Marisela Gonzalez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Citigroup since 2009. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Elizabeth Min is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She has been with Independent Financial Group since 2016 and is also the owner of T&J Financial Service, Inc., a business used for marketing financial and insurance services. Additionally, she operates as a licensed insurance agent offering various insurance products. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and corporate plans, providing financial planning and portfolio management through multiple platforms and third-party managers using a combination of passive and active investment strategies.

Charles Faulhaber is a CFP®, ChFC®, and Series 63 credentialed advisor with 19 years of industry experience. He is currently with Lido Advisors, LLC and has prior experience at Northwestern Mutual Investment Management and other wealth management firms. Lido serves a diverse range of clients including high-net-worth individuals, family offices, and institutional investors, offering comprehensive wealth management, financial planning, and affiliated trust, tax, insurance, and brokerage services. The firm employs an integrated investment approach with tactical and defined-risk option strategies, and is notable for its active sub-advisory roles and extensive in-house capabilities.

Michael Mcmullin is a financial advisor at Lido with seven years of industry experience and holds a Series 66 designation. His prior work includes roles at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with a focus on tactical and defined-risk option strategies and maintains active roles as a sub-adviser and investment company advisor.

Sarah Woodward is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2018. Prior to joining Citigroup, she was employed at Potomac Government Relations and has held academic positions at the University of Southern California. 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 unique market roles, including in-house research and execution services, and provides tailored discretionary solutions for high-net-worth clients.

Justin Cho is a CFP® professional with seven years of experience in the financial advisory industry. He currently serves at Lido Advisors, LLC and previously worked at LPL Financial, CFG Wealth Management, and the Social Policy Institute. Lido advises a diverse client base including high-net-worth individuals, family offices, and institutional entities, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with a broad asset allocation and distinctive options-based strategies, and it operates with a notable sub-advisory role in exchange-traded funds alongside extensive affiliated capabilities.

Michael Arteaga is a financial advisor at Mariner with seven years of industry experience. He holds a Series 66 designation and has previously worked at ICONIQ Capital, AdvicePeriod, and Merrill Lynch. Arteaga has also been affiliated with the University of San Francisco during his career. 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 employs discretionary, customized portfolios supported by both in-house research and third-party managers, along with integrated tax and accounting services and unique operational capabilities such as administrative CFO services and a financial wellness platform for employers.

Robert Cecil is a CFP® with 15 years of industry experience, currently with Focus Partners Wealth, LLC since 2025. His prior roles include six years at Churchill Management Group and three years at TIAA-CREF. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Kayla Cross is a financial advisor at Lido with seven years of industry experience. She holds the Series 66 designation and has worked previously at Madrid Retirement Advisors and LPL Financial. Outside of finance, she has experience at UC Irvine Housing and was involved with Sushi Bear. Lido serves a diverse client base, including high-net-worth individuals, family offices, charitable organizations, and pension plans, offering investment management, financial planning, family office services, and related trust, tax, insurance, and brokerage services. The firm employs an integrated wealth-management model with tactical and defined-risk option strategies and holds a notable role as a sub-adviser to investment funds.

Tan Doan is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds the ChFC® designation along with Series 63 and 66 licenses. His prior work includes roles at City National Bank and Wells Fargo. Outside of his advisory work, Tan Doan is the owner and landlord of a single-family rental property in Oxnard, California. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and pricing capabilities while providing solutions for high-net-worth and ultra-high-net-worth clients.

Roberto Morales Jr. is a financial advisor at D.A. Davidson & Co. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with D.A. Davidson 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 a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards for both advisory and retirement accounts.

Prabhjot Sekhon is a CFA® charterholder and holds a Series 65 license with two years of industry experience. He is currently with Lido Advisors, LLC, having joined the firm in 2026. Prior to this, he spent four years at Freestone Capital Management, LLC and several years involved with Sekhon Franchise Development. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts and estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs an integrated wealth-management approach balancing various asset classes and implements strategies through discretionary and non-discretionary accounts, sub-advisers, and private funds, while maintaining active roles in sub-advisory and investment-company management.

Matthew Sullivan is a CFA® charterholder with 15 years of experience in the financial services industry. He is currently with Citigroup Global Markets Inc., where he has held various roles since 2018, and previously worked at Deutsche Bank Securities Inc. from 2016 to 2018. Citigroup Global Markets Inc. serves individual and institutional clients across several wealth segments, offering a range of investment advisory programs and execution services. The firm combines large institutional scale with distinctive market roles, including in-house research and security pricing, and provides bespoke discretionary solutions for high-net-worth clients.

Robert Wareing is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 28 years of industry experience. His prior roles include positions at Raymond James, Merrill, UBS Financial Services, and Purshe Kaplan Sterling Investments. Outside of advisory work, he is involved in the film and entertainment industry as the managing member of ILL Luxury LLC, which develops scripts, produces films, and offers consulting services. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm’s investment approach focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, bonds, and alternative investments, supported by internal due diligence and strategic asset allocation.

Robert Elster is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Valic Financial Advisors since 2003 and also serves as an insurance agent with Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Alek Christensen is a financial advisor at Lido with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, E*Trade Securities, and Morgan Stanley. Lido advises a diverse client base, including high-net-worth individuals, family offices, and institutional investors, offering integrated wealth management with a focus on balanced asset allocation and tactical option strategies. The firm also serves as a sub-adviser to investment funds and provides extensive affiliated services such as trust, tax, and insurance solutions.

Jack Wildgoose is a Series 65-licensed financial advisor at Lido with one year of industry experience. His prior roles include positions at The H Wood Group and Loyola Marymount University. Lido serves a diverse range of clients, including high-net-worth individuals, family offices, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach featuring tactical option strategies and maintains a significant presence as a sub-adviser to investment funds.

Todd Morgan is a financial advisor at Hightower Advisors with over 56 years of industry experience. His prior roles include leadership positions at Bel Air Investment Advisors LLC and its affiliated entities. Morgan also serves as a strategic consultant for an entertainment production company, Silver-Katz Holdings, LLC. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm employs a manager selection and multi-manager approach, utilizing both affiliated and third-party managers across various investment strategies.

Patrick Robison is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His career includes roles at Creative Business Resources and Team UP, and he has owned an independent filming business in Los Angeles since 2014. He also acts as a trustee in a fiduciary capacity. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors, operating an open-architecture platform with multiple custodians and third-party money managers.

Joseph Rosol is a CFP® with 14 years of industry experience and has been with HighTower Advisors since 2016. He is based in Los Angeles, CA, and holds a Series 65 license. HighTower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a variety of investment vehicles.