Maher Tayara is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup Inc. since 2022, following six years at JP Morgan Chase Bank and JP Morgan Securities LLC. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees to select and monitor managers.

Tyler Smith is a Series 66-licensed financial advisor with Mariner, based in Los Angeles, CA, and has four years of industry experience. Prior to joining Mariner in 2026, he held roles at firms including CWM, LLC DBA Carson Partners, Cetera Wealth Services, and Waterstone Private Wealth Management. Outside of advising, Smith is also an insurance agent selling fixed insurance products. Mariner serves a broad range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering services such as investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm employs discretionary, customized portfolios supported by internal research and external managers, with a notable integration of tax and accounting services, as well as administrative CFO capabilities and financial wellness tools.

Jaime Hernandez is a financial advisor with SPC, holding the CFP® and Series 63 designations and bringing 30 years of industry experience. He has worked at Parkland Securities since 2014 and has been president of Jardez Financial & Insurance Services Inc. since 1993. Hernandez also operates Hernandez Insurance Agency, which he founded in 1973. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers.

Joseph Kuepper is a Series 65-licensed financial advisor with three years of industry experience, currently serving at Lido Advisors, LLC. His prior experience includes six years at Colorado Financial Management and one year with the United States Geological Survey. Lido advises high-net-worth and ultra-high-net-worth clients, family offices, trusts, estates, and other entities, providing investment management, financial planning, and family office services. The firm employs an integrated wealth management approach, utilizing diversified strategies across multiple asset classes and options-based tactics, and frequently acts as a sub-adviser for registered investment companies.

David Lundquist is a financial advisor at Lido with 21 years of industry experience and holds a Series 65 designation. He has been with Lido Advisors, LLC since 2017 and previously worked at Ken Stern & Associates and Churchill Management Group. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies, managing assets on a discretionary basis and collaborating with third-party managers and sub-advisers.

Gretchen Zierolf is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Lido Advisors, LLC since 2024. Her prior experience includes roles at Hightower Advisors and Farr Miller & Washington, 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 offers an integrated wealth management approach with diversification across various asset classes and implements options-based strategies, managing assets on a discretionary basis and utilizing third-party managers and sub-advisers as appropriate.

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 a financial advisor at Lido. Prior to joining Lido in 2024, Brooklyn worked at Hightower Advisors, Farr Miller & Washington, LLC, and Clark Financial Advisors. Lido provides wealth management services to high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated investment approach that includes diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis while utilizing third-party managers and sub-advisers.

Brian Leadley is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Lido. Prior to joining Lido, he worked at Pegasus Partners Ltd. for seven years and Ernst & Young LLP for one year. Lido provides wealth management services to high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers diversified investment management and financial planning solutions, including family office services and retirement and estate planning, with a focus on integrated and options-based strategies.

Amir Farzin is a financial advisor with Citigroup Global Markets in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. Outside of advisory work, he is a silent investor in a staffing agency, LDRG LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and is notable for its large institutional scale combined with specialized market roles and proprietary research capabilities.

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. Prior to joining MAI Capital Management in 2025, he worked at Evoke Advisors, Bel Air Securities LLC, and Bel Air Investment Advisors LLC. Outside of finance, Palmer serves as an ambassador for a medical practice focused on promoting health. 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 broad range of strategies and integrates financial planning and tax services, serving both in advisory roles and as a product sponsor with over $72 billion in assets under management.

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® and Series 65-licensed advisor at Lido with five years of industry experience. He has held roles at Lido Advisors, Matter Family Office, RMB Capital Management, and SEI Archway. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm provides investment management, financial planning, family office services, and retirement and estate planning, using an integrated approach that includes diversification across various asset classes and options-based strategies.

Jonathan Milner is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior roles include positions at Olympus Wealth Management and Wealth Strategies. Outside of finance, he has experience working with Hawx Smart Pest Control and has been involved with Brigham Young University in recent years. Lido advises high-net-worth and ultra-high-net-worth clients, including family offices, trusts, estates, and charitable organizations, offering investment management, financial planning, and family office services. The firm employs a diversified, integrated wealth management approach and manages assets on a discretionary basis utilizing third-party managers and options-based strategies.

Henry Norman IV is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 15 years of industry experience and has worked with Guardian Life Insurance Company and Park Avenue Securities since 2018. Outside of his advisory role, he is a partner at BLUERIDGE PARTNERS, an activity unrelated to investment advisory services. Henry is part of Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Kevin Maldonado is a financial advisor at Lido with a Series 65 credential and three years of industry experience. He previously worked at The Northern Trust Company and has experience outside finance at the Chicago Tribune and Flattop Grill. Maldonado is based in Los Angeles, CA. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and pooled investment vehicles. The firm employs an integrated wealth management approach incorporating diversification across multiple asset classes and options-based strategies, typically managing assets on a discretionary basis and utilizing third-party managers when appropriate.

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 licenses and has worked at firms including Edward Jones and Prudential Insurance. Outside of his advisory work, he is also an Airbnb and Peerspace host. TIAA‑CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers model portfolios and customized portfolio management, acting as adviser to donor-advised funds within a vertically integrated structure.

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.