Jason Min is a financial advisor with Eagle Strategies (New York Life) based in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with New York Life Insurance Company since 1999. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working extensively with defined contribution and defined benefit plans as well as charitable and corporate clients.

Henry Hagenbuch is a financial advisor at Lido with eight years of industry experience. He holds a Series 65 credential and has previously worked at Robertson Stephens Capital Markets, Robertson Stephens Wealth Management, Mercer Global Advisors, ClearRock Capital, and 55 Capital Partners. He is also involved with NH Ventures, LLC, a pass-through entity for personal private investments. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach that incorporates a wide range of asset classes and tactical option strategies, and it is notable for its active sub-advisory role and extensive affiliated capabilities.

Jeffrey Dore is a financial advisor at MAI Capital Management, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Evoke Wealth, LLC and First Republic Investment Management, Inc. He is based in Los Angeles, CA. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a wide range of clients, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory capacities, managing significant assets and affiliated investment vehicles.

Riasat Irtiza is a Series 66-licensed financial advisor with two years of industry experience, currently with Mariner in Los Angeles, CA. His prior roles include positions at Ses LLC, Royal Alliance Associates, INC., Seia LLC, and HCR Wealth Advisors. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house and third-party management, and provides specialized offerings such as Core Family Office services and a Financial Wellness Platform for employer clients.

Keri Kutakoff is a financial advisor at Lido with 20 years of industry experience. She holds the ChFC® designation and securities licenses Series 63 and Series 65. Her prior work includes roles at Chelsea Financial Services, Fountainhead AM, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. She serves as a general agent overseeing life insurance advisor appointments and underwriting processes for National Life Group. Lido advises a diverse range of clients, including high-net-worth individuals, family offices, trusts, and charitable organizations, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that includes tactical and defined-risk option strategies and combines traditional advisory services with affiliated trust, tax, insurance, and brokerage capabilities.

Blair Buick is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Lido Advisors, LLC. His prior experience includes roles at Innofovate LLC, The Renaissance Companies, Nicholas-Applegate Capital Management LLC, Green Street Trading, LLC, and LPL Financial. He holds a Series 66 license. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach, combining traditional advisory services with affiliated capabilities such as in-house trust companies, tax, insurance, and brokerage services, while managing approximately $42.5 billion in regulatory assets.

Sam Farhoumand is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Strategic Investors Group, Inc. since 2021 and has been associated with PlanMember Securities Corporation and Legacy Financial since 2017. Farhoumand also serves as a power of attorney and temporary company officer for a family-owned marketing company. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation approach to managing mutual fund portfolios and offers education and support services including personalized retirement planning and participant-level investment options.

David Sassen is a financial advisor with Rockefeller Financial LLC, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Merrill and Bank of America. He is based in Los Angeles, CA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Robert Amoruso is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA, holding a Series 66 designation and 17 years of industry experience. He has previously worked at The Leaders Group Inc and M Holdings Securities, Inc., and serves as CEO of Gideon Strategic Partners LLC. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, corporations, and institutional investors, providing portfolio management, financial planning, and fiduciary services. The firm’s investment approach emphasizes manager selection and diversification using fundamental analysis and Modern Portfolio Theory, supported by a network of independent advisors and sub-advisors.

Matthew Sealy is a financial advisor at Lido with four years of industry experience. He holds a Series 65 designation and has worked at Lido Advisors since 2022. Prior to this, he held roles at BlastMotion Inc., San Diego State University, Mascot Factory, Westview High School, and the United States Soccer Federation. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charities, corporations, and pension plans. The firm employs an integrated wealth-management approach that balances multiple asset classes and uses tactical and defined-risk option strategies, supporting its clients through a comprehensive range of affiliated services and active sub-advisory roles.

Frederick Johnston is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Caleb and Brown Ltd, Fidelity Investments, and JPMorgan Chase & Co. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs along with execution and custody services. The firm operates with institutional scale and provides specialized roles such as security-based swap dealing and futures commission merchant services.

Dani Comart is a financial advisor at Lido with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank NA and JPMORGAN Securities LLC for nine years. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and institutional investors, offering comprehensive wealth management through a blend of traditional and alternative investment strategies. The firm is notable for its active sub-advisory roles and integrated affiliated services across trust, tax, insurance, and brokerage functions.

Jordan Friedman is a financial advisor with NewEdge Advisors in Beverly Hills, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Raymond James & Associates, L & S Advisors, and Citigroup Global Markets. Outside of advisory work, he serves as a managing director in a fixed insurance and fixed annuity business. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a range of portfolio management and consulting services, employing multiple program structures that combine in-house and third-party strategies, and incorporates technology tools and centralized due diligence into its investment approach.

Mitchell Rosenberg is a financial advisor with Eagle Strategies (NY Life) in Thousand Oaks, CA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been affiliated with Eagle Strategies and New York Life since 1986 and operates his own insurance brokerage firm, MDR Insurance and Financial Services, as well as Mahoney Financial Organization, LLC d/b/a MFO Insurance Solutions. Rosenberg serves as a board member of The Children's Hospital Advisory Board. Eagle Strategies serves individual and institutional clients through a wide range of advisory services, emphasizing tailored financial planning and retirement solutions. The firm manages a substantial asset base primarily on a non-discretionary basis and works extensively with corporate and charitable clients within the integrated New York Life affiliate network.

Jason Coles is a financial advisor at Centaurus Financial, Inc. with 30 years of industry experience. He has been with Centaurus since 2017 and previously worked at Financial West Group from 2011 to 2017. Outside of his advisory role, he is involved in life and term insurance sales and occasionally assists with trust account transactions for a family friend. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and foundations. The firm provides financial planning, portfolio management, retirement-plan consulting, and specialized advisory services using both discretionary and non-discretionary approaches, employing a combination of fundamental and technical analysis.

Dallin Garner is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Kayne Anderson Rudnick Investment Management, LLC since 2024. His prior experience includes roles at Fisher Investments and Fidelity Brokerage Services. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, insurers, banks, family offices, and high-net-worth individuals. The firm emphasizes fundamental research to identify high-quality businesses and incorporates governance and sustainability assessments into its investment approach, managing a range of active equity and fixed-income strategies across market capitalizations.

Olaf Kinstler is a CFP® professional with five years of industry experience, currently affiliated with Transamerica Financial Advisors. His career includes roles at The Prudential Insurance Company of America, AXA Advisors, and World Financial Group, among others. He also engages in the sale of insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple program platforms to deliver its services.

Virginia Aaron is a financial advisor at Lido with 20 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at firms including Claybrook Capital, Robertson Stephens Advisors LLC, and Morgan Stanley. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm offers integrated wealth-management services and employs a tactical investment approach that includes equity, fixed income, alternative investments, and options strategies, managing approximately $42.5 billion in assets.

Jonathan Padrnos is a CFP® professional with three years of industry experience, currently with Lido Advisors, LLC. His prior experience includes roles at Northwestern Mutual Wealth Management Company and related Northwestern Mutual entities. Outside of financial services, he operated Jonny's Landscaping & Gardening Services for eight years. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with a range of asset classes and tactical option strategies, and it also functions as a sub-adviser to publicly traded funds and affiliated investment vehicles.

Franklin Starz is a financial advisor at Cresset Asset Management, LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Financial LLC, California Bank & Trust, Boot Barn, Big Sky Resort, Chapman University, and MountainScapes. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes.