Todd Troutner is a financial advisor at Integrated Wealth Concepts LLC with 25 years of industry experience. His prior roles include positions at Laurel Wealth Advisors, Morgan Stanley, and Citigroup Global Markets. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, using customized portfolios with a long-term approach alongside shorter-term rebalancing trades.

Jon Morgan is a Senior Wealth Advisor and Managing Director at Lido with 37 years of industry experience. He has held positions at several firms, including Private Wealth Strategies, Lincoln Investment, Shore Morgan Young Wealth Strategies, and Osaic FA, Inc. Outside of his advisory work, he is a partner and owner of car wash businesses, as well as involved in real estate development and management through multiple entities. Lido serves a diverse client base, including high-net-worth individuals, family offices, trusts, charitable organizations, and corporate and pension plans. The firm employs an integrated wealth-management approach that includes tactical and defined-risk option strategies, and it is notable for its active sub-advisory roles and extensive affiliated capabilities in trust, tax, insurance, and brokerage services.

Gurcharan Soni is a financial advisor with Eagle Strategies (New York Life) based in Granada Hills, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been associated with Eagle Strategies LLC since 1999 and operates Soni Financial & Insurance Solutions, through which he brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis, working with a wide range of institutional sponsors as well as retail clients.

Jasmine Smalls is a financial advisor at TIAA-CREF with six years of industry experience. She holds the Series 66 designation and has previously worked at Fidelity Personal and Workplace Advisors, JP Morgan Securities, and Edward Jones. Outside of her advisory work, she serves as Treasurer and Board Member for OMG Women Outreaching Women, an organization focused on education, mentorship, and community support to promote financial independence. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing portfolio management, using both model and customized portfolios.

April Anekboon is a financial advisor with Kestra Advisory in Encino, CA, holding a Series 66 designation and four years of industry experience. She previously worked at Zuckerman Private Wealth Management and assists in client services related to insurance and investment products at FMS Financial Partners, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, with a focus on fiduciary consulting, plan design, and access to multiple management platforms.

Salim Admon is a CFP® with 20 years of experience in financial services. He is currently with TLG Advisors, Inc. and has previously worked at Gideon, The Leaders Group Inc, MML Investors Services, and Mass Mutual Life Insurance Company. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

Nathaniel Kirk is a financial representative at LA Pension Planners and holds a Series 66 credential. He has experience working at Masterworks Agency, Westmont College, Victory Foam Inc, and Spirit Christian Academy. Kirk is involved in pension education through an educational platform called Pension 101. GWN Securities is an SEC-registered investment adviser and broker-dealer managing approximately $3.65 billion across more than 37,000 client accounts. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment programs including traditional asset allocation and legacy market-timing strategies.

James Lugo is a financial advisor with First Citizens Investor Services, Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses with 19 years of industry experience. His prior roles include positions at Nationwide Investment Services Company, IMA Wealth, Inc., and Equitable Distributors, LLC. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, utilizing a client process that emphasizes assessments of financial needs and risk tolerance combined with fundamental, quantitative, and technical analysis. The firm offers a range of portfolio management solutions, including managed accounts, wrap programs, and an automated investing platform.

Raul Acevedo is a financial advisor at Lido with 16 years of industry experience. He holds a Series 66 designation and previously worked at Stifel for seven years before joining Lido Advisors, LLC in 2022. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and institutional investors. The firm employs an integrated wealth-management approach that combines various asset classes and tactical option strategies, and is notable for its active sub-advisory roles and extensive affiliated capabilities.

Aaron Love is a CFP® with three years of industry experience, currently serving as a financial advisor at Lido. Prior to joining Lido, he held roles at Copperwynd Financial and Fidelity Investments. Outside of finance, his background includes work at Bam Bam's Barbecue and Pharmatech Labs. Lido provides investment management, financial planning, and family office services to a diverse client base including high-net-worth individuals, family offices, trusts, and institutions. The firm manages approximately $42.5 billion in assets and employs an integrated wealth-management approach with active sub-advisory and investment-company roles.

Ishkhan Boghossian is a financial advisor with Eagle Strategies (NY Life) based in Pasadena, CA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His work history includes roles at NYLIFE Securities LLC and New York Life Insurance Company since 2012 and 2013 respectively, as well as operating his own business, Boghossian Financial Inc., since 2022. Outside of his advisory work, he serves as a caretaker for his parents. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working closely with both retail and institutional sponsors.

Dennis Liu is a financial advisor with Eagle Strategies (NY Life) in Glendale, CA, holding Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at Transglobal Holding Company and a long tenure at Vineyard of Hope Church. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring advice to client objectives, managing the majority of its assets on a non-discretionary basis.

Leda Ozmen is a financial advisor at Oppenheimer with 19 years of industry experience. She holds the Series 63 designation and has been with Oppenheimer since 2017, following a year at Wells Fargo Clearing. Based in Los Angeles, CA, she provides advisory services as part of a large enterprise firm. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs including asset management, consulting, and retirement services, with investment approaches that include strategic and tactical asset allocation and both discretionary and non-discretionary management.

Stephanie Withers is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. Prior to joining Hightower, she held roles at Bel Air Management Company LLC, Bel Air Securities LLC, and Bel Air Investment Advisor LLC. She serves on the investment committee of Katherine Delmar Burke School, overseeing the school's endowment. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles.

Robert Barnes is a CFP®, CFA®, and Series 66-registered advisor with 16 years of industry experience. He currently works at Lido Advisors, LLC and previously held roles at Mariner Wealth Advisors, PFG Advisors, and Klevens Capital Management among others. Outside of his advisory work, he has been involved as an owner managing several rental properties in Renton, WA since 2014. Lido advises a broad range of clients including high-net-worth individuals, family offices, trusts, and institutional entities, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach, using diverse asset allocations and tactical option strategies, and is notable for its active sub-advisory roles and extensive affiliated capabilities.

John Uriostegui Jr. is a financial advisor with Rockefeller Financial LLC in Los Angeles, holding Series 63 and Series 65 licenses and over 36 years of industry experience. His career includes roles at Rockefeller Capital Management, Bank of America, Merrill, J.P. Morgan Securities, Deutsche Bank Securities, and Citigroup Global Markets. Outside of advisory work, he serves as a board member for a nonprofit organization focused on volleyball clinics and holds leadership roles in lending and real estate consulting companies. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and brokerage services. The firm employs a Private Advisor model and consolidated investment platform providing a variety of discretionary and non-discretionary solutions across equities, fixed income, and alternatives.

Philip Houchin is a financial advisor at Lido with five years of industry experience. He holds a Series 65 designation and previously worked at Jackson Hole Capital Partners, Mid-Con Energy Partners LP, and Patriot Bank. He is also the managing member of Triple Down LLC, a legacy investment entity focused on oil and gas working interests and real estate. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and institutional clients, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management model that utilizes tactical and defined-risk option strategies and manages approximately $42.5 billion in regulatory assets.

Mason Turner is a financial advisor at Citigroup Global Markets with 7 years of industry experience. He previously worked at Wells Fargo Bank NA for 12 years before joining Citigroup in 2025. Outside of his advisory role, he owns and provides funding for a real estate renovation venture through MX Property LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives trading.

Benedetto Falcone is a CFA® charterholder with 24 years of industry experience. He is currently with Kayne Anderson Rudnick Investment Management, LLC and has held previous roles at VP Distributors LLC and Vontobel Asset Management. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base including institutions, charitable organizations, corporations, family offices, registered investment advisers, pension plans, and individuals. The firm emphasizes fundamental, quality-oriented equity research and manages approximately $67.9 billion in assets, offering a range of strategies across multiple market capitalizations and sectors.

Brian Reisner is a financial advisor at Lido with a Series 65 designation and two years of industry experience. Before joining Lido Advisors, LLC in 2023, he spent 12 years at Virtual PICU Systems, LLC. He currently serves on the Board of Directors at Virtual PICU Systems, a network supporting Pediatric Intensive Care Units across North America. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and pension plans. The firm offers integrated wealth management with a focus on tactical and defined-risk option strategies, managing approximately $42.5 billion in assets and providing services through affiliated entities in trust, tax, insurance, and brokerage.