar Financial LLC, Raymond James. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm distinguishes between stand-alone planning services and ongoing discretionary management and acts as adviser to a donor-advised fund.

Myra Alport is a financial advisor at Lido with 19 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Copperwynd Financial and Thompson 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 with diversification across various asset classes and options-based strategies, managing assets both directly and through third-party managers and sub-advisers.

Jacob Dorman is a CFP® professional with 13 years of industry experience, currently advising at Mariner since 2022. He co-owns Dorman & Company Inc., an event services business for which he provides consulting on weekends. Prior to Mariner, he worked at AdvicePeriod, LLC and ran his own wealth management firm. Mariner serves a diverse client base including high-net-worth individuals, institutions, and private funds, offering investment management, financial planning, and specialized services such as tax coordination and Core Family Office support. The firm employs customized discretionary portfolios supported by both internal and third-party management, with a notable integration of tax and accounting services uncommon among large advisory enterprises.

Dylan Mathis is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research, futures and derivatives services, and bespoke solutions for very large clients.

Tat Chan is a financial advisor with Principal Financial Services in Pasadena, CA, holding Series 63 and Series 65 designations and seven years of industry experience. His career includes roles at Principal Life Insurance Company, NYLIFE Securities LLC, New York Life Insurance Co., Basel Capital, Whitewing Insurance Solutions, and HSBC in both the U.S. and Hong Kong. Outside of advisory work, he is the owner of Seed Capital LLC, which is investing as a limited partner in a restaurant. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel, with advisory offerings that include financial planning and access to third-party money manager solutions.

Nicki Green is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at Lido Advisors, LLC since 2023 and previously held roles at Colorado Financial Management and Cascade Financial Management Inc. Prior to her financial industry roles, she worked at Vail Resorts. 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, typically managing assets on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Phuong Dinh is a financial advisor at Lincoln Investment with Series 66 credentials and one year of industry experience. Prior to joining Lincoln Investment, Dinh has been self-employed since 2015 and is involved with Vers, LLC. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management services supported by an in-house investment management team and a broad network of independent advisors.

Rita Pattaratornkosohn is a financial advisor with GWN Securities Inc. and holds a Series 66 designation. She has less than one year of industry experience. Prior to joining GWN Securities, her background includes academic roles at the University of California Riverside and a brief period at POKE CO. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning services. The firm employs a mix of affiliated and unaffiliated sub‑advisers and uses market-timing and momentum-based strategies within certain legacy programs.

Albert Jennings Segura is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. Segura has involvement in non-variable insurance activities alongside his advisory role. Stratos Wealth Partners, Ltd is an SEC-registered enterprise firm with approximately 379 advisors managing about $18.6 billion in assets. The firm serves individuals, retirement plans, corporations, nonprofits, and other institutional clients through a model that emphasizes independent advisory representatives offering customized portfolio management using an open-architecture platform.

Daniel Brown is a financial advisor at Lido with a Series 65 designation and no prior industry experience before joining the firm. His work history includes roles at Annex Wealth Management and Pegasus Partners, along with earlier positions outside the financial sector, including teaching in Milwaukee Public Schools. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, and other entities, offering investment management, financial planning, and estate services. The firm employs an integrated wealth management approach with diversification across asset classes and implements options-based strategies both directly in client accounts and through pooled vehicles.

Brian Haloossim is a financial advisor at Lido with 23 years of industry experience. He holds a Series 66 designation and previously worked at Sanford C. Bernstein for 23 years before joining Lido. Outside of his advisory role, he serves on the advisory board of Qloo Inc., a technology firm focused on entertainment and culture, where he contributes to marketing strategy and product feedback. 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 comprehensive wealth management services with an integrated approach that includes diversification across multiple asset classes and implementation of options-based strategies, often managing assets on a discretionary basis and collaborating with third-party managers and sub-advisers.

Derenik Sardarimasihi is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding Series 63 and 66 licenses and having five years of industry experience. His prior roles include positions at Unionbanc Investment Services, MUFG Union Bank, HSBC Bank USA, N.A., and Bank of the West. Outside of his advisory work, he provides in-home care for his parents through the California Department of Social Services. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, with a range of discretionary and non-discretionary options. The firm’s investment process utilizes model risk profiles and combines strategic and tactical asset allocation developed in partnership with HSBC Global Asset Management and affiliated providers.

Alireza Damirchilou is a financial advisor with HSBC Securities (USA) Inc. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior roles include positions at HSBC Bank USA, N.A., Farmers Insurance Agency, F.F.Nab, and Bank of Industry and Mine. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary options. The firm’s investment approach combines strategic and tactical asset allocation with ongoing fund due diligence and monitoring, supported by affiliated and third-party providers.