Matthew Meenan is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and corporations, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with active sub-advisory roles and a broad range of affiliated capabilities.

John Usry is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding Series 63 and Series 66 licenses and three years of industry experience. He previously spent 19 years at Aflac before joining New York Life and its affiliated firms. Outside of finance, he is active as a jazz saxophonist. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers customized advice through various program types, emphasizing non-discretionary asset management and working within an integrated New York Life affiliate structure.

Corrina Olson is a CFP® professional with nine years of experience in the financial industry, currently serving at Lido Advisors, LLC since 2025. Her prior roles include positions at Copperwynd Financial, The Vanguard Group, Inc., and Grand Canyon University. She is also licensed as an Independent Insurance Agent in Arizona and Utah, though she dedicates minimal time to this activity. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and institutional clients, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical asset allocation and options strategies, and is notable for its active sub-advisory role and affiliated capabilities such as in-house trust companies and tax services.

Elizabeth Miller is a financial advisor at Hightower Advisors with eight years of industry experience. She holds the Series 65 credential and has worked at Hightower since 2021, following five years at Bel Air. Based in Los Angeles, CA, she focuses on providing investment advisory services. Hightower Advisors delivers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a range of investment vehicles.

Ryan Wehr is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has been with Valic Financial Advisors since 2003 and is also involved with Agia, providing non-securities insurance products. Wehr is the owner of Wehr-Living, LLC, a company that rents semi-portable homes in areas with housing needs. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jennifer Mason is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and three years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Bank, accumulating over a decade of experience in financial services. Outside of her advisory role, Mason is involved as an independent business owner for Amway, focusing on retail sales of health, home, and beauty products. 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 offers portfolio management, financial planning, consulting, and operates as a registered broker-dealer, providing a range of investment and banking services through a Private Advisor model and consolidated investment platform.

Charleger Santiago is a financial advisor with Eagle Strategies (New York Life) based in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2006. Santiago serves as a board member for Community First Fund. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and offers a range of advisory programs, primarily managing assets on a non-discretionary basis.

Steven Simon is a financial advisor with Equity Services, Inc. in Beverly Hills, CA, holding the ChFC® and Series 63 designations and bringing 44 years of industry experience. He has been associated with Equity Services, Inc. since 1995 and with National Life Group since 1997. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and utilizes third-party asset managers and model portfolios.

Ricardo Ramirez is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds Series 63 and Series 65 licenses and has six years of industry experience. Ramirez has worked with Monarch Grove Wealth Strategies & Insurance Solutions LLC and RMR Insurance Solutions & Wealth Strategies, which he owns, brokering non-registered insurance products alongside his advisory role. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple programs and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Shawn Moran is a Series 65-licensed financial advisor with 11 years of industry experience. He has worked at Lido Advisors, LLC since 2020 and previously spent seven years at Crawford Investment Counsel. Based in Los Angeles, CA, Moran is currently affiliated with Lido, an enterprise firm. Lido serves a diverse client base including high-net-worth and ultra-high-net-worth individuals, family offices, trusts, charitable organizations, corporations, pension and profit-sharing plans, and pooled investment vehicles. The firm offers investment management, financial planning, and family office services, employing an integrated wealth-management approach that utilizes a broad range of asset classes and tactical option strategies, and maintains active roles as a sub-adviser to ETFs and other investment funds.

Benjamin Corser is a CFA® charterholder at Kayne Anderson Rudnick Investment Management, LLC, with nine years of industry experience starting in 2017. He has worked exclusively at Kayne Anderson Rudnick since his career began, following a brief period outside the industry. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, insurers, banks, family offices, endowments, registered investment advisers, and high-net-worth individuals. The firm emphasizes fundamental, company-level research and incorporates proprietary governance and sustainability assessments into its investment process across a range of equity and fixed-income strategies.

Michael Davis is a CFP® professional at Lido with two years of industry experience. Prior to joining Lido Advisors, LLC, he worked at Pure Financial Advisors and GoSite. He holds a background that includes roles at San Diego State University and St. Vincent de Paul High School. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, estates, and institutional clients. The firm employs an integrated wealth-management approach featuring tactical and defined-risk option strategies, and offers extensive affiliated services including trust, tax, insurance, and brokerage through its network.

Michael Karsa is a financial advisor at Lido with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Lido Advisors, LLC since 2015, previously serving at McAdam LLC and VOYA Financial Advisors, Inc. He is the owner of several holding companies related to private investments in areas such as online retail, restaurants, and cryptocurrency. Lido advises a broad range of clients including high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach combining equities, fixed income, alternatives, and defined-risk option strategies, and offers investment management, financial planning, and family office services alongside affiliated trust, tax, insurance, and brokerage capabilities.

Nils Dillon is a financial advisor at Lido with 14 years of industry experience. He holds the Series 65 designation and previously worked at Heck Capital Advisors for 13 years and Pegasus Partners for one year. He is based in Los Angeles, CA. Lido serves a diverse client base that includes high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm uses an integrated wealth-management approach balancing asset allocation across various asset classes and employs tactical and defined-risk option strategies, while providing a wide range of financial services including investment management, financial planning, and family office solutions.

Jessica Vongsaphay is a Series 65-licensed advisor at Lido with two years of industry experience. She previously worked at Sequoia Financial Group, LLC for seven years and was affiliated with the University of Akron for four years. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutions, offering investment management, financial planning, and family office services. The firm uses an integrated wealth-management approach with tactical and defined-risk option strategies and is notable for its active sub-advisory roles and extensive affiliated capabilities.

Michael Reed is a financial advisor with GWN Securities Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining GWN Securities, Reed worked in various roles including application development for LA County Probation and positions in technology and agricultural sectors. He is also involved as an associate with LA Pension Planners and in life and health insurance sales. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and offers a range of managed-account programs that include both traditional asset allocation and legacy market-timing strategies.

John Baxter is a ChFC® with 38 years of industry experience. He is currently with TLG Advisors, Inc. and has worked at The Leaders Group, Inc. since 2007. He also owns and operates John Baxter Insurance & Financial Services, where he manages life, disability, long-term care, and employee benefit accounts. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring to build diversified portfolios, providing investment supervisory services, portfolio management, and fiduciary services through a network of independent advisors and sub-advisors.

Samuel Waltman is a CFA® charterholder with 20 years of industry experience. He has been with Kayne Anderson Rudnick Investment Management, LLC since 2016. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, insurers, banks, family offices, endowments, registered investment advisers, and high-net-worth individuals. The firm emphasizes fundamental company-level research and incorporates proprietary governance and sustainability assessments into its investment process.

Ashley Calderon is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Merrill for seven years before joining Rockefeller Financial in 2019. Since 2024, she has also been affiliated with ROCKEFELLER Capital Management. 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 offers portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer providing securities transactions, insurance products, and investment banking services.

Carina Berlin is a CFP® and holds a Series 65 license, with 10 years of industry experience. She currently works at Kayne Anderson Rudnick Investment Management, LLC, where she has been since 2022. Prior to that, she was employed at Capital Group Private Client Services, Inc. and Capital Bank and Trust Company. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, registered investment advisers, pension plans, and individuals. The firm emphasizes fundamental, quality-oriented equity research and offers a range of strategies across market capitalizations and sectors, combining institutional-scale sub-advisory capabilities with a Wealth Advisory division.