Tia Peterson is a financial advisor at Mariner with a Series 65 designation and five years of industry experience. She has worked at Mariner Wealth Advisors since 2022 and previously held roles at firms including Advice Period and Mutual Advisors, LLC. Mariner serves a diverse range of clients including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal research and portfolio management team, and offers integrated tax and accounting services alongside traditional portfolio management.

Jason Jin is a financial advisor with GWN Securities Inc. in Brea, CA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Equitable Advisors and AXA-Advisors, LLC. Outside of his advisory work, he is also engaged as a financial consultant involved in the direct sales of insurance products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, combining traditional asset allocation with legacy market-timing and momentum strategies.

Carol Cory is a CFP® with 46 years of industry experience, currently with PlanMember Securities Corporation since 1998. She is also co-owner and secretary-treasurer of Surety Investment Services, where she has been involved since 1982. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options. The firm employs a strategic asset allocation framework and manages risk-based mutual fund portfolios, delivering education and support services including seminars and personalized retirement planning.

Scott Poelman is a financial advisor at Lido with 12 years of industry experience. He previously worked at Olympus Wealth Management for 10 years before joining Lido in 2025. He holds Series 63 and Series 66 licenses. Poelman serves as a trustee for family trusts, managing various estate planning investments. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach focused on diversification across multiple asset classes and uses options-based strategies, managing many accounts on a discretionary basis while utilizing third-party managers and sub-advisers when appropriate.

Sarah Penelope Grant is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2022, following prior roles at JPMorgan Chase Bank NA and JPMorgan Securities LLC. 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 unique market roles, including functioning as a security-based swap dealer and futures commission merchant.

Sagar Sheth is a financial advisor at Lido with seven years of industry experience and holds a Series 66 designation. His prior experience includes roles at TD Ameritrade, Charles Schwab, Fidelity Brokerage Services, and Morgan Stanley. Outside of his advisory work, he is a partner in a food and beverage production business. Lido serves high-net-worth and ultra-high-net-worth clients, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach emphasizing diversification across multiple asset classes and offers both discretionary management and access to third-party managers and sub-advisers.

Katherine Reitnouer is a financial advisor at D.A. Davidson & Co. in Pasadena, CA, holding a Series 66 designation with 11 years of industry experience. She has been with D.A. Davidson since 2014. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts.

Zornitsa Santiago is a financial advisor at Capital Group Private Client Services, Inc. with 11 years of industry experience. She holds Series 65 and Series 66 designations and has worked at Capital Group Private Client Services since 2021 and at Capital Bank & Trust Company since 2015. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager investment approach called the "Capital System" that emphasizes fundamental research and long-term investment horizons. The firm uses separately managed accounts, mutual funds, ETFs, and alternative strategies to implement client portfolios.

Oswald Donaldson is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 license, with 37 years of industry experience. He has been associated with Advisory Group West and Commonwealth Financial Network since 2003. Donaldson is also involved in fixed insurance sales, dedicating a small portion of his time to this activity at his branch location. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a variety of advisory programs and services, supporting advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Belete Alemu is a financial advisor with Valic Financial Advisors and holds Series 63 and Series 65 licenses. He has 30 years of industry experience and has been with Valic Financial Advisors since 2013. Prior to that, he has been associated with Agia since 2022, where he is involved with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Jennifer Capo is a financial advisor at NewEdge Advisors with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at TIAA and TIAA-CREF for 17 years. She is affiliated full-time with Generate Wealth, LLC, operating under NewEdge Advisors. NewEdge Advisors is an enterprise-scale 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 provides a range of services including portfolio management, financial planning, retirement consulting, and access to third-party advisory programs, utilizing centralized due diligence and technology tools to support clients and advisors.

Cameron Killeen is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He is currently with Capital Group Private Client Services, Inc. and has prior experience at City National Bank and Fidelity Investments. Outside of advising, he is involved in co-owning and managing short-term rental properties. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach and fundamental research to implement portfolios through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Jon Carrier is a financial advisor at Cresset Asset Management, LLC with two years of industry experience. Before joining Cresset, he worked with the Los Angeles Rams and the National Football League. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and private fund management.

Mario Woizeschke is a financial advisor with First Citizens Investor Services, Inc. in Pasadena, CA, holding a Series 66 designation and 21 years of industry experience. His work history includes long tenures at Union Bank of California and Unionbanc Investment Services, as well as roles at First Republic Bank and First Citizens Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client-focused process using fundamental, quantitative, and technical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs.

Javier Jimenez is a financial advisor at Lido with seven years of industry experience. He holds the CFP® designation and Series 66 license. His prior roles include positions at Copperwynd Financial, Vanguard Group, Edward Jones, and ComCap Advisory. He serves as the HOA Treasurer of Woodland Springs Association in Arizona. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach with diversification across multiple asset classes and implements options-based strategies, managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Peter Viehl is a CFA® charterholder with 12 years of industry experience. He is currently an advisor at Cerity Partners LLC, where he has worked since 2023. Prior to joining Cerity Partners, he spent ten years at Gamble Jones Investment Counsel. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm provides a range of services, including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

Craig Brothers is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and 41 years of industry experience. His prior work includes long-term roles at Bel Air Investment Advisors, LLC, Bel Air Securities LLC, and Bel Air Management Company LLC. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach involves manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Dillon Christensen is a financial advisor at MAI Capital Management, LLC with 13 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked previously at Evoke Wealth, LLC and Bel Air Investment Advisors LLC. 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 that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of customized portfolio strategies and serves both product-sponsor and advisory roles, managing over $72 billion in assets.

Thuc Tran is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. for a combined 12 years. Citigroup Global Markets serves individual and institutional clients across high-net-worth and ultra-high-net-worth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with in-house research and operates as a security-based swap dealer and futures commission merchant.

Kamil Rehman is a financial advisor at Schwab Wealth Advisory with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining Schwab in 2025, he worked at Edward Jones and Woodbury Financial Services. Outside of his advisory work, Rehman owns and operates CurrentBuild Computer, a business focused on computer hardware design and sales. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and distinguishes itself by not charging clients directly for its advisory services.