Kevin Kramer is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. from 2008 to 2021 before joining Rockefeller. 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 portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Keith Andreasen is a CFP®-certified financial advisor at Lido with two years of industry experience. His prior roles include positions at Modera Wealth Management and NexGen Financial Group. 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, and family office services, employing a diversified approach across multiple asset classes and options-based strategies.

Ramsey Andrijevich is a CFP® with six years of industry experience, currently serving at Lido Advisors, LLC since 2023. His prior roles include positions at First Foundation Advisors, Purus Wealth Management, and Waddell & Reed. 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, employing an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Ming Wai Kwok is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs through discretionary and non-discretionary models. The firm combines large institutional scale with specialized market roles, providing a broad set of advisory and execution services.

Brian Estep is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Lido. His prior roles include positions at Mercer Global Advisors Inc., Raymond James Financial Services, and TIAA. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm uses an integrated wealth management approach that incorporates diversification across various asset classes and implements options-based strategies, managing assets primarily on a discretionary basis.

Monika Mugg is a CFP® certificant with 20 years of industry experience, currently serving at MAI Capital Management, LLC. She has previously worked at Evoke Advisors and First Republic Securities Company. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm customizes portfolio management and asset-allocation strategies using a variety of investment approaches and serves both product-sponsor and advisory roles, managing over $72 billion in assets.

Andrew Crowell is a financial advisor with D.A. Davidson & Co. in Pasadena, CA, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with D.A. Davidson since 2016. Outside of his advisory role, he serves on the boards of several nonprofit organizations, including the YMCA and the California Vintage Wine Society, where he is board chair. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm emphasizes fiduciary standards and employs both qualitative and quantitative methods to provide advisory, retirement plan services, and wealth management, with additional capabilities in municipal advising and custodial services.

Raymond Fleming is a financial advisor at Wealth Enhancement Advisory Services, LLC with Series 65 and Series 66 credentials. He has been in the industry since 2023, with prior experience at Wells Fargo and educational background including Colorado College and Polytechnic School. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified investment approach blending passive and active managers, supported by an internal Investment Committee.

Alan Bonde is a financial advisor with Mariner in Los Angeles, CA, holding a Series 65 designation and 11 years of industry experience. His prior roles include positions at AdvicePeriod, LLC and GenSpring Family Offices, LLC. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, and provides specialized solutions such as ERISA 3(38) retirement plans and integrated tax and accounting services.

Jonathan Van Dijk is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Bank of America, N.A., and Merrill. He is based in Los Angeles, CA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains large institutional scale combined with specialized market roles.

Peter Lee is a CFA® charterholder with 12 years of experience in the financial industry. He is currently with Lido Advisors, LLC and previously worked at Avitas Wealth Management and UBS. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and other entities, providing investment management, financial planning, family office services, and estate planning. The firm uses an integrated wealth management approach that includes diversified strategies across multiple asset classes and implements options-based strategies both directly and through pooled vehicles.

Christopher Gomez is a CFP® professional with ten years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has held prior positions at Fidelity Investments, E*TRADE Capital Management, U.S. Bancorp Investments, and US Bank. Gomez holds active insurance licenses including life, accident, health, and variable annuity insurance. Mercer Global Advisors provides comprehensive financial services to individuals, families, small business owners, and institutional clients, offering investment advisory, retirement plan consulting, and estate planning. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and specialized strategies, supported by extensive client education and integrated service platforms.

Daniel Leong is a CFP® and holds a Series 65 license, with four years of industry experience. He currently works at Lido and has prior experience at Morgan Stanley, Oracle Corporation, and the University of Southern California. 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 retirement and estate planning, utilizing a diversified investment approach that includes equities, fixed income, structured notes, real estate debt, alternatives, and options-based strategies.

Vince Vu is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and nine years of industry experience. He has been with City National Rochdale since 2015. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management along with sub-advisory and model delivery services. The firm employs a multi-strategy investment approach that integrates quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes.

Nadine Ibrahim is a financial advisor at D.A. Davidson & Co. with one year of industry experience. She previously worked at UBS Financial Services, Inc. and Advantage Xpo. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers a range of services under fiduciary standards, including retirement plan advisory, financial planning, and a Private Wealth program for clients with significant net worth.

Andrew Shestek is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Greater Nevada Credit Union and spent four years in full-time education prior to his advisory roles. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Joo Kyung Lee is a financial advisor at TLG Advisors, Inc. with eight years of industry experience. Lee holds Series 63 and Series 65 credentials and has worked at firms including The Leaders Group Inc, Ameritas Advisory Services, and The Prudential Insurance Company of America. Outside of investment advisory roles, Lee is involved as a Medicare agent assisting seniors with Medicare insurance enrollment. 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 portfolio management, financial and estate planning, and ERISA fiduciary services. Its investment approach includes fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program that allocates clients into passive, active, or blended fund portfolios reviewed quarterly.

Andrew Ielmini is a Series 66-licensed financial advisor at Lido with seven years of industry experience. His prior roles include positions at Neuberger Berman, City National Bank, and RBC Capital Markets. 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, family office services, and estate planning, utilizing diversified strategies across various asset classes and options-based approaches.

Cheryl Hom is a Series 66 licensed financial advisor at First Citizens Investor Services, Inc. with 19 years of industry experience. She previously worked at Bank of the West and BancWest Investment Services from 2015 to 2023. First Citizens Investor Services serves a range of clients, including high-net-worth individuals, pension plans, charitable organizations, and businesses, offering advisory and brokerage services with a focus on customized portfolio management, financial planning, and tax-aware strategies.

Joyce Thomas is a financial advisor at Independent Financial Group, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Independent Financial Group since 2015. Joyce is the sole owner of JTW Financial Services, a DBA used for marketing purposes. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services, utilizing both in-house and third-party models to deliver tailored investment strategies.