Robert Elster is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Valic Financial Advisors since 2003 and also serves as an insurance agent with Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Alek Christensen is a financial advisor at Lido with five years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, E*Trade Securities, and Morgan Stanley. 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.

Jack Wildgoose is a financial advisor at Lido with a Series 65 credential and one year of industry experience. His prior work includes roles at The H Wood Group and Loyola Marymount University. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities by providing investment management, financial planning, and family office services. The firm employs an integrated wealth management approach focused on diversification across various asset classes and implements options-based strategies, often managing assets on a discretionary basis and collaborating with third-party managers and sub-advisers.

Todd Morgan is a financial advisor at Hightower Advisors with over 56 years of industry experience. His prior roles include leadership positions at Bel Air Investment Advisors LLC and its affiliated entities. Morgan also serves as a strategic consultant for an entertainment production company, Silver-Katz Holdings, LLC. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm employs a manager selection and multi-manager approach, utilizing both affiliated and third-party managers across various investment strategies.

Patrick Robison is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His career includes roles at Creative Business Resources and Team UP, and he has owned an independent filming business in Los Angeles since 2014. He also acts as a trustee in a fiduciary capacity. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors, operating an open-architecture platform with multiple custodians and third-party money managers.

Joseph Rosol is a CFP® with 14 years of industry experience and has been with HighTower Advisors since 2016. He is based in Los Angeles, CA, and holds a Series 65 license. HighTower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a variety of investment vehicles.

Nathaniel Downes is a CFA charterholder with 21 years of industry experience. He is currently with Lido Advisors, LLC and previously worked at Avitas Wealth Management and UBS Financial Services. Downes serves on the CFA Society of Los Angeles and the CFA Institute’s Standards of Practice Council, contributing to educational activities and ethical standards in the profession. Lido advises high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations. 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.

Ananya Chandra is a financial advisor at Lido with one year of industry experience. She holds a Series 65 designation and previously worked at Pegasus Partners Ltd for six years. 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 focused on diversification across multiple asset classes and implements options-based strategies, often managing assets on a discretionary basis and collaborating with third-party managers and sub-advisers.

Tanner Hamilton is a financial advisor at Mariner with 12 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at AdvicePeriod, LLC and Foresters Financial Services, INC. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by an internal research and portfolio management team and provides a range of investment strategies alongside integrated tax and accounting services.

Elsie Elias is a financial advisor with Citigroup Global Markets in Los Angeles, CA, holding Series 63 and Series 66 credentials. She has 17 years of industry experience and has been with Citigroup since 2012. 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 implements multi-asset, multi-manager strategies and maintains in-house research and security-pricing activities alongside roles as a swap dealer and futures commission merchant.

Jerrod Foster is a financial advisor at Lido with CFP®, CFA®, and Series 66 credentials and 10 years of industry experience. His prior roles include positions at Morgan Stanley, Parkside Advisors LLC, and Bank of New York Mellon. In addition to his advisory work, Foster serves as associate faculty at West Valley-Mission Community College District and as adjunct faculty at Contra Costa Community College District. 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 focusing on diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and frequently collaborating with third-party managers and sub-advisers.

Stephen Zhou is a financial advisor at Lido with 10 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Fountainhead Capital Management, MML Investors Services, and MassMutual Life Insurance Company. Zhou also operates as an insurance broker, selling life, disability, long-term care insurance, and annuities through various providers. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach emphasizing diversification and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers.

Corey Kelly is a financial advisor at Cresset Asset Management, LLC in Los Angeles, CA, holding a Series 65 credential with two years of industry experience. Prior to joining Cresset, he worked at TRUE Capital Management and has held roles at several other firms including Creative Artist Agency and Madison + Vine. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles through a risk-aware approach combining strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes.

Audrey Dalsass is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. She currently works at Lido Advisors, LLC and has prior experience at Olympus Wealth Management, LLC. Before entering financial services, she worked at the University of Utah Marriott Library and in grade school education. 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, offering investment management, financial planning, family office services, and retirement and estate planning, with a focus on diversification and options-based strategies.

Anita Daguilar is a financial advisor at Oppenheimer with 38 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Oppenheimer since 2013, following 12 years at UBS Financial Services. Outside of her advisory role, she is involved in residential real estate. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with a focus on both discretionary and non-discretionary advisory solutions.

Bryce Bednorz is a financial advisor at Lido with 12 years of industry experience. He holds a Series 65 designation and previously worked for Fountainhead Capital Management for 11 years. Additionally, he is a licensed insurance agent recommending and servicing life and disability insurance policies through Guardian Insurance Company and National Life Group. 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 integrated wealth management, including investment management, financial planning, family office services, and retirement and estate planning, utilizing diversification and options-based strategies across various asset classes.

Stella Shim is a CFP® and ChFC® with 13 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. Her prior roles include positions at Fidelity Investments, Bank of America, Merrill, and Morgan Stanley. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, using asset-allocation models and internal research tools to tailor recommendations aligned with client goals and risk tolerance.

Benjamin Yeh is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2022. Prior to joining the firm, his background includes a role at Students of Georgetown Inc. and periods outside of the industry. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary programs and engages in unique market roles including swap dealing and futures commission merchant services.

David Masias is a CFP® professional with seven years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Merrill, Wells Fargo Clearing, Madison Partners, and TIAA-CREF. He also works as a financial advisor providing fixed insurance through Wealth Enhancement Group. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies with oversight from an internal Investment Committee.

Jennifer Cook is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Capital Bank & Trust Company and New Market Wealth Management. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach with separately managed accounts, affiliated funds, and access to alternative strategy funds.