David Gallacher is a CFA charterholder with 14 years of experience in the financial industry. He has worked at William Blair since 2021 and previously spent six years at Cyrus J. Lawrence LLC. Based in Los Angeles, CA, he holds Series 63 and Series 66 licenses. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, including high-net-worth clients, as well as foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Sean Rodriguez is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Valic Financial Advisors since 2011 and also works with Agia in a non-securities insurance capacity. 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and providing various overlay options for portfolio customization.

Anna Crabs is a Series 66-licensed financial advisor at Lido in Los Angeles, CA, with two years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Equitable Financial Life Insurance. 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 that combines traditional and alternative investments, including tactical option strategies, and is active in sub-advisory roles for investment funds.

Paul Leach is a CFP®-designated financial advisor at Rockefeller Financial LLC with 18 years of industry experience. He previously worked at Bank of America and Merrill from 2009 to 2023 before joining Rockefeller Financial. Outside of his advisory role, he is the founder of Surf 4 Kidz, a charity surf camp supporting a nonprofit that trains and places at-risk military veterans in welding jobs. 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, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Hwa Jin Kim is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His career includes roles at The Leaders Group Inc, Ameritas Advisory Services, and The Prudential Insurance Company of America. Outside of advising, he serves as Executive Vice President of Sales at EMP Financial Network. TLG Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, and offers portfolio management, comprehensive financial planning, and fiduciary services for ERISA-qualified retirement plans.

Benjamin Samoylov is a CFA® charterholder with two years of industry experience, currently advising clients at Lido. His prior roles include positions at Exchange Capital Management Inc, the Mitchell Family Office, and McQueen Financial Advisors. Lido serves a diverse client base, including high-net-worth individuals, family offices, and institutional clients, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that utilizes a broad range of asset classes and tactical strategies, and it is notable for its active sub-advisory role and extensive affiliated capabilities.

Derek Tam is a CFP® with 19 years of industry experience, currently affiliated with Lido Advisors, LLC since 2023. He previously worked at SVB Financial Group, Boston Private Wealth LLC, Banyan Partners, LLC, Silver Bridge, and H&S Financial Advisors LLC. Outside of his advisory role, he is a co-owner and finance board member of Hapa Brewing Company in San Jose, California. Lido Advisors serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering investment management, financial planning, and comprehensive wealth services. The firm employs an integrated wealth-management approach with tactical option strategies and operates through a network of affiliated entities, overseeing approximately $42.5 billion in assets.

Carol Lens is a CFP® professional with 15 years of industry experience, currently serving at Lido Advisors, LLC since 2025. Her prior roles include positions at Olympus Wealth Management, Qualtrics, J.P. Morgan Securities, Morgan Stanley, and Merrill. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that incorporates tactical and defined-risk option strategies and maintains a notable presence as a sub-adviser to several investment funds.

Sebastian Garcia Cornejo is a Series 66 designated financial advisor at Citigroup Global Markets with four years of industry experience. He has held prior roles at RBC Capital Markets and served in various positions at the University of California, San Diego. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale alongside unique market roles such as operating as a swap dealer and futures commission merchant.

Richard Singer is a financial advisor with SB Capital Management, Inc. and holds a Series 65 designation. He has 22 years of industry experience, including 23 years at SB Capital Management and most recently joining Mercer Global Advisors Inc. in 2025. SB Capital Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation oriented approach with a focus on portfolio structure and tax-aware implementation, managing discretionary accounts and private equity and hedge fund vehicles.

Jenny Dudrey is a financial advisor at Lido with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Platte River Wealth Advisors, Wells Fargo Clearing, Wells Fargo Advisors, Ameriprise, and Morgan Stanley. Outside of her advisory role, she is a certified notary public in Colorado. Lido serves a diverse client base that includes high-net-worth individuals, family offices, trusts, charitable organizations, and pension plans. The firm employs an integrated wealth-management approach with a focus on tactical and defined-risk option strategies, and it is notable for its roles as a sub-adviser to ETFs and its extensive affiliated capabilities.

Samuel Richman is a financial advisor at Lido with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at IFM (US) Securities, Earnest Research, Morgan Stanley Smith Barney, and Bernstein Private Wealth Management. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach that balances a range of asset classes and utilizes tactical and defined-risk option strategies, delivering services through multiple affiliated entities and investment vehicles.

Jonathan Gonshor is a financial advisor at Oppenheimer with 12 years of industry experience. He holds a Series 63 designation and has been with Oppenheimer since 2014. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers various programs that include asset management, consulting, and retirement services, managing both discretionary and non-discretionary portfolios across equity, balanced, and fixed-income strategies.

Anna Tosunyan is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, California, holding Series 63 and Series 66 licenses and having nine years of industry experience. She has worked at various branches of HSBC since 2013. Outside of her advisory role, she serves as a caregiver for her mother. HSBC Securities (USA) Inc. offers managed account programs to a variety of clients, including individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation with risk-profile-driven models and uses both discretionary and client-directed program types.

William Blase is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at The Colony Group, Citigroup Global Markets Inc., Bank of America, Merrill, Raymond James & Associates, and Deutsche Bank Securities Inc. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and corporate and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that blends active and passive strategies, third-party managers, and private funds.

Andrew Horowitz is a financial advisor with Rockefeller Financial LLC in Los Angeles, CA, holding a Series 63 license and bringing 30 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley Private Bank. Outside of advising, he is involved as a general partner in family-related philanthropic investment partnerships supporting the New West Symphony and the University of Southern California. 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 a range of portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing access to securities transactions, insurance products, placement, and investment banking.

Juan Wilson is a financial advisor with Citigroup Global Markets, holding a Series 66 license and has two years of industry experience. His career includes roles at Citi Private Bank and Aflac, as well as academic positions at the University of Southern California and several high schools. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Peter Lin is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the ChFC® designation along with Series 65 and Series 66 licenses. He has nine years of industry experience, including prior roles at Oakwood Capital Management LLC, Investcloud, and Snowden Capital Advisors. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, employing a diversified investment approach that combines passive and active strategies overseen by an internal Investment Committee.

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 as a financial advisor at Lido. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2023. Outside of advisory work, he is the sole proprietor of Samurai Race LLC, a recreation business. Lido provides investment management, financial planning, and family office services to a diverse client base including high-net-worth individuals, family offices, and institutional investors. The firm employs an integrated wealth-management approach and is active as a sub-adviser to various funds, combining traditional advisory services with extensive affiliated capabilities.