Jordan Whaley is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds Series 63 and Series 65 licenses and has professional experience dating back to 2015, including roles at Catalina Structured Funding and Uber. Additionally, he has been involved with Left Method Productions since 2016. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Peter Kejmar is a financial advisor with PlanMember Securities Corporation who holds a Series 63 designation and has 33 years of industry experience. He has been associated with IRM Distributors, Inc. since 1992. He also works as an insurance agent specializing in fixed products. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers education and support services alongside a top-down strategic asset allocation investment approach, managing risk-based mutual fund portfolios that range from conservative to aggressive.

Fabian Chichester is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Citigroup since 2019, following seven years at Wells Fargo Advisors. Citigroup Global Markets serves individual and institutional clients across various high-net-worth segments, offering investment advisory programs including discretionary and non-discretionary multi-asset strategies. The firm combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Shelby Seivert is a financial advisor at Lido with a Series 65 designation and two years of industry experience. Prior to joining Lido, Shelby held roles at firms including Echelon Partners LLC and Owen James. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm offers investment management, financial planning, and family office services with an integrated wealth-management approach that includes tactical and defined-risk option strategies and a range of affiliated capabilities such as in-house trust and tax services.

Janet Wu is a financial advisor at GWN Securities Inc. with two years of industry experience. She holds a Series 66 designation and has previously worked at the University of Southern California, the University of California, Irvine, and Temple City High School. Outside of her advisory role, she is involved as a financial representative with LA Pension Planners and in the sale of life and health insurance products. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning, utilizing a combination of affiliated and unaffiliated sub-advisers and model-based allocations. The firm incorporates market-timing and momentum-based strategies alongside technology platforms to support its investment approach.

Charles Bennett is a CFP® with five years of industry experience, currently affiliated with PlanMember Securities Corporation. His prior roles include positions at Surety Investment Services, Inflection Advisors, and Harry Licursi Tax & Retirement Planning. Outside of his advisory work, Bennett is the CEO of an online business specializing in digital ecommerce sales of running insoles. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm offers education, support services, and utilizes a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios.

Dwayne Isaac is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Outside of his advisory role, he serves as president of Isaac Property Management LLC, which manages short-term rental properties. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including in-house research and unique market roles.

Ryan White is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and three years of industry experience. He previously worked at New York University and spent time unemployed before joining Rockefeller Financial in 2022. 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, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Lauren Hawekotte is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2014. She is also the owner and president of Hawekotte Financial Group, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational, compliance, and practice-management support to its affiliated advisors.

Bansi Patel is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab, Patel held roles at Charles Schwab & Co. and has a background that includes significant time in education and community involvement through the Boys and Girls Club. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm offers guidance on asset allocation and investment selection using proprietary models and research tools, with a structure that compensates advisors through Charles Schwab & Co. rather than direct client billing.

Michael Shelton is a financial advisor at D.A. Davidson & Co. in Pasadena, CA, holding a Series 66 designation and 15 years of industry experience. He has been with D.A. Davidson & Co. since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers services under the Advisers Act fiduciary standard, including retirement plan advisory and comprehensive financial planning, and is also active in municipal advising and underwriting.

Kyle Morton is a CFA® charterholder based in Los Angeles, CA, with four years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2025. Prior to Mercer, he was affiliated with Seventy2 Capital Wealth Management and Wells Fargo Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and other specialized products.

Yajaira Serrano is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Bank, nA. Serrano 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, offering portfolio management, financial planning, consulting, and brokerage services. The firm utilizes a Private Advisor model and a consolidated investment platform to deliver a range of discretionary and non-discretionary investment solutions.

Elen Arakelyan is a financial advisor at D.A. Davidson & Co. holding a Series 66 designation, with one year of industry experience. Prior to joining D.A. Davidson, she worked in various roles including positions at BPS Bioscience, the University of California, San Diego, and involvement with Youth League Tennis. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with significant assets.

Melissa Nasri is a financial advisor at Transamerica Retirement Advisors, LLC with eight years of industry experience. She holds Series 63 and Series 66 designations. Prior to her current role, she worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. She serves as treasurer for the Mark West Elementary PTA in Santa Rosa, CA. Transamerica Retirement Advisors provides services to participants in employer-sponsored retirement plans and IRA owners, focusing on asset allocation and retirement guidance through managed portfolios and non-discretionary recommendations. The firm utilizes Morningstar Investment Management for portfolio construction and serves a large client base with a high client-to-advisor ratio.

James Duncanson is a financial advisor at Lido with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, UBS Financial Services, PKS Advisory Services, and Avitas Wealth Management. Based in Los Angeles, CA, Duncanson has been with Lido Advisors since 2025. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and institutional entities, providing investment management, financial planning, and a range of affiliated trust, tax, insurance, and brokerage services. The firm employs an integrated wealth-management approach with a focus on tactical and defined-risk option strategies, and it acts as sub-adviser to the VanEck U.S. Equity Buffer ETF, among other investment roles.

Matthew Almanza is a financial advisor at Citigroup Global Markets with eight years of industry experience. He has previously worked at UBS Financial Services, Royal Alliance, and NWF Advisory. Almanza holds Series 63 and Series 66 licenses and is based in Los Angeles, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm utilizes multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal oversight committees and a combination of in-house research, lending, and bespoke solutions for large clients.

Gaetano Sacco is a financial advisor at Lido with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lido Advisors, Fountainhead Capital Management, Mass Mutual Investors Services, and METLIFE SECURITIES. He serves as president of Cornerstone Study Group, a nonprofit focused on investment learning and development, and is a sole proprietor of insurance services in New Jersey. Lido advises a broad mix of clients, including high-net-worth individuals, family offices, trusts, and institutional investors, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach combining traditional assets with tactical and defined-risk option strategies, and is notable for its active sub-advisory role and affiliated capabilities across trust, tax, insurance, and brokerage services.

Jonathan Teran is a CFP® with 24 years of industry experience, currently advising clients at Lido since 2018. He previously worked at Capstone Pacific Investment Strategies, American Portfolios Advisors, Inc., and Centaurus Financial, Inc. Lido serves 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 incorporating equities, fixed income, alternatives, and tactical option strategies, and is notable for its active sub-advisory roles and affiliated in-house capabilities across trust, tax, insurance, and brokerage services.

James Schlager is a CFP® certificant with 37 years of industry experience. He is currently a financial advisor at Cerity Partners LLC and has previously worked at Running Point Capital Advisors, ValMark Securities, Moss Adams Securities & Insurance, Moss Adams Wealth Advisors, Threadline Wealth, and Sentra Securities Corporation. 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 assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment framework incorporating proprietary quantitative methods, direct security selection, and access to alternative and private market solutions.