Cynthia Georghiou is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Blue Source Inc. She is based in Westlake Village, California. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a range of investment strategies and offers portfolio management through Advisor-Directed programs, SMAs, UMAs, and third-party platforms, operating as a fiduciary when a written agreement is in place.

Wael Elkhalafawi is an investment advisor at Cetera Planning Partners with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Avantax Planning Partners, Inc. and Integrate USA, Inc. In addition to his advisory role, Elkhalafawi serves as CEO of Moskowitz and Company, Inc., a CPA firm providing accounting, tax preparation, and CFO services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, and retirement-related advice. The firm integrates tax planning and estate services alongside its investment process, which centers on diversified allocations of mutual funds and ETFs tailored to client objectives and risk tolerance.

Alan Kaye is a financial advisor at TLG Advisors, Inc. with 45 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at The Leaders Group Inc and Cetera Advisor Networks, LLC. He also operates Alan Kaye Insurance, an insurance business active since 1973. TLG Advisors serves a diverse client base, including individuals, high-net-worth clients, trusts, corporations, and institutional investors, providing investment supervisory services, portfolio management, and financial planning. The firm utilizes fundamental analysis and Modern Portfolio Theory to construct diversified portfolios and offers a direct-to-consumer digital program, Starlight Portfolios, which adjusts portfolios based on risk profiles and market conditions.

Garrett Dederichs is a financial advisor at Lido with a Series 65 credential and one year of industry experience. Prior to joining Lido, he worked at KPMG, LLP for five years. 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 integrated wealth management services, including investment management, financial planning, family office services, and retirement and estate planning, and utilizes diversification and options-based strategies within client accounts and pooled vehicles.

Henry Tam is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding Series 63 and Series 66 licenses and with 17 years of industry experience. He has worked at HSBC Securities and HSBC Bank USA since 2014 and previously at Merrill from 2012 to 2013. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations. The firm utilizes multiple program types and combines strategic and tactical asset allocation supported by affiliated and third-party providers, with a focus on client-directed, non-discretionary portfolios.

Lindsey Cook is a financial advisor with RBC Rochdale, LLC, holding the Series 66 designation and bringing 19 years of industry experience. She previously worked at Rochdale Investment Management from 2010 to 2017 and has been with CNR Securities, LLC since 2017. Outside of her advisory role, Cook serves as a committee member at JY, Inc., providing consulting on business development and coaching, and is a board member of Felicia's Children Center Foundation, a charitable organization supporting orphaned children in Tanzania. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, using an active, multi-strategy investment approach that combines quantitative and fundamental analysis. The firm offers various portfolio management and advisory services, focusing on tailored solutions across multiple asset classes.

Benjamin Huston is a CFP®-certified financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 16 years of industry experience. His prior roles include positions at The Colony Group, Gratus Capital, Mariner Wealth Advisors, Fisher Investments, and Fidelity Investments. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, and individual clients. The firm emphasizes fundamental, quality-oriented equity research and implements strategies across various market capitalizations and asset types, serving both direct clients and other investment advisers.

Brandon Heicklen is a financial advisor at Lido with five years of industry experience and holds a Series 65 credential. He previously worked at Steel Peak Wealth Management and has been involved since 2020 in a non-investment business coaching high school and junior college football players in punting and kicking. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities, offering integrated wealth management with diversification across various asset classes and options-based strategies. The firm manages assets both directly and through third-party managers, routinely serves registered investment companies, and maintains a broad affiliate structure.

Brandon Denihan is a financial advisor at Lido with nine years of industry experience. He holds Series 63 and Series 65 licenses and was previously with Crawford Investment Counsel for 20 years. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities, offering investment management, financial planning, family office services, and estate planning. The firm employs an integrated wealth management approach focused on diversification and options-based strategies, managing assets both directly and through sub-advisers.

Alan Varnishung is a financial advisor with Hightower Advisors in Los Angeles, holding a Series 65 credential and two years of industry experience. His prior roles include positions at Riess London and Mercer Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research and portfolio construction techniques that include mutual funds, ETFs, alternative investments, and custom indexing.

Amitha Harichandran is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She joined Mercer in 2025 after working for SB Capital Management, Inc. for 14 years. Mercer Global Advisors serves individuals, families, small business owners, and institutions by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and various specialized portfolios.

Nicholas Strunc is a CFP® and holds a Series 65 license, with seven years of industry experience. He has worked at Mariner Wealth Advisors since 2022, following previous roles at AdvicePeriod, LLC and Aequitas Wealth Management. Nicholas is based in Los Angeles, CA. Mariner serves a diverse range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable emphasis on integrated tax and accounting services uncommon among large advisory firms.

Bradley Levin is a CFP® with 32 years of industry experience, currently with Focus Partners Wealth, LLC since 2021. His prior roles include positions at M. S. HOWELLS & CO., Legacy Wealth Partners, Triad Advisors, Commonwealth Financial Network, and Householder Group, Estate & Retirement Specialists. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Kaevaan Mackay is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Churchill Management Group and Vita CSUN. Outside of advising, his background includes a variety of roles across different industries. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Ben Hamblen is a financial advisor at Lido with 13 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Mass Mutual Life Insurance Company, Mass Mutual Investors Services, Hornor, Townsend & Kent, and Penn Mutual Life Insurance Company. Outside of his advisory role, Hamblen also manages insurance sales and service, including products from Penn Mutual Life. 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 a diversified investment approach that includes equities, fixed income, structured notes, real estate debt, and alternatives, and it frequently manages assets on a discretionary basis while incorporating options-based strategies.

Phillip Boscarino is a financial advisor at Mariner with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mariner Wealth Advisors since 2022, previously spending six years with AdvicePeriod, LLC. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and access to specialized investment vehicles. The firm combines in-house research with third-party managers and provides integrated tax, accounting, and family office services uncommon for a firm of its size.

Andrew Grant is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Intelligence Driven Advisers, LLC, Labrum Wealth Management, LLC, and LPL Financial. 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 individual clients. The firm emphasizes fundamental, quality-oriented equity research and offers a range of strategies across market capitalizations and sectors.

Drew Clanton is a financial advisor with Hightower Advisors in Los Angeles, holding a Series 65 credential and currently beginning his advisory career. His prior experience includes roles at SteelPeak Wealth and involvement with nonprofit and community organizations such as House of Bread and City of Irvine Aquatics. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a manager selection approach with a mix of affiliated and third-party managers, offering services that include portfolio management, financial planning, and retirement consulting.

Jerry Nigro is a financial advisor at Lido with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Claybrook Capital, LLC and Robertson Stephens Advisors LLC. Nigro is based in Los Angeles, CA. 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, and family office services, emphasizing an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Rosemary Martinez is a financial advisor with Principal Financial Services in Burbank, CA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Principal since 1998 and also has a longstanding role at Principal Life Insurance Company beginning in 1996. Martinez serves as a bank trust officer, a position that supports the management of Principal retirement plan accounts across multiple business lines. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.