Jason Koo is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior experience includes roles at Eagle Strategies and New York Life Insurance Company. He serves on the Board of Advisors for WonderSeed, a nonprofit organization. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers financial planning, consulting, and access to proprietary and third-party advisory solutions, combining advisor-led discretionary management with model-based strategies and digital advisory platforms.

Tiffany Cohen is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citibank since 2015. Based in Beverly Hills, CA, her career has been focused within the Citigroup organization. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm uses a multi-asset, multi-manager investment approach supported by internal oversight and provides tailored solutions including discretionary and non-discretionary strategies.

Erik Oros is a financial advisor at TLG Advisors, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at firms including The Leaders Group Inc and Actinium Capital LP. Oros serves as Chief Investment Officer at Gideon Strategic Partners LLC, where he is involved in investment management and sales. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves a diverse client base including individuals, retirement plans, trusts, and institutional investors. The firm combines fundamental research and Modern Portfolio Theory in its portfolio construction and offers services ranging from comprehensive financial planning to ERISA fiduciary oversight.

Joseph Crowley is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Exchange Capital Management from 2016 to 2025, Blue Jays from 2017 to 2019, and has been with Lido Advisors, LLC since 2025. Crowley serves as a shareholder overseeing the termination of Exchange Capital Management, Inc., a legacy operating entity. Lido advises a diverse client base, including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pooled investment vehicles, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management model with tactical and defined-risk option strategies and maintains active roles as sub-adviser and investment company in addition to offering a broad range of affiliated trust, tax, insurance, and brokerage services.

Quinn Boortz is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. Prior to joining Citigroup in 2022, Boortz worked at CBRE Investment Management, Starwood Capital Group, and Ernst & Young. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research, derivatives services, and bespoke solutions for high-net-worth clients.

John Woo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has held roles with World System Builders, Worldwide Legacy Builder, and the National Association of Registered Social Security Analysts. Additionally, he serves as an instructor at the Heartland Institute of Financial Education’s College Planning Program, where he provides coaching on college financial planning. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a diverse client base including individual investors, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver its advisory services through a large network of advisors and multiple program platforms.

Kareem Hout is a CFA® charterholder with six years of industry experience. He currently works at MAI Capital Management, LLC and previously held roles at Evoke Advisors and First Republic Bank. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, and institutional clients. The firm employs a range of investment strategies and integrates financial planning and tax services into client relationships.

Jason Baldridge is a financial advisor at Lido with a Series 65 credential and four years of industry experience. He has been with Lido Advisors, LLC since 2021. Prior to that, he worked at OluKai and Boston College. Lido serves a wide range of clients including high-net-worth individuals, family offices, charitable organizations, corporations, and pension plans, providing investment management, financial planning, and family office services. The firm applies an integrated wealth-management approach that incorporates diverse asset classes and tactical option strategies, and it is noted for its active sub-advisory role and affiliated capabilities across trust, tax, insurance, and brokerage services.

Andrew Stewart is a CFA® charterholder based in Los Angeles, CA, with eight years of industry experience. He has been with Lido Advisors, LLC since 2025 and previously worked at Exchange Capital Management, Inc. from 2017 to 2025. Outside of his advisory work, Stewart serves on the finance committee of St. John's Episcopal Church, volunteers with the CFA Society Detroit, and is a board member of the Huntington Woods Men's Club. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional entities, offering investment management, financial planning, and affiliated trust, tax, and insurance services. The firm employs an integrated wealth-management approach, combining tactical option strategies and traditional asset allocation across various investment types, and is active in sub-advisory roles for ETFs and private funds.

Hasan Shirazi is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds a Series 66 designation and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, execution, and custody services. Citigroup Global Markets combines large institutional scale with specialized market roles, providing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Ruth Melody Chukwunyere is a Series 65-licensed advisor at Mariner with four years of industry experience. Prior to joining Mariner in 2023, she worked at McAdam LLC and has been involved in the hospitality industry through Levy Restaurants since 2017. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, and specialized services such as tax integration and Core Family Office solutions. The firm employs a customized, discretionary portfolio approach supported by an Investment Committee and combines in-house research with third-party manager allocations.

Jeffrey Christie is a financial advisor at Lido with 21 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Investment Security Corporation, Ken Stern & Associates, and Asset Planning Solutions, Inc. He maintains a valid California life insurance license, though he is not actively using it. Lido serves a diverse client base, including high-net-worth individuals, family offices, trusts, and institutional investors, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical option strategies and combines traditional advisory services with extensive affiliated capabilities and active roles in sub-advisory and investment-company management.

Neil Martin is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, JM Construction Services US, the Federal Aviation Administration, and Borbon, Inc. Martin is based in Los Angeles, CA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Melinda Mchugh is a CFP® professional with 23 years of industry experience, currently serving at Lido Advisors, LLC since 2019. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 11 years and Wells Fargo Clearing for one year. Lido advises a diverse range of clients including high-net-worth individuals, family offices, trusts, charitable organizations, and corporate pension plans. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies, and it stands out for its active sub-advisory roles and extensive affiliated capabilities across trust, tax, insurance, and brokerage services.

David Kalata is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, California. He holds a Series 66 designation and has 23 years of industry experience, including 19 years at HSBC Securities and HSBC Bank USA. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm’s investment process uses five model risk profiles and combines strategic and tactical asset-allocation advice with ongoing fund due diligence, serving clients with a mix of discretionary and non-discretionary portfolios.

Barbara Lommen is a CFP® and holds a Series 65 license, with 10 years of industry experience. She is currently an advisor at Lido Advisors, LLC and previously worked at Colorado Financial Management, LLC for eight years. Lido serves a diverse client base, including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach combining tactical asset allocation and defined-risk option strategies and is notable for its active sub-advisory role and extensive affiliated capabilities.

Benjamin Klaus is a Series 65-licensed advisor at Lido with one year of industry experience. Prior to joining Lido, he held various roles outside the financial industry, including positions in landscaping, painting, and valet services, and was a full-time student until 2025. Lido serves a diverse client base, including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm employs an integrated wealth-management approach combining equities, fixed income, alternatives, and defined-risk option strategies, supported by a broad range of affiliated services such as trust, tax, and insurance subsidiaries.

Imran Faruqui is a CFP® professional affiliated with Citigroup Global Markets, with 11 years of experience in the financial industry. His career includes roles at Wells Fargo and JPMorgan prior to joining Citigroup in 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Stepan Ghukasyan is a CFP®-certified financial advisor at Citigroup Global Markets with two years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and multiple assignments within Citi Bank. Citigroup Global Markets serves individual and institutional clients, offering a wide range of investment advisory programs and broker-dealer services. The firm utilizes multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Angel Matos is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Citigroup, Wells Fargo, JPMorgan Securities, and Morgan Stanley. In addition to his advisory work, Matos is also appointed as an insurance agent with Bankers Life and Casualty, where he writes Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management based on clients’ goals, risk tolerances, and time horizons.