Justin Hackman is a CFP® and holds a Series 66 license with three years of industry experience. He currently works at Lido Advisors, LLC and has previously been employed by Ameriprise, U.S. Bank, Stillwater Investment Management, and Goff Investment Group. Outside of finance, he has experience working at Oak Glen Golf Course and Landscapes Unlimited. Lido Advisors serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and institutional investors. The firm offers integrated wealth management with a range of investment strategies and affiliated services such as trust, tax, insurance, and brokerage.

Wesley Yamada is a financial advisor at Lido with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fountainhead Capital Management, MML Investors Services, U.S. Bancorp Advisors, and MassMutual Life Insurance Company, where he remains active as an individual agent selling and managing life insurance. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with a focus on tactical and defined-risk option strategies and maintains active roles in sub-advisory and investment-company management.

Irwin Mazur is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2005, following five years at Morgan Stanley Dw Inc. He serves as a trustee of his personal trust. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches.

Justin Brennan is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, with 10 years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Capital Group Private Client Services in 2021, he worked at Capital Bank and Trust Company from 2016 to 2021. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach called the “Capital System” that emphasizes fundamental research and long-term investing. The firm offers access to separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Joseph Warsavsky is a financial advisor at MAI Capital Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Evoke Advisors and Crescent Bay Advisors, Inc. He is based in Los Angeles, CA. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into many client relationships.

Darell Krasnoff is a financial advisor at MAI Capital Management, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Evoke Advisors, Bel Air Securities LLC, and Bel Air Investment Advisors LLC. Krasnoff serves on the boards of College Track, the Music Center Foundation, and Los Angeles Team Mentoring. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and integrates financial planning and tax services into many client relationships.

Ann Tung is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2017. Citigroup Global Markets serves individual and institutional clients across various segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale combined with unique market roles, including swap dealer and futures commission merchant functions.

Damien Bisserier is a financial advisor at MAI Capital Management, LLC with 11 years of industry experience. He holds a Series 65 credential and previously worked at Evoke Advisors and Advanced Research Investment Solutions, LLC. He also participates as a member of the Product Advisory Committee for Wealthsimple Financial Corporation. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio strategies and serves both product-sponsor and advisory roles, managing a range of investments including a registered mutual fund and numerous private funds.

Alex Shahidi is a financial advisor at MAI Capital Management, LLC with 27 years of industry experience. He holds the CFP®, CFA®, ChFC®, and Series 66 designations. His prior experience includes roles at Merrill and Advanced Research Investment Solutions, Llc. He serves as a client advisory board member for Bridgewater Associates. MAI Capital Management provides investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, and institutional clients. The firm offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory roles, managing significant assets and affiliated investment vehicles.

Mark Bergsohn is a CFP®, CFA®, and holds a Series 65 license with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and InterOcean Capital Group, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory services, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive portfolio approach using a combination of active and passive strategies, third-party managers, and private funds.

Rosemarie Robinson is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Kestra Advisory since 2019 and has worked with Kestra Investment Services, LLC since 2006. Outside of her advisory role, she is involved in insurance through Roth & Robinson Insurance Services Inc. and serves as trustee for the Terrence & Rosemarie Robinson Trust. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party solutions within its supervisory framework.

Joan Holmes is a financial advisor with CWM, LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. Her career includes roles at Cetera Wealth Services, LPL Financial, Applied Financial Planning, and Girard Securities. She also serves as a notary public, providing complimentary notary services to clients when needed. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm offers services including discretionary asset management, financial planning, and retirement plan solutions, with an investment approach guided by an Investment Committee that uses both fundamental and technical analysis to construct and monitor portfolios.

Ana Rosa Jacquez Rodarte is a Series 66-credentialed financial advisor with five years of industry experience. She has worked with Citigroup Global Markets since 2021 and previously held roles at Wells Fargo Bank and Citibank, N.A. in the Los Angeles area. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering diversified investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including in-house research and derivatives trading.

Ricardo Higuchi is a financial advisor at Citigroup Global Markets with 30 years of industry experience. He has been with Citigroup since 2008 and holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and supports large institutional clients with in-house research, derivatives services, and bespoke discretionary solutions.

Maria De La Cadena is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and 23 years of industry experience. She has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including roles as a swap dealer and futures commission merchant.

Caleb Mordue is a financial advisor at Lido with a Series 65 designation and one year of industry experience. Prior to joining Lido, he worked at John Henry Smith Insurance for three years and was employed at the Church of Jesus Christ of Latter Day Saints for two years. He also spent five years in full-time education. Lido serves a diverse range of clients, including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach that balances asset allocation across various asset classes and implements tactical and defined-risk option strategies, including the “Cap and Cushion” approach.

Chad Slaughter is a financial advisor at Lido with 12 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Mercer Global Advisors, Fifth Third Securities, Wells Fargo Clearing, and Ernst & Young Investment Advisers. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that includes tactical option strategies and manages approximately $42.5 billion in assets.

William Russell is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Cornerstone Wealth and Scotia Capital (USA) Inc. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, employing a fundamental, research-driven approach that integrates governance and sustainability assessments across a range of equity and fixed-income strategies.

Akop Kara Simonyan is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has seven years of industry experience. He has been with Citibank since 2014. Outside of his advisory role, he is a member of JT SCOTT LLC, where he manages residential property expenses and rent collection. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs that utilize multi-asset, multi-manager strategies through discretionary and non-discretionary approaches. The firm combines institutional scale with specialized market roles, including in-house research, swap dealing, and futures commission merchant services.

Phuong Thuy Dinh is a financial advisor at MAI Capital Management, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at firms including Evoke Wealth, LLC, First Republic Securities Company, LLC, First Republic Investment Management Inc., and UBS Financial Services Inc. since 2013. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers services such as trust administration and insurance through affiliated entities.