Timothy Briody is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, Merrill, New York Life, Edward Jones, Northwestern Mutual, and Quicken Loans, where he was employed for 14 years. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various advice programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm’s investment approach incorporates proprietary software and model portfolios developed by Morningstar Investment Management and serves a large client base with a focus on non-discretionary assets.

Tariq Maiden is a financial advisor at Lido with nine years of industry experience. His prior roles include positions at Ameriprise Financial Services and Northwestern Mutual Wealth Management Company. Outside the financial sector, he owns Riverside Pickling, a retail business. 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.

Elarsen Flores is a financial advisor at Citigroup Global Markets with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citibank N.A. since 2008. Citigroup Global Markets serves individual and institutional clients across various segments, including workplace, high-net-worth, and ultra-high-net-worth. The firm offers a broad range of investment advisory programs and execution services, implementing multi-asset, multi-manager strategies with both discretionary and non-discretionary options.

Conner Dabish is a financial advisor at Lido with Series 63 and Series 65 licenses and four years of industry experience. He previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, Plante Moran, Wireless Revolution, Midway Dental Supply, and Erickson Living. 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.

David Moreno is a Series 65-licensed financial advisor at MAI Capital Management, LLC with one year of industry experience. Prior to joining MAI Capital Management, he worked at JP Morgan Chase for five years. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers integrated financial planning, tax, and administrative services.

Carl Ermelbauer is a CFP® professional at NewEdge Advisors with nine years of industry experience. He has worked at various firms including WealthSource Partners, JP Morgan Securities, and American Financial Network Advisory Services. Outside of his advisory role, he is involved in insurance sales and serves as managing partner and owner of Financial North Partners. NewEdge Advisors is an enterprise‑scale registered investment adviser serving individuals, pension and profit‑sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers comprehensive portfolio management, financial planning, and retirement consulting, combining in‑house and third‑party investment solutions with centralized due diligence and technology tools.

Anthony Clay is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior roles include positions at Freestone Capital Management, Whittier Trust Company, Merrieman Wealth Management, and T12, as well as service in the United States Navy. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities by offering investment management, financial planning, and related services. The firm employs an integrated wealth management approach with diversified strategies across multiple asset classes and implements options-based strategies in client accounts and pooled vehicles.

Tia Peterson is a financial advisor at Mariner with a Series 65 designation and five years of industry experience. She has worked at Mariner Wealth Advisors since 2022 and previously held roles at firms including Advice Period and Mutual Advisors, LLC. Mariner serves a diverse range of clients including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal research and portfolio management team, and offers integrated tax and accounting services alongside traditional portfolio management.

Carol Cory is a CFP® with 46 years of industry experience, currently with PlanMember Securities Corporation since 1998. She is also co-owner and secretary-treasurer of Surety Investment Services, where she has been involved since 1982. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options. The firm employs a strategic asset allocation framework and manages risk-based mutual fund portfolios, delivering education and support services including seminars and personalized retirement planning.

Yelena Kalashnikova is a financial advisor at TLG Advisors, Inc. with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, and Wescom Financial Services. Outside of her advisory role, she serves as a certified swim official for USA Swimming. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services including portfolio management, financial and estate planning, and ERISA fiduciary services.

Scott Poelman is a financial advisor at Lido with 12 years of industry experience. He previously worked at Olympus Wealth Management for 10 years before joining Lido in 2025. He holds Series 63 and Series 66 licenses. Poelman serves as a trustee for family trusts, managing various estate planning investments. 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 focused on diversification across multiple asset classes and uses options-based strategies, managing many accounts on a discretionary basis while utilizing third-party managers and sub-advisers when appropriate.

Sarah Penelope Grant is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2022, following prior roles at JPMorgan Chase Bank NA and JPMorgan Securities LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including functioning as a security-based swap dealer and futures commission merchant.

Sagar Sheth is a financial advisor at Lido with seven years of industry experience and holds a Series 66 designation. His prior experience includes roles at TD Ameritrade, Charles Schwab, Fidelity Brokerage Services, and Morgan Stanley. Outside of his advisory work, he is a partner in a food and beverage production business. Lido serves high-net-worth and ultra-high-net-worth clients, 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 offers both discretionary management and access to third-party managers and sub-advisers.

Zornitsa Santiago is a financial advisor at Capital Group Private Client Services, Inc. with 11 years of industry experience. She holds Series 65 and Series 66 designations and has worked at Capital Group Private Client Services since 2021 and at Capital Bank & Trust Company since 2015. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager investment approach called the "Capital System" that emphasizes fundamental research and long-term investment horizons. The firm uses separately managed accounts, mutual funds, ETFs, and alternative strategies to implement client portfolios.

Bruce Mandel is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and having 41 years of industry experience. His prior roles include long-term positions at Oakwood Capital Management and its division ACORN Digital Wealth. He serves as a trustee for The Luskin Orthopedic Institute for Children, participating in volunteer oversight and community outreach activities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through diversified, risk-class-based allocations that combine passive and active management with quantitative and fundamental analysis.

Oswald Donaldson is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 license, with 37 years of industry experience. He has been associated with Advisory Group West and Commonwealth Financial Network since 2003. Donaldson is also involved in fixed insurance sales, dedicating a small portion of his time to this activity at his branch location. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a variety of advisory programs and services, supporting advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Belete Alemu is a financial advisor with Valic Financial Advisors and holds Series 63 and Series 65 licenses. He has 30 years of industry experience and has been with Valic Financial Advisors since 2013. Prior to that, he has been associated with Agia since 2022, where he is involved with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Nubia Alvarenga is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and seven years of industry experience. She has been with Citibank since 2006, totaling 20 years in her broader career. 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 maintains significant institutional scale with specialized market roles and proprietary research capabilities.

Raymond Lew is a financial advisor at Oppenheimer with 32 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. He holds a Series 63 designation. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, retirement services, and financial planning.

Mark Roman is a financial advisor at Oppenheimer with 12 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management programs.