Patrick Kim is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 26 years of industry experience, including roles at Ameritas Advisory Services, LLC, EMP Financial Network Inc, and FIT Planning Group. He is a founding board member of VISTA Marketing Partners LLC, which focuses on strategic growth and planning in the fixed insurance and annuity industry. TLG Advisors, Inc. serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm provides investment supervisory services, portfolio management, and comprehensive financial planning, using fundamental analysis and Modern Portfolio Theory to construct diversified portfolios, with services delivered through a network of independent advisors and sub-advisors.

Ashley Ting is a financial advisor at Empower Advisory Group with six years of industry experience. She holds a Series 66 designation and has previously worked at GWN Securities, Inc., Equitable Advisors, and AXA Advisors LLC. Ting is based in La Puente, California. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm delivers services through an integrated platform tied to Empower’s recordkeeping and administrative systems, offering both point-in-time financial plans and optional managed account solutions.

Courtney Blum is a financial advisor at Lido with 18 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Northern Lights Distributors, LLC and Centerstone Investors, LLC. Blum is based in Los Angeles, CA. 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 with diversification across various asset classes and implements options-based strategies both directly and through pooled vehicles.

Nicholas Stonnington Sr. is a financial advisor at Prime Capital Financial with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously led the Stonnington Group, LLC for 19 years. Outside of advising, he owns several non-investment businesses including a healthcare insurance and mortgage loan origination firm, as well as a human capital management company. Prime Capital Financial is an enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers comprehensive services including asset management, financial planning, qualified retirement plan sponsorship, and family office solutions, employing a range of investment strategies alongside affiliated tax advisory services.

Michael Benevento is a financial advisor at Lido with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Fountainhead Advisors, Castlekeep Investment Advisors, MEBCO LLC, and Millennium Partners. Benevento is a founder and CEO of MEBCO LLC, a consulting business, and serves on advisory boards for Terramint Group Corp. and Worldwide Solutions and Services. 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 estate and retirement planning, using an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Jessica Gonzalez Crisci is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Citi Group since 2023, following seven years at HSBC Bank USA and HSBC Securities (USA) Inc. in various advisory roles. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including operating as a security-based swap dealer and futures commission merchant.

Denise Yi is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She has been with Citigroup Global Markets and Citibank, N.A. since 2012. Outside of her advisory work, she is affiliated with JKDY Investments LLC, which operates restaurants in Los Angeles. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional capabilities with specialized market roles.

Rommel Valarao is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and possessing 32 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory work, he serves as secretary for First Solution Hospice Care, dedicating time monthly to managing administrative duties. 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 with internal oversight and a mix of discretionary and non-discretionary programs.

Jason Koo is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Company, Eagle Strategies, and New York Life Insurance Company. Outside of his advisory role, he serves on the Board of Advisors for the nonprofit organization WonderSeed. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing proprietary and third-party investment strategies across various account types.

Tiffany Cohen is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citibank since 2015. Based in Beverly Hills, CA, her career has been focused within the Citigroup organization. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm uses a multi-asset, multi-manager investment approach supported by internal oversight and provides tailored solutions including discretionary and non-discretionary strategies.

Allen Yee is a CFP® with 35 years of industry experience, currently affiliated with United Planners Financial Services of America, a limited partnership. His prior roles include positions at Cetera and First Allied Advisory Services. Outside of his advisory work, he serves as president of Guidant Planning, Inc., a tax preparation and accounting firm, and has been involved in teaching and coaching at Pasadena Community College and Glendale Community College since 2000. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and money managers. The firm is notable for its limited partnership ownership structure and predominantly non-discretionary asset management.

Erik Oros is a financial advisor at TLG Advisors, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at firms including The Leaders Group Inc and Actinium Capital LP. Oros serves as Chief Investment Officer at Gideon Strategic Partners LLC, where he is involved in investment management and sales. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves a diverse client base including individuals, retirement plans, trusts, and institutional investors. The firm combines fundamental research and Modern Portfolio Theory in its portfolio construction and offers services ranging from comprehensive financial planning to ERISA fiduciary oversight.

Joseph Crowley is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He has worked at Exchange Capital Management for nine years, Blue Jays for two years, and is currently with Lido Advisors, LLC. Crowley holds a shareholder role in Exchange Capital Management, overseeing the termination of operations. 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.

Quinn Boortz is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. Prior to joining Citigroup in 2022, Boortz worked at CBRE Investment Management, Starwood Capital Group, and Ernst & Young. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research, derivatives services, and bespoke solutions for high-net-worth clients.

Bridget Goodbody is a CFP® professional with five years of industry experience. She currently works at Cerity Partners LLC and previously spent seven years at Gamble Jones Investment Counsel. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm builds client programs through tailored asset allocation, manager selection, and periodic rebalancing, using proprietary quantitative screens alongside third-party managers and individual securities.

Basil Barrett is a financial advisor with Citigroup Global Markets in Los Angeles, holding a Series 66 designation. He has one year of industry experience and has previously worked at Fiducient Advisors, Dell Technologies, Slater Infrastructure Group, and The Baupost Group, as well as academic roles at The University of Chicago and Morehouse College. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house research and market roles that distinguish it from peers.

Robert Kelly is a CFA® charterholder with 19 years of industry experience. He currently works at Capital Group Private Client Services, Inc., where he has been since 2021, and previously worked at Capital Bank and Trust Company from 2016 to 2021. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach and emphasizing fundamental research and long-term investment horizons.

Joseph Grabowski is a financial advisor with D.A. Davidson & Co. in Pasadena, CA, holding Series 65 and Series 63 credentials and one year of industry experience. Prior to joining D.A. Davidson, he worked at ONE&ALL Church for six years and spent time at Gateway Theological Seminary. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations, operating under fiduciary standards and employing both qualitative and quantitative analysis in its advisory process.

John Woo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has held roles with World System Builders, Worldwide Legacy Builder, and the National Association of Registered Social Security Analysts. Additionally, he serves as an instructor at the Heartland Institute of Financial Education’s College Planning Program, where he provides coaching on college financial planning. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a diverse client base including individual investors, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver its advisory services through a large network of advisors and multiple program platforms.

Kareem Hout is a CFA® charterholder with six years of industry experience. He is currently with MAI Capital Management, LLC and previously worked at Evoke Advisors and First Republic Bank. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning and tax services, managing $72.3 billion in assets as of May 2026.