Natale Haworth is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Kestra Advisory since 2017 and concurrently works with Kestra Investment Services, LLC and Partners Insurance. Outside of advisory services, Haworth serves as an advisory board member of RED SCHOOLHOUSE, Inc., a college in Pasadena. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Jonathan Milner is a financial advisor at Lido in Los Angeles, CA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Olympus Wealth Management and Wealth Strategies, as well as non-financial experience with Hawx Smart Pest Control and teaching roles at Brigham Young University and Utah Valley University. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm offers integrated wealth management combining equities, fixed income, alternatives, and option strategies, and is notable for its active sub-advisory roles and affiliated in-house capabilities such as trust, tax, and brokerage services.

Kevin Maldonado is a Series 65-licensed financial advisor at Lido with three years of industry experience. He previously worked at The Northern Trust Company and has a background that includes roles outside of finance, such as at the Chicago Tribune and Flattop Grill. Lido serves a diverse range of clients, including high-net-worth individuals, family offices, trusts, charitable organizations, and corporate and pension plans, offering services such as investment management, financial planning, and family office support. The firm employs an integrated wealth-management approach with tactical option strategies and maintains notable roles as a sub-adviser to funds like the VanEck U.S. Equity Buffer ETF, supported by a broad network of affiliated entities.

Kimball Driggs is a financial advisor at MAI Capital Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining MAI, he held positions at Evoke Advisors, Olympus Wealth Management, Morgan Stanley, and Brigham Young University. He has also worked in diverse roles outside finance, including at Brooks Pest Control and Swig Drinks. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a broad client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a range of investment strategies and serves in both product-sponsor and advisory capacities, managing over $72 billion in assets as of mid-2026.

Richard Gutierrez is a CFP® certificant with five years of industry experience. He is currently with Capital Group Private Client Services, Inc. and has previously worked at BMO Harris Financial Advisors and U.S. Bancorp Investments. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach that emphasizes fundamental research and a long-term investment horizon. The firm manages portfolios through separately managed accounts, mutual funds, ETFs, and offers access to private equity and alternative strategy funds.

Michael Sy is a CFP® with 38 years of industry experience. He has been with Equity Services, Inc. since 1996 and has also worked with National Life Group since 1995. Outside of his advisory role, he provides tax preparation and notary services to the public. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to a broad client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Jessica Fino is a financial advisor at Lido with 14 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill for 10 years before joining Lido Advisors, LLC. Outside of her professional role, she serves as a trustee to a family account with no trading or activity involved. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and pension plans. The firm employs an integrated wealth-management approach that balances various asset classes and offers active sub-advisory roles, combining traditional advisory services with extensive affiliated capabilities.

Michael Massarano is a financial advisor with Focus Partners Wealth, LLC, holding the Series 63 and Series 66 designations and five years of industry experience. His prior roles include positions at Edward Jones, Bank of America, Merrill Lynch, J.P. Morgan, and Morgan Stanley. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Kyle Laughlin is a financial advisor with Rockefeller Financial LLC in Los Angeles, CA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at First Republic Securities Company, LLC, Goldman Sachs, and First Republic Investment Management Inc. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers portfolio management, financial planning, and consulting services, operating a broker-dealer and investment platform to provide a range of personalized and model-based investment solutions.

Timothy Mcinnis II is a financial advisor with Commonwealth Financial Network in Simi Valley, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Commonwealth since 2009 and is also affiliated with Wm. "Al" Muskat CFP, Inc. since 2007. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 advisors and hundreds of thousands of clients, managing about $212.7 billion in assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Zachary Cole is a financial advisor with Integrated Wealth Concepts LLC in West Hollywood, CA, holding one year of industry experience. Prior to joining Integrated Wealth Concepts, he worked at Sixteenth, Whalar, Slash, Select Management Group, and Golin. He is also engaged as a talent manager with Underscore. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios that include mutual funds, ETFs, individual equities, and fixed income.

Tyler Robuck is a CFP® and Series 65-licensed financial advisor at Mariner with 16 years of industry experience. Prior to joining Mariner, he worked at NewEdge Advisors, Manhattan West Enterprise Company LLC, and EP Wealth Advisors. Outside of financial advising, he owns and operates Stage of the Art, a home staging business. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm utilizes discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions uncommon for firms of its scale.

Eduardo Camacho is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing six years of industry experience. His prior roles include positions at Charles Schwab, Charles Schwab Bank, SSB, and other firms. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on internal asset-allocation models and research tools. The firm emphasizes client authorization for trades and offers tailored recommendations aligned with clients’ goals and risk tolerance.

Daniel Reardon Jr. is a financial advisor at Lido with a Series 65 designation and three years of industry experience. His prior roles include positions at Fisher Investments, Northwestern Mutual, and Rhodes College Finance Office, as well as seven years at Reardon & Company. Lido serves a diverse clientele, including high-net-worth individuals, family offices, and institutional investors, providing integrated wealth management that combines tactical option strategies and a broad asset allocation approach. The firm also offers services through affiliated entities and plays an active sub-advisory role with investment funds such as the VanEck U.S. Equity Buffer ETF.

Thomas Mirth is a CFP® professional with three years of industry experience, currently advising clients at Lido in Los Angeles, CA. He has held prior roles at Kestra Investment Services, Paces Ferry Wealth Advisors, Fisher Investments, and other firms. Outside of his advisory work, Mirth serves as a director on the board of Alpha Lambda of Theta Xi House Corporation and is a member of the Junior Committee at The Shepherd Center. Lido provides comprehensive wealth management services to a diverse client base, including high-net-worth individuals, family offices, and institutions. The firm employs an integrated investment approach that balances multiple asset classes and offers active sub-advisory roles, supported by affiliated entities specializing in trust, tax, insurance, and brokerage services.

Herman Nainkin is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. He has 22 years of industry experience and serves clients from Sherman Oaks, CA. Outside of his financial advisory work, Nainkin is involved in music brand management as a musician with Jake Jordan Music. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial solutions through its network of 477 independent advisors.

Adam Dandis is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Lido Advisors, LLC. His prior roles include positions at Carson Wealth, CWM, LLC, and Fidelity Investments, among others. Lido provides a range of wealth management services to a diverse client base, including high-net-worth individuals, family offices, and institutional investors. The firm’s investment approach integrates asset allocation across various asset classes with tactical and defined-risk option strategies, and it maintains an active role in sub-advisory and investment-company activities.

Jon Morgan is a Senior Wealth Advisor and Managing Director at Lido with 37 years of industry experience. He has held positions at several firms, including Private Wealth Strategies, Lincoln Investment, Shore Morgan Young Wealth Strategies, and Osaic FA, Inc. Outside of his advisory work, he is a partner and owner of car wash businesses, as well as involved in real estate development and management through multiple entities. Lido serves a diverse client base, including high-net-worth individuals, family offices, trusts, charitable organizations, and corporate and pension plans. The firm employs an integrated wealth-management approach that includes tactical and defined-risk option strategies, and it is notable for its active sub-advisory roles and extensive affiliated capabilities in trust, tax, insurance, and brokerage services.

Marcia Cornwell is a financial advisor with Transamerica Financial Advisors in Woodland Hills, CA, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to her role at Transamerica, she has held positions in various industries including hospitality with Darden Restaurants, where she currently works as a server. Transamerica Financial Advisors serves a diverse clientele, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm manages both discretionary and non-discretionary accounts and combines its roles as a registered broker-dealer and registered investment advisor with affiliated retirement and recordkeeping services.

Gurcharan Soni is a financial advisor with Eagle Strategies (New York Life) based in Granada Hills, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been associated with Eagle Strategies LLC since 1999 and operates Soni Financial & Insurance Solutions, through which he brokers non-registered insurance products. 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 emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis, working with a wide range of institutional sponsors as well as retail clients.