Jonathan Boyack is a financial advisor at MAI Capital Management, LLC with one year of industry experience. He holds the Series 65 designation and has held previous roles at firms including Evoke Advisors and Sepio Capital. 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-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers trust and insurance administration through its affiliates.

Victoria Arndt is a ChFC®-designated advisor with 22 years of industry experience, currently with Mercer Global Advisors Inc. in Thousand Oaks, CA. She previously worked for Eagleson Arndt Financial Advisors for 26 years. She is also licensed as a life, health, and accident insurance broker with various insurance companies. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of investment advisory and financial planning services. Their investment approach is based on Modern Portfolio Theory, utilizing diversified portfolios with low-cost ETFs, index funds, and alternative investment options alongside educational content and integrated service lines.

Maria Elena Bird is a financial advisor at Lido with nine years of industry experience. She holds Series 65 and Series 66 licenses and has worked at CBIZ, Inc, Addepar, Inc, and The Ayco Company LP before joining Lido. 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 diversified strategies across various asset classes and routinely manages assets on a discretionary basis, often using third-party managers and sub-advisers.

Nathan Afshin is a CFP® professional with eight years of experience in the financial industry. He is currently an advisor at Citigroup Global Markets, having joined the firm in 2024. Prior to this, he worked at JP Morgan Chase Bank and JP Morgan Securities from 2018 to 2024, Edward Jones from 2017 to 2018, and Bank of America from 2013 to 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

Gabriela Maria Holian Martinez is a financial advisor at HSBC Securities (USA) Inc. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at Angelini Palisades, the Hammer Museum, and UCLA. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing both client-directed and discretionary investment strategies. The firm employs a model-driven investment process supported by global asset management resources and provides specialized programs for private bank clients and qualified non-resident aliens.

Ryan Cartaino is a financial advisor with Transamerica Financial Advisors based in Thousand Oaks, CA. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Transamerica, he worked at Wfgia, NK Developments, and Culver Place LLC. Outside of advising, he has been involved with DOORDASH and held roles as a student over multiple periods. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a mix of advisory and broker-dealer services, proprietary and third-party model portfolios, and provides both discretionary and non-discretionary investment management options.

Dylan Audsley is a Series 66-licensed financial advisor at Mercer Global Advisors Inc. with one year of industry experience. Prior to joining Mercer, he worked at Seia LLC and Ses LLC, and he spent four years with USA Rugby and the San Diego Legion. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified, risk-appropriate portfolios with low-cost ETFs, index funds, separate account managers, and private funds.

Bruce Lessinger is a financial advisor at Oppenheimer in Los Angeles, CA, holding Series 63 and Series 65 licenses with 48 years of industry experience. He has been with Oppenheimer since 2009. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a range of investment products, managing assets through both discretionary and non-discretionary programs.

Austin Taylor is a financial advisor at Lido with a Series 66 designation and one year of industry experience. Prior to joining Lido, he worked at Equitable Advisors and Foundry Commercial, and held roles at the University of Florida related to real estate development. Lido advises high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, providing services such as investment management, financial planning, and estate planning. The firm employs an integrated wealth management approach with diversification across multiple asset classes and implements options-based strategies both directly and through pooled vehicles.

Channing Smith is a CFA® charterholder and a financial advisor at Lido with 17 years of industry experience. He previously worked for Jackson Hole Capital Partners, LLC for 10 years and Capital Advisors, Inc. for 12 years. 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 integrated wealth management services, including investment management, financial planning, family office services, and retirement and estate planning, with a diversified investment approach that includes equities, fixed income, structured notes, real estate debt, alternatives, and options-based strategies.

Kevin Kramer is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. from 2008 to 2021 before joining Rockefeller. 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 portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Keith Andreasen is a CFP®-certified financial advisor at Lido with two years of industry experience. His prior roles include positions at Modera Wealth Management and NexGen Financial Group. 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 integrated wealth management, including investment management, financial planning, and family office services, employing a diversified approach across multiple asset classes and options-based strategies.

Scott Lam is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Kestra Advisory since 2016 and also has roles at Kestra Investment Services and LPL Financial. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional clients and plan sponsors, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a range of clients, including sovereign wealth funds.

Ramsey Andrijevich is a CFP® with six years of industry experience, currently serving at Lido Advisors, LLC since 2023. His prior roles include positions at First Foundation Advisors, Purus Wealth Management, and Waddell & Reed. Lido advises 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 retirement and estate planning, employing an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Brian Estep is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Lido. His prior roles include positions at Mercer Global Advisors Inc., Raymond James Financial Services, and TIAA. Lido advises 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 that incorporates diversification across various asset classes and implements options-based strategies, managing assets primarily on a discretionary basis.

Monika Mugg is a CFP® certificant with 20 years of industry experience, currently serving at MAI Capital Management, LLC. She has previously worked at Evoke Advisors and First Republic Securities Company. MAI Capital Management, LLC 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 customizes portfolio management and asset-allocation strategies using a variety of investment approaches and serves both product-sponsor and advisory roles, managing over $72 billion in assets.

Nathan Mirji is a financial advisor at Focus Partners Wealth, LLC in Santa Monica, CA, holding a Series 65 designation with one year of industry experience. Prior to joining Focus Partners Wealth, he worked at HoyleCohen and held positions at California State University Northridge and Michael White & Associates. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, and institutional investors, offering a range of wealth management, financial counseling, retirement plan fiduciary services, and sub-advisory solutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with third-party managers and includes a variety of investment strategies and affiliated service companies.

Alan Bonde is a financial advisor with Mariner in Los Angeles, CA, holding a Series 65 designation and 11 years of industry experience. His prior roles include positions at AdvicePeriod, LLC and GenSpring Family Offices, LLC. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, and provides specialized solutions such as ERISA 3(38) retirement plans and integrated tax and accounting services.

Mindy Huang is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and bringing four years of industry experience. She previously worked at Oakwood Capital Management LLC for 14 years before joining her current firm. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a broad range of financial planning and asset management services.

Peter Lee is a CFA® charterholder with 12 years of experience in the financial industry. He is currently with Lido Advisors, LLC and previously worked at Avitas Wealth Management and UBS. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and other entities, providing investment management, financial planning, family office services, and estate planning. The firm uses an integrated wealth management approach that includes diversified strategies across multiple asset classes and implements options-based strategies both directly and through pooled vehicles.