Michael Massarano is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at firms including Edward Jones, Bank of America, Merrill Lynch, JPMorgan Chase, and Morgan Stanley. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, and a range of wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates reporting across managed and held-away assets.

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.

Timothy Mcinnis II is a financial advisor with Commonwealth Financial Network in Simi Valley, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Commonwealth since 2009 and is also affiliated with Wm. "Al" Muskat CFP, Inc. since 2007. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 advisors and hundreds of thousands of clients, managing about $212.7 billion in assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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.

Eduardo Camacho is a financial advisor with Schwab Wealth Advisory in Los Angeles, CA, holding Series 63 and Series 65 licenses with five years of industry experience. His prior experience includes roles at Charles Schwab Bank, Blakeslee & Blakeslee, Enterprise, Mindbody, and California State University Chico. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory model from many enterprise wealth managers.

Daniel Reardon Jr. is a financial advisor at Lido with three years of industry experience. He holds a Series 65 designation and has worked at Lido Advisors, Fisher Investments, Northwestern Mutual, and Reardon & Company. He also has prior experience at Rhodes College Finance Office. 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, and retirement and estate planning, implementing a diversified, options-based approach across various asset classes.

Thomas Mirth is a CFP® professional with three years of experience in financial advising, currently with Lido Advisors, LLC. His prior roles include positions at Kestra Investment Services, Paces Ferry Wealth Advisors, and Fisher Investments. He serves as a director on the board of Alpha Lambda of Theta Xi House Corp and is a member of the Junior Committee at The Shepherd Center. Lido advises 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, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers.

Herman Nainkin is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. He has 22 years of industry experience and serves clients from Sherman Oaks, CA. Outside of his financial advisory work, Nainkin is involved in music brand management as a musician with Jake Jordan Music. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial solutions through its network of 477 independent advisors.

Christine Quintero is a financial advisor at Creative Planning with five years of industry experience. She holds a Series 65 credential and has worked at Creative Planning Institutional Advisors since 2022, following a long tenure at Summit Financial Consultants from 2008 to 2022. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that combines low-cost indexing and buy-and-hold strategies with selective private market exposure and tax-loss harvesting, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Jon Morgan is a Senior Wealth Advisor and Managing Director at Lido with 37 years of industry experience. Before joining Lido Advisors in 2024, he worked at Private Wealth Strategies, Lincoln Investment, and Shore Morgan Young Wealth Strategies. Outside of his financial advisory career, he is a partner and owner in several car wash enterprises and manages multiple real estate and investment holding companies. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations. The firm employs an integrated wealth management approach with diversified strategies across equities, fixed income, alternatives, and options-based methods, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers.

Marcia Cornwell is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to her current role, she has worked at Darden Restaurants and Wfgia, among other positions. Outside of advising, she has experience working as a restaurant server. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Gurcharan Soni is a financial advisor with Eagle Strategies (New York Life) based in Granada Hills, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been associated with Eagle Strategies LLC since 1999 and operates Soni Financial & Insurance Solutions, through which he brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis, working with a wide range of institutional sponsors as well as retail clients.

Michael Jamal is a financial advisor at Citigroup Global Markets with 40 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds the Series 63 and Series 66 designations. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies with internal oversight and combines large institutional scale with specialized market roles and arrangements.

April Anekboon is a financial advisor with Kestra Advisory in Encino, CA, holding a Series 66 designation and four years of industry experience. She previously worked at Zuckerman Private Wealth Management and assists in client services related to insurance and investment products at FMS Financial Partners, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, with a focus on fiduciary consulting, plan design, and access to multiple management platforms.

Salim Admon is a CFP® with 20 years of experience in financial services. He is currently with TLG Advisors, Inc. and has previously worked at Gideon, The Leaders Group Inc, MML Investors Services, and Mass Mutual Life Insurance Company. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

Steven Levin is a financial advisor at NewEdge Advisors with nine years of industry experience. He holds a Series 66 designation and has prior experience with firms including WealthSource Partners, American Financial Network Advisory Services, DFPG Investments, United Planners' Financial Services of America, and Penniall & Associates. Outside of his advisory role, Levin is involved in real estate brokerage through Pinnacle Estate Properties, Inc. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations via a network of independent investment adviser representatives. The firm provides a broad range of services, including portfolio management, financial planning, retirement and pension consulting, manager referrals, and access to sponsored advisory programs, utilizing technology and centralized due diligence in its multi-structured investment approach.

Steven Duplain is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Legacy Financial Group and Alphastar Capital Management, and serves as a managing member and agent of Humanitas LLC, a life insurance agency. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm uses a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios while delivering education and support services to plan sponsors and participants.

Raul Acevedo is a financial advisor at Lido with 16 years of industry experience. He holds a Series 66 designation and previously worked at Stifel for seven years before joining Lido Advisors, 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 provides investment management, financial planning, family office services, and retirement and estate planning, employing an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Aaron Love is a CFP® licensed financial advisor with three years of industry experience. He is currently with Lido Advisors, LLC and previously worked at Copperwynd Financial and Fidelity Investments. Outside of finance, he has experience working in the food service industry at Bam Bam's Barbecue. 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, and estate planning, using an integrated wealth management approach that includes diversified asset classes and options-based strategies.

Edward Albrecht is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Kestra Advisory since 2023 and previously spent ten years at SagePoint Financial. In addition to his advisory role, Albrecht serves as a city councilman in Calabasas, California, contributing to local government policy decisions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base including large institutional investors and sovereign wealth funds.