John Harrill is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His background includes roles in insurance sales and estate planning services, and he is involved in community activities such as providing foster care through Ventura County Children and Family Services. Harrill also participates in housing programs for international students and operates timeshare rentals. Transamerica Financial Advisors serves a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations, offering both advisory and broker-dealer services. The firm provides access to proprietary and third-party investment models with discretionary and non-discretionary options and manages over $2 billion in assets.

Mitchell Chatfield is a financial advisor with Lincoln Investment in Woodland Hills, CA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior roles include positions at Capital Analysts, Horace Mann Companies, and Flores-Chatfield Agency. Outside of his advisory work, he serves as president of the Covina-South Hills Kiwanis Club, a community service organization. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning, advisor-led consulting, and portfolio management supported by an in-house Investment Management & Research team and access to third-party managers.

John Uriostegui Jr. is a financial advisor at Rockefeller Financial LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at notable firms including Merrill, JPMorgan Chase, Deutsche Bank Securities, and Citigroup Global Markets. Outside of his advisory role, he serves on the board of a nonprofit organization focused on volleyball clinics and holds leadership positions with two investment-related companies specializing in lending and real estate consulting. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm employs a Private Advisor model and offers a consolidated investment platform that provides discretionary and non-discretionary portfolio management, financial planning, and placement services, including alternative investment vehicles and personalized managed accounts.

Philip Houchin is a financial advisor at Lido with a Series 65 credential and five years of industry experience. He previously worked at Jackson Hole Capital Partners, Mid-Con Energy Partners LP, and Patriot Bank. Outside of his advisory role, he is the managing member of Triple Down LLC, a legacy investment entity focused on oil and gas interests and real estate. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm uses 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.

Igor Zey is a financial advisor with TLG Advisors, Inc. holding CFP® and ChFC® designations and over 40 years of industry experience. He has held leadership roles at several firms, including Professional Financial Resources, Inc., Zey Financial, and Total Financial. In addition to his advisory work, he serves as a professor at California Lutheran University and provides forensic financial planning testimony. TLG Advisors, Inc. serves a diverse client base ranging from individuals to institutional investors, offering services such as portfolio management, financial planning, and fiduciary oversight of ERISA-qualified plans. The firm emphasizes manager selection and monitoring within a diversified investment approach, and also provides a direct-to-consumer digital program called Starlight Portfolios.

Mason Turner is a financial advisor at Citigroup Global Markets with 7 years of industry experience. He previously worked at Wells Fargo Bank NA for 12 years before joining Citigroup in 2025. Outside of his advisory role, he owns and provides funding for a real estate renovation venture through MX Property LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives trading.

Benedetto Falcone is a CFA® charterholder with 24 years of industry experience. He is currently with Kayne Anderson Rudnick Investment Management, LLC and has held previous roles at VP Distributors LLC and Vontobel Asset Management. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base including institutions, charitable organizations, corporations, family offices, registered investment advisers, pension plans, and individuals. The firm emphasizes fundamental, quality-oriented equity research and manages approximately $67.9 billion in assets, offering a range of strategies across multiple market capitalizations and sectors.

Brian Reisner is a financial advisor at Lido with a Series 65 credential and two years of industry experience. Prior to joining Lido in 2023, he spent 12 years at Virtual PICU Systems, LLC. He currently serves on the board of directors for Virtual PICU Systems, which supports a network of Pediatric Intensive Care Units across North America. Lido advises 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, utilizing a diversified, options-based investment approach across various asset classes and managing assets primarily on a discretionary basis.

Timothy Johnson Jr. is a CFP® with two years of industry experience, currently serving as a financial advisor at Lido. He previously worked at Capco and has held various roles including at Hawkers Asian Street Fare and Uber, where he continues to work part-time as a delivery driver. 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 estate planning, employing an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Daniel Polyakov is a CFP® with one year of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Woodland Hills, CA. His prior work includes roles at Aeg, Substance Global, Transit, and Universal Pictures. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, with options such as ETFs, mutual funds, separate accounts, and direct indexing.

Bridget Costello is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has held positions at firms including VP Distributors LLC, TD Ameritrade, RWA Wealth Partners, and Adviser Investments. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, insurers, family offices, and high-net-worth individuals. The firm’s investment process focuses on fundamental company-level research and incorporates governance and sustainability assessments across a range of active equity and fixed-income strategies.

Daniel Elijah Valverde is a financial advisor at Lido with a Series 65 credential and one year of industry experience. Prior to joining Lido, he worked at Fisher Investments for one year and has held a variety of positions in different industries including Doordash and Chick-fil-A. 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, employing an integrated wealth management approach with diversification across multiple asset classes and options-based strategies.

Christopher Wahl is a CFP® professional with 11 years of industry experience. He is currently affiliated with Mariner in Los Angeles, having previously worked at firms including NewEdge Advisors, LLC and Northwestern Mutual Wealth Management Company. Mariner serves a diverse client base ranging from individuals and high-net-worth households to pension plans and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with additional capabilities in coordinated tax compliance and family office services.

Reid Budrovich is a financial advisor at Hightower Advisors in Los Angeles, CA, holding a Series 65 designation with two years of industry experience. He has been with Hightower Advisors since 2019 following five years as a student. 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 affiliated and third-party managers along with proprietary research to offer diversified portfolio management and financial planning services.

Peter Morimoto is a financial advisor at Lido with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lido Advisors, First Republic Securities, First Republic Investment Management, and Wells Fargo Advisors. He serves on the advisory board of Namara Water Technologies, a company focused on smart home water leak detection and pressure control. 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, including diversification across multiple asset classes and implementation of options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Elliot Wicks is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior work includes roles at Dwayne Lanes Auto Family, Hawx Pest Control, and Walsh Construction Co. He has also been involved with nonprofit and community organizations such as the Stroum Jewish Community Center and Alk. United Church of Christ. 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 spanning equities, fixed income, structured notes, real estate debt, and alternatives, including options-based strategies, and frequently manages assets on a discretionary basis while utilizing third-party managers and sub-advisers.

Henry Herrill is a financial advisor at Lido with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles, providing integrated wealth management services that include investment management, financial planning, and family office services. The firm employs a diversified investment approach with options-based strategies and manages assets both directly and through third-party managers and sub-advisers.

Dalton Downer is a financial advisor at Lido with Series 65 credentials and two years of industry experience. He previously worked at CS Tomasi Wealth Management and has held various roles in education and communications. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations. The firm employs an integrated wealth management approach with diversified investments and options-based strategies, managing assets both on a discretionary basis and through third-party managers and sub-advisers.

Aaron Anshin is a financial advisor at Transamerica Financial Advisors with five years of industry experience. He holds a Series 65 credential and has previously operated his own advisory businesses as well as held roles at World Financial Group, Inc. and Feingold and Sons LLC. Outside of advising, he serves as an auditor and board member for the Beverly Hills Unified School District PTA Council. Transamerica Financial Advisors serves individual investors, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Courtney Blum is a financial advisor at Lido with 18 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Northern Lights Distributors, LLC and Centerstone Investors, LLC. Blum is based in Los Angeles, CA. 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 various asset classes and implements options-based strategies both directly and through pooled vehicles.