Matthew Birkett is a CFP® with over 21 years of industry experience, currently serving at Rockefeller Financial LLC. His prior experience includes 12 years at Bank of America and Merrill. He is based in Los Angeles, CA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer that also offers placement and investment banking services.

Dillon Gracey is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Lido Advisors, LLC and previously held roles at Goldman Sachs and United Capital. Lido serves a wide range of clients, including high-net-worth individuals, family offices, charitable organizations, corporations, and pension plans, offering investment management, financial planning, and family office services. The firm’s integrated wealth-management approach incorporates a diversified asset allocation and employs tactical option strategies, while also maintaining significant sub-advisory responsibilities and affiliated capabilities in trust, tax, insurance, and brokerage services.

Benjamin Bruner is a financial advisor at Lido with Series 63 and Series 65 designations and four years of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and corporations, offering investment management, financial planning, family office services, and access to affiliated trust, tax, insurance, and brokerage services. The firm employs an integrated wealth-management approach with tactical option strategies and maintains an active sub-advisory role in various investment funds.

James Chartrey is a financial advisor at Lido with 17 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Mariner Wealth Advisors and Principal Funds Distributor, Inc. among others. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and pension plans. The firm employs an integrated wealth-management approach combining equities, fixed income, alternatives, and options strategies, and operates with a broad network of affiliated entities providing comprehensive financial and administrative services.

Gina Dandrea is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Empower Advisory Group. Her background includes roles at T. Rowe Price, RBC Capital Markets, and J.P. Morgan Securities LLC. She has also been involved with Blue Moon Cafe in a non-investment capacity. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm integrates services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

John Tijerino is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 66 designation. His prior work experience includes roles at Bank of America, Merrill, and previous tenures at Citigroup. 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 provides a broad range of advisory programs, execution and custody services, and operates with a combination of large institutional scale and specialized market roles.

Gregory Nostrant is a financial advisor with PlanMember Securities Corporation and holds Series 63 and Series 65 licenses. He has two years of industry experience and concurrently manages digital marketing roles at Gooding & Company and Nostrant Marketing. Prior to joining PlanMember, he worked at several firms including the Wilshire Law Firm and Alley Group. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options. The firm uses a top-down strategic asset allocation approach to manage risk-based mutual fund portfolios ranging from conservative to aggressive.

Nathan Stagg is a financial advisor at Lido with the ChFC® and Series 66 designations and two years of industry experience. Prior to joining Lido, he worked at Olympus Wealth Management, US Tech Solutions, and Wells Fargo Clearing Services. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach that balances asset allocation across multiple asset classes and utilizes tactical and defined-risk option strategies, offering services through discretionary and non-discretionary accounts, sub-advisers, third-party managers, and affiliated private funds.

Randy Moshtael is a financial advisor at Oppenheimer with 43 years of industry experience. He holds a Series 63 designation and has worked at Fahnestock & Co., Inc. since 2003, following prior roles at Morgan Stanley and Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and consulting.

Erica Ghotra is a financial advisor at Lido with 16 years of industry experience. She holds a Series 66 designation and has worked at Lido Advisors since 2019, following roles at Westmount Asset Management and Merrill. Her other business activities include holding a California Department of Insurance license. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, estates, and institutional investors. The firm uses an integrated wealth-management approach that combines traditional and alternative investments, employing tactical and defined-risk option strategies, and supports clients with extensive affiliated trust, tax, insurance, and brokerage services.

Evan Stablein is a CFP® professional with one year of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC. He has previously worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers additional services such as trust administration and insurance through affiliated entities.

Chad Weber is a financial advisor with TIAA-CREF who holds Series 63, 65, and 66 licenses and has 28 years of industry experience. He has been with TIAA and TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management using model and customized portfolios within a vertically integrated structure.

Michael Mora is a financial advisor at Steward Partners Investment Advisory, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Catalina Structured Funding. Mora is based in Los Angeles, CA. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

John Genung III is a financial advisor at Lido in Los Angeles, California, holding a Series 65 designation. He joined Lido in 2025 and has prior experience with Chilton Capital Management LLC and Northwestern Mutual Investment Services, LLC. Genung’s background also includes education roles at Louisiana State University and earlier teaching positions at Memorial High School and Spring Branch Middle School. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, estates, and institutional investors, providing investment management, financial planning, and related services. The firm employs an integrated wealth-management approach with tactical option strategies and maintains active roles as a sub-adviser to various funds, supported by a network of affiliated entities offering trust, tax, insurance, and brokerage services.

Jonathan Boyack is a Series 65-licensed financial advisor at MAI Capital Management, LLC with one year of industry experience. Prior to joining MAI in 2026, he held roles at Evoke Advisors, Sepio Capital, North Island Credit Union, and Benrich Service Company. He studied at Brigham Young University from 2020 to 2024. MAI Capital Management provides discretionary and non-discretionary investment management, 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 and offers integrated financial planning, with $72.3 billion in assets under management as of May 2026.

Jeffrey Bannon is a financial advisor with Lincoln Investment, holding a Series 66 designation and 17 years of industry experience. He has worked at Lincoln Investment since 2012 and is a partner at The Rawls Group, where he assists family-owned businesses with succession planning. In addition, he serves as Vice President and CFO of the Sideline Supporters Boosters Club, a nonprofit organization focused on fundraising for youth sports. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, utilizing an in-house Investment Management & Research team to develop strategic model portfolios and adaptive investment strategies.

Jon Wingent is a CFP® and Series 65-licensed financial advisor at Cerity Partners LLC with four years of industry experience. He previously worked at Morton Wealth and Schroders Personal Wealth. He serves as an Investment Committee Member for the British Benevolent Society of California, a nonprofit organization. Cerity Partners advises a diverse client base, including high-net-worth individuals and institutions, offering customized wealth management services that integrate proprietary quantitative methods with third-party and direct investment strategies.

Maria Elena Bird is a financial advisor at Lido with nine years of industry experience. She holds Series 65 and Series 66 designations and has worked at firms including CBIZ, Inc, Addepar, Inc, and The Ayco Company LP. Lido advises a diverse client base, including high-net-worth individuals, family offices, charitable organizations, and pension plans, offering investment management, financial planning, and family office services. The firm uses an integrated wealth-management approach balancing various asset classes and employs tactical and defined-risk option strategies through discretionary and non-discretionary accounts, sub-advisers, and private funds.

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.