Derenik Sardarimasihi is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding Series 63 and 66 licenses and having five years of industry experience. His prior roles include positions at Unionbanc Investment Services, MUFG Union Bank, HSBC Bank USA, N.A., and Bank of the West. Outside of his advisory work, he provides in-home care for his parents through the California Department of Social Services. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, with a range of discretionary and non-discretionary options. The firm’s investment process utilizes model risk profiles and combines strategic and tactical asset allocation developed in partnership with HSBC Global Asset Management and affiliated providers.

Alireza Damirchilou is a financial advisor at HSBC Securities (USA) Inc. with Series 66 and Series 63 licenses and 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 a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, utilizing both client-directed and discretionary investment strategies supported by global asset management and fund due diligence teams.

David Gallacher is a CFA® charterholder with 14 years of industry experience. He has worked at William Blair since 2021 and was previously with Cyrus J. Lawrence LLC from 2015 to 2021. Gallacher holds Series 66 and Series 63 licenses and is based in Los Angeles, CA. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Sean Rodriguez is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Valic Financial Advisors since 2011 and also works with Agia in a non-securities insurance capacity. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and providing various overlay options for portfolio customization.

Anna Crabs is a financial advisor at Lido with two years of industry experience. She holds the Series 66 designation and previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Equitable Financial Life Insurance. 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, with an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Paul Leach is a CFP®-designated financial advisor at Rockefeller Financial LLC with 18 years of industry experience. He previously worked at Bank of America and Merrill from 2009 to 2023 before joining Rockefeller Financial. Outside of his advisory role, he is the founder of Surf 4 Kidz, a charity surf camp supporting a nonprofit that trains and places at-risk military veterans in welding jobs. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

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. He has worked at Lido Advisors, LLC since 2025 and previously held positions at Exchange Capital Management Inc, Mitchell Family Office, McQueen Financial Advisors, United Wholesale Mortgage, and Ally Financial. 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 that emphasizes diversification across various asset classes and utilizes options-based strategies, managing assets on a discretionary basis and coordinating with third-party managers and sub-advisers when appropriate.

John Gergurich is a financial advisor at Lincoln Investment with 19 years of industry experience. He holds the Series 66 designation and has worked at Lincoln Investment since 2012. In addition to his advisory role, he is the CEO and owner of Scripps Tax & Financial Group, where he provides tax consultation, preparation, and planning services. Gergurich is also licensed as a life insurance agent involved in insurance planning and case implementation. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans, including educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management utilizing model portfolios and third-party managers, with investment strategies supported by an in-house Investment Management & Research team.

Derek Tam is a CFP® with 19 years of industry experience, currently serving at Lido Advisors, LLC since 2023. His prior experience includes roles at SVB Financial Group and Boston Private Wealth LLC. Outside of financial advising, he is a co-owner and serves on the board of directors and finance committee for Hapa Brewing Company. 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 provides investment management, financial planning, family office, retirement, and estate planning services using an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Carol Lens is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Lido. Her prior roles include positions at Olympus Wealth Management, Qualtrics, J.P. Morgan Securities, and Wells Fargo Advisors. Outside of her advisory work, she is a vice president and co-owner of Property Execs LLC, a rental property business. 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 a diversified, integrated wealth management approach that includes options-based strategies and typically manages assets on a discretionary basis using both in-house and third-party managers.

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.

Jenny Dudrey is a financial advisor at Lido with 22 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Platte River Wealth Advisors, Wells Fargo Clearing, and Wells Fargo Advisors. She is also a notary public in Colorado. 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, using an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Samuel Richman is a financial advisor at Lido with six years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at IFM (US) Securities, Earnest Research, Morgan Stanley Smith Barney, and Bernstein Private Wealth Management. Richman is based in Los Angeles, CA. 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 while pursuing a diversified, integrated wealth management approach that includes options-based strategies and the use of third-party managers and sub-advisers.

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.