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.

Ryan Erlanger is a financial advisor at Lido with three years of industry experience. He holds a Series 65 designation and has prior experience at Fountainhead Advisors, Wells Fargo, and RBC. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, estates, and institutional investors. The firm employs an integrated wealth-management approach balancing multiple asset classes and offers a range of services including investment management, financial planning, and affiliated trust, tax, insurance, and brokerage services.

Mounir Said is a financial advisor with First Citizens Investor Services, Inc. in Pasadena, CA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Money Wise Mortgage. Outside of advisory work, he is a partner in a residential rental property LLC. First Citizens Investor Services serves a diverse client base, including individuals, pension plans, and charitable organizations, offering a range of advisory and brokerage services with an emphasis on IAR-led financial assessments and a variety of portfolio management options.

Dominic Cozzetto is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He has worked at Mariner Wealth Advisors since 2022, following roles at Adviceperiod LLC and BNY Mellon Wealth Management. He serves as a volunteer member of the investment committee for Goodwill Industries of Orange County, a nonprofit focused on economic empowerment. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm uses discretionary, customized portfolios that combine in-house research with third-party managers, and provides integrated tax and accounting services alongside traditional portfolio management.

Bernard Machlovitch is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at several notable firms, including Morgan Stanley Private Bank, N.A. and Lehman Brothers Inc. before joining the Rockefeller family of firms. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering a range of portfolio management, financial planning, and consulting services. The firm operates a Private Advisor model alongside a consolidated investment platform, delivering customized solutions across equities, fixed income, and alternatives.

Sierra Argyle is a CFP® with six years of industry experience, currently serving as an advisor at Lido since 2019. She previously worked at Signature FD, LLC and Bessemer Trust. Lido advises a diverse range of clients, including high-net-worth individuals, family offices, trusts, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with active sub-advisory roles and a broad array of affiliated service capabilities.

Ricardo Azarloza is a CFP® and CFA® with 20 years of industry experience. He has been with Cerity Partners LLC since 2022 and previously spent 16 years at Covington Capital Management. Based in Los Angeles, CA, Azarloza holds Series 63 and Series 66 licenses. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs an investment framework centered on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.

Kelly Oliver is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Lido Advisors, LLC. Her prior experience includes roles at XPS Capital LLC, Purshe Kaplan Sterling Investments, Cope Corrales, and Chevy Chase Trust. Lido Advisors serves a diverse client base including high-net-worth individuals, family offices, trusts, and charitable organizations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach balancing various asset classes and manages approximately $42.5 billion in regulatory assets.

Janice Osugi is a CFA® charterholder and holds Series 63 and Series 66 licenses. She has six years of industry experience and currently serves as an advisor at Lido. Her prior roles include positions at BluePointe Capital Management, Progress, and Credit Suisse Securities. Lido provides investment management, financial planning, family office services, and access to affiliated trust, tax, insurance, and brokerage services. The firm serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and pension plans, managing approximately $42.5 billion in assets with an integrated wealth-management approach that includes tactical option strategies and a range of asset classes.

Zachary Senn is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Capital Management, he worked at Innovative Wealth Building and has teaching experience at California State University, Fullerton, College of the Sequoias, El Diamante High School, and La Joya Middle School. Rockefeller Financial LLC serves 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, insurance products, and placement and investment banking services.

Andrew Micallef is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has 13 years of industry experience, including prior roles at Capital Bank & Trust Company and JP Morgan. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager investment approach with a long-term focus and access to a range of pooled investment vehicles and alternative strategy funds.

Melanie Jones is a financial advisor at MAI Capital Management, LLC with 10 years of industry experience. She holds a Series 65 credential and has previously worked at Evoke Advisors, First Republic Investment Management, and INbalance Advisors. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and integrates financial planning, tax, and bill-pay services into client relationships.

Russell Toth is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 16 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fisher Investments and Scottrade. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base including institutions, charitable organizations, corporations, family offices, and individual clients. The firm emphasizes fundamental, quality-oriented equity research and offers a range of strategies while serving both traditional and less common clients such as sovereign wealth funds and other investment advisers.

Mady Yehia is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding a Series 63 credential and over 24 years of industry experience. She has worked at PlanMember since 2010 and operates a separate tax, accounting, and payroll services business under Securitax Financial Services since 2002. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering education and support through seminars and personalized retirement planning. The firm’s investment approach is based on a strategic asset allocation framework and risk-based mutual fund portfolios ranging from conservative to aggressive.

Thomas Anderson Jr. is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, holding a Series 66 designation with 17 years of industry experience. His prior roles include positions at Capital Bank & Trust Company and J.P. Morgan. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach called the “Capital System” that emphasizes fundamental research and a long-term investment horizon. The firm often allocates assets among separately managed accounts, mutual funds, ETFs, and access to private equity and alternative strategy funds.

Michael Morrissey is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Prior to joining Capital Group Private Client Services in 2021, he worked at Capital Bank & Trust Company and AB Bernstein Private Wealth Management. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and alternative investment vehicles. The firm emphasizes fundamental research and long-term portfolio management.

Brandon Yee is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and nine years of industry experience. He has worked at multiple firms including First Allied Advisory Services and Cetera Investment Advisers. Brandon is also involved with Guidant Planning, Inc. in a marketing assistant role. United Planners Financial Services is a national wealth-management enterprise serving a broad client base through independent investment adviser representatives. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and offers a range of advisory and brokerage services.

Christopher Nolan is a financial advisor at Lido with a Series 65 designation and two years of industry experience. He previously worked at Andersen, LLC, Deloitte & Touche, and Merkle, Inc., and spent five years at the University of Notre Dame. Outside of his advisory role, Nolan is involved with Beverly Capital LLC, a personal family office investment entity. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional clients, providing investment management, financial planning, and family office services. The firm manages approximately $42.5 billion in assets and utilizes an integrated wealth-management approach with tactical option strategies and a broad range of investments.

Rehan Chaudhry is a financial advisor at Mariner with nine years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at AdvicePeriod, LLC and Mariner Platform Solutions. Outside of his advisory role, he is the founder of Edifi, Inc., a financial education platform, heads business development for Flowt, and serves as Chairman of the Awards Ceremony for the Association for Corporate Growth in Los Angeles. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through customized investment management, financial planning, and coordinated tax services. The firm utilizes discretionary portfolios supported by in-house research and third-party managers, offering a wide range of strategies and integrated tax and accounting services uncommon for an enterprise of its size.

Daniel Romanow is a CFP® professional with 20 years of industry experience. He is currently with Capital Group Private Client Services, Inc., where he has worked since 2021. Prior to that, he was employed at Capital Bank and Trust Company for five years. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm employs a multi-manager approach called the “Capital System,” combining fundamental research and long-term investment horizons to manage portfolios through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.