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.

John Genung III is a financial advisor at Lido in Los Angeles, California, holding a Series 65 designation. He joined Lido in 2025 and has prior experience with Chilton Capital Management LLC and Northwestern Mutual Investment Services, LLC. Genung’s background also includes education roles at Louisiana State University and earlier teaching positions at Memorial High School and Spring Branch Middle School. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, estates, and institutional investors, providing investment management, financial planning, and related services. The firm employs an integrated wealth-management approach with tactical option strategies and maintains active roles as a sub-adviser to various funds, supported by a network of affiliated entities offering trust, tax, insurance, and brokerage services.

Jonathan Boyack is a Series 65-licensed financial advisor at MAI Capital Management, LLC with one year of industry experience. Prior to joining MAI in 2026, he held roles at Evoke Advisors, Sepio Capital, North Island Credit Union, and Benrich Service Company. He studied at Brigham Young University from 2020 to 2024. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of strategies and offers integrated financial planning, with $72.3 billion in assets under management as of May 2026.

Jeffrey Bannon is a financial advisor with Lincoln Investment, holding a Series 66 designation and 17 years of industry experience. He has worked at Lincoln Investment since 2012 and is a partner at The Rawls Group, where he assists family-owned businesses with succession planning. In addition, he serves as Vice President and CFO of the Sideline Supporters Boosters Club, a nonprofit organization focused on fundraising for youth sports. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, utilizing an in-house Investment Management & Research team to develop strategic model portfolios and adaptive investment strategies.

Victoria Arndt is a ChFC®-designated advisor with 22 years of industry experience, currently with Mercer Global Advisors Inc. in Thousand Oaks, CA. She previously worked for Eagleson Arndt Financial Advisors for 26 years. She is also licensed as a life, health, and accident insurance broker with various insurance companies. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of investment advisory and financial planning services. Their investment approach is based on Modern Portfolio Theory, utilizing diversified portfolios with low-cost ETFs, index funds, and alternative investment options alongside educational content and integrated service lines.

Jon Wingent is a CFP® and Series 65-licensed financial advisor at Cerity Partners LLC with four years of industry experience. He previously worked at Morton Wealth and Schroders Personal Wealth. He serves as an Investment Committee Member for the British Benevolent Society of California, a nonprofit organization. Cerity Partners advises a diverse client base, including high-net-worth individuals and institutions, offering customized wealth management services that integrate proprietary quantitative methods with third-party and direct investment strategies.

Maria Elena Bird is a financial advisor at Lido with nine years of industry experience. She holds Series 65 and Series 66 designations and has worked at firms including CBIZ, Inc, Addepar, Inc, and The Ayco Company LP. Lido advises a diverse client base, including high-net-worth individuals, family offices, charitable organizations, and pension plans, offering investment management, financial planning, and family office services. The firm uses an integrated wealth-management approach balancing various asset classes and employs tactical and defined-risk option strategies through discretionary and non-discretionary accounts, sub-advisers, and private funds.

Nathan Afshin is a CFP® professional with eight years of experience in the financial industry. He is currently an advisor at Citigroup Global Markets, having joined the firm in 2024. Prior to this, he worked at JP Morgan Chase Bank and JP Morgan Securities from 2018 to 2024, Edward Jones from 2017 to 2018, and Bank of America from 2013 to 2017. 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 maintains unique market roles such as operating as a swap dealer and futures commission merchant.

Gabriela Maria Holian Martinez is an advisor at HSBC Securities (USA) Inc. with a Series 66 designation and one year of industry experience. Her prior roles include positions at Angelini Palisades, the Hammer Museum, and UCLA. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a range of client-directed and discretionary investment programs. The firm’s investment process utilizes five model risk profiles and combines strategic and tactical asset allocation developed with HSBC Global Asset Management, with ongoing fund due diligence and monitoring conducted by affiliated providers.

Maribel Robel is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with Diversified Investment Advisors since 2010 and with Diversified Investors Securities Corp. since 2006. Outside of her advisory role, she serves as an independent consultant selling skincare products for Rodan and Fields. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary software and model portfolios developed with Morningstar Investment Management. The firm focuses on asset allocation, contribution guidance, and retirement planning without targeting high-net-worth or corporate clients.

Ryan Cartaino is a financial advisor with Transamerica Financial Advisors based in Thousand Oaks, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Wfgia and NK Developments. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm combines advisory and broker-dealer services, offering proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Dylan Audsley is a Series 66-licensed financial advisor at Mercer Global Advisors Inc. with one year of industry experience. Prior to joining Mercer, he worked at Seia LLC and Ses LLC, and he spent four years with USA Rugby and the San Diego Legion. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified, risk-appropriate portfolios with low-cost ETFs, index funds, separate account managers, and private funds.

Bruce Lessinger is a financial advisor with Oppenheimer in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at Oppenheimer since 2009, following eight years at UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and provides both discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios.

Austin Taylor is a financial advisor at Lido with a Series 66 designation and two years of industry experience. His prior work includes roles at Equitable Advisors and Foundry Commercial, as well as positions with the University of Florida related to real estate development. Lido serves a diverse client base, including high-net-worth individuals, family offices, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that includes tactical and defined-risk option strategies and is notable for its active sub-advisory roles and extensive affiliated capabilities.

Channing Smith is a CFA® charterholder with 18 years of industry experience. He is currently an advisor at Lido Advisors, LLC, where he has worked since 2026. Prior to joining Lido, he spent 10 years at Jackson Hole Capital Partners, LLC and 12 years at Capital Advisors, Inc. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, providing investment management, financial planning, and affiliated trust, tax, insurance, and brokerage services. The firm employs an integrated wealth-management approach that incorporates tactical and defined-risk option strategies and maintains active roles in sub-advisory and investment-company management.

Kevin Kramer is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. from 2008 to 2021 before joining Rockefeller. 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 portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Keith Andreasen is a CFP® with three years of industry experience, currently serving as a financial advisor at Lido in Los Angeles, CA. His prior experience includes roles at Modera Wealth Management and NexGen Financial Group. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that incorporates tactical and defined-risk option strategies, overseeing approximately $42.5 billion in regulatory assets.

Scott Lam is a financial advisor at Kestra Advisory with 25 years of industry experience. He has held positions at firms including LPL Financial, Merrill, Banc of America Investment Services, and Citicorp Investment Services. Lam holds Series 63 and Series 65 licenses. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base including plan sponsors, institutional investors, and individuals. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets under management.

Ramsey Andrijevich is a CFP® and holds a Series 65 license with six years of industry experience. He is currently with Lido Advisors, LLC and has prior experience at First Foundation Advisors, Purus Wealth Management, LLC, and Waddell & Reed. Lido serves a broad range of clients including high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management model featuring diverse asset allocation and tactical option strategies, and it is notable for its active sub-advisory roles and extensive affiliated service capabilities.

Brian Estep is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Lido Advisors, LLC and has previously worked at Mercer Global Advisors, Raymond James Financial Services, and TIAA. Lido serves a diverse client base, including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans, offering integrated wealth management through investment management, financial planning, and affiliated trust, tax, insurance, and brokerage services. The firm manages approximately $42.5 billion in assets and utilizes a tactical, defined-risk investment approach with a range of strategies implemented across discretionary and non-discretionary accounts and affiliated private funds.