Rebecca Dutka is a CFA® charterholder with four years of experience in the financial industry. She has worked at Cerity Partners LLC since 2022 and previously spent 18 years at Covington Capital Management. Dutka is based in Los Angeles, CA. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

David Sassen is a financial advisor with Rockefeller Financial LLC, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Merrill and Bank of America. He is based in Los Angeles, CA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Robert Amoruso is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA, holding a Series 66 designation and 17 years of industry experience. He has previously worked at The Leaders Group Inc and M Holdings Securities, Inc., and serves as CEO of Gideon Strategic Partners LLC. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, corporations, and institutional investors, providing portfolio management, financial planning, and fiduciary services. The firm’s investment approach emphasizes manager selection and diversification using fundamental analysis and Modern Portfolio Theory, supported by a network of independent advisors and sub-advisors.

Matthew Sealy is a Series 65-credentialed advisor with four years of industry experience, currently working at Lido Advisors, LLC since 2022. Prior to joining Lido, he held roles at BlastMotion Inc., San Diego State University, Mascot Factory, Westview High School, and the United States Soccer Federation. Lido serves high-net-worth and ultra-high-net-worth clients, including individuals, family offices, trusts, estates, charitable organizations, and corporations. The firm employs an integrated wealth management approach with diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers when appropriate.

Frederick Johnston is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Caleb and Brown Ltd, Fidelity Investments, and JPMorgan Chase & Co. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs along with execution and custody services. The firm operates with institutional scale and provides specialized roles such as security-based swap dealing and futures commission merchant services.

Dani Comart is a financial advisor at Lido with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank NA and JPMORGAN Securities LLC for nine years. Comart has been with Lido Advisors, LLC since 2020. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach with diversification across asset classes and implements options-based strategies directly and through pooled vehicles.

Jordan Friedman is a financial advisor with NewEdge Advisors in Beverly Hills, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Raymond James & Associates, L & S Advisors, and Citigroup Global Markets. Outside of advisory work, he serves as a managing director in a fixed insurance and fixed annuity business. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a range of portfolio management and consulting services, employing multiple program structures that combine in-house and third-party strategies, and incorporates technology tools and centralized due diligence into its investment approach.

Sebastian Kim is a financial advisor at Eagle Strategies (NY Life) in Los Angeles, CA, with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been affiliated with Eagle Strategies since 2019. In addition to his advisory role, he operates an insurance brokerage licensed with outside carriers and owns the Sebastian Kim Agency Inc., which is used for corporate tax purposes. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Dallin Garner is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Kayne Anderson Rudnick Investment Management, LLC since 2024. His prior experience includes roles at Fisher Investments and Fidelity Brokerage Services. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, insurers, banks, family offices, and high-net-worth individuals. The firm emphasizes fundamental research to identify high-quality businesses and incorporates governance and sustainability assessments into its investment approach, managing a range of active equity and fixed-income strategies across market capitalizations.

Virginia Aaron is a financial advisor at Lido with 20 years of industry experience. She holds Series 65 and Series 66 designations and has worked at firms including Claybrook Capital, Robertson Stephens Advisors, and Morgan Stanley. Aaron is based in Los Angeles, CA. 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 integrated wealth management with diversification across multiple asset classes and employs options-based strategies, managing assets typically on a discretionary basis and utilizing third-party managers when appropriate.

Jonathan Padrnos is a CFP® with three years of industry experience, currently working at Lido Advisors, LLC. He previously worked at Northwestern Mutual in various roles related to wealth management and investment services. Outside of finance, he owned and operated Jonny's Landscaping & Gardening Services for eight years. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach, diversifying across multiple asset classes and implementing options-based strategies, typically managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Franklin Starz is a financial advisor at Cresset Asset Management, LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Financial LLC, California Bank & Trust, Boot Barn, Big Sky Resort, Chapman University, and MountainScapes. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes.

Kenneth Waltzer is a CFP® and CFA® with 22 years of experience in the financial advisory industry. He is currently with Wealth Enhancement Advisory Services, LLC, having previously worked at Mutual Securities, Inc., KCS Wealth Advisory, and Kenfield Capital Strategies, where he also serves as president of a holding company unrelated to investment activities. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and utilizes a diversified, risk-class based investment process combining passive and active managers with quantitative, momentum, and fundamental analysis.

Landon Thompson is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. He is currently with Lido Advisors, LLC and previously worked at Olympus Wealth Management, LLC. 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 integrated wealth management with diversification across multiple asset classes and implements options-based strategies, managing assets primarily on a discretionary basis and incorporating third-party managers as appropriate.

Dimitri Tsioutsiopoulos is a financial advisor at Schwab Wealth Advisory with 20 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at several firms, including Morgan Stanley and Mass Mutual Investors Services. Dimitri is based in Los Angeles, CA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance emphasizes asset allocation and investment selection using proprietary research tools, with recommendations tailored to clients’ goals and risk tolerance.

Cenovio Melendez is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2021. Prior to that, he held various roles at Wells Fargo entities from 2008 to 2021. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including in-house research, derivatives services, and bespoke discretionary solutions.

David Grande is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He has been with HSBC since 2015. Outside of his advisory role, he is the owner and manager of Grande Vault LLC, a sneaker resale business. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and discretionary investment options. The firm utilizes a multi-profile asset allocation approach and partners with global asset managers and third-party providers for fund selection and portfolio monitoring.

Amy Foo is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 66 credential and 17 years of industry experience. She has previously worked at MUFG - UnionBanc and U.S. Bank. Capital Group Private Client Services primarily serves high-net-worth individuals and charitable organizations, employing a multi-manager investment approach based on fundamental research and long-term portfolio segmentation. The firm utilizes separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategies.

Robert Rosenstock is a financial advisor with Oppenheimer, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. His career includes roles at Oppenheimer Asset Management Inc., Fahnestock & Co. Inc., and CIBC World Markets Corp., where he has worked since 2002. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs across discretionary and non-discretionary platforms, with services that include strategic asset allocation, manager selection, and retirement consulting.

Mosi Li is a CFA® charterholder and registered financial advisor with Citigroup Global Markets, based in Los Angeles, CA, with six years of industry experience. Prior to joining Citigroup in 2021, he worked at Bank of America and Merrill. Outside of his advisory role, he owns Alle James LLC, a retail business selling personal clothing items. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.