Daniel Devonald is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including J.P. Morgan Securities, Rocket Mortgage, Merrill, and TD Ameritrade. Devonald is based in Los Angeles, CA. 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 such as swap dealer and futures commission merchant functions.

Christopher De Salvo is a financial advisor at Lido with a Series 65 designation and three years of industry experience. He has worked at Lido Advisors since 2022 and previously held roles at Battelle and William Blair. Outside of advising, he was involved with Music Solutions for four years. Lido serves a diverse client base that includes high-net-worth individuals, family offices, charitable organizations, and pension plans. The firm employs an integrated wealth-management approach utilizing equities, fixed income, alternatives, and option strategies, and offers a range of affiliated services including trust, tax, insurance, and brokerage through its network.

Alexander Lessard is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes positions at UBS Financial Services and Mass Mutual Investors Services before joining Independent Financial Group in 2010. Lessard is also involved in various nonprofit and educational roles, including serving as a board member for Thomas Aquinas College and as an adjunct professor teaching the history and philosophy of Catholic education. Independent Financial Group, LLC provides investment advisory and brokerage services to a broad client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers financial planning and portfolio management through multiple platforms, utilizing both firm-developed and third-party models tailored to client risk profiles.

Zhongkai Wang is a Series 66 licensed financial advisor with nine years of industry experience, currently serving at Independent Financial Group, LLC since 2016. He is also involved as an insurance agent and employee at Banny Financial Services, providing insurance-related services outside of his role at IFG. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate plans. The firm utilizes both firm- and third-party models to create tailored investment strategies, combining strategic asset allocation with multi-manager portfolios across various risk profiles.

Yuliang Cao is a financial advisor at Eagle Strategies (NY Life) with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC, New York Life Insurance Co., Cal State University Fullerton, Oster International Trading, and Wanm Inc., where he was also the owner of a dormant business. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Eric Furstner is a CFP® and ChFC® with 39 years of industry experience. He is currently affiliated with Lido Advisors, LLC and has held prior roles at Fountainhead Capital Management and Mass Mutual Investors Services. Outside of his advisory work, he serves as Principal for Eric Furstner in Chandler, AZ, where he sells and services insurance clients. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and pension plans, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical option strategies and offers a range of affiliated services, overseeing approximately $42.5 billion in regulatory assets.

Martin Petoyan is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has worked with multiple affiliated entities including Syndicus Financial & Insurance Services LLC, Clear Compass Financial and Insurance Services, and Blue Cedar Financial and Insurance Solutions. Petoyan operates several registered businesses for selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, charitable, and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through various program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Dominique Jackson is a financial advisor with Fifth Third Securities, Inc. based in Manhattan Beach, CA. She holds Series 63 and Series 65 licenses and has two years of industry experience. Her prior experience includes roles at Northwestern Mutual and New York Life Insurance Company. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers multiple investment programs on the Passageway platform, combining advisor-directed and third-party portfolio management approaches, and operates as a subsidiary of Fifth Third Bank.

Kayla Schneider is a CFP® and CFA® credentialed advisor at Lido with five years of industry experience. She previously worked for nine years at Pegasus Partners before joining Lido Advisors, LLC. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with a focus on tactical option strategies and sub-advisory roles in various investment funds.

Stephanie Schaaf is a CFA® charterholder with 10 years of industry experience. She has worked at Hightower Advisors since 2019 and previously held roles at LourdMurray and City National Rochdale Investment Management. Based in Beverly Hills, CA, she holds the Series 63 designation. Hightower Advisors serves a diverse client base including individuals, institutions, and financial organizations through discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm emphasizes multi-manager solutions and proprietary research, offering access to a broad range of investment vehicles and strategies.

Jacqueline Kuhns is a financial advisor at Hightower Advisors in Los Angeles, CA, holding Series 63 and Series 65 licenses with seven years of industry experience. Her prior roles include positions at The Leaders Group Inc, Valmark Securities, and Prudential Financial, among others. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers to deliver discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Frank Willis is a financial advisor at Rockefeller Financial LLC in Los Angeles, CA, with 13 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing, Bank of America, N.A., and Merrill. 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 a consolidated investment platform including equities, fixed income, alternatives, and access to third-party managers.

Benjamin Mueller is a financial advisor at Mariner with five years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, J.P. Morgan Securities, and PlanMember Financial Corporation. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal investment team and combines in-house research with third-party manager allocations across diverse asset classes.

Luke Foukas is a financial advisor at Lido with Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Fountainhead Advisors, Btig, LLC, and Clarksons Platou Securities, Inc. He is also a licensed life insurance agent in New Jersey. Lido serves a diverse client base that includes high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach that balances various asset classes and utilizes tactical option strategies, operating through a range of discretionary and non-discretionary accounts as well as affiliated entities.

Joshua Chambers is a financial advisor at Mariner with five years of industry experience. He holds a Series 65 designation and has worked at several firms including AdvicePeriod and Signature Estate & Investment Advisors. Outside of finance, he was involved with Fresh Corn Grill for two years. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax, accounting, and administrative family office capabilities.

Kyle Brockbank is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior work includes roles at Deloitte, Fidelity Investments, Olympus Wealth Management, and Berrett Pest Control. Lido serves a diverse client base that includes high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm offers investment management, financial planning, and family office services with an integrated wealth-management approach that employs tactical and defined-risk option strategies alongside traditional asset allocation.

Kimberly Friedricks is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 22 years of industry experience. She holds a Series 65 designation and has been with Kayne Anderson since 1998. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse range of clients, including institutions, charitable organizations, corporations, family offices, pension plans, and individuals. The firm emphasizes fundamental, quality-oriented equity research and offers a variety of strategies across market capitalizations and sectors, serving both direct clients and other investment advisers.

Erik Clemente is a financial advisor at Lido with Series 63 and Series 65 designations and three years of industry experience. He has worked at Lido Advisors, Addepar, Goldman Sachs, and Morgan Stanley. Clemente is based in Los Angeles, CA. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and institutional investors, offering investment management, financial planning, and comprehensive family office services. The firm employs an integrated wealth-management approach that balances multiple asset classes and utilizes tactical and defined-risk option strategies across discretionary and non-discretionary accounts.

Michael Anderson is a CFP® with 17 years of experience in financial advising. He is currently with Empower Advisory Group and has prior experience at Advised Assets Groups, GWFS Equities, Bank of America, and Merrill. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm’s integrated approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Regina Monroe is a financial advisor with Rockefeller Financial LLC and holds a Series 66 designation. She has 23 years of industry experience, having previously worked at Merrill, J.P. Morgan Securities, Deutsche Bank Securities Inc., and Citigroup Global Markets. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, alongside broker-dealer services and alternative investment placements.