Victoria Frazier is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 licenses. She has 24 years of industry experience, including 20 years at Merrill and has been with Citigroup since 2018. Citigroup Global Markets serves individual and institutional clients through Citi Private Bank, Citi Global Wealth at Work, and Citi Personal Wealth Management, offering a wide range of investment advisory programs and custody services. The firm uses multi-asset, multi-manager strategies and maintains a combination of large institutional scale with specialized market roles and arrangements.

Jonathan Drubner is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2025. His prior roles include positions at Lindbrook Capital, LLC, Intersect Capital LLC, and L & S Advisors, Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager investment approach that includes both affiliated and third-party managers, along with proprietary research and custom portfolio construction.

Evan Levy is a financial advisor at Lido with 13 years of industry experience. He holds a Series 65 designation and has been with Lido Advisors, LLC since 2015. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and corporations, 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 collaborating with third-party managers and sub-advisers.

Joseph Solomon is a CFP® professional with 40 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and has held roles at LPL Financial and Level Four Insurance Services, among others. He has operated his own financial group and company for several decades and has experience in tax preparation and accounting as president of Joseph Solomon Financial Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model, leveraging technology platforms and a range of investment strategies while offering both discretionary and non-discretionary advisory services.

Sharon Scarpa is a Series 65-licensed advisor with Lido in Los Angeles, CA. She has seven years of industry experience, including six years at Fountainhead Capital Management and two years combined at Lido Advisors. Prior to her financial advisory career, she worked four years at Thirty-One Gifts. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, and other clients with investment management, financial planning, and family office services. The firm employs an integrated wealth management approach that includes diversified asset allocation and options-based strategies, managing assets both directly and through pooled vehicles.

Thomas Faulkner is a financial advisor with Lincoln Investment, holding a Series 66 designation and 25 years of industry experience. He has worked with Lincoln Investment since 2012 and is also a partner at The Rawls Group, where he focuses on business succession planning. Faulkner serves on the board of the International Succession Planning Association. Lincoln Investment serves individuals, charitable organizations, businesses, and many employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning services and investment programs, using both strategic and dynamic approaches through its Investment Management & Research team.

Joel Van Buren is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He currently works at Lido Advisors, LLC and previously held roles at Exchange Capital Management Inc and Shotwell Rutter Baer Financial Planners. His background also includes positions at Michigan State University and Byrum Ace Hardware. 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 that includes diversification across various asset classes and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Haim Shepes is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 63 and Series 65 credentials and with 34 years of industry experience. His prior work includes roles at Legend Equities Corporation and Lincoln Investment, alongside running his own insurance and securities sales businesses. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary and offering a range of participant-level investment options. The firm’s investment approach centers on a strategic asset allocation framework with risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Joshua Miller is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Lido. He previously worked at Colorado Financial Management LLC for eight years. He is a member of CFM Holdings, LLC, which owns Lido's office space in Johnstown, Colorado. 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, utilizing a diversified and options-based investment approach across various asset classes.

Albina Hinrichsen is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds Series 63 and Series 66 designations and previously worked at TIAA and Wells Fargo. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and unique market roles, including in-house research and execution capabilities.

Jeffrey Miller is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Rockefeller Capital Management and Wells Fargo-affiliated firms. Outside of finance, he is a minority owner of Beer of the Day, a business focused on beer photography and descriptions. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with capabilities that include securities transactions, variable insurance products, and placement and investment banking services.

Nicole Hammick is a financial advisor at Lincoln Investment with three years of industry experience. She previously worked at Raymond James Financial and Cetera Investment Services, LLC. Outside of finance, she owns White Birch Herbal, LLC, a business that sells herbal products in Connecticut. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services using both strategic and dynamic approaches, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Rod Nakamoto is a CFP® with 33 years of industry experience, currently with Rockefeller Financial LLC. His prior experience includes roles at Bank of America, Merrill, and JPMorgan Chase. He serves as a trustee on the Board of Trustees and as president of the Board of Directors for USC Associates at the University of Southern California. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm combines a Private Advisor model with a consolidated investment platform to offer discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Scott Brokaw is a financial advisor at Lido with 12 years of industry experience and holds a Series 65 designation. He has been with Lido Advisors, LLC since 2015 and also operates as a life and health insurance agent through Scott Brokaw Insurance. 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 that includes diversification across multiple asset classes and options-based strategies, managing assets both directly and through pooled vehicles, often on a discretionary basis.

Edward Rusowicz is a CFP® certificant with 27 years of industry experience. He has worked at Kestra Advisory since 2016 and has been with Kestra Investment Services, LLC since 2005. Outside of his advisory role, he is a recording artist who owns master recordings and publishing rights for his music compositions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm supports ERISA fiduciary services, offers multiple management platforms and third-party solutions, and serves large institutional investors including sovereign wealth funds.

William Nail is a Series 65 licensed financial advisor at Lido with two years of industry experience. Prior to joining Lido Advisors in 2023, he worked at First Republic Bank and has experience with a beverage company, The Finnish Long Drink. He also has teaching experience at Santa Clara University and Greenwich High School. 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, retirement and estate planning, and access to third-party managers and sub-advisers, employing an integrated wealth management approach that includes diversification across asset classes and options-based strategies.

Steven Ralff is a CFA® charterholder with 21 years of industry experience. He is currently with Lido Advisors, LLC and previously worked at Fountainhead Advisors, LaSalle Securities, and Blackrock Investments, LLC. Outside of finance, he is a named partner in an interior design firm, AHR Design, LLC, based in Maplewood, NJ. Lido advises high-net-worth and ultra-high-net-worth clients, including family offices and charitable organizations, offering investment management, financial planning, and family office services. The firm employs a diversified investment approach across multiple asset classes and manages assets on a discretionary basis, often utilizing third-party managers and options-based strategies.

Stewart Schrader is a CFP® professional with 24 years of experience in financial advising. He is currently with Mercer Global Advisors Inc. and has previously worked with firms including SAGE Private Wealth Group, Raymond James Financial Services, Fifth Third Securities, and BMO Harris Financial Advisors. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with strategic use of low-cost index vehicles and tax management.

Jacqueline Riggs is a CFP® with nine years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. She previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. for eight and seven years respectively. Outside of her advisory role, she operates an online retail business on Etsy and serves on the advisory board for the Pi Beta Phi Fraternity. 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 combines portfolio management, financial planning, and consulting with broker-dealer services, offering clients a Private Advisor model supported by a consolidated investment platform across multiple asset classes.

Robert Bodner is a financial advisor at Corient with four years of industry experience. He holds a Series 65 designation and has previously worked at Checchi Capital Advisers and Green Harvest Asset Management. Bodner also contributed to the University of Southern California's MBA program. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investment options as appropriate.