Matthew Almanza is a financial advisor at Citigroup Global Markets with eight years of industry experience. He has previously worked at UBS Financial Services, Royal Alliance, and NWF Advisory. Almanza holds Series 63 and Series 66 licenses and is based in Los Angeles, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm utilizes multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal oversight committees and a combination of in-house research, lending, and bespoke solutions for large clients.

Gaetano Sacco is a financial advisor at Lido with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lido Advisors, Fountainhead Capital Management, Mass Mutual Investors Services, and METLIFE SECURITIES. He serves as president of Cornerstone Study Group, a nonprofit focused on investment learning and development, and is a sole proprietor of insurance services in New Jersey. Lido advises a broad mix of clients, including high-net-worth individuals, family offices, trusts, and institutional investors, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach combining traditional assets with tactical and defined-risk option strategies, and is notable for its active sub-advisory role and affiliated capabilities across trust, tax, insurance, and brokerage services.

Jonathan Ellinger is a financial advisor at IEQ Capital, LLC in Los Angeles, CA. He holds a Series 65 designation and has been in the financial industry since 2025, with previous experience at Standish Management and roles outside finance including at Fremont Brewing and North Face. He worked for six years at Glendale Country Club prior to his entry into financial advisory. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm employs a macroeconomic research-driven process with customized investment policy statements and offers access to a range of liquid, third-party, and private investment strategies.

Jonathan Teran is a CFP® with 24 years of industry experience, currently advising clients at Lido since 2018. He previously worked at Capstone Pacific Investment Strategies, American Portfolios Advisors, Inc., and Centaurus Financial, Inc. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach incorporating equities, fixed income, alternatives, and tactical option strategies, and is notable for its active sub-advisory roles and affiliated in-house capabilities across trust, tax, insurance, and brokerage services.

Miguel Jacobo is a financial advisor at D.A. Davidson & Co. with six years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Partners Federal Credit Union, JPMorgan Chase Bank, Ameriprise Financial Services, Kinecta Federal Credit Union, Wells Fargo Bank, and Learn4Life. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, and operates under fiduciary standards defined by the Advisers Act and ERISA.

Arin Moradian is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked with multiple firms including Blue Cedar Financial and Insurance Solutions and Capital Edge Insurance & Financial Services, Inc. He is also involved in brokering property and casualty insurance products in addition to life and health insurance. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Donna Feder is a financial advisor with Integrated Wealth Concepts LLC, holding one year of industry experience. She is also a partner at Duffy Kruspodin LLP, a CPA firm where she has worked since 2007. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Scott Bird is a financial advisor at Lido with 12 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Olympus Wealth Management for 10 years and CS Planning Corp for 2 years. Bird is also involved as a member of several investment-related LLCs affiliated with Olympus Wealth Management. Lido serves a wide range of clients including high-net-worth individuals, family offices, trusts, corporations, and pension plans. The firm employs an integrated wealth-management approach combining tactical asset allocation and options strategies, and it is notable for its active sub-advisory role and extensive affiliated capabilities.

Anthony Motamedi is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Planmember Securities Corporation since 2002 and Legacy Financial Group since 2003. Outside of his advisory role, he serves as president of Legacy Financial Group, where he sells fixed annuities and life insurance products. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services such as seminars and personalized retirement planning.

Lance Burks is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Investments. 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 portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.

Lynze Douvros is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and having six years of industry experience. She has worked at Legacy Financial Group, Inc. and PlanMember Securities Corporation since 2019, and has operated her own insurance sales business under the name Lynze Hostetter since 2015. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach centers on a top-down strategic asset allocation framework, offering risk-based mutual fund portfolios and a range of educational and support services to plan sponsors and participants.

Stasia Cato Washington is a financial advisor at Lido with 22 years of industry experience. She holds a Series 66 designation and has worked at Lido Advisors, First Foundation Advisors, U.S. Bancorp Advisors, and Northern Trust Securities. Since 2009, Washington has been co-owner of Palazzo Concessions, a business that pursues national airport concession contracts. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and institutional investors, offering comprehensive wealth management, financial planning, and affiliated trust, tax, insurance, and brokerage services. The firm’s investment approach combines tactical and defined-risk option strategies with a broad asset allocation across various securities and alternative investments.

Trisha Beharie is a financial advisor with Eagle Strategies (NY Life) in Glendale, CA, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of her advisory career, she is a member of the Screen Actors Guild-American Federation of Television and Radio Artists and Actors Equity, receiving royalties as an actor. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers various program types, emphasizing tailored advice primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Arianna Stern is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 65 licenses and two years of industry experience. She previously worked at Charles Schwab Bank and Charles Schwab, and has experience working with Money Positive Cooperative and Fun Factory USA. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset-allocation models and internal research tools.

Scott Swanson is a CFA® charterholder with eight years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2022, following prior roles at Covington Capital Management, D.A. Davidson & Co., and Crowell, Weedon & Co. He is based in Los Angeles, CA. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, institutions, and pooled investment vehicles, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles and asset allocation, integrating proprietary quantitative screening and access to alternative and private market solutions.

Wayne Gelineau is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill for 11 years before joining Rockefeller Financial in 2020. Outside of his advisory role, Gelineau owns Sunset Music, a sole proprietorship through which he records and sells original music online. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Ryan Erlanger is a financial advisor at Lido with three years of industry experience. He holds a Series 65 designation and has prior experience at Fountainhead Advisors, Wells Fargo, and RBC. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, estates, and institutional investors. The firm employs an integrated wealth-management approach balancing multiple asset classes and offers a range of services including investment management, financial planning, and affiliated trust, tax, insurance, and brokerage services.

Marguerite Rangel is a financial advisor with Guardian Life and holds the ChFC® designation along with Series 63 and 65 licenses. She has 28 years of industry experience and previously worked with Park Avenue Securities. Rangel is an active member of the California State Bar and the U.S. Supreme Court Bar and serves as a director on the board of the Jonathan Club, a 501(c)(7) organization. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.

Dominic Cozzetto is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He has worked at Mariner Wealth Advisors since 2022, following roles at Adviceperiod LLC and BNY Mellon Wealth Management. He serves as a volunteer member of the investment committee for Goodwill Industries of Orange County, a nonprofit focused on economic empowerment. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm uses discretionary, customized portfolios that combine in-house research with third-party managers, and provides integrated tax and accounting services alongside traditional portfolio management.

Bernard Machlovitch is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at several notable firms, including Morgan Stanley Private Bank, N.A. and Lehman Brothers Inc. before joining the Rockefeller family of firms. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering a range of portfolio management, financial planning, and consulting services. The firm operates a Private Advisor model alongside a consolidated investment platform, delivering customized solutions across equities, fixed income, and alternatives.