Matthew Kulka is a CFP® with eight years of experience in the financial services industry. He is currently with Lido Advisors, LLC and has prior experience at Morgan Stanley, E*TRADE Capital Management, Fidelity Brokerage Services, and Royal Alliance Associates. Kulka also worked at Michigan State University earlier in his career. 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 that includes diversification across multiple asset classes and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers and sub-advisers when suitable.

Jeffrey Westheimer is a financial advisor with Lido, holding a Series 66 designation and 17 years of industry experience. He has been with Lido Advisors, LLC and related entities since 2015. Outside of his advisory role, he owns 10 Fifteen Consulting, a business consulting firm. Lido serves 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, employing a diversified investment approach that includes equities, fixed income, structured notes, real estate debt, alternatives, and options-based strategies.

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 advisor with VALIC Financial Advisors, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Mission Wealth Management, New York Life Insurance, and other financial services firms. He is active with LA Pension Planners and LA Wealth Partners in Pasadena, where he provides financial planning and insurance services. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed accounts through a large network of advisors and centralized technology platforms.

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 financial advisor at Lido with a Series 65 designation and one year of industry experience. Prior to joining Lido, Freeman held roles at Paypal Holdings Inc, Kinfolk Venture Capital, Banks Capital, and Club Ethos. Lido serves 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, employing an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Destiny Collins is a financial advisor at Mercer Global Advisors Inc. with two years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining Mercer, her work history includes roles at MWA Financial Services Inc., Modern Woodmen of America, and LA City United. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm’s investment approach uses globally diversified, risk-appropriate portfolios with multi-factor tilts and regular rebalancing, implemented through ETFs, index funds, separate account managers, and private funds.

Kyle Cross is a financial advisor at Lido with five years of industry experience. He holds the Series 65 designation and has worked at Lido Advisors since 2020. His prior roles include positions at PricewaterhouseCoopers, Genentech, UCLA, and Avanade. 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, utilizing an integrated wealth management approach with diversification across multiple asset classes and options-based strategies.

Richard Henry is a Series 65-licensed financial advisor at Lido with seven years of industry experience. He previously worked at Wells Fargo Investment Institute, Inc. for seven years and Sauganish Capital Management LLC for four years. 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 that includes diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis while leveraging third-party managers and sub-advisers.

Moya Higgins is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. She has worked at Churchill Management Group since 2012 and joined Focus Partners Wealth in 2025. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Jacob Silverstein is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Lido with six years of industry experience. He previously worked at All-Terrain Financial and has a background that includes various roles in financial services and other industries. Outside of his advisory work, he operates JTS Capital LLC as a sole proprietor, managing investment property-related administrative tasks. Lido serves 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, offering an integrated wealth management approach with diversification across multiple asset classes and options-based strategies.

Elizabeth Reilly is a financial advisor with TLG Advisors, Inc., holding a ChFC® designation and Series 63 and 65 licenses, with 29 years of industry experience. She has held previous roles at Simplicity Investments, Gallagher, Ameritas Advisory Services, and Horace Mann Investors, among others. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, offering services such as portfolio management, comprehensive financial planning, and fiduciary services for retirement plans.

Andrey Manannikov is a financial advisor at HSBC Securities (USA) Inc. with six years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Bank of America, Merrill, and JPMorgan Chase. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary options. The firm utilizes a combination of strategic and tactical asset allocation supported by global asset management teams, with a notable portion of assets held in client-directed, non-discretionary portfolios.

Danial Fereydani is a financial advisor at AE Wealth Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2016, with prior experience at Global Financial Private Capital, LLC and ongoing involvement at Pendo Insurance Services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm operates a range of model portfolios and asset management programs, managing approximately $49.8 billion for over 127,000 clients, and employs a platform-driven approach with discretionary strategies and regular performance reporting.

Warren Baker is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at Lido. He previously worked at Platte River Wealth Advisors and Wells Fargo Private Bank. He is a board member of the Colorado Foundation for Conductive Education, a nonprofit organization. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles, offering investment management, financial planning, family office services, and retirement and estate planning. The firm employs an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies, managing assets on a discretionary basis and frequently serving registered investment companies.

Davis Bell is a Series 65-licensed financial advisor with 3 years of industry experience. He has worked at Lido Advisors, LLC since 2022 and previously held a role at Emissary Wealth in 2021. Prior to entering the financial advisory field, he spent time at Virginia Tech and Delbarton School. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, estates, and pooled investment vehicles. The firm employs an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Andrew Wallace is a financial advisor at Lido with Series 63 and 65 licenses and four years of industry experience. His prior roles include positions at Corient Services LLC, Bain & Company, Northwestern University, and Sanford C. Bernstein & Co., LLC. 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 emphasizing diversification across multiple asset classes and implements options-based strategies, often managing assets on a discretionary basis with third-party managers and sub-advisers.

Yeznik Kazanjian is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with in-house research and specialized market roles.

Lonna Weems is a financial advisor with Centaurus Financial, Inc. in North Hills, CA, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. She has been with Centaurus Financial since 2013. Outside of advising, she works as a yoga instructor in North Hills. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through a range of discretionary and non-discretionary arrangements.