Benjamin Posen is a financial advisor with Hightower Advisors, holding a Series 63 license and bringing 28 years of industry experience. He previously worked for Lindbrook Capital, LLC for 14 years before joining Hightower in 2025. Outside of his advisory role, he serves as a board member for Hopeless Records, Still Got Game, and as an independent board member for CNL Strategic Capital. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach involves manager selection and multi-manager solutions, incorporating both affiliated and third-party managers, with discretionary and non-discretionary portfolio management options.

Tyler Dritz is a CFA® charterholder with 20 years of industry experience. He has worked at Hightower Advisors since 2025 and previously spent 14 years at Lindbrook Capital, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s approach centers on manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research to deliver customized portfolio management and financial planning.

Richard Freilich is a financial advisor at Hightower Advisors in Los Angeles, CA, with 43 years of industry experience. He has held positions at Hightower Advisors since 2021 and previously worked at Bel Air Securities LLC and Bel Air Investment Advisors LLC from 1998 to 2021. He holds Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Robert Renshaw is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Lido. He previously spent 10 years at Fountainhead Capital Management and continues to assist with the winding down of its operations following its merger with Lido. Outside of investment advisory, he is also an agent for life insurance with Penn Mutual Life Insurance and National Life Group. Lido advises high-net-worth and ultra-high-net-worth clients, including family offices, trusts, estates, and charitable organizations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach with diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and partnering with third-party managers when appropriate.

Matthew Munet is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds Series 63 and Series 65 licenses and has eight years of industry experience. His career includes roles at New York Life Insurance Co., NYLife Securities, LLC, Northwestern Mutual, and Brecher Insurance and Financial Services. Munet also operates under the DBA name Aurum Wealth Strategies and Insurance Solutions, LLC, where he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice, operates mainly under non-discretionary management, and integrates insurance and annuity products through its affiliation with New York Life.

Maxwell Kilstofte is a financial advisor with PlanMember Securities Corporation in Los Angeles, holding a Series 66 credential and four years of industry experience. He also operates as a CPA specializing in tax return preparation and maintains a role as controller for a manufacturers’ representative company in the high-tech sector. Outside of finance, he is involved in music as a songwriter and performer. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, functioning as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services for plan sponsors and participants.

David Brecher is a financial advisor with Eagle Strategies (NY Life) based in Los Angeles, CA, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been affiliated with Eagle Strategies since 1994 and has also operated Brecher Insurance and Financial Services since 2008. Outside of advisory work, he is involved in insurance product brokerage and holds passive investments in various real estate and early-stage private companies. 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 advisers. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Loreen Washburn is a financial advisor at Rockefeller Financial LLC with 23 years of industry experience. She holds a Series 63 designation and has worked at Rock & Co LLC and Rockefeller Financial LLC since 2019, with prior roles at Wells Fargo Clearing and Wells Fargo Advisors from 2012 to 2019. 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 services through a Private Advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions across multiple asset classes.

Tyler Olsen is a CFP® with 23 years of industry experience currently serving as an advisor at Lido. His prior roles include positions at Platte River Wealth Advisors and Wells Fargo Advisors. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices and charitable organizations, offering investment management, financial planning, and family office services. The firm employs a diversified, integrated wealth management approach that includes options-based strategies and frequently manages assets on a discretionary basis.

Rosa Melkonyan is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding Series 65 and Series 63 licenses with 13 years of industry experience. She has held roles at NYLife Securities LLC and New York Life Insurance Company since 2010 and operates her own firm, Trinity Capital Insurance and Financial Solutions LLC, focusing on brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Greg Satz is a financial advisor at Lido with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Avitas Wealth Management, PKS Advisory Services, and UBS Financial Services. He is also involved as a principal in alternative investment firms including Avitas Capital Management and Avitas Capital Partners. 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 estate planning, employing a diversified, options-based investment approach and frequently managing assets on a discretionary basis with the use of third-party managers.

Bradford Pollard is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 66 licenses. Pollard is involved in the wind-down process of the Wayne J. Pollard Insurance Agency, Inc., serving as CEO, CFO, and Secretary in his role as trustee of his late father’s estate. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with in-house research capabilities and unique market roles, providing a broad set of advisory, execution, and custody services.

Kevin Philip is a financial advisor with Hightower Advisors in Los Angeles, CA, holding a Series 66 designation and 22 years of industry experience. He previously worked at Bel Air Investment Advisors, Bel Air Securities, and Bel Air Management Company, where he served as a partner. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, discretionary and non-discretionary portfolio management, and access to various investment vehicles.

Amir Mossanen is a financial advisor with Truist Advisory Services in Beverly Hills, CA, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. His prior roles include positions at SunTrust Advisory Services, Wells Fargo Clearing, and Wells Fargo Advisors. He serves as an investment advisor to a family trust through Westminster Advisory LLC, which manages discretionary family investments. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research, with a notable focus on inter-affiliate integration and manager oversight.

Jake Mizrahi is a Series 66-licensed financial advisor at Kestra Advisory with three years of industry experience. Prior to joining Kestra, he held roles at HBO and Netflix. He also works with FIRST POINT FINANCIAL MANAGEMENT as a registered field assistant providing client support. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm provides services including fiduciary consulting, plan-level investment advice, and employee education, serving clients such as sovereign wealth funds and managing approximately $79.8 billion in assets.

Stacy Beattie is a financial advisor at Lido with 17 years of industry experience. She holds the Series 66 designation and previously worked at Stifel Nicolaus & Co Inc for five years before joining Lido Advisors, LLC in 2021. 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 services, including investment management, financial planning, and family office services, and employs diversified investment strategies across various asset classes, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Sonya O'Connor is a financial advisor with CWM, LLC holding a Series 66 designation and 19 years of industry experience. She has previously worked with LPL Financial and Cetera Wealth Services, and has operated Applied Financial Planning since 2002. In addition to advisory work, she is an enrolled agent providing tax preparation, representation, and planning services. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, managing accounts primarily on a discretionary basis using model portfolios governed by an in-house Investment Committee.

Gunit Bedi is a financial advisor at Lido with 23 years of industry experience and holds the Series 66 designation. He previously worked at Avitas Wealth Management and UBS Financial Services. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other institutions by providing investment management, financial planning, family office services, and estate planning. The firm employs a diversified, integrated wealth management approach that includes equities, fixed income, structured notes, real estate debt, alternatives, and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Max Severo is a financial advisor at Rockefeller Financial LLC with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley, Morgan Stanley Private Bank, N.A., Everett Harris & Co., and RBC. Outside of finance, he was involved with Harpers Restaurant and Brewpub for three years. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, with a focus on customized strategies using in-house and third-party managers as well as access to alternative and private investments.

Dylan Isaacs is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Sanctuary Advisors, LLC, Sanctuary Securities, Inc., and UBS Financial Services. He is based in Los Angeles, CA. Rockefeller Financial serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services through a Private Advisor model and a consolidated investment platform.