Ryan White is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and three years of industry experience. He previously worked at New York University and spent time unemployed before joining Rockefeller Financial in 2022. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Judith Gordon is a financial advisor at Oppenheimer with 34 years of industry experience, including 23 years at her current firm. She holds Series 63 and Series 65 licenses. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering a range of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs various investment approaches tailored to programs and advisors, with approximately $36.7 billion in assets under management as of December 31, 2025.

Yajaira Serrano is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at Rockefeller Capital Management, Wells Fargo Clearing, and Wells Fargo Bank, NA. Based in Los Angeles, CA, Serrano has been with Rockefeller Financial LLC since 2022. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm combines a Private Advisor model with a consolidated investment platform to offer discretionary and non-discretionary portfolio management, financial planning, and brokerage services, including alternative investment placement and integrated trust and insurance capabilities.

Melissa Nasri is a financial advisor at Transamerica Retirement Advisors, LLC with eight years of industry experience. She holds Series 63 and Series 66 designations. Prior to her current role, she worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. She serves as treasurer for the Mark West Elementary PTA in Santa Rosa, CA. Transamerica Retirement Advisors provides services to participants in employer-sponsored retirement plans and IRA owners, focusing on asset allocation and retirement guidance through managed portfolios and non-discretionary recommendations. The firm utilizes Morningstar Investment Management for portfolio construction and serves a large client base with a high client-to-advisor ratio.

James Duncanson is a financial advisor at Lido with 21 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services Inc., PKS Advisory Services, LLC, and Avitas Wealth Management, LLC. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations. The firm provides investment management, financial planning, and family office services, employing an integrated wealth management approach that includes diversification across various asset classes and options-based strategies.

Tamara Stein is a financial advisor with Hightower Advisors in Encino, CA, holding a Series 66 designation and 23 years of industry experience. She has been with Hightower Advisors and its affiliated broker-dealer, HighTower Securities, LLC, since 2015. Stein also has an administrative services role with Feinberg Stein Financial Services, LLC, which supports her registered investment advisory practice. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach features manager selection and multi-manager solutions using both affiliated and third-party managers, offering a range of portfolio management and financial planning services supported by proprietary research and operational tools.

Gaetano Sacco is a financial advisor at Lido with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fountainhead Capital Management, Mass Mutual Investors Services, and MetLife Securities. Outside of his advisory role, he serves as president of the Cornerstone Study Group, a nonprofit focused on investment learning and development, and is involved with Advisorhub LLC’s advisory council. Lido serves high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach with diversification across multiple asset classes and implements options-based strategies, managing assets primarily on a discretionary basis while utilizing third-party managers and customized client profiles.

Gabriella Ressler is a financial advisor with Sanctuary Advisors, LLC in Westlake Village, CA, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. She previously worked at Merrill, Bank of America, N.A., Unionbanc Investment Services, and MUFG Union Bank. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management solutions, financial planning, and retirement plan consulting, utilizing various analytical approaches and acting as a fiduciary under written advisory agreements.

Jonathan Ellinger is a financial advisor at IEQ Capital, LLC in Los Angeles, CA. He holds a Series 65 designation and has been in the financial industry since 2025, with previous experience at Standish Management and roles outside finance including at Fremont Brewing and North Face. He worked for six years at Glendale Country Club prior to his entry into financial advisory. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm employs a macroeconomic research-driven process with customized investment policy statements and offers access to a range of liquid, third-party, and private investment strategies.

Jonathan Teran is a CFP® with 24 years of industry experience, currently serving as an advisor at Lido since 2018. Prior to joining Lido, he worked for eight years at Capstone Pacific Investment Strategies. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles with an integrated wealth management approach. The firm employs diversified strategies across various asset classes and implements options-based strategies, often managing assets on a discretionary basis and collaborating with third-party asset managers and sub-advisers.

Miguel Jacobo is a financial advisor at D.A. Davidson & Co. with six years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Partners Federal Credit Union, JPMorgan Chase Bank, Ameriprise Financial Services, Kinecta Federal Credit Union, Wells Fargo Bank, and Learn4Life. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, and operates under fiduciary standards defined by the Advisers Act and ERISA.

Donna Feder is affiliated with Integrated Wealth Concepts LLC and holds a partner role at Duffy Kruspodin LLP, a CPA firm. She has been with Duffy Kruspodin LLP since 2007 and joined Integrated Wealth Concepts in 2025. Her dual involvement includes non-investment-related CPA activities and serving as an investment advisor representative. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income.

Scott Bird is a financial advisor at Lido with 12 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for ten years at Olympus Wealth Management. Bird is involved as a member of several investment-related LLCs associated with his prior firm, where he participates in general oversight and investment decisions. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, offering integrated wealth management services that encompass investment management, financial planning, and estate and retirement planning. The firm employs a diversified investment approach with discretionary asset management and utilizes third-party managers and sub-advisers.

Anthony Motamedi is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with PlanMember since 2002 and has been president of Legacy Financial Group, Inc., where he sells fixed annuities and life insurance products, since 2003. He is also a general partner of Sylvan Property LLC. PlanMember 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 approach is centered on strategic asset allocation and managing risk-based mutual fund portfolios, supported by education and personalized planning services.

Neil Elmouchi is a financial advisor with Creative Planning, holding the ChFC® designation and Series 63 and 65 licenses, and has 44 years of industry experience. He previously worked at Summit Financial Consultants, Cetera Wealth Services, and Triad Advisors. Outside of his advisory role, he is the author of *The Wise Investor* and owns an online video game development company called Nogo Studios. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional accounts. The firm uses a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, direct indexing, and selective private market exposure.

Lance Burks is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Burks is based in Los Angeles, CA. 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 operates as both an investment advisor and a registered broker-dealer, offering a range of portfolio management, financial planning, and consulting services through a Private Advisor model and an integrated investment platform.

Lynze Douvros is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and having six years of industry experience. She has worked at Legacy Financial Group, Inc. and PlanMember Securities Corporation since 2019, and has operated her own insurance sales business under the name Lynze Hostetter since 2015. 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 approach centers on a top-down strategic asset allocation framework, offering risk-based mutual fund portfolios and a range of educational and support services to plan sponsors and participants.

Stasia Cato Washington is a financial advisor at Lido with 22 years of industry experience. She holds a Series 66 designation and previously worked for First Foundation Advisors for 10 years. Since 2009, she has been co-owner of Palazzo Concessions, a business focused on national airport concession contracts. 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 integrated wealth management including investment management, financial planning, family office services, and estate planning, with strategies spanning equities, fixed income, structured notes, real estate debt, and alternatives.

Arianna Stern is a financial advisor at Schwab Wealth Advisory with two years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at Charles Schwab and Charles Schwab Bank, as well as experience with Money Positive Cooperative and Fun Factory USA. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, utilizing Schwab’s asset allocation models and research tools to recommend investments across various asset classes. The firm operates as an internal advisory unit within Charles Schwab and conducts annual reviews without exercising discretionary trading authority.

Wayne Gelineau is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill for 11 years before joining Rockefeller Financial in 2020. Outside of his advisory role, Gelineau owns Sunset Music, a sole proprietorship through which he records and sells original music online. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.