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 17 years of industry experience. She has worked at SB Capital Management, Inc. from 2011 to 2025 and joined Mercer Global Advisors Inc. in 2025. SB Capital Management, Inc. provides investment advisory and financial planning services to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation focused approach with tax-aware implementation and manages multiple private equity and hedge funds as a fund-of-funds manager.

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 31 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. His prior roles include positions at M. S. Howells & Co., Legacy Wealth Partners, Triad Advisors, and Commonwealth Financial Network. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that integrates active and passive strategies within an enhanced open architecture framework and offers a range of specialized services including portfolio management, financial counseling, and fiduciary consulting.

Kaevaan Mackay is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Churchill Management Group and Vita CSUN. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach emphasizing tax- and fee-sensitivity within an enhanced open architecture framework that combines active and passive strategies across various asset classes.

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 at Principal Financial Services with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Principal since 1998. Martinez also serves as a bank trust officer, supporting Principal’s retirement plan account relationships across insurance, broker-dealer, and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Patrick Savage is a financial advisor with Lido, holding Series 65 and Series 63 designations and 21 years of industry experience. He has worked at Lido Advisors, LLC since 2024 and previously held roles at Pegasus Partners, North Capital Private Securities, Continental Properties, and Robert W. Baird & Co. 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 that includes diversification across multiple asset classes and implements options-based strategies, managing assets primarily on a discretionary basis with access to third-party managers and sub-advisers.

Aaron Bayne is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Greenspring Advisors LLC and J.P. Morgan Securities LLC. Outside of finance, Bayne is involved in the music industry as a partner and performer with The Trills, LLC, a vocal group based in Los Angeles, and as a partner in Bayne Artist Management, which manages local musicians. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach blending passive and active management with quantitative, momentum, and fundamental analysis.

Victoria Frazier is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 licenses. She has 24 years of industry experience, including 20 years at Merrill and has been with Citigroup since 2018. Citigroup Global Markets serves individual and institutional clients through Citi Private Bank, Citi Global Wealth at Work, and Citi Personal Wealth Management, offering a wide range of investment advisory programs and custody services. The firm uses multi-asset, multi-manager strategies and maintains a combination of large institutional scale with specialized market roles and arrangements.

Jonathan Drubner is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2025. His prior roles include positions at Lindbrook Capital, LLC, Intersect Capital LLC, and L & S Advisors, Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager investment approach that includes both affiliated and third-party managers, along with proprietary research and custom portfolio construction.

Evan Levy is a financial advisor at Lido with 13 years of industry experience. He holds a Series 65 designation and has been with Lido Advisors, LLC since 2015. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and corporations, offering investment management, financial planning, and family office services. 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 collaborating with third-party managers and sub-advisers.

Joseph Solomon is a CFP®-certified financial advisor with 39 years of industry experience. He is affiliated with LPL Financial and also provides investment advisory services through Private Advisor Group. Solomon has held various roles throughout his career, including leadership positions at Joseph Solomon Financial Group and Level Four Insurance Services. He is involved in tax preparation and accounting through Joseph Solomon Financial Group. LPL Financial serves a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team and flexible investment solutions tailored to client needs.

Sharon Scarpa is a Series 65-licensed advisor with Lido in Los Angeles, CA. She has seven years of industry experience, including six years at Fountainhead Capital Management and two years combined at Lido Advisors. Prior to her financial advisory career, she worked four years at Thirty-One Gifts. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, and other clients with investment management, financial planning, and family office services. The firm employs an integrated wealth management approach that includes diversified asset allocation and options-based strategies, managing assets both directly and through pooled vehicles.

Samuel Garcia is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Cerity Partners LLC and previously worked at Arkadios Capital and SagePoint Financial. Garcia holds Series 65 and Series 63 licenses. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset-allocation and manager selection strategies, and offers a range of services including portfolio management, financial planning, tax preparation, and access to alternative and private-market investments.

Joel Van Buren is a CFP® and Series 65-licensed financial advisor at Lido with four years of industry experience. Prior to joining Lido in 2025, he worked at Exchange Capital Management Inc for four years and Shotwell Rutter Baer Financial Planners for one year. His earlier roles include positions at Michigan State University. 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 with diversification across asset classes and offers discretionary management, financial planning, and access to sub-advisers and third-party managers.