Richard Singer is a financial advisor with SB Capital Management, Inc. and holds a Series 65 designation. He has 22 years of industry experience, including 23 years at SB Capital Management and most recently joining Mercer Global Advisors Inc. in 2025. SB Capital Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation oriented approach with a focus on portfolio structure and tax-aware implementation, managing discretionary accounts and private equity and hedge fund vehicles.

Jenny Dudrey is a financial advisor at Lido with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Platte River Wealth Advisors, Wells Fargo Clearing, Wells Fargo Advisors, Ameriprise, and Morgan Stanley. Outside of her advisory role, she is a certified notary public in Colorado. Lido serves a diverse client base that includes high-net-worth individuals, family offices, trusts, charitable organizations, and pension plans. The firm employs an integrated wealth-management approach with a focus on tactical and defined-risk option strategies, and it is notable for its roles as a sub-adviser to ETFs and its extensive affiliated capabilities.

Samuel Richman is a financial advisor at Lido with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at IFM (US) Securities, Earnest Research, Morgan Stanley Smith Barney, and Bernstein Private Wealth Management. 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 that balances a range of asset classes and utilizes tactical and defined-risk option strategies, delivering services through multiple affiliated entities and investment vehicles.

Jonathan Gonshor is a financial advisor at Oppenheimer with 12 years of industry experience. He holds a Series 63 designation and has been with Oppenheimer since 2014. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers various programs that include asset management, consulting, and retirement services, managing both discretionary and non-discretionary portfolios across equity, balanced, and fixed-income strategies.

Anna Tosunyan is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, California, holding Series 63 and Series 66 licenses and having nine years of industry experience. She has worked at various branches of HSBC since 2013. Outside of her advisory role, she serves as a caregiver for her mother. HSBC Securities (USA) Inc. offers managed account programs to a variety of clients, including individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation with risk-profile-driven models and uses both discretionary and client-directed program types.

William Blase is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at The Colony Group, Citigroup Global Markets Inc., Bank of America, Merrill, Raymond James & Associates, and Deutsche Bank Securities Inc. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and corporate and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that blends active and passive strategies, third-party managers, and private funds.

Andrew Horowitz is a financial advisor with Rockefeller Financial LLC in Los Angeles, CA, holding a Series 63 license and bringing 30 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley Private Bank. Outside of advising, he is involved as a general partner in family-related philanthropic investment partnerships supporting the New West Symphony and the University of Southern California. 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 offers a range of portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing access to securities transactions, insurance products, placement, and investment banking.

Juan Wilson is a financial advisor with Citigroup Global Markets, holding a Series 66 license and has two years of industry experience. His career includes roles at Citi Private Bank and Aflac, as well as academic positions at the University of Southern California and several high schools. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Peter Lin is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the ChFC® designation along with Series 65 and Series 66 licenses. He has nine years of industry experience, including prior roles at Oakwood Capital Management LLC, Investcloud, and Snowden Capital Advisors. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, employing a diversified investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Joshua Perlmutter is a financial advisor at IEQ Capital, LLC with a Series 65 credential and three years of industry experience. Prior to joining IEQ Capital in 2022, he worked at Raymond James and has held roles at The Ritz-Carlton Hotel Company, University of California Santa Barbara, and other organizations. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and private funds, focusing on separately managed accounts and family-office services. The firm’s investment approach combines centralized macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion in assets.

John Mcinerney is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Lido. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2023. Outside of advisory work, he is the sole proprietor of Samurai Race LLC, a recreation business. 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 and is active as a sub-adviser to various funds, combining traditional advisory services with extensive affiliated capabilities.

Peter Lauer III is a financial advisor at Creative Planning with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Planning since 2014. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Paris Rodriguez is a financial advisor at Lido with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Lido Advisors, LLC since 2016, following an eight-year tenure at Fidelity Investments. 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 manages approximately $42.5 billion in assets and employs an integrated wealth-management approach that includes tactical option strategies and a combination of discretionary and non-discretionary accounts.

Amit Josef is a CFP® and holds a Series 66 designation with 12 years of industry experience. He is currently with Lido Advisors, LLC, having joined in 2025 after seven years at Avitas Wealth Management and four years at UBS Financial Services. He is based in Los Angeles, CA. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, estates, and institutional investors. The firm offers integrated wealth management with a broad investment approach that includes tactical and defined-risk option strategies and maintains a notable role as sub-adviser to investment funds such as the VanEck U.S. Equity Buffer ETF.

Robert Pessell is a CFP® with 40 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory, where he has worked since 2016. His prior experience includes long-term roles with Kestra Investment Services, Pacific Mutual, and Financial Management Services, Inc. He is also the sole owner and president of Pessell Financial & Insurance Services, Inc., and serves on the management committee of FMS Financial Partners, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary services, plan design and compliance, employee education, and access to multiple management platforms and third-party solutions, managing approximately $79.8 billion in assets.

Daniel Kim is a CFP® with four years of industry experience, currently serving as a financial advisor at Hightower Advisors in Los Angeles, CA. His prior experience includes roles at Kovitz Investment Group Partners, Connectus Wealth, Lido Advisors, Ritholtz Wealth Management, and Signature Estate & Investment Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and customized portfolio solutions.

Reginne Arevalo is a financial advisor at Schwab Wealth Advisory with six years of industry experience. She holds a Series 66 designation and has previously worked at Goldman Sachs Ayco, Fidelity Investments, Bank of America, and Merrill Lynch. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s advice is based on proprietary asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Allison Arvold is a financial advisor at Lido with Series 65 credentials and two years of industry experience. Her prior work includes roles at Portside Investment Advisors, Lincoln Financial Group, Bank of America, and community involvement with the Neighborhood House Community Center. Lido serves a diverse client base, including high-net-worth individuals, family offices, trusts, and institutional investors. The firm employs an integrated wealth-management approach featuring tactical and defined-risk option strategies and offers a broad range of services supported by affiliated entities in trust, tax, insurance, and brokerage.

Charles Claver is a financial advisor at OSAIC Institutions, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Infinex Investments, Inc., First Brokerage America LLC, First Bank, and TIAA-CREF. Outside of his advisory work, he is an owner and investor in Aunt Eleanor's, a delicatessen restaurant expected to open in June 2025. OSAIC Institutions, Inc. is an SEC-registered adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services and operates a hybrid adviser/broker-dealer structure with access to alternative investments and lending solutions.

Arman Vafi is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been associated with PlanMember, Pacific Summit Financial Inc., and his own firm, Legacy Financial, since 2020, and has prior experience working with Princess Cruises for 18 years. Outside of his advisory roles, he is involved in real estate sales and insurance services through independent ventures. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive, while also offering education and support services to plan sponsors and participants.