Troy Jones is a CFA® charterholder with three years of industry experience. He is currently an investment adviser representative with Lido Advisors, LLC, serving exclusively through Enterprise Trust & Investment Company. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional entities, providing investment management, financial planning, and family office services. The firm manages approximately $42.5 billion in assets and utilizes an integrated wealth-management approach combining equities, fixed income, alternatives, and option strategies, supported by a network of affiliated entities.

Danielle Smith is a CFP® with 10 years of industry experience, currently with Sequoia Financial Group, L.L.C. in Pasadena, CA. She has previously worked at Sterling Financial Group, Inc. and LPL Financial, LLC. Danielle also holds a Notary Public commission. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm utilizes a combination of model and custom portfolio management strategies, supported by an Investment Policy Committee, and employs a range of investment vehicles including mutual funds, ETFs, private funds, and alternative investments.

Ford Van Winkle is a financial advisor at Lido with nine years of industry experience and holds a Series 65 credential. His prior experience includes roles at Freestone Capital Management and Fisher Investments. Lido serves a diverse client base, including high-net-worth individuals, family offices, charitable organizations, and institutional entities, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies and maintains a notable sub-advisory and investment-company role.

Kevin Salk is a financial advisor with Oppenheimer in Los Angeles, CA, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. His prior work includes roles at Cliffwood Partners LLC, Citigroup Global Markets, and CIBC World Markets Corp. Outside of finance, he is a photographer specializing in early 1980s punk rock bands and operates multiple photography-related businesses, including partnerships with galleries and a published book. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of investment and consulting services across discretionary and non-discretionary accounts, with a notable focus on custody of client assets and management of both commission-based and non-discretionary advisory programs.

Gary Morris is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His work history includes roles at Cetera Advisor Networks LLC, Girard Securities, Inc., and long-term involvement with Professional Estate Services, Inc., among others. He serves as chairman of the board for Granite Ridge Christian Camp, a nonprofit organization. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm utilizes a combination of firm- and third-party models to tailor client strategies and offers financial planning, portfolio management, and retirement plan services.

Richard Freilich is a financial advisor with Hightower Advisors in Los Angeles, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Bel Air Securities LLC and Bel Air Investment Advisors LLC, where he worked for over two decades. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a variety of investment vehicles.

Robert Renshaw is a CFP® with 18 years of industry experience, currently serving as an advisor at Lido since 2025. His prior firms include Fountainhead Capital Management, Prestige Wealth Management Group, AEPG Wealth Strategies, and 1st Global Advisors. Outside of his advisory role, he is a life insurance agent for Penn Mutual Life Insurance and National Life Group. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and pension plans. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies, and it offers a broad range of services through affiliated entities and active sub-advisory roles.

Larry Pham is a financial professional with 10 years of industry experience, currently affiliated with GWN Securities Inc. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining GWN Securities in 2021, he worked at Equitable Advisors and AXA-Advisors, LLC. Outside of advisory work, he is involved in Medicare Advantage plan enrollment and co-founded Pension 101, a pension education and lead generation system. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios through a large network of advisors.

Matthew Munet is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds Series 63 and Series 65 licenses and has eight years of industry experience. His career includes roles at New York Life Insurance Co., NYLife Securities, LLC, Northwestern Mutual, and Brecher Insurance and Financial Services. Munet also operates under the DBA name Aurum Wealth Strategies and Insurance Solutions, LLC, where he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice, operates mainly under non-discretionary management, and integrates insurance and annuity products through its affiliation with New York Life.

Thomas Pontius is a CFP® professional with five years of experience at Kayne Anderson Rudnick Investment Management, LLC and a total of four years in the financial industry. Prior to joining Kayne Anderson Rudnick in 2021, he worked at Wells Fargo Private Bank, Ernst & Young, and Andersen Tax LLC. He is also a limited partner in a real estate investment LLC where he provides tax and financial advice. Kayne Anderson Rudnick provides discretionary investment management and sub‑advisory services to institutional and individual clients, offering a range of active equity and fixed-income strategies with an emphasis on fundamental company-level research and proprietary governance and sustainability assessments. The firm manages approximately $58 billion in assets and serves diverse client types, including pension plans, insurance companies, family offices, and sovereign wealth funds.

Spencer Anmuth is a financial advisor with TLG Advisors, Inc. in Los Angeles, CA, holding a Series 66 credential and one year of industry experience. He has held roles at Gideon Strategic Partners and Mill Creek Capital Advisors and has academic experience from the University of Pennsylvania. Anmuth also works as a Client Service Associate at Gideon Strategic Partners. 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 to build diversified portfolios, offering investment supervisory services, portfolio management, and financial planning.

Maxwell Kilstofte is a financial advisor with PlanMember Securities Corporation in Los Angeles, holding a Series 66 credential and four years of industry experience. He also operates as a CPA specializing in tax return preparation and maintains a role as controller for a manufacturers’ representative company in the high-tech sector. Outside of finance, he is involved in music as a songwriter and performer. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, functioning as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services for plan sponsors and participants.

David Brecher is a financial advisor with Eagle Strategies (NY Life) based in Los Angeles, CA, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been affiliated with Eagle Strategies since 1994 and has also operated Brecher Insurance and Financial Services since 2008. Outside of advisory work, he is involved in insurance product brokerage and holds passive investments in various real estate and early-stage private companies. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Loreen Washburn is a financial advisor at Rockefeller Financial LLC in Los Angeles, CA, holding a Series 63 designation with 23 years of industry experience. She has worked at Wells Fargo Clearing and Rock & Co LLC prior to her current role. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services alongside broker-dealer capabilities, including securities transactions and investment banking. The firm’s Private Advisor model and consolidated investment platform provide clients with a range of discretionary and non-discretionary investment solutions across multiple asset classes.

George Chiu is a financial advisor with Equity Services, Inc. who holds Series 63 and Series 65 licenses and has 32 years of experience in the financial industry. He has worked at Equity Services since 2017 and also operates Strategic Horizon Inc., focusing on insurance agency services. Outside of his advisory roles, he serves on the board of directors for the Buddhist Fellowship of Southern California. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms incorporating third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Matthew Crow is a financial advisor at Mercer Global Advisors Inc. with 28 years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at EP Wealth Advisors and TD Waterhouse Investor Services Inc. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, and offers a range of implementation options such as ETFs, mutual funds, separate accounts, and direct indexing.

Tyler Olsen is a CFP® and holds a Series 66 license with 23 years of industry experience. He is currently with Lido, joining the firm in 2024 after five years at Platte River Wealth Advisors and previous roles at Wells Fargo Clearing and Wells Fargo Investments. He is based in Los Angeles, CA. Lido serves a diverse clientele including high-net-worth individuals, family offices, trusts, and institutions, offering comprehensive wealth management, financial planning, and related services. The firm employs an integrated investment approach featuring a range of asset classes and options strategies, while also acting as sub-adviser to investment funds such as the VanEck U.S. Equity Buffer ETF.

Rosa Melkonyan is a financial advisor with Eagle Strategies (NY Life) in Glendale, CA, holding Series 65 and Series 63 licenses and possessing 14 years of industry experience. Her prior roles include positions at NYLife Securities LLC and New York Life Insurance Company. She operates two insurance-related business ventures, Blue Cedar Financial and Insurance Solutions and Trinity Capital Insurance and Financial Solutions LLC, focused on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Greg Satz is a financial advisor at Lido with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Merrill, UBS Financial Services, PKS Advisory Services, and Avitas Wealth Management. His other business activities include roles as principal at alternative investment firms Avitas Capital Management and Avitas Capital Partners, as well as serving as an advisor to Egis Capital Partners. 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 employs an integrated wealth-management approach that utilizes a range of asset classes and tactical option strategies, and it is notable for its active sub-advisory roles and extensive affiliated capabilities.

Bradford Pollard is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 66 licenses. Pollard is involved in the wind-down process of the Wayne J. Pollard Insurance Agency, Inc., serving as CEO, CFO, and Secretary in his role as trustee of his late father’s estate. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with in-house research capabilities and unique market roles, providing a broad set of advisory, execution, and custody services.