Caleb Powell is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 21 years of industry experience. He has been with Kayne Anderson Rudnick since 2004. Powell holds a Series 65 credential and is based in Los Angeles, CA. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, registered investment advisers, pension plans, and individuals. The firm emphasizes fundamental, quality-oriented equity research and implements its investment views across multiple strategies, serving both direct clients and other advisers through sub-advisory and model portfolios.

Andrew Cuevas is a financial advisor at TLG Advisors, Inc. based in Los Angeles, CA, with 13 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including Gideon, The Leaders Group Inc, Gideon Strategic Partners, M Holdings, Equitable Advisors, and AXA Advisors. TLG Advisors, Inc. serves a diverse client base ranging from individuals and high-net-worth clients to institutional investors. The firm focuses on investment supervisory services, portfolio management, and comprehensive financial planning, employing a manager selection process and Modern Portfolio Theory to build diversified portfolios, while also offering a digital investment program known as Starlight Portfolios.

Ashish Patel is a financial advisor at Lido with five years of industry experience and holds a Series 66 designation. Prior to joining Lido, he worked at BluePointe Capital Management and held various roles at First Command Insurance and Brokerage Services. In addition to his advisory work, Patel serves as a Reserve Officer and Safety Officer in the United States Air Force and as a First Officer for United Airlines. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, estates, and pooled investment vehicles. The firm employs an integrated wealth management approach that incorporates diversified asset classes and options-based strategies, managing assets on a discretionary basis and often utilizing third-party managers and sub-advisers.

Munir Tager is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has two years of experience in the financial industry, having worked with NYLIFE Securities LLC and New York Life Insurance Company. Outside of advising, he serves as a board member and secretary for LeTip International Inc., a professional leads organization for business owners and entrepreneurs. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, primarily on a non-discretionary basis, and integrates advisory services with insurance and annuity products through its affiliation with New York Life.

Anthony Shiao is a financial advisor with TIAA-CREF in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with TIAA and TIAA-CREF since 2007. 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 relationships through TIAA-administered employer retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, operates as a fiduciary for its RIA services, and acts as adviser to a donor-advised fund.

Christine Geoffray is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney for 16 years before joining Rockefeller Capital Management and Rockefeller Financial in 2025. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, discretionary and non-discretionary portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, brokerage and placement capabilities, and access to alternative and private investments, operating under a recapitalized ownership structure with significant institutional minority owners.

Brendan Van Cleve is a financial advisor at Lido with 20 years of industry experience. He holds a Series 66 designation and has been with Lido Advisors, Inc. since 2014. His prior experience includes roles at Asset Planning Solutions, Inc. and Ken Stern & Associates. 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 with a diversified investment approach, including equities, fixed income, structured notes, real estate debt, alternatives, and options-based strategies, often managing assets on a discretionary basis and collaborating with third-party managers.

Tyler Jones is a financial advisor at MAI Capital Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Evoke Advisors and L Squared Capital Partners, LLC prior to joining MAI. His background also includes roles at UCLA Undergraduate Admission and St. Margaret's Episcopal School. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into many client relationships.

Mitchell Spinneberg is a financial advisor at Mariner with seven years of industry experience. He holds a Series 65 designation and previously worked at AdvicePeriod, LLC and the University of San Diego. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing customized portfolios with in-house research and third-party managers.

Justine Fonseca is a CFP® and holds a Series 65 license with 13 years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2023, following a 17-year tenure at Gamble Jones Investment Counsel. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high- and ultra-high-net-worth individuals, families, trusts, estates, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as discretionary and non-discretionary investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing customized, diversified asset allocation and periodic portfolio monitoring.

Ricardo Escobosa is a financial advisor with First Citizens Investor Services, Inc. He holds a Series 66 designation and has experience working at First Citizens Investor Services since 2023, following roles at The Northern Trust Company and Wells Fargo Bank. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm combines risk- and outcomes-based asset allocation with fundamental, quantitative, and technical analysis, offering both discretionary and non-discretionary management alongside automated model portfolios and tax-aware services.

Yanhua Xu is a financial advisor at Citigroup Global Markets with nine years of industry experience. Xu holds a Series 66 designation and has worked at CitiGroup since 2022, with prior experience at Cetera and CTBC Bank. 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 large institutional scale with unique market roles, including in-house research, swap dealer and futures commission merchant operations.

Ryan Pittman is a financial advisor at Lido with CFP®, ChFC®, and Series 65 credentials and three years of industry experience. He previously worked at CG Advisory Services LLC and The Advancement Group. Outside of advisory work, he owns RP Systems LLC, a firearms and optics sales business, and is a sole proprietor involved in health insurance premium renewals. 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 integrated wealth management services across multiple asset classes and implements options-based strategies, managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Steven Lockshin is a financial advisor at Mariner with 31 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at B+ Institutional Services, AdvicePeriod, and Convergent Wealth Advisors. Outside of advisory roles, he is involved with multiple non-investment ventures, including developing estate planning software through OpenAdvisor Technologies and serving on the boards of a sustainable bottled water company, a SPAC, and Harlem Lacrosse. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, with notable integration of tax, accounting, and family office services.

Frohman Chen is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds the Series 66 designation and has worked at firms including Capital Group and Morgan Stanley. 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 combines large institutional scale with specialized market roles such as operating as a swap dealer and futures commission merchant.

Matthew Birkett is a CFP® professional with 21 years of industry experience, currently serving at Rockefeller Financial LLC in Los Angeles, CA. His prior experience includes 12 years at Bank of America and Merrill. 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 a range of portfolio management and financial planning services, organized around a Private Advisor model and a consolidated investment platform that provides discretionary and non-discretionary solutions across multiple asset classes.

Gary Arakawa is a CFP® and CFA® charterholder currently with Cerity Partners LLC in Los Angeles, where he has worked since 2022. He has 18 years of prior experience at Covington Capital Management. Arakawa holds a Series 63 license and has a total of 22 years in the financial industry. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors, with approximately $126.9 billion in assets under management. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio solutions.

Dillon Gracey is a CFP® professional at Lido with four years of industry experience. He previously worked at Goldman Sachs and United Capital before joining Lido Advisors, LLC. Dillon is based in Los Angeles, CA. 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 estate planning, utilizing diversified strategies across multiple asset classes and options-based techniques.

Benjamin Bruner is a financial advisor at Lido with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. He is based in Los Angeles, CA. 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 diversification across multiple asset classes and implements options-based strategies, often managing assets on a discretionary basis and using third-party managers as appropriate.

James Chartrey is a financial advisor with Lido in Los Angeles, CA, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Mariner Wealth Advisors and Principal Funds Distributor, Inc., among others. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, providing investment management, financial planning, and family office services. The firm employs a diversified investment approach incorporating equities, fixed income, alternatives, and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers.