Raymond Lew is a financial advisor at Oppenheimer with 32 years of industry experience. He holds a Series 63 designation and has worked at Fahnestock & Co. Inc. since 2003. Based in Los Angeles, CA, he is affiliated with one of the larger advisory firms in the industry. 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 a range of programs including asset management, consulting, and retirement services, with advisory portfolios covering equity, balanced, and fixed income strategies.

Mark Roman is a financial advisor at Oppenheimer with 13 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2017. Prior to that, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. 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 a range of programs across discretionary and non-discretionary bases, focusing on equity, balanced, and fixed-income portfolios with strategic and tactical asset allocation.

Jon Carrier is a financial advisor at Cresset Asset Management, LLC with three years of industry experience. He holds a Series 65 designation and previously worked with the Los Angeles Rams and the National Football League. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, offering services such as wealth management, financial planning, and discretionary portfolio management with a disciplined, risk-aware approach that incorporates active and passive strategies across multiple asset classes.

Ronald Flores is a financial advisor at Capital Group Private Client Services, Inc. with two years of industry experience. He previously worked for Capital Group Companies for ten years. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach and fundamental research to manage client portfolios through separately managed accounts, affiliated funds, and alternative investment options.

Javier Jimenez is a financial advisor at Lido with seven years of industry experience. He holds the CFP® designation and Series 66 license. His prior roles include positions at Copperwynd Financial, Vanguard Group, Edward Jones, and ComCap Advisory. He serves as the HOA Treasurer of Woodland Springs Association in Arizona. 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 with diversification across multiple asset classes and implements options-based strategies, managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Craig Brothers is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and 41 years of industry experience. His prior work includes long-term roles at Bel Air Investment Advisors, LLC, Bel Air Securities LLC, and Bel Air Management Company LLC. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach involves manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Dillon Christensen is a financial advisor at MAI Capital Management, LLC with 13 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked previously at Evoke Wealth, LLC and Bel Air Investment Advisors LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of customized portfolio strategies and serves both product-sponsor and advisory roles, managing over $72 billion in assets.

Kamil Rehman is a financial advisor with Schwab Wealth Advisory and holds Series 63, 65, and 66 licenses. He has 21 years of industry experience, including prior roles at Edward Jones, Woodbury Financial Services, and Morgan Stanley. Outside of finance, he owns and operates CurrentBuild Computer, a computer hardware business focused on design and marketing. Schwab Wealth Advisory serves clients enrolled in the SWA program and certain Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm uses Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Alexandra Browne is a financial advisor at Lido with 12 years of industry experience. She holds a Series 65 designation and has worked at various Lido entities since 2014. Outside of advising, she runs a personal travel company and serves on the Mays Business School Dean's Advisory Board at Texas A&M University. Lido advises 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 multiple asset classes and options-based strategies.

Vincent Bonavia is a financial advisor at Lido with eight years of industry experience. He holds Series 65 and Series 66 licenses and has held positions at firms including Cetera Investment Services and Regions Bank. Lido serves high-net-worth and ultra-high-net-worth clients, family offices, trusts, and other entities, offering investment management, financial planning, family office services, and retirement and estate planning. The firm employs an integrated wealth management approach focused on diversified strategies across various asset classes and options-based techniques, typically managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Steven Glasberg is a financial advisor at Private Advisor Group, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Mariner Independent Advisor Network, D.A. Davidson & Co., and Morgan Stanley. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model and utilizes various investment strategies delivered through a combination of proprietary platforms and third-party managers.

Laura Braverman is a financial advisor at Lido with 19 years of industry experience, holding Series 63 and Series 65 licenses. She previously worked at Bluepointe Capital Management for 19 years before joining Lido in 2025. 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 that includes diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers and sub-advisers as appropriate.

Jordan Kunz is a CFP® and CFA® with 11 years of industry experience. He currently works at Lido Advisors, LLC, where he has been since 2023, following an 11-year tenure at Sargent Bickham Lagudis, LLC. 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 that includes diversification across multiple asset classes and implements options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers when appropriate.

Laura Kim is a financial advisor with Hightower Advisors, holding a Series 66 designation and 18 years of industry experience. She has worked at Bel Air Investment Advisors LLC and Bel Air Securities LLC since 2016. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers to offer diversified portfolio construction and specialized investment strategies.

Brian Engel is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including Sawgrass Asset Management LLC, Vontobel Asset Management Incorporated, and BMO Investment Distributors. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, offering a range of active equity and fixed-income strategies. The firm emphasizes fundamental, company-level research with governance and sustainability assessments and manages approximately $58 billion in assets across various investment platforms.

Edwin Huey is a financial advisor with Hightower Advisors in Los Angeles, CA, holding a Series 66 designation and 25 years of industry experience. He worked at Bel Air Securities LLC for 16 years before joining Hightower Advisors in 2021. Huey is also employed by Bel Air Investment Advisors LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Erica Jean Cortez is a CFP® professional with 14 years of experience in financial advising. She is currently with Lido Advisors, LLC and has held prior roles at firms including Mariner, Wealth Enhancement Group, Northwest Investment Counselors LLC, and Commonwealth Financial Network. 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 utilizing diversified investments and options-based strategies, often managing assets on a discretionary basis and collaborating with third-party managers and sub-advisers.

Mary Gukasyan is a financial advisor at RBC Rochdale, LLC with five years of industry experience. She holds a Series 66 designation and has worked previously at Round Hill Asset Management and City National Rochdale. Mary’s prior roles also include positions in local government and academia. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and government entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, utilizing proprietary tools and working with third-party sub-advisors to deliver tailored portfolio management solutions.

Elias Kaplan is a CFP®-certified financial advisor with five years of industry experience. He is currently with Lido Advisors, LLC and previously worked at Altfest Personal Wealth Management and Ernst & Young. Outside of his advisory role, Kaplan serves as a director of Vista Hill Limited, a UK holding company involved in real estate in Uruguay. 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 that includes diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis while utilizing third-party managers and sub-advisers when appropriate.

Lorenzo Riley is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has held positions at several firms, including JP Morgan Securities LLC and Polaris Wealth Advisory Group. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies, along with a range of portfolio management options and financial planning services.