Matthew Sealy is a Series 65-credentialed advisor with four years of industry experience, currently working at Lido Advisors, LLC since 2022. Prior to joining Lido, he held roles at BlastMotion Inc., San Diego State University, Mascot Factory, Westview High School, and the United States Soccer Federation. Lido serves high-net-worth and ultra-high-net-worth clients, including individuals, family offices, trusts, estates, charitable organizations, and corporations. The firm employs an integrated wealth management approach with diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers when appropriate.

Frederick Johnston is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Caleb and Brown Ltd, Fidelity Investments, and JPMorgan Chase & Co. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs along with execution and custody services. The firm operates with institutional scale and provides specialized roles such as security-based swap dealing and futures commission merchant services.

Dani Comart is a financial advisor at Lido with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank NA and JPMORGAN Securities LLC for nine years. Comart has been with Lido Advisors, LLC since 2020. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach with diversification across asset classes and implements options-based strategies directly and through pooled vehicles.

Jordan Friedman is a financial advisor with NewEdge Advisors who holds Series 66 and Series 63 licenses and has 24 years of industry experience. Prior to joining NewEdge Advisors in 2023, he worked for Raymond James & Associates from 2015 to 2023. He also serves as Managing Director for Fixed Insurance / Fixed Annuity products and as trustee of the Friedman Family Trust. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management, planning, and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Ziyu Espinoza Wan is a financial advisor at Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Wealth Enhancement Advisory Services in 2026, Ziyu worked at Wealth Enhancement Group and held various roles in escrow services. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process that combines passive and active management with quantitative, momentum, and fundamental analysis.

Sebastian Kim is a financial advisor at Eagle Strategies (NY Life) in Los Angeles, CA, with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been affiliated with Eagle Strategies since 2019. In addition to his advisory role, he operates an insurance brokerage licensed with outside carriers and owns the Sebastian Kim Agency Inc., which is used for corporate tax purposes. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

William Davis is a financial advisor at TIAA-CREF with 32 years of industry experience. He has been with TIAA-CREF since 2014 and holds the Series 63 and Series 65 designations. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm acts as adviser to a donor-advised fund and operates within a vertically integrated group using affiliated funds.

Dallin Garner is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Kayne Anderson Rudnick Investment Management, LLC since 2024. His prior experience includes roles at Fisher Investments and Fidelity Brokerage Services. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, insurers, banks, family offices, and high-net-worth individuals. The firm emphasizes fundamental research to identify high-quality businesses and incorporates governance and sustainability assessments into its investment approach, managing a range of active equity and fixed-income strategies across market capitalizations.

Virginia Aaron is a financial advisor at Lido with 20 years of industry experience. She holds Series 66 and Series 65 licenses and has worked at Lido Advisors, Claybrook Capital, and Robertson Stephens Advisors and Securities. Lido provides wealth management services to high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities, offering diversified investment management, financial planning, and access to third-party managers. The firm employs an integrated investment approach including options-based strategies and typically manages assets on a discretionary basis.

Jonathan Padrnos is a CFP® with three years of industry experience, currently advising at Lido. He previously worked at Northwestern Mutual Wealth Management Company and its affiliated entities. Outside of finance, he operated a landscaping and gardening business for eight years. 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, including diversification across multiple asset classes and options-based strategies, typically managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Franklin Starz is a financial advisor at Cresset Asset Management, LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Financial LLC, California Bank & Trust, Boot Barn, Big Sky Resort, Chapman University, and MountainScapes. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes.

Kenneth Waltzer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding CFP® and CFA® designations along with Series 65 and Series 63 licenses. He has 22 years of industry experience, including prior roles at Mutual Securities, Inc. and KCS Wealth Advisory. Waltzer is also president of Kenfield Capital Strategies, a pass-through holding company unrelated to investment activities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis, supported by an internal Investment Committee.

Landon Thompson is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. He is currently with Lido Advisors, LLC and previously worked at Olympus Wealth Management, LLC. 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 integrated wealth management with diversification across multiple asset classes and implements options-based strategies, managing assets primarily on a discretionary basis and incorporating third-party managers as appropriate.

Dimitri Tsioutsiopoulos is a financial advisor with Schwab Wealth Advisory in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, including positions at Morgan Stanley and Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm conducts annual account reviews and supports client-directed investment decisions without discretionary trading authority.

Cenovio Melendez is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2021. Prior to that, he held various roles at Wells Fargo entities from 2008 to 2021. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including in-house research, derivatives services, and bespoke discretionary solutions.

David Grande is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has been with HSBC Securities and HSBC Bank USA since 2015. Outside of his advisory role, David owns and manages Grande Vault LLC, a business specializing in sourcing and reselling limited-release sneakers. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various discretionary and non-discretionary strategies. The firm uses a five-profile risk model and combines strategic asset allocation with due diligence from affiliated global asset managers, serving clients through personalized Investment Adviser Representatives.

Amy Foo is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 66 credential and 17 years of industry experience. She has previously worked at MUFG - UnionBanc and U.S. Bank. Capital Group Private Client Services primarily serves high-net-worth individuals and charitable organizations, employing a multi-manager investment approach based on fundamental research and long-term portfolio segmentation. The firm utilizes separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategies.

Robert Rosenstock is a financial advisor at Oppenheimer with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. since 2003. He is based in Los Angeles, CA. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs diverse investment approaches tailored to specific programs and advisors and manages approximately $36.7 billion in assets as of December 31, 2025.

Mosi Li is a CFA® charterholder with series 66 and 63 licenses, currently serving as a financial advisor at Citigroup Global Markets in Los Angeles. He has five years of industry experience, including prior roles at Bank of America and Merrill. Outside of his advisory work, he owns and operates Alle James LLC, a retail business selling personal clothing items. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and acting as a security-based swap dealer and futures commission merchant.

Priti Mora is a financial advisor with First Citizens Investor Services, Inc. in Pasadena, CA, holding a Series 66 credential and 17 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank. She has a minority interest in a hotel partnership operating a Holiday Inn Express in Monterey, California. First Citizens Investor Services serves a broad client base including individuals, pension plans, and charitable organizations, offering advisory and brokerage services with a focus on portfolio management, financial planning, and tax-aware investing through both discretionary and non-discretionary arrangements.