Anna Li is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Citigroup since 2016 with a brief tenure at Cetera and East West Bank among others. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services, with a focus on multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs.

Conrad Hindert is a CFP® with 21 years of industry experience, currently serving at Lido Advisors, LLC since 2025. His prior experience includes roles at Fidelity Investments, Fidelity Personal and Workplace Advisors, and FIDELITY Brokerage Services LLC, where he worked for over two decades. Lido advises 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 using an integrated wealth management approach that includes diversification across various asset classes and options-based strategies.

Katherine Wohlt is a financial advisor at Lido with 15 years of industry experience. She holds a Series 65 credential and previously worked for nine years at Pegasus Partners Ltd. before joining Lido Advisors, LLC. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles by providing 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 primarily on a discretionary basis and using third-party managers when appropriate.

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 Fullerton, CA. He holds a Series 66 designation and has been with GWN Securities since 2025. Prior to joining the firm, his background includes roles at GIGABYTE and various educational institutions. He is also a financial representative for a DBA financial services business and life and health insurance sales. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios through a large network of advisors.

Luka Waage is a Series 65-licensed financial advisor at Lido with one year of industry experience. Prior to joining Lido Advisors, LLC, he was employed by the University of California, Santa Barbara, and worked for the Del Mar Lifeguard Department. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and charitable organizations by providing investment management, financial planning, family office services, and retirement and estate planning. The firm employs a diversified, integrated approach across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and working with third-party managers and sub-advisers when appropriate.

Brian Blackwell is a financial advisor at Lido with 18 years of industry experience. He holds CFP® and ChFC® designations, as well as the Series 66 license. His prior roles include positions at Spotlight Asset Group, Delta Community Credit Union, and LPL Financial. 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 options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Timothy Walsh is a financial advisor at Lido with six years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Fountainhead Advisors, MML Investors, and MassMutual Life Insurance. Outside of advisory roles, he maintains a broker agent position with MassMutual Life Insurance, focusing on life, disability, and long-term care insurance. 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 diversified investments and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Jason Betley is a financial advisor at Oppenheimer with 18 years of industry experience. He has held Series 63 and Series 65 licenses and previously worked at Morgan Stanley before joining Oppenheimer in 2017. Based in Los Angeles, he has been with his current firm for nine years. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment and consulting services with both discretionary and non-discretionary account management, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

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® and holds a Series 65 license, with 11 years of experience in the financial industry. He has worked at Lido Advisors, LLC since 2022 and previously spent seven years at United Capital Financial Advisers, LLC. Based in Los Angeles, CA, Loosle currently serves clients through Lido. 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 with diversification across multiple asset classes and implements options-based strategies both directly and through pooled vehicles.

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 Hightower Advisors since 2019, alongside running Lourd Capital Management since 2006. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a manager selection approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services through its network of advisor practices.

Adrianne Erickson is a financial advisor at Lido with a Series 65 credential and three years of industry experience. She has worked at Lido Advisors, LLC since 2022 and previously spent twelve years at RWJ Barnabas Health. Lido serves high-net-worth and ultra-high-net-worth clients, including individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm provides investment management, financial planning, family office services, and estate and retirement planning, employing an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

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.

Dennis Mai is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has been with Citigroup since 2008. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies using internal standards and oversight committees to select and monitor managers, and it provides bespoke discretionary solutions for very large relationships.

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® and Series 66 credentialed advisor with 11 years of industry experience. He is currently with Lido Advisors, LLC and has prior experience at Glassy Mountain Advisors, Copperleaf Capital, Fidelity Brokerage Services, and Charles Schwab. Based in Los Angeles, CA, he joined Lido in 2025. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, providing investment management, financial planning, and family office services. The firm employs a diversified investment approach across multiple asset classes and options-based strategies, often managing assets on a discretionary basis and using third-party managers when appropriate.

Connor Buckle is a financial advisor at IEQ Capital, LLC with three years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining IEQ Capital, he worked at Lincoln International and Ernst and Young. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, non-profit organizations, and other entities. The firm’s investment approach includes centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from liquid strategies, third-party independent managers, and private alternative investments.

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.