Kevin Monaco is a financial advisor at William Blair with 32 years of industry experience and holds Series 63 and Series 65 licenses. He previously worked at Dynasty Financial Partners, Oppenheimer, D.A. Davidson & Co., and Wells Fargo Clearing. Based in Los Angeles, CA, he joined William Blair in 2026. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and offers proprietary models and access to private funds through its MB Investments Program.

Thomas Lam is a financial advisor with GWN Securities Inc. in Pasadena, CA, holding a Series 66 designation and nine years of industry experience. He previously worked at Equitable Advisors and Axa-Advisors and spent five years affiliated with Texas A&M University-Commerce. Outside of his advisory role, Lam also provides fixed insurance and annuity products as an agent for Grandparents. GWN Securities serves individual and corporate clients through managed account programs, financial planning, and introductions to third-party managers. The firm employs a mix of sub-advisers and model-based strategies, incorporating both traditional asset allocation and tactical market-timing approaches.

Heather Wald is a financial advisor at Hightower Advisors with nine years of industry experience. She holds a Series 66 designation and previously worked at Bel Air Securities LLC, Bel Air Investment Advisors LLC, and Bel Air Management Company LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing an advisory model that emphasizes manager selection and multi-manager solutions with access to affiliated and third-party managers.

Joanne Landa is a financial advisor with RBC Rochdale, LLC, holding Series 63 and Series 66 licenses and five years of industry experience. She previously worked at Wells Fargo Private Bank from 2005 to 2022 before joining City National Rochdale, where she has been since 2022. Outside of her advisory role, Joanne co-owns Villa Landa Group, LLC, which manages a single-family home rental. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors, employing an active, multi-strategy investment approach that combines quantitative and fundamental analysis through proprietary tools to tailor portfolios. The firm sponsors mutual and interval funds and manages approximately $73 billion in assets across 125 advisors.

Tyler Tevich is a financial advisor at Lido with seven years of industry experience. He holds a Series 66 designation and has worked at Lido Advisors, Northern Trust Bank, Northern Trust Securities, and The Ayco Company. Prior to his advisory career, he was involved in professional development at the University of Wisconsin-Madison and briefly worked at Whiskey Jacks Saloon. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and pension plans, offering investment management, financial planning, and family office services. The firm uses an integrated wealth-management approach with a focus on tactical and defined-risk option strategies and maintains an active role as a sub-adviser to various funds.

Jeremy Chang is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the ChFC® designation and a Series 65 license. He has nine years of industry experience, including five years at Pillar Pacific Capital Management, LLC, and five years with Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Duy Le is a financial advisor at Lido with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Morgan Stanley, and Fountainhead Advisors. 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 tactical and defined-risk option strategies while maintaining a significant sub-advisory and investment-company role.

Stuart Chaussee is a Series 65-licensed financial advisor with 26 years of industry experience, currently serving at Lido Advisors, LLC since 2025. He was previously with Stuart Chaussée & Associates, Inc. for over two decades and continues as its president while providing subadvisory asset management services to Lido. Additionally, he is an author of personal finance and investment books since 2002. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional entities, offering integrated wealth management through a comprehensive approach that combines asset allocation with tactical and defined-risk option strategies. The firm is notable for its active sub-advisory roles and its blend of traditional advisory services with affiliated trust, tax, insurance, and brokerage capabilities.

Maxwell Luck is a financial advisor at Oppenheimer with four years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Bank and Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory accounts managed on both discretionary and non-discretionary bases.

Chantal Balta is a financial advisor at Eagle Strategies (NY Life) based in Glendale, CA, holding the ChFC® designation and Series 63 license with four years of industry experience. She has been affiliated with Eagle Strategies since 2026 and has prior experience with NYLIFE Securities LLC and New York Life Insurance Co. Balta also serves in the Air National Guard. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm operates through multiple program types, emphasizing tailored recommendations and managing most assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Man Lin is a financial advisor with HSBC Securities (USA) Inc. in Arcadia, CA, holding Series 63 and Series 66 licenses and five years of industry experience. He has been affiliated with HSBC Bank USA, N.A. since 2017 and also worked at iD Cha House from 2013 to 2018. In addition to his advisory role, he serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary options. The firm’s investment process incorporates five model risk profiles and uses affiliated and third-party providers for asset allocation, fund selection, and ongoing monitoring.

Erick Newton is a CFP® with 33 years of industry experience. He currently works at Lido Advisors, LLC and previously held positions at Purshe Kaplan Sterling Investments and Copperwynd Financial. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and pension plans, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with a focus on tactical and defined-risk option strategies and maintains an active role in sub-advisory and investment company management.

Candice Richardson is a CFA® charterholder with six years at Lido Advisors, LLC and two years of industry experience overall. Her prior roles include positions at Witt O'Brien's, UCLA Luskin Center for Innovation, Milken Institute, University of California, Los Angeles, and Alliance Bernstein. Outside of her advisory work, she is a dog sitter for Rover in Redondo Beach, CA. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutions, offering integrated wealth management that balances asset allocation across a wide range of investment types. The firm is also notable for its active sub-advisory role in investment funds and a comprehensive affiliated services network spanning trust, tax, insurance, and brokerage.

Stephanie Arkof is a financial advisor at Mercer Global Advisors with 19 years of industry experience and a Series 65 designation. She was previously with SB Capital Management, Inc. for 22 years. SB Capital Management, Inc. provides investment advisory and financial planning services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation oriented approach that emphasizes portfolio structure and tax-aware implementation, managing discretionary accounts and multiple private equity and hedge fund vehicles.

Matthew Malak is a ChFC®-designated financial advisor with 11 years of industry experience. He is currently with Eagle Strategies (NY Life), where he has worked since 2022, and has been affiliated with NYlife Securities LLC and New York Life Insurance Company since 2015. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through its extensive network of advisors. The firm delivers tailored solutions across multiple program types and works with individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients.

Stacy Trejo is a financial advisor with TIAA-CREF in Pasadena, CA, holding a Series 66 designation and 14 years of industry experience. She has been with TIAA-CREF since 2011. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through employer retirement plans and provides both point-in-time planning and ongoing portfolio management under a fiduciary standard.

Luke Bender is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior roles include positions at Post Investment Group and Calabasas Country Club, as well as studies at the University of Wisconsin, Madison. Lido serves a diverse client base, including high-net-worth and ultra-high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach with active sub-advisory roles and a broad range of affiliated services, overseeing approximately $42.5 billion in regulatory assets.

Nha Doan Nguyen is a financial professional at GWN Securities Inc. with Series 66 credentials and less than one year of industry experience. Prior to joining GWN Securities, Nguyen held roles in information technology and completed an externship. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and offers a range of managed-account programs that include both traditional and active investment strategies.

Steven Mulligan is a financial advisor with D.A. Davidson & Co., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with D.A. Davidson & Co. since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards, offering services such as ERISA retirement plan advisory, comprehensive financial planning, and private wealth management for high-net-worth clients.

Ian Ruebel is a financial advisor at Hightower Advisors in Los Angeles, CA, holding a Series 65 designation with four years of industry experience. He has been with Hightower since 2019 and previously worked at LourdMurray from 2017 to 2019. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with capabilities spanning mutual funds, ETFs, alternative investments, and custom indexing.