Victor Isidro is a financial advisor with Lido based in Los Angeles, CA, holding a Series 65 designation. He has professional experience from Sumitomo Mitsui Banking Corporation and academic tenure at Boston College. Lido serves a diverse client base, including high-net-worth individuals, family offices, charitable organizations, and pension plans, providing investment management, financial planning, and family office services. The firm utilizes an integrated wealth-management approach with diversified asset allocation and active strategies, and it holds a significant role as a sub-adviser to investment funds such as the VanEck U.S. Equity Buffer ETF.

Joseph Lumarda is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, holding a Series 65 credential with 17 years of industry experience. He previously worked at Capital Bank and Trust Company for five years before joining his current firm in 2021. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach and a range of investment vehicles including separately managed accounts, mutual funds, and alternative strategy funds.

Tonnette Patterson is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Focus Partners Wealth in 2025, she worked at Churchill Management Group for seven years and National Planning Corporation for four years. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm uses a long-term, tax- and fee-sensitive investment approach combining active and passive strategies alongside third-party managers and private funds.

Henry Gitman is a financial advisor with Hightower Advisors in Los Angeles, holding a Series 66 credential and 12 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2014. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a variety of investment products such as mutual funds, ETFs, and alternative investments.

Nicholas Eguiazarian is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Smith Barney LLC and J.P. Morgan Chase Bank, N.A., among other firms. Outside of his advisory role, he is a partner in JLN Shoes LLC, a retail and online shoe business. 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 offers a range of portfolio management, financial planning, and consulting services, operating as both an investment adviser and a registered broker-dealer with capabilities including securities transactions, variable insurance products, and investment banking services.

Christian Fontal is a financial advisor at EP Wealth Advisors with two years of industry experience. He holds a Series 65 designation and has worked previously at Charles Schwab & Co., Inc. Outside of finance, he has experience working at Indian Peaks Golf Course. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning, using customized model portfolios and a range of investment strategies including fundamental and technical analysis.

David Tracy is a CFP® and Series 66-registered advisor with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, M. S. HOWELLS & cO., Triad Advisors, and Legacy Wealth Partners. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, emphasizing long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds. The firm also offers financial planning, family office services, employee benefit consulting, and access to a variety of investment vehicles.

Justin Amrein is a financial advisor at MAI Capital Management, LLC with Series 65 credentials and one year of industry experience. Prior to joining MAI in 2026, he worked at Evoke Advisors and Heritage Investors Management Corporation. His background also includes roles at George Washington University, Tennis Central Corp, and Chester Valley Golf Club. 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 institutions. The firm manages a broad range of strategies and offers services that include trust administration and insurance, with $72.3 billion in assets under management as of May 2026.

Nicholette La Frenier is a financial advisor at Citigroup Global Markets with one year of industry experience. She holds the Series 66 designation and has previously worked at Modern Woodmen of America and in various roles including teaching positions and financial services prior to joining Citigroup. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with comprehensive oversight, and supports bespoke discretionary solutions for high-net-worth clients.

Trevor Bush is a CFP® with 18 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. He has been with the firm since 2014. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for clients meeting certain asset thresholds. Their investment approach includes customized model portfolios and ongoing monitoring using fundamental, technical, and cyclical analysis.

Graham Foltz is a financial advisor at Lido with two years of industry experience. He holds a Series 66 designation and previously worked at Nuveen Securities, Nuveen Asset Management, and Arrowmark Partners. Foltz’s background also includes experience outside finance, such as positions at Cherry Creek Country Club and Cuba Cuba Restaurant. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and pension plans. The firm employs an integrated wealth-management approach that balances asset allocation across various investment types and is noted for its active sub-advisory roles and extensive affiliated capabilities.

James Boyd is a CFP® with 39 years of industry experience, currently serving as an advisor at Stratos Wealth Partners, Ltd. He has held prior roles at LPL Financial and National Planning Corporation and has operated Boyd Financial Planning since 1984. Outside of advising, he is involved in tax preparation through a side business, SASSY COUTURE. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutions, offering a range of services such as financial planning, advisor-managed programs, and outsourced CIO solutions with an open-architecture investment approach.

Maurice Franklin Jr. is a CFP® with five years of industry experience, currently serving as a financial advisor at Mariner. His prior work experience includes six years at Saks Fifth Avenue. Mariner serves a broad mix of clients, including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm uses discretionary, customized portfolios supported by internal research and third-party managers, with notable integration of tax and accounting services uncommon at this enterprise scale.

Sanjeev Sardana is a financial advisor at Lido with 28 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Lido in 2025, he worked at Bluepointe Capital Management for 19 years, Credit Suisse Securities for 3 years, and Pershing for 5 years. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and corporate and pension plans. The firm employs an integrated wealth-management approach with a focus on asset allocation and option strategies, and it offers a range of services including investment management, financial planning, and family office support.

Sean Walker is a financial advisor at Carson Wealth with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera and Applied Financial Planning. Outside his advisory role, he owns aviation-related businesses focused on aircraft training, renting, and management, and participates in a financial radio show. Carson Wealth is an SEC-registered investment adviser that oversees approximately $50.6 billion through a network of more than 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee to construct and monitor model portfolios while offering tailored solutions and integrated technology for portfolio oversight and execution.

Myra Alport is a financial advisor at Lido with 19 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at several firms, including Copperwynd Financial and Thompson Wealth Management. Lido 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 balances multiple asset classes and uses tactical option strategies while offering a range of affiliated services such as trust, tax, and insurance.

Jacob Dorman is a CFP® professional with 13 years of industry experience, currently advising at Mariner since 2022. He co-owns Dorman & Company Inc., an event services business for which he provides consulting on weekends. Prior to Mariner, he worked at AdvicePeriod, LLC and ran his own wealth management firm. Mariner serves a diverse client base including high-net-worth individuals, institutions, and private funds, offering investment management, financial planning, and specialized services such as tax coordination and Core Family Office support. The firm employs customized discretionary portfolios supported by both internal and third-party management, with a notable integration of tax and accounting services uncommon among large advisory enterprises.

Dylan Mathis is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research, futures and derivatives services, and bespoke solutions for very large clients.

Nicki Green is a CFP® and holds a Series 65 license with five years of experience in the financial advisory industry. She is currently with Lido Advisors, LLC and has prior experience at Colorado Financial Management, Cascade Financial Management Inc, and Vail Resorts. Lido advises a diverse client base that includes high-net-worth individuals, family offices, trusts, and institutional entities. The firm employs an integrated wealth-management approach, balancing various asset classes and utilizing tactical, defined-risk option strategies, while also serving as a sub-adviser to exchange-traded funds and offering extensive affiliated services in trust, tax, insurance, and brokerage.

Shaina Desai is a CFP®-certified financial advisor with eight years of industry experience. She is currently with Hightower Advisors and has held prior roles at Northwestern Mutual Wealth Management Company and Jessica Aliotti. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and access to pooled investment vehicles and private funds.