Maxwell Luck is a financial advisor at Oppenheimer with four years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Bank and Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory accounts managed on both discretionary and non-discretionary bases.

Erick Newton is a CFP® with 33 years of industry experience. He currently works at Lido Advisors, LLC and previously held positions at Purshe Kaplan Sterling Investments and Copperwynd Financial. 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 employs an integrated wealth-management approach with a focus on tactical and defined-risk option strategies and maintains an active role in sub-advisory and investment company management.

Candice Richardson is a CFA® charterholder with six years at Lido Advisors, LLC and two years of industry experience overall. Her prior roles include positions at Witt O'Brien's, UCLA Luskin Center for Innovation, Milken Institute, University of California, Los Angeles, and Alliance Bernstein. Outside of her advisory work, she is a dog sitter for Rover in Redondo Beach, CA. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutions, offering integrated wealth management that balances asset allocation across a wide range of investment types. The firm is also notable for its active sub-advisory role in investment funds and a comprehensive affiliated services network spanning trust, tax, insurance, and brokerage.

Jason Perez is a financial advisor with Lincoln Investment in Woodland Hills, CA, holding a Series 66 credential 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, he owns Cal Pacific Wealth Management, which focuses on fixed insurance products, and is involved in several other ventures including a non-medical care service for individuals with disabilities, co-ownership of a photography and film production business, and ownership of a regional pickleball league. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive strategies.

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 Series 63–licensed financial advisor with 28 years of industry experience. He is currently with MAI Capital Management, LLC and has previously worked at Evoke Advisors, Crescent Bay Advisors, Inc., and Goldman Sachs Wealth Services. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and integrates financial planning and tax services, serving both advisory and product-sponsor roles with over $72 billion in assets under management.

Luke Bender is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior roles include positions at Post Investment Group and Calabasas Country Club, as well as studies at the University of Wisconsin, Madison. Lido serves a diverse client base, including high-net-worth and ultra-high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach with active sub-advisory roles and a broad range of affiliated services, overseeing approximately $42.5 billion in regulatory assets.

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. Monsma is based in Los Angeles, CA. Lido advises a diverse client base including high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and institutional clients. The firm employs an integrated wealth-management approach, utilizing asset allocation across various asset classes and tactical option strategies, while providing a broad range of services such as investment management, financial planning, and affiliated trust, tax, insurance, and brokerage services.

Yeugenia Napoli is a financial advisor at Lido with 19 years of industry experience and holds a Series 66 designation. Her prior roles include positions at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., Fountainhead Capital Management, and Chelsea Financial Services. Outside of her advisory work, she has limited involvement as an independent agent in credit card processing. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, estates, 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 and is notable for its active sub-advisory roles and affiliated entities that provide comprehensive financial services.

Michael Muchnikoff is a CFP® professional with six years of industry experience, currently affiliated with Lido. His prior roles include positions at Mariner, Mutual of America Securities LLC, and Edward Jones, along with periods dedicated to full-time education and extended travel. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and pension plans. The firm employs an integrated wealth-management approach balancing various asset classes and active strategies, and is notable for its role as a sub-adviser to investment funds and its extensive affiliated service offerings.

Mark Sear is a financial advisor with MAI Capital Management, LLC in Los Angeles, CA, holding Series 63 and Series 65 registrations and 33 years of industry experience. His prior roles include positions at Evoke Advisors, First Republic Investment Management, Luminous Capital, and Merrill. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages multiple investment strategies, integrates financial planning and tax services, and serves as an investment adviser to a mutual fund and various private funds.

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® and holds a Series 66 license, with five years of industry experience. She is currently with MAI Capital Management, LLC and previously worked at firms including Evoke Advisors and Audent Global Asset Management. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm customizes portfolio management and asset-allocation strategies across a broad range of investment approaches and serves in both product-sponsor and advisory roles, including managing a registered mutual fund and private investment vehicles.

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 financial advisor at Lido with a Series 65 designation and seven years of industry experience. He has worked at several firms, including Argos Capital Partners, LPL Financial, and Paradigm, before joining Lido Advisors, LLC. Lido serves a broad range of clients, including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm uses an integrated wealth-management approach, incorporating diverse asset classes and tactical option strategies, and is notable for its active sub-advisory role and affiliated entities providing trust, tax, insurance, and brokerage services.

David Wilson is a financial advisor at RBC Rochdale, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CNR Securities, LLC, Wells Fargo Securities, LLC, and several other firms. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities, offering discretionary and non-discretionary portfolio management along with sub-advisory and model delivery services. The firm employs an active, multi-strategy investment approach that integrates quantitative screening, fundamental analysis, and proprietary tools to construct tailored portfolios across various asset classes.

Trent Jordan is a financial advisor at Lido with a Series 65 credential and one year of industry experience. His prior roles include positions at CountryPlace Mortgage and the Poarch Creek Indian Gaming Commission. Lido advises a diverse clientele, including high-net-worth individuals, family offices, trusts, and charitable organizations, providing investment management, financial planning, and family office services. The firm manages approximately $42.5 billion in assets and employs an integrated wealth-management approach with active sub-advisory roles and a range of affiliated capabilities.