Daniel Polyakov is a CFP® with one year of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Woodland Hills, CA. His prior work includes roles at Aeg, Substance Global, Transit, and Universal Pictures. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, with options such as ETFs, mutual funds, separate accounts, and direct indexing.

Bridget Costello is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has held positions at firms including VP Distributors LLC, TD Ameritrade, RWA Wealth Partners, and Adviser Investments. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, insurers, family offices, and high-net-worth individuals. The firm’s investment process focuses on fundamental company-level research and incorporates governance and sustainability assessments across a range of active equity and fixed-income strategies.

Daniel Elijah Valverde is a Series 65 licensed financial advisor at Lido with one year of industry experience. Prior to joining Lido Advisors, LLC, he was employed at Fisher Investments. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and institutional investors. The firm employs an integrated wealth-management approach that balances asset allocation across multiple asset classes and uses tactical and defined-risk option strategies, operating both discretionary and non-discretionary accounts and acting as a sub-adviser to various investment funds.

Kurt Vogel is a CFP® professional at Mercer Global Advisors Inc. with over eight years of experience in financial advisory roles. He previously worked at Singer Burke Zimmer & Kogan, LLP for a decade before joining Mercer Global Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and other strategies, while also providing specialized consulting and educational resources.

Christopher Wahl is a CFP® professional with 11 years of industry experience. He is currently affiliated with Mariner in Los Angeles, having previously worked at firms including NewEdge Advisors, LLC and Northwestern Mutual Wealth Management Company. Mariner serves a diverse client base ranging from individuals and high-net-worth households to pension plans and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with additional capabilities in coordinated tax compliance and family office services.

Reid Budrovich is a financial advisor at Hightower Advisors in Los Angeles, CA, holding a Series 65 designation with two years of industry experience. He has been with Hightower Advisors since 2019 following five years as a student. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research to offer diversified portfolio management and financial planning services.

Peter Morimoto is a financial advisor at Lido with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at First Republic Securities Company, First Republic Investment Management, and Wells Fargo in various capacities. He serves on the advisory board of Namara Water Technologies, a company specializing in smart home water leak detection and pressure control. Lido advises a broad range of clients, including high-net-worth individuals, family offices, charitable organizations, and corporations, providing investment management, financial planning, and family office services. The firm utilizes an integrated wealth-management approach with a focus on tactical and defined-risk option strategies and supports its clients through a wide network of affiliated entities.

Elliot Wicks is a financial advisor at Lido with a Series 65 credential and one year of industry experience. Prior to joining Lido, he held roles in diverse sectors including automotive, pest control, construction, and hospitality. Lido serves a wide range of clients, 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 balances various asset classes and incorporates tactical, options-based strategies.

Henry Herrill is a financial advisor at Lido with nine years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Lido serves a wide range of clients, including high-net-worth individuals, family offices, trusts, charitable organizations, and corporate and pension plans. The firm offers investment management, financial planning, family office services, and access to affiliated trust, tax, insurance, and brokerage services, managing approximately $42.5 billion in assets.

Dalton Downer is a financial advisor at Lido with two years of industry experience. He holds a Series 65 designation and previously worked at CS Tomasi Wealth Management. Lido serves a diverse client base including high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and institutional clients. The firm employs an integrated wealth-management approach that includes asset allocation across multiple asset classes and tactical option strategies, while also providing a range of affiliated trust, tax, insurance, and brokerage services.

Jennifer Solis is a CFP® with 13 years of industry experience and has been with Creative Planning since 2015. She is also president of Jen Solis LLC, a personal beauty care business based in Burbank, CA. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning-led investment process with a range of strategies and offers affiliated legal, trust, and retirement plan services alongside its advisory business.

Eun Im is a financial advisor at Eagle Strategies (NY Life) based in Los Angeles, CA, with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2010. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm offers a variety of advisory programs and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Patrick Kim is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 26 years of industry experience, including roles at Ameritas Advisory Services, LLC, EMP Financial Network Inc, and FIT Planning Group. He is a founding board member of VISTA Marketing Partners LLC, which focuses on strategic growth and planning in the fixed insurance and annuity industry. TLG Advisors, Inc. serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm provides investment supervisory services, portfolio management, and comprehensive financial planning, using fundamental analysis and Modern Portfolio Theory to construct diversified portfolios, with services delivered through a network of independent advisors and sub-advisors.

Courtney Blum is a financial advisor at Lido with 18 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Northern Lights Distributors, LLC and Centerstone Investors, LLC. Blum is based in Los Angeles, CA. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and institutional clients, offering investment management, financial planning, and family office services. The firm utilizes an integrated wealth-management approach that incorporates equities, fixed income, alternative investments, and tactical option strategies, and is notable for its sub-advisory roles and in-house affiliated entities.

Anne O Hara is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and four years of industry experience. Her prior roles include positions at Oakwood Capital Management and The Biederman Group at Morgan Stanley. She has also been associated with the University of California Santa Barbara. Wealth Enhancement Advisory Services, LLC is an SEC-registered firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Tuyun Ra is a financial advisor at Oppenheimer with 25 years of industry experience. She has held roles at Oppenheimer since 2007 and previously worked at RBC Capital Markets and Prudential Equity Group, LLC. She holds the Series 66 designation and is based in Los Angeles, CA. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of investment and consulting services across discretionary and non-discretionary accounts, combining strategic asset allocation and manager selection with retirement and financial planning solutions.

Michael Benevento is a financial advisor at Lido with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Fountainhead Advisors, Castlekeep Investment Advisors, MEBCO LLC, and Millennium Partners. Outside of advising, he serves on the advisory boards of Terramint Group Corp. (realbricks) and Worldwide Solutions and Services (Mavsotech) and is the founder and CEO of MEBCO LLC, a consulting business. 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 option strategies and acts as sub-adviser to exchange-traded funds, combining traditional advisory services with multiple affiliated capabilities.

Jessica Gonzalez Crisci is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes seven years at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. before joining Citi in 2023. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing activities, supporting both discretionary and non-discretionary investment solutions.

Denise Yi is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She has been with Citigroup Global Markets and Citibank, N.A. since 2012. Outside of her advisory work, she is affiliated with JKDY Investments LLC, which operates restaurants in Los Angeles. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional capabilities with specialized market roles.

Drew Morwood is a financial advisor at Hightower Advisors in Los Angeles, California, holding Series 63 and Series 65 credentials with four years of industry experience. His prior work includes roles at TD Ameritrade and Cetera Financial Group, as well as experience associated with Baylor University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a manager selection approach and multi-manager solutions that incorporate both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, with capabilities that include access to pooled vehicles, private funds, and strategies addressing international exposure and tax management.