James Fetters is a CFP® with 17 years of industry experience, currently serving at CWM, LLC and Blueprint Wealth Management since 2025. Prior to these roles, he spent nine years with Northwestern Mutual Wealth Management Company and affiliated entities. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, utilizing model portfolios managed by an in-house Investment Committee and a combination of fundamental and technical analysis.

Joel Callagan is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior work includes roles at PineCone Research, The Vanguard Group, Inc., and Oakwood Capital Management. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and a range of specialized program offerings.

Shane Sawyer Jones is a financial advisor with Lido in Los Angeles, holding a Series 65 designation and three years of industry experience. Prior to joining Lido Advisors, LLC, he worked in educational institutions including Mounds Public Schools, Union Public Schools, and the University of Tulsa. Lido serves high-net-worth and ultra-high-net-worth clients, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach that incorporates diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers when appropriate.

Helen Chu Suwarnasarn is a financial advisor at Hightower Advisors with 16 years of industry experience. She holds a Series 66 designation and has worked at Hightower Advisors since 2019 and at LourdMurray since 2015. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of investment options such as mutual funds, ETFs, alternative investments, and custom indexing.

Neelika Batta is a financial advisor with Citigroup Global Markets in Los Angeles, CA, holding Series 65 and Series 63 licenses and seven years of industry experience. She has worked at several notable firms, including JP Morgan Chase and Wells Fargo. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a diverse range of investment advisory programs and execution services, with a focus on multi-asset, multi-manager strategies implemented through both discretionary and non-discretionary approaches.

Jonathan Jewitt is a CFA® charterholder with 12 years of experience in the financial services industry. He is currently with Lido Advisors, LLC and has prior experience at First Republic Securities Company and Wells Fargo Bank. Outside of his advisory work, he is involved as a member and owner of KJ5 Legacy LLC, a real estate investment business. 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 focusing on diversification and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers when appropriate.

Jeffrey Garden is a CFA® charterholder with 10 years of industry experience. He has worked at Lido Advisors, LLC since 2015 and is also affiliated with Oakhurst Advisors LLC. Lido serves high-net-worth and ultra-high-net-worth clients including individuals, family offices, trusts, and charitable organizations. The firm provides investment management, financial planning, family office services, and access to third-party managers, employing a diversified, options-based investment approach implemented both directly and through pooled vehicles.

Mario Valverde Rojo is a CFA® charterholder and holds a Series 63 license with 13 years of industry experience. He is currently with Cerity Partners LLC and previously worked at BlackRock, State Street Global Advisors, and Nuveen Investments. Outside of his advisory role, he serves as Southwest Chapter Co-Head for the CAIA Association, an alternative investments nonprofit. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

John Jalil is a financial advisor with Transamerica Financial Advisors in Woodland Hills, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and also serves as president of Woodland Hills Financial Center, LLC and Medi Claim Inc, which are involved in non-investment businesses including insurance and claims services. Transamerica Financial Advisors serves individual investors, high-net-worth clients, and institutional clients such as pension plans and charitable organizations. The firm offers a combination of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

Frida Valijan is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 63 and Series 65 licenses and bringing six years of industry experience. She operates a bookkeeping and accounting business under Liber T Co. and provides independent bookkeeping services for Aaron Barlev & Co. In addition, she works part-time in in-home supportive services for disabled individuals. PlanMember Securities Corporation offers retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation framework with risk-based mutual fund portfolios and provides a range of education and support services to plan sponsors and participants.

Laura Gilman is a CFP® professional with 24 years of experience in financial advising. She currently works at Wealth Enhancement Advisory Services, LLC and has previously been affiliated with Mutual Securities, Inc. and KCS Wealth Advisory, LLC. Gilman also serves as a board member of the Jewish Free Loan Association. 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 regulatory assets under management and employs a diversified investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Jarett Karp is a financial advisor with Lido and holds Series 63 and Series 65 licenses. He has three years of industry experience, including prior roles at NEPC, LLC and NYLIFE Securities LLC. Karp is based in Los Angeles, CA. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, offering services such as investment management, financial planning, and estate planning. The firm employs a diversified investment approach incorporating equities, fixed income, alternatives, and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Jorge Tirado Arias is a financial advisor at IEQ Capital, LLC, holding a Series 65 designation. He has professional experience at HSBC Private Bank and VectorGlobal WMG, and he completed his education at the University of Southern California. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm focuses on separately managed accounts and family-office services, utilizing a centralized macro and manager research approach combined with access to liquid and private alternative investments.

Dylan Williams is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Lido. His prior experience includes roles at Edward Jones, Morgan Stanley, Bank of America, and Merrill Lynch. Lido advises 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 emphasizing diversification across multiple asset classes and implements options-based strategies both in client accounts and pooled vehicles.

Richard Cordell is a CFP® professional with 46 years of industry experience, currently serving as a registered representative at HSBC Securities (USA) Inc. since 2009 and as a bank officer for HSBC Bank (USA) N.A., an affiliate of the firm. He is based in Beverly Hills, CA. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing a combination of client-directed and discretionary investment strategies across several program types. The firm’s investment approach integrates strategic and tactical asset allocation with global fund due diligence and monitoring, serving a diverse client base through assigned Investment Adviser Representatives.

Gary Runnells Jr. is a financial advisor with MAI Capital Management, LLC, holding a Series 65 credential. He has been in the industry for approximately one year, with prior experience that includes roles at Evoke Advisors and other positions outside financial services. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a range of investment strategies using both in-house and third-party resources, and offers additional services such as trust administration and insurance through affiliated entities.

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® with 26 years of experience in the financial services industry. He is currently with Lido Advisors and has previously worked at Cetera, IMST Distributors, Alpine Private Capital, and HD Vest. Lido advises 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 employs an integrated wealth management approach with diversified strategies across various asset classes and utilizes options-based strategies, managing assets often on a discretionary basis.

John Derry is a CFP® professional with two years of experience currently advising at Lido. He has prior experience at Edelman Financial Engines and Financial Engines Advisors, and served at Indiana University’s School of Public Health and Arts from 2015 to 2019. 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 including investment management, financial planning, family office, retirement and estate planning services, utilizing a diversified approach across various asset classes and options-based strategies.

Alexander Mathews is a CFP® and Series 65-licensed financial advisor at Lido with five years of industry experience. His prior experience includes roles at Pegasus Partners, Trail Creek Capital Partners, and Impala Asset Management. 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 manages assets primarily on a discretionary basis.