David Gallacher is a CFA charterholder with 14 years of experience in the financial industry. He has worked at William Blair since 2021 and previously spent six years at Cyrus J. Lawrence LLC. Based in Los Angeles, CA, he holds Series 63 and Series 66 licenses. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, including high-net-worth clients, as well as foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Daniel Ruben is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Independent Financial Group since 2012 and also maintains roles as a business consultant and an independent medical contractor. Ruben provides health and life insurance services alongside his advisory work. Independent Financial Group, LLC delivers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs a mix of strategic asset allocation, multi-manager portfolios, and ongoing due diligence to develop client strategies using both firm- and third-party models.

Anna Crabs is a Series 66-licensed financial advisor at Lido in Los Angeles, CA, with two years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Equitable Financial Life Insurance. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and corporations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that combines traditional and alternative investments, including tactical option strategies, and is active in sub-advisory roles for investment funds.

Paul Leach is a CFP® with 19 years of industry experience, currently serving at Rockefeller Financial LLC. His prior experience includes roles at Bank of America, Merrill, and Citigroup Global Markets. He is the founder of Surf 4 Kidz, a charity surf camp supporting a local nonprofit that provides welding training and job placement for at-risk military veterans. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, family offices, institutional clients, and corporations. The firm combines discretionary and non-discretionary portfolio management with broker-dealer capabilities, offering access to a broad range of investment solutions through its consolidated platform, Rockefeller Global Investment Management.

Benjamin Samoylov is a CFA® charterholder with two years of industry experience, currently advising clients at Lido. His prior roles include positions at Exchange Capital Management Inc, the Mitchell Family Office, and McQueen Financial Advisors. Lido serves a diverse client base, including high-net-worth individuals, family offices, and institutional clients, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that utilizes a broad range of asset classes and tactical strategies, and it is notable for its active sub-advisory role and extensive affiliated capabilities.

Derek Tam is a CFP® with 19 years of industry experience, currently affiliated with Lido Advisors, LLC since 2023. He previously worked at SVB Financial Group, Boston Private Wealth LLC, Banyan Partners, LLC, Silver Bridge, and H&S Financial Advisors LLC. Outside of his advisory role, he is a co-owner and finance board member of Hapa Brewing Company in San Jose, California. Lido Advisors serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering investment management, financial planning, and comprehensive wealth services. The firm employs an integrated wealth-management approach with tactical option strategies and operates through a network of affiliated entities, overseeing approximately $42.5 billion in assets.

Carol Lens is a CFP® professional with 15 years of industry experience, currently serving at Lido Advisors, LLC since 2025. Her prior roles include positions at Olympus Wealth Management, Qualtrics, J.P. Morgan Securities, Morgan Stanley, and Merrill. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that incorporates tactical and defined-risk option strategies and maintains a notable presence as a sub-adviser to several investment funds.

Richard Singer is a financial advisor with SB Capital Management, Inc. and holds a Series 65 designation. He has 22 years of industry experience, including 23 years at SB Capital Management and most recently joining Mercer Global Advisors Inc. in 2025. SB Capital Management 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, managing discretionary accounts and private equity and hedge fund vehicles.

Jenny Dudrey is a financial advisor at Lido with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Platte River Wealth Advisors, Wells Fargo Clearing, Wells Fargo Advisors, Ameriprise, and Morgan Stanley. Outside of her advisory role, she is a certified notary public in Colorado. Lido serves a diverse client base that includes high-net-worth individuals, family offices, trusts, charitable organizations, and pension plans. The firm employs an integrated wealth-management approach with a focus on tactical and defined-risk option strategies, and it is notable for its roles as a sub-adviser to ETFs and its extensive affiliated capabilities.

Samuel Richman is a financial advisor at Lido with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at IFM (US) Securities, Earnest Research, Morgan Stanley Smith Barney, and Bernstein Private Wealth Management. 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 that balances a range of asset classes and utilizes tactical and defined-risk option strategies, delivering services through multiple affiliated entities and investment vehicles.

Jonathan Gonshor is a financial advisor at Oppenheimer with 12 years of industry experience. He holds a Series 63 designation and has been with Oppenheimer since 2014. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers various programs that include asset management, consulting, and retirement services, managing both discretionary and non-discretionary portfolios across equity, balanced, and fixed-income strategies.

Anna Tosunyan is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, California, holding Series 63 and Series 66 licenses and having nine years of industry experience. She has worked at various branches of HSBC since 2013. Outside of her advisory role, she serves as a caregiver for her mother. HSBC Securities (USA) Inc. offers managed account programs to a variety of clients, including individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation with risk-profile-driven models and uses both discretionary and client-directed program types.

William Blase is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at The Colony Group, Citigroup Global Markets Inc., Bank of America, Merrill, Raymond James & Associates, and Deutsche Bank Securities Inc. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and corporate and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that blends active and passive strategies, third-party managers, and private funds.

Andrew Horowitz is a financial advisor with Rockefeller Financial LLC in Los Angeles, CA, holding a Series 63 license and bringing 30 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley Private Bank. Outside of advising, he is involved as a general partner in family-related philanthropic investment partnerships supporting the New West Symphony and the University of Southern California. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing access to securities transactions, insurance products, placement, and investment banking.

Peter Lin is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the ChFC® designation along with Series 65 and Series 66 licenses. He has nine years of industry experience, including prior roles at Oakwood Capital Management LLC, Investcloud, and Snowden Capital Advisors. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, employing a diversified investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Joshua Perlmutter is a financial advisor at IEQ Capital, LLC with a Series 65 credential and three years of industry experience. Prior to joining IEQ Capital in 2022, he worked at Raymond James and has held roles at The Ritz-Carlton Hotel Company, University of California Santa Barbara, and other organizations. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and private funds, focusing on separately managed accounts and family-office services. The firm’s investment approach combines centralized macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion in assets.

John Mcinerney is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Lido. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2023. Outside of advisory work, he is the sole proprietor of Samurai Race LLC, a recreation business. Lido provides investment management, financial planning, and family office services to a diverse client base including high-net-worth individuals, family offices, and institutional investors. The firm employs an integrated wealth-management approach and is active as a sub-adviser to various funds, combining traditional advisory services with extensive affiliated capabilities.

Peter Lauer III is a financial advisor at Creative Planning with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Planning since 2014. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Paris Rodriguez is a financial advisor at Lido with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Lido Advisors, LLC since 2016, following an eight-year tenure at Fidelity Investments. 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 manages approximately $42.5 billion in assets and employs an integrated wealth-management approach that includes tactical option strategies and a combination of discretionary and non-discretionary accounts.

Amit Josef is a CFP® and holds a Series 66 designation with 12 years of industry experience. He is currently with Lido Advisors, LLC, having joined in 2025 after seven years at Avitas Wealth Management and four years at UBS Financial Services. He is based in Los Angeles, CA. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, estates, and institutional investors. The firm offers integrated wealth management with a broad investment approach that includes tactical and defined-risk option strategies and maintains a notable role as sub-adviser to investment funds such as the VanEck U.S. Equity Buffer ETF.