Elizabeth Miller is a financial advisor at Hightower Advisors with eight years of industry experience. She holds the Series 65 credential and has worked at Hightower since 2021, following five years at Bel Air. Based in Los Angeles, CA, she focuses on providing investment advisory services. Hightower Advisors delivers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a range of investment vehicles.

Michael Brimhall is a Series 65-licensed financial advisor at MAI Capital Management, LLC with five years of industry experience. His prior roles include positions at Evoke Advisors and Bel Air Advisors, as well as four years at Brigham Young University. 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- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets as of May 2026 and offers a range of customized portfolio strategies alongside financial planning, trust administration, and insurance services.

Jennifer Mason is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and three years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Bank, accumulating over a decade of experience in financial services. Outside of her advisory role, Mason is involved as an independent business owner for Amway, focusing on retail sales of health, home, and beauty products. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, consulting, and operates as a registered broker-dealer, providing a range of investment and banking services through a Private Advisor model and consolidated investment platform.

Mitchell Fedders is a financial advisor at Lido with a Series 65 credential and one year of industry experience. His prior roles include positions at Strategic Group, Elizabeth Park Capital Management, and The Ohio State University Shoemaker Center. Lido serves high-net-worth and ultra-high-net-worth clients including individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach with a focus on diversification across multiple asset classes and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Bennett Gross is a CFA® charterholder with 35 years of experience in the financial industry. He is currently with Mariner and has previously worked at firms including NewEdge Advisors, Jefferies LLC, and Sanctuary Wealth. Outside of his advisory role, Gross serves as trustee for the Friedmann Testamentary Trust, overseeing the distribution of assets to beneficiaries without compensation. Mariner provides investment management, financial planning, and retirement plan consulting to a diverse client base that includes high-net-worth individuals, institutions, and charitable organizations. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Steven Simon is a financial advisor with Equity Services, Inc. in Beverly Hills, CA, holding the ChFC® and Series 63 designations and bringing 44 years of industry experience. He has been associated with Equity Services, Inc. since 1995 and with National Life Group since 1997. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and utilizes third-party asset managers and model portfolios.

Shawn Moran is a financial advisor at Lido with 11 years of industry experience. He holds a Series 65 designation and previously worked at Crawford Investment Counsel for seven years before joining Lido in 2020. Based in Los Angeles, CA, Moran has worked at firms focused on investment management and advisory services throughout his career. 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 diversified investments across multiple asset classes and options-based strategies, managing assets typically on a discretionary basis while utilizing third-party managers and sub-advisers.

Michael Davis is a CFP® professional currently with Lido, based in Los Angeles, CA, and has two years of industry experience. He previously worked at Pure Financial Advisors and GoSite. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices and charitable organizations, offering investment management, financial planning, and estate services. The firm uses an integrated wealth management approach with diversified asset strategies and options-based implementations, often managing assets on a discretionary basis and collaborating with third-party managers.

Kittiwat Sripom is a CFP® professional at Focus Partners Wealth, LLC with two years of industry experience. He has previously worked at The Colony Group, LLC, HoyleCohen, LLC, and Libbie Agran Financial Services. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm utilizes a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Michael Karsa is a financial advisor at Lido with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Lido Advisors, LLC since 2015. Outside of his advisory role, he owns several holding companies related to private investments in sectors including online retail, restaurants, and cryptocurrency. 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 range of services including investment management, financial planning, family office services, and estate planning, employing an integrated wealth management approach that emphasizes diversification and options-based strategies.

Nils Dillon is a financial advisor at Lido with 14 years of industry experience. He holds a Series 65 designation and has worked previously at Pegasus Partners and Heck Capital Advisors. 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 services including investment management, financial planning, family office services, and retirement and estate planning, using a diversified approach across multiple asset classes and options-based strategies.

Jessica Vongsaphay is a financial advisor at Lido with a Series 65 credential and two years of industry experience. She previously worked at Sequoia Financial Group, LLC for seven years and has an academic background from the University of Akron. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles, offering services including investment management, financial planning, and estate planning. The firm employs an integrated wealth management approach with diversified strategies across various asset classes and manages assets on a discretionary basis using both internal and third-party managers.

Pamela Philbrook is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at Commonwealth since 2009 and concurrently at WM. Al Muskat CFP, Inc. since 1998. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while supporting affiliated advisors with operations, technology, and compliance.

Samuel Waltman is a CFA® charterholder with 20 years of industry experience. He has been with Kayne Anderson Rudnick Investment Management, LLC since 2016. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, insurers, banks, family offices, endowments, registered investment advisers, and high-net-worth individuals. The firm emphasizes fundamental company-level research and incorporates proprietary governance and sustainability assessments into its investment process.

Ashley Calderon is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Merrill for seven years before joining Rockefeller Financial in 2019. Since 2024, she has also been affiliated with ROCKEFELLER Capital Management. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer providing securities transactions, insurance products, and investment banking services.

Carina Berlin is a CFP® and holds a Series 65 license, with 10 years of industry experience. She currently works at Kayne Anderson Rudnick Investment Management, LLC, where she has been since 2022. Prior to that, she was employed at Capital Group Private Client Services, Inc. and Capital Bank and Trust Company. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, registered investment advisers, pension plans, and individuals. The firm emphasizes fundamental, quality-oriented equity research and offers a range of strategies across market capitalizations and sectors, combining institutional-scale sub-advisory capabilities with a Wealth Advisory division.

Aplavya Gupta is a financial advisor at Mercer Global Advisors Inc. with seven years of industry experience. She holds a Series 65 designation and previously worked at SB Capital Management, Inc. for six years. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm applies a Modern Portfolio Theory-based approach with diversified, risk-appropriate portfolios implemented through a variety of investment vehicles and also offers educational content, specialized programs, and integrated affiliated services.

Timothy Briody is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, Merrill, New York Life, Edward Jones, Northwestern Mutual, and Quicken Loans, where he was employed for 14 years. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various advice programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm’s investment approach incorporates proprietary software and model portfolios developed by Morningstar Investment Management and serves a large client base with a focus on non-discretionary assets.

Tariq Maiden is a financial advisor at Lido with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at firms including Ameriprise Financial Services and Northwestern Mutual. Outside of his advisory role, he owns Riverside Pickling, a retail business. Lido serves 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 an integrated wealth management approach with diversified strategies across multiple asset classes and operates options-focused pooled strategies through affiliated entities.

Elarsen Flores is a financial advisor at Citigroup Global Markets with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citibank N.A. since 2008. Citigroup Global Markets serves individual and institutional clients across various segments, including workplace, high-net-worth, and ultra-high-net-worth. The firm offers a broad range of investment advisory programs and execution services, implementing multi-asset, multi-manager strategies with both discretionary and non-discretionary options.