Mosi Li is a CFA® charterholder with series 66 and 63 licenses, currently serving as a financial advisor at Citigroup Global Markets in Los Angeles. He has five years of industry experience, including prior roles at Bank of America and Merrill. Outside of his advisory work, he owns and operates Alle James LLC, a retail business selling personal clothing items. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and acting as a security-based swap dealer and futures commission merchant.

Vanessa Sredzinski is a CFP®, ChFC®, and Series 65-licensed advisor with five years of industry experience. She has worked with EP Wealth Advisors since 2024 and previously spent seven years at Executive Wealth Management, LLC. Prior to her financial career, she was involved in the restaurant industry at Sushi Zen for one year. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation, using a combination of fundamental, technical, and cyclical analysis alongside options and alternative investment strategies.

Bradley Kaufman is a financial advisor at Lido with Series 63 and Series 65 credentials and four years of industry experience. His prior experience includes roles at TradeStation Securities, Integrated Financial Concepts, Cypress Insurance Group, and Liberty Mutual Insurance. 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 investment management, financial planning, family office services, and retirement and estate planning, utilizing an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Kwan Yoon is a financial advisor with Citigroup Global Markets in Los Angeles, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various segments, including workplace, high-net-worth, and ultra-high-net-worth. The firm offers a broad range of investment advisory programs and execution services, combining institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Andrew Hancock is a CFP®, ChFC®, and holds a Series 66 license with 11 years of industry experience. He is currently with Lido Advisors, LLC and has previously worked at SBC Wealth Management and Morgan Stanley. Based in Los Angeles, CA, Hancock has been advising clients since 2015. 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 comprehensive wealth management approach, including investment management, financial planning, and estate planning, and employs diversified strategies across various asset classes while managing assets primarily on a discretionary basis.

Michael Laubenstein is a CFP® and holds a Series 66 license with 21 years of industry experience. He is currently with Capital Group Private Client Services, Inc., where he has worked since 2026. Prior to this, he spent 17 years at First Republic Securities Co./First Republic Trust Co. and three years at Northern Trust Securities, Inc./Northern Trust Bank in various advisory roles. Capital Group Private Client Services primarily provides discretionary investment management to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach called the “Capital System” along with separately managed account programs, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Armand Fidler is a CFP® professional with 18 years of experience in the financial services industry. He currently serves as an advisor at Osaic Advisory Services, LLC and has previously worked at Arbor Point Advisors and Securities America. In addition to his advisory role, he owns Picacho Financial Consulting LLC and operates in the insurance sector, focusing on fixed life insurance, long-term care, disability, and annuities. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pensions, corporations, trusts, and charitable organizations. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and custodial relationships primarily with Schwab and Fidelity.

G. Bradley Owen is a Certified Financial Planner® with 19 years of industry experience. He has worked at EP Wealth Advisors since 2018 and previously spent 12 years at Donnelly Wealth Advisors Inc. EP Wealth Advisors is a registered investment adviser that serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for select clients, using customized model portfolios and a range of investment strategies.

Jin Mun Low is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, Joymode Inc., and Standard Chartered Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Darnel Bentz is a financial advisor with Kayne Anderson Rudnick Investment Management, LLC, holding Series 63, 65, and 66 designations and bringing 23 years of industry experience. He has been with Kayne Anderson Rudnick since 2013. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a diverse client base, including institutional investors, high-net-worth individuals, and family offices. The firm focuses on fundamental, company-level research and incorporates proprietary governance and sustainability assessments across a range of active equity and fixed-income strategies.

Drew Bryant is a CFP®, ChFC®, and Series 65–licensed financial advisor with five years of industry experience. He has worked at MAI Capital Management, LLC since 2022 and previously held roles at Intersect Capital LLC and BNY Mellon Wealth. MAI Capital Management, LLC 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 offers customized portfolio management across various strategies and serves both advisory and product-sponsor roles, managing over $72 billion in assets.

Justin Walsh is a CFP® with two years of industry experience, currently serving as a financial advisor at Lido. Prior to joining Lido, he worked at Tolleson Wealth Management and several other financial firms. Lido advises high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations. The firm employs an integrated wealth management approach with diversification across multiple asset classes and implements options-based strategies, typically managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Michael Chen is a CFA® charterholder and holds a Series 65 license, currently serving as a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, with six years of industry experience. His prior roles include positions at First Foundation Advisors, RVW Wealth, and Suntrust Advisory Services. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach known as the “Capital System” and emphasizing fundamental research and a long-term investment horizon.

Grant Vahalla is a CFP® professional at Lido with 14 years of industry experience. Prior to joining Lido in 2023, he worked at TIAA-CREF and Tiaa from 2017 to 2023, and at Fidelity Brokerage Services LLC from 2012 to 2017. Outside of his advisory work, he is a co-owner of Launderland, a self-serve laundry business in Encinitas, California. 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 diversification across multiple asset classes and options-based strategies, typically managing assets on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Gavin Stellpflug is a financial advisor at Lido with a Series 66 designation and two years of industry experience. Prior to joining Lido, he worked at Bank of America, Merrill, and Equitable Advisors. Outside of finance, he has experience as a self-employed coach and has worked in education and hospitality. 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, and family office services, with a focus on diversification and options-based strategies implemented both directly and through pooled vehicles.

Jing Wu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. Wu has been with Transamerica since 2012 and is also involved in various non-investment activities, including serving as an independent facilitator advocating for individuals with disabilities and participating on the board of a nonprofit supporting the disabled community. Additionally, Wu is engaged with the Franklin Foundation and provides in-home support services for family members with special needs. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers a variety of advisory and brokerage services featuring proprietary and third-party investment models, with program choices that can be discretionary or non-discretionary.

Nicholas Hixon is a CFP® professional at Lido with four years of industry experience. He previously worked at Shore Morgan Young and Lincoln Investment. 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 multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis while utilizing third-party managers and sub-advisers when appropriate.

Susannah Emami is a financial advisor at Capital Group Private Client Services, Inc. with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has held roles at Capital Bank & Trust Company, Alliance Bernstein, and KLS Advisors. Emami is based in Los Angeles, CA. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach that combines separately managed accounts, mutual funds, ETFs, and access to private equity and alternative investments.

Alexander Kob is a financial advisor at Lido with 11 years of industry experience. He holds a Series 66 designation and has worked at Lido Advisors, LLC since 2017. Prior to that, he was with Purshe Kaplan Sterling Investments and McAdam LLC from 2014 to 2017. 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, utilizing a diversified, integrated wealth management approach that includes options-based strategies and discretionary asset management.

Bernard Reina is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is involved in operating a high-end car wash and detailing business and is the founder and president of a nutrition and health company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary programs, supported by internal standards and oversight committees.