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 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.

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® 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® 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, 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.

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® 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.

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 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.

Walker Williams is a financial advisor at Lido with 20 years of industry experience and holds Series 63 and Series 65 licenses. Prior to joining Lido in 2022, he worked at AllianceBernstein Investments, Inc. for 11 years. Williams serves as a Junior Board Member (Ambassador) for the U.S. Ski & Snowboard Team, participating in initiatives to support the organization. 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 comprehensive wealth management services with an integrated investment approach that includes diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis.

Joseph Romeo is a Certified Financial Planner® (CFP®) with 12 years of industry experience. He has worked at Lido Advisors, LLC since 2022 and previously held roles at UBS Financial Services and RNR Securities, LLC. Romeo is based in Los Angeles, CA. Lido advises 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 focused on diversification and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

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.

Beck Johnson is a financial advisor at Lido with 13 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at UBS Financial Services for 11 years before joining Lido in 2024. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, and various institutional clients, providing investment management, financial planning, and family office services. The firm employs a diversified, integrated wealth management approach that includes options-based strategies and routinely serves registered investment companies in addition to private clients.

Juan Jimenez Hernandez is a Series 66-licensed advisor with Citigroup Global Markets, where he has worked since 2015. He is based in Beverly Hills, CA, and has multiple years of experience within the firm’s enterprise platform. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary programs, supported by internal oversight and a broad range of investment options.

Lissette Dametta is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2023, following seven years at U.S. Bancorp Investments, Inc. in Los Angeles, CA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies and maintains a combination of large institutional scale and specialized market roles, including derivatives and futures services.

Il Shin Lee is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. He has worked at Duffy Kruspodin LLP since 2019 and previously spent ten years with Landsman Frank and Bloch. Lee is also the owner of Duffy Kruspodin & Co LLP, a tax preparation and accounting firm. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a combination of internally managed strategies and third-party asset managers.