Haim Shepes is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 63 and Series 65 credentials and with 34 years of industry experience. His prior work includes roles at Legend Equities Corporation and Lincoln Investment, alongside running his own insurance and securities sales businesses. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary and offering a range of participant-level investment options. The firm’s investment approach centers on a strategic asset allocation framework with risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Joshua Miller is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Lido. He previously worked at Colorado Financial Management LLC for eight years. He is a member of CFM Holdings, LLC, which owns Lido's office space in Johnstown, Colorado. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers investment management, financial planning, family office services, and retirement and estate planning, utilizing a diversified and options-based investment approach across various asset classes.

Albina Hinrichsen is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds Series 63 and Series 66 designations and previously worked at TIAA and Wells Fargo. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and unique market roles, including in-house research and execution capabilities.

Jeffrey Miller is a financial advisor at Rockefeller Capital Management with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of finance, he is a part-owner of Beer of the Day, where he contributes by photographing and writing descriptions about various beers. Rockefeller Capital Management is an enterprise firm with 157 advisors, serving clients through a comprehensive investment approach.

Nicole Hammick is a financial advisor at Lincoln Investment with three years of industry experience. She previously worked at Raymond James Financial and Cetera Investment Services, LLC. Outside of finance, she owns White Birch Herbal, LLC, a business that sells herbal products in Connecticut. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services using both strategic and dynamic approaches, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Rod Nakamoto is a CFP® professional with 33 years of experience in the financial services industry. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having previously worked at Bank of America, Merrill, and JPMorgan Chase. Nakamoto serves as a trustee on the Board of Trustees for the University of Southern California and is president of the USC Associates Board of Directors. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and retirement plan consulting through a designated Private Advisor and provides access to alternative and private investments along with integrated trust and insurance services.

Scott Brokaw is a financial advisor at Lido with 12 years of industry experience and holds a Series 65 designation. He has been with Lido Advisors, LLC since 2015 and also operates as a life and health insurance agent through Scott Brokaw Insurance. 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 both directly and through pooled vehicles, often on a discretionary basis.

Edward Rusowicz is a CFP® certificant with 27 years of industry experience. He has worked at Kestra Advisory since 2016 and has been with Kestra Investment Services, LLC since 2005. Outside of his advisory role, he is a recording artist who owns master recordings and publishing rights for his music compositions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm supports ERISA fiduciary services, offers multiple management platforms and third-party solutions, and serves large institutional investors including sovereign wealth funds.

William Nail is a Series 65 licensed financial advisor at Lido with two years of industry experience. Prior to joining Lido Advisors in 2023, he worked at First Republic Bank and has experience with a beverage company, The Finnish Long Drink. He also has teaching experience at Santa Clara University and Greenwich High School. 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, retirement and estate planning, and access to third-party managers and sub-advisers, employing an integrated wealth management approach that includes diversification across asset classes and options-based strategies.

Steven Ralff is a CFA® charterholder with 21 years of industry experience. He is currently with Lido Advisors, LLC and previously worked at Fountainhead Advisors, LaSalle Securities, and Blackrock Investments, LLC. Outside of finance, he is a named partner in an interior design firm, AHR Design, LLC, based in Maplewood, NJ. Lido advises high-net-worth and ultra-high-net-worth clients, including family offices and charitable organizations, offering investment management, financial planning, and family office services. The firm employs a diversified investment approach across multiple asset classes and manages assets on a discretionary basis, often utilizing third-party managers and options-based strategies.

Stewart Schrader is a CFP® professional with 24 years of experience in financial advising. He is currently with Mercer Global Advisors Inc. and has previously worked with firms including SAGE Private Wealth Group, Raymond James Financial Services, Fifth Third Securities, and BMO Harris Financial Advisors. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with strategic use of low-cost index vehicles and tax management.

Jacqueline Riggs is a CFP® with nine years of industry experience, currently serving at Rockefeller Financial LLC and Rockefeller Capital Management since 2025. Prior to that, she worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2025. Outside of her advisory role, she is involved as a seller on Etsy and serves on the advisory board for Pi Beta Phi Fraternity. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, providing portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer, offering a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes, as well as placement and investment banking services.

Robert Bodner is a financial advisor at Corient with four years of industry experience. He holds a Series 65 designation and has previously worked at Checchi Capital Advisers and Green Harvest Asset Management. Bodner also contributed to the University of Southern California's MBA program. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investment options as appropriate.

Stephanie Luh is a CFA® charterholder with one year of experience at Kayne Anderson Rudnick Investment Management, LLC. She previously worked at DoubleLine Capital for eight years and spent one year at Levine Leichtman. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a diverse client base, including institutional investors and high-net-worth individuals, utilizing a fundamental research-driven approach that integrates governance and sustainability assessments.

Chad Anderson is a financial advisor at Centaurus Financial, Inc. with seven years of industry experience. He holds the Series 66 designation and has been with Centaurus Financial and Coles Capital Management since 2018. Prior to his advisory roles, he worked outside the financial sector at Corky's Kitchen & Bakery and served at California Polytechnic State University, San Luis Obispo. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and institutions, providing financial planning, portfolio management, retirement-plan consulting, and advisory management of annuity and variable life sub-accounts. The firm employs a combination of fundamental, technical, and top-down analysis across both discretionary and non-discretionary arrangements.

Reiji Kodama is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he held positions at HV Global Group, Irvine Management Company, Vistana Vacation Ownership, and Marriott International. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled vehicles, and retirement plan fiduciaries. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies to construct client solutions.

Amir Baker is a financial advisor at Hightower Advisors with a Series 65 credential and one year of industry experience. He previously worked at Tran Capital Management for nine years prior to joining Hightower Advisors. 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 affiliated and third-party managers, proprietary research, and a variety of portfolio construction options.

David Daughtrey is a financial advisor at Lido with 32 years of industry experience. He holds the CFP® and CFA® designations and has previously worked at Purshe Kaplan Sterling Investments and Copperwynd Financial LLC. In addition to his advisory role, he is an independent insurance agent for various insurance companies. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach with diversification across multiple asset classes and implements options-based strategies in client accounts and pooled vehicles.

Andrea Shieh is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Mercer Global Advisors Inc. in Los Angeles, CA. Her prior experience includes roles at Boulevard Family Wealth Services, The Leaders Group, Bank of America, and Merrill Lynch. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory and offers a range of portfolio management options alongside financial planning and retirement consulting services.

Zara Guivi is a financial advisor at D.A. Davidson & Co. with 15 years of industry experience. She holds the Series 66 designation and has previous experience at City National Securities, Unionbanc Investment Services, Perennial Investment Advisors, Perennial Financial & Insurance Services, LLC, and LPL Financial LC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including 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, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.