Andrew Wissell is a financial advisor at Lido with one year of industry experience. He holds a Series 66 designation. His prior experience includes roles at Accelerated Wealth Partners, J.P. Morgan Securities, JPMorgan Chase Bank, First Republic Bank, Focus Financial Partners, and Union Capital Park. Lido advises a diverse range of clients, including high-net-worth individuals, family offices, and institutional entities, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that balances various asset classes and utilizes tactical option strategies, while serving as a sub-adviser to publicly traded funds and providing an extensive network of affiliated financial services.

John Kennedy III is a financial advisor at Lido with 24 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Pegasus Partners Ltd. for eight years. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering integrated wealth management that combines traditional and alternative investments. The firm manages approximately $42.5 billion in assets and features a notable investment approach that includes tactical option strategies and involvement as a sub-adviser to ETFs.

Supriya Batra is a financial advisor at Hightower Advisors with 20 years of industry experience. She holds the Series 66 designation and has worked at Hightower Advisors since 2021. Her prior experience includes roles at Bel Air Management Company, Bel Air Securities LLC, and Bel Air Investment Advisors LLC. Hightower Advisors offers investment advisory and planning services to a wide range of individual and institutional clients. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and provides services including portfolio management, financial planning, and retirement plan consulting.

Anthony Pauling is a financial advisor with D.A. Davidson & Co. in Pasadena, CA, holding a Series 66 designation and 13 years of industry experience, all with the firm since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services ranging from ERISA retirement plan advisory to comprehensive financial planning and a private wealth program for clients with over $20 million in net worth.

Brett Lindeman is a financial advisor at First Citizens Investor Services, Inc. with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Wells Fargo Bank. Brett is based in Pasadena, CA. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client process focused on financial needs assessment and diversified portfolio management using fundamental, quantitative, and technical analysis.

Kaising Lui is a CFP®-designated financial advisor with 14 years of industry experience. He is currently with GWN Securities Inc., where he has worked since 2021, following prior roles at Equitable Advisors and Axa Advisors. Lui is a silent partner in an event coordination company, Elit Productions, which focuses on photography and videography. 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 and model portfolios, utilizing a range of investment strategies including traditional asset allocation and legacy market-timing approaches.

Alan Kaye is a financial advisor at TLG Advisors, Inc. with 45 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at The Leaders Group Inc and Cetera Advisor Networks, LLC. He also operates Alan Kaye Insurance, an insurance business active since 1973. TLG Advisors serves a diverse client base, including individuals, high-net-worth clients, trusts, corporations, and institutional investors, providing investment supervisory services, portfolio management, and financial planning. The firm utilizes fundamental analysis and Modern Portfolio Theory to construct diversified portfolios and offers a direct-to-consumer digital program, Starlight Portfolios, which adjusts portfolios based on risk profiles and market conditions.

Thomas Jones is a financial advisor at Cerity Partners LLC with 36 years of industry experience. Prior to joining Cerity Partners in 2023, he worked for Gamble Jones Investment Counsel for 49 years. He is based in Pasadena, CA. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, business entities, charitable institutions, and institutional investors. The firm offers customized wealth management services utilizing a client-specific investment framework that incorporates quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Garrett Dederichs is a financial advisor at Lido with a Series 65 designation and one year of industry experience. Prior to joining Lido, he worked at KPMG, LLP for five years. 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 with a range of investment strategies and maintains a significant role as a sub-adviser to ETFs and other funds.

Henry Tam is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding Series 63 and Series 66 licenses and with 17 years of industry experience. He has worked at HSBC Securities and HSBC Bank USA since 2014 and previously at Merrill from 2012 to 2013. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations. The firm utilizes multiple program types and combines strategic and tactical asset allocation supported by affiliated and third-party providers, with a focus on client-directed, non-discretionary portfolios.

Lindsey Cook is a financial advisor with RBC Rochdale, LLC, holding the Series 66 designation and bringing 19 years of industry experience. She previously worked at Rochdale Investment Management from 2010 to 2017 and has been with CNR Securities, LLC since 2017. Outside of her advisory role, Cook serves as a committee member at JY, Inc., providing consulting on business development and coaching, and is a board member of Felicia's Children Center Foundation, a charitable organization supporting orphaned children in Tanzania. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, using an active, multi-strategy investment approach that combines quantitative and fundamental analysis. The firm offers various portfolio management and advisory services, focusing on tailored solutions across multiple asset classes.

Benjamin Huston is a CFP®-certified financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 16 years of industry experience. His prior roles include positions at The Colony Group, Gratus Capital, Mariner Wealth Advisors, Fisher Investments, and Fidelity Investments. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, and individual clients. The firm emphasizes fundamental, quality-oriented equity research and implements strategies across various market capitalizations and asset types, serving both direct clients and other investment advisers.

Brandon Denihan is a financial advisor at Lido with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Crawford Investment Counsel for 20 years. Brandon is based in Los Angeles, CA. Lido advises a diverse client base, including high-net-worth individuals, family offices, trusts, and pension plans, offering investment management, financial planning, and family office services. The firm’s integrated wealth-management approach balances asset allocation across multiple asset classes and employs tactical option strategies, while also serving as a sub-adviser to ETFs and other investment funds.

Alan Varnishung is a financial advisor with Hightower Advisors in Los Angeles, holding a Series 65 credential and two years of industry experience. His prior roles include positions at Riess London and Mercer Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research and portfolio construction techniques that include mutual funds, ETFs, alternative investments, and custom indexing.

Amitha Harichandran is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She joined Mercer in 2025 after working for SB Capital Management, Inc. for 14 years. Mercer Global Advisors serves individuals, families, small business owners, and institutions by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and various specialized portfolios.

Alison Gamble is a financial advisor at Cerity Partners LLC with 32 years of industry experience. She worked at Gamble Jones Investment Counsel for 21 years before joining Cerity Partners in 2023. She serves as a trustee and chair of the finance committee for Mayfield Senior School in Pasadena, CA. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs a client-specific investment framework that incorporates both third-party strategies and direct security selection.

Kaevaan Mackay is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Churchill Management Group and Vita CSUN. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Kendra Baranko is a CFP®, CFA®, and Series 65 credentialed advisor with 11 years of industry experience. She currently works at Wealth Enhancement Advisory Services, LLC and was previously with Pillar Pacific Capital Management, LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management, utilizing diversified, risk-class based allocations that combine passive and active management overseen by an internal Investment Committee.

Nevin Garcia is a financial professional at GWN Securities Inc. with one year of industry experience. Prior to joining GWN Securities, he held roles at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, HNTB Corporation, and Foss Maritime Company. Outside of his advisory work, Garcia provides ski instruction for a youth ski and snowboard program and offers pet sitting services. GWN Securities serves individual and corporate clients through a range of managed account programs and financial planning services. The firm uses a combination of affiliated and unaffiliated sub-advisers and employs both traditional asset allocation and tactical trading strategies in its portfolio management.

Ben Hamblen is a financial advisor at Lido with 13 years of industry experience. He holds Series 65 and Series 66 licenses. His prior roles include positions at Mass Mutual Life Insurance Company, Mass Mutual Investors Services, Hornor, Townsend & Kent, LLC, and The Penn Mutual Life Insurance Company. Outside of advising, he is involved in insurance sales and service, including managing insurance products for Penn Mutual Life. Lido advises a diverse client base ranging from high-net-worth individuals and family offices to charitable organizations and pension plans, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies, and it is notable for its active sub-advisory roles and extensive affiliated capabilities.