Frida Valijan is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 63 and Series 65 licenses and bringing six years of industry experience. She operates a bookkeeping and accounting business under Liber T Co. and provides independent bookkeeping services for Aaron Barlev & Co. In addition, she works part-time in in-home supportive services for disabled individuals. PlanMember Securities Corporation offers retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation framework with risk-based mutual fund portfolios and provides a range of education and support services to plan sponsors and participants.

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.

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® professional with 46 years of industry experience, currently serving as a registered representative at HSBC Securities (USA) Inc. since 2009 and as a bank officer for HSBC Bank (USA) N.A., an affiliate of the firm. He is based in Beverly Hills, CA. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing a combination of client-directed and discretionary investment strategies across several program types. The firm’s investment approach integrates strategic and tactical asset allocation with global fund due diligence and monitoring, serving a diverse client base through assigned Investment Adviser Representatives.

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.

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.

David Mizrahi is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been affiliated with Kestra Investment Services, LLC and Kestra Private Wealth Services, LLC since 2014 and joined Kestra Advisory Services, LLC in 2026. Mizrahi also serves as President and CEO of First Point Financial Management, an independent firm providing wealth management and insurance services. Kestra Advisory is an enterprise-level firm with a large network of advisors, offering a range of investment and advisory services.

Jonathon De Vase is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Mutual of Omaha, Ameritas Advisory Services, Ameritas Investment Company, and New York Life. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs supported by in-house research and extensive oversight.

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.

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.

Charlotte Berry is a CFP® professional with nine years of industry experience, currently serving as an advisor at Hightower Advisors since 2019. She also has a longer tenure at LourdMurray beginning in 2013. Based in Beverly Hills, CA, her background includes work at both firms. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement consulting through a network of Advisor Practices. The firm’s approach features manager selection and multi-manager solutions utilizing affiliated and third-party managers, with an emphasis on proprietary research and customized portfolio construction.

Andrew Ignatian is a financial advisor at D.A. Davidson & Co. with a Series 66 credential and one year of industry experience. He joined D.A. Davidson in 2026 after roles that include Advisor Associate and various positions outside the financial industry. D.A. Davidson & Co. provides investment advisory and brokerage services to employer-sponsored retirement plans, individual investors including high-net-worth clients, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services ranging from ERISA retirement plan advisory to comprehensive financial planning and a Private Wealth program for clients with over $20 million in net worth.

Erica Pu is a financial advisor at HSBC Securities (USA) Inc. with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at MassMutual Investors Services, MassMutual Life Insurance, Sovran Advisors, CETERA Advisor Networks, and Metlife Securities. Outside of her advisory role, she owns a financial and insurance services business and works as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, offering a range of client-directed and discretionary portfolio options. The firm employs a multi-profile investment process supported by HSBC Global Asset Management and third-party providers, with significant assets managed in non-discretionary client-directed portfolios.

Eric Sagadin is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Lido. His prior experience includes multiple roles at Northwestern Mutual and other advisory firms between 2015 and 2020. Lido provides wealth management services to high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs a diversified investment approach that integrates equities, fixed income, alternatives, and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.