Andrey Manannikov is a financial advisor at HSBC Securities (USA) Inc. with six years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Bank of America, Merrill, and JPMorgan Chase. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary options. The firm utilizes a combination of strategic and tactical asset allocation supported by global asset management teams, with a notable portion of assets held in client-directed, non-discretionary portfolios.

Danial Fereydani is a financial advisor at AE Wealth Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2016, with prior experience at Global Financial Private Capital, LLC and ongoing involvement at Pendo Insurance Services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm operates a range of model portfolios and asset management programs, managing approximately $49.8 billion for over 127,000 clients, and employs a platform-driven approach with discretionary strategies and regular performance reporting.

Warren Baker is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at Lido. He previously worked at Platte River Wealth Advisors and Wells Fargo Private Bank. He is a board member of the Colorado Foundation for Conductive Education, a nonprofit organization. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles, offering investment management, financial planning, family office services, and retirement and estate planning. 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 frequently serving registered investment companies.

Davis Bell is a Series 65-licensed financial advisor with 3 years of industry experience. He has worked at Lido Advisors, LLC since 2022 and previously held a role at Emissary Wealth in 2021. Prior to entering the financial advisory field, he spent time at Virginia Tech and Delbarton School. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, estates, 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 utilizing third-party managers when appropriate.

Andrew Wallace is a financial advisor at Lido with Series 63 and 65 licenses and four years of industry experience. His prior roles include positions at Corient Services LLC, Bain & Company, Northwestern University, and Sanford C. Bernstein & Co., 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 employs an integrated wealth management approach emphasizing diversification across multiple asset classes and implements options-based strategies, often managing assets on a discretionary basis with third-party managers and sub-advisers.

Yeznik Kazanjian is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with in-house research and specialized market roles.

Lonna Weems is a financial advisor with Centaurus Financial, Inc. in North Hills, CA, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. She has been with Centaurus Financial since 2013. Outside of advising, she works as a yoga instructor in North Hills. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through a range of discretionary and non-discretionary arrangements.

Saman Bigharaz is a financial advisor at Mercer Global Advisors Inc. with 13 years of industry experience. He holds a Series 66 designation and has held prior roles at Falcon Wealth Planning, E*TRADE Securities, JPMorgan Chase Bank, AMI USA LLC, and Merrill. Outside of his advisory work, he is involved with Pure Paws Pet Company, LLC, which imports grass-fed dog and cat treats from New Zealand. Mercer Global Advisors serves individuals, families, small business owners, foundations, and non-profits with comprehensive investment advisory and financial planning services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, using low-cost ETFs, index funds, and other strategies, and offers specialized services including retirement plan consulting and family office solutions.

Linda Han is a financial advisor at Equity Services, Inc. with seven years of industry experience. She holds a Series 66 designation and has been with Equity Services since 2018. Prior to that, she worked at National Life Group starting in 2015. Outside of her advisory role, Han is an insurance agent at Worthington Financial Partners. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers various advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Massimigliano Sasso is a financial advisor at Capital Group Private Client Services, Inc. with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Capital Bank & Trust Company and City National Rochdale. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager investment approach known as the "Capital System" and offering access to separately managed accounts, pooled funds, and alternative strategy investments.

Dale Kang is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles. He has held multiple roles within Capital Group Private Client Services and previously worked at Capital Bank & Trust Company. Outside of finance, Dale is a partner at N10 Dance Studios, where he manages various operational aspects. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager investment approach across separately managed accounts, mutual funds, ETFs, and alternative strategies.

Brian Appel is a financial advisor at Lido with 28 years of industry experience. He holds the CFP® and ChFC® designations along with the Series 63 and Series 65 licenses. His prior roles include positions at Charles Schwab, Fidelity Investments, and ClientWise. Lido advises high-net-worth and ultra-high-net-worth clients, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers integrated wealth management services, including investment management, financial planning, and family office support, with a focus on diversification across multiple asset classes and options-based strategies.

Caleb Powell is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 21 years of industry experience. He has been with Kayne Anderson Rudnick since 2004. Powell holds a Series 65 credential and is based in Los Angeles, CA. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, registered investment advisers, pension plans, and individuals. The firm emphasizes fundamental, quality-oriented equity research and implements its investment views across multiple strategies, serving both direct clients and other advisers through sub-advisory and model portfolios.

Richard Unser is a financial advisor at Creative Planning with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Lockton Financial Advisors, LLC, Lockton Companies, LLC, and Lockton Investment Advisors, LLC from 2007 to 2021. Outside of his advisory role, he hosts the educational podcast "401(K) Fridays" and contributes blog posts to Forbes.com. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and direct indexing.

Andrew Cuevas is a financial advisor with TLG Advisors, Inc. in Los Angeles, CA, holding Series 63 and Series 66 designations and having 13 years of industry experience. His prior roles include positions at Gideon Strategic Partners, M Holdings, Equitable Advisors, and AXA Advisors. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on portfolio management, comprehensive financial planning, and fiduciary services, emphasizing manager selection and ongoing monitoring through fundamental analysis and Modern Portfolio Theory.

Ron Hertzberg is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2017. Prior to that, he was with JP Morgan Securities LLC from 2013 to 2017. Outside of his advisory role, he is the owner and CEO of RH15 Enterprises, a business focused on buying and selling sports memorabilia. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and has a unique combination of large institutional scale and specialized market roles.

Ashish Patel is a financial advisor at Lido with five years of industry experience and holds a Series 66 designation. Prior to joining Lido, he worked at BluePointe Capital Management and held various roles at First Command Insurance and Brokerage Services. In addition to his advisory work, Patel serves as a Reserve Officer and Safety Officer in the United States Air Force and as a First Officer for United Airlines. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, estates, and pooled investment vehicles. The firm employs an integrated wealth management approach that incorporates diversified asset classes and options-based strategies, managing assets on a discretionary basis and often utilizing third-party managers and sub-advisers.

Munir Tager is a financial advisor at Eagle Strategies (NY Life) with Series 63 and Series 65 credentials and two years of industry experience. Prior to his current role, he held positions at NYLIFE Securities LLC, New York Life Insurance Company, Starbucks, and Wendy's. He serves as a board member and secretary of LeTip International Inc., a professional leads organization for business owners and entrepreneurs. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Jaclyn Wittbrodt is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at Bel Air Investment Advisors and Ernst & Young. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, and nonprofit organizations, offering both discretionary SMA management and ancillary family-office services. The firm’s investment process incorporates centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party managers, and private alternative investments.

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.