Tyler Robuck is a CFP® and Series 65-licensed financial advisor at Mariner with 16 years of industry experience. Prior to joining Mariner, he worked at NewEdge Advisors, Manhattan West Enterprise Company LLC, and EP Wealth Advisors. Outside of financial advising, he owns and operates Stage of the Art, a home staging business. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm utilizes discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions uncommon for firms of its scale.

Eduardo Camacho is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing six years of industry experience. His prior roles include positions at Charles Schwab, Charles Schwab Bank, SSB, and other firms. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on internal asset-allocation models and research tools. The firm emphasizes client authorization for trades and offers tailored recommendations aligned with clients’ goals and risk tolerance.

Daniel Reardon Jr. is a financial advisor at Lido with a Series 65 designation and three years of industry experience. His prior roles include positions at Fisher Investments, Northwestern Mutual, and Rhodes College Finance Office, as well as seven years at Reardon & Company. Lido serves a diverse clientele, including high-net-worth individuals, family offices, and institutional investors, providing integrated wealth management that combines tactical option strategies and a broad asset allocation approach. The firm also offers services through affiliated entities and plays an active sub-advisory role with investment funds such as the VanEck U.S. Equity Buffer ETF.

Thomas Mirth is a CFP®-certified financial advisor with three years of industry experience, currently with Lido in Los Angeles, CA. His prior experience includes roles at Kestra Investment Services, Paces Ferry Wealth Advisors, and Fisher Investments. He serves as a director on the board of Alpha Lambda of Theta Xi House Corp and is a member of the Junior Committee at The Shepherd Center. Lido provides investment management, financial planning, and family office services to a diverse client base, including high-net-worth individuals, family offices, trusts, and institutional clients. The firm employs an integrated wealth-management approach featuring tactical and defined-risk option strategies and serves as sub-adviser to the VanEck U.S. Equity Buffer ETF, combining broad advisory services with affiliated trust, tax, insurance, and brokerage capabilities.

Herman Nainkin is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. He has 22 years of industry experience and serves clients from Sherman Oaks, CA. Outside of his financial advisory work, Nainkin is involved in music brand management as a musician with Jake Jordan Music. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial solutions through its network of 477 independent advisors.

Christine Quintero is a Series 65-licensed financial advisor with five years of industry experience. She has been with Creative Planning and its affiliated entities since 2022, following previous experience at Summit Financial Consultants. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment strategy that emphasizes low-cost indexing, buy-and-hold approaches, and selective private market exposure.

Adam Dandis is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Lido Advisors, LLC. His prior roles include positions at Carson Wealth, CWM, LLC, and Fidelity Investments, among others. Lido provides a range of wealth management services to a diverse client base, including high-net-worth individuals, family offices, and institutional investors. The firm’s investment approach integrates asset allocation across various asset classes with tactical and defined-risk option strategies, and it maintains an active role in sub-advisory and investment-company activities.

Jon Morgan is a Senior Wealth Advisor and Managing Director at Lido with 37 years of industry experience. He has held positions at several firms, including Private Wealth Strategies, Lincoln Investment, Shore Morgan Young Wealth Strategies, and Osaic FA, Inc. Outside of his advisory work, he is a partner and owner of car wash businesses, as well as involved in real estate development and management through multiple entities. Lido serves a diverse client base, including high-net-worth individuals, family offices, trusts, charitable organizations, and corporate and pension plans. The firm employs an integrated wealth-management approach that includes tactical and defined-risk option strategies, and it is notable for its active sub-advisory roles and extensive affiliated capabilities in trust, tax, insurance, and brokerage services.

Marcia Cornwell is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Transamerica, she has held roles in various industries including hospitality, working as a server at Darden Restaurants. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios across discretionary and non-discretionary platforms.

Gurcharan Soni is a financial advisor with Eagle Strategies (New York Life) based in Granada Hills, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been associated with Eagle Strategies LLC since 1999 and operates Soni Financial & Insurance Solutions, through which he brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis, working with a wide range of institutional sponsors as well as retail clients.

Mohamad Al Jamal is a financial advisor at Citigroup Global Markets with 40 years of industry experience. He holds Series 63 and Series 66 designations and has been with Citigroup Global Markets and its predecessor Citicorp Investment Services since 2004. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments. The firm offers a broad range of investment advisory programs and execution services, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

April Anekboon is a financial advisor with Kestra Advisory in Encino, CA, holding a Series 66 designation and four years of industry experience. She previously worked at Zuckerman Private Wealth Management and assists in client services related to insurance and investment products at FMS Financial Partners, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, with a focus on fiduciary consulting, plan design, and access to multiple management platforms.

Salim Admon is a CFP® with 20 years of experience in financial services. He is currently with TLG Advisors, Inc. and has previously worked at Gideon, The Leaders Group Inc, MML Investors Services, and Mass Mutual Life Insurance Company. 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 offers investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

Steven Levin is a financial advisor at NewEdge Advisors with nine years of industry experience. He holds a Series 66 designation and has prior experience with firms including WealthSource Partners, American Financial Network Advisory Services, DFPG Investments, United Planners' Financial Services of America, and Penniall & Associates. Outside of his advisory role, Levin is involved in real estate brokerage through Pinnacle Estate Properties, Inc. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations via a network of independent investment adviser representatives. The firm provides a broad range of services, including portfolio management, financial planning, retirement and pension consulting, manager referrals, and access to sponsored advisory programs, utilizing technology and centralized due diligence in its multi-structured investment approach.

Steven Duplain is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Legacy Financial Group and Alphastar Capital Management, and serves as a managing member and agent of Humanitas LLC, a life insurance agency. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm uses a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios while delivering education and support services to plan sponsors and participants.

Raul Acevedo is a financial advisor at Lido with 16 years of industry experience. He holds a Series 66 designation and previously worked at Stifel for seven years before joining Lido Advisors, LLC in 2022. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and institutional investors. The firm employs an integrated wealth-management approach that combines various asset classes and tactical option strategies, and is notable for its active sub-advisory roles and extensive affiliated capabilities.

Aaron Love is a CFP® with three years of industry experience, currently serving as a financial advisor at Lido. Prior to joining Lido, he held roles at Copperwynd Financial and Fidelity Investments. Outside of finance, his background includes work at Bam Bam's Barbecue and Pharmatech Labs. Lido provides investment management, financial planning, and family office services to a diverse client base including high-net-worth individuals, family offices, trusts, and institutions. The firm manages approximately $42.5 billion in assets and employs an integrated wealth-management approach with active sub-advisory and investment-company roles.

Edward Albrecht is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Kestra Advisory since 2023 and previously spent ten years at SagePoint Financial. In addition to his advisory role, Albrecht serves as a city councilman in Calabasas, California, contributing to local government policy decisions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base including large institutional investors and sovereign wealth funds.

Thomas Kim is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior positions include roles at Cetera, Cathay Bank, and Banc of California. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs while maintaining extensive in-house research and unique market roles.

Leda Ozmen is a financial advisor at Oppenheimer with 19 years of industry experience. She holds the Series 63 designation and has been with Oppenheimer since 2017, following a year at Wells Fargo Clearing. Based in Los Angeles, CA, she provides advisory services as part of a large enterprise firm. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs including asset management, consulting, and retirement services, with investment approaches that include strategic and tactical asset allocation and both discretionary and non-discretionary management.