Jason Ozur is a financial advisor at Lido with 16 years of industry experience. He holds a Series 65 designation and has been with Lido Advisors, LLC and Lido Advisors Holdings, LLC since 2015. He serves as a board member of Palladius Capital Management and participates in the governance of multiple Lido-affiliated entities without compensation. Lido advises 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, employing an integrated wealth management approach that includes diversification across various asset classes and options-based strategies.

Moustapha Akkari Sr. is a financial advisor with GWN Securities Inc. in Pasadena, CA, holding a Series 63 designation and 29 years of industry experience. He has been with GWN Securities since 2005 and has also worked as a self-employed advisor since 1998. Outside of his advisory role, he serves as the secretary for the South Pasadena Masonic Lodge, a nonprofit fraternal organization. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning services. The firm employs a mix of discretionary portfolio management, model portfolios, and tactical strategies including market-timing and momentum-based approaches.

Chong Shim is a financial advisor at TLG Advisors, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at firms including The Leaders Group Inc, Ameritas Advisory Services, and Prudential Insurance Company of America. Outside of his advisory work, he has been involved in senior health insurance consulting through a separate business. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors. The firm emphasizes manager selection and ongoing portfolio monitoring using fundamental analysis and Modern Portfolio Theory, offering both sub-advised accounts and a direct-to-consumer digital program called Starlight Portfolios.

Thomas Bartling is a CFP® professional with two years of industry experience, currently serving as an advisor at Lido. His prior roles include positions at Aspiriant, Platt Wealth Management, San Diego County Credit Union, and Union Bank. He serves on the Board of Directors for the Financial Planning Association of Central Florida and works part-time in food and beverage service at Eden Abbey Brewing Community. Lido advises 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 focused on diversification and options-based strategies, managing assets on a discretionary basis and collaborating with third-party managers when appropriate.

Robert Marriott is a financial advisor with GWN Securities Inc. based in Los Angeles, CA. He holds a Series 66 designation and has been with GWN Securities since 2025. Prior to his current role, he worked in various positions including roles at Element Cryotherapy and Wellness Inc, The Training Room Utah, Brigham Young University, and Coral Gables Senior High. Outside of his advisory work, he is involved with Pension101, an educational platform focused on pension planning. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through a network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including legacy market-timing and momentum-based approaches.

Kody Brown is a CFP® professional with seven years of industry experience, currently serving at Sterling Financial Group, Inc. in Pasadena, CA. His work history includes roles at The Sterling Group and LPL Financial, and he has experience outside finance with Servpro of South Pasadena & San Marino and the University of La Verne. Sterling Financial Group serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses by providing written financial planning, ongoing consulting, retirement plan consulting, and fee-based investment management. The firm emphasizes customized asset allocation aligned with clients’ risk tolerances and goals, using diversified portfolios and regular monitoring.

Jennifer Betbadal is a financial advisor at Lido with a Series 65 credential and one year of industry experience. Her prior work includes roles at J Belmont Industries LLC and J Belmont Showroom. Lido serves high-net-worth and ultra-high-net-worth clients, family offices, trusts, estates, and various organizations. The firm employs an integrated wealth management approach with diversification across multiple asset classes and options-based strategies, managing assets often on a discretionary basis and utilizing third-party managers when appropriate.

Paul Ryan is a financial advisor at Lido with 12 years of industry experience. He holds the Series 66 designation and has been with Lido Advisors, LLC since 2015. Prior to Lido, he worked at Investment Security Corporation from 2015 to 2021. 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 estate and retirement planning, using an integrated approach that includes diversification across multiple asset classes and options-based strategies.

Carl Ludwigson is a CFA® charterholder with four years of industry experience, currently advising clients at Hightower Advisors in Los Angeles. He has been with Hightower since 2021, following a nine-year tenure at Bel Air. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that includes both affiliated and third-party managers, with access to various investment vehicles and proprietary research.

William Gallon is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at The Leaders Group Inc and Gideon Strategic Partners, as well as involvement with educational organizations such as Williams College and Pine Cobble School. 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 ongoing monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and it offers both managed accounts and a direct-to-consumer digital program called Starlight Portfolios.

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 licenses and has worked at HSBC Bank USA, N.A. and JP Morgan Chase Bank during his career. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm employs a multi-profile investment process combining strategic and tactical asset allocation with ongoing fund due diligence and monitoring, serving a broad client base through both non-discretionary and discretionary portfolios.

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., 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 individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary platforms. The firm employs a multi-model investment approach supported by HSBC Global Asset Management and third-party providers, offering both U.S. and offshore investment options.

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.