Frohman Chen is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds the Series 66 designation and has worked at firms including Capital Group and Morgan Stanley. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as operating as a swap dealer and futures commission merchant.

Matthew Birkett is a CFP® with over 21 years of industry experience, currently serving at Rockefeller Financial LLC. His prior experience includes 12 years at Bank of America and Merrill. He is based in Los Angeles, CA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer that also offers placement and investment banking services.

Gary Arakawa is a CFP® and CFA® charterholder currently with Cerity Partners LLC in Los Angeles, where he has worked since 2022. He has 18 years of prior experience at Covington Capital Management. Arakawa holds a Series 63 license and has a total of 22 years in the financial industry. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors, with approximately $126.9 billion in assets under management. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio solutions.

Dillon Gracey is a CFP® professional at Lido with four years of industry experience. He previously worked at Goldman Sachs and United Capital before joining Lido Advisors, LLC. Dillon is based in Los Angeles, CA. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers a comprehensive wealth management approach that includes investment management, financial planning, family office services, and estate planning, utilizing diversified strategies across multiple asset classes and options-based techniques.

Benjamin Bruner is a financial advisor at Lido with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. He is based in Los Angeles, CA. 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 with diversification across multiple asset classes and implements options-based strategies, often managing assets on a discretionary basis and using third-party managers as appropriate.

James Chartrey is a financial advisor with Lido in Los Angeles, CA, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Mariner Wealth Advisors and Principal Funds Distributor, Inc., among others. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, providing investment management, financial planning, and family office services. The firm employs a diversified investment approach incorporating equities, fixed income, alternatives, and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers.

Gina Dandrea is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Empower Advisory Group. Her background includes roles at T. Rowe Price, RBC Capital Markets, and J.P. Morgan Securities LLC. She has also been involved with Blue Moon Cafe in a non-investment capacity. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm integrates services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

John Tijerino is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 66 designation. His prior work experience includes roles at Bank of America, Merrill, and previous tenures at Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm provides a broad range of advisory programs, execution and custody services, and operates with a combination of large institutional scale and specialized market roles.

Nathan Stagg is a ChFC® and holds a Series 66 license, currently serving as a financial advisor at Lido with two years of industry experience. His prior roles include positions at Olympus Wealth Management and Wells Fargo Clearing Services. 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 that includes diversification across various asset classes and options-based strategies, managing assets primarily on a discretionary basis while utilizing third-party managers and sub-advisers.

Randy Moshtael is a financial advisor with Oppenheimer in Los Angeles, CA, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Fahnestock & Co., Inc. since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, retirement services, and financial planning. The firm utilizes strategic and tactical asset allocation, manager selection, and a variety of investment vehicles to construct client solutions.

Erica Ghotra is a financial advisor at Lido with 16 years of industry experience. She holds a Series 66 designation and previously worked at Westmount Asset Management from 2016 to 2019. Erica is based in Los Angeles, CA. 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, employing an integrated approach that includes equities, fixed income, alternatives, and options-based strategies.

Michelle St Julien is a financial advisor with Capital Group Private Client Services, Inc., holding Series 65 and Series 66 designations and five years of industry experience. She has worked at Capital Group Companies since 2018, following seven years at Transamerica. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach and fundamental research to manage client portfolios across various investment vehicles, including separately managed accounts and affiliated funds.

Loren Barrett is a financial advisor at GWN Securities Inc. in Los Angeles, CA, holding a Series 66 designation with two years of industry experience. Prior to joining GWN Securities, he worked at TSA Private Equity Real Estate and Petco, and has an educational background including Santa Clara University and Highland Park High School. Outside of his advisory role, Barrett owns an online apparel brand where he serves as creative director. GWN Securities is an SEC-registered investment adviser and broker-dealer that serves individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a network of approximately 423 advisors and manages around $3.65 billion across more than 37,000 client accounts, offering a range of managed-account programs and investment strategies.

Evan Stablein is a CFP® and holds a Series 66 license with one year of industry experience. He is currently with MAI Capital Management, LLC and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of financial advising, no additional activities are noted. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm customizes portfolio management across various strategies and offers trust and insurance administrative services.

Chad Weber is a financial advisor with TIAA-CREF who holds Series 63, 65, and 66 licenses and has 28 years of industry experience. He has been with TIAA and TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management using model and customized portfolios within a vertically integrated structure.

Benjamin Porras is a CFA® charterholder with 20 years of industry experience. He currently serves as an advisor at Farther and previously worked at Arrowroot Family Office, Arrowroot Financial Services, LLC, and EP Wealth Advisors. In addition to his advisory role, he operates a sole proprietorship providing liability and loan consulting as well as transaction coordinator support. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Michael Mora is a financial advisor with Steward Partners Investment Advisory, LLC in Los Angeles, CA, holding a Series 66 designation and three years of industry experience. He previously worked at LPL Financial for six years and held roles at Catalina Structured Funding and the University of Oregon. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management, financial planning, and consulting services through both proprietary and third-party solutions.

John Genung III is a financial advisor at Lido with a Series 65 designation and approximately one year of industry experience. His prior work includes positions at Chilton Capital Management LLC, Northwestern Mutual Investment Services, LLC, and Investar Bank. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and charitable organizations by providing investment management, financial planning, family office services, and retirement and estate planning. 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 utilizing third-party managers and sub-advisers.

Jonathan Boyack is a financial advisor at MAI Capital Management, LLC with one year of industry experience. He holds the Series 65 designation and has held previous roles at firms including Evoke Advisors and Sepio Capital. 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 including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers trust and insurance administration through its affiliates.

Nidaa Kalasho is a financial advisor with First Citizens Investor Services, Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her career includes roles at First Citizens Bank, U.S. Bank, and Wells Fargo, encompassing various positions from 2010 to the present. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities with advisory and brokerage services. The firm employs fundamental, quantitative, and technical analysis to construct diversified portfolios and offers a range of investment solutions including model portfolios and tax-aware services.