Amir Kryner is a CFP® with three years of industry experience currently working at Citigroup Global Markets. His prior experience includes roles at Bank of America, Merrill, and Psagot Investment House LTD. Based in Los Angeles, he has held positions across several major financial institutions. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with oversight committees and incorporates both discretionary and non-discretionary portfolios.

Tigran Basmadjyan is a financial advisor with Eagle Strategies (New York Life), holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Eagle Strategies since 2012 and has been associated with New York Life and NYLIFE Securities since 2004 and 2005, respectively. Outside of advising, he is a passive investor in film production and a charitable technology venture aimed at assisting deaf individuals. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and emphasizes a largely non-discretionary asset management approach, operating within an integrated New York Life affiliate structure.

Dorcity Phipps is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and 37 years of industry experience. He has worked at Surety Investment Services since 2014 and has been associated with Irm Distributors, Inc. since 1987. Additionally, he has a long tenure at El Monte Union High School District dating back to 1982. 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 employs a top-down strategic asset allocation process and manages risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Michael Donato is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. He is based in Los Angeles, CA. Citigroup Global Markets Inc. 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 combines large institutional scale with specialized market roles, including research, security pricing, and derivatives activities.

Oscar Varela is a financial advisor with Transamerica Retirement Advisors, LLC, based in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Prior to joining Transamerica in 2018, he worked at Lockton Companies, Principal Securities, Cambridge Investment Research, and HUB International Investment Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm emphasizes asset allocation and retirement guidance, utilizing proprietary software and model portfolios provided by Morningstar Investment Management, and operates with a large client base focused primarily on non-discretionary assets.

Shane Sawyer Jones is a financial advisor with Lido in Los Angeles, holding a Series 65 designation and three years of industry experience. Prior to joining Lido Advisors, LLC, he worked in educational institutions including Mounds Public Schools, Union Public Schools, and the University of Tulsa. Lido serves high-net-worth and ultra-high-net-worth clients, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach that incorporates diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers when appropriate.

Helen Chu Suwarnasarn is a financial advisor at Hightower Advisors with 16 years of industry experience. She holds a Series 66 designation and has worked at Hightower Advisors since 2019 and at LourdMurray since 2015. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of investment options such as mutual funds, ETFs, alternative investments, and custom indexing.

Jonathan Jewitt is a CFA® charterholder with 12 years of experience in the financial services industry. He is currently with Lido Advisors, LLC and has prior experience at First Republic Securities Company and Wells Fargo Bank. Outside of his advisory work, he is involved as a member and owner of KJ5 Legacy LLC, a real estate investment business. 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 focusing on diversification and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers when appropriate.

Jeffrey Garden is a CFA® charterholder with 10 years of industry experience. He has worked at Lido Advisors, LLC since 2015 and is also affiliated with Oakhurst Advisors LLC. Lido serves high-net-worth and ultra-high-net-worth clients including individuals, family offices, trusts, and charitable organizations. The firm provides investment management, financial planning, family office services, and access to third-party managers, employing a diversified, options-based investment approach implemented both directly and through pooled vehicles.

Jonathan Ip is a financial advisor at Citigroup Global Markets with over three years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with institutional scale, including in-house research and roles as a swap dealer and futures commission merchant.

Kevin Savage is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with D.A. Davidson & Co., where he has worked since 2022, following a 19-year tenure at LPL Financial, LLC. He serves on the investment committee of Hillsides, a nonprofit organization in Pasadena, CA, overseeing its investment assets. 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, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Mario Valverde Rojo is a CFA® charterholder and holds a Series 63 license with 13 years of industry experience. He is currently with Cerity Partners LLC and previously worked at BlackRock, State Street Global Advisors, and Nuveen Investments. Outside of his advisory role, he serves as Southwest Chapter Co-Head for the CAIA Association, an alternative investments nonprofit. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Anson Chen is a financial advisor at GWN Securities Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at Target and Tropicana Student Living. Outside of advising, he is involved in insurance sales and financial services through related registered representative roles. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs and model portfolios, including traditional asset-allocation and legacy momentum-based strategies.

Daniel Butterly is a CFA® charterholder and holds a Series 63 license, currently serving as a financial advisor at TIAA-CREF with four years of industry experience. His prior roles include positions at RBC Rochdale, LLC and Wells Fargo. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and various entities, often serving clients with existing retirement plan relationships. The firm operates within a vertically integrated structure and provides both model-based and customized portfolio management under a fiduciary standard.

Jarett Karp is a financial advisor with Lido and holds Series 63 and Series 65 licenses. He has three years of industry experience, including prior roles at NEPC, LLC and NYLIFE Securities LLC. Karp is based in Los Angeles, CA. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, offering services such as investment management, financial planning, and estate planning. 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 when appropriate.

Dante Noffal is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, holding a Series 65 credential with one year of industry experience. His prior work includes roles at California State University and employment in the food service industry. Capital Group Private Client Services primarily provides discretionary investment management to high-net-worth individuals and charitable organizations, utilizing a long-term, multi-manager investment approach known as the “Capital System.” The firm manages portfolios through separately managed accounts, mutual funds, ETFs, and alternative strategies.

Dylan Williams is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Lido. His prior experience includes roles at Edward Jones, Morgan Stanley, Bank of America, and Merrill Lynch. 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 integrated wealth management services emphasizing diversification across multiple asset classes and implements options-based strategies both in client accounts and pooled vehicles.

Richard Cordell is a CFP® professional with 46 years of industry experience, currently serving as a registered representative at HSBC Securities (USA) Inc. since 2009 and as a bank officer for HSBC Bank (USA) N.A., an affiliate of the firm. He is based in Beverly Hills, CA. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing a combination of client-directed and discretionary investment strategies across several program types. The firm’s investment approach integrates strategic and tactical asset allocation with global fund due diligence and monitoring, serving a diverse client base through assigned Investment Adviser Representatives.

Gary Runnells Jr. is a financial advisor with MAI Capital Management, LLC, holding a Series 65 credential. He has been in the industry for approximately one year, with prior experience that includes roles at Evoke Advisors and other positions outside financial services. MAI Capital Management, LLC 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 range of investment strategies using both in-house and third-party resources, and offers additional services such as trust administration and insurance through affiliated entities.

John Carlson is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been associated with Independent Financial Group and JLB Partners since 2010. Outside of his advisory role, Carlson operates Carlson Wealth Management, a DBA through which he provides investment brokerage services, and he is also licensed as a California insurance agent offering fixed insurance products. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, with account management options that include discretionary and non-discretionary services.