Garrett Patton is a financial advisor at Creative Planning with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Fisher Investments, Personal Capital Advisors Corporation, and Northwestern Mutual. Patton is based in Westlake Village, California. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base ranging from individuals to corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, individually managed strategies, and selective private market exposure.

Sharon Stepenosky is a financial advisor at Sanctuary Advisors, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill, Morgan Stanley, and Morgan Stanley Private Bank. She serves as a board member for the El Encanto Homeowners Association in Calabasas, CA. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports over 400 independent advisor representatives who employ various investment approaches and manage accounts on discretionary or non-discretionary bases.

Mark Schindler is a CFP® with 44 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2014. He previously worked at Planmember Securities Corporation and Brookstreet Securities Corporation. In addition to his advisory role, Schindler acts as an agent for a Self Insured Medical Reimbursement Plan, presenting healthcare-related tax-saving opportunities to business owners and benefit managers. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning options. The firm uses a combination of affiliated and unaffiliated sub-advisers and employs both asset allocation and market-timing strategies within its portfolio management.

Afrin Ahmed is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs as well as execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles and commercial arrangements.

Robert Baron is a CFA® charterholder with 27 years of industry experience. He is currently with Citigroup Global Markets, where he has worked since 2018. Prior to that, he held positions at J.P. Morgan Securities Inc. and J.P. Morgan Chase Bank, NA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including swap dealer and futures commission merchant activities, and offers a broad range of advisory and execution services.

Peter Chang is a financial advisor at MAI Capital Management, LLC with 17 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked previously at Evoke Wealth, LLC and First Republic Securities Company, LLC. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of strategies tailored to client objectives and offers integrated financial planning, tax, and administrative services.

Albert Sedaghatpour is a financial advisor at Citigroup Global Markets in Los Angeles, CA, holding Series 63 and Series 65 licenses with three years of industry experience. He has worked at Citigroup since 2018 and previously held positions at Diamond Business Loans and other firms. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm’s approach includes multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs, supported by in-house research and unique market roles.

Ricardo Ramirez is a financial advisor at HSBC Securities (USA) Inc. with 29 years of industry experience. He holds a Series 66 designation and has worked at HSBC Bank USA N.A. and HSBC Securities (USA) Inc. for over a decade, as well as several other firms earlier in his career. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations. The firm employs a structured investment process with multiple risk profiles and combines strategic and tactical asset allocation in partnership with HSBC Global Asset Management and other affiliates.

Shant Gourdikian is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA, holding Series 65 and Series 63 licenses. He has 25 years of industry experience, all with Capital Group. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing 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 alternative strategy funds.

Landen Silbowitz is a financial advisor at Lido with a Series 65 designation and two years of industry experience. Prior to joining Lido, he worked at Chimera Securities and has held multiple roles at the University of Maryland. Lido serves a diverse client base, including high-net-worth individuals, family offices, trusts, estates, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that includes tactical and defined-risk option strategies and maintains active roles as a sub-adviser and investment company.

Christopher Tiano is a financial advisor at Cresset Asset Management, LLC with three years of industry experience. He previously worked at Lazard Asset Management LLC for two years and DNB Markets, Inc. for ten years. Tiano holds the Series 65 and Series 63 designations and is based in Los Angeles, CA. Cresset Asset Management manages approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware investment approach that integrates strategic asset allocation, manager selection, and a combination of active and passive strategies across multiple asset classes, including alternatives.

Kirstie Hunt is a financial advisor at Lido in Los Angeles, CA, holding Series 63 and Series 65 licenses with nine years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, Elevation Consultants, and Avitas Wealth Management. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and pension plans, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that incorporates tactical and defined-risk option strategies alongside traditional asset allocation, and it is notable for its active sub-advisory role and extensive affiliated capabilities.

Edward Gueits II is a financial advisor at Lido with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Personal Capital Advisors, Empower Advisory Group, and Edward Jones. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and corporations. The firm offers integrated wealth management with a broad asset allocation approach and manages approximately $42.5 billion in assets, while maintaining active roles in sub-advisory and investment-company services.

Nicholas Sturgis is a CFA® charterholder and holds Series 63 and Series 65 licenses, with 10 years of industry experience. He is currently with Lido Advisors, LLC and has previously worked at Waverly Advisors, Paces Ferry Wealth Advisors, Invesco, John Hancock, and Uber. Lido serves a wide range of clients, including high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pension plans, offering investment management, financial planning, family office services, and referrals to affiliated trust, tax, insurance, and brokerage services. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies and maintains an active role as sub-adviser to various investment vehicles.

Colman Garvey is a financial advisor at Lido with a Series 65 credential and one year of industry experience. His prior work includes roles at Rivel Inc, i(X) Securities, and i(X) Net Zero PLC, as well as time at the University of Southern California. Lido advises a diverse client base, including high-net-worth individuals, family offices, charitable organizations, pension plans, and pooled investment vehicles. The firm employs an integrated wealth-management approach with diverse asset allocation and tactical option strategies, and it also serves as sub-adviser to funds like the VanEck U.S. Equity Buffer ETF.

Abraham Galvez is a financial advisor at PlanMember Securities Corporation with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked in financial advisory roles since 2023. Outside of finance, he is co-owner and accountant of NewHorizonsDMS, LLC, a digital marketing and accounting business. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation process with risk-based mutual fund portfolios and offers education, personalized planning, and support services to plan sponsors and participants.

Julinda Milla is a financial advisor at Lido with a Series 66 designation and six years of industry experience. Her career includes roles at Morgan Stanley, Nuveen Securities LLC, Core Spaces, and Chauner Securities before joining Lido Advisors, LLC in 2025. Lido serves a diverse client base including high-net-worth and ultra-high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach that combines tactical option strategies with asset allocation across multiple investment types and offers a broad range of affiliated trust, tax, insurance, and brokerage services.

Andrew Nathin is a CFP® professional based in Los Angeles, CA, currently with Lido Advisors, LLC. He has been in the financial industry since 2018, with prior roles at Satovsky Asset Management, Kore Private Wealth, Mariner Wealth Advisors, and Mish Guru. His work history also includes experience at Camp Scatico and a background as a student through 2018. 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 combining traditional investments with tactical and defined-risk option strategies, and it distinguishes itself through active sub-advisory roles and a wide range of affiliated financial services.

Itziar Ramos is a financial advisor at TLG Advisors, Inc. with 25 years of industry experience. Her prior work includes over two decades at Gold Coast Securities, Inc., followed by brief tenures at Peak Brokerage Services, LLC and Blackridge Asset Management, LLC. Ramos also works as an independent insurance agent. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm combines traditional portfolio management and fiduciary services with a direct-to-consumer program called Starlight Portfolios, employing fundamental analysis and Modern Portfolio Theory in its investment approach.

Paul Anello is a financial advisor at Lido with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Fisher Investments, Fidelity Brokerage Services LLC, and Allspring Funds Management, LLC. He is based in Los Angeles, CA. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, and institutions, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies and serves as sub-adviser to various investment funds, supported by a range of affiliated entities with specialized financial services.