Stephanie Luh is a CFA® charterholder with one year of experience at Kayne Anderson Rudnick Investment Management, LLC. She previously worked at DoubleLine Capital for eight years and spent one year at Levine Leichtman. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a diverse client base, including institutional investors and high-net-worth individuals, utilizing a fundamental research-driven approach that integrates governance and sustainability assessments.

Chad Anderson is a financial advisor at Centaurus Financial, Inc. with seven years of industry experience. He holds the Series 66 designation and has been with Centaurus Financial and Coles Capital Management since 2018. Prior to his advisory roles, he worked outside the financial sector at Corky's Kitchen & Bakery and served at California Polytechnic State University, San Luis Obispo. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and institutions, providing financial planning, portfolio management, retirement-plan consulting, and advisory management of annuity and variable life sub-accounts. The firm employs a combination of fundamental, technical, and top-down analysis across both discretionary and non-discretionary arrangements.

Reiji Kodama is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he held positions at HV Global Group, Inc., Irvine Management Company, and Vistana Vacation Ownership, Inc. His work history also includes six years at Marriott International. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a broad range of investment and consulting services across discretionary and non-discretionary accounts. The firm manages equity, balanced, and fixed-income portfolios with a focus on strategic and tactical asset allocation, while also maintaining custody of client assets as a qualified custodian.

Amir Baker is a financial advisor at Hightower Advisors with a Series 65 credential and one year of industry experience. He previously worked at Tran Capital Management for nine years prior to joining Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager investment approach that includes affiliated and third-party managers, proprietary research, and a variety of portfolio construction options.

David Daughtrey is a financial advisor at Lido with 32 years of industry experience. He holds the CFP® and CFA® designations and has previously worked at Purshe Kaplan Sterling Investments and Copperwynd Financial LLC. In addition to his advisory role, he is an independent insurance agent for various insurance companies. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach with diversification across multiple asset classes and implements options-based strategies in client accounts and pooled vehicles.

Andrea Shieh is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She has prior experience with firms including Boulevard Family Wealth Services, The Leaders Group, Bank of America, and Merrill Lynch. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified portfolios using low-cost ETFs, index funds, and other strategies, alongside educational programming and integrated service platforms.

Zara Guivi is a financial advisor at D.A. Davidson & Co. with 16 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at City National Securities, Unionbanc Investment Services, Perennial Investment Advisors, Perennial Financial & Insurance Services, LLC, and LPL Financial LC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with more than $20 million in net worth.

Kevin Monaco is a financial advisor at William Blair with 32 years of industry experience and holds Series 63 and Series 65 licenses. He previously worked at Dynasty Financial Partners, Oppenheimer, D.A. Davidson & Co., and Wells Fargo Clearing. Based in Los Angeles, CA, he joined William Blair in 2026. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and offers proprietary models and access to private funds through its MB Investments Program.

Heather Wald is a financial advisor at Hightower Advisors with nine years of industry experience. She holds a Series 66 designation and previously worked at Bel Air Securities LLC, Bel Air Investment Advisors LLC, and Bel Air Management Company LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing an advisory model that emphasizes manager selection and multi-manager solutions with access to affiliated and third-party managers.

Tyler Tevich is a financial advisor at Lido with six years of industry experience. He holds a Series 66 designation and previously worked at Northern Trust Bank, Northern Trust Securities, Inc., and The Ayco Company, L.P./Mercer Allied. His background also includes roles related to professional development at the University of Wisconsin-Madison. 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 a range of services including investment management, financial planning, family office services, and retirement and estate planning, employing an integrated wealth management approach that includes diversified asset allocation and options-based strategies.

Ana Viramontes is a financial advisor at Citigroup Global Markets with two years of industry experience. She has been with Citibank since 2014. Ana holds a Series 66 designation and is based in Simi Valley, California. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies and maintains in-house research and security-pricing functions, supporting customized solutions for high-net-worth and institutional clients.

Duy Le is a financial advisor at Lido with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Morgan Stanley and Fountainhead Advisors. 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 estate planning, with a diversified investment approach that incorporates equities, fixed income, structured notes, real estate debt, and alternatives.

Stuart Chaussee is a Series 65-licensed financial advisor with 26 years of industry experience, currently with Lido Advisors, LLC since 2025. He has operated his own firm, Stuart Chausée & Associates, Inc., since 2012, providing subadvisory asset management services to Lido. Chaussee is also a self-employed author of personal finance and investment books since 2002. 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 that includes diversified investments across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Maxwell Luck is a financial advisor at Oppenheimer with four years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Bank and Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory accounts managed on both discretionary and non-discretionary bases.

Erick Newton is a CFP® with 33 years of industry experience. He is currently with Lido Advisors, LLC and has previously worked at Purshe Kaplan Sterling Investments and Copperwynd Financial. Newton has an ownership interest in Project Sandstone LLC, a holding company for shares of company stock and private investments. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, and various institutional clients with investment management, financial planning, and family office services. The firm uses an integrated wealth management approach that includes diversification across multiple asset classes and implements options-based strategies both directly and through pooled vehicles.

Candice Richardson is a CFA® charterholder with six years of experience at Lido Advisors and a total of two years in the financial industry. Her prior roles include positions at Witt O'Brien's, UCLA Luskin Center for Innovation, Milken Institute, University of California, Los Angeles, and Alliance Bernstein. Outside of her advisory work, she has been a dog sitter for Rover in Redondo Beach, CA since 2025. 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 with diversification across various asset classes and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Jason Perez is a financial advisor with Lincoln Investment, holding a Series 66 designation and over 21 years of industry experience. He has worked at Lincoln Investment since 2012 and previously held roles at Capital Analysts Incorporated and Morgan Stanley. Outside of his advisory work, Perez is involved in several ventures, including ownership of an insurance business, a non-medical care service for individuals with disabilities, a co-ownership in a photography and film production company, and managing local pickleball leagues and events. Lincoln Investment serves individuals—including high-net-worth clients—charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a variety of advisory programs that blend in-house and third-party strategies, overseen by an Investment Management & Research team employing both strategic and dynamic approaches.

Stephanie Arkof is a financial advisor at Mercer Global Advisors with 19 years of industry experience and a Series 65 designation. She was previously with SB Capital Management, Inc. for 22 years. SB Capital Management, Inc. provides investment advisory and financial planning services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation oriented approach that emphasizes portfolio structure and tax-aware implementation, managing discretionary accounts and multiple private equity and hedge fund vehicles.

Lawrence Abrahams is a financial advisor at MAI Capital Management, LLC with 28 years of industry experience. He holds a Series 63 designation and previously worked at Crescent Bay Advisors, Inc. and Evoke Advisors. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages over $72 billion in assets and offers a range of customized portfolio strategies supported by in-house managers and third-party sub-advisers.

Luke Bender is a Series 65–licensed financial advisor at Lido with one year of industry experience. Prior to joining Lido Advisors, LLC, he was employed at the Post Investment Group and has worked at Calabasas Country Club. He graduated from the University of Wisconsin, Madison. Lido serves high-net-worth and ultra-high-net-worth clients including individuals, family offices, and charitable organizations. The firm provides investment management, financial planning, and family office services, employing a diversified and options-based investment approach implemented both directly and through pooled vehicles.