Danial Fereydani is a financial advisor at AE Wealth Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2016, with prior experience at Global Financial Private Capital, LLC and ongoing involvement at Pendo Insurance Services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm operates a range of model portfolios and asset management programs, managing approximately $49.8 billion for over 127,000 clients, and employs a platform-driven approach with discretionary strategies and regular performance reporting.

Warren Baker is a CFA®-designated financial advisor with seven years of industry experience, currently with Lido Advisors, LLC. He previously worked at Platte River Wealth Advisors for five years and Wells Fargo Private Bank for nineteen years. Baker serves as a board member of the Colorado Foundation for Conductive Education, a nonprofit organization. Lido advises a diverse client base, including high-net-worth individuals, family offices, and institutional entities, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies and serves as sub-adviser to notable funds such as the VanEck U.S. Equity Buffer ETF.

Davis Bell is a financial advisor at Lido with a Series 65 license and three years of industry experience. He has worked at Lido Advisors since 2022 and previously spent one year at Emissary Wealth. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and pension plans, providing investment management, financial planning, and related services. The firm manages approximately $42.5 billion in assets and employs an integrated wealth-management approach that includes tactical and defined-risk option strategies across a range of asset classes.

Raul Palma is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at Charles Schwab & Co. Inc. for over a decade. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios using multi-factor tilts and low-cost index vehicles, along with a range of implementation options and coordinated financial planning services.

Andrew Wallace is a financial advisor at Lido with Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Corient Services LLC, Bain & Company, Northwestern University, and Sanford C. Bernstein & Co., LLC. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach across various asset classes and offers investment management, financial planning, family office services, and access to affiliated trust, tax, insurance, and brokerage services.

Yeznik Kazanjian is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with in-house research and specialized market roles.

Lonna Weems is a financial advisor with Centaurus Financial, Inc. in North Hills, CA, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. She has been with Centaurus Financial since 2013. Outside of advising, she works as a yoga instructor in North Hills. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through a range of discretionary and non-discretionary arrangements.

Saman Bigharaz is a financial advisor at Mercer Global Advisors Inc. with 13 years of industry experience. He holds a Series 66 designation and has held prior roles at Falcon Wealth Planning, E*TRADE Securities, JPMorgan Chase Bank, AMI USA LLC, and Merrill. Outside of his advisory work, he is involved with Pure Paws Pet Company, LLC, which imports grass-fed dog and cat treats from New Zealand. Mercer Global Advisors serves individuals, families, small business owners, foundations, and non-profits with comprehensive investment advisory and financial planning services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, using low-cost ETFs, index funds, and other strategies, and offers specialized services including retirement plan consulting and family office solutions.

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.

Andrew Cuevas is a financial advisor with TLG Advisors, Inc. in Los Angeles, CA, holding Series 63 and Series 66 designations and having 13 years of industry experience. His prior roles include positions at Gideon Strategic Partners, 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 portfolio management, comprehensive financial planning, and fiduciary services, emphasizing manager selection and ongoing monitoring through fundamental analysis and Modern Portfolio Theory.

Stephanie Storey is a financial advisor with Transamerica Financial Advisors in Thousand Oaks, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked in various roles including real estate sales at Pinnacle Estate Property Inc. and as a notary public for over 25 years. Storey also operates a sole proprietorship for tax purposes. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios and a range of insurance and brokerage products.

Ron Hertzberg is a financial advisor with Citigroup Global Markets holding Series 63 and Series 66 credentials and 23 years of industry experience. He previously worked at JP Morgan Securities and Merrill before joining Citigroup in 2017. Outside of his advisory role, he is the owner and CEO of RH15 Enterprises, LLC, a business involved in buying and selling sports memorabilia. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by extensive internal research and compliance structures.

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.

Jaclyn Wittbrodt is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at Bel Air Investment Advisors and Ernst & Young. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, and nonprofit organizations, offering both discretionary SMA management and ancillary family-office services. The firm’s investment process incorporates centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party managers, and private alternative investments.

Max Campos is a financial advisor at Creative Planning with nine years of industry experience. He previously worked at SageView Advisory Group and Summit Financial Consultants. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

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.

Rhoneil Santo Tomas is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. His prior roles include positions at AXA Advisors LLC and DSV Financial Inc, where he also serves as president, focusing on employee benefits. Santo Tomas is involved in several insurance-related businesses offering fixed life and disability insurance products. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, providing investment supervisory services, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios that uses a risk-based approach to portfolio construction.

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.