Benjamin Helvey is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Capital Management since 2024. Prior to that, he was with Morgan Stanley from 2013 to 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, family offices, institutional clients, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer that provides securities transactions, insurance products, and investment banking services through a consolidated investment platform.

Naor Izik is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has five years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base of individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services through an extensive network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working with both retirement investors and a broad range of institutional sponsors.

Brent Coughenour is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Lido Advisors, LLC. His prior experience includes roles at Citizens Securities, Inc., PNC Investments, MML Investors Services LLC, and MassMutual. Lido advises 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 that utilizes diversification across multiple asset classes and options-based strategies.

David Patton is a financial advisor with TLG Advisors, Inc., holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at The Leaders Group Inc, Pacific Southwest Financial, and Regal Investment Advisors since 2017, and previously at Cambridge Investment Research Advisors from 2012 to 2017. Outside of advisory work, he is involved as an independent insurance agent and serves as a sales vice president at Capitas Financial. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Rafael Nieves Rios is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at The Vanguard Group and California Lutheran University. Outside of advising, he works as a freelance consultant focusing on research, marketing, writing, and administrative projects and tutors K-12 and college students. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning, serving a large participant base with a higher client-to-advisor ratio than many peers.

Matthew D'attilio is a CFA® charterholder with 20 years of industry experience. He is currently with Lido Advisors, LLC and was previously at Pegasus Partners Ltd. for nine years. 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, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Kian Soh is a financial advisor at OSAIC Institutions, Inc. based in Los Angeles, CA, with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Infinex Investments, Inc. since 2017 and First Bank since 2016. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure.

Noah Melquist is a CFP® and holds a Series 65 license, with two years of industry experience. He currently works at Lido Advisors, LLC and was previously with Exchange Capital Management Inc. Additionally, he has work experience in various industries including software and hospitality. 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 featuring diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis while utilizing third-party managers and sub-advisers when appropriate.

Elbert Liu is a CFA® charterholder with four years of industry experience, currently serving as an advisor at Lido since 2025. He previously worked at Avitas Wealth Management and Norbida Limited USA. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices and charitable organizations, offering services such as investment management, financial planning, and estate planning. The firm employs an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies, and it routinely sub-advises registered investment companies and manages pooled vehicles.

Jacob Shoemaker is a financial advisor at Lido with a Series 65 designation and one year of industry experience. He previously worked at Whitaker-Myers Wealth Managers, Ltd. and attended Grace College. 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 that includes diversification across multiple asset classes and implements options-based strategies, managing assets on a discretionary basis and using third-party managers when appropriate.

James Hausberg is a financial advisor with Hightower Advisors in Beverly Hills, CA, holding a Series 63 designation and bringing 45 years of industry experience. He has been with Hightower Securities, LLC and Hightower Advisors since 2012. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

Stephen Scott is a financial advisor with Truist Advisory Services, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Truist, he worked in both professional sports organizations, including the Boston Red Sox and Detroit Tigers, and financial firms such as Morgan Stanley and Merrill Lynch. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary approaches, supported by AI-enhanced research and inter-affiliate resources.

Gregory Robitshek is a CFA® charterholder affiliated with Lido, bringing two years of industry experience. Prior to joining Lido, he worked at Nuveen Investments for 17 years. Lido provides investment management, financial planning, family office services, and retirement and estate planning for high-net-worth and ultra-high-net-worth clients, as well as institutions. The firm employs an integrated wealth management approach focused on diversified portfolios including equities, fixed income, alternatives, and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Sefora Angeles is a financial advisor with Citigroup Global Markets and holds a Series 66 designation. She has seven years of industry experience and has been with Citigroup since 2016. Based in Beverly Hills, CA, Angeles works within a large enterprise firm known for serving individual and institutional clients across various wealth segments. Citigroup Global Markets offers a range of investment advisory programs and broker-dealer services, specializing in multi-asset, multi-manager strategies through both discretionary and non-discretionary programs. The firm supports high-net-worth and ultra-high-net-worth clients with bespoke discretionary solutions and maintains substantial in-house research and market roles.

Paul Devore is a CFP® with over 54 years of experience in the financial services industry. He is currently with Kestra Advisory and has held various roles within affiliated firms since 1981. Devore serves on several nonprofit and community boards, including educational and charitable organizations, as well as maritime-related groups. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and pooled plan solutions, supporting large institutional investors along with a diverse client base.

Adam Osterling is a CFP® certificant with nine years of industry experience, currently serving as Vice President and Wealth Adviser at Lido. His prior roles include positions at Lincoln Investment, Shore Morgan Young, and Morgan Stanley. Lido advises 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 that includes diversified asset classes and options-based strategies.

Jack Bergon is a financial advisor at Lido with a Series 65 designation and two years of industry experience. Prior to joining Lido Advisors, LLC, he worked at First Republic Bank, Talkdesk, Procore Technologies, and Shaw Security. 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 that includes diversification across multiple asset classes and options-based strategies, managing assets on a discretionary basis while utilizing third-party managers and sub-advisers when appropriate.

Donald Richner is a CFP® professional with 21 years of industry experience. He is currently affiliated with Focus Partners Wealth, LLC and has been with Churchill Management Group since 2003. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Anh Hong Nguyen is a CFP® with five years of industry experience currently working at Citigroup Global Markets. Prior to joining Citi, Nguyen held roles at Axxes Capital, Los Angeles Fire Police & Pension, and Camden Capital, LLC. Outside of his advisory career, he has experience in homemaking. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and unique market roles.

Pierre Bitar is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Wells Fargo and HSBC. 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, alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles such as swap dealing and futures commission merchandising.