Sameer Ferrell is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at RBC Securities, Comerica Securities, and Merrill. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs primarily for individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory approach includes both point-in-time planning services and ongoing discretionary portfolio management, with a fiduciary standard applied to its RIA services.

Benjamin Finan is a CFP® with nine years of industry experience, currently serving as an advisor at Lido. His previous roles include positions at 1st Source Bank, LPL Financial, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, LLC, and Signpost. Outside of his advisory work, he is active as a basketball referee. 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, employing a diversified, options-based approach and often managing assets on a discretionary basis.

Jason Lee Sr. is a financial advisor at Lido with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fountainhead Capital Management, Morgan Stanley Private Bank, Merrill, and Bank of America. He operates out of Los Angeles, CA. 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 implements options-based strategies through discretionary management and third-party sub-advisers.

Matthew Ross is a financial advisor at Lido with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at LPL Financial LLC and Exchange Capital Management Inc. 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 focused on diversification across multiple asset classes and options-based strategies, typically managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Yasmin Maadi is a financial advisor at Citigroup Global Markets with one year of industry experience. She previously worked at Equitable Advisors and spent 30 years with InTouch America, Inc. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and provides specialized services such as derivatives trading and bespoke discretionary solutions for large client relationships.

Ryder Haupt is a financial advisor at IEQ Capital, LLC in Los Angeles, CA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Cambridge Associates and Elevate Financial Partners, as well as multiple engagements at the University of Michigan. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals and families, trusts, foundations, and private funds. The firm focuses on separately managed accounts and family-office services, utilizing a combination of macro and manager research with access to alternative investments through platforms like iCapital.

Richard Hagins is a financial advisor with Transamerica Financial Advisors in Woodland Hills, CA, holding Series 63 and Series 66 licenses and 27 years of industry experience. His career includes roles at World Financial Group, Inc., WFG Direct, and ownership of an Amada Senior Care franchise and a veteran benefits consulting business through Hagins Financial Services. Outside of financial advising, he streams video games and works as a residency counselor for a retirement community. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations, offering a combination of advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Jason Lefton is a financial advisor at MAI Capital Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Evoke Advisors, First Republic Securities Company, and Luminous Capital. He is based in Los Angeles, CA. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets, offers a range of investment strategies, and integrates financial planning and tax services into client relationships.

Alex Angulo is a financial advisor with Lido in Los Angeles, CA, holding a Series 65 designation and one year of industry experience. He previously worked at Beacon Pointe Advisors and has experience in academic settings, including the University of San Diego and Olympian High School. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities, offering investment management, financial planning, family office services, and retirement and estate planning. The firm employs an integrated wealth management approach with diversification across various asset classes and options-based strategies, often managing assets on a discretionary basis and working with third-party managers.

Rachel Baroma is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Valic Financial Advisors since 2009 and is currently affiliated with Agia. Outside of advising, she is a licensed independent insurance agent with Midland Life & Annuity but does not solicit new business in that role. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts implemented through Envestnet’s platform and third-party model managers.

Aleksandra Tukan is a Series 66-licensed financial advisor with three years of industry experience. She currently practices at Mariner and previously worked at NewEdge Advisors, LLC, Jefferies LLC, and InnoVise Family Wealth Advisors. Outside of her primary role, she provides advisory services through NewEdge Advisors under the name Wealth Conscious Management. 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 portfolio strategies supported by in-house research and third-party managers, and it provides specialized services such as ERISA 3(38) retirement plan solutions and integrated tax and accounting capabilities uncommon in large advisory enterprises.

Ralph Heckert is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Capital Group Private Client Services since 2021, following five years at Capital Bank and Trust Company. Outside of his advisory work, he is a financial investor with a 50% ownership stake in a safety shoe business. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager "Capital System" and a long-term investment approach focused on fundamental research. The firm offers access to separately managed accounts, affiliated funds, and alternative strategy funds, serving a range of clients including corporate and pension plans.

Henry Chaussee is a CFP® professional with one year of industry experience, currently affiliated with Lido Advisors, LLC in Los Angeles, CA. His prior roles include positions at Stuart Chaussée & Associates, Inc. and several academic institutions. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices and charitable organizations, offering a range of services such as investment management, financial planning, and estate planning. The firm employs an integrated wealth management approach focused on diversification and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers as appropriate.

Feng Shen is a financial advisor at Oppenheimer with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wedbush Securities, UBS Financial Services, and Merrill. He is involved in managing the investments of his family trust. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Jack Suzar is a financial advisor at Hightower Advisors with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Bel Air Investment Advisors LLC and its affiliated entities from 1999 to 2021. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions, manager selection, and access to proprietary research and customized portfolio construction.

Nassif Dow is a financial advisor with Citigroup Global Markets in Los Angeles, CA. He holds a Series 66 designation and has 16 years of industry experience. His prior work includes roles at Bank of America, Merrill, Wells Fargo Clearing Services, and U.S. Bancorp Advisors. 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 uses multi-asset, multi-manager strategies and has a distinctive combination of large institutional scale and specialized market roles.

Jason Ozur is a Series 65-licensed financial advisor with Lido in Los Angeles, California, where he has worked since 2015. He has 16 years of industry experience and serves as a managing member of Lido Flamingo, an investment-related entity focused on real estate. He is also a board member of Palladius Capital Management. Lido advises high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and pooled investment vehicles. The firm offers investment management, financial planning, and family office services, utilizing an integrated approach that includes equities, fixed income, structured notes, real estate debt, and options-based strategies.

Chong Shim is a financial advisor at TLG Advisors, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at firms including The Leaders Group Inc, Ameritas Advisory Services, and Prudential Insurance Company of America. Outside of his advisory work, he has been involved in senior health insurance consulting through a separate business. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors. The firm emphasizes manager selection and ongoing portfolio monitoring using fundamental analysis and Modern Portfolio Theory, offering both sub-advised accounts and a direct-to-consumer digital program called Starlight Portfolios.

Thomas Bartling is a CFP® professional with three years of industry experience. He currently works at Lido and previously held roles at Aspiriant, Platt Wealth Management, San Diego County Credit Union, and Union Bank. Outside of his advisory work, Bartling serves on the Board of Directors for the Financial Planning Association of Central Florida and is employed in food and beverage service at Eden Abbey Brewing Community. 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 involving diversification across multiple asset classes and options-based strategies, often managing assets on a discretionary basis and working with third-party managers and sub-advisers.

Julie Lee is a financial advisor with Eagle Strategies (NY Life) based in Calabasas, CA, holding a Series 63 designation and 35 years of industry experience. She has been with Eagle Strategies since 1994 and Nylife Securities Inc. since 1993, and has a total of 50 years in the financial services industry including time at Bankers Life Nebraska. Her other business activities include brokering non-registered investment-related insurance products through outside insurance carriers. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the vast majority of assets on a non-discretionary basis while maintaining fiduciary responsibilities to retirement investors.