Angel Matos is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Citigroup, Wells Fargo, and JPMorgan Securities. In addition to his advisory work, he is also an insurance agent appointed with Bankers Life and Casualty Company, writing Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis.

Rebecca Rang is a financial advisor at Lido with five years of industry experience. She holds a Series 65 designation. Her prior roles include positions at Avitas Wealth Management LLC, Sunset West Advisors, and BNG, Inc. 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 with an integrated wealth management approach that uses diversification and options-based strategies.

Mitchell Ito is a CFP® at Hightower Advisors in Los Angeles, CA, with one year of industry experience. He previously worked at Aspiriant, LLC for multiple terms between 2018 and 2025 and spent four years at PriceWaterhouseCoopers, LLP. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm’s approach emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party managers, with a focus on portfolio construction that includes mutual funds, ETFs, alternative investments, and custom indexing.

Alexander Cargal is a financial advisor with Hightower Advisors in Los Angeles, holding a Series 66 designation and seven years of industry experience. His background includes four years at Morgan Stanley and multiple roles at Gonzaga University. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research to offer discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Homer Jonathan Wilson is a CFP® with 31 years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Polaris Wealth Advisory Group, Ally Invest Securities, and Silver Oak Securities, Inc. He also has a long tenure with Carolina College Prep, Inc. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory and offers a range of investment solutions alongside financial and estate planning services.

Richard Rosenthal is a financial advisor at Lido with two years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Lido, he worked at PFM Asset Management and US Bank. 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 services including investment management, financial planning, family office services, and estate planning, with a focus on diversification and options-based strategies.

Kambiz Nassiri is a financial advisor with VOYA Financial Advisors, Inc. in Encino, CA, holding Series 63 and Series 65 designations and possessing 41 years of industry experience. He has been with VOYA Financial Advisors since 2014. Additionally, Nassiri operates as an independent insurance agent, focusing on fixed annuity sales. VOYA Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, and consulting services through various program structures, emphasizing mostly non-discretionary advisory relationships.

Josefina Hernandez is a financial advisor at Principal Financial Services with 24 years of industry experience. She holds a Series 66 designation and previously worked for CETERA Advisor Networks LLC for 20 years before joining Principal in 2022. Hernandez is a co-founder and treasurer of The Friendship Factor, a nonprofit supporting children with neurodiverse differences. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Shane Cumings is a financial advisor at Mariner with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked at Mariner Wealth Advisors since 2022. His prior experience includes roles at Aj Marcantonio, Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Edward Moyzes. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers and offers integrated tax services and family office capabilities alongside traditional portfolio management.

Paul Zimin is a financial advisor at Lido with a Series 65 credential and one year of industry experience. Prior to joining Lido, he worked at North Highland Consulting for two years and American Express for eight years. 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 a diversified and options-based approach that includes discretionary asset management and sub-advisory relationships.

James Fetters is a CFP® with 17 years of industry experience, currently serving at CWM, LLC and Blueprint Wealth Management since 2025. Prior to these roles, he spent nine years with Northwestern Mutual Wealth Management Company and affiliated entities. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, utilizing model portfolios managed by an in-house Investment Committee and a combination of fundamental and technical analysis.

Joel Callagan is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior work includes roles at PineCone Research, The Vanguard Group, Inc., and Oakwood Capital Management. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and a range of specialized program offerings.

Dorcity Phipps is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and 37 years of industry experience. He has worked at Surety Investment Services since 2014 and has been associated with Irm Distributors, Inc. since 1987. Additionally, he has a long tenure at El Monte Union High School District dating back to 1982. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation process and manages risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Shane Sawyer Jones is a financial advisor with Lido in Los Angeles, holding a Series 65 designation and three years of industry experience. Prior to joining Lido Advisors, LLC, he worked in educational institutions including Mounds Public Schools, Union Public Schools, and the University of Tulsa. Lido serves high-net-worth and ultra-high-net-worth clients, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach that incorporates diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers when appropriate.

Helen Chu Suwarnasarn is a financial advisor at Hightower Advisors with 16 years of industry experience. She holds a Series 66 designation and has worked at Hightower Advisors since 2019 and at LourdMurray since 2015. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of investment options such as mutual funds, ETFs, alternative investments, and custom indexing.

Neelika Batta is a financial advisor with Citigroup Global Markets in Los Angeles, CA, holding Series 65 and Series 63 licenses and seven years of industry experience. She has worked at several notable firms, including JP Morgan Chase and Wells Fargo. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a diverse range of investment advisory programs and execution services, with a focus on multi-asset, multi-manager strategies implemented through both discretionary and non-discretionary approaches.

Jonathan Jewitt is a CFA® charterholder with 12 years of experience in the financial services industry. He is currently with Lido Advisors, LLC and has prior experience at First Republic Securities Company and Wells Fargo Bank. Outside of his advisory work, he is involved as a member and owner of KJ5 Legacy LLC, a real estate investment business. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach focusing on diversification and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers when appropriate.

Jeffrey Garden is a CFA® charterholder with 10 years of industry experience. He has worked at Lido Advisors, LLC since 2015 and is also affiliated with Oakhurst Advisors LLC. Lido serves high-net-worth and ultra-high-net-worth clients including individuals, family offices, trusts, and charitable organizations. The firm provides investment management, financial planning, family office services, and access to third-party managers, employing a diversified, options-based investment approach implemented both directly and through pooled vehicles.

Mario Valverde Rojo is a CFA® charterholder and holds a Series 63 license with 13 years of industry experience. He is currently with Cerity Partners LLC and previously worked at BlackRock, State Street Global Advisors, and Nuveen Investments. Outside of his advisory role, he serves as Southwest Chapter Co-Head for the CAIA Association, an alternative investments nonprofit. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, corporations, and institutional 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, with a focus on diversified asset allocation and customized portfolios.

John Jalil is a financial advisor with Transamerica Financial Advisors in Woodland Hills, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and also serves as president of Woodland Hills Financial Center, LLC and Medi Claim Inc, which are involved in non-investment businesses including insurance and claims services. Transamerica Financial Advisors serves individual investors, high-net-worth clients, and institutional clients such as pension plans and charitable organizations. The firm offers a combination of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary management options.