Drew Morwood is a financial advisor at Hightower Advisors in Los Angeles, California, holding Series 63 and Series 65 credentials with four years of industry experience. His prior work includes roles at TD Ameritrade and Cetera Financial Group, as well as experience associated with Baylor University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a manager selection approach and multi-manager solutions that incorporate both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, with capabilities that include access to pooled vehicles, private funds, and strategies addressing international exposure and tax management.

Jason Koo is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Company, Eagle Strategies, and New York Life Insurance Company. Outside of his advisory role, he serves on the Board of Advisors for the nonprofit organization WonderSeed. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing proprietary and third-party investment strategies across various account types.

Tiffany Cohen is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citibank since 2015. Based in Beverly Hills, CA, her career has been focused within the Citigroup organization. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm uses a multi-asset, multi-manager investment approach supported by internal oversight and provides tailored solutions including discretionary and non-discretionary strategies.

Erik Oros is a financial advisor at TLG Advisors, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at firms including The Leaders Group Inc and Actinium Capital LP. Oros serves as Chief Investment Officer at Gideon Strategic Partners LLC, where he is involved in investment management and sales. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves a diverse client base including individuals, retirement plans, trusts, and institutional investors. The firm combines fundamental research and Modern Portfolio Theory in its portfolio construction and offers services ranging from comprehensive financial planning to ERISA fiduciary oversight.

Joseph Crowley is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He has worked at Exchange Capital Management for nine years, Blue Jays for two years, and is currently with Lido Advisors, LLC. Crowley holds a shareholder role in Exchange Capital Management, overseeing the termination of operations. 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 estate planning using an integrated wealth management approach that includes diversified asset classes and options-based strategies.

Quinn Boortz is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. Prior to joining Citigroup in 2022, Boortz worked at CBRE Investment Management, Starwood Capital Group, and Ernst & Young. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research, derivatives services, and bespoke solutions for high-net-worth clients.

John Woo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has held roles with World System Builders, Worldwide Legacy Builder, and the National Association of Registered Social Security Analysts. Additionally, he serves as an instructor at the Heartland Institute of Financial Education’s College Planning Program, where he provides coaching on college financial planning. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a diverse client base including individual investors, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver its advisory services through a large network of advisors and multiple program platforms.

Jason Baldridge is a financial advisor at Lido with a Series 65 designation and four years of industry experience. He has been with Lido Advisors, LLC since 2021. Prior to that, he held positions at OluKai and Boston College. 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 with diversified investment strategies, including options-based approaches, and frequently serves registered investment companies and pooled strategies through affiliated entities.

Andrew Stewart is a CFA® charterholder with seven years of experience in the financial industry. He currently works at Lido Advisors, LLC and was previously with Exchange Capital Management, Inc. Outside of his advisory role, he serves on the finance committee of St. John’s Episcopal Church and is a member of the Markets Group Private Wealth Advisory Board. He is also involved in community service as a board member of the Huntington Woods Men’s Club and volunteers with the CFA Society Detroit. 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 focused on diversification and options-based strategies, managing assets on a discretionary basis while utilizing third-party managers and sub-advisers when appropriate.

Hasan Shirazi is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds a Series 66 designation and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, execution, and custody services. Citigroup Global Markets combines large institutional scale with specialized market roles, providing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Jeffrey Christie is a financial advisor at Lido with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Investment Security Corporation, Ken Stern & Associates, and Asset Planning Solutions, Inc. He maintains a valid California life insurance license, though he is not actively engaged in insurance business. Lido serves high-net-worth and ultra-high-net-worth clients, family offices, trusts, and other entities with integrated wealth management services that include investment management, financial planning, and estate planning. The firm employs a diversified investment approach and offers options-based strategies while managing assets on a discretionary basis and utilizing third-party managers and sub-advisers as appropriate.

Neil Martin is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, JM Construction Services US, the Federal Aviation Administration, and Borbon, Inc. Martin is based in Los Angeles, CA. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Melinda Mchugh is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Lido Advisors, LLC since 2019. Prior to joining Lido, she worked for 11 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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 diversification across multiple asset classes and implements options-based strategies, typically managing assets on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

David Kalata is a Series 66-licensed advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, where he has worked since 2007. He has 22 years of industry experience. HSBC Securities (USA) Inc. offers managed account programs to a broad client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm employs a model-based investment approach with both discretionary and client-directed portfolios, supported by affiliated and third-party providers for advisory, fund selection, and custody services.

Barbara Lommen is a CFP® and Series 65 credentialed advisor at Lido with 10 years of industry experience. She worked at Colorado Financial Management, LLC from 2015 to 2023 before joining Lido Advisors, LLC. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and charitable organizations by providing investment management, financial planning, family office services, and retirement and estate planning. The firm employs a diversified investment approach that includes equities, fixed income, structured notes, real estate debt, and alternatives, often utilizing options-based strategies and third-party asset managers.

Benjamin Klaus is a financial advisor at Lido with a Series 65 credential and one year of industry experience. Prior to joining Lido, he worked in various roles including landscaping, painting, and valet services, in addition to completing his education as a full-time student. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, and institutional clients by providing investment management, financial planning, and family office services. The firm employs an integrated wealth management approach that includes diversification across multiple asset classes and implements options-based strategies both in client accounts and pooled vehicles.

Imran Faruqui is a CFP® professional affiliated with Citigroup Global Markets, with 11 years of experience in the financial industry. His career includes roles at Wells Fargo and JPMorgan prior to joining Citigroup in 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Stepan Ghukasyan is a CFP® credentialed financial advisor at Citigroup Global Markets with one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Citi Bank. Citigroup Global Markets serves individual and institutional clients across a range of wealth management segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research, derivatives and futures services, and bespoke solutions for very large clients.

Angel Matos is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Citigroup, Wells Fargo, and JPMorgan Securities. In addition to his advisory work, he is also an insurance agent appointed with Bankers Life and Casualty Company, writing Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis.

Rebecca Rang is a financial advisor at Lido with five years of industry experience. She holds a Series 65 designation. Her prior roles include positions at Avitas Wealth Management LLC, Sunset West Advisors, and BNG, Inc. 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 with an integrated wealth management approach that uses diversification and options-based strategies.