Gianni De La Cruz is a CFP® professional with 13 years of industry experience. He is currently with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., having previously worked for ten years at The Vanguard Group, Inc. in Los Angeles, CA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across various asset classes. Its advisory services utilize standard asset allocation models and Schwab research tools, with final trading decisions made by clients.

Jennifer Mason is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and three years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Bank, accumulating over a decade of experience in financial services. Outside of her advisory role, Mason is involved as an independent business owner for Amway, focusing on retail sales of health, home, and beauty products. 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 portfolio management, financial planning, consulting, and operates as a registered broker-dealer, providing a range of investment and banking services through a Private Advisor model and consolidated investment platform.

Mitchell Fedders is a financial advisor at Lido with a Series 65 credential and one year of industry experience. His prior roles include positions at Strategic Group, Elizabeth Park Capital Management, and The Ohio State University Shoemaker Center. Lido serves high-net-worth and ultra-high-net-worth clients including individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach with a focus on diversification across multiple asset classes and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Charleger Santiago is a financial advisor with Eagle Strategies (New York Life) based in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2006. Santiago serves as a board member for Community First Fund. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and offers a range of advisory programs, primarily managing assets on a non-discretionary basis.

Steven Simon is a financial advisor with Equity Services, Inc. in Beverly Hills, CA, holding the ChFC® and Series 63 designations and bringing 44 years of industry experience. He has been associated with Equity Services, Inc. since 1995 and with National Life Group since 1997. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and utilizes third-party asset managers and model portfolios.

Shawn Moran is a financial advisor at Lido with 11 years of industry experience. He holds a Series 65 designation and previously worked at Crawford Investment Counsel for seven years before joining Lido in 2020. Based in Los Angeles, CA, Moran has worked at firms focused on investment management and advisory services throughout his career. Lido serves 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 that includes diversified investments across multiple asset classes and options-based strategies, managing assets typically on a discretionary basis while utilizing third-party managers and sub-advisers.

Michael Davis is a CFP® professional currently with Lido, based in Los Angeles, CA, and has two years of industry experience. He previously worked at Pure Financial Advisors and GoSite. Lido serves 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 uses an integrated wealth management approach with diversified asset strategies and options-based implementations, often managing assets on a discretionary basis and collaborating with third-party managers.

Gregory Meyer is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC since 2022. He previously worked for Pash & Benson International Ltd Inc for 19 years and NPB Financial Group, LLC for 16 years. Meyer also engages in insurance sales, offering life, health, disability, and long-term care insurance outside of his role at Independent Financial Group. Independent Financial Group is a large, integrated advisory and brokerage firm that provides investment advisory programs, financial planning, and retirement plan services to a diverse client base, including high-net-worth individuals, trusts, and business owners. The firm combines in-house and third-party investment models and operates both as a registered investment adviser and an active broker-dealer.

Michael Karsa is a financial advisor at Lido with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Lido Advisors, LLC since 2015. Outside of his advisory role, he owns several holding companies related to private investments in sectors including online retail, restaurants, and cryptocurrency. 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 a range of services including investment management, financial planning, family office services, and estate planning, employing an integrated wealth management approach that emphasizes diversification and options-based strategies.

Nils Dillon is a financial advisor at Lido with 14 years of industry experience. He holds a Series 65 designation and has worked previously at Pegasus Partners and Heck Capital Advisors. 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 services including investment management, financial planning, family office services, and retirement and estate planning, using a diversified approach across multiple asset classes and options-based strategies.

Jessica Vongsaphay is a financial advisor at Lido with a Series 65 credential and two years of industry experience. She previously worked at Sequoia Financial Group, LLC for seven years and has an academic background from the University of Akron. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles, offering services including investment management, financial planning, and estate planning. The firm employs an integrated wealth management approach with diversified strategies across various asset classes and manages assets on a discretionary basis using both internal and third-party managers.

Pamela Philbrook is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at Commonwealth since 2009 and concurrently at WM. Al Muskat CFP, Inc. since 1998. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while supporting affiliated advisors with operations, technology, and compliance.

Ashley Calderon is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Merrill for seven years before joining Rockefeller Financial in 2019. Since 2024, she has also been affiliated with ROCKEFELLER Capital Management. 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 portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer providing securities transactions, insurance products, and investment banking services.

Aplavya Gupta is a financial advisor at Mercer Global Advisors Inc. with six years of industry experience. He holds a Series 65 designation and previously worked at SB Capital Management, Inc. for six years. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial, retirement, tax, and estate planning services.

Timothy Briody is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, Merrill, New York Life, Edward Jones, Northwestern Mutual, and Quicken Loans, where he was employed for 14 years. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various advice programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm’s investment approach incorporates proprietary software and model portfolios developed by Morningstar Investment Management and serves a large client base with a focus on non-discretionary assets.

Tariq Maiden is a financial advisor at Lido with nine years of industry experience. His prior roles include positions at Ameriprise Financial Services and Northwestern Mutual Wealth Management Company. Outside the financial sector, he owns Riverside Pickling, a retail business. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm provides investment management, financial planning, family office services, and retirement and estate planning, employing an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Elarsen Flores is a financial advisor at Citigroup Global Markets with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citibank N.A. since 2008. Citigroup Global Markets serves individual and institutional clients across various segments, including workplace, high-net-worth, and ultra-high-net-worth. The firm offers a broad range of investment advisory programs and execution services, implementing multi-asset, multi-manager strategies with both discretionary and non-discretionary options.

Conner Dabish is a financial advisor at Lido with Series 63 and Series 65 licenses and four years of industry experience. He previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, Plante Moran, Wireless Revolution, Midway Dental Supply, and Erickson Living. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm provides investment management, financial planning, family office services, and retirement and estate planning, employing an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Carl Ermelbauer is a CFP® professional at NewEdge Advisors with nine years of industry experience. He has worked at various firms including WealthSource Partners, JP Morgan Securities, and American Financial Network Advisory Services. Outside of his advisory role, he is involved in insurance sales and serves as managing partner and owner of Financial North Partners. NewEdge Advisors is an enterprise‑scale registered investment adviser serving individuals, pension and profit‑sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers comprehensive portfolio management, financial planning, and retirement consulting, combining in‑house and third‑party investment solutions with centralized due diligence and technology tools.

Anthony Clay is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior roles include positions at Freestone Capital Management, Whittier Trust Company, Merrieman Wealth Management, and T12, as well as service in the United States Navy. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities by offering investment management, financial planning, and related services. The firm employs an integrated wealth management approach with diversified strategies across multiple asset classes and implements options-based strategies in client accounts and pooled vehicles.