Gary Benson is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and over 41 years of industry experience. His prior roles include positions at NPB Financial Group LLC and Pash & Benson International LLC. Outside of his advisory work, he serves as an officer and director in an insurance business and consults for Paxton Consulting Group. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement services, utilizing multiple advisory programs and third-party asset managers.

Cameron Killeen is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He is currently with Capital Group Private Client Services, Inc. and has prior experience at City National Bank and Fidelity Investments. Outside of advising, he is involved in co-owning and managing short-term rental properties. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach and fundamental research to implement portfolios through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Jon Carrier is a financial advisor at Cresset Asset Management, LLC with two years of industry experience. Before joining Cresset, he worked with the Los Angeles Rams and the National Football League. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and private fund management.

Ronald Flores is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with Capital Group Companies and its affiliate since 2014. 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, ETFs, and alternative strategies.

Javier Jimenez is a financial advisor at Lido with seven years of industry experience. He holds the CFP® designation and Series 66 license. His prior roles include positions at Copperwynd Financial, Vanguard Group, Edward Jones, and ComCap Advisory. He serves as the HOA Treasurer of Woodland Springs Association in Arizona. 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 multiple asset classes and implements options-based strategies, managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Craig Brothers is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and 41 years of industry experience. His prior work includes long-term roles at Bel Air Investment Advisors, LLC, Bel Air Securities LLC, and Bel Air Management Company LLC. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach involves manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Dillon Christensen is a financial advisor at MAI Capital Management, LLC with 13 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked previously at Evoke Wealth, LLC and Bel Air Investment Advisors LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of customized portfolio strategies and serves both product-sponsor and advisory roles, managing over $72 billion in assets.

Kamil Rehman is a financial advisor at Schwab Wealth Advisory with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining Schwab in 2025, he worked at Edward Jones and Woodbury Financial Services. Outside of his advisory work, Rehman owns and operates CurrentBuild Computer, a business focused on computer hardware design and sales. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and distinguishes itself by not charging clients directly for its advisory services.

Alexandra Browne is a Series 65-licensed financial advisor at Lido with 11 years of industry experience. She has worked at Lido Advisors, LLC since 2016 and briefly at IDB Lido Wealth, LLC. Outside of her advisory role, she operates a personal travel company and serves on the Mays Business School Dean’s Advisory Board at Texas A&M University. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach with diversification across various asset classes and options-based strategies, often managing assets on a discretionary basis and working with third-party managers.

Lena Thomas is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with Citigroup since 2017, including two years at Citibank prior to her current role. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs that include multi-asset, multi-manager strategies and execution services. The firm operates with notable institutional scale and a diverse set of market roles, providing both discretionary and non-discretionary investment solutions.

Vincent Bonavia is a financial advisor at Lido with seven years of industry experience. He holds the Series 65 and Series 66 designations. His prior roles include positions at Cetera Investment Services, Regions Bank, JP Morgan Chase Bank, and Platinum Peak Advisors. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations. The firm employs an integrated wealth management approach with diversification across multiple asset classes and offers discretionary management, financial planning, and access to third-party managers.

Laura Braverman is a financial advisor at Lido with 19 years of industry experience, holding Series 63 and Series 65 licenses. She previously worked at Bluepointe Capital Management for 19 years before joining Lido in 2025. 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 options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers and sub-advisers as appropriate.

Alan Swerdloff is a financial advisor with Capital Group Private Client Services, Inc. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. His prior roles include five years at Capital Bank And Trust Company and several years with Capital Group Private Client Services. 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, ETFs, and private-equity funds.

Jordan Kunz is a CFP® and CFA® with 11 years of industry experience. He currently works at Lido Advisors, LLC, where he has been since 2023, following an 11-year tenure at Sargent Bickham Lagudis, LLC. 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 and utilizing third-party managers when appropriate.

Laura Kim is a financial advisor with Hightower Advisors, holding a Series 66 designation and 18 years of industry experience. She has worked at Bel Air Investment Advisors LLC and Bel Air Securities LLC since 2016. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers to offer diversified portfolio construction and specialized investment strategies.

Brian Engel is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including Sawgrass Asset Management LLC, Vontobel Asset Management Incorporated, and BMO Investment Distributors. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, offering a range of active equity and fixed-income strategies. The firm emphasizes fundamental, company-level research with governance and sustainability assessments and manages approximately $58 billion in assets across various investment platforms.

Edwin Huey is a financial advisor with Hightower Advisors in Los Angeles, CA, holding a Series 66 designation and 25 years of industry experience. He worked at Bel Air Securities LLC for 16 years before joining Hightower Advisors in 2021. Huey is also employed by Bel Air Investment Advisors LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Sung Lee is a financial advisor at Capital Group Private Client Services, Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked at Capital Group Private Client Services since 2021, following six years at Capital Bank and Trust Company. Based in Los Angeles, CA, he provides investment management services primarily to high-net-worth individuals and charitable organizations. Capital Group Private Client Services offers discretionary investment management through separately managed accounts, mutual funds, ETFs, and private-equity and alternative strategy funds. The firm serves high-net-worth clients, charities, corporations, and pension plans, employing a multi-manager approach focused on fundamental research and long-term investing.

Erica Jean Cortez is a CFP® professional with 14 years of experience in financial advising. She is currently with Lido Advisors, LLC and has held prior roles at firms including Mariner, Wealth Enhancement Group, Northwest Investment Counselors LLC, and Commonwealth Financial Network. 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 utilizing diversified investments and options-based strategies, often managing assets on a discretionary basis and collaborating with third-party managers and sub-advisers.

Mary Gukasyan is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and four years of industry experience. She previously worked at Round Hill Asset Management and has held positions with the County of Los Angeles and California State University - Northridge. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and government entities. The firm employs an active, multi-strategy investment process that combines quantitative and fundamental analysis, using proprietary tools and working with sub-advisors to tailor portfolios across various asset classes.