Shaan Baren is a ChFC® credentialed financial advisor at Hightower Advisors with seven years at the firm and four years of industry experience. Prior to joining Hightower in 2019, he worked at LourdMurray from 2015 to 2019. He is a 33% partner in a private commercial lending fund through Like Father Like Son LLC, an activity he does not pursue during business hours. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individual investors, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager strategies, utilizing both affiliated and third-party managers alongside proprietary research and varied investment vehicles.

Susannah Emami is a financial advisor at Capital Group Private Client Services, Inc. with 12 years of industry experience. She has worked at several firms, including Capital Bank & Trust Company, Alliance Bernstein, and KLS Advisors. Emami holds Series 65 and Series 63 credentials and is based in Los Angeles, CA. Capital Group Private Client Services primarily provides discretionary investment management to high-net-worth individuals and charitable organizations, employing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Alexander Kob is a Series 66-licensed advisor at Lido with 11 years of industry experience. He has worked at Lido Advisors, LLC since 2017 and previously held roles at Purshe Kaplan Sterling Investments, McAdam LLC, and VOYA Financial Advisors. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and pension plans. The firm employs an integrated wealth-management approach that includes tactical option strategies and offers a range of services through affiliated entities, managing approximately $42.5 billion in assets.

Rafiq Wiley is a financial advisor with Osaic Institutions, Inc. holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Infinex Investments, Mass Mutual Investors Services, and Planmember Securities Corporation. Outside of advisory work, he is involved in insurance sales through multiple agencies. Osaic Institutions, Inc. serves a diverse client base including individuals, ERISA plans, and corporate clients by providing customized advisory services, financial planning, and access to alternative investments. The firm operates a hybrid adviser/broker-dealer model, supporting investment adviser representatives with firm supervision while allowing clients to maintain control over their accounts.

David Cox is a financial advisor at Integrated Wealth Concepts LLC with one year of experience at the firm and a background as a partner at Duffy Kruspodin LLP, a CPA firm where he has worked since 2012. His professional credentials include both financial advisory and accounting expertise. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a long-term investment approach and oversight of third-party asset managers.

Bernard Reina is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is involved in operating a high-end car wash and detailing business and is the founder and president of a nutrition and health company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Christopher Peterson is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Lido Advisors, LLC since 2016, and previously held roles at Asset Planning Solutions/Ken Stern & Associates and Northwestern Mutual Investment Management. 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 featuring tactical and defined-risk option strategies and offers a broad range of affiliated services including trust, tax, insurance, and brokerage.

Colleen Kelly is a financial advisor at Lido with 12 years of industry experience. She holds a Series 66 designation and has worked at Lido Advisors since 2018, following prior roles at Stifel Nicolaus & Co Inc and Wells Fargo Clearing. 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 featuring tactical option strategies and delivers services through both discretionary and non-discretionary accounts, sub-advisers, and affiliated entities.

Benjamin Uribe is a financial advisor at Citigroup Global Markets with a Series 66 designation and five years of industry experience. He has worked at Citigroup since 2013 and concurrently serves in the U.S. Air Force. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles including swap dealer and futures commission merchant activities.

Matthew Kulka is a CFP®-certified financial advisor with eight years of industry experience. He currently works at Lido and has held prior roles at Morgan Stanley, E*TRADE Capital Management, Fidelity Brokerage Services, and Royal Alliance Associates. Lido advises a diverse client base, including high-net-worth individuals, family offices, charitable organizations, and pension plans, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that balances asset allocation across multiple asset classes and utilizes tactical and defined-risk option strategies, including sub-advisory roles with ETFs and a network of affiliated entities offering trust, tax, insurance, and brokerage services.

Jeffrey Westheimer is a Series 66-licensed financial advisor at Lido with 17 years of industry experience. He has been with Lido Advisors Holding, LLC since 2015 and is also the owner of 10 Fifteen Consulting, a business consulting firm. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering comprehensive wealth management services that combine traditional advisory with active sub-advisory roles and affiliated trust, tax, and insurance capabilities.

Priscilla Soetanto is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, JP Morgan Securities LLC, and Bank of America. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale operations with specialized market roles such as swap dealing and futures commission merchant activities.

Julian Driver is a financial professional at VALIC Financial Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Mission Wealth Management and New York Life Insurance Company. Outside of his main role, he is involved with financial planning and insurance activities through LA Pension Planners and LA Wealth Partners. VALIC Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts with tax-aware and ESG overlay options.

Xiao Liu is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Xiao Liu is based in Los Angeles, CA. 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 operates a Private Advisor model with a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and consulting, alongside broker-dealer services and alternative investment placement.

Richard Maholchic is a ChFC® credentialed financial advisor with 32 years of industry experience. He is affiliated with TLG Advisors, Inc. and has held roles at Pacific Southwest Financial, The Leaders Group, Inc., Lincoln Investment Planning, and Capitas Distributors, Inc. In addition to his advisory work, Maholchic consults for law firms on insurance matters and facilitates life settlement situations on a reactive basis. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, financial and estate planning, and ERISA fiduciary services with a portfolio construction approach based on fundamental analysis and Modern Portfolio Theory.

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.

Destiny Collins is a financial advisor with Mercer Global Advisors Inc. in Woodland Hills, CA, holding Series 63 and Series 65 credentials and three years of industry experience. Her work history includes roles at Mercer Global Advisors, LA City United, Legends FC, Fed Ex Ground, MWA Financial Services Inc, Modern Woodmen of America, and Cal State University, San Bernardino. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach, emphasizing globally diversified, risk-appropriate portfolios through a variety of investment vehicles and offers educational content and specialized services.

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.