Michael Rosenmayer is a financial advisor at Oppenheimer with 33 years of industry experience. He has held positions at Oppenheimer since 2007, following prior roles at RBC Capital Markets and Prudential Equity Group, LLC. He serves as trustee for the Michael H. Rosenmayer 2013 Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individual clients, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a variety of investment programs and advisory services across equity, balanced, and fixed-income portfolios, providing both discretionary and non-discretionary management tailored to client objectives.

Gretchen Zierolf is a CFP®-certified financial advisor with 16 years of industry experience. She is currently with Lido Advisors, LLC, where she has worked since 2024. Her prior experience includes roles at Hightower Advisors, Farr Miller & Washington, LLC, Janney Montgomery Scott, and Wells Fargo Clearing. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, estates, and institutional clients, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with a range of investment strategies and is notable for its active sub-advisory roles and affiliated capabilities in trust, tax, insurance, and brokerage services.

Attaii Katayoun is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since 2003, she has worked in banking, investing, and wealth strategy, focusing on helping high-net-worth and ultra-high-net-worth clients manage and streamline various aspects of their financial lives. Katayoun provides personalized financial planning and investment advice across areas such as college education planning, divorce transition planning, legacy planning, retirement income strategies, and tax minimization. Katayoun holds a Bachelor's degree from the University of Bou Ali Sina, a Master's degree from the University of Tehran, and an MBA with a concentration in finance from California Lutheran University. She has earned professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). Fluent in English, Persian, and French, she combines technical expertise with empathy to build long-term client relationships. Outside of her professional work, Katayoun is involved in the Rotary Club Rancho Park. She enjoys biking, hiking, music, reading, traveling, and yoga, finding nature to be a source of serenity and balance that she values sharing with others.

Brooklyn Griffin is a CFP® with eight years of industry experience currently serving as an advisor at Lido. Prior to joining Lido, she worked at Hightower Advisors, Farr Miller & Washington, LLC, Clark Financial Advisors, and was involved with Real Estate in Auburn, LLC. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach with a focus on tactical and defined-risk option strategies and offers a range of affiliated services such as trust, tax, and insurance.

Brian Leadley is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has worked at Lido Advisors, LLC since 2024, previously spending seven years at Pegasus Partners Ltd. and one year at Ernst & Young LLP. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with a focus on tactical and defined-risk option strategies, managing approximately $42.5 billion in assets.

Jeffrey Ransenberg is a financial advisor with Eagle Strategies (New York Life) based in Westlake Village, CA, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has worked at New York Life Insurance Company and affiliated entities since 1998 and operates Ransenberg Financial & Insurance Services, brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services across a large network of advisers. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis, working extensively with plan sponsors and corporate clients within the New York Life affiliate structure.

Andrew Palmer is a financial advisor at MAI Capital Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MAI Capital Management since 2025. His prior roles include positions at Evoke Advisors and Bel Air Securities LLC. Outside of finance, he serves as an ambassador for a medical practice focused on promoting health. MAI Capital Management provides a range of investment and wealth management services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies, integrated financial planning, and serves both advisory and product-sponsor roles including managing mutual and private funds.

Jaron Wagner is a CFP® with five years of industry experience, currently serving as a financial advisor at Lido in Los Angeles, CA. His prior roles include positions at Matter Family Office, RMB Capital Management, LLC, and SEI Archway. Lido advises a broad range of clients, including high-net-worth individuals, family offices, and institutional entities, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies and maintains active sub-advisory roles in various investment funds.

Martin Scalzo is a financial advisor at Centaurus Financial, Inc. with 18 years of industry experience. He holds a Series 66 credential and has been with Centaurus Financial since 2017, following two years at Financial West Group. Outside of advisory work, Scalzo is involved in an estate planning team focused on educating clients about deferred sales trust strategies and is licensed as a real estate broker, handling property sales primarily for family and friends. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning and portfolio management with options for discretionary and non-discretionary management, utilizing fundamental and technical analyses, model overlay programs, tax-overlay services, and third-party money managers.

Natale Haworth is a financial advisor with Kestra Advisory in Encino, CA, holding Series 66 and Series 63 licenses and possessing nine years of industry experience. Since 2017, Haworth has been with Kestra Advisory and has concurrently worked with Kestra Investment Services, LLC and Partners Insurance since 2011. Outside of advisory work, Haworth serves as an advisory board member for Red Schoolhouse, Inc., a nonprofit college organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and pooled plan solutions. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds, while utilizing multiple management platforms and third-party solutions.

Jonathan Milner is a financial advisor at Lido in Los Angeles, CA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Olympus Wealth Management and Wealth Strategies, as well as non-financial experience with Hawx Smart Pest Control and teaching roles at Brigham Young University and Utah Valley University. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm offers integrated wealth management combining equities, fixed income, alternatives, and option strategies, and is notable for its active sub-advisory roles and affiliated in-house capabilities such as trust, tax, and brokerage services.

Kevin Maldonado is a Series 65-licensed financial advisor at Lido with three years of industry experience. He previously worked at The Northern Trust Company and has a background that includes roles outside of finance, such as at the Chicago Tribune and Flattop Grill. Lido serves a diverse range of clients, including high-net-worth individuals, family offices, trusts, charitable organizations, and corporate and pension plans, offering services such as investment management, financial planning, and family office support. The firm employs an integrated wealth-management approach with tactical option strategies and maintains notable roles as a sub-adviser to funds like the VanEck U.S. Equity Buffer ETF, supported by a broad network of affiliated entities.

Kimball Driggs is a financial advisor at MAI Capital Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining MAI, he held positions at Evoke Advisors, Olympus Wealth Management, Morgan Stanley, and Brigham Young University. He has also worked in diverse roles outside finance, including at Brooks Pest Control and Swig Drinks. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a broad client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a range of investment strategies and serves in both product-sponsor and advisory capacities, managing over $72 billion in assets as of mid-2026.

Richard Gutierrez is a CFP® certificant with five years of industry experience. He is currently with Capital Group Private Client Services, Inc. and has previously worked at BMO Harris Financial Advisors and U.S. Bancorp Investments. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach that emphasizes fundamental research and a long-term investment horizon. The firm manages portfolios through separately managed accounts, mutual funds, ETFs, and offers access to private equity and alternative strategy funds.

Michael Sy is a CFP® with 38 years of industry experience. He has been with Equity Services, Inc. since 1996 and has also worked with National Life Group since 1995. Outside of his advisory role, he provides tax preparation and notary services to the public. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to a broad client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Jessica Fino is a financial advisor at Lido with 14 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill for 10 years before joining Lido Advisors, LLC. Outside of her professional role, she serves as a trustee to a family account with no trading or activity involved. Lido advises 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 various asset classes and offers active sub-advisory roles, combining traditional advisory services with extensive affiliated capabilities.

Michael Massarano is a financial advisor with Focus Partners Wealth, LLC, holding the Series 63 and Series 66 designations and five years of industry experience. His prior roles include positions at Edward Jones, Bank of America, Merrill Lynch, J.P. Morgan, and Morgan Stanley. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Kyle Laughlin is a financial advisor with Rockefeller Financial LLC in Los Angeles, CA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at First Republic Securities Company, LLC, Goldman Sachs, and First Republic Investment Management Inc. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers portfolio management, financial planning, and consulting services, operating a broker-dealer and investment platform to provide a range of personalized and model-based investment solutions.

Timothy Mcinnis II is a financial advisor with Commonwealth Financial Network in Simi Valley, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Commonwealth since 2009 and is also affiliated with Wm. "Al" Muskat CFP, Inc. since 2007. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 advisors and hundreds of thousands of clients, managing about $212.7 billion in assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Zachary Cole is a financial advisor with Integrated Wealth Concepts LLC in West Hollywood, CA, holding one year of industry experience. Prior to joining Integrated Wealth Concepts, he worked at Sixteenth, Whalar, Slash, Select Management Group, and Golin. He is also engaged as a talent manager with Underscore. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios that include mutual funds, ETFs, individual equities, and fixed income.