Brian Appel is a CFP® and ChFC® with 28 years of industry experience. He is currently with Lido Advisors, LLC, where he has worked since 2022. His prior experience includes roles at ClientWise, Charles Schwab Bank, Charles Schwab & Co., and Fidelity Investments. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and institutional investors, providing investment management, financial planning, and a range of affiliated services. The firm employs an integrated wealth-management approach with active sub-advisory roles and a broad array of investment strategies across equities, fixed income, alternatives, and options-based strategies.

Caleb Powell is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 21 years of industry experience. He has been with Kayne Anderson Rudnick since 2004. Powell holds a Series 65 credential and is based in Los Angeles, CA. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, registered investment advisers, pension plans, and individuals. The firm emphasizes fundamental, quality-oriented equity research and implements its investment views across multiple strategies, serving both direct clients and other advisers through sub-advisory and model portfolios.

Richard Unser is a financial advisor at Creative Planning with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Lockton Financial Advisors, LLC, Lockton Companies, LLC, and Lockton Investment Advisors, LLC from 2007 to 2021. Outside of his advisory role, he hosts the educational podcast "401(K) Fridays" and contributes blog posts to Forbes.com. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and direct indexing.

Andrew Cuevas is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA. He holds Series 66 and Series 63 licenses and has 13 years of industry experience. His prior roles include positions at Gideon, The Leaders Group Inc, M Holdings, Equitable Advisors, and AXA Advisors. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, and offers both sub-advisor managed portfolios and a direct-to-consumer digital investment program.

Ashish Patel is a financial advisor at Lido with five years of industry experience and holds the Series 66 designation. Prior to joining Lido in 2025, he worked at BluePointe Capital Management and First Command in various advisory and brokerage roles. In addition to his financial career, Patel serves as a Reserve Officer and Safety Officer in the United States Air Force and works as a First Officer for United Airlines. Lido provides investment management, financial planning, and family office services to a diverse client base, including high-net-worth individuals, family offices, trusts, and charitable organizations. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies and serves as a sub-adviser to ETFs and other investment funds, supported by a broad network of affiliated trust, tax, insurance, and brokerage entities.

Munir Tager is a financial advisor at Eagle Strategies (NY Life) with Series 63 and Series 65 credentials and two years of industry experience. Prior to his current role, he held positions at NYLIFE Securities LLC, New York Life Insurance Company, Starbucks, and Wendy's. He serves as a board member and secretary of LeTip International Inc., a professional leads organization for business owners and entrepreneurs. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Anthony Shiao is a financial advisor with TIAA-CREF in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with TIAA and TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, operates as a fiduciary for its RIA services, and acts as adviser to a donor-advised fund.

Christine Geoffray is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Rockefeller Financial and Rockefeller Capital Management in 2025, she was with Morgan Stanley Smith Barney for 16 years. 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 provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Brendan Van Cleve is a financial advisor at Lido with 20 years of industry experience. He holds the Series 66 designation and has worked at Lido Advisors, Inc., Asset Planning Solutions, Inc., and Ken Stern & Associates. Lido serves a diverse client base including high-net-worth and ultra-high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm employs an integrated wealth-management approach balancing multiple asset classes and offers a range of services, including investment management, financial planning, and affiliated trust, tax, insurance, and brokerage services.

Tyler Jones is a financial advisor at MAI Capital Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Evoke Advisors and L Squared Capital Partners, LLC prior to joining MAI Capital Management. His background also includes roles in academic admissions and education. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of customized portfolio strategies and integrates financial planning and tax services into many client relationships, managing over $72 billion in assets as of May 2026.

Mitchell Spinneberg is a financial advisor at Mariner with seven years of industry experience. He holds a Series 65 designation and previously worked at AdvicePeriod, LLC and the University of San Diego. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing customized portfolios with in-house research and third-party managers.

Justine Munoz is a CFP® with 14 years of industry experience and currently serves as a financial advisor at Cerity Partners LLC. She previously worked for 17 years at Gamble Jones Investment Counsel. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs an investment approach that combines proprietary quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Ricardo Escobosa is a financial advisor at First Citizens Investor Services, Inc. with one year of industry experience. He has previously worked at The Northern Trust Company and Wells Fargo Bank, accumulating over 18 years of experience in the financial sector. He holds the Series 66 designation. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm offers portfolio management, wrap programs, model portfolios, and financial planning, focusing on IAR-led client assessments and a mix of fundamental, quantitative, and technical investment analysis.

Yanhua Xu is a financial advisor at Citigroup Global Markets with nine years of industry experience. Xu holds a Series 66 designation and has worked at CitiGroup since 2022, with prior experience at Cetera and CTBC Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles, including in-house research, swap dealer and futures commission merchant operations.

Ryan Pittman is a CFP®, ChFC®, and Series 65 licensed advisor with three years of industry experience. He is currently with Lido Advisors, LLC and has previously worked at CG Advisory Services LLC and The Advancement Group. Outside of advising, Pittman owns RP Systems LLC, a federal firearm license holder that sells firearms and optics to family and friends. Lido serves a diverse client base, including high-net-worth individuals, family offices, trusts, charities, corporations, and pension plans, offering integrated wealth management through a range of asset classes and tactical strategies. The firm is notable for its active sub-advisory roles and its broad affiliated capabilities across trust, tax, insurance, and brokerage services.

Steven Lockshin is a financial advisor at Mariner with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at B+ Institutional Services, AdvicePeriod, Convergent Wealth Advisors, and Lydian Wealth Management. Outside of advising, he is involved in several entrepreneurial and nonprofit activities, including board roles with a sustainable bottled water company and Harlem Lacrosse, as well as leadership positions in estate planning software development and trustee support services. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering comprehensive investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs a discretionary, customized investment approach supported by in-house research and third-party managers, with an emphasis on tax integration and operational capabilities uncommon at its enterprise scale.

Frohman Chen is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds the Series 66 designation and has worked at firms including Capital Group and Morgan Stanley. 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 combines large institutional scale with specialized market roles such as operating as a swap dealer and futures commission merchant.

Matthew Birkett is a CFP® with over 21 years of industry experience, currently serving at Rockefeller Financial LLC. His prior experience includes 12 years at Bank of America and Merrill. He is based in Los Angeles, CA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer that also offers placement and investment banking services.

Gary Arakawa is a CFP®, CFA®, and holds a Series 63 license. He is an advisor at Cerity Partners LLC with four years of industry experience, including 18 years at Covington Capital Management prior to joining Cerity. Based in Los Angeles, CA, he has been with Cerity Partners since 2022. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm provides customized wealth management services, combining proprietary quantitative methods with third-party strategies and direct security selection, and offers access to alternative and private market solutions along with OCIO services.

Dillon Gracey is a financial advisor at Lido in Los Angeles, CA, holding a Series 66 designation with four years of industry experience. His prior work history includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, Goldman Sachs, and United Capital Financial Advisors. Lido serves a diverse client base that includes high-net-worth individuals, family offices, trusts, estates, and institutional investors, offering investment management, financial planning, family office services, and access to affiliated trust, tax, insurance, and brokerage services. The firm employs a wealth-management approach that combines tactical option strategies and diversified asset allocation, and it acts as a sub-adviser to investment funds such as the VanEck U.S. Equity Buffer ETF.