Samuel Ledwitz is a financial advisor at Private Advisor Group, LLC with a Series 65 credential and three years of industry experience. He is also president and attorney at the law firm Bezaire, Ledwitz & Borncamp, APC, where he has practiced for over 20 years. His prior experience includes roles at Jack Keeter & Associates, Equity Development Corporation, and Mariner Independent. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm utilizes a fiduciary-based advisory model combining client goal assessment with portfolio management or manager selection from leading strategists and employs multiple investment strategies across proprietary and third-party platforms.

Myra Alport is a financial advisor at Lido with 19 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at several firms, including Copperwynd Financial and Thompson Wealth Management. Lido serves a diverse client base, including high-net-worth individuals, family offices, charitable organizations, and institutional investors. The firm employs an integrated wealth-management approach that balances multiple asset classes and uses tactical option strategies while offering a range of affiliated services such as trust, tax, and insurance.

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.

Nicki Green is a CFP® and holds a Series 65 license with five years of experience in the financial advisory industry. She is currently with Lido Advisors, LLC and has prior experience at Colorado Financial Management, Cascade Financial Management Inc, and Vail Resorts. Lido advises a diverse client base that includes high-net-worth individuals, family offices, trusts, and institutional entities. The firm employs an integrated wealth-management approach, balancing various asset classes and utilizing tactical, defined-risk option strategies, while also serving as a sub-adviser to exchange-traded funds and offering extensive affiliated services in trust, tax, insurance, and brokerage.

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.

Jason Edmond is a financial advisor at Centaurus Financial, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at firms including LPL Enterprise, The Prudential Insurance Company of America, and Farmers Financial Solutions. Edmond also operates the Jason Edmond Insurance Agency, offering health, property, and casualty insurance services. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a range of investment strategies and offers both discretionary and non-discretionary portfolio management through its CLASSIC Plus platform.

Frank Ro is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. Prior to joining Stratos Wealth Partners in 2022, he worked at Morgan Stanley in various roles from 2016 to 2022. Additionally, he operates FTR Tax Services, providing tax preparation and accounting services. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and other institutional clients through a broad range of services including financial planning and outsourced CIO solutions, employing an open-architecture investment approach that integrates multiple third-party platforms and managers.

Louis Odette IV is a CFA® charterholder with 13 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2026. His prior experience includes roles at Opes Wealth Management, Landed Inc., and CitiGroup Global Markets. EP Wealth Advisors serves individual, corporate, and retirement plan clients, offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document assistance. The firm emphasizes customized model portfolios with ongoing monitoring and utilizes a mix of analytical approaches alongside alternative investments and third-party manager recommendations.

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.

Yulyus Medina is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 designations and four years of industry experience. Prior to joining Citigroup, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as Citrin and Abercrombie & Fitch Co. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering diverse investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with large institutional scale alongside unique market roles such as swap dealing and futures commission merchant activities.

Daniel Brown is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior roles include positions at Annex Wealth Management, Pegasus Partners, and Milwaukee Public School. He studied at the University of Wisconsin, Madison, and has experience in both the financial and education sectors. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, providing integrated wealth management, financial planning, and affiliated trust, tax, insurance, and brokerage services. The firm combines active sub-advisory and investment-company roles with a broad range of in-house capabilities and manages approximately $42.5 billion in assets.

Brian Haloossim is a financial advisor at Lido with 23 years of industry experience. He holds the Series 66 designation and previously worked for Sanford C. Bernstein from 2003 to 2026. Outside of his advisory role, he serves on the advisory board of Qloo Inc., a technology company focused on entertainment and culture, where he provides strategic advice and participates in product testing. Lido advises a broad client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm employs an integrated wealth-management approach with a focus on tactical and defined-risk option strategies, and it combines traditional advisory services with extensive affiliated capabilities such as in-house trust companies and tax subsidiaries.

Teancum Stafford is a financial advisor at Lido with Series 66 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Wells Fargo Clearing and Empower Advisory Group. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering integrated wealth management, financial planning, and family office services. The firm employs a tactical investment approach that includes equity, fixed income, alternative investments, and defined-risk option strategies, and it also acts as a sub-adviser to several investment funds.

Dallin Cutler is a CFP®-credentialed financial advisor with 11 years of industry experience. He is currently with EP Wealth Advisors in Torrance, CA, where he has worked since 2020. Prior to that, he was affiliated with The Insight Group Insurance Agency, Financial Insight Center, and Allegis Financial Partners. EP Wealth Advisors serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualified clients, utilizing a combination of fundamental, technical, and cyclical investment analyses.

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.

Kathleen Connors is a CFP® professional with five years of experience in financial advising. She is currently with EP Wealth Advisors and has previously worked at Better Money Decisions, Envision Wealth Planning Inc., TriLumina Corporation, and CFV Solar Test Laboratory. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate clients, and retirement plans. The firm offers customized wealth management, discretionary portfolio management, and financial planning services alongside ancillary offerings such as tax preparation and estate-document preparation for qualified clients.

Adina Coca is a financial advisor at Transamerica Financial Advisors with 14 years of industry experience. She holds a Series 65 designation and has worked at Transamerica since 2012. In addition to her advisory role, she owns and operates B & C Tax Service, providing tax preparation and audit services since 1995. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, combining proprietary and third-party investment models with discretionary and non-discretionary program options.

Justin Moreci is a financial advisor with EP Wealth Advisors in Torrance, CA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Mariner, Lido Advisors, Morgan Stanley Smith Barney, Bank of America, Merrill, and UBS Financial Services. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning services, utilizing a blend of fundamental, technical, and cyclical analysis along with alternative investment options to create customized portfolios.

Jeffrey Yau is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including LPL Financial, Fidelity Investments, Morgan Stanley, and Charles Schwab. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as individual IRA and retail brokerage clients, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.