Souheir Alrachid is a financial advisor at Eagle Strategies (NY Life) with 17 years of industry experience and holds a Series 66 designation. She has worked previously at AXA Advisors and Farmers Financial Solutions. Alrachid serves as a board member for the Baccash Family Foundation, which provides grants to healthcare and community organizations. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Alexander Gordon is a financial advisor with Mesirow Financial Investment Management, Inc. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at LPL Financial, Brown Wealth Management, Dowling & Yahnke, and eMoney Advisor. Mesirow Financial Investment Management’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, institutional clients, and government entities. The firm utilizes a combination of third-party managers and proprietary private investment products, with a focus on diversified asset allocation and due diligence across various investment types.

Toan Thai is a financial advisor with Eagle Strategies (NY Life) in Rosemead, CA, holding the ChFC® and Series 63 designations and bringing 18 years of industry experience. He has been affiliated with Eagle Strategies since 2023 and has prior experience with Nylife Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse group of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working extensively with institutional sponsors and retirement investors.

Daniel Chesler is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade, Charles Schwab Bank, and New England Securities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and selected Charles Schwab & Co.-referred clients. The firm’s approach is based on standard asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Louis Kim is a financial advisor at Lido with one year of industry experience and holds a Series 66 designation. He previously worked at MKL Capital Management LLC, Paceline Partners, The Leaders Group Inc, and Gideon. Outside of his advisory role, he is the managing member of Big D Hotel, LLC, an investment vehicle related to a hotel in Dallas, Texas. Lido serves a wide range of clients 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 tactical and defined-risk option strategies and acts as a sub-adviser to various investment funds, supported by affiliated entities providing trust, tax, insurance, and brokerage services.

Phong Luu is a CFA® charterholder with four years of experience at Cerity Partners LLC and sixteen years prior at Covington Capital Management. He is based in Los Angeles, CA. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, institutions, and private funds, and offers customized wealth management services such as investment management, financial planning, and tax services. The firm employs a client-specific investment framework that integrates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

David Hou is a financial advisor at MAI Capital Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Evoke Wealth, LLC, First Republic Investment Management, Inc., Luminous Capital, LLC, and Merrill. MAI Capital Management, LLC provides investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies using various investment vehicles while integrating financial planning and tax services.

Warren Sypinero is a CFP® and CFA® with 15 years of industry experience, currently serving at First Citizens Investor Services, Inc. in Beverly Hills, CA. His career includes roles at Fidelity Brokerage Services LLC, Union Bank, TIAA, and TIAA-CREF. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes IAR-led assessments and applies fundamental, quantitative, and technical analysis across a range of investment products including equities, fixed income, mutual funds, and ETFs.

Maher Askary is a financial advisor at Lido with a Series 65 credential and experience at firms including Envision Capital Group, Partners Capital Group, and AD Asset Management. He has served as managing director of an investment fund for commercial real estate that is currently closing. Lido provides investment management and wealth-planning services to a diverse client base, including high-net-worth individuals, family offices, and institutional investors. The firm uses an integrated wealth-management approach that includes tactical option strategies and active sub-advisory roles, supported by a broad network of affiliated entities.

Warren Johnson is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Citigroup Global Markets serves individual and institutional clients across various 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 operates with large institutional scale and unique market roles.

Adam Castillo is a financial advisor at Lido with the Series 66 designation and four years of industry experience. Prior to joining Lido in 2022, he worked at LPL Financial and has experience with Mondelez International and California State University of San Marcos. He was also involved with the North County Basketball Officials Association from 2018 to 2020. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional clients, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with a range of asset allocations and tactical option strategies, and is known for its active sub-advisory roles and affiliated capabilities in trust, tax, and brokerage services.

Jeffrey Kaufmann is a financial advisor at Lido with 19 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Boston Private Wealth, SVB Wealth, Banyan Partners, 15430 Endeavour Drive, Inc., and UBS Financial Services. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and corporations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with a range of investment strategies and maintains active roles in sub-advisory and investment-company services.

Louis Flamino is a financial advisor at Lido with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Lido Advisors, LLC since 2016 and at Lido IDB Wealth, LLC since 2024. Flamino performs services for both entities under a services agreement, though he is employed and compensated by Lido Advisors, LLC. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering integrated wealth management, financial planning, and family office services. The firm employs a tactical investment approach that includes options strategies and manages approximately $42.5 billion in assets across discretionary accounts, sub-advisers, and affiliated private funds.

Kevin O’Regan is a CFP® credentialed financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 19 years of industry experience. He has previously worked at Blackstone Advisory Partners L.P. and The Blackstone Group, and has been with Kayne Anderson Rudnick since 2019. He also holds Series 63 and Series 66 licenses. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, family offices, and high-net-worth individuals. The firm focuses on fundamental, company-level research and incorporates proprietary governance and sustainability assessments in its portfolio construction, managing a range of active equity and fixed-income strategies.

Samuel Melchiorre is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and seven years of industry experience. He has been with City National Rochdale since 2018 and worked at PFM Asset Management from 2016 to 2018. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, nonprofit organizations, and government entities. The firm employs an active, multi-strategy investment approach that integrates quantitative screening, fundamental analysis, and proprietary tools to create tailored portfolios across various asset classes.

David Sadkin is a financial advisor at Hightower Advisors with 20 years of industry experience and holds a Series 66 designation. He previously worked with Bel Air Investment Advisors and Bel Air Securities LLC for 15 years and was a partner at Bel Air Management Company LLC. Sadkin serves on the finance and investment committees of The Buckley School and Temple Israel of Hollywood, as well as the investment committee of Cedars Sinai Medical Center. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research in its portfolio construction.

Dylan Fagundes is a financial advisor at Lido in Los Angeles, CA, holding a Series 65 designation. He has previously worked at Pacific Premier Trust, Kroenke Sports & Entertainment, and Jacquard Hotel. His career also includes experience at Malm and Fagundes LLP and other diverse roles prior to entering the financial services industry. Lido serves a broad client base, including high-net-worth individuals, family offices, charitable organizations, and pension plans, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach featuring tactical and defined-risk option strategies and maintains a notable role as a sub-adviser to various investment funds.

Jessica Prunty is a financial advisor at TIAA-CREF with 20 years of industry experience. She holds the Series 66 designation and has been with TIAA-CREF since 2011. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios.

Kang Lee is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked at several firms, including JP Morgan Chase Bank, N.A., J.P. Morgan Securities, First Republic Securities Company, LLC, and Miramontes Capital. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program and Managed Account program, alongside commission-based brokerage and other non-discretionary services.

Jacob Eggett is a CFP® professional with 20 years of experience in the financial services industry. He is currently an advisor at Lido Advisors, LLC, where he has worked since 2025. His prior experience includes roles at Copperwynd Financial, LLC, TD Ameritrade, Inc., and Fidelity. Outside of his advisory work, he is a trustee of a family trust connected to an online food blog. Lido serves a diverse client base that includes high-net-worth individuals, family offices, trusts, charitable organizations, and institutional clients. The firm offers integrated wealth management through a mix of traditional and alternative investments, tactical option strategies, and a network of affiliated entities providing trust, tax, insurance, and brokerage services.