Jason Perez is a financial advisor with Lincoln Investment, holding a Series 66 designation and over 21 years of industry experience. He has worked at Lincoln Investment since 2012 and previously held roles at Capital Analysts Incorporated and Morgan Stanley. Outside of his advisory work, Perez is involved in several ventures, including ownership of an insurance business, a non-medical care service for individuals with disabilities, a co-ownership in a photography and film production company, and managing local pickleball leagues and events. Lincoln Investment serves individuals—including high-net-worth clients—charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a variety of advisory programs that blend in-house and third-party strategies, overseen by an Investment Management & Research team employing both strategic and dynamic approaches.

Stephanie Arkof is a financial advisor at Mercer Global Advisors with 19 years of industry experience and a Series 65 designation. She was previously with SB Capital Management, Inc. for 22 years. SB Capital Management, Inc. provides investment advisory and financial planning services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation oriented approach that emphasizes portfolio structure and tax-aware implementation, managing discretionary accounts and multiple private equity and hedge fund vehicles.

Lawrence Abrahams is a financial advisor at MAI Capital Management, LLC with 28 years of industry experience. He holds a Series 63 designation and previously worked at Crescent Bay Advisors, Inc. and Evoke Advisors. 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-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages over $72 billion in assets and offers a range of customized portfolio strategies supported by in-house managers and third-party sub-advisers.

Luke Bender is a Series 65–licensed financial advisor at Lido with one year of industry experience. Prior to joining Lido Advisors, LLC, he was employed at the Post Investment Group and has worked at Calabasas Country Club. He graduated from the University of Wisconsin, Madison. Lido serves high-net-worth and ultra-high-net-worth clients including individuals, family offices, and charitable organizations. The firm provides investment management, financial planning, and family office services, employing a diversified and options-based investment approach implemented both directly and through pooled vehicles.

Steven Mulligan is a financial advisor with D.A. Davidson & Co., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with D.A. Davidson & Co. since 2013. 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 operates under fiduciary standards, offering services such as ERISA retirement plan advisory, comprehensive financial planning, and private wealth management for high-net-worth clients.

Ian Ruebel is a financial advisor at Hightower Advisors in Los Angeles, CA, holding a Series 65 designation with four years of industry experience. He has been with Hightower since 2019 and previously worked at LourdMurray from 2017 to 2019. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with capabilities spanning mutual funds, ETFs, alternative investments, and custom indexing.

Hyun Shin is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has worked at several firms including WFG Direct and Keller Williams Encino-Sherman Oaks Realty, and he owns AZ 1 Enterprizes, Inc., a pass-through entity for accounting purposes related to his WFG/TFA business. Shin also engages in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach implemented through third-party managers and digital platforms, supported by a large advisor network.

Jotham Monsma is a financial advisor at Lido with Series 63 and Series 65 credentials and two years of industry experience. He previously worked at Exchange Capital Management Inc and spent ten years at New Street Research. 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 employs a diversified, integrated wealth management approach and manages assets both directly and through third-party managers and sub-advisers.

Yeugenia Napoli is a financial advisor at Lido with 19 years of industry experience. She holds a Series 66 designation and has worked previously at Chelsea Financial Services, Fountainhead Capital Management, and HSBC Bank USA. Napoli has minor involvement in credit card processing through Priority Payments Local LLC. Lido advises high-net-worth and ultra-high-net-worth clients, including family offices, trusts, estates, and charitable organizations. The firm provides investment management, financial planning, family office services, and access to third-party managers, focusing on a diversified investment approach that includes options-based strategies implemented directly and through pooled vehicles.

Michael Muchnikoff is a CFP® certificant with six years of industry experience. He currently works at Lido Advisors, LLC and has previously been employed by Mariner, Mutual of America Securities LLC, Edward Jones, State Farm, and BlastOne International. His background includes periods of full-time education and extended travel. 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 diversification across multiple asset classes and options-based strategies, managing assets on a discretionary basis and facilitating access to third-party managers and sub-advisers.

Mark Sear is a financial advisor at MAI Capital Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Evoke Advisors and First Republic Investment Management. MAI Capital Management provides discretionary and non-discretionary investment management along with integrated wealth management, retirement plan consulting, and family-office services to high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory roles, managing over $72 billion in assets.

Rachel Vivian is a CFP® professional with 20 years of experience in the financial services industry. She currently works at Mariner Wealth Advisors and has prior experience at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Vivian is also a licensed insurance agent in California. Mariner Wealth Advisors serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, Core Family Office services, and employer financial-wellness tools, implementing customized portfolios supported by in-house research and third-party managers.

Ajeya Kukreja is a CFP® with five years of industry experience, currently affiliated with MAI Capital Management, LLC in Los Angeles, CA. Prior to joining MAI, Ajeya held roles at Evoke Advisors, Audent Global Asset Management, and several other financial services firms. 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 offers customized portfolio management strategies across multiple asset classes and integrates financial planning and tax services for many client relationships.

Antonette Hayakawa is a financial advisor at Mercer Global Advisors with a Series 65 credential and two years of industry experience. She previously worked at SB Capital Management, Inc. and has diverse experience including roles outside finance such as at Toni's Garage Doors. SB Capital Management, Inc. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation oriented approach with a focus on portfolio structure and tax-aware implementation, and acts as a general manager and investment adviser for multiple private equity and hedge funds.

Nathan Feld is a Series 65-licensed financial advisor with experience at firms including Argos Capital Partners, LPL Financial, and Paradigm. He is currently with Lido Advisors, where he has worked since 2026. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities by providing investment management, financial planning, and family office services. The firm employs an integrated wealth management approach that emphasizes diversification and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers when appropriate.

David Wilson is a financial advisor at RBC Rochdale, LLC with Series 65 and Series 63 credentials and three years of industry experience. His prior roles include positions at CNR Securities, LLC, Wells Fargo Securities, LLC, and Cappello Global. He also worked in educational settings at the University of California Los Angeles and Olympian High School. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm uses an active, multi-strategy investment process that combines quantitative and fundamental analysis and offers discretionary and non-discretionary portfolio management, often working with third-party sub-advisors to create tailored portfolios.

Trent Jordan is a financial advisor at Lido with a Series 65 designation and one year of industry experience. Prior to joining Lido, he held positions including roles at CountryPlace Mortgage and the Poarch Creek Indian Gaming Commission. 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 investment management, financial planning, family office services, and retirement and estate planning, employing a diversified, options-based approach and routinely serving registered investment companies.

Alyssa Weinberger is a CFP® with 11 years of experience, currently serving as an advisor at Lido. She has been associated with various Lido entities since 2004, including Lido Consulting Group, where she provides advice to family offices and organizes industry events. Weinberger also holds managing member roles in several investment-related and holding companies. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, 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 both directly and through third-party managers.

Matthew Harris is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Hightower Advisors since 2008, including in roles at Hightower Securities, and currently also operates a consulting business, Aperture Partners Inc., providing research and analysis on asset allocation, investment managers, and client content. Hightower Advisors serves a broad range of individual and institutional clients, offering investment advisory and planning services with an emphasis on manager selection and multi-manager solutions. The firm combines proprietary research and diverse portfolio construction strategies, supporting both discretionary and non-discretionary management approaches.

Eduardo Provincia is a financial advisor at NewEdge Advisors with 14 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates, Inc. from 2016 to 2023. Provincia is also involved in fixed insurance and annuity sales through related business activities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.