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.

Michael Jamal is a financial advisor at Citigroup Global Markets with 40 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds the Series 63 and Series 66 designations. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies with internal oversight and combines large institutional scale with specialized market roles and arrangements.

April Anekboon is a financial advisor with Kestra Advisory in Encino, CA, holding a Series 66 designation and four years of industry experience. She previously worked at Zuckerman Private Wealth Management and assists in client services related to insurance and investment products at FMS Financial Partners, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, with a focus on fiduciary consulting, plan design, and access to multiple management platforms.

Salim Admon is a CFP® with 20 years of experience in financial services. He is currently with TLG Advisors, Inc. and has previously worked at Gideon, The Leaders Group Inc, MML Investors Services, and Mass Mutual Life Insurance Company. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

Steven Levin is a financial advisor at NewEdge Advisors with nine years of industry experience. He holds a Series 66 designation and has prior experience with firms including WealthSource Partners, American Financial Network Advisory Services, DFPG Investments, United Planners' Financial Services of America, and Penniall & Associates. Outside of his advisory role, Levin is involved in real estate brokerage through Pinnacle Estate Properties, Inc. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations via a network of independent investment adviser representatives. The firm provides a broad range of services, including portfolio management, financial planning, retirement and pension consulting, manager referrals, and access to sponsored advisory programs, utilizing technology and centralized due diligence in its multi-structured investment approach.

Steven Duplain is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Legacy Financial Group and Alphastar Capital Management, and serves as a managing member and agent of Humanitas LLC, a life insurance agency. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm uses a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios while delivering education and support services to plan sponsors and participants.

Raul Acevedo is a financial advisor at Lido with 16 years of industry experience. He holds a Series 66 designation and previously worked at Stifel for seven years before joining Lido Advisors, LLC. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm provides investment management, financial planning, family office services, and retirement and estate planning, employing an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Aaron Love is a CFP® licensed financial advisor with three years of industry experience. He is currently with Lido Advisors, LLC and previously worked at Copperwynd Financial and Fidelity Investments. Outside of finance, he has experience working in the food service industry at Bam Bam's Barbecue. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers investment management, financial planning, family office services, and estate planning, using an integrated wealth management approach that includes diversified asset classes and options-based strategies.

Edward Albrecht is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Kestra Advisory since 2023 and previously spent ten years at SagePoint Financial. In addition to his advisory role, Albrecht serves as a city councilman in Calabasas, California, contributing to local government policy decisions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base including large institutional investors and sovereign wealth funds.

Thomas Kim is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior positions include roles at Cetera, Cathay Bank, and Banc of California. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs while maintaining extensive in-house research and unique market roles.

Leda Ozmen is a financial advisor at Oppenheimer in Los Angeles, CA, holding a Series 63 designation with 19 years of industry experience. She has worked at Oppenheimer since 2017 and previously spent time at Wells Fargo Clearing and Wells Fargo Advisors LLC. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of investment and consulting services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

Stephanie Withers is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. Prior to joining Hightower, she held roles at Bel Air Management Company LLC, Bel Air Securities LLC, and Bel Air Investment Advisor LLC. She serves on the investment committee of Katherine Delmar Burke School, overseeing the school's endowment. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles.

Yelena Papiryan is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. She is also a partner at Duffy Kruspodin, LLC, a CPA firm where she has worked since 2014. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, 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, using customized portfolios with a long-term investment approach alongside shorter-term adjustments.

Robert Barnes is a CFP®, CFA®, and holds a Series 66 license with 16 years of industry experience. He is currently with Lido Advisors, LLC and has previously worked at Mariner Wealth Advisors, PFG Advisors, Securities America Advisors, and Klevens Capital Management. Outside of his advisory work, he owns and manages several investment real estate properties in Renton, WA. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers integrated wealth management with diversified strategies across equities, fixed income, structured notes, real estate debt, and alternatives, implementing options-based approaches and managing assets primarily on a discretionary basis.

Mitchell Chatfield is a financial advisor with Lincoln Investment in Woodland Hills, CA, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at capital analysts and Horace Mann Companies in various roles since 2015. Outside of his advisory work, Chatfield serves as president of the Covina-South Hills Kiwanis Club, a community service organization supporting local scholarships and other initiatives. Lincoln Investment serves individuals, including high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, advisor- and firm-managed portfolios, and operates both as a broker-dealer and insurance agency alongside its SEC-registered RIA activities.

John Uriostegui Jr. is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. His career includes roles at Rockefeller Capital Management, Bank of America, Merrill Lynch, and JPMorgan Chase. Outside of his advisory work, he serves as a board member for a nonprofit focused on volleyball clinics and holds leadership positions in private lending and real estate investment entities. 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 brokerage services. The firm uses a Private Advisor model and a consolidated investment platform to provide discretionary and non-discretionary solutions across various asset classes, alongside placement and investment banking capabilities.

Philip Houchin is a financial advisor at Lido with a Series 65 credential and five years of industry experience. He previously worked at Jackson Hole Capital Partners, Mid-Con Energy Partners LP, and Patriot Bank. Outside of his advisory role, he is the managing member of Triple Down LLC, a legacy investment entity focused on oil and gas interests and real estate. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm uses an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers when appropriate.

Igor Zey is a financial advisor with TLG Advisors, Inc. holding CFP® and ChFC® designations and over 40 years of industry experience. He has held leadership roles at several firms, including Professional Financial Resources, Inc., Zey Financial, and Total Financial. In addition to his advisory work, he serves as a professor at California Lutheran University and provides forensic financial planning testimony. TLG Advisors, Inc. serves a diverse client base ranging from individuals to institutional investors, offering services such as portfolio management, financial planning, and fiduciary oversight of ERISA-qualified plans. The firm emphasizes manager selection and monitoring within a diversified investment approach, and also provides a direct-to-consumer digital program called Starlight Portfolios.

Mason Turner is a financial advisor at Citigroup Global Markets with 7 years of industry experience. He previously worked at Wells Fargo Bank NA for 12 years before joining Citigroup in 2025. Outside of his advisory role, he owns and provides funding for a real estate renovation venture through MX Property LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives trading.

Benedetto Falcone is a CFA® charterholder with 24 years of industry experience. He is currently with Kayne Anderson Rudnick Investment Management, LLC and has held previous roles at VP Distributors LLC and Vontobel Asset Management. 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 manages approximately $67.9 billion in assets, offering a range of strategies across multiple market capitalizations and sectors.