Jeffrey Miller is a financial advisor with Rockefeller Financial LLC based in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at Rockefeller Capital Management and Wells Fargo Investments. Outside of finance, he is a part-owner of Beer of the Day, a business focused on beer photography and writing. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and investment banking services. The firm integrates a Private Advisor model with a consolidated investment platform, providing access to direct management, third-party managers, and alternative investment vehicles.

Jason Phan is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, he worked for The AYCO Company, L.P./Mercer Allied for eight years. He holds the Series 66 license and is based in Monterey Park, CA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad array of affiliated legal, trust, and retirement plan service businesses.

Rod Nakamoto is a CFP®-credentialed financial advisor with 33 years of industry experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having previously worked at Bank of America, Merrill, J.P. Morgan Securities, Deutsche Bank Securities, and Citigroup Global Markets. Nakamoto serves as a trustee and president of the board for nonprofit entities affiliated with the University of Southern California. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides a consolidated investment platform with discretionary and non-discretionary solutions across various asset classes.

Sean Kazangian is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, California State University Northridge, Discount Medical Pharmacy, and City Tennis. Eagle Strategies serves a diverse client base 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 through a large network of affiliated investment adviser representatives, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Scott Brokaw is a financial advisor at Lido with 13 years of industry experience and holds a Series 65 designation. He has been with Lido Advisors, LLC since 2015 and also operates as a life and health insurance agent. Lido 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 model and is known for its active sub-advisory roles and extensive affiliated capabilities.

Ani Atnos is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Citibank and CGMI since 2012. Outside of her advisory work, she provides in-home supportive services to disabled individuals, including assisting her father with daily activities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, brokerage execution, and custody services. The firm utilizes multi-asset, multi-manager strategies with internal oversight and includes specialized roles such as swap dealer and futures commission merchant.

Anush Haddadian is a financial advisor at Independent Financial Partners with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Securities America, Verus Capital Partner, LPL Financial, and Premier America Credit Union. Outside of advising, Haddadian provides in-home health care services for family members. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a broad client base and provides both discretionary and non-discretionary account management with a notable focus on retirement-plan advisory and pension consulting.

Edward Rusowicz is a CFP® certificant with 27 years of industry experience. He has worked at Kestra Advisory since 2016 and has been with Kestra Investment Services, LLC since 2005. Outside of his advisory role, he is a recording artist who owns master recordings and publishing rights for his music compositions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm supports ERISA fiduciary services, offers multiple management platforms and third-party solutions, and serves large institutional investors including sovereign wealth funds.

William Nail is a financial advisor at Lido with a Series 65 designation and three years of industry experience. His prior roles include positions at First Republic Bank and involvement with The Finnish Long Drink. Lido advises a diverse range of clients, including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional plans. The firm uses an integrated wealth-management model that balances multiple asset classes and employs tactical and defined-risk option strategies, while also serving as a sub-adviser to various funds and maintaining extensive affiliated capabilities across trust, tax, insurance, and brokerage services.

Steven Ralff is a CFA® charterholder with 22 years of industry experience. He is currently with Lido Advisors, LLC and has previously worked at Fountainhead Advisors, LaSalle Securities, and BlackRock Investments. Outside of finance, he is a named partner in an interior design firm, AHR Design, LLC, based in Maplewood, New Jersey, alongside his spouse. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and institutional entities. The firm offers integrated wealth-management services and employs a comprehensive investment approach incorporating equities, fixed income, alternatives, and options strategies, while also serving as sub-adviser to exchange-traded funds and managing affiliated financial service entities.

Mary Ghobry is a financial advisor with First Citizens Investor Services, Inc. in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. Her prior experience includes seven years at Wells Fargo Clearing and fourteen years at Wells Fargo Bank, N.A. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs fundamental, quantitative, and technical analysis to allocate assets across equities, fixed income, mutual funds, and ETFs, and offers a range of portfolio management and financial planning services.

Jacqueline Riggs is a CFP® with nine years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. She previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. for eight and seven years respectively. Outside of her advisory role, she operates an online retail business on Etsy and serves on the advisory board for the Pi Beta Phi Fraternity. 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 combines portfolio management, financial planning, and consulting with broker-dealer services, offering clients a Private Advisor model supported by a consolidated investment platform across multiple asset classes.

Robert Bodner is a financial advisor at Corient with four years of industry experience. He holds a Series 65 designation and has previously worked at Checchi Capital Advisers and Green Harvest Asset Management. Bodner also contributed to the University of Southern California's MBA program. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investment options as appropriate.

Stephanie Luh is a CFA® charterholder with one year of experience at Kayne Anderson Rudnick Investment Management, LLC. She previously worked at DoubleLine Capital for eight years and spent one year at Levine Leichtman. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a diverse client base, including institutional investors and high-net-worth individuals, utilizing a fundamental research-driven approach that integrates governance and sustainability assessments.

Reiji Kodama is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he held positions at HV Global Group, Inc., Irvine Management Company, and Vistana Vacation Ownership, Inc. His work history also includes six years at Marriott International. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a broad range of investment and consulting services across discretionary and non-discretionary accounts. The firm manages equity, balanced, and fixed-income portfolios with a focus on strategic and tactical asset allocation, while also maintaining custody of client assets as a qualified custodian.

Amir Baker is a financial advisor at Hightower Advisors with a Series 65 credential and one year of industry experience. He previously worked at Tran Capital Management for nine years prior to joining Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager investment approach that includes affiliated and third-party managers, proprietary research, and a variety of portfolio construction options.

David Daughtrey is a CFP® and CFA® with 32 years of industry experience. He is currently with Lido Advisors, LLC and has held prior roles at Purshe Kaplan Sterling Investments, Copperwynd Financial LLC, Commonwealth Financial Network, and Walnut Street Securities, Inc. Daughtrey is also licensed as an independent insurance agent for various insurance companies. Lido serves a diverse client base, including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach incorporating equities, fixed income, alternatives, and tactical option strategies, and it maintains an active role as a sub-adviser and investment company in addition to its range of affiliated financial services.

Andrea Shieh is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She has prior experience with firms including Boulevard Family Wealth Services, The Leaders Group, Bank of America, and Merrill Lynch. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified portfolios using low-cost ETFs, index funds, and other strategies, alongside educational programming and integrated service platforms.

Christine Lee is a financial advisor with Eagle Strategies (NY Life) based in Pasadena, CA. She holds the ChFC® designation and Series 63 license, with 20 years of industry experience. Lee has been with Eagle Strategies since 2014 and has worked in various roles at New York Life and Nylife Securities since 2005. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and maintains a significant portion of assets under non-discretionary management.

Zara Guivi is a financial advisor at D.A. Davidson & Co. with 16 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at City National Securities, Unionbanc Investment Services, Perennial Investment Advisors, Perennial Financial & Insurance Services, LLC, and LPL Financial LC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with more than $20 million in net worth.