Kirk Whalen is a financial advisor at HSBC Securities (USA) Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Merrill and Capital Group. Outside of finance, he was involved with 11:11 Nightclub. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary investment solutions. The firm combines strategic and tactical asset allocation with fund due diligence through affiliated global asset management entities.

Savitri Pai is a financial advisor with Capital Group Private Client Services, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Her prior roles include positions at Capital Bank & Trust Company and J.P. Morgan Chase Private Bank. Capital Group Private Client Services, Inc. provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, focusing on relationships with at least $5 million in assets. The firm employs a multi-manager investment approach emphasizing fundamental research and long-term strategies, often utilizing affiliated pooled funds and separately managed accounts.

Abdulla Mirpur is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with Transamerica Financial Advisor, LLC, Wfgia, and Loan Depot. Outside of his advisory role, he is a licensed real estate broker and a licensed general building contractor in California, providing home remodeling and consulting services. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm separates point-in-time planning from ongoing portfolio management and acts as adviser to donor-advised funds within a vertically integrated structure.

Emily Lantz is a financial advisor at Capital Group Private Client Services, Inc. with eight years of industry experience. She holds a Series 65 designation and previously worked at Infinity Insurance for four years. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with managed assets of $5 million or more. The firm’s investment approach emphasizes fundamental research, a long-term time horizon, and a multi-manager system that allocates portfolio segments to individual managers and analysts.

Jason Blumberg is a financial advisor at Lido with 11 years of industry experience. He holds the Series 65 designation and has been with Lido Advisors, LLC since 2015, including a recent role at IDB Lido Wealth, 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 uses an integrated wealth management approach emphasizing diversification and options-based strategies, managing assets on a discretionary basis and often employing third-party managers and sub-advisers.

Michael Lindeman is a financial advisor at Lido with a Series 66 designation and six years of industry experience. Prior to joining Lido in 2025, he worked at RBC Capital Markets from 2018 to 2025. His earlier experience includes roles in recreation management and retail. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, and various institutional clients, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach with diversification across multiple asset classes and utilizes options-based strategies implemented directly in client accounts and through pooled vehicles.

Lynn Newman is a CFP® with 33 years of industry experience, currently serving at Eagle Strategies (NY Life) in Los Angeles, CA. She has worked with New York Life Insurance Company since 1991 and Nylife Securities LLC since 1992. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice and solutions across multiple program types and manages a significant portion of its assets on a non-discretionary basis.

Andrea Osorio is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2017 and JP Morgan Securities since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including acting as a swap dealer and futures commission merchant.

Rachel Melroy is a CFP® with 16 years of experience in financial advisory roles. She currently works at Capital Group Private Client Services, Inc. and has prior experience at Capital Bank and Trust Company. Capital Group Private Client Services, Inc. provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm’s investment approach is based on long-term fundamental research and employs multiple portfolio managers to tailor allocations according to client objectives, risk tolerance, and time horizon.

Neeraj Patel is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA, holding a Series 65 designation and 14 years of industry experience. His prior roles include five years at Capital Bank And Trust Company before joining Capital Group Private Client Services. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with a $5 million managed-relationship threshold and employing a multi-manager investment approach through affiliated pooled funds and separately managed accounts.

Kevin Betts is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and 14 years of industry experience. His prior experience includes roles at CNR Securities, Citigroup, Rim Securities, City National Rochdale, Beneco, T Rowe Price, and American Funds. RBC Rochdale serves a diverse client base, including high net worth individuals, corporations, and charitable organizations. The firm employs a multi-strategy investment approach combining quantitative screening, fundamental analysis, and a proprietary Galaxy asset-allocation tool to tailor portfolios across various asset classes.

Gregory Iglow is a financial advisor at Oppenheimer with 29 years of industry experience. He holds the Series 63 designation and has been with Oppenheimer since 2007. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Carol Casebolt is a CFP® with 15 years of industry experience, currently affiliated with Mercer Global Advisors Inc. She previously worked at Martin & Company Tax and Wealth Advisors, Avantax Advisory Services, Avantax Investment Services, Inc., and TD Ameritrade. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of implementation options such as ETFs, mutual funds, and separate account solutions.

Brandon Nie is a financial advisor at Lido with Series 66 credentials and five years of industry experience. His prior roles include positions at Bessemer Trust, UBS Financial Services, and SLC CPAs. 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 a diversified investment approach across multiple asset classes and options‑based strategies, managing assets primarily on a discretionary basis and utilizing third‑party managers and sub‑advisers.

John Hastings is a financial advisor at Lido with 14 years of industry experience and holds a Series 65 designation. He previously worked at Jackson Hole Capital Partners for 10 years and Financial Solutions for three years before joining Lido. 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, retirement and estate planning, and access to third-party managers and sub-advisers through an integrated wealth management approach that includes options-based strategies and diversified asset allocation.

Lorin Rivers is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Hornor, Townsend & Kent, he worked at Penn Mutual Life Insurance Company and Northwestern Mutual, and he has a background that includes roles in music education at Berklee College of Music and Anselmo Academy of Music and the Arts. Rivers is also active as a life insurance agent, focusing on Penn Mutual life insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms with a non-discretionary investment approach. The firm manages a majority of its client assets on a non-discretionary basis and provides financial planning, consulting, and retirement plan fiduciary services.

Elliott Brack is a financial advisor with MAI Capital Management, LLC, holding a Series 65 license and one year of industry experience. His prior work includes roles at Evoke Advisors, Manhattan West, and Gursey Schneider, LLP. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and incorporates financial planning, tax, and administrative services, with $72.3 billion in assets under management as of May 2026.

Christopher Lee is a financial advisor at Rockefeller Financial LLC in Los Angeles, CA, holding a Series 66 designation with six years of industry experience. Prior to joining Rockefeller Financial in 2019, he worked at The Sterling Group from 2016 to 2019. 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 uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Mariella Caruso is a financial advisor with Capital Group Private Client Services, Inc. She holds a Series 65 designation and has two years of industry experience. Prior to joining Capital Group, she worked at IEQ Capital, LLC and AdvicePeriod / Mariner Wealth Advisors. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations. The firm employs a long-term fundamental research approach and utilizes multiple portfolio managers within its Capital System to deliver customized investment solutions.

Evan Hunter is a financial advisor at Hightower Advisors in Los Angeles, holding CFP®, CFA®, and Series 66 designations, with nine years of industry experience. Prior to joining Hightower in 2021, he worked at Fidelity Brokerage Services and West Coast Financial, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services such as discretionary portfolio management, financial planning, and retirement plan consulting.