Jaron Wagner is a CFP® with five years of industry experience, currently serving as a financial advisor at Lido in Los Angeles, CA. His prior roles include positions at Matter Family Office, RMB Capital Management, LLC, and SEI Archway. Lido advises a broad range of clients, including high-net-worth individuals, family offices, and institutional entities, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies and maintains active sub-advisory roles in various investment funds.

Natale Haworth is a financial advisor with Kestra Advisory in Encino, CA, holding Series 66 and Series 63 licenses and possessing nine years of industry experience. Since 2017, Haworth has been with Kestra Advisory and has concurrently worked with Kestra Investment Services, LLC and Partners Insurance since 2011. Outside of advisory work, Haworth serves as an advisory board member for Red Schoolhouse, Inc., a nonprofit college organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and pooled plan solutions. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds, while utilizing multiple management platforms and third-party solutions.

Jonathan Milner is a financial advisor at Lido in Los Angeles, CA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Olympus Wealth Management and Wealth Strategies, as well as non-financial experience with Hawx Smart Pest Control and teaching roles at Brigham Young University and Utah Valley University. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm offers integrated wealth management combining equities, fixed income, alternatives, and option strategies, and is notable for its active sub-advisory roles and affiliated in-house capabilities such as trust, tax, and brokerage services.

Henry Norman IV is a financial advisor with Guardian Life, holding Series 63 and Series 65 designations and 15 years of industry experience. His career includes prior roles at Park Avenue Securities and MassMutual Life Insurance Company. Outside of his advisory work, he is a partner at BlueRidge Partners, a non-investment-related business. Henry advises through Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management and model-based strategies, offering access to proprietary programs, third-party solutions, and integrated lending options.

Kevin Maldonado is a Series 65-licensed financial advisor at Lido with three years of industry experience. He previously worked at The Northern Trust Company and has a background that includes roles outside of finance, such as at the Chicago Tribune and Flattop Grill. Lido serves a diverse range of clients, including high-net-worth individuals, family offices, trusts, charitable organizations, and corporate and pension plans, offering services such as investment management, financial planning, and family office support. The firm employs an integrated wealth-management approach with tactical option strategies and maintains notable roles as a sub-adviser to funds like the VanEck U.S. Equity Buffer ETF, supported by a broad network of affiliated entities.

Robin Rodriguez is a financial advisor at TIAA-CREF with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Edward Jones and Massachusetts Mutual Life Insurance Company. Outside of advising, he is active as an Airbnb and Peerspace host. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides a range of management options from model portfolios to customized strategies and serves as adviser to a donor-advised fund.

Shaminder Dhindsa is a financial advisor with GWN Securities Inc. in San Diego, CA, holding a Series 66 designation and 10 years of industry experience. Prior to joining GWN Securities in 2023, Dhindsa worked at Bank of America and Merrill from 2017 to 2023, and Axa Advisors from 2015 to 2017. Outside of finance, Dhindsa owns Purple Mango Films, LLC, a wedding videography business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies from traditional asset allocation to legacy market-timing and momentum-based approaches.

Michael Sy is a CFP® with 38 years of industry experience. He has been with Equity Services, Inc. since 1996 and has also worked with National Life Group since 1995. Outside of his advisory role, he provides tax preparation and notary services to the public. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to a broad client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Jessica Fino is a financial advisor at Lido with 14 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill for 10 years before joining Lido Advisors, LLC. Outside of her professional role, she serves as a trustee to a family account with no trading or activity involved. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and pension plans. The firm employs an integrated wealth-management approach that balances various asset classes and offers active sub-advisory roles, combining traditional advisory services with extensive affiliated capabilities.

Kyle Laughlin is a financial advisor with Rockefeller Financial LLC in Los Angeles, CA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at First Republic Securities Company, LLC, Goldman Sachs, and First Republic Investment Management Inc. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers portfolio management, financial planning, and consulting services, operating a broker-dealer and investment platform to provide a range of personalized and model-based investment solutions.

Zachary Cole is a financial advisor with Integrated Wealth Concepts LLC in West Hollywood, CA, holding one year of industry experience. Prior to joining Integrated Wealth Concepts, he worked at Sixteenth, Whalar, Slash, Select Management Group, and Golin. He is also engaged as a talent manager with Underscore. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios that include mutual funds, ETFs, individual equities, and fixed income.

Cindy Verduzco is a financial advisor with Eagle Strategies (NY Life) in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has worked with Monarch Grove Wealth Strategies & Insurance Solutions since 2023 and has been affiliated with Eagle Strategies and New York Life-related entities since 2018. In addition to her advisory role, she operates Monarch Grove Wealth Strategies & Insurance Solutions, brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions across multiple program types and manages a substantial asset base primarily on a non-discretionary basis through its integrated New York Life affiliate structure.

Eduardo Camacho is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing six years of industry experience. His prior roles include positions at Charles Schwab, Charles Schwab Bank, SSB, and other firms. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on internal asset-allocation models and research tools. The firm emphasizes client authorization for trades and offers tailored recommendations aligned with clients’ goals and risk tolerance.

Daniel Reardon Jr. is a financial advisor at Lido with a Series 65 designation and three years of industry experience. His prior roles include positions at Fisher Investments, Northwestern Mutual, and Rhodes College Finance Office, as well as seven years at Reardon & Company. Lido serves a diverse clientele, including high-net-worth individuals, family offices, and institutional investors, providing integrated wealth management that combines tactical option strategies and a broad asset allocation approach. The firm also offers services through affiliated entities and plays an active sub-advisory role with investment funds such as the VanEck U.S. Equity Buffer ETF.

Thomas Mirth is a CFP®-certified financial advisor with three years of industry experience, currently with Lido in Los Angeles, CA. His prior experience includes roles at Kestra Investment Services, Paces Ferry Wealth Advisors, and Fisher Investments. He serves as a director on the board of Alpha Lambda of Theta Xi House Corp and is a member of the Junior Committee at The Shepherd Center. Lido provides investment management, financial planning, and family office services to a diverse client base, including high-net-worth individuals, family offices, trusts, and institutional clients. The firm employs an integrated wealth-management approach featuring tactical and defined-risk option strategies and serves as sub-adviser to the VanEck U.S. Equity Buffer ETF, combining broad advisory services with affiliated trust, tax, insurance, and brokerage capabilities.

Herman Nainkin is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. He has 22 years of industry experience and serves clients from Sherman Oaks, CA. Outside of his financial advisory work, Nainkin is involved in music brand management as a musician with Jake Jordan Music. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial solutions through its network of 477 independent advisors.

Yuxuan Wang is a financial advisor at Eagle Strategies (NY Life) based in Pasadena, CA, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Eagle Strategies, Wang has worked with NYLIFE Securities LLC and New York Life Insurance Co. Outside of advisory work, Wang is also appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Grant Rasmussen is a financial advisor at TIAA-CREF with Series 63 and Series 65 credentials and one year of industry experience. He previously worked at Transamerica Financial Advisors and WFGIA, and has held roles at Vuori and Pepperdine University. Rasmussen has also been involved with Faith Baptist Church and Schools and has engaged in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Adam Dandis is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Lido Advisors, LLC. His prior roles include positions at Carson Wealth, CWM, LLC, and Fidelity Investments, among others. Lido provides a range of wealth management services to a diverse client base, including high-net-worth individuals, family offices, and institutional investors. The firm’s investment approach integrates asset allocation across various asset classes with tactical and defined-risk option strategies, and it maintains an active role in sub-advisory and investment-company activities.

Steven Jackson is a financial advisor with D.A. Davidson & Co. in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with D.A. Davidson since 2013. Jackson serves on the financial advisory board of the nonprofit Sisters of Social Service, providing financial advice and analysis. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charities, and corporations. The firm provides services under fiduciary standards, including retirement plan advisory, comprehensive financial planning, and wealth management for high-net-worth clients, and is notable for its municipal advisory activities and affiliated custodial entities.