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.

Johnny Chuchen is a financial advisor at Integrated Wealth Concepts LLC with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previously served in advisory roles at Laurel Wealth Advisors and Ivernia Capital, where he is also a managing partner focused on advising high-net-worth clients on long-term wealth planning. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, combining enterprise scale with a range of model and wrap-fee options and employing primarily long-term investment strategies alongside shorter-term adjustments.

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.

Mona Arabshahi is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds a Series 66 designation and has worked at several firms including Wells Fargo, UnionBanc Investment Services, and U.S. Bank. 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 integrates multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Charles Faulhaber is a financial advisor at Lido with 19 years of industry experience. He holds the CFP® and ChFC® designations as well as a Series 63 license. Prior to joining Lido, he worked at Northwestern Mutual Investment Management for 14 years and has held roles at several wealth management firms including Lord and Richards and AE Wealth Management. 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 services including investment management, financial planning, family office services, and retirement and estate planning, with a focus on diversification across various asset classes and options-based strategies.

Michael Mcmullin is a financial advisor with Lido in Los Angeles, CA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm provides investment management, financial planning, family office services, and retirement and estate planning through an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Arya Naim is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 12 years of industry experience. Prior to joining Citigroup in 2025, Arya worked at Morgan Stanley and Morgan Stanley Private Bank for a combined 10 years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and leverages internal oversight and large-scale institutional resources to deliver customized solutions.