Lauren Garner is a financial advisor at IEQ Capital, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining IEQ Capital, she worked at Mozaic LLC, Pritzker Group (Sheridan Place), and Perella Weinberg Partners. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutions, utilizing a macroeconomic research-driven investment process and a combination of liquid strategies, third-party managers, and private alternatives. The firm offers a range of ancillary family-office services and focuses on clients with net worth typically above $10 million.

Natalie Stover is a financial advisor at Lido with a Series 65 designation and one year of industry experience. She previously worked at Focus Partners Wealth, LLC, Monster Energy, Dutch Bros, and Letzroll Offroad. Lido serves a diverse client base, including high-net-worth individuals, family offices, charitable organizations, and pension plans, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that balances various asset classes and utilizes tactical and defined-risk option strategies, while also maintaining an active role as sub-adviser to investment funds.

Todd Krieg is a CFA® charterholder with 21 years of experience in the financial industry. He has worked at Lido Advisors, LLC since 2024, following nine years at Pegasus Partners Ltd. and eight years at Reinhart Partners, LLC. Prior to that, he was employed at U.S. Bancorp Asset Management, Inc. for one year. Lido advises a diverse client base including high-net-worth individuals, family offices, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management model with a focus on asset allocation and tactical option strategies, and maintains an active role in sub-advisory and investment company services.

Michael Lee is a Series 65-licensed financial advisor with Hightower Advisors, based in Beverly Hills, CA. He has 14 years of industry experience, including roles at HighTower Advisors since 2019 and Lourd Capital Management since 2009. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions through affiliated and third-party managers, employing proprietary research and diverse portfolio construction strategies.

Alyssa Lecca La Cruz is a financial advisor at Lido with a Series 65 designation and one year of industry experience. Her prior work includes roles at Freestone Capital Management and non-financial positions such as at Angel of the Winds Casino and University Teriyaki and Bakery. 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 with a range of asset classes and tactical option strategies, and it plays an active sub-advisory role for various investment funds.

Garrett Patton is a financial advisor at Creative Planning with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fisher Investments and Personal Capital Advisors Corporation prior to joining Creative Planning. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Sharon Stepenosky is a financial advisor at Sanctuary Advisors, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill, Morgan Stanley, and Morgan Stanley Private Bank. She serves as a board member for the El Encanto Homeowners Association in Calabasas, CA. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports over 400 independent advisor representatives who employ various investment approaches and manage accounts on discretionary or non-discretionary bases.

Mark Schindler is a CFP® with 44 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2014. He previously worked at Planmember Securities Corporation and Brookstreet Securities Corporation. In addition to his advisory role, Schindler acts as an agent for a Self Insured Medical Reimbursement Plan, presenting healthcare-related tax-saving opportunities to business owners and benefit managers. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning options. The firm uses a combination of affiliated and unaffiliated sub-advisers and employs both asset allocation and market-timing strategies within its portfolio management.

Afrin Ahmed is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs as well as execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles and commercial arrangements.

Peter Chang is a financial advisor at MAI Capital Management, LLC with 17 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked previously at Evoke Wealth, LLC and First Republic Securities Company, LLC. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of strategies tailored to client objectives and offers integrated financial planning, tax, and administrative services.

Ricardo Ramirez is a financial advisor at HSBC Securities (USA) Inc. with 29 years of industry experience. He holds a Series 66 designation and has worked at HSBC Bank USA N.A. and HSBC Securities (USA) Inc. for over a decade, as well as several other firms earlier in his career. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations. The firm employs a structured investment process with multiple risk profiles and combines strategic and tactical asset allocation in partnership with HSBC Global Asset Management and other affiliates.

Shant Gourdikian is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA. He holds Series 63 and Series 65 designations and has 25 years of experience within the Capital Group organization. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm employs a multi-manager investment approach based on rigorous fundamental research and typically allocates client assets among separately managed accounts and pooled investment vehicles.

Landen Silbowitz is a financial advisor at Lido with a Series 65 designation and two years of industry experience. Prior to joining Lido, he worked at Chimera Securities and has held multiple roles at the University of Maryland. Lido serves a diverse client base, including high-net-worth individuals, family offices, trusts, estates, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that includes tactical and defined-risk option strategies and maintains active roles as a sub-adviser and investment company.

Christopher Tiano is a financial advisor at Cresset Asset Management, LLC with three years of industry experience. He previously worked at Lazard Asset Management LLC for two years and DNB Markets, Inc. for ten years. He holds Series 63 and Series 65 licenses and is based in Los Angeles, CA. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including 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 both active and passive investment strategies across various asset classes.

Kirstie Hunt is a financial advisor at Lido in Los Angeles, CA, holding Series 63 and Series 65 licenses with nine years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, Elevation Consultants, and Avitas Wealth Management. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and pension plans, 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 alongside traditional asset allocation, and it is notable for its active sub-advisory role and extensive affiliated capabilities.

Edward Gueits II is a financial advisor at Lido with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Personal Capital Advisors, Empower Advisory Group, and Edward Jones. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and corporations. The firm offers integrated wealth management with a broad asset allocation approach and manages approximately $42.5 billion in assets, while maintaining active roles in sub-advisory and investment-company services.

Nicholas Sturgis is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Lido. His prior experience includes roles at Waverly Advisors, Paces Ferry Wealth Advisors, Invesco, John Hancock, Uber, and Pacer Financial. Lido provides investment management, financial planning, and family office services to a diverse client base including high-net-worth individuals, family offices, charitable organizations, and pension plans. The firm employs an integrated wealth-management approach that incorporates tactical and defined-risk option strategies, offering services through discretionary and non-discretionary accounts, sub-advisers, and affiliated private funds.

Colman Garvey is a financial advisor at Lido with a Series 65 credential and one year of industry experience. His prior work includes roles at Rivel Inc, i(X) Securities, and i(X) Net Zero PLC, as well as time at the University of Southern California. Lido advises a diverse client base, including high-net-worth individuals, family offices, charitable organizations, pension plans, and pooled investment vehicles. The firm employs an integrated wealth-management approach with diverse asset allocation and tactical option strategies, and it also serves as sub-adviser to funds like the VanEck U.S. Equity Buffer ETF.

Abraham Galvez is a financial advisor at PlanMember Securities Corporation with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked in financial advisory roles since 2023. Outside of finance, he is co-owner and accountant of NewHorizonsDMS, LLC, a digital marketing and accounting business. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation process with risk-based mutual fund portfolios and offers education, personalized planning, and support services to plan sponsors and participants.

Julinda Milla is a financial advisor at Lido with a Series 66 designation and six years of industry experience. Her career includes roles at Morgan Stanley, Nuveen Securities LLC, Core Spaces, and Chauner Securities before joining Lido Advisors, LLC in 2025. Lido serves a diverse client base including high-net-worth and ultra-high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach that combines tactical option strategies with asset allocation across multiple investment types and offers a broad range of affiliated trust, tax, insurance, and brokerage services.