Sanjeev Sardana is a financial advisor at Lido with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Bluepointe Capital Management, LLC for 19 years. 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 manages assets on a discretionary basis while utilizing third-party managers and sub-advisers when appropriate.

Komal Motwani is a CFP® with seven years of industry experience, currently serving as a financial advisor at TIAA-CREF. Prior to joining TIAA-CREF in 2025, Motwani worked for Yanni & Associates Investment Advisors, LLC for a total of seven years and spent time at Thakar Financial LLC, Raymond James. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm distinguishes between stand-alone planning services and ongoing discretionary management and acts as adviser to a donor-advised fund.

Myra Alport is a financial advisor at Lido with 19 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Copperwynd Financial and Thompson Wealth Management. 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 with diversification across various asset classes and options-based strategies, managing assets both directly and through third-party managers and sub-advisers.

Jacob Dorman is a CFP® and Series 65-registered advisor with 12 years of industry experience. He is currently with Mariner, where he has worked since 2022, and previously held roles at AdvicePeriod, LLC and his own firms Dorman Skorheim Wealth Management LLC and Dorman & Company, Inc. Outside of advisory work, he co-owns Dorman & Company Inc., an event services business, and spends several hours monthly consulting for it. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm integrates tax and accounting services and provides customized, discretionary portfolios managed by an internal team and Investment Committee.

Dylan Mathis is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research, futures and derivatives services, and bespoke solutions for very large clients.

Tat Chan is a financial advisor with Principal Financial Services in Pasadena, CA, holding Series 63 and Series 65 designations and seven years of industry experience. His career includes roles at Principal Life Insurance Company, NYLIFE Securities LLC, New York Life Insurance Co., Basel Capital, Whitewing Insurance Solutions, and HSBC in both the U.S. and Hong Kong. Outside of advisory work, he is the owner of Seed Capital LLC, which is investing as a limited partner in a restaurant. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel, with advisory offerings that include financial planning and access to third-party money manager solutions.

Nicki Green is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at Lido Advisors, LLC since 2023 and previously held roles at Colorado Financial Management and Cascade Financial Management Inc. Prior to her financial industry roles, she worked at Vail Resorts. 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, typically managing assets on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Shaina Desai is a CFP®-certified financial advisor with eight years of industry experience. She is currently with Hightower Advisors and has held prior roles at Northwestern Mutual Wealth Management Company and Jessica Aliotti. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and access to pooled investment vehicles and private funds.

Phuong Dinh is a financial advisor at Lincoln Investment in Los Angeles, CA, holding a Series 66 designation. Dinh has been with Lincoln Investment since 2026 and is also involved with Vers, LLC and self-employed activities since 2015. Lincoln Investment serves individuals, charitable organizations, businesses, and retirement plans, including a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and dynamic approaches supported by an Investment Management & Research team.

Simon Zhang is a financial advisor at IEQ Capital, LLC in Los Angeles, CA, holding a Series 66 designation with three years of industry experience. Prior to joining IEQ Capital in 2025, he worked at Morgan Stanley Smith Barney LLC from 2022 to 2025. He also has experience in academia, having worked at Duke University, Babson College, and The Webb Schools. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, focusing on separately managed accounts and family-office services. The firm employs a centralized investment process that integrates macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion in assets.

Rita Pattaratornkosohn is a financial advisor with GWN Securities Inc. and holds a Series 66 designation. She has less than one year of industry experience. Prior to joining GWN Securities, her background includes academic roles at the University of California Riverside and a brief period at POKE CO. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning services. The firm employs a mix of affiliated and unaffiliated sub‑advisers and uses market-timing and momentum-based strategies within certain legacy programs.

Albert Jennings Segura is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial, LLC, Bank of America, N.A., and Merrill Lynch. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm overseeing approximately $18.6 billion in assets and serving over 24,000 clients through about 366 advisors. The firm offers advisor-managed and model portfolios, third-party manager programs, and various financial planning services, operating with an open-architecture investment approach.

Ahmad Khalil is a financial advisor at Oppenheimer with nine years of industry experience. He holds a Series 66 designation and has worked at Guggenheim Securities and Wedbush Securities Inc. prior to joining Oppenheimer. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach varies by program, encompassing strategic and tactical asset allocation across multiple asset classes, with both discretionary and non-discretionary management.

Daniel Brown is a financial advisor at Lido with a Series 65 designation and no prior industry experience before joining the firm. His work history includes roles at Annex Wealth Management and Pegasus Partners, along with earlier positions outside the financial sector, including teaching in Milwaukee Public Schools. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, and other entities, offering investment management, financial planning, and estate services. The firm employs an integrated wealth management approach with diversification across asset classes and implements options-based strategies both directly in client accounts and through pooled vehicles.

Brian Haloossim is a Series 66-licensed financial advisor with 22 years of industry experience. He has worked at Sanford C. Bernstein for 23 years and currently serves at Lido Advisors, LLC. Outside of his advisory role, he is an advisor to Qloo Inc., a technology company focused on entertainment and culture, where he provides strategic and marketing input. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs an integrated wealth management approach emphasizing diversification and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Derenik Sardarimasihi is a financial advisor at HSBC Securities (USA) Inc. in Beverly Hills, CA, holding Series 63 and Series 66 licenses with five years of industry experience. His prior roles include positions at Unionbanc Investment Services, MUFG Union Bank, and Bank of the West. Outside of his advisory work, he provides in-home care for his parents. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm employs a structured investment process with multiple risk profiles and combines strategic and tactical asset allocation supported by affiliated advisory and fund selection entities.

Alireza Damirchilou is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA. He holds Series 66 and Series 63 licenses and has one year of industry experience. His prior work includes positions at HSBC Bank USA, Farmers Insurance Agency, F.F. Nab, and Bank of Industry and Mine. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, with options ranging from client-directed to fully discretionary portfolios. The firm employs a structured investment process supported by global asset management and fund due diligence teams, serving a broad client base through a range of tailored program types.

Cuong Thuyen is a financial advisor at Independent Financial Group, LLC with 21 years of industry experience. He holds a Series 66 designation and has been with Independent Financial Group since 2011. Outside of his advisory role, Thuyen is a member of local realtor associations including the West San Gabriel Valley Association of Realtors and the Arcadia Association of Realtors. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of advisors and utilizes multiple investment programs and third-party managers to accommodate diverse client needs.

David Gallacher is a CFA® charterholder with 14 years of industry experience. He has worked at William Blair since 2021 and was previously with Cyrus J. Lawrence LLC from 2015 to 2021. Gallacher holds Series 66 and Series 63 licenses and is based in Los Angeles, CA. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Sean Rodriguez is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Valic Financial Advisors since 2011 and also works with Agia in a non-securities insurance capacity. Valic Financial Advisors primarily serves U.S.-based 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and providing various overlay options for portfolio customization.