Benjamin Porras is a CFA® charterholder with 20 years of industry experience. He currently serves as an advisor at Farther and previously worked at Arrowroot Family Office, Arrowroot Financial Services, LLC, and EP Wealth Advisors. In addition to his advisory role, he operates a sole proprietorship providing liability and loan consulting as well as transaction coordinator support. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Michael Mora is a financial advisor at Steward Partners Investment Advisory, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Catalina Structured Funding. Mora is based in Los Angeles, CA. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

John Genung III is a financial advisor at Lido in Los Angeles, California, holding a Series 65 designation. He joined Lido in 2025 and has prior experience with Chilton Capital Management LLC and Northwestern Mutual Investment Services, LLC. Genung’s background also includes education roles at Louisiana State University and earlier teaching positions at Memorial High School and Spring Branch Middle School. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, estates, and institutional investors, providing investment management, financial planning, and related services. The firm employs an integrated wealth-management approach with tactical option strategies and maintains active roles as a sub-adviser to various funds, supported by a network of affiliated entities offering trust, tax, insurance, and brokerage services.

Jonathan Boyack is a Series 65-licensed financial advisor at MAI Capital Management, LLC with one year of industry experience. Prior to joining MAI in 2026, he held roles at Evoke Advisors, Sepio Capital, North Island Credit Union, and Benrich Service Company. He studied at Brigham Young University from 2020 to 2024. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of strategies and offers integrated financial planning, with $72.3 billion in assets under management as of May 2026.

Nidaa Kalasho is a financial advisor with First Citizens Investor Services, Inc. who holds Series 63 and Series 65 registrations and has 13 years of industry experience. Her prior work includes roles at U.S. Bank, U.S. Bancorp Investments, Inc., and Wells Fargo, spanning over a decade. Kalasho is based in Pasadena, California. First Citizens Investor Services, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers advisory and brokerage services with a client process focused on financial needs assessment and employs a range of investment products and strategies, including portfolio management, model portfolios, and tax-aware services.

Jon Wingent is a CFP® and Series 65-licensed financial advisor at Cerity Partners LLC with four years of industry experience. He previously worked at Morton Wealth and Schroders Personal Wealth. He serves as an Investment Committee Member for the British Benevolent Society of California, a nonprofit organization. Cerity Partners advises a diverse client base, including high-net-worth individuals and institutions, offering customized wealth management services that integrate proprietary quantitative methods with third-party and direct investment strategies.

Maria Elena Bird is a financial advisor at Lido with nine years of industry experience. She holds Series 65 and Series 66 designations and has worked at firms including CBIZ, Inc, Addepar, Inc, and The Ayco Company LP. Lido advises a diverse client base, including high-net-worth individuals, family offices, charitable organizations, and pension plans, offering investment management, financial planning, and family office services. The firm uses an integrated wealth-management approach balancing various asset classes and employs tactical and defined-risk option strategies through discretionary and non-discretionary accounts, sub-advisers, and private funds.

Jennifer Overhoff is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including LPL Financial, Bancwest Investment Services, and Sheaff Brock Investment Advisors. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and other entities, often serving clients connected to TIAA-administered employer retirement plans. The firm combines point-in-time planning services with ongoing portfolio management under a fiduciary standard.

Gabriela Maria Holian Martinez is an advisor at HSBC Securities (USA) Inc. with a Series 66 designation and one year of industry experience. Her prior roles include positions at Angelini Palisades, the Hammer Museum, and UCLA. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a range of client-directed and discretionary investment programs. The firm’s investment process utilizes five model risk profiles and combines strategic and tactical asset allocation developed with HSBC Global Asset Management, with ongoing fund due diligence and monitoring conducted by affiliated providers.

Maribel Robel is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with Diversified Investment Advisors since 2010 and with Diversified Investors Securities Corp. since 2006. Outside of her advisory role, she serves as an independent consultant selling skincare products for Rodan and Fields. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary software and model portfolios developed with Morningstar Investment Management. The firm focuses on asset allocation, contribution guidance, and retirement planning without targeting high-net-worth or corporate clients.

Chad Worozaken is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding a Series 66 designation and 17 years of industry experience. He has worked at firms including Blue Cedar Financial and Insurance Solutions and Atlas North Financial Strategies, and has been with Eagle Strategies since 2017. Outside of his advisory role, he volunteers as a baseball coach and serves as a board member and safety officer for the Santa Anita Little League, as well as volunteering with youth soccer programs. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services through a large affiliated network. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Bruce Lessinger is a financial advisor with Oppenheimer in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at Oppenheimer since 2009, following eight years at UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and provides both discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios.

Austin Taylor is a financial advisor at Lido with a Series 66 designation and two years of industry experience. His prior work includes roles at Equitable Advisors and Foundry Commercial, as well as positions with the University of Florida related to real estate development. Lido serves a diverse client base, including high-net-worth individuals, family offices, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that includes tactical and defined-risk option strategies and is notable for its active sub-advisory roles and extensive affiliated capabilities.

Channing Smith is a CFA® charterholder with 18 years of industry experience. He is currently an advisor at Lido Advisors, LLC, where he has worked since 2026. Prior to joining Lido, he spent 10 years at Jackson Hole Capital Partners, LLC and 12 years at Capital Advisors, Inc. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, providing investment management, financial planning, and affiliated trust, tax, insurance, and brokerage services. The firm employs an integrated wealth-management approach that incorporates tactical and defined-risk option strategies and maintains active roles in sub-advisory and investment-company management.

Kevin Kramer is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. from 2008 to 2021 before joining Rockefeller. 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, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Keith Andreasen is a CFP® with three years of industry experience, currently serving as a financial advisor at Lido in Los Angeles, CA. His prior experience includes roles at Modera Wealth Management and NexGen Financial Group. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that incorporates tactical and defined-risk option strategies, overseeing approximately $42.5 billion in regulatory assets.

Ramsey Andrijevich is a CFP® and holds a Series 65 license with six years of industry experience. He is currently with Lido Advisors, LLC and has prior experience at First Foundation Advisors, Purus Wealth Management, LLC, and Waddell & Reed. Lido serves a broad range of clients including high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management model featuring diverse asset allocation and tactical option strategies, and it is notable for its active sub-advisory roles and extensive affiliated service capabilities.

Ming Wai Kwok is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs through discretionary and non-discretionary models. The firm combines large institutional scale with specialized market roles, providing a broad set of advisory and execution services.

Brian Estep is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Lido Advisors, LLC and has previously worked at Mercer Global Advisors, Raymond James Financial Services, and TIAA. Lido serves a diverse client base, including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans, offering integrated wealth management through investment management, financial planning, and affiliated trust, tax, insurance, and brokerage services. The firm manages approximately $42.5 billion in assets and utilizes a tactical, defined-risk investment approach with a range of strategies implemented across discretionary and non-discretionary accounts and affiliated private funds.

Monika Mugg is a Certified Financial Planner (CFP®) with 21 years of industry experience. She is currently with MAI Capital Management, LLC and has previously worked at Evoke Advisors, First Republic Securities Company, Llc, Luminous Capital, LLC, and Merrill. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of strategies tailored to client objectives and serves as both an investment adviser and product sponsor, including managing a registered mutual fund and private investment vehicles.