Attaii Katayoun is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since 2003, she has worked in banking, investing, and wealth strategy, focusing on helping high-net-worth and ultra-high-net-worth clients manage and streamline various aspects of their financial lives. Katayoun provides personalized financial planning and investment advice across areas such as college education planning, divorce transition planning, legacy planning, retirement income strategies, and tax minimization. Katayoun holds a Bachelor's degree from the University of Bou Ali Sina, a Master's degree from the University of Tehran, and an MBA with a concentration in finance from California Lutheran University. She has earned professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). Fluent in English, Persian, and French, she combines technical expertise with empathy to build long-term client relationships. Outside of her professional work, Katayoun is involved in the Rotary Club Rancho Park. She enjoys biking, hiking, music, reading, traveling, and yoga, finding nature to be a source of serenity and balance that she values sharing with others.

Brooklyn Griffin is a CFP® with eight years of industry experience currently serving as an advisor at Lido. Prior to joining Lido, she worked at Hightower Advisors, Farr Miller & Washington, LLC, Clark Financial Advisors, and was involved with Real Estate in Auburn, LLC. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach with a focus on tactical and defined-risk option strategies and offers a range of affiliated services such as trust, tax, and insurance.

Brian Leadley is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has worked at Lido Advisors, LLC since 2024, previously spending seven years at Pegasus Partners Ltd. and one year at Ernst & Young LLP. 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 with a focus on tactical and defined-risk option strategies, managing approximately $42.5 billion in assets.

Amir Farzin is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he is a silent investor in a staffing agency. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with significant institutional scale and specialized market roles.

Andrew Palmer is a financial advisor at MAI Capital Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MAI Capital Management since 2025. His prior roles include positions at Evoke Advisors and Bel Air Securities LLC. Outside of finance, he serves as an ambassador for a medical practice focused on promoting health. MAI Capital Management provides a range of investment and wealth management services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies, integrated financial planning, and serves both advisory and product-sponsor roles including managing mutual and private funds.

Jeffrey Ruderman is a CFP® with 14 years of industry experience. He is currently with Capital Group Private Client Services, Inc. in Los Angeles, where he has worked since 2021. Prior to that, he spent five years at Capital Bank and Trust Company. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach through separately managed account programs, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Jaron Wagner is a CFP® with five years of industry experience, currently serving as a financial advisor at Lido in Los Angeles, CA. His prior roles include positions at Matter Family Office, RMB Capital Management, LLC, and SEI Archway. Lido advises a broad range of clients, including high-net-worth individuals, family offices, and institutional entities, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies and maintains active sub-advisory roles in various investment funds.

Jonathan Milner is a financial advisor at Lido in Los Angeles, CA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Olympus Wealth Management and Wealth Strategies, as well as non-financial experience with Hawx Smart Pest Control and teaching roles at Brigham Young University and Utah Valley University. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm offers integrated wealth management combining equities, fixed income, alternatives, and option strategies, and is notable for its active sub-advisory roles and affiliated in-house capabilities such as trust, tax, and brokerage services.

Henry Norman IV is a financial advisor with Guardian Life, holding Series 63 and Series 65 designations and 15 years of industry experience. His career includes prior roles at Park Avenue Securities and MassMutual Life Insurance Company. Outside of his advisory work, he is a partner at BlueRidge Partners, a non-investment-related business. Henry advises through Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management and model-based strategies, offering access to proprietary programs, third-party solutions, and integrated lending options.

Kevin Maldonado is a Series 65-licensed financial advisor at Lido with three years of industry experience. He previously worked at The Northern Trust Company and has a background that includes roles outside of finance, such as at the Chicago Tribune and Flattop Grill. Lido serves a diverse range of clients, including high-net-worth individuals, family offices, trusts, charitable organizations, and corporate and pension plans, offering services such as investment management, financial planning, and family office support. The firm employs an integrated wealth-management approach with tactical option strategies and maintains notable roles as a sub-adviser to funds like the VanEck U.S. Equity Buffer ETF, supported by a broad network of affiliated entities.

Kimball Driggs is a financial advisor at MAI Capital Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining MAI, he held positions at Evoke Advisors, Olympus Wealth Management, Morgan Stanley, and Brigham Young University. He has also worked in diverse roles outside finance, including at Brooks Pest Control and Swig Drinks. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a broad client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a range of investment strategies and serves in both product-sponsor and advisory capacities, managing over $72 billion in assets as of mid-2026.

Robin Rodriguez is a financial advisor at TIAA-CREF with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Edward Jones and Massachusetts Mutual Life Insurance Company. Outside of advising, he is active as an Airbnb and Peerspace host. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides a range of management options from model portfolios to customized strategies and serves as adviser to a donor-advised fund.

Shaminder Dhindsa is a financial advisor with GWN Securities Inc. in San Diego, CA, holding a Series 66 designation and 10 years of industry experience. Prior to joining GWN Securities in 2023, Dhindsa worked at Bank of America and Merrill from 2017 to 2023, and Axa Advisors from 2015 to 2017. Outside of finance, Dhindsa owns Purple Mango Films, LLC, a wedding videography business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies from traditional asset allocation to legacy market-timing and momentum-based approaches.

Michael Sy is a CFP® with 38 years of industry experience. He has been with Equity Services, Inc. since 1996 and has also worked with National Life Group since 1995. Outside of his advisory role, he provides tax preparation and notary services to the public. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to a broad client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Jessica Fino is a financial advisor at Lido with 14 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill for 10 years before joining Lido Advisors, LLC. Outside of her professional role, she serves as a trustee to a family account with no trading or activity involved. Lido advises 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 various asset classes and offers active sub-advisory roles, combining traditional advisory services with extensive affiliated capabilities.

Kyle Laughlin is a financial advisor with Rockefeller Financial LLC in Los Angeles, CA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at First Republic Securities Company, LLC, Goldman Sachs, and First Republic Investment Management Inc. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers portfolio management, financial planning, and consulting services, operating a broker-dealer and investment platform to provide a range of personalized and model-based investment solutions.

Zachary Cole is a financial advisor with Integrated Wealth Concepts LLC in West Hollywood, CA, holding one year of industry experience. Prior to joining Integrated Wealth Concepts, he worked at Sixteenth, Whalar, Slash, Select Management Group, and Golin. He is also engaged as a talent manager with Underscore. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios that include mutual funds, ETFs, individual equities, and fixed income.

Tyler Robuck is a CFP® and Series 65-licensed financial advisor at Mariner with 16 years of industry experience. Prior to joining Mariner, he worked at NewEdge Advisors, Manhattan West Enterprise Company LLC, and EP Wealth Advisors. Outside of financial advising, he owns and operates Stage of the Art, a home staging business. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm utilizes discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions uncommon for firms of its scale.

Cindy Verduzco is a financial advisor with Eagle Strategies (NY Life) in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has worked with Monarch Grove Wealth Strategies & Insurance Solutions since 2023 and has been affiliated with Eagle Strategies and New York Life-related entities since 2018. In addition to her advisory role, she operates Monarch Grove Wealth Strategies & Insurance Solutions, brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions across multiple program types and manages a substantial asset base primarily on a non-discretionary basis through its integrated New York Life affiliate structure.

Eduardo Camacho is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing six years of industry experience. His prior roles include positions at Charles Schwab, Charles Schwab Bank, SSB, and other firms. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on internal asset-allocation models and research tools. The firm emphasizes client authorization for trades and offers tailored recommendations aligned with clients’ goals and risk tolerance.