Ivy Fai Chan Wang is a financial advisor with HSBC Securities (USA) Inc. and holds Series 63 and Series 66 licenses. She has 13 years of industry experience with prior roles at J.P. Morgan Securities, Bank of America/Merrill Lynch, and Citigroup. She also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities (USA) Inc., where she engages in the sale of bank-related products alongside her advisory duties. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides a range of programs, from client-directed to fully discretionary portfolios, utilizing strategic and tactical asset allocation in collaboration with HSBC Global Asset Management and other affiliated providers.

Kamarra Freeman is a Series 65-licensed advisor with Lido in Los Angeles, CA, and has one year of industry experience. She previously worked at Banks Capital, Kinfolk Venture Capital, PayPal Holdings Inc., and Tinker Growth. Freeman is also associated with Club Ethos. Lido serves a wide range of clients including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach combining equities, fixed income, alternatives, and tactical option strategies, and holds approximately $42.5 billion in regulatory assets under management.

Kawin Thoncompeeravas is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has concurrent roles in several other businesses, including ownership of landscaping and commercial cleaning services. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to institutional clients, offering both advisory and broker-dealer services with a variety of proprietary and third-party investment programs.

Kyle Cross is a financial advisor at Lido with five years of industry experience. He holds a Series 65 designation and has worked at Lido Advisors, LLC since 2020. His prior experience includes roles at PricewaterhouseCoopers, Genentech, UCLA, and Avanade. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that incorporates tactical option strategies and manages approximately $42.5 billion in assets.

Richard Henry is a financial advisor at Lido with a Series 65 credential and seven years of industry experience. He previously worked at Wells Fargo Investment Institute, Inc. from 2019 to 2026 and Sauganish Capital Management LLC from 2012 to 2016. Richard is based in Los Angeles, CA. Lido advises a diverse clientele, including high-net-worth individuals, family offices, charitable organizations, and institutional investors, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies and serves as sub-adviser to notable investment funds such as the VanEck U.S. Equity Buffer ETF.

Jacob Silverstein is a CFP®-credentialed financial advisor with six years of industry experience, currently serving at Lido Advisors, LLC. Prior to joining Lido, he worked at All-Terrain Financial and has held various roles in diverse industries. Outside of his advisory work, he is the sole proprietor of JTS Capital LLC, an investment property management business. Lido Advisors serves a wide range of clients including high-net-worth individuals, family offices, and institutional entities, providing investment management, financial planning, and family office services. The firm utilizes an integrated wealth-management approach with a focus on tactical and defined-risk option strategies, and it is involved in active sub-advisory roles for ETFs and private funds.

Andrey Manannikov is a financial advisor at HSBC Securities (USA) Inc. with six years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Bank of America, Merrill, and JPMorgan Chase. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary options. The firm utilizes a combination of strategic and tactical asset allocation supported by global asset management teams, with a notable portion of assets held in client-directed, non-discretionary portfolios.

Kevin Yardumian is a financial advisor at GWN Securities Inc. with one year of industry experience. He holds the Series 66 designation and has previously worked with American Campus Communities and the University of California, Irvine. GWN Securities offers investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning solutions. The firm employs a mix of affiliated and unaffiliated sub-advisers, utilizing asset allocation and Modern Portfolio Theory, and is known for incorporating market-timing and momentum-based strategies in its legacy programs.

Danial Fereydani is a financial advisor at AE Wealth Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2016, with prior experience at Global Financial Private Capital, LLC and ongoing involvement at Pendo Insurance Services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm operates a range of model portfolios and asset management programs, managing approximately $49.8 billion for over 127,000 clients, and employs a platform-driven approach with discretionary strategies and regular performance reporting.

Warren Baker is a CFA®-designated financial advisor with seven years of industry experience, currently with Lido Advisors, LLC. He previously worked at Platte River Wealth Advisors for five years and Wells Fargo Private Bank for nineteen years. Baker serves as a board member of the Colorado Foundation for Conductive Education, a nonprofit organization. Lido advises a diverse client base, including high-net-worth individuals, family offices, and institutional entities, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies and serves as sub-adviser to notable funds such as the VanEck U.S. Equity Buffer ETF.

Davis Bell is a financial advisor at Lido with a Series 65 license and three years of industry experience. He has worked at Lido Advisors since 2022 and previously spent one year at Emissary Wealth. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and pension plans, providing investment management, financial planning, and related services. The firm manages approximately $42.5 billion in assets and employs an integrated wealth-management approach that includes tactical and defined-risk option strategies across a range of asset classes.

Andrew Wallace is a financial advisor at Lido with Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Corient Services LLC, Bain & Company, Northwestern University, and Sanford C. Bernstein & Co., LLC. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach across various asset classes and offers investment management, financial planning, family office services, and access to affiliated trust, tax, insurance, and brokerage services.

Lonna Weems is a financial advisor with Centaurus Financial, Inc. in North Hills, CA, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. She has been with Centaurus Financial since 2013. Outside of advising, she works as a yoga instructor in North Hills. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through a range of discretionary and non-discretionary arrangements.

Luke Chua is a financial advisor at GWN Securities Inc. with a Series 66 designation. He has been in the industry for approximately one year and has prior experience with Providian Assets Management LLC and Golden Arches Development Corporation. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning offerings. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and model-based allocations, employing market-timing and momentum-based strategies in certain legacy programs.

Linda Han is a financial advisor at Equity Services, Inc. with seven years of industry experience. She holds a Series 66 designation and has been with Equity Services since 2018. Prior to that, she worked at National Life Group starting in 2015. Outside of her advisory role, Han is an insurance agent at Worthington Financial Partners. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers various advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Brian Appel is a CFP® and ChFC® with 28 years of industry experience. He is currently with Lido Advisors, LLC, where he has worked since 2022. His prior experience includes roles at ClientWise, Charles Schwab Bank, Charles Schwab & Co., and Fidelity Investments. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and institutional investors, providing investment management, financial planning, and a range of affiliated services. The firm employs an integrated wealth-management approach with active sub-advisory roles and a broad array of investment strategies across equities, fixed income, alternatives, and options-based strategies.

Caleb Powell is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 21 years of industry experience. He has been with Kayne Anderson Rudnick since 2004. Powell holds a Series 65 credential and is based in Los Angeles, CA. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, registered investment advisers, pension plans, and individuals. The firm emphasizes fundamental, quality-oriented equity research and implements its investment views across multiple strategies, serving both direct clients and other advisers through sub-advisory and model portfolios.

Andrew Cuevas is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA. He holds Series 66 and Series 63 licenses and has 13 years of industry experience. His prior roles include positions at Gideon, The Leaders Group Inc, M Holdings, Equitable Advisors, and AXA Advisors. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, and offers both sub-advisor managed portfolios and a direct-to-consumer digital investment program.

Ashish Patel is a financial advisor at Lido with five years of industry experience and holds the Series 66 designation. Prior to joining Lido in 2025, he worked at BluePointe Capital Management and First Command in various advisory and brokerage roles. In addition to his financial career, Patel serves as a Reserve Officer and Safety Officer in the United States Air Force and works as a First Officer for United Airlines. Lido provides investment management, financial planning, and family office services to a diverse client base, including high-net-worth individuals, family offices, trusts, and charitable organizations. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies and serves as a sub-adviser to ETFs and other investment funds, supported by a broad network of affiliated trust, tax, insurance, and brokerage entities.

Munir Tager is a financial advisor at Eagle Strategies (NY Life) with Series 63 and Series 65 credentials and two years of industry experience. Prior to his current role, he held positions at NYLIFE Securities LLC, New York Life Insurance Company, Starbucks, and Wendy's. He serves as a board member and secretary of LeTip International Inc., a professional leads organization for business owners and entrepreneurs. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.