Shaina Desai is a CFP®-certified financial advisor with eight years of industry experience. She is currently with Hightower Advisors and has held prior roles at Northwestern Mutual Wealth Management Company and Jessica Aliotti. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and access to pooled investment vehicles and private funds.

Phuong Dinh is a financial advisor at Lincoln Investment with Series 66 credentials and one year of industry experience. Prior to joining Lincoln Investment, Dinh has been self-employed since 2015 and is involved with Vers, LLC. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management services supported by an in-house investment management team and a broad network of independent advisors.

Simon Zhang is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm emphasizes discretionary SMA management alongside family-office and administrative services, employing a centralized macroeconomic research-driven investment process tailored to clients with significant net worth.

Albert Jennings Segura is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. Segura has involvement in non-variable insurance activities alongside his advisory role. Stratos Wealth Partners, Ltd is an SEC-registered enterprise firm with approximately 379 advisors managing about $18.6 billion in assets. The firm serves individuals, retirement plans, corporations, nonprofits, and other institutional clients through a model that emphasizes independent advisory representatives offering customized portfolio management using an open-architecture platform.

Marcelo Bernardo is a financial advisor with Carson Wealth based in Woodland Hills, CA, holding Series 63 and Series 65 licenses with 34 years of industry experience. His career includes roles at firms such as Citigroup Global Markets and LPL Financial, and he has been involved with The Money Guys radio show since 2008. He also sells fixed insurance products including life insurance, annuities, and long-term care. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, with investment strategies developed by an Investment Committee that combines fundamental and technical analysis and provides tailored solutions including custom indexing and access to alternative investments.

Ahmad Khalil is a financial advisor at Oppenheimer with nine years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2022, following prior roles at Guggenheim Securities and Wedbush Securities Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a range of discretionary and non-discretionary investment services including strategic asset allocation, manager selection, and retirement consulting, while maintaining custody of client assets as a qualified custodian.

Daniel Brown is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior roles include positions at Annex Wealth Management, Pegasus Partners, and Milwaukee Public School. He studied at the University of Wisconsin, Madison, and has experience in both the financial and education sectors. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, providing integrated wealth management, financial planning, and affiliated trust, tax, insurance, and brokerage services. The firm combines active sub-advisory and investment-company roles with a broad range of in-house capabilities and manages approximately $42.5 billion in assets.

Brian Haloossim is a financial advisor at Lido with 23 years of industry experience. He holds the Series 66 designation and previously worked for Sanford C. Bernstein from 2003 to 2026. Outside of his advisory role, he serves on the advisory board of Qloo Inc., a technology company focused on entertainment and culture, where he provides strategic advice and participates in product testing. Lido advises a broad client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm employs an integrated wealth-management approach with a focus on tactical and defined-risk option strategies, and it combines traditional advisory services with extensive affiliated capabilities such as in-house trust companies and tax subsidiaries.

Teancum Stafford is a financial advisor at Lido with Series 66 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Wells Fargo Clearing and Empower Advisory Group. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering integrated wealth management, financial planning, and family office services. The firm employs a tactical investment approach that includes equity, fixed income, alternative investments, and defined-risk option strategies, and it also acts as a sub-adviser to several investment funds.

Alireza Damirchilou is a financial advisor with HSBC Securities (USA) Inc. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior roles include positions at HSBC Bank USA, N.A., Farmers Insurance Agency, F.F.Nab, and Bank of Industry and Mine. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary options. The firm’s investment approach combines strategic and tactical asset allocation with ongoing fund due diligence and monitoring, supported by affiliated and third-party providers.

David Gallacher is a CFA® charterholder with 14 years of industry experience and has been with William Blair since 2021. Prior to joining William Blair, he worked at Cyrus J. Lawrence LLC for six years. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm utilizes an active, research-driven management approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Sean Rodriguez is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Valic Financial Advisors since 2011 and previously held roles at Agia, LPL Financial, and Wedbush Securities Inc. Outside of advisory work, he is involved with Agia as an agent offering non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and unified managed accounts through a large network of advisors, leveraging centralized technology and third-party model managers.

Anna Crabs is a Series 66-licensed financial advisor at Lido in Los Angeles, CA, with two years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Equitable Financial Life Insurance. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and corporations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that combines traditional and alternative investments, including tactical option strategies, and is active in sub-advisory roles for investment funds.

Paul Leach is a CFP® with 19 years of industry experience, currently serving at Rockefeller Financial LLC. His prior experience includes roles at Bank of America, Merrill, and Citigroup Global Markets. He is the founder of Surf 4 Kidz, a charity surf camp supporting a local nonprofit that provides welding training and job placement for at-risk military veterans. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, family offices, institutional clients, and corporations. The firm combines discretionary and non-discretionary portfolio management with broker-dealer capabilities, offering access to a broad range of investment solutions through its consolidated platform, Rockefeller Global Investment Management.

Hwa Jin Kim is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His career includes roles at The Leaders Group Inc, Ameritas Advisory Services, and The Prudential Insurance Company of America. Outside of advising, he serves as Executive Vice President of Sales at EMP Financial Network. TLG Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, and offers portfolio management, comprehensive financial planning, and fiduciary services for ERISA-qualified retirement plans.

Benjamin Samoylov is a CFA® charterholder with two years of industry experience, currently advising clients at Lido. His prior roles include positions at Exchange Capital Management Inc, the Mitchell Family Office, and McQueen Financial Advisors. Lido serves a diverse client base, including high-net-worth individuals, family offices, and institutional clients, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that utilizes a broad range of asset classes and tactical strategies, and it is notable for its active sub-advisory role and extensive affiliated capabilities.

Derek Tam is a CFP® with 19 years of industry experience, currently affiliated with Lido Advisors, LLC since 2023. He previously worked at SVB Financial Group, Boston Private Wealth LLC, Banyan Partners, LLC, Silver Bridge, and H&S Financial Advisors LLC. Outside of his advisory role, he is a co-owner and finance board member of Hapa Brewing Company in San Jose, California. Lido Advisors serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering investment management, financial planning, and comprehensive wealth services. The firm employs an integrated wealth-management approach with tactical option strategies and operates through a network of affiliated entities, overseeing approximately $42.5 billion in assets.

Carol Lens is a CFP® professional with 15 years of industry experience, currently serving at Lido Advisors, LLC since 2025. Her prior roles include positions at Olympus Wealth Management, Qualtrics, J.P. Morgan Securities, Morgan Stanley, and Merrill. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that incorporates tactical and defined-risk option strategies and maintains a notable presence as a sub-adviser to several investment funds.

Sebastian Garcia Cornejo is a Series 66 designated financial advisor at Citigroup Global Markets with four years of industry experience. He has held prior roles at RBC Capital Markets and served in various positions at the University of California, San Diego. Citigroup Global Markets serves individual and institutional clients across multiple 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 through discretionary and non-discretionary programs and maintains large institutional scale alongside unique market roles such as operating as a swap dealer and futures commission merchant.

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.