Jonah Barkenhagen is a financial advisor at GWN Securities Inc. with a Series 66 designation and one year of industry experience. Prior to joining GWN Securities, he worked at California State Polytechnic University, Pomona and has been involved with Bootleggers Brewery since 2020. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs, employing a blend of discretionary portfolio management, model portfolios, and financial planning consults that incorporate asset allocation and Modern Portfolio Theory. The firm is noted for its use of market-timing and momentum-based strategies in several legacy programs.

Anthony Hicks is a financial advisor with Transamerica Financial Advisors in Carson, CA, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has previously worked with World Financial Group since 2001. Outside of his advisory role, he is involved in rental property management. 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 both advisory and broker-dealer services with proprietary and third-party model portfolios, providing discretionary and non-discretionary investment programs.

Landon Thompson is a financial advisor at Lido with CFA® and Series 65 credentials and four years of industry experience. His prior work includes multiple positions at Olympus Wealth Management and a role at Freightwire, LLC. Lido serves a diverse range of clients, including high-net-worth individuals, family offices, and institutional investors, offering investment management, financial planning, family office services, and referrals to affiliated trust, tax, insurance, and brokerage entities. The firm employs an integrated wealth-management approach, balancing asset allocation across various securities and alternative investments, and is notable for its active sub-advisory roles and affiliated capabilities.

Dimitri Tsioutsiopoulos is a financial advisor at Schwab Wealth Advisory with 20 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at several firms, including Morgan Stanley and Mass Mutual Investors Services. Dimitri is based in Los Angeles, CA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance emphasizes asset allocation and investment selection using proprietary research tools, with recommendations tailored to clients’ goals and risk tolerance.

Cenovio Melendez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. Melendez is based in North Hollywood, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house research and market functions alongside large-scale institutional capabilities.

David Grande is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He has been with HSBC since 2015. Outside of his advisory role, he is the owner and manager of Grande Vault LLC, a sneaker resale business. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and discretionary investment options. The firm utilizes a multi-profile asset allocation approach and partners with global asset managers and third-party providers for fund selection and portfolio monitoring.

Amy Foo is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 66 credential and 17 years of industry experience. She has previously worked at MUFG - UnionBanc and U.S. Bank. Capital Group Private Client Services primarily serves high-net-worth individuals and charitable organizations, employing a multi-manager investment approach based on fundamental research and long-term portfolio segmentation. The firm utilizes separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategies.

Mosi Li is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds the CFA® designation as well as Series 63 and Series 66 licenses. Prior to joining Citigroup in 2021, he worked at Bank of America from 2017 to 2021 and Merrill from 2016 to 2017. Outside of his advisory role, he owns Alle James LLC, a retail business selling personal clothing items. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, providing investment advisory, broker-dealer execution, custody services, and derivatives capabilities.

Priti Mora is a financial advisor at First Citizens Investor Services, Inc. with 17 years of industry experience. She holds a Series 66 credential and has worked at Wells Fargo and First Citizens in various capacities since 2006. Outside of her advisory role, she has a 5 percent ownership interest in a hotel partnership operating a Holiday Inn Express in Monterey, California. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and business entities. The firm employs an IAR-led process combining financial needs assessments with fundamental, quantitative, and technical analysis to manage portfolios that include equities, fixed income, mutual funds, and ETFs.

Bradley Kaufman is a financial advisor at Lido with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at TradeStation Securities, Integrated Financial Concepts, Cypress Insurance Group, and Liberty Mutual Insurance. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, estates, and institutional investors, offering integrated wealth management through a range of investment strategies and affiliated trust, tax, insurance, and brokerage services. The firm manages approximately $42.5 billion in assets and operates notable sub-advisory and investment-company roles, including strategies implemented via discretionary and non-discretionary accounts.

Frank Napolitano is a financial advisor with Eagle Strategies (NY Life) in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Parkland Securities, NYLIFE Securities LLC, and New York Life Insurance Co. He is also the owner of FN Wealth Management Insurance Brokering, focusing on fixed life and fixed annuity products. Eagle Strategies serves a diverse clientele that includes individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Kwan Yoon is a financial advisor with Citigroup Global Markets in Los Angeles, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various segments, including workplace, high-net-worth, and ultra-high-net-worth. The firm offers a broad range of investment advisory programs and execution services, combining institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Viviana Ramirez is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at First Republic Bank, JPMorgan Chase Bank, and Northwestern Mutual. Ramirez is based in Pasadena, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Andrew Hancock is a financial advisor at Lido with 11 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has previously worked at Morgan Stanley and SBC Wealth Management. Hancock is based in Los Angeles, CA. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and corporations, offering investment management, financial planning, and family office services. The firm manages approximately $42.5 billion in assets and utilizes an integrated wealth-management approach that incorporates tactical option strategies and works through both discretionary accounts and affiliated entities.

Michael Laubenstein is a CFP® and holds a Series 66 license with 21 years of industry experience. He is currently with Capital Group Private Client Services, Inc., where he has worked since 2026. Prior to this, he spent 17 years at First Republic Securities Co./First Republic Trust Co. and three years at Northern Trust Securities, Inc./Northern Trust Bank in various advisory roles. Capital Group Private Client Services primarily provides discretionary investment management to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach called the “Capital System” along with separately managed account programs, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Armand Fidler is a CFP® with 18 years of industry experience, currently serving at Osaic Advisory Services, LLC. His previous roles include eight years at Arbor Point Advisors and Securities America, along with ongoing work as an insurance owner and operator of Picacho Financial Consulting LLC, which provides investment advisory and financial services. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a broad client base including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm employs a range of investment strategies and offers access to alternative investments, retirement plan consulting, and annuity sub-account management.

Ryan Reiff is a financial advisor at Cerity Partners LLC with four years of industry experience. He holds a Series 65 designation and previously worked at West Coast Financial, LLC. Cerity Partners advises a broad client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and utilizes a client-specific investment framework that incorporates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Michael Jaquez is a financial advisor at D.A. Davidson & Co. with credentials including the Series 66 designation. He began his advisory career in 2022 and has held positions at Edward Jones, New York Life, and Team Financial Partners. Outside of finance, he has worked in various roles including at Brookside Golf Course and in education at California State University of Los Angeles. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, offering ERISA retirement plan advisory, comprehensive financial planning, and wealth management programs. The firm operates under fiduciary standards and also serves as a municipal advisor, distinguishing it from many large enterprise advisers.

Jin Mun Low is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, Joymode Inc., and Standard Chartered Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Darnel Bentz is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked at Kayne Anderson Rudnick since 2013, following a prior role at Charles Schwab from 2004 to 2007. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a diverse client base, including institutional investors and high-net-worth individuals. The firm’s investment approach centers on fundamental, company-level research and incorporates proprietary governance and sustainability assessments in portfolio construction.