Christine Geoffray is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Rockefeller Financial and Rockefeller Capital Management in 2025, she was with Morgan Stanley Smith Barney for 16 years. 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, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Brendan Van Cleve is a financial advisor at Lido with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Asset Planning Solutions, Inc. and Ken Stern & Associates. Van Cleve was also associated with Lido Advisors, Inc. from 2014 to 2015. 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 with diversification across multiple asset classes and implements options-based strategies, typically managing assets on a discretionary basis and engaging third-party managers when appropriate.

Tyler Jones is a financial advisor at MAI Capital Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Evoke Advisors and L Squared Capital Partners, LLC prior to joining MAI Capital Management. His background also includes roles in academic admissions and education. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of customized portfolio strategies and integrates financial planning and tax services into many client relationships, managing over $72 billion in assets as of May 2026.

Scott Freeman is a CFP® professional with 18 years of experience in financial advising. He is currently with EP Wealth Advisors and has previously worked at Criterion Capital Advisors LLC, Wells Fargo Advisors, and Centennial Wealth Management LLC. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, portfolio management, and financial planning services. The firm utilizes customized model portfolios with ongoing monitoring and employs a range of investment strategies including fundamental, technical, and cyclical analysis, along with alternative investments and private fund recommendations.

Mitchell Spinneberg is a financial advisor at Mariner with seven years of industry experience. He holds a Series 65 designation and previously worked at AdvicePeriod, LLC and the University of San Diego. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing customized portfolios with in-house research and third-party managers.

Peyton Ewing is a financial advisor with EP Wealth Advisors in Torrance, CA, holding a Series 65 designation. Ewing has been with EP Wealth Advisors since 2025 and has prior work experience including roles outside the financial industry. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and provides additional services such as tax preparation and estate-document facilitation for qualifying clients.

Daniel Federman is a CFP® and holds a Series 65 license, with 18 years of experience in the financial advisory industry. He has worked at EP Wealth Advisors since 2021 and previously spent five years at NewFocus Financial Group, LLC. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and provides additional services such as tax preparation and estate-document facilitation for qualifying clients.

Janet Duong is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and bringing six years of industry experience. She joined Focus Partners in 2025 after six years at Churchill Management Group. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory services, financial and tax planning, and employee benefit consulting. The firm uses an enhanced open architecture investment approach that combines active and passive strategies, third-party managers, and private funds.

Ryan Pittman is a financial advisor at Lido with CFP®, ChFC®, and Series 65 credentials and three years of industry experience. He previously worked at CG Advisory Services LLC and The Advancement Group. Outside of advisory work, he owns RP Systems LLC, a firearms and optics sales business, and is a sole proprietor involved in health insurance premium renewals. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers integrated wealth management services across multiple asset classes and implements options-based strategies, managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Steven Lockshin is a financial advisor at Mariner with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at B+ Institutional Services, AdvicePeriod, Convergent Wealth Advisors, and Lydian Wealth Management. Outside of advising, he is involved in several entrepreneurial and nonprofit activities, including board roles with a sustainable bottled water company and Harlem Lacrosse, as well as leadership positions in estate planning software development and trustee support services. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering comprehensive investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs a discretionary, customized investment approach supported by in-house research and third-party managers, with an emphasis on tax integration and operational capabilities uncommon at its enterprise scale.

Frohman Chen is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds the Series 66 designation and has worked at firms including Capital Group and Morgan Stanley. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as operating as a swap dealer and futures commission merchant.

Matthew Birkett is a CFP® with over 21 years of industry experience, currently serving at Rockefeller Financial LLC. His prior experience includes 12 years at Bank of America and Merrill. He is based in Los Angeles, CA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer that also offers placement and investment banking services.

Gary Arakawa is a CFP®, CFA®, and holds a Series 63 license. He has 4 years of industry experience and is currently with Cerity Partners LLC, where he has worked since 2022. Prior to Cerity Partners, he spent 18 years at Covington Capital Management. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, business entities, charitable organizations, and institutional investors. The firm builds client programs through tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities as appropriate.

Dillon Gracey is a CFP® professional with four years of industry experience. He is currently with Lido Advisors, LLC, having joined in 2023, and previously worked at Goldman Sachs and United Capital. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices and charitable organizations, providing investment management, financial planning, and family office services. The firm employs an integrated wealth management approach with diversification across multiple asset classes and options-based strategies, often managing assets on a discretionary basis and collaborating with third-party managers.

Benjamin Bruner is a financial advisor at Lido with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Lido in 2025, he worked at Northwestern Mutual in various capacities from 2021 to 2024. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, offering integrated wealth management with diversification across multiple asset classes and options-based strategies. The firm manages assets on a discretionary basis and frequently sub-advises registered investment companies.

James Chartrey is a financial advisor with Lido in Los Angeles, CA, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Mariner Wealth Advisors and Principal Funds Distributor, Inc., among others. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, providing investment management, financial planning, and family office services. The firm employs a diversified investment approach incorporating equities, fixed income, alternatives, and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers.

Gina Dandrea is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Empower Advisory Group. Her background includes roles at T. Rowe Price, RBC Capital Markets, and J.P. Morgan Securities LLC. She has also been involved with Blue Moon Cafe in a non-investment capacity. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm integrates services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

John Tijerino is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 66 designation. His prior work experience includes roles at Bank of America, Merrill, and previous tenures at Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm provides a broad range of advisory programs, execution and custody services, and operates with a combination of large institutional scale and specialized market roles.

Nathan Stagg is a ChFC® and holds a Series 66 license, currently serving as a financial advisor at Lido with two years of industry experience. His prior roles include positions at Olympus Wealth Management and Wells Fargo Clearing Services. 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 various asset classes and options-based strategies, managing assets primarily on a discretionary basis while utilizing third-party managers and sub-advisers.

Randy Moshtael is a financial advisor at Oppenheimer with 43 years of industry experience. He holds a Series 63 designation and has worked at Fahnestock & Co., Inc. since 2003, following prior roles at Morgan Stanley and Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and consulting.