Ryan White is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and three years of industry experience. He previously worked at New York University and spent time unemployed before joining Rockefeller Financial in 2022. 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, and investment banking services.

Bansi Patel is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab, Patel held roles at Charles Schwab & Co. and has a background that includes significant time in education and community involvement through the Boys and Girls Club. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm offers guidance on asset allocation and investment selection using proprietary models and research tools, with a structure that compensates advisors through Charles Schwab & Co. rather than direct client billing.

Michael Shelton is a financial advisor at D.A. Davidson & Co. in Pasadena, CA, holding a Series 66 designation and 15 years of industry experience. He has been with D.A. Davidson & Co. since 2013. 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 services under the Advisers Act fiduciary standard, including retirement plan advisory and comprehensive financial planning, and is also active in municipal advising and underwriting.

Kyle Morton is a CFA® charterholder based in Los Angeles, CA, with four years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2025. Prior to Mercer, he was affiliated with Seventy2 Capital Wealth Management and Wells Fargo Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and other specialized products.

Yajaira Serrano is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at Rockefeller Capital Management, Wells Fargo Clearing, and Wells Fargo Bank, NA. Based in Los Angeles, CA, Serrano has been with Rockefeller Financial LLC since 2022. 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, including alternative investment placement and integrated trust and insurance capabilities.

Elen Arakelyan is a financial advisor at D.A. Davidson & Co. holding a Series 66 designation, with one year of industry experience. Prior to joining D.A. Davidson, she worked in various roles including positions at BPS Bioscience, the University of California, San Diego, and involvement with Youth League Tennis. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with significant assets.

Melissa Nasri is a financial advisor at Transamerica Retirement Advisors, LLC with eight years of industry experience. She holds Series 63 and Series 66 designations. Prior to her current role, she worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. She serves as treasurer for the Mark West Elementary PTA in Santa Rosa, CA. Transamerica Retirement Advisors provides services to participants in employer-sponsored retirement plans and IRA owners, focusing on asset allocation and retirement guidance through managed portfolios and non-discretionary recommendations. The firm utilizes Morningstar Investment Management for portfolio construction and serves a large client base with a high client-to-advisor ratio.

James Duncanson is a financial advisor at Lido with 21 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services Inc., PKS Advisory Services, LLC, and Avitas Wealth Management, LLC. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations. The firm provides investment management, financial planning, and family office services, employing an integrated wealth management approach that includes diversification across various asset classes and options-based strategies.

Matthew Almanza is a financial advisor at Citigroup Global Markets with eight years of industry experience. He has previously worked at UBS Financial Services, Royal Alliance, and NWF Advisory. Almanza holds Series 63 and Series 66 licenses and is based in Los Angeles, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm utilizes multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal oversight committees and a combination of in-house research, lending, and bespoke solutions for large clients.

Gaetano Sacco is a financial advisor at Lido with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fountainhead Capital Management, Mass Mutual Investors Services, and METLIFE SECURITIES. Outside of his advisory role, he serves as president of the Cornerstone Study Group, a nonprofit focused on investment learning and development. 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 including investment management, financial planning, family office services, and estate planning, with a diversified approach that incorporates equities, fixed income, alternatives, and options-based strategies.

Jonathan Teran is a CFP® with 24 years of industry experience, currently serving as an advisor at Lido since 2018. Prior to joining Lido, he worked for eight years at Capstone Pacific Investment Strategies. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles with an integrated wealth management approach. The firm employs diversified strategies across various asset classes and implements options-based strategies, often managing assets on a discretionary basis and collaborating with third-party asset managers and sub-advisers.

Arin Moradian is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked with multiple firms including Blue Cedar Financial and Insurance Solutions and Capital Edge Insurance & Financial Services, Inc. He is also involved in brokering property and casualty insurance products in addition to life and health insurance. 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 investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

Douglas Barrera Ventura is a financial advisor at HSBC Securities (USA) Inc. with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at HSBC Bank USA and HSBC Securities since 2018, following five years at JP Morgan Chase Bank and JP Morgan Securities. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, offering both discretionary and non-discretionary investment solutions. The firm employs a structured investment process with multiple risk profiles and utilizes affiliated and third-party providers for advisory, fund selection, and administrative 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.

Summer Odin is a CFP® with 11 years of industry experience currently with D.A. Davidson & Co. She has held prior roles at Wells Fargo Bank NA and its affiliates, as well as the Small Business Administration in the US Federal Government. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

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.

Trisha Beharie is a financial advisor with Eagle Strategies (New York Life) based in Glendale, CA. She holds Series 63 and Series 66 credentials and has five years of industry experience. Prior to her current role, she worked with JHB Management and has involvement as a member of the Screen Actors Guild-American Federation of Television and Radio Artists and Actors Equity. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Arianna Stern is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 65 licenses and two years of industry experience. She previously worked at Charles Schwab Bank and Charles Schwab, and has experience working with Money Positive Cooperative and Fun Factory USA. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset-allocation models and internal research tools.

Scott Swanson is a CFA® charterholder with eight years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2022, following eight years at Covington Capital Management. Based in Los Angeles, he holds Series 63 and Series 65 licenses. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation and customized portfolio solutions.