Arin Moradian is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked with multiple firms including Blue Cedar Financial and Insurance Solutions and Capital Edge Insurance & Financial Services, Inc. He is also involved in brokering property and casualty insurance products in addition to life and health insurance. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Scott Bird is a financial advisor at Lido with 12 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Olympus Wealth Management for 10 years and CS Planning Corp for 2 years. Bird is also involved as a member of several investment-related LLCs affiliated with Olympus Wealth Management. Lido serves a wide range of clients including high-net-worth individuals, family offices, trusts, corporations, and pension plans. The firm employs an integrated wealth-management approach combining tactical asset allocation and options strategies, and it is notable for its active sub-advisory role and extensive affiliated capabilities.

Douglas Barrera Ventura is a financial advisor with HSBC Securities (USA) Inc. in Arcadia, CA. He holds Series 66 and Series 63 licenses and has 13 years of industry experience. His prior work includes roles at JP Morgan Chase Bank and JP Morgan Securities LLC. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations. The firm provides both client-directed and fully discretionary investment programs, using model risk profiles and combining strategic and tactical asset allocation with fund due diligence and ongoing monitoring.

Lance Burks is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Investments. 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, operating uniquely as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.

Summer Odin is a CFP® and holds a Series 66 license with 11 years of industry experience. She is currently with D.A. Davidson & Co., where she has worked since 2022. Her prior experience includes positions at Wells Fargo Clearing and Wells Fargo Bank NA, as well as roles at the Small Business Administration. 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 the Advisers Act fiduciary standard and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Stasia Cato Washington is a financial advisor at Lido with 22 years of industry experience. She holds a Series 66 designation and has worked at Lido Advisors, First Foundation Advisors, U.S. Bancorp Advisors, and Northern Trust Securities. Since 2009, Washington has been co-owner of Palazzo Concessions, a business that pursues national airport concession contracts. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and institutional investors, offering comprehensive wealth management, financial planning, and affiliated trust, tax, insurance, and brokerage services. The firm’s investment approach combines tactical and defined-risk option strategies with a broad asset allocation across various securities and alternative investments.

Trisha Beharie is a financial advisor with Eagle Strategies (NY Life) in Glendale, CA, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of her advisory career, she is a member of the Screen Actors Guild-American Federation of Television and Radio Artists and Actors Equity, receiving royalties as an actor. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers various program types, emphasizing tailored advice primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Arianna Stern is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 65 licenses and two years of industry experience. She previously worked at Charles Schwab Bank and Charles Schwab, and has experience working with Money Positive Cooperative and Fun Factory USA. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset-allocation models and internal research tools.

Scott Swanson is a CFA® charterholder with eight years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2022, following prior roles at Covington Capital Management, D.A. Davidson & Co., and Crowell, Weedon & Co. He is based in Los Angeles, CA. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, institutions, and pooled investment vehicles, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles and asset allocation, integrating proprietary quantitative screening and access to alternative and private market solutions.

Wayne Gelineau is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill for 11 years before joining Rockefeller Financial in 2020. Outside of his advisory role, Gelineau owns Sunset Music, a sole proprietorship through which he records and sells original music online. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Ryan Erlanger is a financial advisor at Lido with three years of industry experience. He holds a Series 65 designation and has prior experience at Fountainhead Advisors, Wells Fargo, and RBC. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, estates, 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.

Mounir Said is a financial advisor with First Citizens Investor Services, Inc. based in Pasadena, CA, holding a Series 66 credential and 18 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Merrill, and Money Wise Mortgage. First Citizens Investor Services, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations, offering portfolio management, financial planning, and advisory services through a variety of investment products. The firm emphasizes an IAR-led client process that incorporates fundamental, quantitative, and technical analysis to guide asset allocation decisions.

Dominic Cozzetto is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He has worked at Mariner Wealth Advisors since 2022, following roles at Adviceperiod LLC and BNY Mellon Wealth Management. He serves as a volunteer member of the investment committee for Goodwill Industries of Orange County, a nonprofit focused on economic empowerment. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm uses discretionary, customized portfolios that combine in-house research with third-party managers, and provides integrated tax and accounting services alongside traditional portfolio management.

Bernard Machlovitch is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at several notable firms, including Morgan Stanley Private Bank, N.A. and Lehman Brothers Inc. before joining the Rockefeller family of firms. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering a range of portfolio management, financial planning, and consulting services. The firm operates a Private Advisor model alongside a consolidated investment platform, delivering customized solutions across equities, fixed income, and alternatives.

Sierra Argyle is a CFP® with six years of industry experience, currently serving as an advisor at Lido since 2019. She previously worked at Signature FD, LLC and Bessemer Trust. Lido advises a diverse range of clients, 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 with active sub-advisory roles and a broad array of affiliated service capabilities.

Ricardo Azarloza is a CFP® and CFA® with 20 years of industry experience. He has been with Cerity Partners LLC since 2022 and previously spent 16 years at Covington Capital Management. Based in Los Angeles, CA, Azarloza holds Series 63 and Series 66 licenses. Cerity Partners advises a diverse client base including 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 framework centered on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.

Kelly Oliver is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Lido Advisors, LLC. Her prior experience includes roles at XPS Capital LLC, Purshe Kaplan Sterling Investments, Cope Corrales, and Chevy Chase Trust. Lido Advisors serves a diverse client base including high-net-worth individuals, family offices, trusts, and charitable organizations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach balancing various asset classes and manages approximately $42.5 billion in regulatory assets.

Janice Osugi is a CFA® charterholder and holds Series 63 and Series 66 licenses. She has six years of industry experience and currently serves as an advisor at Lido. Her prior roles include positions at BluePointe Capital Management, Progress, and Credit Suisse Securities. Lido provides investment management, financial planning, family office services, and access to affiliated trust, tax, insurance, and brokerage services. The firm serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and pension plans, managing approximately $42.5 billion in assets with an integrated wealth-management approach that includes tactical option strategies and a range of asset classes.

Zachary Senn is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Capital Management, he worked at Innovative Wealth Building and has teaching experience at California State University, Fullerton, College of the Sequoias, El Diamante High School, and La Joya Middle School. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, insurance products, and placement and investment banking services.

Andrew Micallef is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has 13 years of industry experience, including prior roles at Capital Bank & Trust Company and JP Morgan. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager investment approach with a long-term focus and access to a range of pooled investment vehicles and alternative strategy funds.