Scott Lenet is a financial advisor with Cerity Partners LLC, holding a Series 65 designation and bringing 11 years of industry experience. He has worked at Cerity Partners since 2024 and previously spent a decade with Touchdown Ventures Inc. In addition to his advisory role, Lenet serves as a Managing Director and shareholder at DFJ Frontier, a venture capital firm focused on early-stage investments. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, corporations, charitable institutions, and other investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing customized, diversified portfolios and periodic rebalancing.

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 with 18 years of industry experience. She has held positions at Oppenheimer since 2017, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. She holds a Series 63 designation. Oppenheimer serves a diverse client base, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation alongside various investment vehicles to meet client objectives.

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.

John Uriostegui Jr. is a financial advisor at Rockefeller Capital Management with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at notable firms including Bank of America, Merrill, and JPMorgan Chase. Outside of his advisory role, he serves on the board of a nonprofit organization called VolleySkills and is president of two investment-related companies focused on lending and real estate consulting. Rockefeller Capital Management is an enterprise firm with 157 advisors that provides wealth management services.

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.

Brian Reisner is a financial advisor at Lido with a Series 65 credential and two years of industry experience. Prior to joining Lido in 2023, he spent 12 years at Virtual PICU Systems, LLC. He currently serves on the board of directors for Virtual PICU Systems, which supports a network of Pediatric Intensive Care Units across North America. Lido advises 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, utilizing a diversified, options-based investment approach across various asset classes and managing assets primarily on a discretionary basis.

Timothy Johnson Jr. is a CFP® with two years of industry experience, currently serving as a financial advisor at Lido. He previously worked at Capco and has held various roles including at Hawkers Asian Street Fare and Uber, where he continues to work part-time as a delivery driver. 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 investment management, financial planning, family office services, and estate planning, employing an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Daniel Polyakov is a CFP® with one year of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Woodland Hills, CA. His prior work includes roles at Aeg, Substance Global, Transit, and Universal Pictures. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, with options such as ETFs, mutual funds, separate accounts, and direct indexing.

Bridget Costello is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 13 years of industry experience. She holds Series 65 and Series 63 designations and has worked at both VP Distributors LLC and Kayne Anderson Rudnick Investment Management since 2015. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a diverse client base, including institutional and individual investors. The firm emphasizes fundamental, company-level research and incorporates proprietary governance and sustainability assessments in its investment process.

Daniel Elijah Valverde is a financial advisor at Lido with a Series 65 credential and one year of industry experience. Prior to joining Lido, he worked at Fisher Investments for one year and has held a variety of positions in different industries including Doordash and Chick-fil-A. 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 retirement and estate planning, employing an integrated wealth management approach with diversification across multiple asset classes and options-based strategies.

Christopher Wahl is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner. His prior experience includes roles at NewEdge Advisors, LLC, Northwestern Mutual, and UBS Private Wealth. Wahl is also a licensed insurance agent. Mariner serves a broad client base, including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by internal research and third-party managers, with notable integration of tax and accounting services.

Reid Budrovich is a financial advisor at Hightower Advisors in Los Angeles, CA, holding a Series 65 designation with two years of industry experience. He has been with Hightower Advisors since 2019 following five years as a student. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research to offer diversified portfolio management and financial planning services.