Nathan Afshin is a CFP® professional with eight years of experience in the financial industry. He is currently an advisor at Citigroup Global Markets, having joined the firm in 2024. Prior to this, he worked at JP Morgan Chase Bank and JP Morgan Securities from 2018 to 2024, Edward Jones from 2017 to 2018, and Bank of America from 2013 to 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

Gabriela Maria Holian Martinez is an advisor at HSBC Securities (USA) Inc. with a Series 66 designation and one year of industry experience. Her prior roles include positions at Angelini Palisades, the Hammer Museum, and UCLA. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a range of client-directed and discretionary investment programs. The firm’s investment process utilizes five model risk profiles and combines strategic and tactical asset allocation developed with HSBC Global Asset Management, with ongoing fund due diligence and monitoring conducted by affiliated providers.

Maribel Robel is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with Diversified Investment Advisors since 2010 and with Diversified Investors Securities Corp. since 2006. Outside of her advisory role, she serves as an independent consultant selling skincare products for Rodan and Fields. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary software and model portfolios developed with Morningstar Investment Management. The firm focuses on asset allocation, contribution guidance, and retirement planning without targeting high-net-worth or corporate clients.

Ryan Cartaino is a financial advisor with Transamerica Financial Advisors based in Thousand Oaks, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Wfgia and NK Developments. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm combines advisory and broker-dealer services, offering proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Bruce Lessinger is a financial advisor with Oppenheimer in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at Oppenheimer since 2009, following eight years at UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and provides both discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios.

Austin Taylor is a financial advisor at Lido with two years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and Foundry Commercial, among other roles. 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 a comprehensive wealth management approach that includes investment management, financial planning, family office services, and access to third-party managers and sub-advisers, employing strategies that span equities, fixed income, alternatives, and options-based products.

Channing Smith is a CFA® charterholder and a financial advisor at Lido with 17 years of industry experience. He previously worked for Jackson Hole Capital Partners, LLC for 10 years and Capital Advisors, Inc. for 12 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 offers integrated wealth management services, including investment management, financial planning, family office services, and retirement and estate planning, with a diversified investment approach that includes equities, fixed income, structured notes, real estate debt, alternatives, and options-based strategies.

Kevin Kramer is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. from 2008 to 2021 before joining Rockefeller. 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, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Keith Andreasen is a CFP®-credentialed financial advisor at Lido with three years of industry experience. He has prior experience at Modera Wealth Management, NexGen Financial Group, and a background that includes time at the University of Delaware. 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 a focus on diversification across various asset classes and implements options-based strategies, managing assets primarily on a discretionary basis.

Scott Lam is a financial advisor at Kestra Advisory with 25 years of industry experience. He has held positions at firms including LPL Financial, Merrill, Banc of America Investment Services, and Citicorp Investment Services. Lam holds Series 63 and Series 65 licenses. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base including plan sponsors, institutional investors, and individuals. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets under management.

Ramsey Andrijevich is a CFP® with six years of industry experience, currently serving at Lido Advisors, LLC since 2023. His prior roles include positions at First Foundation Advisors, Purus Wealth Management, and Waddell & Reed. Lido advises 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 retirement and estate planning, employing an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Brian Estep is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Lido. His prior roles include positions at Mercer Global Advisors Inc., Raymond James Financial Services, and TIAA. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm uses an integrated wealth management approach that incorporates diversification across various asset classes and implements options-based strategies, managing assets primarily on a discretionary basis.

Monika Mugg is a Certified Financial Planner (CFP®) with 21 years of industry experience. She is currently with MAI Capital Management, LLC and has previously worked at Evoke Advisors, First Republic Securities Company, Llc, Luminous Capital, LLC, and Merrill. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of strategies tailored to client objectives and serves as both an investment adviser and product sponsor, including managing a registered mutual fund and private investment vehicles.

Alan Bonde is a financial advisor with Mariner in Los Angeles, CA, holding a Series 65 designation and 11 years of industry experience. His prior roles include positions at AdvicePeriod, LLC and GenSpring Family Offices, LLC. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, and provides specialized solutions such as ERISA 3(38) retirement plans and integrated tax and accounting services.

Peter Lee is a CFA® charterholder with 12 years of experience in the financial industry. He is currently with Lido Advisors, LLC and previously worked at Avitas Wealth Management and UBS. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and other entities, providing investment management, financial planning, family office services, and estate planning. The firm uses an integrated wealth management approach that includes diversified strategies across multiple asset classes and implements options-based strategies both directly and through pooled vehicles.

Christopher Gomez is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at Fidelity Investments and E*TRADE Capital Management, among other firms. Gomez holds active insurance licenses for life, accident, health, variable life, and variable annuity insurance. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private fund platforms.

Matthew Hetrick is a CFP® and CFA® with 22 years of experience in the financial services industry. He has been with Kestra Advisory since 2016 and is also a minority partner and wealth advisor at Insight Wealth Advisors LLC, a registered representative business affiliated with Kestra Investment Services. Outside of his advisory work, he serves as secretary and a member of the board of directors for the Woodland Hills Sunrise Baseball Little League. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a wide range of clients, including large institutional investors and sovereign wealth funds.

Daniel Leong is a CFP® and holds a Series 65 license, with four years of industry experience. He currently works at Lido and has prior experience at Morgan Stanley, Oracle Corporation, and the University of Southern California. 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 retirement and estate planning, utilizing a diversified investment approach that includes equities, fixed income, structured notes, real estate debt, alternatives, and options-based strategies.

Vince Vu is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and nine years of industry experience. He has been with City National Rochdale since 2015. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management along with sub-advisory and model delivery services. The firm employs a multi-strategy investment approach that integrates quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes.

Andrew Shestek is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Greater Nevada Credit Union and spent four years in full-time education prior to his advisory roles. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.