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.

Nicki Green is a CFP® and holds a Series 65 license with five years of experience in the financial advisory industry. She is currently with Lido Advisors, LLC and has prior experience at Colorado Financial Management, Cascade Financial Management Inc, and Vail Resorts. Lido advises a diverse client base that includes high-net-worth individuals, family offices, trusts, and institutional entities. The firm employs an integrated wealth-management approach, balancing various asset classes and utilizing tactical, defined-risk option strategies, while also serving as a sub-adviser to exchange-traded funds and offering extensive affiliated services in trust, tax, insurance, and brokerage.

Shaina Desai is a CFP®-certified financial advisor with eight years of industry experience. She is currently with Hightower Advisors and has held prior roles at Northwestern Mutual Wealth Management Company and Jessica Aliotti. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and access to pooled investment vehicles and private funds.

Simon Zhang is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm emphasizes discretionary SMA management alongside family-office and administrative services, employing a centralized macroeconomic research-driven investment process tailored to clients with significant net worth.

Albert Jennings Segura is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. Segura has involvement in non-variable insurance activities alongside his advisory role. Stratos Wealth Partners, Ltd is an SEC-registered enterprise firm with approximately 379 advisors managing about $18.6 billion in assets. The firm serves individuals, retirement plans, corporations, nonprofits, and other institutional clients through a model that emphasizes independent advisory representatives offering customized portfolio management using an open-architecture platform.

Marcelo Bernardo is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work history includes roles at Citigroup Global Markets, LPL Financial, and Applied Financial Planning. Bernardo also participates in a radio show called The Money Guys. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion across a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, with investment strategies guided by an Investment Committee that utilizes both fundamental and technical analysis.

Ahmad Khalil is a financial advisor at Oppenheimer with nine years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2022, following prior roles at Guggenheim Securities and Wedbush Securities Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a range of discretionary and non-discretionary investment services including strategic asset allocation, manager selection, and retirement consulting, while maintaining custody of client assets as a qualified custodian.

Daniel Brown is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior roles include positions at Annex Wealth Management, Pegasus Partners, and Milwaukee Public School. He studied at the University of Wisconsin, Madison, and has experience in both the financial and education sectors. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, providing integrated wealth management, financial planning, and affiliated trust, tax, insurance, and brokerage services. The firm combines active sub-advisory and investment-company roles with a broad range of in-house capabilities and manages approximately $42.5 billion in assets.

Brian Haloossim is a financial advisor at Lido with 23 years of industry experience. He holds the Series 66 designation and previously worked for Sanford C. Bernstein from 2003 to 2026. Outside of his advisory role, he serves on the advisory board of Qloo Inc., a technology company focused on entertainment and culture, where he provides strategic advice and participates in product testing. Lido advises a broad client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm employs an integrated wealth-management approach with a focus on tactical and defined-risk option strategies, and it combines traditional advisory services with extensive affiliated capabilities such as in-house trust companies and tax subsidiaries.

Teancum Stafford is a financial advisor at Lido with Series 65 and Series 66 credentials and eight years of industry experience. His work history includes roles at Wells Fargo Advisors, Empower Advisory Group, and Brigham Young University. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and pension plans, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with diverse asset allocation and tactical option strategies, and acts as sub-adviser to investment funds such as the VanEck U.S. Equity Buffer ETF.

Alireza Damirchilou is a financial advisor with HSBC Securities (USA) Inc. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior roles include positions at HSBC Bank USA, N.A., Farmers Insurance Agency, F.F.Nab, and Bank of Industry and Mine. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary options. The firm’s investment approach combines strategic and tactical asset allocation with ongoing fund due diligence and monitoring, supported by affiliated and third-party providers.

David Gallacher is a CFA charterholder with 14 years of experience in the financial industry. He has worked at William Blair since 2021 and previously spent six years at Cyrus J. Lawrence LLC. Based in Los Angeles, CA, he holds Series 63 and Series 66 licenses. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, including high-net-worth clients, as well as foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Daniel Ruben is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Independent Financial Group since 2012 and also maintains roles as a business consultant and an independent medical contractor. Ruben provides health and life insurance services alongside his advisory work. Independent Financial Group, LLC delivers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs a mix of strategic asset allocation, multi-manager portfolios, and ongoing due diligence to develop client strategies using both firm- and third-party models.

Anna Crabs is a Series 66-licensed financial advisor at Lido in Los Angeles, CA, with two years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Equitable Financial Life Insurance. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and corporations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that combines traditional and alternative investments, including tactical option strategies, and is active in sub-advisory roles for investment funds.

Paul Leach is a CFP® with 19 years of industry experience, currently serving at Rockefeller Financial LLC. His prior experience includes roles at Bank of America, Merrill, and Citigroup Global Markets. He is the founder of Surf 4 Kidz, a charity surf camp supporting a local nonprofit that provides welding training and job placement for at-risk military veterans. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, family offices, institutional clients, and corporations. The firm combines discretionary and non-discretionary portfolio management with broker-dealer capabilities, offering access to a broad range of investment solutions through its consolidated platform, Rockefeller Global Investment Management.

Benjamin Samoylov is a CFA® charterholder with two years of industry experience, currently advising clients at Lido. His prior roles include positions at Exchange Capital Management Inc, the Mitchell Family Office, and McQueen Financial Advisors. Lido serves a diverse client base, including high-net-worth individuals, family offices, and institutional clients, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that utilizes a broad range of asset classes and tactical strategies, and it is notable for its active sub-advisory role and extensive affiliated capabilities.

John Gergurich is a financial advisor with Lincoln Investment who holds a Series 66 designation and has 19 years of industry experience. He has worked at Lincoln Investment since 2012 and also serves as CEO and owner of Scripps Wealth Management, a tax consultation and planning firm. Additionally, he is a licensed life insurance agent involved in life insurance planning and implementation. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including a focus on educators and 403(b) and 457(b) participants. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team and utilizes both advisor-led and firm-managed strategies.

Derek Tam is a CFP® with 19 years of industry experience, currently affiliated with Lido Advisors, LLC since 2023. He previously worked at SVB Financial Group, Boston Private Wealth LLC, Banyan Partners, LLC, Silver Bridge, and H&S Financial Advisors LLC. Outside of his advisory role, he is a co-owner and finance board member of Hapa Brewing Company in San Jose, California. Lido Advisors serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering investment management, financial planning, and comprehensive wealth services. The firm employs an integrated wealth-management approach with tactical option strategies and operates through a network of affiliated entities, overseeing approximately $42.5 billion in assets.

Carol Lens is a CFP® professional with 15 years of industry experience, currently serving at Lido Advisors, LLC since 2025. Her prior roles include positions at Olympus Wealth Management, Qualtrics, J.P. Morgan Securities, Morgan Stanley, and Merrill. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that incorporates tactical and defined-risk option strategies and maintains a notable presence as a sub-adviser to several investment funds.

Sebastian Garcia Cornejo is a Series 66 designated financial advisor at Citigroup Global Markets with four years of industry experience. He has held prior roles at RBC Capital Markets and served in various positions at the University of California, San Diego. 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 discretionary and non-discretionary programs and maintains large institutional scale alongside unique market roles such as operating as a swap dealer and futures commission merchant.