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.

Mariella Caruso is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA. She holds a Series 65 license and has two years of industry experience. Prior to joining Capital Group, she worked at IEQ Capital, LLC and AdvicePeriod / Mariner Wealth Advisors. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach that emphasizes fundamental research and long-term horizon investing. The firm implements portfolios through separately managed accounts, pooled investment vehicles, and also offers access to private-equity and alternative strategy funds.

Evan Hunter is a financial advisor at Hightower Advisors in Los Angeles, holding CFP®, CFA®, and Series 66 designations, with nine years of industry experience. Prior to joining Hightower in 2021, he worked at Fidelity Brokerage Services and West Coast Financial, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services such as discretionary portfolio management, financial planning, and retirement plan consulting.

Michael Johns is a CFP® professional with 26 years of industry experience. He currently works at Mercer Global Advisors Inc., where he has been since 2018, and previously held roles at TIAA and Tiaa from 2010 to 2018. 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, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, employing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management strategies.

Sameer Ferrell is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at RBC Securities, Comerica Securities, and Merrill. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs primarily for individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory approach includes both point-in-time planning services and ongoing discretionary portfolio management, with a fiduciary standard applied to its RIA 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.

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.

Ryder Haupt is a financial advisor at IEQ Capital, LLC in Los Angeles, CA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Cambridge Associates and Elevate Financial Partners, as well as multiple engagements at the University of Michigan. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals and families, trusts, foundations, and private funds. The firm focuses on separately managed accounts and family-office services, utilizing a combination of macro and manager research with access to alternative investments through platforms like iCapital.

Richard Hagins is a financial advisor with Transamerica Financial Advisors in Woodland Hills, CA, holding Series 63 and Series 66 licenses and 27 years of industry experience. His career includes roles at World Financial Group, Inc., WFG Direct, and ownership of an Amada Senior Care franchise and a veteran benefits consulting business through Hagins Financial Services. Outside of financial advising, he streams video games and works as a residency counselor for a retirement community. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations, offering a combination of advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary management options.

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.

Alex Angulo is a financial advisor with Lido in Los Angeles, CA, holding a Series 65 designation and one year of industry experience. He previously worked at Beacon Pointe Advisors and has experience in academic settings, including the University of San Diego and Olympian High School. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities, offering investment management, financial planning, family office services, and retirement and estate planning. The firm employs an integrated wealth management approach with diversification across various asset classes and options-based strategies, often managing assets on a discretionary basis and working with third-party managers.

Rachel Baroma is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Valic Financial Advisors since 2009 and is currently affiliated with Agia. Outside of advising, she is a licensed independent insurance agent with Midland Life & Annuity but does not solicit new business in that role. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts implemented through Envestnet’s platform and third-party model managers.

Aleksandra Tukan is a Series 66-licensed financial advisor with three years of industry experience. She currently practices at Mariner and previously worked at NewEdge Advisors, LLC, Jefferies LLC, and InnoVise Family Wealth Advisors. Outside of her primary role, she provides advisory services through NewEdge Advisors under the name Wealth Conscious Management. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and it provides specialized services such as ERISA 3(38) retirement plan solutions and integrated tax and accounting capabilities uncommon in large advisory enterprises.

Salvador Flores Chatfield is a financial advisor with Lincoln Investment holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked at Horace Mann Investors, Inc. and Horace Mann Companies before joining Lincoln Investment and Capital Analysts. Outside of his advisory role, he serves as President of the Covina Valley Optimist Club, a nonprofit focused on youth sports scholarships, and is a commissioner on the Finance Advisory Commission for the City of Covina. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management supported by an in-house Investment Management & Research team alongside third-party managers.

Ralph Heckert is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Capital Group Private Client Services since 2021, following five years at Capital Bank and Trust Company. Outside of his advisory work, he is a financial investor with a 50% ownership stake in a safety shoe business. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager "Capital System" and a long-term investment approach focused on fundamental research. The firm offers access to separately managed accounts, affiliated funds, and alternative strategy funds, serving a range of clients including corporate and pension plans.

Henry Chaussée is a financial advisor at Lido with a Series 65 license and one year of industry experience. His prior roles include positions at Stuart Chaussée & Associates, Inc. and time at the University of Georgia. Lido advises high-net-worth and ultra-high-net-worth clients, including individuals, family offices, and charitable organizations. The firm employs an integrated wealth management approach emphasizing diversification across various asset classes and utilizes options-based strategies, managing assets primarily on a discretionary basis while collaborating with third-party managers and sub-advisers.

Feng Shen is a financial advisor at Oppenheimer with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wedbush Securities, UBS Financial Services, and Merrill. He is involved in managing the investments of his family trust. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Jack Suzar is a financial advisor at Hightower Advisors with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Bel Air Investment Advisors LLC and its affiliated entities from 1999 to 2021. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions, manager selection, and access to proprietary research and customized portfolio construction.