Masayuki Nakayama is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at World System Builders and Nissin International Transport. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and a registered investment adviser, providing a range of discretionary and non-discretionary investment solutions.

Adrian Engel is a CFA® charterholder and holds a Series 63 license with 11 years of industry experience. He has worked at City National Rochdale since 2015. Outside of his advisory role, Adrian serves on the advisory board of Iluria, a company developing software to monitor ADHD-related patterns using commercial smart wearables, and participates on the committee for the JVS Socal Scholarship Program, which supports job seekers through candidate selection. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors, employing an active, multi-strategy investment process that integrates quantitative and fundamental analysis. The firm offers portfolio management and sub-advisory services and sponsors multiple mutual and interval funds, managing approximately $73 billion in assets across 125 advisors.

Vincent Maldonado is a financial advisor at GWN Securities Inc. with one year of industry experience. He holds the Series 66 designation and has prior work experience at firms including Robinhood and California State University. Maldonado is also a registered representative with LA Pension Planners and engages in life and health insurance sales. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers through a variety of managed-account programs and model portfolios.

Eric Li is a financial advisor at HSBC Securities (USA) Inc. with 10 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at HSBC and JP Morgan Chase in both banking and securities roles. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, combining client-directed and discretionary portfolio options. The firm’s investment approach uses multiple risk profiles and integrates strategic and tactical asset allocation developed with HSBC Global Asset Management, supported by ongoing fund due diligence and monitoring.

Jack Kirby is a financial advisor at Lido with a Series 65 designation and five years of industry experience. His prior roles include positions at Wells Fargo Advisors and California Lutheran University. Lido serves high-net-worth and ultra-high-net-worth clients, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach emphasizing diversification across various asset classes and options-based strategies, managing most assets on a discretionary basis and utilizing third-party managers when appropriate.

Jianmin Li is a financial advisor with HSBC Securities (USA) Inc. in Arcadia, CA, holding Series 66 and Series 63 licenses and bringing 15 years of industry experience. He has worked with HSBC Securities since 2010 and concurrently serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers both client-directed and fully discretionary investment programs, utilizing model risk profiles and a combination of strategic and tactical asset allocation advised by HSBC Global Asset Management and affiliated providers.

Ashley Ethridge is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked in various roles since 2014, including at New York Life and Capital Edge Insurance & Financial Services, and is currently involved in brokering non-registered insurance products through her ownership of Frontline Finance & Insurance Services LLC. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services primarily on a non-discretionary basis. The firm provides tailored advisory solutions and operates within an integrated New York Life affiliate structure.

Joyce Lee is a CFP® professional with 12 years of industry experience. She has worked at Capital Group Private Client Services, Inc. since 2024 and previously spent nine years at First Foundation Advisors. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach and a mix of separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Aaron Jackson is a CFP®-certified financial advisor with 11 years of industry experience. He currently works at Sanctuary Advisors, LLC and Sanctuary Securities, Inc., and has previous experience at PFS InvestmentS Inc, Primeric Financial Services, and the U.S. Department of State. He serves as a general board member for Congo & Beyond. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent advisors who offer customized investment strategies and fiduciary services across discretionary and non-discretionary accounts.

Natalie Stover is a financial advisor at Lido with one year of industry experience. She holds a Series 65 designation and previously worked at Focus Partners Wealth, LLC, Monster Energy, Dutch Bros, and Letzroll Offroad. 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, and retirement and estate planning, employing an integrated wealth management approach across a broad range of asset classes and options-based strategies.

William McMorran is a financial advisor with NewEdge Advisors and holds a Series 63 designation. He has 36 years of industry experience, including roles at NewEdge Securities and Mid Atlantic Financial Management. Outside of his advisory work, he is president and CEO of a consulting business serving not-for-profit organizations and is involved in charitable gift administration. He also serves as treasurer on the Hollywood Homeowners Association Board of Directors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Todd Krieg is a CFA® charterholder with 20 years of industry experience. He currently works at Lido Advisors, LLC, where he has been since 2024. Prior to joining Lido, he spent nine years at Pegasus Partners Ltd. Lido Advisors 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 with diversification across various asset classes and implements options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers when appropriate.

Daniel Pagliaroli is a financial advisor with Eagle Strategies (NY Life) based in Pasadena, CA. He holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to his current role, he worked at Fox Sports and ESPN. Outside of advisory work, he is a silent partner in a retail franchise, The UPS Store. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client and plan sponsor objectives, with a large portion of assets managed on a non-discretionary basis.

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.

Mia Terzic is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Her work history includes roles at Citi Bank and OneSignal, and she completed her education at the University of California, Berkeley. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale alongside specialized market roles such as swap dealing and futures commission merchant activities.

Masa Sekulic is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 21 years of industry experience. He has worked at Citigroup since 2017 and previously held roles at Deutsche Bank Securities Inc and Db National Trust Company from 2011 to 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custodial services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and derivatives services.

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 Angel of the Winds Casino, as well as experience in the food service industry and retail. 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, and retirement and estate planning, employing an integrated wealth management approach that includes diversification across asset classes and options-based strategies.

Michael Lange is a financial advisor at First Citizens Investor Services, Inc. with 18 years of industry experience. He holds a Series 66 designation and has previously worked at City National Securities, City National Bank, and Wells Fargo in various capacities. Outside of his financial advisory role, Lange serves as a board member and coach for a girls' youth softball league and has provided baseball and softball lessons. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering a range of advisory and brokerage services including portfolio management, model portfolios, and financial planning. The firm employs a client process focused on assessing financial needs and risk tolerance to guide investment allocation, managing primarily non-discretionary accounts with oversight from an Investment Products Committee.

Robert Baron is a CFA® charterholder with 27 years of industry experience. He is currently with Citigroup Global Markets, where he has worked since 2018. Prior to that, he held positions at J.P. Morgan Securities Inc. and J.P. Morgan Chase Bank, NA. 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 specialized market roles, including swap dealer and futures commission merchant activities, and offers a broad range of advisory and execution services.

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.