Wenbo Jiang is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Citigroup in 2026, he worked at Cetera and East West Bank. He has also been affiliated with the University of Southern California and the University of California, Irvine. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and swap dealing, and provides bespoke discretionary solutions for very large relationships.

Meagan D'angelo is a CFP® professional with 15 years of industry experience. She has worked at Lido Advisors, LLC since 2023 and previously spent 20 years at Sargent Bickham Lagudis, LLC. Based in Los Angeles, CA, she currently serves as an advisor at Lido. Lido serves a diverse range of clients, including high-net-worth individuals, family offices, charitable organizations, and corporations. The firm employs an integrated wealth-management approach that balances asset allocation across various investment types and offers a combination of traditional advisory services alongside a broad set of affiliated capabilities.

William Carey is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA. He holds Series 63 and Series 66 credentials and has 19 years of industry experience. Prior to joining Capital Group Private Client Services in 2021, he worked at Capital Bank and Trust Company from 2016 to 2021. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm employs a multi-manager approach based on rigorous fundamental research and a long-term investment horizon, using separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Sara Blatt Collins is a financial advisor with Transamerica Financial Advisors in Pasadena, CA, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. Her career includes roles at Transamerica Financial Advisors since 2012 and Netlaw Inc. since 2019. She is also involved with Rotary International. Collins engages in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors and refers clients to estate planning services through Netlaw Inc. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services with a range of proprietary and third-party investment portfolios, functioning concurrently as a registered broker-dealer and RIA while supporting plan clients through affiliated retirement and recordkeeping entities.

I joined Real Life Planning to mentor a new generation of real estate investors. We help real estate investors take practical steps to build financial freedom, create multiple sources of income, and make working for someone else optional. At Real Life Planning, we speak both real estate and financial planning. Whether you're adding to your properties, contemplating a 1031 exchange, listing your place on Airbnb, getting started as a landlord, or looking to buy a home overseas, we'll help you create a realistic plan for your financial life goals. As you build your investment property portfolio, we will help you plan to optimize taxes and diversify risks, manage total cash flow, and prepare for new opportunities. Our clients are - Rental property investors looking for a comprehensive financial plan - Professionals considering a real estate side hustle to create an additional source of income - People with inherited rental property - Homeowners maximizing opportunities for income - Americans looking to buy property overseas - Expats buying homes in the U.S. We're a Fee-Only fiduciary firm, so we work for you, not for Wall Street. That's why our fees are inclusive and transparent. My husband, Brian, and I live in Orlando, FL with our two young boys. I grew up watching my parents balance a W2 job, with steady income, a commission role, and managing a portfolio of real estate that included single family homes, multi-unit properties and an apartment complex. From that, I absorbed a mindset that there was more than one way to provide for yourself. That you could manage yourself and your time and that the idea of having multiple streams of income is a feasible strategy. A year after graduating from college, I purchased my first home, lived in one room and rented out another one of the rooms. From there the journey to create multiple sources of income began. Now, as the parents of 2 young boys, my husband, Brian, and I are trying to demonstrate the same entrepreneurial spirit to our boys as we manage our rental property and our peer-to-peer car sharing business. We are enjoying the journey and our experiences flow over into my work with clients as their financial coach and business coach. I have worked 17 years in the financial services industry. Real Life Planning works with clients virtually from anywhere. Interested in the real (estate) life? Book a discovery call today.

Anna Li is a financial advisor at Citigroup Global Markets with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has held positions at firms including Cetera, East West Bank, BBVA, and U.S. Bancorp Investments. Citigroup Global Markets serves individual and institutional clients across various private banking and wealth management segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, as well as broker-dealer execution and custody services.

Conrad Hindert is a CFP® professional with 22 years of industry experience, currently serving at Lido Advisors, LLC. His prior experience includes roles at Fidelity Investments, Fidelity Personal and Workplace Advisors, and FIDELITY Brokerage Services LLC. Lido advises a broad range of clients, 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 and defined-risk option strategies, and it maintains a notable role as sub-adviser to investment funds such as the VanEck U.S. Equity Buffer ETF.

Jungtsan Lee is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has held roles at Star Max Universal and J.D. Leos, Inc. Outside of his advisory work, he is an independent realtor affiliated with Star Max Universal. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm employs a model portfolio approach supported by third-party money managers and platform sub-advisors, offering a range of advisory, brokerage, and retirement-plan services through a large advisor network.

Katherine Wohlt is a financial advisor at Lido with 15 years of industry experience. She holds a Series 65 designation and previously worked at Pegasus Partners Ltd. and Reinhart Partners, LLC. Based in Los Angeles, she has been with Lido since 2024. Lido advises a diverse client base including high-net-worth individuals, family offices, and institutions, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach incorporating tactical option strategies and offers extensive affiliated services across trust, tax, insurance, and brokerage.

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 Pasadena, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining GWN Securities in 2025, his work history includes positions at California State University, Fullerton and GIGABYTE. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs and financial planning, utilizing a mix of affiliated and unaffiliated sub-advisers and model-based portfolios with strategies that include market-timing and momentum-based approaches.

Luka Waage is a Series 65-licensed advisor at Lido with one year of industry experience. Before joining Lido Advisors, LLC in 2025, he worked as a lifeguard with the Del Mar Lifeguard Department and attended the University of California, Santa Barbara. Lido serves a diverse client base that includes high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm uses an integrated wealth-management approach combining asset allocation across various asset classes with tactical and defined-risk option strategies and is notable for its active sub-advisory roles and affiliated in-house capabilities.

Brian Blackwell is a CFP® and ChFC® professional with 18 years of industry experience. He currently serves as an advisor at Lido, having joined the firm in 2023. His prior work experience includes roles at Spotlight Asset Group, Delta Community Credit Union, LPL Financial, and Fidelity. Lido advises a diverse client base that includes high-net-worth individuals, family offices, trusts, charitable organizations, and corporations. The firm employs an integrated wealth-management approach utilizing a range of asset classes and option strategies, and it combines traditional advisory services with extensive affiliated capabilities such as in-house trust companies and tax subsidiaries.

Timothy Walsh is a financial advisor at Lido with six years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including MML Investors and Fountainhead Advisors. Outside of his advisory role, he acts as a broker agent for MassMutual Life Insurance, focusing on life, disability, and long-term care insurance. Lido serves a diverse client base, including high-net-worth individuals, family offices, and institutional investors, offering integrated wealth management and affiliated trust, tax, and insurance services. The firm employs a tactical and defined-risk investment approach and maintains significant roles in sub-advisory and options-based strategies.

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® with 11 years of industry experience and currently serves as an advisor at Lido Advisors, LLC. He previously worked at United Capital Financial Advisers, LLC and Bedrock Capital Management, Inc. Loosle is based in Los Angeles, CA. Lido advises 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 with a range of investment strategies and maintains a notable role as sub-adviser to ETFs, complemented by extensive affiliated trust, tax, insurance, and brokerage services.

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 firms including A. G. Edwards & Sons, Oppenheimer, and CIBC World Markets. Since 2006, he has also been associated with Lourd Capital Management. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes a multi-manager investment approach and utilizes both affiliated and third-party managers supported by proprietary research.

Adrianne Erickson is a financial advisor at Lido with a Series 65 designation and four years of industry experience. She has worked at Lido Advisors, LLC since 2022 and previously spent twelve years at RWJ Barnabas Health. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach that balances asset allocation across various asset classes and distinctive tactical option strategies, while also providing services through affiliated entities specializing in trust, tax, insurance, and brokerage.

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.

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.