Scott Anderholt is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and eighteen years of industry experience. He is affiliated with Hudson Financial Services and The Legacy Group, entities through which he has provided investment and retirement services since 2008 and 2012, respectively. Anderholt serves as a volunteer board member of The Louis Zamperini Foundation, a nonprofit organization focused on assisting children in need. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment process utilizes a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive, supported by educational and support services for plan sponsors and participants.

Mitchell Spinneberg is a financial advisor at Mariner with seven years of industry experience. He holds a Series 65 designation and previously worked at AdvicePeriod, LLC and the University of San Diego. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing customized portfolios with in-house research and third-party managers.

Ryan Nguyen is a financial advisor at Mariner with Series 63 and Series 65 credentials and eight years of industry experience. His career includes roles at West Wealth Group, JPMorgan Chase Bank, J.P. Morgan Securities, and Guardian Life Insurance Company. He is also an independent licensed insurance agent specializing in life, accident, and health insurance in California. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm employs a discretionary, customized portfolio approach supported by an internal management team and third-party managers, and provides integrated tax, accounting, and financial wellness services uncommon for a firm of its size.

Edward Kulow is a CFP® with 15 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2013. He holds Series 63 and Series 65 licenses. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm operates under fiduciary standards, offering a range of services from retirement plan advisory to comprehensive financial planning and private wealth management for clients with significant assets.

Francisco Galan is a financial advisor with TIAA-CREF, holding Series 63, 65, and 66 credentials and bringing 20 years of industry experience. Prior to joining TIAA-CREF in 2023, he worked at HSBC Bank USA and HSBC Securities from 2015 to 2023. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while employing a fiduciary standard for its registered investment adviser services.

Ryan Pittman is a financial advisor at Lido with CFP®, ChFC®, and Series 65 credentials and three years of industry experience. He previously worked at CG Advisory Services LLC and The Advancement Group. Outside of advisory work, he owns RP Systems LLC, a firearms and optics sales business, and is a sole proprietor involved in health insurance premium renewals. 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 services across multiple asset classes and implements options-based strategies, managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Steven Lockshin is a financial advisor at Mariner with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at B+ Institutional Services, AdvicePeriod, Convergent Wealth Advisors, and Lydian Wealth Management. Outside of advising, he is involved in several entrepreneurial and nonprofit activities, including board roles with a sustainable bottled water company and Harlem Lacrosse, as well as leadership positions in estate planning software development and trustee support services. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering comprehensive investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs a discretionary, customized investment approach supported by in-house research and third-party managers, with an emphasis on tax integration and operational capabilities uncommon at its enterprise scale.

Matthew Birkett is a CFP® with over 21 years of industry experience, currently serving at Rockefeller Financial LLC. His prior experience includes 12 years at Bank of America and Merrill. He is based in Los Angeles, CA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer that also offers placement and investment banking services.

Dillon Gracey is a CFP® professional with four years of industry experience. He is currently with Lido Advisors, LLC, having joined in 2023, and previously worked at Goldman Sachs and United Capital. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices and charitable organizations, providing investment management, financial planning, and family office services. The firm employs an integrated wealth management approach with diversification across multiple asset classes and options-based strategies, often managing assets on a discretionary basis and collaborating with third-party managers.

Benjamin Bruner is a financial advisor at Lido with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Lido in 2025, he worked at Northwestern Mutual in various capacities from 2021 to 2024. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, offering integrated wealth management with diversification across multiple asset classes and options-based strategies. The firm manages assets on a discretionary basis and frequently sub-advises registered investment companies.

James Chartrey is a financial advisor with Lido in Los Angeles, CA, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Mariner Wealth Advisors and Principal Funds Distributor, Inc., among others. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, providing investment management, financial planning, and family office services. The firm employs a diversified investment approach incorporating equities, fixed income, alternatives, and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers.

Gina Dandrea is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Empower Advisory Group. Her background includes roles at T. Rowe Price, RBC Capital Markets, and J.P. Morgan Securities LLC. She has also been involved with Blue Moon Cafe in a non-investment capacity. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm integrates services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

John Tijerino is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 66 designation. His prior work experience includes roles at Bank of America, Merrill, and previous tenures at Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm provides a broad range of advisory programs, execution and custody services, and operates with a combination of large institutional scale and specialized market roles.

Gregory Nostrant is a financial advisor with PlanMember Securities Corporation and holds Series 63 and Series 65 licenses. He has two years of industry experience and concurrently manages digital marketing roles at Gooding & Company and Nostrant Marketing. Prior to joining PlanMember, he worked at several firms including the Wilshire Law Firm and Alley Group. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options. The firm uses a top-down strategic asset allocation approach to manage risk-based mutual fund portfolios ranging from conservative to aggressive.

Nathan Stagg is a ChFC® and holds a Series 66 license, currently serving as a financial advisor at Lido with two years of industry experience. His prior roles include positions at Olympus Wealth Management and Wells Fargo Clearing Services. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach that includes diversification across various asset classes and options-based strategies, managing assets primarily on a discretionary basis while utilizing third-party managers and sub-advisers.

Randy Moshtael is a financial advisor at Oppenheimer with 43 years of industry experience. He holds a Series 63 designation and has worked at Fahnestock & Co., Inc. since 2003, following prior roles at Morgan Stanley and Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and consulting.

Erica Ghotra is a financial advisor at Lido with 16 years of industry experience. She holds a Series 66 designation and previously worked at Westmount Asset Management from 2016 to 2019. Erica is based in Los Angeles, CA. 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 estate and retirement planning, employing an integrated approach that includes equities, fixed income, alternatives, and options-based strategies.

Evan Stablein is a CFP® professional with one year of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC. He has previously worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers additional services such as trust administration and insurance through affiliated entities.

Chad Weber is a financial advisor with TIAA-CREF who holds Series 63, 65, and 66 licenses and has 28 years of industry experience. He has been with TIAA and TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management using model and customized portfolios within a vertically integrated structure.

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.