Ananya Chandra is a financial advisor at Lido with one year of industry experience. She holds a Series 65 designation and previously worked at Pegasus Partners Ltd for six 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 focused on diversification across multiple asset classes and implements options-based strategies, often managing assets on a discretionary basis and collaborating with third-party managers and sub-advisers.

Tanner Hamilton is a financial advisor at Mariner with 12 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at AdvicePeriod, LLC and Foresters Financial Services, INC. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by an internal research and portfolio management team and provides a range of investment strategies alongside integrated tax and accounting services.

Jerrod Foster is a financial advisor at Lido with CFP®, CFA®, and Series 66 credentials and 10 years of industry experience. His prior roles include positions at Morgan Stanley, Parkside Advisors LLC, and Bank of New York Mellon. In addition to his advisory work, Foster serves as associate faculty at West Valley-Mission Community College District and as adjunct faculty at Contra Costa Community College District. 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 focusing on diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and frequently collaborating with third-party managers and sub-advisers.

Michael Mcglashen is a financial advisor at Savant Wealth Management with 23 years of industry experience. He previously worked at Bucks County Financial Planning Group, Inc. for 11 years and Exencial Wealth Advisors, LLC for 6 years, where he remains an equity partner. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm employs an investment approach that combines evidence-based asset allocation with actively managed strategies, supported by in-house accounting, legal, and trust services.

Stephen Zhou is a financial advisor at Lido with 10 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Fountainhead Capital Management, MML Investors Services, and MassMutual Life Insurance Company. Zhou also operates as an insurance broker, selling life, disability, long-term care insurance, and annuities through various providers. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach emphasizing diversification and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers.

Corey Kelly is a financial advisor at Cresset Asset Management, LLC with a Series 65 designation and two years of industry experience. Prior to joining Cresset in 2023, he held roles at TRUE Capital Management and several companies in the entertainment and consumer goods sectors. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a combination of active and passive strategies across various asset classes.

Audrey Dalsass is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. She currently works at Lido Advisors, LLC and has prior experience at Olympus Wealth Management, LLC. Before entering financial services, she worked at the University of Utah Marriott Library and in grade school education. 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 retirement and estate planning, with a focus on diversification and options-based strategies.

Anita Daguilar is a financial advisor with Oppenheimer in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has been with Oppenheimer since 2013. Outside of her advisory role, she is involved in residential real estate. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation alongside various investment vehicles, with an emphasis on both discretionary and non-discretionary management.

Bryce Bednorz is a financial advisor at Lido with 12 years of industry experience. He holds a Series 65 designation and previously worked for Fountainhead Capital Management for 11 years. Additionally, he is a licensed insurance agent recommending and servicing life and disability insurance policies through Guardian Insurance Company and National Life Group. 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 integrated wealth management, including investment management, financial planning, family office services, and retirement and estate planning, utilizing diversification and options-based strategies across various asset classes.

Stella Shim is a CFP® and ChFC® credentialed financial advisor at Schwab Wealth Advisory with 12 years of industry experience. She has held prior roles at Fidelity Investments, Bank of America, and Merrill. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees for advisory services.

David Masias is a CFP® professional with seven years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Merrill, Wells Fargo Clearing, Madison Partners, and TIAA-CREF. He also works as a financial advisor providing fixed insurance through Wealth Enhancement Group. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies with oversight from an internal Investment Committee.

Ryan Badger is a financial advisor at OSAIC Advisory Services, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked previously at Arbor Point Advisors and Securities America. Badger is a member of the Rotary Club of Thousand Oaks. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Tracy Wright is a financial advisor with Lido in Los Angeles, holding a Series 65 designation. Wright has industry experience beginning in 2022, including roles with Fountainhead Advisors and Lido Advisors, and has backgrounds in community volunteering and operating an organized transitions business. Lido serves high-net-worth individuals, family offices, trusts, and various institutions with investment management, financial planning, and family office services. The firm employs an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies, often managing assets on a discretionary basis and working with third-party managers.

Michael Reid is a CFA® charterholder with 16 years of industry experience. He is currently with Lido Advisors, LLC, where he has worked since 2025, and previously spent 36 years at Exchange Capital Management, Inc. He is involved with Whiskey Lake Partners, LLC, a firm formed to acquire and manage intellectual property rights related to generic top-level domain names. 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 that includes diversification across multiple asset classes and implements options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Andrea Graham is a financial advisor with CWM, LLC and holds a Series 66 designation. She has 24 years of industry experience, including roles at Cetera Wealth Services, LPL Financial, and Applied Financial Planning. In addition to her advisory work, she is licensed as an insurance agent selling life and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools to provide a range of investment and retirement-plan services.

Miles Kilstofte is a financial advisor with PlanMember Securities Corporation, holding a CFP® designation and Series 63 and 65 licenses, with 15 years of industry experience. He has worked at PlanMember since 2011 and also serves as Business Development Manager at Surety Investment Services. Outside of finance, Kilstofte is active as a band member, songwriter, and musician. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary guidance and a range of investment options through its asset allocation portfolios. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios spanning conservative to aggressive strategies.

Gustavo Pires De Oliveira Dias is a financial advisor at IEQ Capital, LLC with eight years of industry experience. He holds a Series 65 designation and has previously worked at Qualcomm Ventures, Kellogg School of Management, Portola Partners Group LLC, and Brownson, Rehmus & Foxworth. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm emphasizes a macroeconomic research-driven investment process and offers a range of services including discretionary SMA management, family-office support, OCIO engagements, and digital asset exposure through Fidelity Digital Asset Services.

Shane Huey is a financial advisor at Hightower Advisors in Los Angeles, holding a Series 65 designation with six years at the firm. He began his career at Hightower Advisors in 2020 following seven years as a student. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers supported by proprietary research and customizable portfolio construction.

Jonathan Straub is a financial advisor at Mariner with 21 years of industry experience. He holds a Series 65 designation and has previously worked at B+ Institutional Services, LLC and AdvicePeriod, LLC. Outside of his advisory role, he is involved with OpenAdvisor Technologies, developing estate planning and legal documentation software, and serves on the advisory board for Wellesley Asset Management, which offers a leveraged convertible bond strategy. Mariner serves a broad range of clients including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm utilizes discretionary, customized portfolios supported by integrated tax and accounting services and offers both traditional and alternative investment strategies.

Joshua Fein is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has operated BSF Advisors since 2012, an independent financial services practice through which he provides investment advice concurrently with his role at Private Advisor Group. Mr. Fein is also a licensed realtor, though he currently does not devote time to real estate activities. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing multiple strategies and third-party platforms to tailor solutions to client objectives and risk tolerances.