John Barnes is a financial advisor at Lido with Series 65 and Series 66 credentials and seven years of industry experience. His prior work includes roles at William Blair & Co and Morgan Stanley. Based in Los Angeles, he has been with Lido since 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 provides investment management, financial planning, family office services, and estate and retirement planning, utilizing a diversified wealth management approach that includes equities, fixed income, alternatives, and options-based strategies.

Nicholas Henry is a CFA® charterholder and Series 63 licensee with one year of industry experience. He currently works at Mercer Global Advisors Inc. and previously held roles at BMO Wealth Management, Liberfield Capital, and NYLIFE Securities LLC. Prior to his financial career, he was involved with Swim Right Academy. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios implemented through a range of investment vehicles including ETFs, index funds, and separate account managers.

Brandon Asher is a Private Wealth Advisor and co-founder and managing partner of The Miller | Asher Group, where he focuses on implementing tailored portfolio and wealth structuring strategies for individuals, business owners, and families across generations. He utilizes the resources available through Merrill Private Wealth Management, including access to structured credit through Bank of America, to provide comprehensive advice in areas such as global financial strategies, pre- and post-liquidity event planning, estate and family legacy planning, and philanthropic planning. Brandon holds a Bachelor's degree from Arizona State University and a Juris Doctorate degree from California Western School of Law. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). Prior to his current role, Brandon practiced law, though he does not provide legal advice in his capacity as a financial advisor. He is actively involved in community organizations including the Arizona State University Alumni Association, San Diego Chapter, and the Second Saturday Workshop hosted by the Women's Institute for Financial Education in San Diego Central. Outside of work, Brandon enjoys sports such as baseball, basketball, football, golf, and hunting, as well as fishing, music, and spending time with his family.

Carlos Di Ponio is a Series 66-licensed financial advisor with Transamerica Financial Advisors, where he has worked since 2020. He has eight years of industry experience and is also involved in film production as the manager of DaCha Film Company LLC and runs an entertainment production business under the name Jordan Charles. Additionally, he serves as CEO of an online tutoring platform called AllPro Tutors. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with various model portfolio programs and access to third-party money managers, operating as both a registered investment adviser and broker-dealer.

Arun Bharath is a CFA® charterholder with four years of industry experience. He has worked at Hightower Advisors since 2021 and previously spent 14 years at Bel Air Investment Advisors. Arun is based in Los Angeles, CA. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on portfolio construction that incorporates a range of investment vehicles and strategies.

Aren Yarian is a financial advisor with VOYA Financial Advisors, Inc. who holds Series 63 and Series 65 licenses and has 11 years of industry experience. He previously worked at FIDELITY Brokerage Services LLC before joining VOYA in 2018. Aren is based in Simi Valley, California. VOYA Financial Advisors, Inc. is an enterprise advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, unified managed accounts, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm integrates in-house and external strategists with technology-enabled tools to structure client relationships around investment policy statements and model portfolios.

Rocio Hernandez is a CFP® with eight years of industry experience, currently advising at Rockefeller Financial LLC. She previously worked at Morgan Stanley Smith Barney LLC, Manhattan West, Citigroup, and Morgan Stanley. 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 combines a Private Advisor model with a consolidated investment platform to offer discretionary and non-discretionary portfolio management, financial planning, consulting, and broker-dealer services including securities transactions and alternative investment placements.

Shane Cooper is a financial advisor with Lincoln Investment in Woodland Hills, CA, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Lincoln Investment and Pacific Southwest Financial since 2013. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) participants. The firm’s investment approach combines in-house model portfolio construction and dynamic strategies with third-party manager access, supporting both advisor-led and firm-managed portfolios.

Namik Beganovic is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Morgan Stanley, UBS Financial Services, Cortland Valuation Group, Inc, and CNR Securities, LLC. RBC Rochdale serves a diverse client base, including high net worth individuals, corporations, and charitable organizations. The firm employs an active, multi-strategy investment approach that integrates quantitative and fundamental analysis, utilizing proprietary tools and collaborations with sub-advisors to tailor portfolios across various asset classes.

Evan Menendez is a financial advisor at Lido with Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Morgan Stanley and held a part-time assignment at UBS. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices and charitable organizations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach with diversification across various asset classes and options-based strategies, managing assets primarily on a discretionary basis.

Thomas Petrocelli is a financial advisor at Lido with three years of industry experience. He holds a Series 65 credential. His prior roles include positions at Fountainhead Asset Management, Bloomberg LP, and Milluk Inc. 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, employing an integrated wealth management approach with diversification across multiple asset classes and options-based strategies.

Yongkwan Kim is a CFA® charterholder and holds a Series 66 license with 22 years of industry experience. He currently serves as an advisor at Hightower Advisors, having joined in 2022, and previously worked at VP Distributors LLC and Kayne Anderson Rudnick Investment Management LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a focus on portfolio construction, proprietary research, and access to alternative investments.

Samuel Hoeck is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Lido. His prior experience includes roles at First Republic Investment Management and Securities, Wells Fargo Clearing, San Diego Gas & Electric, and Kestra Investment Services. Lido provides wealth management services to 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 approach that includes diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers when appropriate.

Matthew Woodward is a financial advisor at Mariner with 16 years of industry experience. He holds a Series 66 designation and previously worked at AdvicePeriod, LLC for six years before joining Mariner in 2022. Woodward serves as a GLG Council Member providing consulting services and is a board member and volunteer for Toluca Baseball, a nonprofit baseball league. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations through investment management, financial planning, and retirement plan consulting. The firm offers customized portfolio solutions supported by in-house research and third-party managers, along with integrated tax services and specialized financial wellness and family office capabilities.

Lucy Rojo is a financial advisor with Transamerica Financial Advisors in Woodland Hills, CA, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior work includes roles at World Financial Group, INC. and leadership at Alliance Naturopathic Group, Inc., a naturopathic medicine clinic where she has been involved in patient consultation, management, and treatment planning since 2002. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering a combination of advisory and broker-dealer services through proprietary model portfolios and access to third-party money managers.

Lauren Guzman is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding a Series 66 designation and nine years of industry experience. Her work history includes positions at Fidelity Investments, Bank of America, N.A., and Merrill. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary portfolio options. The firm utilizes a multi-profile investment process supported by global asset management and manager due diligence, operating as a registered adviser, broker-dealer, and futures commission merchant.

Marc Rock is a financial advisor with Lido who holds Series 63 and Series 66 credentials and has 16 years of industry experience. He has held roles at Lido Advisors, SecureVest Financial Group, Abrahamsenrock, Ohio National Financial Services, and Guardian Life Insurance Company. He is also the managing member and CEO of Abrahamsenrock, a registered investment advisor providing customized wealth management solutions. 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 on a discretionary basis while utilizing third-party managers and sub-advisers when appropriate.

Andrew Theodore is a financial advisor at Lido with 9 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Raymond James & Associates and Charles Schwab. 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 and utilizing third-party managers when appropriate.

Sergio Duenas Granados is a CFA® charterholder serving as a financial advisor at Lido with nine years of industry experience. He has been with Lido Advisors, LLC since 2017 and previously worked at the Academy of Beauty from 2013 to 2017. Outside of his advisory role, he is a partner in the Piruchi Food truck business in Los Angeles, where he manages financial records. 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 focused on diversification across various asset classes and options-based strategies, typically managing assets on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

James Lang is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at LPL Financial and Ball & Company, alongside operating his own firm, Lang Wealth Management, LLC. Lang also owns J.D. Lang & Associates, a legal practice focused on estate and tax planning, and serves as an officer for the Learned Preston Foundation, assisting with its legal, accounting, and tax administration. Independent Financial Group, LLC offers investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a model-based investment approach combining strategic asset allocation, multi-manager portfolios, and a mix of passive and active exposures tailored to client risk profiles.