David Brecher is a financial advisor with Eagle Strategies (NY Life) based in Los Angeles, CA, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been affiliated with Eagle Strategies since 1994 and has also operated Brecher Insurance and Financial Services since 2008. Outside of advisory work, he is involved in insurance product brokerage and holds passive investments in various real estate and early-stage private companies. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Loreen Washburn is a financial advisor with Rockefeller Financial LLC in Los Angeles, CA, holding a Series 63 designation and bringing 23 years of industry experience. Her prior firms include Wells Fargo Advisors and Wells Fargo Clearing, where she worked from 2012 to 2019, before joining Rockefeller Financial and Rock & Co LLC in 2019. 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, while operating as a registered broker-dealer that provides a range of investment products and services through a consolidated investment platform.

Tyler Olsen is a CFP® with 23 years of industry experience currently serving as an advisor at Lido. His prior roles include positions at Platte River Wealth Advisors and Wells Fargo Advisors. Lido serves 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, integrated wealth management approach that includes options-based strategies and frequently manages assets on a discretionary basis.

Rosa Melkonyan is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding Series 65 and Series 63 licenses with 13 years of industry experience. She has held roles at NYLife Securities LLC and New York Life Insurance Company since 2010 and operates her own firm, Trinity Capital Insurance and Financial Solutions LLC, focusing on brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Greg Satz is a financial advisor at Lido with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Avitas Wealth Management, PKS Advisory Services, and UBS Financial Services. He is also involved as a principal in alternative investment firms including Avitas Capital Management and Avitas Capital Partners. 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 investment management, financial planning, family office services, and estate planning, employing a diversified, options-based investment approach and frequently managing assets on a discretionary basis with the use of third-party managers.

Bradford Pollard is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 66 licenses. Pollard is involved in the wind-down process of the Wayne J. Pollard Insurance Agency, Inc., serving as CEO, CFO, and Secretary in his role as trustee of his late father’s estate. 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 combines large institutional scale with in-house research capabilities and unique market roles, providing a broad set of advisory, execution, and custody services.

Kevin Philip is a financial advisor with Hightower Advisors in Los Angeles, CA, holding a Series 66 designation and 22 years of industry experience. He previously worked at Bel Air Investment Advisors, Bel Air Securities, and Bel Air Management Company, where he served as a partner. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, discretionary and non-discretionary portfolio management, and access to various investment vehicles.

Amir Mossanen is a financial advisor with Truist Advisory Services in Beverly Hills, CA, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. His prior roles include positions at SunTrust Advisory Services, Wells Fargo Clearing, and Wells Fargo Advisors. He serves as an investment advisor to a family trust through Westminster Advisory LLC, which manages discretionary family investments. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research, with a notable focus on inter-affiliate integration and manager oversight.

Oren Cabir is a CFA® charterholder with 12 years of industry experience, currently serving at Kayne Anderson Rudnick Investment Management, LLC. His prior roles include positions at City National Rochdale, City National Bank, and Hapoalim Securities USA Inc. He serves on the board of governors for the CFA Society of Los Angeles. 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 offers a broad range of strategies implemented through consistent model portfolios and sub-advisory services.

Jake Mizrahi is a Series 66-licensed financial advisor at Kestra Advisory with three years of industry experience. Prior to joining Kestra, he held roles at HBO and Netflix. He also works with FIRST POINT FINANCIAL MANAGEMENT as a registered field assistant providing client support. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm provides services including fiduciary consulting, plan-level investment advice, and employee education, serving clients such as sovereign wealth funds and managing approximately $79.8 billion in assets.

Stacy Beattie is a financial advisor at Lido with 17 years of industry experience. She holds the Series 66 designation and previously worked at Stifel Nicolaus & Co Inc for five years before joining Lido Advisors, LLC in 2021. 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 services, including investment management, financial planning, and family office services, and employs diversified investment strategies across various asset classes, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Sonya O'Connor is a financial advisor with CWM, LLC holding a Series 66 designation and 19 years of industry experience. She has previously worked with LPL Financial and Cetera Wealth Services, and has operated Applied Financial Planning since 2002. In addition to advisory work, she is an enrolled agent providing tax preparation, representation, and planning services. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, managing accounts primarily on a discretionary basis using model portfolios governed by an in-house Investment Committee.

Gunit Bedi is a financial advisor at Lido with 23 years of industry experience and holds the Series 66 designation. He previously worked at Avitas Wealth Management and UBS Financial Services. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other institutions by providing investment management, financial planning, family office services, and estate planning. The firm employs a diversified, integrated wealth management approach that includes equities, fixed income, structured notes, real estate debt, alternatives, and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Max Severo is a Series 66-licensed financial advisor with Rockefeller Financial LLC in Los Angeles, CA, bringing three years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, N.A., as well as experience outside finance working at Harpers Restaurant and Brewpub. 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 a Private Advisor model with a consolidated investment platform that offers discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Dylan Isaacs is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Sanctuary Advisors, LLC, Sanctuary Securities, Inc., and UBS Financial Services. Dylan 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Benjamin Helvey is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley for eight years. He has been with Rockefeller Financial LLC since 2021 and is currently affiliated with Rockefeller Capital Management. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Naor Izik is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has five years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base of individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services through an extensive network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working with both retirement investors and a broad range of institutional sponsors.

Brent Coughenour is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Lido Advisors, LLC. His prior experience includes roles at Citizens Securities, Inc., PNC Investments, MML Investors Services LLC, and MassMutual. Lido advises 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 that utilizes diversification across multiple asset classes and options-based strategies.

David Patton is a financial advisor with TLG Advisors, Inc., holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at The Leaders Group Inc, Pacific Southwest Financial, and Regal Investment Advisors since 2017, and previously at Cambridge Investment Research Advisors from 2012 to 2017. Outside of advisory work, he is involved as an independent insurance agent and serves as a sales vice president at Capitas Financial. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Rafael Nieves Rios is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at The Vanguard Group and California Lutheran University. Outside of advising, he works as a freelance consultant focusing on research, marketing, writing, and administrative projects and tutors K-12 and college students. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning, serving a large participant base with a higher client-to-advisor ratio than many peers.