Jacob Loosle is a CFP® and holds a Series 65 license, with 11 years of experience in the financial industry. He has worked at Lido Advisors, LLC since 2022 and previously spent seven years at United Capital Financial Advisers, LLC. Based in Los Angeles, CA, Loosle currently serves clients through Lido. 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 implements options-based strategies both directly and through pooled vehicles.

B. Lourd is a financial advisor at Hightower Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hightower Advisors since 2019, alongside running Lourd Capital Management since 2006. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a manager selection approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services through its network of advisor practices.

Adrianne Erickson is a financial advisor at Lido with four years of industry experience. She holds a Series 65 designation and has worked at Lido Advisors, LLC since 2022. Prior to her advisory role, she spent twelve years at RWJ Barnabas Health. 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 when appropriate.

Michael Puls is a financial advisor with Commonwealth Financial Network in Pasadena, CA, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Commonwealth since 2003 and serves as owner and president of Arbor Financial Services, an operating company for securities and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors by providing operations, trading, technology, compliance, and practice-management services. The firm offers a variety of advisory programs and investment solutions, including discretionary model portfolios and customized strategies.

Dina Nam is a financial advisor at Mariner in Los Angeles, CA, holding a Series 65 designation. She has seven years of industry experience, having previously worked at AdvicePeriod and Withers Bergman before joining Mariner. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by both internal and third-party managers and provides integrated tax, accounting, and financial wellness solutions.

Hrachya Davtyan is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His prior roles include positions at Argosy Wealth Management Corporation, Mutual Securities, Inc., and UBS Financial Services. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options including ETFs, mutual funds, and separate accounts.

Matthew Altman is a CFP® and Series 66 credentialed advisor with 11 years of industry experience. He is currently with Lido Advisors, LLC and has prior experience at Glassy Mountain Advisors, Copperleaf Capital, Fidelity Brokerage Services, and Charles Schwab. Based in Los Angeles, CA, he joined Lido in 2025. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, providing investment management, financial planning, and family office services. The firm employs a diversified investment approach across multiple asset classes and options-based strategies, often managing assets on a discretionary basis and using third-party managers when appropriate.

Kirk Whalen is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Merrill and Capital Group. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, utilizing both client-directed and discretionary investment approaches supported by global asset management and fund due diligence.

Savitri Pai is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her prior experience includes roles at J.P. Morgan Chase Private Bank and Capital Bank & Trust Company. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach that emphasizes fundamental research and a long-term investment horizon. The firm implements portfolios through separately managed accounts, mutual funds, ETFs, and private equity or alternative strategy funds.

James Herrell is a CFA® charterholder with 12 years of industry experience. He has worked at NewEdge Advisors since 2022 and was previously with Beacon Pointe Advisors and Beacon Pointe Wealth Advisors from 2016 to 2022. He operates as an investment adviser representative solely with NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing a variety of program structures and technology tools to support both advisors and clients.

Jason Blumberg is a financial advisor at Lido with 11 years of industry experience. He holds the Series 65 designation and has been with Lido Advisors, LLC since 2015, including a recent role at IDB Lido Wealth, LLC. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm uses an integrated wealth management approach emphasizing diversification and options-based strategies, managing assets on a discretionary basis and often employing third-party managers and sub-advisers.

Michael Lindeman is a financial advisor with Lido, holding a Series 66 designation and seven years of industry experience. He previously worked at RBC Capital Markets for six years and has held roles outside finance, including with the City of Fitchburg Recreation and 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 estate planning, and employs an integrated wealth management approach that incorporates diversification and options-based strategies.

Susan Chevalier is a financial advisor at TIAA-CREF with 21 years of industry experience. She has held positions at Fidelity Personal and Workplace Advisors and BlackRock prior to joining TIAA-CREF. Chevalier also serves as an adjunct professor at the University of Redlands, where she provides classroom instruction and mentors students. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing retirement plan relationships. The firm’s advisory model distinguishes between point-in-time planning services and ongoing portfolio management, utilizing both model and customized portfolios under a fiduciary standard.

Lynn Newman is a CFP®-credentialed financial advisor with Eagle Strategies (NY Life) based in Los Angeles, CA, bringing 34 years of industry experience. She has worked with Nylife Securities LLC since 1992 and New York Life Insurance Company since 1991. Outside of her advisory role, she is appointed with various insurance carriers to broker non-registered insurance products. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Rachel Melroy is a CFP® professional with 16 years of industry experience currently serving at Capital Group Private Client Services, Inc. in Los Angeles, CA. She previously worked for Capital Bank and Trust Company for five years before joining her current firm in 2021. 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” that emphasizes fundamental research and long-term investment horizons. The firm offers access to separately managed accounts, mutual funds, ETFs, and certain private-equity and alternative strategy funds.

Neeraj Patel is a Series 65-credentialed financial advisor with 15 years of industry experience. He is currently with Capital Group Private Client Services, Inc., where he has worked since 2021, following five years at Capital Bank And Trust Company. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm uses a multi-manager approach called the “Capital System,” combining fundamental research and long-term portfolio segmentation across separately managed accounts, mutual funds, ETFs, and alternative investments.

Kevin Betts is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and 14 years of industry experience. His prior experience includes roles at CNR Securities, Citigroup, Rim Securities, City National Rochdale, Beneco, T Rowe Price, and American Funds. RBC Rochdale serves a diverse client base, including high net worth individuals, corporations, and charitable organizations. The firm employs a multi-strategy investment approach combining quantitative screening, fundamental analysis, and a proprietary Galaxy asset-allocation tool to tailor portfolios across various asset classes.

Brandon Nie is a financial advisor at Lido with Series 66 credentials and five years of industry experience. His prior roles include positions at Bessemer Trust, UBS Financial Services, and SLC CPAs. Lido serves high‑net‑worth and ultra‑high‑net‑worth clients, including family offices, trusts, and charitable organizations, offering investment management, financial planning, and family office services. The firm employs a diversified investment approach across multiple asset classes and options‑based strategies, managing assets primarily on a discretionary basis and utilizing third‑party managers and sub‑advisers.

John Hastings is a financial advisor at Lido with 14 years of industry experience and holds a Series 65 designation. He previously worked at Jackson Hole Capital Partners for 10 years and Financial Solutions for three years before joining Lido. 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, retirement and estate planning, and access to third-party managers and sub-advisers through an integrated wealth management approach that includes options-based strategies and diversified asset allocation.

Sebastian Payne is a financial advisor at D.A. Davidson & Co. in Pasadena, CA, with three years of industry experience. He holds a Series 66 designation and has previously worked in educational roles at Mathnasium and Gonzaga University. Outside of advising, he operates a business reselling video games on eBay. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services under fiduciary standards, including retirement plan advice, financial planning, and private wealth management for high-net-worth individuals.