Anna Tosunyan is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. She has been with HSBC since 2017, having held multiple positions within the HSBC organization. Outside of her advisory role, she serves as a caregiver for her mother, dedicating time to assist with daily living activities. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides both discretionary and non-discretionary investment solutions, utilizing a risk-profile-based asset allocation process supported by HSBC Global Asset Management and affiliated third-party providers.

William Blase is a financial advisor with Focus Partners Wealth, LLC, holding the ChFC® designation and Series 66 license, and has 10 years of industry experience. His prior roles include positions at The Colony Group, LLC, Citigroup Global Markets Inc., Bank of America, Merrill, and Raymond James & Associates. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach with an enhanced open architecture, integrating multiple asset classes and utilizing both discretionary and nondiscretionary advice across managed and held-away accounts.

Andrew Horowitz is a financial advisor with Rockefeller Financial LLC in Los Angeles, CA, holding a Series 63 designation and bringing 30 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. Outside of his advisory work, he is involved in family charitable partnerships supporting the New West Symphony and the University of Southern California. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through a comprehensive advisory platform.

Juan Wilson is a financial advisor with Citigroup Global Markets, holding a Series 66 license and has two years of industry experience. His career includes roles at Citi Private Bank and Aflac, as well as academic positions at the University of Southern California and several high schools. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

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 experience in the industry, with prior roles at Oakwood Capital Management LLC, Investcloud, and Snowden Capital Advisors. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active management, 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 at Lido Advisors, LLC since 2023. Prior to joining Lido, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2023. Outside of his advisory role, he is the sole proprietor of Samurai Race LLC, a recreation business based in New Jersey. 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 across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and often utilizing third-party managers and sub-advisers.

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 eight years at Fidelity Investments. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, providing investment management, financial planning, and family office services. The firm employs an integrated wealth management approach with diversified strategies across multiple asset classes and implements options-based strategies both directly and through pooled vehicles.

Amit Josef is a financial advisor at Lido with 12 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Lido in 2025, he worked at Avitas Wealth Management for seven years and UBS Financial Services for four 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 employs an integrated wealth management approach, offering investment management, financial planning, family office services, and estate planning, with a focus on diversification and options-based strategies.

Robert Pessell is a CFP® with 40 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory, where he has worked since 2016. His prior experience includes long-term roles with Kestra Investment Services, Pacific Mutual, and Financial Management Services, Inc. He is also the sole owner and president of Pessell Financial & Insurance Services, Inc., and serves on the management committee of FMS Financial Partners, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary services, plan design and compliance, employee education, and access to multiple management platforms and third-party solutions, managing approximately $79.8 billion in assets.

Grace Lee is a financial advisor with Eagle Strategies (New York Life) based in Los Angeles, CA, holding Series 63 and Series 66 designations and three years of industry experience. She previously worked for Franklin Templeton for 17 years and maintains an investment role as a passive investor in private companies through AGO Special Situations LP. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client and Plan Sponsor objectives, managing a majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Daniel Kim is a CFP® with four years of industry experience, currently serving as a financial advisor at Hightower Advisors in Los Angeles, CA. His prior experience includes roles at Kovitz Investment Group Partners, Connectus Wealth, Lido Advisors, Ritholtz Wealth Management, and Signature Estate & Investment Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and customized portfolio solutions.

Reginne Arevalo is a financial advisor with Schwab Wealth Advisory in Los Angeles, CA, holding a Series 66 credential and six years of industry experience. Her prior roles include positions at Goldman Sachs Ayco, Fidelity Investments, Bank of America, and Merrill Lynch. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering investment recommendations and financial planning services using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on client-directed trading and annual account reviews without discretionary trading authority.

Allison Arvold is a financial advisor at Lido with two years of industry experience holding a Series 65 designation. Her prior roles include positions at Portside Investment Advisors, Lincoln Financial Group, Bank of America, and community involvement with Neighborhood House Community Center. Lido serves high-net-worth and ultra-high-net-worth clients, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers investment management, financial planning, and family office services through an integrated wealth management approach that emphasizes diversification and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Simon Woo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Transamerica, he worked at Tickpick and eBay and has experience selling sports cards on eBay as a personal venture. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm provides discretionary and non-discretionary investment options and supports plan clients with affiliated retirement and recordkeeping entities.

Charles Claver is a financial advisor with OSAIC Institutions, Inc. in Beverly Hills, CA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at Infinex Investments, Inc. since 2017 and First Brokerage America LLC from 2016 to 2017, alongside a decade-long role at First Bank. Outside of his advisory work, he is an owner and investor in Aunt Eleanor's, a delicatessen restaurant launching in mid-2025. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with significant discretionary and non-discretionary assets under management.

Arman Vafi is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 designations and seven years of industry experience. His career includes roles at Pacific Summit Financial Inc. and self-employment through Legacy Financial. Outside of advising, he has been involved in real estate sales and insurance-related activities. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering a range of participant investment options. The firm’s investment approach centers on a top-down strategic asset allocation framework and risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Jamshid Seleh is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 credential and three years of industry experience. His prior work includes roles at Transamerica Financial Advisors, Inc. and WFGIA. Outside of advising, he works as a real estate agent with Keller Williams Realty and provides caregiving services for his mother. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that serves mass-affluent and high-net-worth individuals through discretionary portfolio management and retirement consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations aligned with client goals and risk tolerances.

Marisela Gonzalez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Citigroup since 2009. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.