Savitri Pai is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her prior experience includes roles at J.P. Morgan Chase Private Bank and Capital Bank & Trust Company. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach that emphasizes fundamental research and a long-term investment horizon. The firm implements portfolios through separately managed accounts, mutual funds, ETFs, and private equity or alternative strategy funds.

James Herrell is a CFA® charterholder with 12 years of industry experience. He has worked at NewEdge Advisors since 2022 and was previously with Beacon Pointe Advisors and Beacon Pointe Wealth Advisors from 2016 to 2022. He operates as an investment adviser representative solely with NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing a variety of program structures and technology tools to support both advisors and clients.

Jason Blumberg is a financial advisor at Lido with 11 years of industry experience. He holds the Series 65 designation and has been with Lido Advisors, LLC since 2015, including a recent role at IDB Lido Wealth, LLC. Lido serves 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 emphasizing diversification and options-based strategies, managing assets on a discretionary basis and often employing third-party managers and sub-advisers.

Michael Lindeman is a financial advisor at Lido with a Series 66 designation and six years of industry experience. Prior to joining Lido in 2025, he worked at RBC Capital Markets from 2018 to 2025. His earlier experience includes roles in recreation management and retail. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, and various institutional clients, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach with diversification across multiple asset classes and utilizes options-based strategies implemented directly in client accounts and through pooled vehicles.

Susan Chevalier is a financial advisor at TIAA-CREF with 21 years of industry experience. She has held positions at Fidelity Personal and Workplace Advisors and BlackRock prior to joining TIAA-CREF. Chevalier also serves as an adjunct professor at the University of Redlands, where she provides classroom instruction and mentors students. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing retirement plan relationships. The firm’s advisory model distinguishes between point-in-time planning services and ongoing portfolio management, utilizing both model and customized portfolios under a fiduciary standard.

Lynn Newman is a CFP® with 33 years of industry experience, currently serving at Eagle Strategies (NY Life) in Los Angeles, CA. She has worked with New York Life Insurance Company since 1991 and Nylife Securities LLC since 1992. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice and solutions across multiple program types and manages a significant portion of its assets on a non-discretionary basis.

Rachel Melroy is a CFP® professional with 16 years of industry experience currently serving at Capital Group Private Client Services, Inc. in Los Angeles, CA. She previously worked for Capital Bank and Trust Company for five years before joining her current firm in 2021. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach known as the “Capital System” that emphasizes fundamental research and long-term investment horizons. The firm offers access to separately managed accounts, mutual funds, ETFs, and certain private-equity and alternative strategy funds.

Neeraj Patel is a Series 65-credentialed financial advisor with 15 years of industry experience. He is currently with Capital Group Private Client Services, Inc., where he has worked since 2021, following five years at Capital Bank And Trust Company. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm uses a multi-manager approach called the “Capital System,” combining fundamental research and long-term portfolio segmentation across separately managed accounts, mutual funds, ETFs, and alternative investments.

Kevin Betts is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and 14 years of industry experience. His prior experience includes roles at CNR Securities, Citigroup, Rim Securities, City National Rochdale, Beneco, T Rowe Price, and American Funds. RBC Rochdale serves a diverse client base, including high net worth individuals, corporations, and charitable organizations. The firm employs a multi-strategy investment approach combining quantitative screening, fundamental analysis, and a proprietary Galaxy asset-allocation tool to tailor portfolios across various asset classes.

Brandon Nie is a financial advisor at Lido with Series 66 credentials and five years of industry experience. His prior roles include positions at Bessemer Trust, UBS Financial Services, and SLC CPAs. Lido serves high‑net‑worth and ultra‑high‑net‑worth clients, including family offices, trusts, and charitable organizations, offering investment management, financial planning, and family office services. The firm employs a diversified investment approach across multiple asset classes and options‑based strategies, managing assets primarily on a discretionary basis and utilizing third‑party managers and sub‑advisers.

John Hastings is a financial advisor at Lido with 14 years of industry experience and holds a Series 65 designation. He previously worked at Jackson Hole Capital Partners for 10 years and Financial Solutions for three years before joining Lido. 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, retirement and estate planning, and access to third-party managers and sub-advisers through an integrated wealth management approach that includes options-based strategies and diversified asset allocation.

Sebastian Payne is a financial advisor at D.A. Davidson & Co. in Pasadena, CA, with three years of industry experience. He holds a Series 66 designation and has previously worked in educational roles at Mathnasium and Gonzaga University. Outside of advising, he operates a business reselling video games on eBay. 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 offers a range of services under fiduciary standards, including retirement plan advice, financial planning, and private wealth management for high-net-worth individuals.

Elliott Brack is a financial advisor with MAI Capital Management, LLC, holding a Series 65 license and one year of industry experience. His prior work includes roles at Evoke Advisors, Manhattan West, and Gursey Schneider, LLP. MAI Capital Management 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 manages a broad range of strategies and incorporates financial planning, tax, and administrative services, with $72.3 billion in assets under management as of May 2026.

Christopher Lee is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He holds a Series 66 designation and previously worked at The Sterling Group from 2016 to 2019. 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 a range of portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Benjamin Finan is a CFP®-credentialed financial advisor at Lido with nine years of industry experience. Prior to joining Lido, he worked at 1st Source Bank and LPL Financial for seven years and held positions at Fidelity and Signpost. Outside of his advisory role, he serves as a basketball referee. Lido provides wealth management services to high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations. The firm employs a diversified investment approach across multiple asset classes and offers tailored strategies such as options-based management and access to third-party managers.

Jason Lee Sr. is a financial advisor at Lido with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fountainhead Capital Management, Morgan Stanley Private Bank, Merrill, and Bank of America. He operates out of Los Angeles, CA. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach that includes diversification across multiple asset classes and implements options-based strategies through discretionary management and third-party sub-advisers.

Syauching Hung is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Independent Financial Group since 2015. Outside of his advisory role, he is an independent contractor for JC Planning, involved in the sale of insurance products. 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 model portfolios tailored to various risk profiles.

David Salgado is a financial advisor with Eagle Strategies (NY Life) based in West Covina, CA. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His career includes roles at Elevate Legacies Wealth & Insurance Solutions and NYLIFE Securities LLC. Outside of his advisory work, he is appointed as an insurance broker for non-registered insurance products with outside carriers. Eagle Strategies serves a broad client base including individuals, defined contribution and benefit plans, and corporate and charitable clients. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailored recommendations and a predominance of non-discretionary asset management.

Matthew Ross is a financial advisor at Lido with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Lido, he worked at LPL Financial LLC and Exchange Capital Management Inc. 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 facilitates access to third-party managers and sub-advisers, employing a diversified and options-based integrated wealth management approach.

Jason Lefton is a financial advisor at MAI Capital Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Evoke Advisors and First Republic Securities Company. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutions. The firm offers a broad range of portfolio management strategies and combines financial planning with tax and administrative services, managing over $72 billion in assets as of May 2026.