Jenning Chen is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and 66 licenses and 21 years of industry experience. He is also involved in multiple insurance-related ventures, including operating Strategic Horizon and Jenstar Financial and Insurance, where he sells fixed and health insurance products. His career includes roles at Ameritas Investment Corp, Capstone Financial Group, and Lion Street. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, offering asset management, retirement plan advisory, and financial consulting through a variety of platforms and investment options. The firm is part of a mutual holding company with affiliated broker-dealer, insurance, and investment entities, broadening available investment strategies.

Ivy Fai Chan Wang is a financial advisor with HSBC Securities (USA) Inc. and holds Series 63 and Series 66 licenses. She has 13 years of industry experience with prior roles at J.P. Morgan Securities, Bank of America/Merrill Lynch, and Citigroup. She also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities (USA) Inc., where she engages in the sale of bank-related products alongside her advisory duties. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides a range of programs, from client-directed to fully discretionary portfolios, utilizing strategic and tactical asset allocation in collaboration with HSBC Global Asset Management and other affiliated providers.

Kamarra Freeman is a Series 65-licensed advisor with Lido in Los Angeles, CA, and has one year of industry experience. She previously worked at Banks Capital, Kinfolk Venture Capital, PayPal Holdings Inc., and Tinker Growth. Freeman is also associated with Club Ethos. Lido serves a wide range of clients including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach combining equities, fixed income, alternatives, and tactical option strategies, and holds approximately $42.5 billion in regulatory assets under management.

Kawin Thoncompeeravas is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has concurrent roles in several other businesses, including ownership of landscaping and commercial cleaning services. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to institutional clients, offering both advisory and broker-dealer services with a variety of proprietary and third-party investment programs.

Elena Rotariu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has been associated with Transamerica Financial Advisors since 2012 and also holds roles with Destiny Builders 9, LLC, Word and Brown General Agency, and Ro & E Services, Inc. Outside of her advisory work, she provides accounting and payroll services through Ro & E Services, Inc. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers advisory and broker-dealer services utilizing proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Kyle Cross is a financial advisor at Lido with five years of industry experience. He holds a Series 65 designation and has worked at Lido Advisors, LLC since 2020. His prior experience includes roles at PricewaterhouseCoopers, Genentech, UCLA, and Avanade. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that incorporates tactical option strategies and manages approximately $42.5 billion in assets.

Richard Henry is a financial advisor at Lido with a Series 65 credential and seven years of industry experience. He previously worked at Wells Fargo Investment Institute, Inc. from 2019 to 2026 and Sauganish Capital Management LLC from 2012 to 2016. Richard is based in Los Angeles, CA. Lido advises a diverse clientele, including high-net-worth individuals, family offices, charitable organizations, and institutional investors, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies and serves as sub-adviser to notable investment funds such as the VanEck U.S. Equity Buffer ETF.

Moya Higgins is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. She holds the Series 65 designation and previously worked for Churchill Management Group for 13 years before joining Focus Partners in 2025. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Jacob Silverstein is a CFP®-credentialed financial advisor with six years of industry experience, currently serving at Lido Advisors, LLC. Prior to joining Lido, he worked at All-Terrain Financial and has held various roles in diverse industries. Outside of his advisory work, he is the sole proprietor of JTS Capital LLC, an investment property management business. Lido Advisors serves a wide range of clients including high-net-worth individuals, family offices, and institutional entities, providing investment management, financial planning, and family office services. The firm utilizes an integrated wealth-management approach with a focus on tactical and defined-risk option strategies, and it is involved in active sub-advisory roles for ETFs and private funds.

Andrey Manannikov is a financial advisor at HSBC Securities (USA) Inc. with six years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Bank of America, Merrill, and JPMorgan Chase. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary options. The firm utilizes a combination of strategic and tactical asset allocation supported by global asset management teams, with a notable portion of assets held in client-directed, non-discretionary portfolios.

Kevin Yardumian is a financial advisor at GWN Securities Inc. with one year of industry experience. He holds the Series 66 designation and has previously worked with American Campus Communities and the University of California, Irvine. GWN Securities offers investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning solutions. The firm employs a mix of affiliated and unaffiliated sub-advisers, utilizing asset allocation and Modern Portfolio Theory, and is known for incorporating market-timing and momentum-based strategies in its legacy programs.

Danial Fereydani is a financial advisor at AE Wealth Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2016, with prior experience at Global Financial Private Capital, LLC and ongoing involvement at Pendo Insurance Services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm operates a range of model portfolios and asset management programs, managing approximately $49.8 billion for over 127,000 clients, and employs a platform-driven approach with discretionary strategies and regular performance reporting.

Warren Baker is a CFA®-designated financial advisor with seven years of industry experience, currently with Lido Advisors, LLC. He previously worked at Platte River Wealth Advisors for five years and Wells Fargo Private Bank for nineteen years. Baker serves as a board member of the Colorado Foundation for Conductive Education, a nonprofit organization. Lido advises a diverse client base, including high-net-worth individuals, family offices, and institutional entities, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies and serves as sub-adviser to notable funds such as the VanEck U.S. Equity Buffer ETF.

Davis Bell is a financial advisor at Lido with a Series 65 license and three years of industry experience. He has worked at Lido Advisors since 2022 and previously spent one year at Emissary Wealth. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and pension plans, providing investment management, financial planning, and related services. The firm manages approximately $42.5 billion in assets and employs an integrated wealth-management approach that includes tactical and defined-risk option strategies across a range of asset classes.

Andrew Wallace is a financial advisor at Lido with Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Corient Services LLC, Bain & Company, Northwestern University, and Sanford C. Bernstein & Co., LLC. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach across various asset classes and offers investment management, financial planning, family office services, and access to affiliated trust, tax, insurance, and brokerage services.

Luke Chua is a financial advisor at GWN Securities Inc. with a Series 66 designation. He has been in the industry for approximately one year and has prior experience with Providian Assets Management LLC and Golden Arches Development Corporation. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning offerings. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and model-based allocations, employing market-timing and momentum-based strategies in certain legacy programs.

Linda Han is a financial advisor at Equity Services, Inc. with seven years of industry experience. She holds a Series 66 designation and has been with Equity Services since 2018. Prior to that, she worked at National Life Group starting in 2015. Outside of her advisory role, Han is an insurance agent at Worthington Financial Partners. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers various advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Massimigliano Sasso is a financial advisor at Capital Group Private Client Services, Inc. with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Capital Bank & Trust Company and City National Rochdale. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager investment approach known as the "Capital System" and offering access to separately managed accounts, pooled funds, and alternative strategy investments.

Dale Kang is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles. He has held multiple roles within Capital Group Private Client Services and previously worked at Capital Bank & Trust Company. Outside of finance, Dale is a partner at N10 Dance Studios, where he manages various operational aspects. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager investment approach across separately managed accounts, mutual funds, ETFs, and alternative strategies.

Malcolm Roane is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 registrations and 36 years of industry experience. His career includes roles at Infinex Investments, Inc., LPL Financial, and Financial Partner Credit Union. Additionally, he is involved with AmerEstate Legal Plan, Inc., a business focused on living trusts and wills, primarily providing referrals. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan support, and access to alternative investments, operating through a hybrid adviser/broker-dealer model with a distinctive emphasis on independent third-party promoters and extensive affiliations.