Carole Meitler is a financial advisor at Savant Wealth Management in Thousand Oaks, CA, holding PFS™ and Series 65 credentials with six years of industry experience. Her prior experience includes seven years at Cedarstone Advisors and nine years as a homemaker. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, and charitable organizations, offering comprehensive wealth management, financial planning, and family office services. The firm combines an evidence-based, model-driven investment approach with actively managed strategies and maintains integrated accounting, legal, and trust services through affiliated entities.

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.

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. His prior roles include positions at LPL Financial, Bank of the West, Prudential Insurance Company of America, Wells Fargo Advisors, and earlier tenures with HSBC Securities. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, offering a range of client-directed and discretionary investment options supported by a multi-model risk profile approach and resources from HSBC Global Asset Management and affiliated providers.

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.

Molly Ciprari is a financial advisor at MAI Capital Management, LLC in Los Angeles, CA, holding a Series 65 designation with one year of industry experience. Her work history includes roles at Evoke Advisors, Nuveen, and MAI Capital Management since 2025. MAI Capital Management 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 manages a broad range of investment strategies and offers additional services such as trust administration and insurance through affiliated entities.

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.

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 Series 63 and Series 66 licenses and has worked previously at 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, charitable organizations, and government entities. The firm employs a multi-strategy investment process that combines quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools to tailor portfolios across a variety of asset classes.

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.

Connor Bauer is a financial advisor with RBC Rochdale, LLC, holding a Series 66 credential and eight years of industry experience. He has worked at CNR Securities, LLC and City National Rochdale since 2017 and previously was employed at Purdue University. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment approach that integrates quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools such as the Galaxy asset-allocation system and Monte Carlo simulations to tailor portfolios across various asset classes.

Margaret Richardson is a CFP® and holds a Series 66 license, with 16 years of experience in the financial industry. She is currently with Kayne Anderson Rudnick Investment Management, LLC and previously worked at Rockefeller Financial LLC and Merrill. Kayne Anderson Rudnick provides discretionary advisory and sub‑advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, pension plans, and individual clients. The firm emphasizes fundamental, quality‑oriented equity research and offers a range of strategies while serving unique client segments such as sovereign wealth funds and banking clients.

Kevin Mcveigh is a CFA® charterholder with 16 years of industry experience. He is currently with Lido Advisors, LLC, where he has worked since 2025, following a 30-year tenure at Exchange Capital Management, Inc. He is also involved in overseeing the termination of operations for Exchange Capital Management as a shareholder. Lido advises a diverse client base that includes high-net-worth individuals, family offices, trusts and estates, charitable organizations, and institutional plans. The firm employs an integrated wealth-management approach that balances asset allocation across multiple asset classes and utilizes tactical and defined-risk option strategies, including discretionary and non-discretionary management through various vehicles and sub-advisers.

Jacob Jablonski is a financial advisor at Lido with seven years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at firms including Zacks Investment Management, Creekmur Asset Management, and Charles Schwab. 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 that incorporates tactical option strategies and balances asset allocation across multiple asset classes, while also serving as a sub-adviser to investment funds such as the VanEck U.S. Equity Buffer ETF.

Peter De Martino is a financial advisor with Wealth Enhancement Advisory Services, LLC in Los Angeles, CA. He holds Series 63, Series 65, and Series 66 licenses and has 22 years of industry experience. His prior roles include positions at Morgan Stanley and Retirement Planners of America. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for 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 process that blends passive and active managers overseen by an internal Investment Committee.

Hugh Roberts is a CFP® professional with 41 years of industry experience, currently serving as a financial advisor at Lincoln Investment since 2012. His prior experience includes roles at Capital Analysts Incorporated and Osaic FA, Inc. Roberts is involved in advising family-owned businesses on succession planning and is an author on the topic of family business dynamics. He also serves as secretary for the Melton Leadership Foundation, focusing on executive coaching and strategic planning. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer that serves individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive investment strategies.

Brian Griffiths is a Series 66-licensed advisor at Lido with 18 years of industry experience. He has worked previously at Fidelity Investments and Ameriprise. Outside of his advisory role, he is a part-owner of a handmade jewelry and hair salon business, operated by his wife. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional clients, providing integrated wealth management through asset allocation across multiple investment types and tactical strategies. The firm is notable for its sub-advisory roles and extensive affiliated capabilities spanning trust, tax, insurance, and brokerage services.

Salleh Beitollahi is a CFP® professional at PlanMember Securities Corporation with six years of industry experience. He has held roles at Legacy Financial Group, Calmont Insurance Services, and other financial and real estate-related firms. Outside of advisory work, he is also active as a real estate sales agent and broker. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as a fiduciary under ERISA Section 3(38) and offering participant-level investment options through its asset allocation portfolios. The firm employs a strategic asset allocation approach with risk-based mutual fund portfolios and supports clients through education, seminars, and personalized retirement planning.

Mordechai Taylor is a financial advisor at Cetera Planning Partners with three years of industry experience. He holds a Series 65 credential and previously worked at Avantax Planning Partners, Inc. for four years. He also has a long-standing role at Premier Accounting & Tax Services, Inc. since 2009. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers, utilizing a process centered on diversified mutual fund and ETF allocations tailored to client objectives and risk tolerance.

Jordan Hunt is a CFA® charterholder based in Los Angeles, CA, with six years of industry experience. He has worked at Lido Advisors, LLC since 2026 and previously spent seven years with Jackson Hole Capital Partners, LLC, along with roles at the Trust Company of Oklahoma and Corporate Consulting Group / Financial Solutions, Inc. Lido serves a diverse group of clients, including high-net-worth individuals, family offices, trusts, and institutional investors, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical option strategies and manages approximately $42.5 billion in assets across a network of affiliated entities.