Menchu Ituralde is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked in bookkeeping and business consulting roles, including with Noble Accounting, LLC, and JBC Group, LLC. She has also been involved with the Marinduque Association of Southern California. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms that emphasize model portfolios and third-party managers for portfolio management.

Argin Safian is a financial professional with GWN Securities Inc. and holds the Series 66 designation. He has seven years of industry experience, including prior roles at Equitable Advisors and AXA Advisors. In addition to his financial career, he provides in-home supportive services, caring for elderly and disabled individuals. GWN Securities offers investment advisory and related services to individual and corporate clients through various managed account programs and financial planning solutions. The firm uses both affiliated and unaffiliated sub-advisers and incorporates tactical strategies alongside traditional asset allocation and model portfolios.

Negin Banaei is a financial advisor with First Citizens Investor Services, Inc., holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Unionbanc Investment Services, MUFG Union Bank, Bank of the West, and BancWest Investment Services. Outside of her advisory role, she is a partner at KLEEQ LLC, a company that provides high-precision industrial coating, engraving, and 3D fabrication services for aerospace, automotive, defense, and consumer product sectors. First Citizens Investor Services, Inc. serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate entities. The firm offers a range of advisory and brokerage services, combining fundamental, quantitative, and technical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs.

Jacob Shoemaker is a Series 65-registered advisor at Lido with one year of industry experience. Prior to joining Lido, he worked at Whitaker-Myers Wealth Managers, Ltd. from 2023 to 2025. 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 employs an integrated wealth-management approach combining equities, fixed income, alternatives, and options strategies, and is noted for its active sub-advisory roles and extensive affiliated capabilities.

James Hausberg is a financial advisor with Hightower Advisors, holding a Series 63 designation and bringing 46 years of industry experience. His career includes roles at Hightower Securities and Hightower Advisors since 2012, as well as prior experience at Presidio Capital Advisors, Credit Suisse Securities, and Pershing. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach with both affiliated and third-party managers. The firm’s services include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, supported by proprietary research and operational programs.

Stephen Scott is a financial advisor with Truist Advisory Services, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Truist, he worked in both professional sports organizations, including the Boston Red Sox and Detroit Tigers, and financial firms such as Morgan Stanley and Merrill Lynch. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary approaches, supported by AI-enhanced research and inter-affiliate resources.

Gregory Robitshek is a CFA® charterholder with two years of industry experience. He is currently an advisor at Lido Advisors, LLC and previously worked at Nuveen Investments for 17 years. Based in Los Angeles, CA, he has focused his career on investment management and advisory services. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and institutional clients. The firm employs an integrated wealth-management approach that balances asset allocation across multiple asset classes and utilizes tactical option strategies, supported by a broad range of affiliated trust, tax, insurance, and brokerage services.

Cilika Xie is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 license and having one year of industry experience. Prior to joining Wealth Enhancement Advisory Services, she worked at Pennymac and has academic experience from the University of Toronto. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach blending passive and active managers, with portfolio oversight by an internal Investment Committee.

Sefora Angeles is a financial advisor with Citigroup Global Markets and holds a Series 66 designation. She has seven years of industry experience and has been with Citigroup since 2016. Based in Beverly Hills, CA, Angeles works within a large enterprise firm known for serving individual and institutional clients across various wealth segments. Citigroup Global Markets offers a range of investment advisory programs and broker-dealer services, specializing in multi-asset, multi-manager strategies through both discretionary and non-discretionary programs. The firm supports high-net-worth and ultra-high-net-worth clients with bespoke discretionary solutions and maintains substantial in-house research and market roles.

Edward Rios is a Series 65-licensed financial advisor at Lido in Los Angeles, CA, with one year of industry experience. His prior work includes roles at the McFerrin Center of Entrepreneurship at Texas A&M and various positions in retail and service industries. Lido serves a broad range of clients, including high-net-worth individuals, family offices, and charitable organizations, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management model with a tactical approach that includes options strategies and operates both discretionary and non-discretionary accounts, supported by a network of affiliated entities.

Paul Devore is a CFP® with over 54 years of experience in the financial services industry. He is currently with Kestra Advisory and has held various roles within affiliated firms since 1981. Devore serves on several nonprofit and community boards, including educational and charitable organizations, as well as maritime-related groups. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and pooled plan solutions, supporting large institutional investors along with a diverse client base.

Adam Osterling is a CFP® professional with nine years of industry experience. He has held roles at Morgan Stanley, Shore Morgan Young, and Lincoln Investment before joining Lido Advisors, LLC, where he currently serves as Vice President and Wealth Adviser. Lido Advisors serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and institutional investors. The firm employs an integrated wealth-management approach that combines tactical and defined-risk option strategies with a range of traditional and alternative investments, administering assets both directly and through affiliated entities.

Jack Bergon is a financial advisor at Lido with a Series 65 designation and two years of industry experience. Prior to joining Lido Advisors, LLC in 2023, he worked at First Republic Bank from 2021 to 2023 and held roles at Talkdesk, Procore Technologies, and Shaw Security. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and corporations. The firm employs an integrated wealth-management approach featuring tactical and defined-risk option strategies and combines traditional advisory services with a broad range of affiliated capabilities such as in-house trust companies, tax, insurance, and brokerage services.

Donald Richner is a CFP® with 22 years of industry experience, currently serving as an advisor at Focus Partners Wealth, LLC since 2025. Prior to that, he worked for 22 years at Churchill Management Group. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Anh Hong Nguyen is a CFP® with five years of industry experience currently working at Citigroup Global Markets. Prior to joining Citi, Nguyen held roles at Axxes Capital, Los Angeles Fire Police & Pension, and Camden Capital, LLC. Outside of his advisory career, he has experience in homemaking. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and unique market roles.

Kristy Green is a financial advisor with TIAA-CREF in Pasadena, CA, holding Series 63 and Series 66 credentials and 20 years of industry experience. Her career includes positions at National Planning Corporation and FINRA before joining TIAA-CREF in 2019. Outside of finance, she occasionally acts in movies and TV shows when opportunities arise. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides a range of discretionary management options alongside point-in-time planning services and acts as adviser to a donor-advised fund sponsored by Charityvest.

Colin Grover is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Lido. His career includes roles at Portfolio Solutions, Liberty Wealth Advisors, Cetera Wealth Services, Merrill, and People's Securities. He holds Series 63 and Series 65 licenses. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and corporate plans. The firm employs an integrated wealth-management approach with a focus on tactical and defined-risk option strategies, overseeing approximately $42.5 billion in assets and offering a range of affiliated trust, tax, insurance, and brokerage services.

Andrea Rossato is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 22 years of industry experience. He has been with Citigroup Global Markets and CITI Private Bank since 2010. Outside of his advisory role, he manages a rental property in Los Angeles. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and manages both discretionary and non-discretionary portfolios, supporting large institutional clients with distinctive market roles and arrangements.

Kyung Mee Lee is a financial advisor with Guardian Life and holds a Series 66 designation. She has 25 years of industry experience, including prior roles at AXA Advisors and Park Avenue Securities. Outside of her advisory work, she is involved with Dickerson Employee Benefit in a non-investment capacity. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers tailored financial planning and discretionary management through proprietary and third-party platforms, combining advisory expertise with access to insurance and alternative investment products.

Alan Lo Vetere is a Series 66-registered financial advisor at Rockefeller Financial LLC with one year of industry experience. He previously worked at UBS Financial Services Inc. and has a background that includes service in the United States Marine Corps. 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 securities transactions, variable insurance products, placement, and investment banking services.