Stefan Gronvold is a financial advisor with NewEdge Advisors in Manhattan Beach, CA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Securities America Advisors and Investacorp Advisory Services. Outside of advising, he is a managing partner at PacificView Wealth Management and serves as an insurance agent specializing in fixed insurance and fixed annuity sales. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to meet diverse client needs.

Marques Dickson is a CFP® professional with 12 years of industry experience, currently affiliated with Fifth Third Securities, Inc. He has held positions at several firms, including Ameriprise Financial Services, City National Securities, and Wells Fargo Advisors. Fifth Third Securities serves a diverse client base that includes individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers various managed account programs and portfolio management options tailored to clients' risk profiles.

Aleksandra Tukan is a Series 66-licensed financial advisor with three years of industry experience. She currently practices at Mariner and previously worked at NewEdge Advisors, LLC, Jefferies LLC, and InnoVise Family Wealth Advisors. Outside of her primary role, she provides advisory services through NewEdge Advisors under the name Wealth Conscious Management. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and it provides specialized services such as ERISA 3(38) retirement plan solutions and integrated tax and accounting capabilities uncommon in large advisory enterprises.

Henry Chaussee is a CFP® professional with one year of industry experience, currently affiliated with Lido Advisors, LLC in Los Angeles, CA. His prior roles include positions at Stuart Chaussée & Associates, Inc. and several academic institutions. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices and charitable organizations, offering a range of services such as investment management, financial planning, and estate planning. The firm employs an integrated wealth management approach focused on diversification and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers as appropriate.

Feng Shen is a financial advisor at Oppenheimer with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wedbush Securities, UBS Financial Services, and Merrill. He is involved in managing the investments of his family trust. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Jack Suzar is a financial advisor at Hightower Advisors with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Bel Air Investment Advisors LLC and its affiliated entities from 1999 to 2021. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions, manager selection, and access to proprietary research and customized portfolio construction.

Kenneth Cole is a CFP® with three years of industry experience, currently serving as a financial advisor at Mariner. Prior to joining Mariner, he worked at Northwestern Mutual Wealth Management Company and Edward Moyzes. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and integrated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, with a notable focus on tax and accounting integration uncommon among large advisory enterprises.

Thalia Montiel is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and 36 years of industry experience. She has been with Irm Distributors, Inc. since 1999. Outside of her advisory role, Montiel is involved in the sale of indexed life insurance products as an independent agent. PlanMember provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation process and manages risk-based mutual fund portfolios, offering educational and support services including seminars and personalized planning.

Katerina Soto is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and seven years of industry experience. She has worked at firms including Advised Assets Group, GWFS Equities, Bank of America, Merrill, and J.P. Morgan. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail IRA and brokerage clients. The firm’s approach integrates its advisory services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Jason Ozur is a Series 65-licensed financial advisor with Lido in Los Angeles, California, where he has worked since 2015. He has 16 years of industry experience and serves as a managing member of Lido Flamingo, an investment-related entity focused on real estate. He is also a board member of Palladius Capital Management. Lido advises high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and pooled investment vehicles. The firm offers investment management, financial planning, and family office services, utilizing an integrated approach that includes equities, fixed income, structured notes, real estate debt, and options-based strategies.

Chong Shim is a financial advisor at TLG Advisors, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at firms including The Leaders Group Inc, Ameritas Advisory Services, and Prudential Insurance Company of America. Outside of his advisory work, he has been involved in senior health insurance consulting through a separate business. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors. The firm emphasizes manager selection and ongoing portfolio monitoring using fundamental analysis and Modern Portfolio Theory, offering both sub-advised accounts and a direct-to-consumer digital program called Starlight Portfolios.

Thomas Bartling is a CFP® professional with three years of industry experience. He currently works at Lido and previously held roles at Aspiriant, Platt Wealth Management, San Diego County Credit Union, and Union Bank. Outside of his advisory work, Bartling serves on the Board of Directors for the Financial Planning Association of Central Florida and is employed in food and beverage service at Eden Abbey Brewing Community. 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 involving diversification across multiple asset classes and options-based strategies, often managing assets on a discretionary basis and working with third-party managers and sub-advisers.

Julie Lee is a financial advisor with Eagle Strategies (NY Life) based in Calabasas, CA, holding a Series 63 designation and 35 years of industry experience. She has been with Eagle Strategies since 1994 and Nylife Securities Inc. since 1993, and has a total of 50 years in the financial services industry including time at Bankers Life Nebraska. Her other business activities include brokering non-registered investment-related insurance products through outside insurance carriers. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the vast majority of assets on a non-discretionary basis while maintaining fiduciary responsibilities to retirement investors.

Jennifer Betbadal is a financial advisor at Lido with a Series 65 credential and one year of industry experience. Her prior work includes roles at J Belmont Industries LLC and J Belmont Showroom. Lido serves high-net-worth and ultra-high-net-worth clients, family offices, trusts, estates, and various organizations. The firm employs an integrated wealth management approach with diversification across multiple asset classes and options-based strategies, managing assets often on a discretionary basis and utilizing third-party managers when appropriate.

Paul Ryan is a financial advisor at Lido with 12 years of industry experience. He holds the Series 66 designation and has been with Lido Advisors, LLC since 2015. Prior to Lido, he worked at Investment Security Corporation from 2015 to 2021. 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, family office services, and estate and retirement planning, using an integrated approach that includes diversification across multiple asset classes and options-based strategies.

James Eddy is a financial advisor with TLG Advisors, Inc. He holds a Series 66 designation and has 20 years of industry experience. Prior to joining TLG Advisors in 2017, he worked at Lincoln Investment and has been involved with Pacific Southwest Financial/Capitas Financial since 2005. Outside of his advisory role, he serves as a director at Pacific Southwest Financial, where he is involved in consulting, teaching, and managing insurance brokerage services. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm combines fundamental analysis and Modern Portfolio Theory in its investment approach and offers a direct-to-consumer program called Starlight Portfolios alongside traditional advisory services.

Carl Ludwigson is a CFA® charterholder with four years of industry experience, currently advising clients at Hightower Advisors in Los Angeles. He has been with Hightower since 2021, following a nine-year tenure at Bel Air. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that includes both affiliated and third-party managers, with access to various investment vehicles and proprietary research.

William Gallon is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at The Leaders Group Inc and Gideon Strategic Partners, as well as involvement with educational organizations such as Williams College and Pine Cobble School. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and it offers both managed accounts and a direct-to-consumer digital program called Starlight Portfolios.

Adrian Engel is a CFA® charterholder and holds a Series 63 license with 11 years of industry experience. He has worked at City National Rochdale since 2015. Outside of his advisory role, Adrian serves on the advisory board of Iluria, a company developing software to monitor ADHD-related patterns using commercial smart wearables, and participates on the committee for the JVS Socal Scholarship Program, which supports job seekers through candidate selection. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors, employing an active, multi-strategy investment process that integrates quantitative and fundamental analysis. The firm offers portfolio management and sub-advisory services and sponsors multiple mutual and interval funds, managing approximately $73 billion in assets across 125 advisors.

Sophia Stoehr is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at Arixa Capital, Bellwether Asset Management, and Lincoln Property Company, as well as time spent at the University of Southern California. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach integrates centralized macro and manager research with access to alternative investments through an extensive private-investment platform.