Loreen Washburn is a financial advisor at Rockefeller Financial LLC in Los Angeles, CA, holding a Series 63 designation with 23 years of industry experience. She has worked at Wells Fargo Clearing and Rock & Co LLC prior to her current role. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services alongside broker-dealer capabilities, including securities transactions and investment banking. The firm’s Private Advisor model and consolidated investment platform provide clients with a range of discretionary and non-discretionary investment solutions across multiple asset classes.

Blair Van Buren is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 25 years of industry experience. He has previously worked at Arbor Point Advisors and Securities America Advisors, and operates an independent insurance and annuity services business. Outside of advising, he is the president and managing member of Sabre Financial Services, LLC, which serves as his operating entity. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm employs a mix of fundamental and technical analysis, tactical trading, and structured products, offering various managed and advisory programs alongside access to alternative investments and retirement plan consulting.

Tyler Olsen is a CFP® and holds a Series 66 license with 23 years of industry experience. He is currently with Lido, joining the firm in 2024 after five years at Platte River Wealth Advisors and previous roles at Wells Fargo Clearing and Wells Fargo Investments. He is based in Los Angeles, CA. Lido serves a diverse clientele including high-net-worth individuals, family offices, trusts, and institutions, offering comprehensive wealth management, financial planning, and related services. The firm employs an integrated investment approach featuring a range of asset classes and options strategies, while also acting as sub-adviser to investment funds such as the VanEck U.S. Equity Buffer ETF.

Greg Satz is a financial advisor at Lido with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Merrill, UBS Financial Services, PKS Advisory Services, and Avitas Wealth Management. His other business activities include roles as principal at alternative investment firms Avitas Capital Management and Avitas Capital Partners, as well as serving as an advisor to Egis Capital Partners. 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 approach that utilizes a range of asset classes and tactical option strategies, and it is notable for its active sub-advisory roles and extensive affiliated capabilities.

Bradford Pollard is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 66 licenses. Pollard is involved in the wind-down process of the Wayne J. Pollard Insurance Agency, Inc., serving as CEO, CFO, and Secretary in his role as trustee of his late father’s estate. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with in-house research capabilities and unique market roles, providing a broad set of advisory, execution, and custody services.

Kevin Philip is a financial advisor at Hightower Advisors in Los Angeles, CA, with 22 years of industry experience. He holds a Series 66 designation and has worked at Bel Air Investment Advisors and related entities for over 17 years before joining Hightower in 2021. He is also a partner of Bel Air Management Company LLC, which provides services to Bel Air Investment Advisors. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research and a variety of investment vehicles.

Amir Mossanen is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 credentials. He has 17 years of industry experience, including roles at Suntrust Advisory Services, Suntrust Investment Services, Wells Fargo Clearing, and Wells Fargo Bank. Outside of his advisory work, he serves as an investment advisor for a family trust through Westminster Advisory LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, and maintains integrated operations across affiliated broker-dealers and banking services.

Jake Mizrahi is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and three years of industry experience. Prior to his advisory career, he worked in the entertainment industry at HBO and Netflix. He is also involved with First Point Financial Management as a registered field assistant, providing support to investment advisors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, and advisor-managed accounts, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Stacy Beattie is a financial advisor at Lido with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Stifel Nicolaus & Co Inc, Barclays Capital Inc., and Lehman Brothers Inc. Lido serves a diverse client base that includes high-net-worth individuals, family offices, charitable organizations, and institutional investors. The firm uses an integrated wealth-management approach combining asset allocation across multiple investment types and employs tactical risk strategies, while also acting as sub-adviser to several investment funds and maintaining various affiliated financial service entities.

Sonya O'Connor is a financial advisor with Carson Wealth, holding a Series 66 credential and bringing 19 years of industry experience. She has worked with firms including LPL Financial and Cetera Wealth Services and has been involved with Applied Financial Planning since 2002. In addition to her advisory roles, she is an enrolled agent providing tax preparation, representation, and planning services. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios overseen by an Investment Committee and providing tailored solutions such as custom indexing and alternative investments.

Gunit Bedi is a financial advisor at Lido with 23 years of industry experience and holds a Series 66 designation. His prior roles include positions at Avitas Wealth Management, UBS Financial Services, and Merrill. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach encompassing equities, fixed income, alternatives, and tactical option strategies, and is notable for its active sub-advisory role and affiliated in-house capabilities across trust, tax, insurance, and brokerage services.

Max Severo is a Series 66-licensed financial advisor with Rockefeller Financial LLC in Los Angeles, CA, bringing three years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, N.A., as well as experience outside finance working at Harpers Restaurant and Brewpub. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform that offers discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Dylan Isaacs is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Sanctuary Advisors, LLC, Sanctuary Securities, Inc., and UBS Financial Services. Dylan is based in Los Angeles, CA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Benjamin Helvey is a Series 66 licensed financial advisor with 24 years of industry experience. He is currently with Rockefeller Financial LLC, where he has worked since 2021, and previously held positions at Rockefeller Capital Management, Morgan Stanley, Credit Suisse Securities (USA) LLC, Lehman Brothers Inc., and Neuberger Berman BD LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and brokerage services through a consolidated investment platform that includes equities, fixed income, and alternative investments.

Brent Coughenour is a CFP® with 13 years of industry experience, currently advising at Lido Advisors, LLC. His career includes roles at Citizens Securities, PNC Investments, and MassMutual. He is based in Los Angeles, CA. Lido serves a diverse client base, including high-net-worth individuals, family offices, charitable organizations, and institutional investors, providing integrated wealth management through a combination of investment management, financial planning, and affiliated trust, tax, and insurance services. The firm employs a tactical and defined-risk investment approach, including options strategies, and serves as a sub-adviser to various funds while maintaining extensive in-house capabilities.

David Patton is a financial advisor with TLG Advisors, Inc. and holds Series 63 and Series 65 licenses. He has 23 years of industry experience, having worked at firms including Merrill, Wells Fargo, Cambridge Investment Research, and The Leaders Group Inc. Outside of advisory work, he is involved as an independent insurance agent and serves as a sales vice president at an insurance business. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and portfolio monitoring using fundamental analysis and Modern Portfolio Theory, offering both sub-advisor managed accounts and a direct-to-consumer digital program called Starlight Portfolios.

Guy Tzour is a Series 65-licensed financial advisor with three years of industry experience, currently with Cetera Planning Partners. Prior to joining Cetera, he worked five years at Avantax Planning Partners, Inc. Outside of his advisory role, he serves as Director at Premier Accounting & Tax Services Inc., a full-service accounting firm where he manages client meetings, tax bookkeeping, and staff oversight. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management, comprehensive financial planning, and specialized services such as Social Security optimization, tax planning, and an estate-planning program called Legacy Wealth Strategies.

Rafael Nieves Rios is a financial advisor with Empower Advisory Group in Encino, CA. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Empower Financial Services, he worked at The Vanguard Group and has held various roles including freelance consulting and tutoring K-12 and college students. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its proprietary and third-party planning methodologies.

Matthew D'attilio is a CFA® charterholder and holds a Series 65 license, with 21 years of experience in the financial advisory industry. He has worked at Lido Advisors, LLC since 2024, with prior roles at Pegasus Partners Ltd., Reinhart Partners, LLC, and U.S. Bancorp Asset Management, Inc. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and institutional clients, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach balancing multiple asset classes and strategies, and is notable for its active sub-advisory role and its affiliated capabilities across trust, tax, insurance, and brokerage services.

Noah Melquist is a CFP® with three years of industry experience, currently serving as a financial advisor at Lido. Before joining Lido, he worked at Exchange Capital Management and has held roles at various companies including WorkForce Software and Chipotle. Lido serves a wide range of clients including high-net-worth individuals, family offices, and institutional investors, offering investment management, financial planning, and family office services. The firm employs a diversified investment approach that includes tactical option strategies and integrates multiple asset classes, while also maintaining active sub-advisory and investment-company roles.