Ana Fuentes is a financial advisor at Osaic Institutions, Inc. with one year of industry experience. She holds the Series 66 designation and has worked previously at Financial Partners Credit Union and Farmers and Merchants Bank. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and a unique service and distribution model.

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 at Lido Advisors, LLC since 2023. Prior to joining Lido, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2023. Outside of his advisory role, he is the sole proprietor of Samurai Race LLC, a recreation business based in New Jersey. 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 across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and often utilizing third-party managers and sub-advisers.

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 eight years at Fidelity Investments. 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 an integrated wealth management approach with diversified strategies across multiple asset classes and implements options-based strategies both directly and through pooled vehicles.

Amit Josef is a financial advisor at Lido with 12 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Lido in 2025, he worked at Avitas Wealth Management for seven years and UBS Financial Services for four years. 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, offering investment management, financial planning, family office services, and estate planning, with a focus on diversification and options-based strategies.

Fabian Sierra is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Citigroup Global Markets since 2019. Prior to this, he was employed at E*Trade Securities and had brief roles outside the financial industry. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles, including in-house research and futures commission services.

Grace Lee is a financial advisor with Eagle Strategies (New York Life) based in Los Angeles, CA, holding Series 63 and Series 66 designations and three years of industry experience. She previously worked for Franklin Templeton for 17 years and maintains an investment role as a passive investor in private companies through AGO Special Situations LP. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client and Plan Sponsor objectives, managing a majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Frederick Williams is a financial advisor at Transamerica Financial Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Transamerica Financial Advisors since 2013. Outside of his advisory role, Williams is involved in the development and management of homeless housing and services through New Life Global Development Inc. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, estates, and businesses. The firm utilizes model portfolios and third-party managers to deliver investment advisory and retirement-plan services through multiple program platforms.

Kristie Garrett is a CFP® and Series 66 credentialed advisor with 17 years of industry experience. She currently works at EP Wealth Advisors, LLC and previously held positions at Zevenbergen Capital Investments LLC and Brighton Jones LLC. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm provides discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, using a suitability-driven process that incorporates various investment vehicles and fiduciary ERISA services.

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.

Jeffrey Lehman is a financial advisor with EP Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Lehman & Derafelo Financial Resources LLC and Royal Alliance Associates, INC. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to manage portfolios and offers services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Robert Keane is a CFP® professional with eight years of experience in financial advisory. He is currently with EP Wealth Advisors, where he has worked since 2025. Prior to this, he spent seven years at Peninsula Wealth and six years at Wells Fargo Bank. EP Wealth Advisors, LLC is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, employing a suitability-driven process across a range of investment options.

Reginne Arevalo is a financial advisor with Schwab Wealth Advisory in Los Angeles, CA, holding a Series 66 credential and six years of industry experience. Her prior roles include positions at Goldman Sachs Ayco, Fidelity Investments, Bank of America, and Merrill Lynch. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering investment recommendations and financial planning services using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on client-directed trading and annual account reviews without discretionary trading authority.

Allison Arvold is a financial advisor at Lido with two years of industry experience holding a Series 65 designation. Her prior roles include positions at Portside Investment Advisors, Lincoln Financial Group, Bank of America, and community involvement with Neighborhood House Community Center. Lido serves high-net-worth and ultra-high-net-worth clients, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers investment management, financial planning, and family office services through an integrated wealth management approach that emphasizes diversification and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Simon Woo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Transamerica, he worked at Tickpick and eBay and has experience selling sports cards on eBay as a personal venture. 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 provides discretionary and non-discretionary investment options and supports plan clients with affiliated retirement and recordkeeping entities.

Patrick Donovan is a financial advisor at EP Wealth Advisors with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Minot Wealth Management LLC and J.P. Morgan in both their bank and securities divisions. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm provides discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, using a suitability-driven process and a range of investment options.

Johnny Chuchen is a financial advisor at Integrated Wealth Concepts LLC with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previously served in advisory roles at Laurel Wealth Advisors and Ivernia Capital, where he is also a managing partner focused on advising high-net-worth clients on long-term wealth planning. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, combining enterprise scale with a range of model and wrap-fee options and employing primarily long-term investment strategies alongside shorter-term adjustments.

Austin Loveland is a financial advisor at EP Wealth Advisors with four years of industry experience. He holds a Series 65 designation and has previously worked at Soltis Investment Advisors and SunWest Management. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, providing wealth management, discretionary portfolio management, and financial planning services. The firm constructs customized model portfolios and utilizes various analytical methods, including fundamental, technical, and cyclical analysis, while also offering access to tax preparation and estate-document services for qualified clients.

Charles Faulhaber is a financial advisor at Lido with 19 years of industry experience. He holds the CFP® and ChFC® designations as well as a Series 63 license. Prior to joining Lido, he worked at Northwestern Mutual Investment Management for 14 years and has held roles at several wealth management firms including Lord and Richards and AE Wealth Management. 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 integrated wealth management services including investment management, financial planning, family office services, and retirement and estate planning, with a focus on diversification across various asset classes and options-based strategies.

Michael Mcmullin is a financial advisor with Lido in Los Angeles, CA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm provides investment management, financial planning, family office services, and retirement and estate planning through an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.