Robert Lawton is a financial advisor at Lido in Los Angeles, CA, holding a Series 65 designation. He has been with Lido since 2024 and previously worked at GreensLedge in 2023. His background includes roles outside the financial industry, including positions at the Beverly Hills Hotel and Swell Cafe. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering integrated wealth-management services with a focus on diversified asset allocation and options-based strategies. The firm also maintains an active role in sub-advisory and investment-company management, supported by a network of affiliated entities providing trust, tax, insurance, and brokerage services.

Patrick Chin is a financial advisor at Wealth Enhancement Advisory Services, LLC, holding CFP®, CFA®, and Series 66 credentials with seven years of industry experience. His prior experience includes roles at Wells Fargo Clearing, JPMorgan Securities, JPMorgan Chase Bank, Northern Trust, and Ellison Technologies. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach that blends passive and active managers, with portfolio oversight by an internal Investment Committee.

Devon Silber is a financial advisor at Oppenheimer in Los Angeles, CA, holding a Series 66 designation with seven years of industry experience. Prior to joining Oppenheimer in 2024, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2019 to 2024. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and retirement consulting, with a notable portion of its assets managed on a non-discretionary basis.

David Ferry is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He previously worked at Capital Bank and Trust Company for five years before joining his current firm in 2019. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm employs a multi-manager investment approach based on fundamental research and offers access to various separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Sam Stavros is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2018, following a year at Bank of America and three years in the fitness industry. 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 manages investments through both discretionary and non-discretionary programs.

Christine Mok is a financial advisor with GWN Securities Inc. in Pasadena, CA, holding a Series 66 credential and two years of industry experience. Prior to joining GWN Securities, she worked at Chapresso and attended the University of California, Irvine. Outside of her advisory work, she has experience as a barista at a local boba store. GWN Securities provides investment advisory services to individual and corporate clients through a variety of managed account programs and financial planning offerings. The firm’s approach includes the use of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies in certain programs.

Victor Isidro is a financial advisor with Lido based in Los Angeles, CA, holding a Series 65 designation. He has professional experience from Sumitomo Mitsui Banking Corporation and academic tenure at Boston College. Lido serves a diverse client base, including high-net-worth individuals, family offices, charitable organizations, and pension plans, providing investment management, financial planning, and family office services. The firm utilizes an integrated wealth-management approach with diversified asset allocation and active strategies, and it holds a significant role as a sub-adviser to investment funds such as the VanEck U.S. Equity Buffer ETF.

Joseph Lumarda is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, holding a Series 65 credential with 17 years of industry experience. He previously worked at Capital Bank and Trust Company for five years before joining his current firm in 2021. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach and a range of investment vehicles including separately managed accounts, mutual funds, and alternative strategy funds.

Henry Gitman is a financial advisor with Hightower Advisors in Los Angeles, holding a Series 66 credential and 12 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2014. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a variety of investment products such as mutual funds, ETFs, and alternative investments.

Nicholas Eguiazarian is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Smith Barney LLC and J.P. Morgan Chase Bank, N.A., among other firms. Outside of his advisory role, he is a partner in JLN Shoes LLC, a retail and online shoe business. 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 offers a range of portfolio management, financial planning, and consulting services, operating as both an investment adviser and a registered broker-dealer with capabilities including securities transactions, variable insurance products, and investment banking services.

David Tracy is a CFP® and Series 66-registered advisor with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, M. S. HOWELLS & cO., Triad Advisors, and Legacy Wealth Partners. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, emphasizing long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds. The firm also offers financial planning, family office services, employee benefit consulting, and access to a variety of investment vehicles.

Justin Amrein is a financial advisor at MAI Capital Management, LLC with Series 65 credentials and one year of industry experience. Prior to joining MAI in 2026, he worked at Evoke Advisors and Heritage Investors Management Corporation. His background also includes roles at George Washington University, Tennis Central Corp, and Chester Valley Golf Club. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutions. The firm manages a broad range of strategies and offers services that include trust administration and insurance, with $72.3 billion in assets under management as of May 2026.

Zachary Valdez is a financial advisor at GWN Securities Inc. with a Series 66 designation and one year of industry experience. Prior to joining GWN Securities, he held roles at Harvey Mudd College, Keck Graduate Institute, Score Savers College Prep, Middle Tree Academy and Foundation, and ADP. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning offerings. The firm employs a combination of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies in certain legacy programs.

Nicholette La Frenier is a financial advisor at Citigroup Global Markets with one year of industry experience. She holds the Series 66 designation and has previously worked at Modern Woodmen of America and in various roles including teaching positions and financial services prior to joining Citigroup. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with comprehensive oversight, and supports bespoke discretionary solutions for high-net-worth clients.

Graham Foltz is a financial advisor at Lido with two years of industry experience. He holds a Series 66 designation and previously worked at Nuveen Securities, Nuveen Asset Management, and Arrowmark Partners. Foltz’s background also includes experience outside finance, such as positions at Cherry Creek Country Club and Cuba Cuba Restaurant. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and pension plans. The firm employs an integrated wealth-management approach that balances asset allocation across various investment types and is noted for its active sub-advisory roles and extensive affiliated capabilities.

James Boyd is a CFP® with 39 years of industry experience, currently serving as an advisor at Stratos Wealth Partners, Ltd. He has held prior roles at LPL Financial and National Planning Corporation and has operated Boyd Financial Planning since 1984. Outside of advising, he is involved in tax preparation through a side business, SASSY COUTURE. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutions, offering a range of services such as financial planning, advisor-managed programs, and outsourced CIO solutions with an open-architecture investment approach.

Josephine Tran is a financial advisor at TIAA‑CREF with eight years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her previous roles include periods at Berthel Fisher & Company Financial Services, Inc., BFC Planning, Inc., and self-employed consulting. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm operates a fiduciary advisory model with a separation between point-in-time planning and ongoing discretionary management, utilizing both model and customized portfolios.

Sanjeev Sardana is a financial advisor at Lido with 28 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Lido in 2025, he worked at Bluepointe Capital Management for 19 years, Credit Suisse Securities for 3 years, and Pershing for 5 years. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and corporate and pension plans. The firm employs an integrated wealth-management approach with a focus on asset allocation and option strategies, and it offers a range of services including investment management, financial planning, and family office support.

Sean Walker is a financial advisor at Carson Wealth with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera and Applied Financial Planning. Outside his advisory role, he owns aviation-related businesses focused on aircraft training, renting, and management, and participates in a financial radio show. Carson Wealth is an SEC-registered investment adviser that oversees approximately $50.6 billion through a network of more than 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee to construct and monitor model portfolios while offering tailored solutions and integrated technology for portfolio oversight and execution.

Komal Motwani is a CFP® with seven years of industry experience, currently serving as a financial advisor at TIAA-CREF. Prior to joining TIAA-CREF in 2025, Motwani worked for Yanni & Associates Investment Advisors, LLC for a total of seven years and spent time at Thakar Financial LLC, Raymond James. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm distinguishes between stand-alone planning services and ongoing discretionary management and acts as adviser to a donor-advised fund.