Jungtsan Lee is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has held roles at Star Max Universal and J.D. Leos, Inc. Outside of his advisory work, he is an independent realtor affiliated with Star Max Universal. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm employs a model portfolio approach supported by third-party money managers and platform sub-advisors, offering a range of advisory, brokerage, and retirement-plan services through a large advisor network.

Katherine Wohlt is a financial advisor at Lido with 15 years of industry experience. She holds a Series 65 designation and previously worked at Pegasus Partners Ltd. and Reinhart Partners, LLC. Based in Los Angeles, she has been with Lido since 2024. Lido advises a diverse client base including high-net-worth individuals, family offices, and institutions, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach incorporating tactical option strategies and offers extensive affiliated services across trust, tax, insurance, and brokerage.

Patricia Proudman is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. Her work history includes roles at multiple financial and business-related companies, and she is involved in several entrepreneurial and referral activities, including supporting estate planning services and student loan assistance. Outside of finance, she also performs as an actor. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party investment models, with program options that can be discretionary or non-discretionary depending on client needs.

Justin Liu is a financial advisor with GWN Securities Inc. in Pasadena, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining GWN Securities in 2025, his work history includes positions at California State University, Fullerton and GIGABYTE. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs and financial planning, utilizing a mix of affiliated and unaffiliated sub-advisers and model-based portfolios with strategies that include market-timing and momentum-based approaches.

Luka Waage is a Series 65-licensed advisor at Lido with one year of industry experience. Before joining Lido Advisors, LLC in 2025, he worked as a lifeguard with the Del Mar Lifeguard Department and attended the University of California, Santa Barbara. Lido serves a diverse client base that includes high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm uses an integrated wealth-management approach combining asset allocation across various asset classes with tactical and defined-risk option strategies and is notable for its active sub-advisory roles and affiliated in-house capabilities.

Brian Blackwell is a CFP® and ChFC® professional with 18 years of industry experience. He currently serves as an advisor at Lido, having joined the firm in 2023. His prior work experience includes roles at Spotlight Asset Group, Delta Community Credit Union, LPL Financial, and Fidelity. Lido advises a diverse client base that includes high-net-worth individuals, family offices, trusts, charitable organizations, and corporations. The firm employs an integrated wealth-management approach utilizing a range of asset classes and option strategies, and it combines traditional advisory services with extensive affiliated capabilities such as in-house trust companies and tax subsidiaries.

Timothy Walsh is a financial advisor at Lido with six years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including MML Investors and Fountainhead Advisors. Outside of his advisory role, he acts as a broker agent for MassMutual Life Insurance, focusing on life, disability, and long-term care insurance. Lido serves a diverse client base, including high-net-worth individuals, family offices, and institutional investors, offering integrated wealth management and affiliated trust, tax, and insurance services. The firm employs a tactical and defined-risk investment approach and maintains significant roles in sub-advisory and options-based strategies.

Aiyana Baker Shedd is a Series 66 licensed financial advisor with four years of industry experience. She is currently with Citigroup Global Markets, where she has worked since 2022. Prior to that, she held positions at First Foundation Bank and Community First Federal Credit Union. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with oversight committees and integrates both discretionary and non-discretionary approaches, including exposure to alternative investments and digital assets.

Jacob Loosle is a CFP® with 11 years of industry experience and currently serves as an advisor at Lido Advisors, LLC. He previously worked at United Capital Financial Advisers, LLC and Bedrock Capital Management, Inc. Loosle is based in Los Angeles, CA. Lido advises 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 with a range of investment strategies and maintains a notable role as sub-adviser to ETFs, complemented by extensive affiliated trust, tax, insurance, and brokerage services.

B. Lourd is a financial advisor at Hightower Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including A. G. Edwards & Sons, Oppenheimer, and CIBC World Markets. Since 2006, he has also been associated with Lourd Capital Management. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes a multi-manager investment approach and utilizes both affiliated and third-party managers supported by proprietary research.

Adrianne Erickson is a financial advisor at Lido with a Series 65 designation and four years of industry experience. She has worked at Lido Advisors, LLC since 2022 and previously spent twelve years at RWJ Barnabas Health. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach that balances asset allocation across various asset classes and distinctive tactical option strategies, while also providing services through affiliated entities specializing in trust, tax, insurance, and brokerage.

Michael Puls is a financial advisor with Commonwealth Financial Network in Pasadena, CA, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Commonwealth since 2003 and serves as owner and president of Arbor Financial Services, an operating company for securities and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors by providing operations, trading, technology, compliance, and practice-management services. The firm offers a variety of advisory programs and investment solutions, including discretionary model portfolios and customized strategies.

Dina Nam is a financial advisor at Mariner in Los Angeles, CA, holding a Series 65 designation. She has seven years of industry experience, having previously worked at AdvicePeriod and Withers Bergman before joining Mariner. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by both internal and third-party managers and provides integrated tax, accounting, and financial wellness solutions.

Hrachya Davtyan is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His prior roles include positions at Argosy Wealth Management Corporation, Mutual Securities, Inc., and UBS Financial Services. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options including ETFs, mutual funds, and separate accounts.

Matthew Altman is a CFP® with 11 years of industry experience and is currently with Lido Advisors, LLC. His prior roles include positions at Glassy Mountain Advisors, Copperleaf Capital, Fidelity Brokerage Services, and Charles Schwab. Lido advises a diverse client base ranging from high-net-worth individuals to institutional investors, offering investment management, financial planning, and family office services. The firm manages approximately $42.5 billion in assets and utilizes an integrated wealth-management approach that includes tactical option strategies and a range of asset classes.

Kirk Whalen is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Merrill and Capital Group. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, utilizing both client-directed and discretionary investment approaches supported by global asset management and fund due diligence.

Savitri Pai is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her prior experience includes roles at J.P. Morgan Chase Private Bank and Capital Bank & Trust Company. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach that emphasizes fundamental research and a long-term investment horizon. The firm implements portfolios through separately managed accounts, mutual funds, ETFs, and private equity or alternative strategy funds.

James Herrell is a CFA® charterholder with 12 years of industry experience. He has worked at NewEdge Advisors since 2022 and was previously with Beacon Pointe Advisors and Beacon Pointe Wealth Advisors from 2016 to 2022. He operates as an investment adviser representative solely with NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing a variety of program structures and technology tools to support both advisors and clients.

Jason Blumberg is a financial advisor at Lido with 11 years of industry experience and holds a Series 65 credential. His recent work history includes roles at IDB Lido Wealth, LLC and Lido Advisors, LLC. Lido serves a diverse range of clients, including high-net-worth individuals, family offices, charitable organizations, and institutional investors. The firm employs an integrated wealth-management approach, balancing asset allocation across multiple asset classes and utilizing tactical and defined-risk option strategies, while also providing a broad suite of affiliated trust, tax, insurance, and brokerage services.

Michael Lindeman is a Series 66-licensed financial advisor at Lido with seven years of industry experience. He previously worked at RBC Capital Markets for six years and has held roles at the City of Fitchburg Recreation and the University of Wisconsin-Madison. 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 tactical and defined-risk option strategies and manages approximately $42.5 billion in regulatory assets.