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 in 2022. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and institutional investors. The firm employs an integrated wealth-management approach that combines various asset classes and tactical option strategies, and is notable for its active sub-advisory roles and extensive affiliated capabilities.

Aaron Love is a CFP® certificant with three years of industry experience, currently serving as a financial advisor at Lido. He has worked previously at Copperwynd Financial and Fidelity Investments. Outside of finance, he spent time working at Bam Bam's Barbecue. Lido advises a diverse client base including high-net-worth and ultra-high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm offers integrated wealth management services, combining a broad investment approach with affiliated trust, tax, insurance, and brokerage capabilities.

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 Series 66-registered advisor with 16 years of industry experience. He currently works at Lido Advisors, LLC and previously held roles at Mariner Wealth Advisors, PFG Advisors, and Klevens Capital Management among others. Outside of his advisory work, he has been involved as an owner managing several rental properties in Renton, WA since 2014. Lido advises a broad range of clients including high-net-worth individuals, family offices, trusts, and institutional entities, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach, using diverse asset allocations and tactical option strategies, and is notable for its active sub-advisory roles and extensive affiliated capabilities.

Mitchell Chatfield is a financial advisor with Lincoln Investment in Woodland Hills, CA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Horace Mann Companies and Capital Analysts. He serves as President of the Covina-South Hills Kiwanis Club, a nonprofit focused on community service and scholarships. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individuals, high-net-worth clients, trusts, charities, and retirement plans, with a history of working with educators and 403(b) and 457(b) participants. The firm offers financial planning, portfolio management through various model portfolios, and advisor-led consulting, supported by an in-house investment management and research team.

John Uriostegui Jr. is a financial advisor at Rockefeller Financial LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at notable firms including Merrill, JPMorgan Chase, Deutsche Bank Securities, and Citigroup Global Markets. Outside of his advisory role, he serves on the board of a nonprofit organization focused on volleyball clinics and holds leadership positions with two investment-related companies specializing in lending and real estate consulting. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm employs a Private Advisor model and offers a consolidated investment platform that provides discretionary and non-discretionary portfolio management, financial planning, and placement services, including alternative investment vehicles and personalized managed accounts.

Philip Houchin is a financial advisor at Lido with five years of industry experience. He holds a Series 65 designation and previously worked at Jackson Hole Capital Partners, Mid-Con Energy Partners LP, and Patriot Bank. He is also the managing member of Triple Down LLC, a legacy investment entity focused on oil and gas working interests and real estate. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and institutional clients, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management model that utilizes tactical and defined-risk option strategies and manages approximately $42.5 billion in regulatory assets.

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.

Brian Reisner is a financial advisor at Lido with a Series 65 designation and two years of industry experience. Before joining Lido Advisors, LLC in 2023, he spent 12 years at Virtual PICU Systems, LLC. He currently serves on the Board of Directors at Virtual PICU Systems, a network supporting Pediatric Intensive Care Units across North America. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and pension plans. The firm offers integrated wealth management with a focus on tactical and defined-risk option strategies, managing approximately $42.5 billion in assets and providing services through affiliated entities in trust, tax, insurance, and brokerage.

Timothy Johnson Jr. is a CFP®-certified financial advisor at Lido with three years of industry experience. Prior to joining Lido, he worked at Capco and has held roles in various sectors including food service and delivery. Outside of advising, he continues to work part-time as a delivery driver for Uber. Lido serves a diverse client base ranging from high-net-worth individuals to charitable organizations and pension plans, offering integrated wealth management through investment management, financial planning, and family office services. The firm manages approximately $42.5 billion in assets and is notable for its active sub-advisory roles and a comprehensive suite of affiliated services.