Curtis Vega is a financial advisor at HSBC Securities (USA) Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked at HSBC since 2013, initially with HSBC Bank USA N.A. and currently with HSBC Securities since 2021. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations, providing a range of client-directed and discretionary portfolio options. The firm’s investment approach combines strategic and tactical asset allocation supported by global asset management resources and emphasizes a variety of risk profiles tailored to client needs.

Luis Fondevila is a financial advisor with Surety Investment Services in Los Angeles, CA, holding a Series 63 designation and over 30 years of industry experience. He has been affiliated with Surety Investment Services since 1982 and has worked with IRM Distributors, Inc. since 1998. In addition to his advisory role, he serves as President and Agent of Surety Investment Services, where he provides leadership and sales support. Surety Investment Services primarily serves individual clients along with pension plans, trusts, businesses, and estates, offering financial planning and discretionary portfolio management. The firm employs a dual fee-and-commission model, emphasizing long-term investing and utilizing a range of securities and insurance products, including fixed and variable annuities and life insurance.

Benjamin Gottlieb is a financial advisor at Lido with a Series 65 designation and one year of industry experience. Prior to joining Lido, he held roles at Centura Wealth Advisory, Chandler Asset Management, Bank of Hawaii, and CKW Financial Group. He has experience in both advisory and client-facing positions across multiple firms. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and institutional investors. The firm manages approximately $42.5 billion in assets, offering integrated wealth management that includes tactical and defined-risk option strategies, investment management, financial planning, and affiliated trust, tax, insurance, and brokerage services.

Albert Diaz is a financial advisor at RBC Rochdale, LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at City National Securities, Franklin Templeton Investments, U.S. Bancorp Investments, and U.S. Bank. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs a multi-strategy investment process that combines quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools to tailor portfolios across a variety of asset classes.

Juan Corona is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and eight years of industry experience. He has been with Citigroup since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Stephan Miskjian is a CFP® and CFA® with 17 years of industry experience, currently serving at Creative Planning. His prior roles include positions at Pensionmark Financial Group and kPlans Investment Services. He volunteers on the Investment Committee for the International School of Los Angeles Burbank. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, tax-efficient strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Edward Comerford is a financial advisor at Lido with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, Aqua Finance, and Englewood Health. His background also includes roles outside finance, such as positions at Tufts University and TGA Premier Sports. Lido serves a diverse client base that includes high-net-worth and ultra-high-net-worth individuals, family offices, charitable organizations, and institutional investors. The firm employs an integrated wealth-management approach combining equity, fixed income, alternatives, and options strategies, and is distinguished by its active sub-advisory roles and extensive affiliated capabilities.

Connor Bauer is a financial advisor with RBC Rochdale, LLC, holding a Series 66 credential and eight years of industry experience. He has worked at CNR Securities, LLC and City National Rochdale since 2017 and previously was employed at Purdue University. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment approach that integrates quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools such as the Galaxy asset-allocation system and Monte Carlo simulations to tailor portfolios across various asset classes.

Margaret Richardson is a CFP® and holds a Series 66 license, with 16 years of experience in the financial industry. She is currently with Kayne Anderson Rudnick Investment Management, LLC and previously worked at Rockefeller Financial LLC and Merrill. Kayne Anderson Rudnick provides discretionary advisory and sub‑advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, pension plans, and individual clients. The firm emphasizes fundamental, quality‑oriented equity research and offers a range of strategies while serving unique client segments such as sovereign wealth funds and banking clients.

Shu Kaneko is a financial advisor at TLG Advisors, Inc. with three years of industry experience. He holds a Series 66 designation and has worked with firms including LPL Enterprise and The Prudential Insurance Company of America. Outside of advising, Kaneko is a real estate broker with Bluepine Real Estate. TLG Advisors serves a wide range of clients, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and pension plans. The firm focuses on manager selection and ongoing portfolio monitoring, using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both traditional advisory services and a direct-to-consumer digital program.

Kevin Mcveigh is a CFA® charterholder with 16 years of industry experience. He is currently with Lido Advisors, LLC, where he has worked since 2025, following a 30-year tenure at Exchange Capital Management, Inc. He is also involved in overseeing the termination of operations for Exchange Capital Management as a shareholder. Lido advises a diverse client base that includes high-net-worth individuals, family offices, trusts and estates, charitable organizations, and institutional plans. The firm employs an integrated wealth-management approach that balances asset allocation across multiple asset classes and utilizes tactical and defined-risk option strategies, including discretionary and non-discretionary management through various vehicles and sub-advisers.

Jacob Jablonski is a financial advisor at Lido with seven years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at firms including Zacks Investment Management, Creekmur Asset Management, and Charles Schwab. 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 that incorporates tactical option strategies and balances asset allocation across multiple asset classes, while also serving as a sub-adviser to investment funds such as the VanEck U.S. Equity Buffer ETF.

Peter De Martino is a financial advisor with Wealth Enhancement Advisory Services, LLC in Los Angeles, CA. He holds Series 63, Series 65, and Series 66 licenses and has 22 years of industry experience. His prior roles include positions at Morgan Stanley and Retirement Planners of America. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment process that blends passive and active managers overseen by an internal Investment Committee.

Hugh Roberts is a CFP® professional with 41 years of industry experience, currently serving as a financial advisor at Lincoln Investment since 2012. His prior experience includes roles at Capital Analysts Incorporated and Osaic FA, Inc. Roberts is involved in advising family-owned businesses on succession planning and is an author on the topic of family business dynamics. He also serves as secretary for the Melton Leadership Foundation, focusing on executive coaching and strategic planning. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer that serves individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive investment strategies.

Brian Griffiths is a Series 66-licensed advisor at Lido with 18 years of industry experience. He has worked previously at Fidelity Investments and Ameriprise. Outside of his advisory role, he is a part-owner of a handmade jewelry and hair salon business, operated by his wife. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional clients, providing integrated wealth management through asset allocation across multiple investment types and tactical strategies. The firm is notable for its sub-advisory roles and extensive affiliated capabilities spanning trust, tax, insurance, and brokerage services.

Stuart Ng is a financial advisor at D.A. Davidson & Co. with 32 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining D.A. Davidson in 2024, he spent 23 years at LPL Financial, LLC. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Mordechai Taylor is a financial advisor at Cetera Planning Partners with three years of industry experience. He holds a Series 65 credential and previously worked at Avantax Planning Partners, Inc. for four years. He also has a long-standing role at Premier Accounting & Tax Services, Inc. since 2009. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers, utilizing a process centered on diversified mutual fund and ETF allocations tailored to client objectives and risk tolerance.

Jordan Hunt is a CFA® charterholder based in Los Angeles, CA, with six years of industry experience. He has worked at Lido Advisors, LLC since 2026 and previously spent seven years with Jackson Hole Capital Partners, LLC, along with roles at the Trust Company of Oklahoma and Corporate Consulting Group / Financial Solutions, Inc. Lido serves a diverse group of clients, 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 manages approximately $42.5 billion in assets across a network of affiliated entities.

Kayla Kaltenecker is a CFP® with eight years of industry experience, currently serving at Lido Advisors, LLC. She has worked at Lido since 2017, following a year at J & Y Business Group and operates Kaltenecker Inc., an accounting firm where she assists as a data entry assistant. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional clients. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies and operates a network of affiliated entities offering comprehensive financial, trust, tax, insurance, and brokerage services.

Alexander Nikolenko is a financial advisor with TLG Advisors, Inc. and holds Series 63 and Series 65 credentials. He has 27 years of industry experience and has worked at Zey Financial Group Inc. since 2015 and The Leaders Group, Inc. since 2011. Outside of his advisory role, he is involved in multiple insurance-related businesses focusing on traditional life, long-term care, and disability insurance products. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.