Nicole Hammick is a financial advisor at Lincoln Investment with a Series 66 credential and four years of industry experience. Her prior roles include positions at Raymond James Financial and Cetera Investment Services. Outside of finance, she owns White Birch Herbal, LLC, where she crafts and sells herbal tea blends and related products in Connecticut. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive strategies.

Rod Nakamoto is a CFP®-credentialed financial advisor with 33 years of industry experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having previously worked at Bank of America, Merrill, J.P. Morgan Securities, Deutsche Bank Securities, and Citigroup Global Markets. Nakamoto serves as a trustee and president of the board for nonprofit entities affiliated with the University of Southern California. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides a consolidated investment platform with discretionary and non-discretionary solutions across various asset classes.

Scott Brokaw is a financial advisor at Lido with 13 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. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and charitable organizations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management model and is known for its active sub-advisory roles and extensive affiliated capabilities.

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 financial advisor at Lido with a Series 65 designation and three years of industry experience. His prior roles include positions at First Republic Bank and involvement with The Finnish Long Drink. Lido advises a diverse range of clients, including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional plans. The firm uses an integrated wealth-management model that balances multiple asset classes and employs tactical and defined-risk option strategies, while also serving as a sub-adviser to various funds and maintaining extensive affiliated capabilities across trust, tax, insurance, and brokerage services.

Steven Ralff is a CFA® charterholder with 22 years of industry experience. He is currently with Lido Advisors, LLC and has previously worked at Fountainhead Advisors, LaSalle Securities, and BlackRock Investments. Outside of finance, he is a named partner in an interior design firm, AHR Design, LLC, based in Maplewood, New Jersey, alongside his spouse. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and institutional entities. The firm offers integrated wealth-management services and employs a comprehensive investment approach incorporating equities, fixed income, alternatives, and options strategies, while also serving as sub-adviser to exchange-traded funds and managing affiliated financial service entities.

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.

Chad Anderson is a financial advisor at Centaurus Financial, Inc. with seven years of industry experience. He holds the Series 66 designation and has been with Centaurus Financial and Coles Capital Management since 2018. Prior to his advisory roles, he worked outside the financial sector at Corky's Kitchen & Bakery and served at California Polytechnic State University, San Luis Obispo. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and institutions, providing financial planning, portfolio management, retirement-plan consulting, and advisory management of annuity and variable life sub-accounts. The firm employs a combination of fundamental, technical, and top-down analysis across both discretionary and non-discretionary arrangements.

Reiji Kodama is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he held positions at HV Global Group, Inc., Irvine Management Company, and Vistana Vacation Ownership, Inc. His work history also includes six years at Marriott International. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a broad range of investment and consulting services across discretionary and non-discretionary accounts. The firm manages equity, balanced, and fixed-income portfolios with a focus on strategic and tactical asset allocation, while also maintaining custody of client assets as a qualified custodian.

Iris Ilao is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 licenses, bringing 22 years of industry experience. She is also the owner and president of Polaris Lighthouse, Inc., a private business offering pack and ship services, mailbox rentals, and gift shop sales. Ilao has worked at Powell Financial Group, Argosy Wealth Management Corporation, Mutual Securities, Inc., and Cetera Advisor Networks during her career. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Amir Baker is a financial advisor at Hightower Advisors with a Series 65 credential and one year of industry experience. He previously worked at Tran Capital Management for nine years prior to joining Hightower Advisors. 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 affiliated and third-party managers, proprietary research, and a variety of portfolio construction options.

David Daughtrey is a CFP® and CFA® with 32 years of industry experience. He is currently with Lido Advisors, LLC and has held prior roles at Purshe Kaplan Sterling Investments, Copperwynd Financial LLC, Commonwealth Financial Network, and Walnut Street Securities, Inc. Daughtrey is also licensed as an independent insurance agent for various insurance companies. Lido serves a diverse client base, including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach incorporating equities, fixed income, alternatives, and tactical option strategies, and it maintains an active role as a sub-adviser and investment company in addition to its range of affiliated financial services.

Andrea Shieh is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She has prior experience with firms including Boulevard Family Wealth Services, The Leaders Group, Bank of America, and Merrill Lynch. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified portfolios using low-cost ETFs, index funds, and other strategies, alongside educational programming and integrated service platforms.

Zara Guivi is a financial advisor at D.A. Davidson & Co. with 16 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at City National Securities, Unionbanc Investment Services, Perennial Investment Advisors, Perennial Financial & Insurance Services, LLC, and LPL Financial LC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with more than $20 million in net worth.

Kevin Monaco is a financial advisor at William Blair with 32 years of industry experience and holds Series 63 and Series 65 licenses. He previously worked at Dynasty Financial Partners, Oppenheimer, D.A. Davidson & Co., and Wells Fargo Clearing. Based in Los Angeles, CA, he joined William Blair in 2026. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and offers proprietary models and access to private funds through its MB Investments Program.

Heather Wald is a financial advisor at Hightower Advisors with nine years of industry experience. She holds a Series 66 designation and previously worked at Bel Air Securities LLC, Bel Air Investment Advisors LLC, and Bel Air Management Company LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing an advisory model that emphasizes manager selection and multi-manager solutions with access to affiliated and third-party managers.

Tyler Tevich is a financial advisor at Lido with seven years of industry experience. He holds a Series 66 designation and has worked at Lido Advisors, Northern Trust Bank, Northern Trust Securities, and The Ayco Company. Prior to his advisory career, he was involved in professional development at the University of Wisconsin-Madison and briefly worked at Whiskey Jacks Saloon. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and pension plans, offering investment management, financial planning, and family office services. The firm uses an integrated wealth-management approach with a focus on tactical and defined-risk option strategies and maintains an active role as a sub-adviser to various funds.

Ana Viramontes is a financial advisor at Citigroup Global Markets with two years of industry experience. She has been with Citibank since 2014. Ana holds a Series 66 designation and is based in Simi Valley, California. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies and maintains in-house research and security-pricing functions, supporting customized solutions for high-net-worth and institutional clients.