Jeffrey Garden is a CFA® charterholder with 10 years of industry experience. He has been with Lido Advisors, LLC since 2015 and is also associated with Oakhurst Advisors LLC. Based in Los Angeles, CA, he currently works at Lido. Lido serves a diverse client base, including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. 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 services such as trust, tax, and insurance.

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 with 13 years of industry experience. He has worked at Cerity Partners LLC since 2025 and previously held roles at BlackRock, State Street Global Advisors, and Nuveen Investments. He serves as the Southwest Chapter Co-Head for the CAIA Association, organizing events related to alternative investments. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, institutions, and pooled investment vehicles, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services and incorporates proprietary quantitative screening and direct security selection, along with access to alternative and private market solutions for qualified clients.

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 at Lido with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at NEPC, NYLIFE Securities LLC, and New York Life Insurance Company. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach, utilizing a range of asset classes and strategies such as tactical option strategies, and provides services through affiliated entities that cover trust, tax, insurance, and brokerage functions.

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® professional with 11 years of industry experience, currently serving at Lido Advisors, LLC. His prior roles include positions at Edward Jones, Morgan Stanley, Bank of America, and Merrill Lynch. Outside of his advisory work, he owns and manages a single-family rental property. Lido advises a broad range of clients, including high-net-worth individuals, family offices, trusts, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach featuring tactical option strategies and serves as sub-adviser to several investment funds while providing in-house trust, tax, insurance, and brokerage services.

Richard Cordell is a CFP® and Series 66 credentialed advisor with 47 years of industry experience. He has worked at HSBC Securities (USA) Inc. since 2009 and at HSBC Bank USA, N.A. since 2016, and previously spent 12 years at Merrill. He serves dual roles as a registered representative and a bank officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products and services. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary models. The firm uses a structured investment process with multiple risk profiles and combines asset allocation advice with ongoing fund due diligence and monitoring.

Gary Runnells Jr. is a financial advisor with MAI Capital Management, LLC in Los Angeles, CA. He holds a Series 65 designation and has one year of industry experience. Prior to joining MAI Capital Management, he worked at Evoke Advisors. MAI Capital Management provides investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse clientele, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning and related services for many clients.

John Carlson is a financial advisor with Independent Financial Group, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has worked at JLB Partners and Wells Fargo Investments, LLC, and operates Carlson Wealth Management as a DBA, providing investment and brokerage services. Independent Financial Group, LLC offers advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investments to construct client portfolios aligned with their risk profiles.

Robert Nagy is a financial advisor with Fifth Third Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Ameriprise and Comerica Securities, Inc. He is also involved in independent insurance brokering, specializing in whole and universal life insurance products. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Program, utilizing third-party portfolio managers and providing a range of investment strategies tailored to client risk profiles.

Jeffrey Bjornson is a CFP® professional with 26 years of industry experience. He is currently with Lido Advisors, LLC and has previously worked with firms including Cetera and HD Vest. Lido advises a diverse range of clients including high-net-worth individuals, family offices, and charitable organizations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with a focus on tactical and defined-risk option strategies and manages approximately $42.5 billion in regulatory assets.

John Derry is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Lido. He previously worked for Edelman Financial Engines and its predecessor entities for a combined six years. Outside of his financial advisory roles, he spent four years affiliated with Indiana University’s School of Public Health and Arts. Lido serves a diverse client base, including high-net-worth individuals, family offices, trusts, charitable organizations, and pension plans, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that includes tactical and defined-risk option strategies and operates through a network of affiliated entities offering trust, tax, insurance, and brokerage services.

Nova Lu is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA, holding a Series 66 credential and nine years of industry experience. Her prior roles include positions at Goldman, Sachs & Co., BroadPeak Capital, and Rockefeller Financial. Outside of her advisory work, she creates and sells handmade clothing through a small personal business. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager investment approach through separately managed accounts, mutual funds, ETFs, and access to private equity and alternative strategies.

Alexander Mathews is a CFP® and holds a Series 65 license, with six years of industry experience. He is currently with Lido Advisors, LLC and previously worked at Pegasus Partners, Trail Creek Capital Partners, and Impala Asset Management. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and pension plans, offering investment management, financial planning, family office services, and affiliated trust, tax, insurance, and brokerage referrals. The firm manages approximately $42.5 billion in assets and employs an integrated wealth-management approach that includes tactical option strategies and a range of asset classes, supported by multiple affiliated entities.

Walker Williams is a financial advisor at Lido with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for AllianceBernstein Investments, Inc. for 11 years before joining Lido in 2022. Williams serves as a Junior Board Member and ambassador for the U.S. Ski & Snowboard Team, supporting initiatives to benefit the team. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm employs an integrated wealth-management approach with a focus on tactical and defined-risk option strategies and offers a range of affiliated services such as trust, tax, insurance, and brokerage through its network.

Joseph Romeo is a CFP® with 12 years of industry experience currently serving at Lido Advisors, LLC. His prior roles include positions at UBS Financial Services, RNR Securities, LLC, and J.P. Morgan Securities. He is based in Los Angeles, CA. Lido advises a diverse client base, including high-net-worth individuals, family offices, trusts, and institutional clients, offering investment management, financial planning, and family office services. The firm uses an integrated wealth-management approach with a range of investment strategies and is notable for its active sub-advisory role and extensive affiliated capabilities.

Kyle Jahng is a financial advisor with Eagle Strategies (New York Life) in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Eagle Strategies since 2011 and affiliated with New York Life Insurance Company since 2002. Outside of his advisory work, he is the owner of Live Together, Grow Together, a nonprofit leadership coaching initiative delivered via Zoom on weekends. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers, emphasizing tailored advice and predominantly managing assets on a non-discretionary basis.