Stephanie Schaaf is a CFA® charterholder with 10 years of industry experience. She has worked at Hightower Advisors since 2019 and also has experience with LourdMurray and City National Rochdale Investment Management. She is based in Beverly Hills, CA. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management along with access to various investment vehicles and proprietary research.

Jackleen Sawiris is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. She also owns and operates Duffy Kruspodin LLP, a tax preparation and accounting firm. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a primarily long-term investment approach.

Frank Willis is a financial advisor at Rockefeller Financial LLC with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Rockefeller Capital Management, Wells Fargo Clearing, and Bank of America. 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 services, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Benjamin Mueller is a financial advisor at Mariner with five years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, J.P. Morgan Securities, and PlanMember Financial Corporation. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal investment team and combines in-house research with third-party manager allocations across diverse asset classes.

Luke Foukas is a financial advisor at Lido with eight years of industry experience. He previously worked at Fountainhead Advisors, Btig, LLC, and Clarksons Platou Securities, Inc. Additionally, he is a licensed insurance agent in New Jersey for life insurance, though this activity occupies less than one hour per month. 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 diversification across multiple asset classes and implements options-based strategies, managing assets on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Joshua Chambers is a Series 65-licensed financial advisor with Mariner, based in Los Angeles, CA, and has four years of industry experience. His prior roles include positions at AdvicePeriod, Signature Estate & Investment Advisors, and Monarch Business & Wealth Management. Outside of finance, he was involved with Fresh Corn Grill for two years. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios combining in-house research and third-party managers, with notable integration of tax and accounting services and administrative family office capabilities.

Kyle Brockbank is a financial advisor with Lido in Los Angeles, holding a Series 65 designation and one year of industry experience. His prior roles include positions at Olympus Wealth Management, Fidelity Investments, and Deloitte. Outside of finance, he has work experience with Berrett Pest Control and involvement with the Church of Jesus Christ of Latter-day Saints. Lido advises high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and corporations. The firm offers integrated wealth management services with a focus on diversification across various asset classes and employs options-based strategies, managing assets primarily on a discretionary basis.

Kimberly Friedricks is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 22 years of industry experience. She holds a Series 65 designation and has been with Kayne Anderson since 1998. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse range of clients, including institutions, charitable organizations, corporations, family offices, pension plans, and individuals. The firm emphasizes fundamental, quality-oriented equity research and offers a variety of strategies across market capitalizations and sectors, serving both direct clients and other investment advisers.

Erik Clemente is a financial advisor at Lido with Series 65 and Series 63 credentials and three years of industry experience. His prior roles include positions at Addepar, Goldman Sachs, and Morgan Stanley. 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, utilizing an integrated wealth management approach that includes diversified asset classes and options-based strategies.

Michael Hess is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 21 years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he consults on entertainment projects for his wife's company, King's Daughter Inc. Park Avenue Securities LLC serves a diverse retail client base through brokerage and advisory services, offering proprietary and third-party investment programs, financial planning, and business consulting. The firm manages approximately $15 billion in regulatory assets and supports a range of investment strategies across discretionary and non-discretionary accounts.

Regina Monroe is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and JPMorgan Chase Bank NA. Monroe is based in Los Angeles, CA. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through a recapitalized ownership structure with significant institutional minority owners.

Alexandria Franco is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. She has four years of industry experience and has been with United Planners since 2018. In addition to her advisory role, she is a life-only insurance agent and is involved in tax preparation and accounting through associated firms in Thousand Oaks, CA. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, and institutional clients. The firm employs independent Investment Adviser Representatives and offers a range of advisory and brokerage services using multiple custodians and third-party managers.

Thomas Ryan is a financial advisor at Lido with a Series 65 designation and five years of industry experience. He previously worked at Avitas Wealth Management and has a background including roles at Payment Cloud and Pepperdine University. Outside of finance, he owns an e-commerce business called Daily LLC. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, and other entities, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach with diversification across multiple asset classes and manages both discretionary accounts and pooled investment vehicles.

Andrew Selu is a financial advisor at Prime Capital Financial with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Financial Engines Advisors and Fidelity in various advisory roles. Outside of his advisory work, he is co-owner of an e-commerce business with his wife focused on home decor and other items. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, retirement plan sponsorship, and family office solutions, employing diverse investment strategies and maintaining an affiliated accounting subsidiary.

William Leathers is a financial advisor at Lido with Series 63 and Series 65 credentials and three years of industry experience. He previously worked at Alliance Bernstein, St. Germain Investments, and OneDigital, and has experience in campus recreation and wellness at Elon University as well as at Chatham Beach & Tennis Club. Lido serves high-net-worth and ultra-high-net-worth clients, family offices, trusts, and other entities, offering investment management, financial planning, and family office services. 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.

Jamal Thompson is a financial advisor at Kestra Advisory with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kestra Advisory since 2020. Thompson also serves as a consultant for Domari Wealth Management, providing investment advice through an independent registered investment advisor. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm provides fiduciary consulting, plan design, and investment management services, and manages approximately $79.8 billion in assets, including relationships with large institutional investors such as sovereign wealth funds.

Michael Rader is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding Series 63 and Series 66 licenses with 16 years of industry experience. His prior roles include positions at LPL Financial, Prudential Insurance Company of America, and Wells Fargo Advisors. HSBC Securities (USA) Inc. offers a range of managed account programs serving individuals, retirement accounts, charitable organizations, and corporations, utilizing a combination of client-directed and discretionary investment strategies supported by HSBC Global Asset Management and affiliated providers.

Emily Kruthoff is a financial advisor at Lido with eight years of industry experience. She has held roles at Lido Advisors since 2019 and previously worked at Goldman Sachs & Co. from 2016 to 2018. Lido serves high-net-worth and ultra-high-net-worth clients including individuals, family offices, trusts, and charitable organizations. The firm employs a diversified, integrated wealth management approach incorporating equities, fixed income, alternatives, and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Michael Montgomery is a CFA® charterholder and Series 63 licensee with 10 years of industry experience. He is currently with Kayne Anderson Rudnick Investment Management, LLC, where he has worked since 2022. His prior experience includes roles at BMO Investment Distributors, LLC and B.C. Ziegler and Company. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, insurers, banks, family offices, and high-net-worth individuals. The firm’s investment approach centers on fundamental company-level research and incorporates proprietary governance and sustainability assessments across a range of active equity and fixed-income strategies.

Molly Ciprari is a financial advisor at MAI Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Evoke Advisors and Nuveen. Her background includes time at the University of Wisconsin - Madison and experience in education and other roles prior to entering the financial industry. MAI Capital Management, LLC provides investment management and wealth services to a diverse client base including high-net-worth individuals, families, sports professionals, and institutions. The firm offers customized portfolio strategies and integrates financial planning, tax, and administrative services across its offerings.