Edward Rusowicz is a CFP® certificant with 27 years of industry experience. He has worked at Kestra Advisory since 2016 and has been with Kestra Investment Services, LLC since 2005. Outside of his advisory role, he is a recording artist who owns master recordings and publishing rights for his music compositions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm supports ERISA fiduciary services, offers multiple management platforms and third-party solutions, and serves large institutional investors including sovereign wealth funds.

William Nail is a Series 65-licensed advisor at Lido with two years of industry experience. Prior to joining Lido Advisors, LLC, he worked at First Republic Bank and was involved with The Finnish Long Drink for two years. He also spent time in educational roles at Santa Clara University and Greenwich High School. Lido advises a diverse range of clients, including high-net-worth individuals, family offices, and institutional investors, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management model with tactical and defined-risk option strategies, and maintains active roles in sub-advisory and investment-company activities.

Steven Ralff is a CFA® charterholder with 22 years of industry experience. He is currently with Lido Advisors, LLC and has previously worked at Fountainhead Advisors, LaSalle Securities, and BlackRock Investments. Outside of finance, he is a named partner in an interior design firm, AHR Design, LLC, based in Maplewood, New Jersey, alongside his spouse. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and institutional entities. The firm offers integrated wealth-management services and employs a comprehensive investment approach incorporating equities, fixed income, alternatives, and options strategies, while also serving as sub-adviser to exchange-traded funds and managing affiliated financial service entities.

Stewart Schrader is a CFP® professional with 24 years of experience in financial advising. He is currently with Mercer Global Advisors Inc. and has previously worked with firms including SAGE Private Wealth Group, Raymond James Financial Services, Fifth Third Securities, and BMO Harris Financial Advisors. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with strategic use of low-cost index vehicles and tax management.

Jacqueline Riggs is a CFP® with nine years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. She previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. for eight and seven years respectively. Outside of her advisory role, she operates an online retail business on Etsy and serves on the advisory board for the Pi Beta Phi Fraternity. 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 combines portfolio management, financial planning, and consulting with broker-dealer services, offering clients a Private Advisor model supported by a consolidated investment platform across multiple asset classes.

Robert Bodner is a financial advisor at Corient with four years of industry experience. He holds a Series 65 designation and has previously worked at Checchi Capital Advisers and Green Harvest Asset Management. Bodner also contributed to the University of Southern California's MBA program. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investment options as appropriate.

Stephanie Luh is a CFA® charterholder with one year of experience at Kayne Anderson Rudnick Investment Management, LLC. She previously worked at DoubleLine Capital for eight years and spent one year at Levine Leichtman. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a diverse client base, including institutional investors and high-net-worth individuals, utilizing a fundamental research-driven approach that integrates governance and sustainability assessments.

Chad Anderson is a financial advisor at Centaurus Financial, Inc. with seven years of industry experience. He holds the Series 66 designation and has been with Centaurus Financial and Coles Capital Management since 2018. Prior to his advisory roles, he worked outside the financial sector at Corky's Kitchen & Bakery and served at California Polytechnic State University, San Luis Obispo. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and institutions, providing financial planning, portfolio management, retirement-plan consulting, and advisory management of annuity and variable life sub-accounts. The firm employs a combination of fundamental, technical, and top-down analysis across both discretionary and non-discretionary arrangements.

Reiji Kodama is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he held positions at HV Global Group, Inc., Irvine Management Company, and Vistana Vacation Ownership, Inc. His work history also includes six years at Marriott International. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a broad range of investment and consulting services across discretionary and non-discretionary accounts. The firm manages equity, balanced, and fixed-income portfolios with a focus on strategic and tactical asset allocation, while also maintaining custody of client assets as a qualified custodian.

Amir Baker is a financial advisor at Hightower Advisors with a Series 65 credential and one year of industry experience. He previously worked at Tran Capital Management for nine years prior to joining Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager investment approach that includes affiliated and third-party managers, proprietary research, and a variety of portfolio construction options.

David Daughtrey is a CFP® and CFA® with 32 years of industry experience. He is currently with Lido Advisors, LLC and has held prior roles at Purshe Kaplan Sterling Investments, Copperwynd Financial LLC, Commonwealth Financial Network, and Walnut Street Securities, Inc. Daughtrey is also licensed as an independent insurance agent for various insurance companies. Lido serves a diverse client base, including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach incorporating equities, fixed income, alternatives, and tactical option strategies, and it maintains an active role as a sub-adviser and investment company in addition to its range of affiliated financial services.

Andrea Shieh is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She has prior experience with firms including Boulevard Family Wealth Services, The Leaders Group, Bank of America, and Merrill Lynch. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified portfolios using low-cost ETFs, index funds, and other strategies, alongside educational programming and integrated service platforms.

Zara Guivi is a financial advisor at D.A. Davidson & Co. with 16 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at City National Securities, Unionbanc Investment Services, Perennial Investment Advisors, Perennial Financial & Insurance Services, LLC, and LPL Financial LC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth 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 clients with more than $20 million in net worth.

Kevin Monaco is a financial advisor at William Blair with 32 years of industry experience and holds Series 63 and Series 65 licenses. He previously worked at Dynasty Financial Partners, Oppenheimer, D.A. Davidson & Co., and Wells Fargo Clearing. Based in Los Angeles, CA, he joined William Blair in 2026. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and offers proprietary models and access to private funds through its MB Investments Program.

William Lynch is a financial advisor at IEQ Capital, LLC in Los Angeles, CA, holding a Series 65 license with two years of industry experience. His prior roles include positions at Spectrum and Carmel Realty Company, as well as academic experience at the University of Texas and Stevenson School. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations, focusing on separately managed accounts and family-office services. The firm integrates macro and manager research with access to alternative investments and digital asset exposure, managing approximately $35.4 billion in client assets.

Heather Wald is a financial advisor at Hightower Advisors with nine years of industry experience. She holds a Series 66 designation and previously worked at Bel Air Securities LLC, Bel Air Investment Advisors LLC, and Bel Air Management Company LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing an advisory model that emphasizes manager selection and multi-manager solutions with access to affiliated and third-party managers.

Tyler Tevich is a financial advisor at Lido with seven years of industry experience. He holds a Series 66 designation and has worked at Lido Advisors, Northern Trust Bank, Northern Trust Securities, and The Ayco Company. Prior to his advisory career, he was involved in professional development at the University of Wisconsin-Madison and briefly worked at Whiskey Jacks Saloon. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and pension plans, offering investment management, financial planning, and family office services. The firm uses an integrated wealth-management approach with a focus on tactical and defined-risk option strategies and maintains an active role as a sub-adviser to various funds.

Ana Viramontes is a financial advisor at Citigroup Global Markets with two years of industry experience. She has been with Citibank since 2014. Ana holds a Series 66 designation and is based in Simi Valley, California. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies and maintains in-house research and security-pricing functions, supporting customized solutions for high-net-worth and institutional clients.

Duy Le is a financial advisor at Lido with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Morgan Stanley, and Fountainhead Advisors. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies while maintaining a significant sub-advisory and investment-company role.

Stuart Chaussee is a Series 65-licensed financial advisor with 26 years of industry experience, currently serving at Lido Advisors, LLC since 2025. He was previously with Stuart Chaussée & Associates, Inc. for over two decades and continues as its president while providing subadvisory asset management services to Lido. Additionally, he is an author of personal finance and investment books since 2002. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional entities, offering integrated wealth management through a comprehensive approach that combines asset allocation with tactical and defined-risk option strategies. The firm is notable for its active sub-advisory roles and its blend of traditional advisory services with affiliated trust, tax, insurance, and brokerage capabilities.