William Leathers is a financial advisor at Lido with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Lido in 2026, he held positions at Alliance Bernstein, St. Germain Investments, and OneDigital. Lido serves a diverse client base including high-net-worth and ultra-high-net-worth individuals, family offices, trusts, charitable organizations, and pension plans. The firm utilizes an integrated wealth-management approach with a focus on tactical and defined-risk option strategies, and it distinguishes itself with active sub-advisory roles and a broad range of affiliated financial services.

Jamal Thompson is a financial advisor with Kestra Advisory in Burbank, CA, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Kestra Advisory since 2020 and has also worked with Kestra Investment Services, LLC since 2014. He serves as a consultant for Domari Wealth Management, providing investment advice through an independent RIA. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves very large institutional investors and provides access to multiple management platforms and third-party solutions.

Gregory Manukian is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has three years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, Manukian serves on the board of Centse Financial Literacy, providing financial education seminars to schools and organizations, and volunteers with the Employer Fraud Task Force to raise awareness about workers' compensation fraud. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse range of individual and institutional clients. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis through multiple program types.

Vaspour Antanesian is a financial advisor with GWN Securities Inc. in Glendale, CA, holding a Series 66 designation and 10 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors. Outside of his advisory role, he is co-founder and CEO of Elit Productions, a film production and marketing company, and co-founder of Vertical Brace Inc., a medical equipment startup in pre-launch. He also serves as managing partner at LA Wealth Partners, focusing on fixed and index annuities and fixed life insurance products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs, including SMA, UMA, and fund-strategist options, and is notable for its legacy use of market-timing and technical-momentum strategies.

Michael Rader is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at multiple firms, including LPL Financial, Prudential Insurance Company of America, and Wells Fargo Clearing, with prior experience at HSBC Securities from 2013 to 2016. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary investment options guided by multiple model risk profiles and supported by global asset management resources.

Jason Lersch is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA. He previously worked at Capital Bank and Trust Company for five years before joining his current firm in 2021. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach that combines separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Javier Escamilla is a CFA® charterholder with six years of industry experience. He is currently with Capital Group Private Client Services, Inc., where he has been since 2021. Prior to this, he worked at Capital Bank & Trust Company and Capital Group Companies. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and alternative investment vehicles.

Emily Kruthoff is a financial advisor at Lido with eight years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Goldman Sachs & Co. from 2016 to 2018. Kruthoff has been with Lido Advisors, LLC since 2019. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm offers integrated wealth management with a focus on tactical and defined-risk option strategies, combining traditional advisory services with a broad range of affiliated capabilities.

Christopher Ganey is a CFP® professional at Cerity Partners LLC with experience beginning in 2023. His background includes roles at Edward Jones and work with educational organizations such as Pepperdine University and Loudoun County Public Schools. He also volunteered with Dulles Little League. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services and access to alternative and private market solutions, combining proprietary quantitative strategies with third-party and direct investment approaches.

Michael Montgomery is a CFA® charterholder and Series 63 licensee with 10 years of industry experience. He is currently with Kayne Anderson Rudnick Investment Management, LLC, where he has worked since 2022. His prior experience includes roles at BMO Investment Distributors, LLC and B.C. Ziegler and Company. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, insurers, banks, family offices, and high-net-worth individuals. The firm’s investment approach centers on fundamental company-level research and incorporates proprietary governance and sustainability assessments across a range of active equity and fixed-income strategies.

Erin Furman is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. She holds Series 63 and Series 66 licenses and has nine years of industry experience. Her career includes roles at New York Life Insurance Company, NYLIFE Securities LLC, and Cumby Spencer & Associates. Eagle Strategies serves a diverse client base, including individual investors, institutional clients, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Molly Ciprari is a financial advisor at MAI Capital Management, LLC in Los Angeles, CA, holding a Series 65 designation with one year of industry experience. Her work history includes roles at Evoke Advisors, Nuveen, and MAI Capital Management since 2025. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers additional services such as trust administration and insurance through affiliated entities.

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.