Aplavya Gupta is a financial advisor at Mercer Global Advisors Inc. with seven years of industry experience. She holds a Series 65 designation and previously worked at SB Capital Management, Inc. for six years. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other strategies, alongside client education and specialized programs.

John Reitnouer is a financial advisor at D.A. Davidson & Co. with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 2013. He serves as an Honorary Director of the Pasadena Tournament of Roses Association and as a Director for Five Acres, a nonprofit supporting children and families in crisis, where he also advises on the group’s 401(k) plan. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Christian Ardon is a financial advisor with GWN Securities Inc. holding a Series 66 credential and five years of industry experience. Prior to joining GWN Securities in 2021, he worked at Equitable Advisors and AXA Advisors, and has a background that includes roles outside finance. He is also an associate with LA Pension Planners, where he provides financial strategy consultations, and an insurance agent specializing in fixed life insurance and annuity products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth investors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a notable legacy of market-timing and momentum-based strategies.

Tariq Maiden is a financial advisor at Lido with nine years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Ameriprise Financial Services, Northwestern Mutual Wealth Management, and Fidelity Investments. Outside of his advisory work, Maiden owns Riverside Pickling, a retail business. Lido serves a diverse client base that includes high-net-worth individuals, family offices, trusts, estates, charitable organizations, and institutional clients. The firm employs an integrated wealth-management approach with a focus on asset allocation and tactical option strategies, and it is notable for its active sub-advisory roles and extensive affiliated capabilities.

Michael Chavez is a financial advisor with TIAA-CREF in Pasadena, CA, holding Series 66 and Series 63 credentials and bringing 11 years of industry experience. His prior roles include positions at Morgan Stanley and E*TRADE Securities. He is currently with TIAA-CREF, where he has worked since 2023. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm offers model and customized portfolio management under fiduciary standards within a vertically integrated structure that includes affiliated funds.

Elarsen Flores is a financial advisor at Citigroup Global Markets with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citibank N.A. since 2008. Citigroup Global Markets serves individual and institutional clients across various segments, including workplace, high-net-worth, and ultra-high-net-worth. The firm offers a broad range of investment advisory programs and execution services, implementing multi-asset, multi-manager strategies with both discretionary and non-discretionary options.

Conner Dabish is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Lido. His prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as Plante Moran. Lido advises a diverse client base that includes high-net-worth individuals, family offices, and institutional investors, offering comprehensive wealth management and affiliated services. The firm employs an integrated investment approach featuring tactical options strategies and manages approximately $42.5 billion in assets.

Anthony Clay is a financial advisor at Lido with two years of industry experience. He holds a Series 65 designation and has worked at several firms, including Freestone Capital Management and Whittier Trust Company. Clay’s background also includes service in the United States Navy. Lido serves a broad range of clients, including high-net-worth individuals, family offices, and institutional entities, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with diverse asset allocation and tactical option strategies, and it is notable for its active sub-advisory role and extensive affiliated capabilities.

Jason Jin is a financial advisor with GWN Securities Inc. in Brea, CA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Equitable Advisors and AXA-Advisors, LLC. Outside of his advisory work, he is also engaged as a financial consultant involved in the direct sales of insurance products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, combining traditional asset allocation with legacy market-timing and momentum strategies.

Carol Cory is a CFP® with 46 years of industry experience, currently with PlanMember Securities Corporation since 1998. She is also co-owner and secretary-treasurer of Surety Investment Services, where she has been involved since 1982. PlanMember Securities Corporation 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 employs a strategic asset allocation framework and manages risk-based mutual fund portfolios, delivering education and support services including seminars and personalized retirement planning.

Yelena Kalashnikova is a financial advisor at TLG Advisors, Inc. with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including J.P. Morgan Securities, Wescom Financial Services, and CUSO Financial Services. Outside of her advisory role, she serves as a certified swim official for USA Swimming. TLG Advisors, Inc. serves a diverse client base including individuals, trusts, charitable organizations, corporations, and institutional investors. The firm’s investment approach focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, and it offers both customized portfolio management and a direct-to-consumer digital program.

Scott Poelman is a financial advisor at Lido with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Olympus Wealth Management and CS Planning Corp. Poelman serves as a trustee for multiple family trusts involved in estate planning investments. Lido advises a diverse client base including high-net-worth individuals, family offices, and institutional entities, offering investment management, financial planning, and family office services. The firm uses an integrated wealth-management approach and is notable for its active sub-advisory roles and a range of affiliated capabilities in trust, tax, insurance, and brokerage services.

Sarah Penelope Grant is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2022, following prior roles at JPMorgan Chase Bank NA and JPMorgan Securities LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including functioning as a security-based swap dealer and futures commission merchant.

Sagar Sheth is a financial advisor at Lido with a Series 66 designation and seven years of industry experience. He has held positions at firms including TD Ameritrade, Charles Schwab, Fidelity, and Morgan Stanley before joining Lido. Outside of his advisory work, he is a partner in a food and beverage production business. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional entities, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach utilizing a range of asset classes and option strategies, and it is notable for its active sub-advisory role with several investment funds and extensive affiliated capabilities.

Katherine Reitnouer is a financial advisor at D.A. Davidson & Co. in Pasadena, CA, holding a Series 66 designation with 11 years of industry experience. She has been with D.A. Davidson since 2014. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts.

Oswald Donaldson is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 license, and has 38 years of industry experience. He previously worked at Advisory Group West for 18 years and Osaic FA, Inc. for 6 years. Donaldson also spends a small portion of his time involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors. The firm provides adviser support through managed account programs, access to third-party asset managers, and custody and clearing services, managing roughly $212.7 billion in client assets.

Belete Alemu is a financial advisor with Valic Financial Advisors and holds Series 63 and Series 65 licenses. He has 30 years of industry experience and has been with Valic Financial Advisors since 2013. Prior to that, he has been associated with Agia since 2022, where he is involved with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Nubia Alvarenga is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and seven years of industry experience. She has been with Citibank since 2006, totaling 20 years in her broader career. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional scale with specialized market roles and proprietary research capabilities.

Gabrielle Dinsdale is a financial advisor at GWN Securities Inc. with a Series 66 credential and one year of industry experience. Prior to joining GWN Securities, she has held roles in education and hospitality, including work at Miss Bee's Tutoring and the Ritz-Carlton Bacara. GWN Securities provides investment advisory services to individual and corporate clients through multiple managed account programs and financial planning options. The firm employs a mix of affiliated and unaffiliated sub-advisers and uses market-timing and momentum-based strategies in its legacy programs.

Raymond Lew is a financial advisor at Oppenheimer with 32 years of industry experience. He holds a Series 63 designation and has worked at Fahnestock & Co. Inc. since 2003. Based in Los Angeles, CA, he is affiliated with one of the larger advisory firms in the industry. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory portfolios covering equity, balanced, and fixed income strategies.