Rebecca Rang is a financial advisor at Lido with five years of industry experience. She holds a Series 65 designation and has worked at Lido Advisors, LLC since 2025, following roles at Avitas Wealth Management LLC, Sunset West Advisors, and BNG, Inc. Lido provides investment management, financial planning, family office services, and referrals to affiliated trust, tax, insurance, and brokerage services. The firm serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, managing approximately $42.5 billion in assets with an integrated wealth-management approach that includes tactical and defined-risk option strategies.

Mitchell Ito is a CFP® at Hightower Advisors in Los Angeles, CA, with one year of industry experience. He previously worked at Aspiriant, LLC for multiple terms between 2018 and 2025 and spent four years at PriceWaterhouseCoopers, LLP. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm’s approach emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party managers, with a focus on portfolio construction that includes mutual funds, ETFs, alternative investments, and custom indexing.

Alexander Cargal is a financial advisor with Hightower Advisors in Los Angeles, holding a Series 66 designation and seven years of industry experience. His background includes four years at Morgan Stanley and multiple roles at Gonzaga University. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research to offer discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Homer Jonathan Wilson is a CFP® with 31 years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Polaris Wealth Advisory Group, Ally Invest Securities, and Silver Oak Securities, Inc. He also has a long tenure with Carolina College Prep, Inc. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory and offers a range of investment solutions alongside financial and estate planning services.

Richard Rosenthal is a financial advisor at Lido with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at PFM Asset Management and U.S. Bank. Lido serves a wide range of clients, including high-net-worth individuals, family offices, and institutional investors, 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 maintains a notable presence as a sub-adviser to investment funds.

Kambiz Nassiri is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC from 2004 to 2011. Nassiri is also an independent insurance agent involved in fixed annuity sales. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services, utilizing a combination of in-house and external strategists, model portfolios, and technology-enabled tools in both non-discretionary and discretionary account management.

Josefina Hernandez is a financial advisor at Principal Financial Services with 24 years of industry experience. She holds a Series 66 designation and previously worked for CETERA Advisor Networks LLC for 20 years before joining Principal in 2022. Hernandez is a co-founder and treasurer of The Friendship Factor, a nonprofit supporting children with neurodiverse differences. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Shane Cumings is a financial advisor at Mariner with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked at Mariner Wealth Advisors since 2022. His prior experience includes roles at Aj Marcantonio, Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Edward Moyzes. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers and offers integrated tax services and family office capabilities alongside traditional portfolio management.

Paul Zimin is a financial advisor at Lido with a Series 65 designation and one year of industry experience. Prior to joining Lido, he worked at North Highland Consulting for two years and American Express for eight years. Lido advises a diverse range of clients, including high-net-worth individuals, family offices, charitable organizations, corporations, and pension plans, offering investment management, financial planning, family office services, and access to affiliated trust, tax, insurance, and brokerage services. The firm employs an integrated wealth-management approach with a mix of asset classes and actively manages options-based strategies through sub-advisers and private funds.

James Fetters is a CFP® with 17 years of industry experience. He currently works at CWM, LLC and Blueprint Wealth Management, having previously worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, David Katz, and Morgan Stanley & Co. LLC. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, and utilizes an Investment Committee to construct and monitor model portfolios with both fundamental and technical inputs.

Joel Callagan is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior work includes roles at PineCone Research, The Vanguard Group, Inc., and Oakwood Capital Management. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and a range of specialized program offerings.

Dorcity Phipps is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and 37 years of industry experience. He has worked at Surety Investment Services since 2014 and has been associated with Irm Distributors, Inc. since 1987. Additionally, he has a long tenure at El Monte Union High School District dating back to 1982. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation process and manages risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Shane Sawyer Jones is a financial advisor at Lido with a Series 65 designation and three years of industry experience. He has been with Lido Advisors, LLC since 2022 and has prior experience in public education and academia. Lido serves a diverse client base including high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and institutions, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach using a variety of asset classes and tactical option strategies, and it maintains active roles as sub-adviser to investment funds while offering extensive affiliated capabilities across trust, tax, insurance, and brokerage services.

Helen Chu Suwarnasarn is a Series 66-credentialed financial advisor with 16 years of industry experience. She has worked at Hightower Advisors since 2019, following prior roles at LourdMurray and SEIA. Based in Beverly Hills, CA, she is currently part of an enterprise firm with over 1,000 advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, trusts, and insurance companies. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research.

Neelika Batta is a financial advisor at Citigroup Global Markets with 7 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Bank, Wells Fargo Clearing, First Republic (part of JPMorgan Chase), and JPMorgan Chase Bank. 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 employs multi-asset, multi-manager strategies and maintains unique market roles including in-house research and acting as a swap dealer and futures commission merchant.

Jonathan Jewitt is a CFA® charterholder with 12 years of experience in the financial services industry. He is currently with Lido Advisors, LLC and has previously worked at First Republic Securities Company, First Republic Investment Management, and Wells Fargo in various advisory roles. Outside of finance, he is involved as a member and owner of KJ5 Legacy LLC, a company engaged in acquiring rental real estate. Lido advises a diverse client base including high-net-worth individuals, family offices, charitable organizations, and pension plans, providing investment management and integrated wealth-planning services. The firm offers a multi-asset investment approach with tactical option strategies and serves as sub-adviser to several investment funds, supported by affiliated entities that enhance its advisory and administrative capabilities.

Jeffrey Garden is a CFA® charterholder with 10 years of industry experience. He has been with Lido Advisors, LLC since 2015 and is also associated with Oakhurst Advisors LLC. Based in Los Angeles, CA, he currently works at Lido. 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 that combines various asset classes and tactical option strategies, and is notable for its active sub-advisory roles and extensive affiliated services such as trust, tax, and insurance.

Mario Valverde Rojo is a CFA® charterholder with 13 years of industry experience. He has worked at Cerity Partners LLC since 2025 and previously held roles at BlackRock, State Street Global Advisors, and Nuveen Investments. He serves as the Southwest Chapter Co-Head for the CAIA Association, organizing events related to alternative investments. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, institutions, and pooled investment vehicles, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services and incorporates proprietary quantitative screening and direct security selection, along with access to alternative and private market solutions for qualified clients.

John Jalil is a financial advisor with Transamerica Financial Advisors in Woodland Hills, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and also serves as president of Woodland Hills Financial Center, LLC and Medi Claim Inc, which are involved in non-investment businesses including insurance and claims services. Transamerica Financial Advisors serves individual investors, high-net-worth clients, and institutional clients such as pension plans and charitable organizations. The firm offers a combination of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

Frida Valijan is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 63 and Series 65 licenses and bringing six years of industry experience. She operates a bookkeeping and accounting business under Liber T Co. and provides independent bookkeeping services for Aaron Barlev & Co. In addition, she works part-time in in-home supportive services for disabled individuals. PlanMember Securities Corporation offers retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation framework with risk-based mutual fund portfolios and provides a range of education and support services to plan sponsors and participants.