Kyle Brockbank is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior work includes roles at Deloitte, Fidelity Investments, Olympus Wealth Management, and Berrett Pest Control. Lido serves a diverse client base that includes high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm offers investment management, financial planning, and family office services with an integrated wealth-management approach that employs tactical and defined-risk option strategies alongside traditional asset allocation.

Kimberly Friedricks is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 22 years of industry experience. She holds a Series 65 designation and has been with Kayne Anderson since 1998. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse range of clients, including institutions, charitable organizations, corporations, family offices, pension plans, and individuals. The firm emphasizes fundamental, quality-oriented equity research and offers a variety of strategies across market capitalizations and sectors, serving both direct clients and other investment advisers.

Erik Clemente is a financial advisor at Lido with Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Goldman Sachs, Morgan Stanley, and Addepar. He is based in Los Angeles, CA. 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 range of asset classes and tactical strategies, and it is notable for its active sub-advisory roles and extensive affiliated capabilities.

Michael Hess is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 21 years of industry experience, including multiple roles at Guardian Life and Park Avenue Securities. Outside of his advisory work, he serves as a consultant for his wife’s entertainment business, King's Daughter Inc., assisting with career decisions and creative development. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and nonprofits. The firm provides tailored financial planning and management solutions using both advisor-led and model-based strategies, with access to proprietary programs and alternative investment platforms.

Michael Anderson is a CFP® with 17 years of experience in financial advising. He is currently with Empower Advisory Group and has prior experience at Advised Assets Groups, GWFS Equities, Bank of America, and Merrill. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm’s integrated approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Regina Monroe is a financial advisor with Rockefeller Financial LLC and holds a Series 66 designation. She has 23 years of industry experience, having previously worked at Merrill, J.P. Morgan Securities, Deutsche Bank Securities Inc., and Citigroup Global Markets. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, alongside broker-dealer services and alternative investment placements.

William Leathers is a financial advisor at Lido with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Lido in 2026, he held positions at Alliance Bernstein, St. Germain Investments, and OneDigital. Lido serves a diverse client base including high-net-worth and ultra-high-net-worth individuals, family offices, trusts, charitable organizations, and pension plans. The firm utilizes an integrated wealth-management approach with a focus on tactical and defined-risk option strategies, and it distinguishes itself with active sub-advisory roles and a broad range of affiliated financial services.

Jamal Thompson is a financial advisor with Kestra Advisory in Burbank, CA, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Kestra Advisory since 2020 and has also worked with Kestra Investment Services, LLC since 2014. He serves as a consultant for Domari Wealth Management, providing investment advice through an independent RIA. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves very large institutional investors and provides access to multiple management platforms and third-party solutions.

Gregory Manukian is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has three years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, Manukian serves on the board of Centse Financial Literacy, providing financial education seminars to schools and organizations, and volunteers with the Employer Fraud Task Force to raise awareness about workers' compensation fraud. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse range of individual and institutional clients. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis through multiple program types.

Vaspour Antanesian is a financial advisor with GWN Securities Inc. in Glendale, CA, holding a Series 66 designation and 10 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors. Outside of his advisory role, he is co-founder and CEO of Elit Productions, a film production and marketing company, and co-founder of Vertical Brace Inc., a medical equipment startup in pre-launch. He also serves as managing partner at LA Wealth Partners, focusing on fixed and index annuities and fixed life insurance products. 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, including SMA, UMA, and fund-strategist options, and is notable for its legacy use of market-timing and technical-momentum strategies.

Michael Rader is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at multiple firms, including LPL Financial, Prudential Insurance Company of America, and Wells Fargo Clearing, with prior experience at HSBC Securities from 2013 to 2016. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary investment options guided by multiple model risk profiles and supported by global asset management resources.

Emily Kruthoff is a financial advisor at Lido with eight years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Goldman Sachs & Co. from 2016 to 2018. Kruthoff has been with Lido Advisors, LLC since 2019. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm offers integrated wealth management with a focus on tactical and defined-risk option strategies, combining traditional advisory services with a broad range of affiliated capabilities.

Michael Montgomery is a CFA® charterholder and Series 63 licensee with 10 years of industry experience. He is currently with Kayne Anderson Rudnick Investment Management, LLC, where he has worked since 2022. His prior experience includes roles at BMO Investment Distributors, LLC and B.C. Ziegler and Company. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, insurers, banks, family offices, and high-net-worth individuals. The firm’s investment approach centers on fundamental company-level research and incorporates proprietary governance and sustainability assessments across a range of active equity and fixed-income strategies.

Erin Furman is a financial advisor with Eagle Strategies (NY Life) in Glendale, CA, holding Series 66 and Series 63 registrations and having nine years of industry experience. She has worked with Eagle Strategies and affiliated New York Life entities since 2016, including NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment advisers. The firm emphasizes tailored recommendations across multiple program types and manages a majority of its assets on a non-discretionary basis.

Curtis Vega is a financial advisor at HSBC Securities (USA) Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked at HSBC since 2013, initially with HSBC Bank USA N.A. and currently with HSBC Securities since 2021. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations, providing a range of client-directed and discretionary portfolio options. The firm’s investment approach combines strategic and tactical asset allocation supported by global asset management resources and emphasizes a variety of risk profiles tailored to client needs.

Luis Fondevila is a financial advisor with Surety Investment Services in Los Angeles, CA, holding a Series 63 designation and over 30 years of industry experience. He has been affiliated with Surety Investment Services since 1982 and has worked with IRM Distributors, Inc. since 1998. In addition to his advisory role, he serves as President and Agent of Surety Investment Services, where he provides leadership and sales support. Surety Investment Services primarily serves individual clients along with pension plans, trusts, businesses, and estates, offering financial planning and discretionary portfolio management. The firm employs a dual fee-and-commission model, emphasizing long-term investing and utilizing a range of securities and insurance products, including fixed and variable annuities and life insurance.

Benjamin Gottlieb is a financial advisor at Lido with a Series 65 designation and one year of industry experience. Prior to joining Lido, he held roles at Centura Wealth Advisory, Chandler Asset Management, Bank of Hawaii, and CKW Financial Group. He has experience in both advisory and client-facing positions across multiple firms. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and institutional investors. The firm manages approximately $42.5 billion in assets, offering integrated wealth management that includes tactical and defined-risk option strategies, investment management, financial planning, and affiliated trust, tax, insurance, and brokerage services.

Albert Diaz is a financial advisor at RBC Rochdale, LLC with six years of industry experience. He holds the Series 66 and Series 63 designations and has worked at City National Rochdale, City National Securities, Franklin Templeton Investments, U.S. Bancorp Investments, and U.S. Bank. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, pension plans, and government entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis to deliver tailored portfolio management and sub-advisory services.

Stephan Miskjian is a CFP® and CFA® with 17 years of industry experience, currently serving at Creative Planning. His prior roles include positions at Pensionmark Financial Group and kPlans Investment Services. He volunteers on the Investment Committee for the International School of Los Angeles Burbank. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, tax-efficient strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Edward Comerford is a financial advisor at Lido with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, Aqua Finance, and Englewood Health. His background also includes roles outside finance, such as positions at Tufts University and TGA Premier Sports. Lido serves a diverse client base that includes high-net-worth and ultra-high-net-worth individuals, family offices, charitable organizations, and institutional investors. The firm employs an integrated wealth-management approach combining equity, fixed income, alternatives, and options strategies, and is distinguished by its active sub-advisory roles and extensive affiliated capabilities.