Alan Yang is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and three years of industry experience. His prior work includes roles at TransGlobal Advisory LLC and FKC International Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active management, supported by an internal Investment Committee and a range of implementation tools and services.

Chun Mo Ng is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. He has worked at Citibank since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and integrates both discretionary and non-discretionary investment approaches.

Sean Mounce is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience, including roles at Park Avenue Securities and Merlin Financial Services. Outside of his advisory work, he serves on the board of directors for the North Redondo Beach Business Association. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers advisor-led discretionary management alongside model-based strategies and digital advisory solutions, supported by proprietary programs and third-party platforms.

Louis Abel is a CFA® charterholder and holds a Series 65 license, with 13 years of industry experience. He currently works at Cerity Partners LLC and has previously been employed at Covington Capital Management, Tarbox Family Office, and First Foundation Advisors. Based in Los Angeles, CA, Abel’s career spans roles across family offices and wealth management firms. Cerity Partners serves a diverse client base including individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services with a client-specific investment approach that incorporates proprietary quantitative screening and access to alternative and private market solutions.

Sandra Ortega is a financial advisor at Citigroup Global Markets with 24 years of industry experience. She holds a Series 66 designation and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with a combination of large institutional scale and unique market roles.

Ryan Cosgrove is a financial advisor at Lido with seven years of industry experience. He holds a Series 65 designation and previously worked at Financial Engines Advisors L.L.C., LifeTyme Financial Advisors, and Alpha Squared Capital. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and pension plans, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach utilizing a range of asset classes and options strategies, and it is notable for its active sub-advisory role and affiliated in-house capabilities.

Todd Walklett is a CFP® and CFA® with six years of industry experience. He is currently with Cerity Partners LLC, having joined in 2022, and previously worked at Covington Capital Management and West Oak Capital, LLC. He is based in Los Angeles, CA. Cerity Partners advises a diverse client base including individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services and employs a client-specific investment framework combining quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Tamar Injeyan is a financial advisor with Eagle Strategies (NY Life) based in Pasadena, CA, and holds the Series 66 designation. She has 19 years of industry experience and has been with Eagle Strategies since 2011. Prior to that, she worked with NYLIFE Securities LLC and New York Life Insurance Company starting in 2009. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers various advisory programs, with a significant portion of assets managed on a non-discretionary basis.

Gianluca Paci is a financial advisor with First Citizens Investor Services, Inc. He holds a Series 66 designation and has nine years of industry experience. His prior roles include positions at LPL Financial, Bank of the West/BMO, and BancWest Investment Services. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers portfolio management, wrap programs, model portfolios, and financial planning, using a client process centered on assessing financial needs, risk tolerance, and time horizon.

Daniel Weitzman is a CFP® professional with five years of industry experience. He has been with Lido Advisors, LLC since 2019 and previously worked at RAI Wealth Management and VACA. Outside of financial advisory roles, he spent two years at Catering by Greg. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and institutional investors, offering investment management, financial planning, and family office services. The firm manages approximately $42.5 billion in assets and employs an integrated wealth-management approach that includes tactical option strategies and sub-advisory roles for investment funds.

Sebastian Ferro Sequedo is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Smith Barney LLC, Bank of America, N.A., Merrill, and Julius Baer International Ltd. Sebastian is based in Beverly Hills, CA. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research, swap dealer activities, and bespoke discretionary solutions for very large relationships.

Garrett Gabriel is a financial advisor at Lido with a Series 65 designation and four years of industry experience. His prior work includes roles at Spectrum Financial Group and Cephas Partners. Lido serves a diverse clientele including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that combines tactical option strategies and diversified asset allocation, and it acts as sub-adviser to notable investment funds such as the VanEck U.S. Equity Buffer ETF.

Sathita Kerdpongvanich is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked with Transamerica Financial Advisors since 2022 and previously with World Financial Group, INC. from 2019. Sathita is also involved in the sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Daniella Amore is a CFP® and Series 65-registered financial advisor with four years of industry experience. She currently works at Lido Advisors, LLC and previously held roles at Exchange Capital Management and Eddie Bauer. She is also a Notary Public in Michigan, providing services on an ad-hoc basis for existing clients. Lido serves a wide range of clients including high-net-worth and ultra-high-net-worth individuals, family offices, and institutional entities, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach and distinguishes itself through active sub-advisory roles, options-based strategies, and extensive affiliated capabilities.

Scott Berman is a financial advisor with Lido, holding a Series 66 designation and 27 years of industry experience. He has worked at Lido Advisors, Coliseum Wealth Management, Triad Advisors, and Ameriprise. Additionally, he is president and owner of The Hedgehog Group, a sales and business consulting service. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and corporate pension plans. The firm employs an integrated wealth-management approach with a range of investment strategies and maintains active sub-advisory and investment-company roles alongside in-house affiliated services.

Joshua Markman is a financial advisor at Hightower Advisors with 22 years of industry experience. He holds a Series 66 designation and has worked at Hightower Advisors since 2021. Prior to joining Hightower, he spent over a decade at Bel Air Investment Advisors LLC, as well as affiliated firms Bel Air Management Company LLC and Bel Air Securities LLC. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection, multi-manager solutions, and proprietary research, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting.

Stephen Rigali is a financial advisor with Kayne Anderson Rudnick Investment Management, LLC, holding a Series 63 designation and 47 years of industry experience. He has been with Kayne Anderson Rudnick since 1991 and also serves as a board member for Tarantula Hill Brewing Company, a brewing business in Thousand Oaks, California. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a range of institutional and individual clients, including pension plans, insurers, banks, family offices, and high-net-worth individuals. The firm employs fundamental, company-level research with governance and sustainability assessments across active equity and fixed-income strategies, managing approximately $58 billion in total assets.

Nicholas Doddo is a Series 65-licensed financial advisor at Lido with six years of industry experience. He has worked at Lido Advisors, LLC since 2020 and previously held roles at Veritonic Inc., Ayehu Software Technologies Ltd., MVP Systems Software, and the University of Hartford. Lido advises a diverse client base including high-net-worth individuals, family offices, charitable organizations, corporations, and pension plans, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that balances multiple asset classes and active option strategies, and it serves as sub-adviser to the VanEck U.S. Equity Buffer ETF among other investment roles.

Tara Rich is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, holding a Series 65 designation with five years of industry experience. Her prior roles include positions at Capital Bank & Trust Company and American University. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach that emphasizes fundamental research and long-term investment horizons. The firm implements client portfolios through separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Juan Cardenas is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with TIAA since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through TIAA-administered employer retirement plans and offers both model-driven and customized portfolio management under a fiduciary standard.