Peter Lee is a CFA® charterholder with 12 years of industry experience. He is currently with Lido Advisors, LLC and previously worked at Avitas Wealth Management and UBS. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutions, offering integrated wealth management that incorporates equities, fixed income, alternatives, and tactical option strategies. The firm also provides family office services and access to affiliated trust, tax, insurance, and brokerage entities.

Christopher Gomez is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at Fidelity Investments and E*TRADE Capital Management, among other firms. Gomez holds active insurance licenses for life, accident, health, variable life, and variable annuity insurance. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private fund platforms.

Matthew Hetrick is a CFP® and CFA® with 22 years of experience in the financial services industry. He has been with Kestra Advisory since 2016 and is also a minority partner and wealth advisor at Insight Wealth Advisors LLC, a registered representative business affiliated with Kestra Investment Services. Outside of his advisory work, he serves as secretary and a member of the board of directors for the Woodland Hills Sunrise Baseball Little League. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a wide range of clients, including large institutional investors and sovereign wealth funds.

Daniel Leong is a financial advisor at Lido with four years of industry experience. He holds the CFP® designation and Series 65 license. His prior work includes roles at Oracle Corporation and Morgan Stanley, and he has experience at University of Southern California as well as IDB Lido Wealth, LLC. 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, family office services, and access to affiliated trust, tax, insurance, and brokerage services. The firm employs an integrated wealth-management approach that incorporates tactical and defined-risk option strategies and offers active sub-advisory roles for ETFs and institutional strategies.

Vince Vu is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and nine years of industry experience. He has been with City National Rochdale since 2015. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management along with sub-advisory and model delivery services. The firm employs a multi-strategy investment approach that integrates quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes.

Andrew Shestek is a financial advisor at Cerity Partners LLC with a Series 65 designation and three years of industry experience. He previously worked at Greater Nevada Credit Union and spent several years in education before beginning his advisory career. Based in Los Angeles, CA, Shestek has been with Cerity Partners since 2022. Cerity Partners advises a diverse client base including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Joo Kyung Lee is a financial advisor at TLG Advisors, Inc. with eight years of industry experience. Lee holds Series 63 and Series 65 credentials and has worked at firms including The Leaders Group Inc, Ameritas Advisory Services, and The Prudential Insurance Company of America. Outside of investment advisory roles, Lee is involved as a Medicare agent assisting seniors with Medicare insurance enrollment. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering portfolio management, financial and estate planning, and ERISA fiduciary services. Its investment approach includes fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program that allocates clients into passive, active, or blended fund portfolios reviewed quarterly.

Andrew Ielmini is a financial advisor at Lido with seven years of industry experience. He holds a Series 66 designation and has held prior roles at Neuberger Berman, City National Bank, and RBC Capital Markets. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, corporations, and pension plans, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with a range of asset classes and strategies, including tactical option strategies, and is notable for its active sub-advisory roles and affiliated capabilities.

Dev Maheshwari is a Series 66-licensed financial advisor at Citigroup Global Markets with one year of industry experience. He joined the firm in 2026 following his studies at the University of Southern California. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm combines large institutional scale with distinctive market roles, including in-house research and security pricing, and implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Cheryl Hom is a Series 66 licensed financial advisor at First Citizens Investor Services, Inc. with 19 years of industry experience. She previously worked at Bank of the West and BancWest Investment Services from 2015 to 2023. First Citizens Investor Services serves a range of clients, including high-net-worth individuals, pension plans, charitable organizations, and businesses, offering advisory and brokerage services with a focus on customized portfolio management, financial planning, and tax-aware strategies.

Andrew Perceleanu is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Citigroup since 2017, following a one-year tenure at Xceed Federal Credit Union. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and regulatory merchant functions.

Peter Mueller is a CFP® professional with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, HoyleCohen, LLC, and Libbie Agran Financial Services & Seminars. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Michael Lampert is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Ameritas and affiliated entities since 2006 and is also a registered representative at Capstone Financial. Outside of finance, Lampert is a semi-professional musician and a visual artist, occasionally performing and exhibiting his artwork. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management and financial planning through a range of programs, incorporating model portfolios, mutual funds, ETFs, and individual securities, supported by multiple platform options and affiliated entities with varied capabilities.

Robert Nieto Jr. is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 65 credentials and has 29 years of industry experience. His career includes roles at Infinex Investments, Financial Partners Credit Union, LPL Financial, SagePoint Financial, and other firms. Outside of advising, he is involved with AmeriEstate Legal Plan, a prepaid legal service. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of representatives. The firm offers customized advisory services, financial planning, and access to alternative investments while operating a hybrid adviser and broker-dealer structure.

Fabian Chichester is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors for seven years before joining Citigroup in 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Shelby Seivert is a financial advisor at Lido with a Series 65 designation and two years of industry experience. Prior to joining Lido, Shelby held roles at firms including Echelon Partners LLC and Owen James. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm offers investment management, financial planning, and family office services with an integrated wealth-management approach that includes tactical and defined-risk option strategies and a range of affiliated capabilities such as in-house trust and tax services.

Charles Bennett is a CFP® credentialed financial advisor with five years of industry experience. He is currently with PlanMember Securities Corporation and has previously worked at firms including Inflection Advisors and Harry Licursi Tax & Retirement Planning. Outside of his advisory work, he is the CEO of an online business that sells running insoles. 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 is based on a strategic asset allocation framework and risk-based mutual fund portfolios, supported by education, support services, and periodic portfolio rebalancing.

Dwayne Isaac is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Outside of his advisory role, he serves as president of Isaac Property Management LLC, which manages short-term rental properties. 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 employs multi-asset, multi-manager strategies and operates with significant institutional scale, including in-house research and unique market roles.

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.

Bansi Patel is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab, Patel held roles at Charles Schwab & Co. and has a background that includes significant time in education and community involvement through the Boys and Girls Club. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm offers guidance on asset allocation and investment selection using proprietary models and research tools, with a structure that compensates advisors through Charles Schwab & Co. rather than direct client billing.