Miguel Jacobo is a financial advisor at D.A. Davidson & Co. with six years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Partners Federal Credit Union, JPMorgan Chase Bank, Ameriprise Financial Services, Kinecta Federal Credit Union, Wells Fargo Bank, and Learn4Life. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored 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, and operates under fiduciary standards defined by the Advisers Act and ERISA.

Donna Feder is a financial advisor with Integrated Wealth Concepts LLC, holding one year of industry experience. She is also a partner at Duffy Kruspodin LLP, a CPA firm where she has worked since 2007. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Scott Bird is a financial advisor at Lido with 12 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for ten years at Olympus Wealth Management. Bird is involved as a member of several investment-related LLCs associated with his prior firm, where he participates in general oversight and investment decisions. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, offering integrated wealth management services that encompass investment management, financial planning, and estate and retirement planning. The firm employs a diversified investment approach with discretionary asset management and utilizes third-party managers and sub-advisers.

Anthony Motamedi is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with PlanMember since 2002 and has been president of Legacy Financial Group, Inc., where he sells fixed annuities and life insurance products, since 2003. He is also a general partner of Sylvan Property LLC. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach is centered on strategic asset allocation and managing risk-based mutual fund portfolios, supported by education and personalized planning services.

Lance Burks is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Burks is based in Los Angeles, CA. 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 operates as both an investment advisor and a registered broker-dealer, offering a range of portfolio management, financial planning, and consulting services through a Private Advisor model and an integrated investment platform.

Lynze Douvros is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and having six years of industry experience. She has worked at Legacy Financial Group, Inc. and PlanMember Securities Corporation since 2019, and has operated her own insurance sales business under the name Lynze Hostetter since 2015. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach centers on a top-down strategic asset allocation framework, offering risk-based mutual fund portfolios and a range of educational and support services to plan sponsors and participants.

Stasia Cato Washington is a financial advisor at Lido with 22 years of industry experience. She holds a Series 66 designation and previously worked for First Foundation Advisors for 10 years. Since 2009, she has been co-owner of Palazzo Concessions, a business focused on national airport concession contracts. 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 including investment management, financial planning, family office services, and estate planning, with strategies spanning equities, fixed income, structured notes, real estate debt, and alternatives.

Arianna Stern is a financial advisor at Schwab Wealth Advisory with two years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at Charles Schwab and Charles Schwab Bank, as well as experience with Money Positive Cooperative and Fun Factory USA. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, utilizing Schwab’s asset allocation models and research tools to recommend investments across various asset classes. The firm operates as an internal advisory unit within Charles Schwab and conducts annual reviews without exercising discretionary trading authority.

Wayne Gelineau is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill for 11 years before joining Rockefeller Financial in 2020. Outside of his advisory role, Gelineau owns Sunset Music, a sole proprietorship through which he records and sells original music online. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Ryan Erlanger is a financial advisor at Lido with a Series 65 designation and three years of industry experience. His prior work includes roles at Fountainhead Advisors, Wells Fargo, and RBC, as well as academic positions at Penn State University. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other clients, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach that emphasizes diversification across multiple asset classes and options-based strategies, typically managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Dominic Cozzetto is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He has worked at Mariner Wealth Advisors since 2022, following roles at Adviceperiod LLC and BNY Mellon Wealth Management. He serves as a volunteer member of the investment committee for Goodwill Industries of Orange County, a nonprofit focused on economic empowerment. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm uses discretionary, customized portfolios that combine in-house research with third-party managers, and provides integrated tax and accounting services alongside traditional portfolio management.

Bernard Machlovitch is a financial advisor at Rockefeller Financial LLC with 23 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 both discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer offering a comprehensive investment platform and a Private Advisor model.

Sierra Argyle is a CFP® and Series 65 credentialed financial advisor at Lido with six years of industry experience. She has worked at Lido Advisors, LLC since 2019, following roles at Signature FD, LLC and Bessemer Trust. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and charitable organizations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach, including options-based strategies and diversification across various asset classes, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Kelly Oliver is a CFP®-designated financial advisor at Lido with seven years of industry experience. She has held positions at firms including XPS Capital, Purshe Kaplan Sterling Investments, and Chevy Chase Trust. Lido serves high-net-worth and ultra-high-net-worth clients, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Janice Osugi is a CFA® charterholder and holds Series 63 and Series 66 licenses, with six years of industry experience. She has worked at Lido Advisors, LLC since 2025 and previously spent four years at Bluepointe Capital Management, LLC. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm provides investment management, financial planning, family office services, and retirement and estate planning, employing an integrated wealth management approach with diversified strategies across multiple asset classes and options-based tactics.

Zachary Senn is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Capital Management, he worked at Innovative Wealth Building and has teaching experience at California State University, Fullerton, College of the Sequoias, El Diamante High School, and La Joya Middle School. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, insurance products, and placement and investment banking services.

Melanie Jones is a financial advisor at MAI Capital Management, LLC with 10 years of industry experience. She holds a Series 65 credential and has previously worked at Evoke Advisors, First Republic Investment Management, and INbalance Advisors. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and integrates financial planning, tax, and bill-pay services into client relationships.

Russell Toth is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 16 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fisher Investments and Scottrade. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base including institutions, charitable organizations, corporations, family offices, and individual clients. The firm emphasizes fundamental, quality-oriented equity research and offers a range of strategies while serving both traditional and less common clients such as sovereign wealth funds and other investment advisers.

Mady Yehia is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding a Series 63 credential and over 24 years of industry experience. She has worked at PlanMember since 2010 and operates a separate tax, accounting, and payroll services business under Securitax Financial Services since 2002. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering education and support through seminars and personalized retirement planning. The firm’s investment approach is based on a strategic asset allocation framework and risk-based mutual fund portfolios ranging from conservative to aggressive.

Christopher Nolan is a financial advisor at Lido with a Series 65 designation and two years of industry experience. He has previously worked at Andersen, LLC and Deloitte & Touche, as well as held roles at Merkle, Inc. and the University of Notre Dame. Outside of his advisory work, Nolan manages a personal family office investment entity, Beverly Capital LLC. Lido serves high-net-worth and ultra-high-net-worth clients, including individuals, family offices, trusts, and charitable organizations. The firm employs an integrated wealth management approach with diversification across multiple asset classes and implements options-based strategies both directly and through pooled vehicles.