Cynthia Knowlton is a CFA® charterholder affiliated with Lido in Los Angeles, CA, with over 15 years of industry experience. Her prior roles include positions at Segall Bryant & Hamill and Denver Investments. She serves as Advocacy Chair on the CFA Society Colorado Board, supporting university and community outreach efforts. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and other entities, providing investment management, financial planning, family office services, and retirement and estate planning. The firm employs an integrated wealth management approach that includes diversification across asset classes and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers as appropriate.

Jerair Khachoyan is a financial advisor with Eagle Strategies (New York Life) based in Glendale, CA, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has worked with Eagle Strategies since 2021 and New York Life since 2016. Outside of his advisory role, Khachoyan serves as president of the TEAM Referral Network - Sherman Oak's Business Builders, an exclusive referral group. He also operates under multiple DBAs selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services with an emphasis on tailored recommendations and a predominance of non-discretionary assets under management.

James Diehl is a financial advisor at Lido with 12 years of industry experience and holds Series 65 and Series 63 registrations. His prior experience includes roles at Mass Mutual Investors Services and Mass Mutual Life Insurance. He also provides recommendations and services for existing life insurance policies. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach utilizing diversified asset classes and options-based strategies, managing assets primarily on a discretionary basis and frequently serving registered investment companies.

Andrew Block is a CFA® charterholder with 13 years of industry experience. He is currently with RBC Rochdale, LLC and has previously been associated with Rochdale Investment Management, Rim Securities LLC, and City National Bank. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and government entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, utilizing proprietary tools and collaborating with third-party sub-advisors to create tailored portfolios.

Joshua Mendoza is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds Series 63 and Series 65 licenses and has been with Eagle Strategies and affiliated New York Life entities since 2024. His prior work includes positions at UCLA and involvement with the UCLA Alumni Association and Project Gateway. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations across multiple program types and manages a substantial portion of its assets on a non-discretionary basis.

Herbert Quick IV is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 11 years of industry experience. His career includes roles with multiple companies across various sectors, including estate planning services with InheritGuard, LLC, and referral partnerships in home loans and insurance. Outside of financial advising, Herbert is involved in creative services such as writing, editing, music production, graphic design, photography, and videography. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment models and manages substantial discretionary and non-discretionary assets.

Robert Apuzzo is a financial advisor with Eagle Strategies (NY Life) in Los Angeles, CA, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked at AXA-Advisors, LLC and has served as an officer of a homeowners association in West Hollywood, performing administrative and record-keeping duties. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad range of individual and institutional clients. The firm offers multiple advisory programs and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Andrew Wissell is a financial advisor at Lido with a Series 66 credential and one year of industry experience. He has worked at several firms including Accelerated Wealth Partners, J.P. Morgan Securities, JPMorgan Chase Bank, First Republic Bank, Focus Financial Partners, and Union Capital Park. 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 with diversified allocations across multiple asset classes and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Aaron Gallardo is a financial advisor with Schwab Wealth Advisory Inc. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at RBC Capital Markets for 13 years and briefly at Wells Fargo Advisors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across various asset types. The firm operates as an internal advisory unit within the Schwab ecosystem and uses Schwab’s research tools and standard asset allocation models to support client decision-making.

John Kennedy III is a financial advisor at Lido with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Pegasus Partners Ltd. and Robert Baird & Co. prior to joining Lido. 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 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.

Supriya Batra is a financial advisor at Hightower Advisors with 20 years of industry experience. She holds the Series 66 designation and has worked at Hightower Advisors since 2021. Her prior experience includes roles at Bel Air Management Company, Bel Air Securities LLC, and Bel Air Investment Advisors LLC. Hightower Advisors offers investment advisory and planning services to a wide range of individual and institutional clients. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and provides services including portfolio management, financial planning, and retirement plan consulting.

Alan Kaye is a financial advisor at TLG Advisors, Inc. with 45 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at The Leaders Group Inc and Cetera Advisor Networks, LLC. He also operates Alan Kaye Insurance, an insurance business active since 1973. TLG Advisors serves a diverse client base, including individuals, high-net-worth clients, trusts, corporations, and institutional investors, providing investment supervisory services, portfolio management, and financial planning. The firm utilizes fundamental analysis and Modern Portfolio Theory to construct diversified portfolios and offers a direct-to-consumer digital program, Starlight Portfolios, which adjusts portfolios based on risk profiles and market conditions.

Garrett Dederichs is a financial advisor at Lido with a Series 65 credential and one year of industry experience. Prior to joining Lido, he worked at KPMG, LLP for five years. 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, and utilizes diversification and options-based strategies within client accounts and pooled vehicles.

Henry Tam is a financial advisor at HSBC Securities (USA) Inc. with 17 years of industry experience. He has held roles at HSBC Securities and HSBC Bank USA since 2014. He holds Series 63 and Series 66 designations. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations, providing both client-directed and discretionary investment options. The firm employs a structured investment process with multiple risk profiles and integrates strategic asset allocation and fund due diligence through affiliated global asset management teams.

Lindsey Cook is a financial advisor with RBC Rochdale, LLC, holding the Series 66 designation and bringing 19 years of industry experience. She previously worked at Rochdale Investment Management from 2010 to 2017 and has been with CNR Securities, LLC since 2017. Outside of her advisory role, Cook serves as a committee member at JY, Inc., providing consulting on business development and coaching, and is a board member of Felicia's Children Center Foundation, a charitable organization supporting orphaned children in Tanzania. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, using an active, multi-strategy investment approach that combines quantitative and fundamental analysis. The firm offers various portfolio management and advisory services, focusing on tailored solutions across multiple asset classes.

Brandon Heicklen is a financial advisor at Lido with a Series 65 designation and four years of industry experience. He previously worked at Steel Peak Wealth Management and has been CEO of PWR PUNTING, a business focused on coaching high school and junior college football players in punting and kicking. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations. The firm employs an integrated wealth management approach with diversification across multiple asset classes and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers as needed.

Brandon Denihan is a financial advisor at Lido with nine years of industry experience. He holds Series 63 and Series 65 licenses and was previously with Crawford Investment Counsel for 20 years. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities, offering investment management, financial planning, family office services, and estate planning. The firm employs an integrated wealth management approach focused on diversification and options-based strategies, managing assets both directly and through sub-advisers.

Amitha Harichandran is a CFP® with 17 years of industry experience. She has worked at SB Capital Management, Inc. from 2011 to 2025 and joined Mercer Global Advisors Inc. in 2025. SB Capital Management, Inc. provides investment advisory and financial planning services to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation focused approach with tax-aware implementation and manages multiple private equity and hedge funds as a fund-of-funds manager.

Bradley Levin is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. His prior roles include positions at M. S. Howells & Co., Legacy Wealth Partners, Triad Advisors, and Commonwealth Financial Network. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that integrates active and passive strategies within an enhanced open architecture framework and offers a range of specialized services including portfolio management, financial counseling, and fiduciary consulting.

Kaevaan Mackay is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Churchill Management Group and Vita CSUN. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach emphasizing tax- and fee-sensitivity within an enhanced open architecture framework that combines active and passive strategies across various asset classes.