Sam Stavros is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2018, following a year at Bank of America and three years in the fitness industry. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and manages investments through both discretionary and non-discretionary programs.

Hui Zhang is a financial advisor at Independent Financial Group, LLC with 14 years of industry experience and holds a Series 66 designation. Prior to joining Independent Financial Group in 2020, Zhang worked at Cetera, East West Bank, and Merrill. Outside of advisory work, Zhang serves as an officer and director of Sunrise Lending Inc, a mortgage lending firm, and is involved in sales coaching with Crump Insurance Company. Independent Financial Group, LLC provides advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutions. The firm uses a combination of firm and third-party investment models and offers multiple portfolio management options, blending passive and active strategies across various risk profiles.

Victor Isidro is a financial advisor at Lido with a Series 65 credential and no prior industry experience. His work history includes roles at Sumitomo Mitsui Banking Corporation and Lido Advisors, LLC, as well as time in education at Boston College and Seton Hall Preparatory School. Lido serves high-net-worth and ultra-high-net-worth clients, including individuals, family offices, trusts, charitable organizations, and pooled investment vehicles. The firm offers investment management, financial planning, family office services, and retirement and estate planning, utilizing an integrated wealth management approach with diversification across multiple asset classes and options-based strategies.

Joseph Lumarda is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, holding a Series 65 credential with 17 years of industry experience. He previously worked at Capital Bank and Trust Company for five years before joining his 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 and a range of investment vehicles including separately managed accounts, mutual funds, and alternative strategy funds.

Tonnette Patterson is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Churchill Management Group and National Planning Corporation. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Henry Gitman is a financial advisor with Hightower Advisors in Los Angeles, holding a Series 66 credential and 12 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2014. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a variety of investment products such as mutual funds, ETFs, and alternative investments.

Nicholas Eguiazarian is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Smith Barney LLC and J.P. Morgan Chase Bank, N.A., among other firms. Outside of his advisory role, he is a partner in JLN Shoes LLC, a retail and online shoe business. 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, operating as both an investment adviser and a registered broker-dealer with capabilities including securities transactions, variable insurance products, and investment banking services.

Anthony Richardson is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Citigroup Global Markets with 19 years of industry experience. His prior roles include positions at City National Bank and Fidelity Brokerage Services LLC. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Christian Fontal is a financial advisor at EP Wealth Advisors with two years of industry experience. He holds a Series 65 designation and has worked previously at Charles Schwab & Co., Inc. Outside of finance, he has experience working at Indian Peaks Golf Course. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning, using customized model portfolios and a range of investment strategies including fundamental and technical analysis.

Justin Amrein is a financial advisor at MAI Capital Management, LLC with Series 65 credentials and one year of industry experience. His prior roles include positions at Evoke Advisors, Heritage Investors Management Corporation, and George Washington University. Outside of finance, he has experience with Tennis Central Corp and Chester Valley Golf Club. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio strategies implemented through in-house managers and third-party sub-advisers, integrating financial planning and tax services into many client relationships.

Nicholette La Frenier is a financial advisor at Citigroup Global Markets with one year of industry experience. She holds the Series 66 designation and has previously worked at Modern Woodmen of America and in various roles including teaching positions and financial services prior to joining Citigroup. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with comprehensive oversight, and supports bespoke discretionary solutions for high-net-worth clients.

Trevor Bush is a CFP® with 18 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. He has been with the firm since 2014. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for clients meeting certain asset thresholds. Their investment approach includes customized model portfolios and ongoing monitoring using fundamental, technical, and cyclical analysis.

Graham Foltz is a financial advisor at Lido with a Series 66 designation and two years of industry experience. His prior roles include positions at Nuveen Securities, Nuveen Asset Management, and Arrowmark Partners. Outside the financial sector, he has worked in hospitality and recreational settings, including a country club and a restaurant. 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 focusing on diversification across multiple asset classes and implements options-based strategies, managing assets primarily on a discretionary basis while utilizing third-party managers and sub-advisers when appropriate.

James Boyd is a CFP®-credentialed financial advisor with 39 years of industry experience. He is currently with Stratos Wealth Partners, Ltd., having joined in 2022, and previously worked at LPL Financial and National Planning Corporation. Boyd also operates Boyd Financial Planning and prepares tax returns through a related side business. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, advisor-managed wrap and non-wrap programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Maurice Franklin Jr. is a CFP® with five years of industry experience, currently serving as a financial advisor at Mariner. His prior work experience includes six years at Saks Fifth Avenue. Mariner serves a broad mix of clients, including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm uses discretionary, customized portfolios supported by internal research and third-party managers, with notable integration of tax and accounting services uncommon at this enterprise scale.

Bryton Lam is a financial advisor at Citigroup Global Markets with Series 63 and 65 licenses and three years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and several financial services and mortgage-related firms. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, custody services, and derivatives and futures capabilities. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, leveraging internal standards and oversight committees to select and monitor investment managers.

Sanjeev Sardana is a financial advisor at Lido with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Bluepointe Capital Management, LLC for 19 years. Lido advises 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 with diversification across multiple asset classes and manages assets on a discretionary basis while utilizing third-party managers and sub-advisers when appropriate.

Samuel Ledwitz is a financial advisor at Private Advisor Group, LLC with a Series 65 credential and three years of industry experience. He is also president and attorney at the law firm Bezaire, Ledwitz & Borncamp, APC, where he has practiced for over 20 years. His prior experience includes roles at Jack Keeter & Associates, Equity Development Corporation, and Mariner Independent. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm utilizes a fiduciary-based advisory model combining client goal assessment with portfolio management or manager selection from leading strategists and employs multiple investment strategies across proprietary and third-party platforms.

Myra Alport is a financial advisor at Lido with 19 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Copperwynd Financial and Thompson Wealth Management. 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 with diversification across various asset classes and options-based strategies, managing assets both directly and through third-party managers and sub-advisers.

Jacob Dorman is a CFP® professional with 13 years of industry experience, currently advising at Mariner since 2022. He co-owns Dorman & Company Inc., an event services business for which he provides consulting on weekends. Prior to Mariner, he worked at AdvicePeriod, LLC and ran his own wealth management firm. Mariner serves a diverse client base including high-net-worth individuals, institutions, and private funds, offering investment management, financial planning, and specialized services such as tax coordination and Core Family Office support. The firm employs customized discretionary portfolios supported by both internal and third-party management, with a notable integration of tax and accounting services uncommon among large advisory enterprises.