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.

Jason Betley is a financial advisor at Oppenheimer with 18 years of industry experience. He has held Series 63 and Series 65 licenses and previously worked at Morgan Stanley before joining Oppenheimer in 2017. Based in Los Angeles, he has been with his current firm for nine years. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment and consulting services with both discretionary and non-discretionary account management, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

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.

Ayako Yoshioka is a CFA® charterholder with 10 years of experience in the financial services industry. She has worked at Wealth Enhancement Advisory Services, LLC and its predecessor entities since 2016. Prior to joining Wealth Enhancement Advisory Services, she was affiliated with Oakwood Capital Management and its division ACORN DIGITAL WEALTH. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers 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, risk-class based investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Payam Homapour is a financial advisor with Transamerica Financial Advisors in Los Angeles, CA, holding Series 63 and Series 65 licenses and 22 years of industry experience. In addition to his advisory role, he serves on the boards of two Jewish synagogues, where he is involved in security oversight and also volunteers as an armed security guard. He provides basic financial education as a college consultant through the Heartland Institute of Financial Education and manages a small S-corporation. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services across multiple platforms.

Hrachya Davtyan is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His prior roles include positions at Argosy Wealth Management Corporation, Mutual Securities, Inc., and UBS Financial Services. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options including ETFs, mutual funds, and separate accounts.

Matthew Altman is a CFP® with 11 years of industry experience and is currently with Lido Advisors, LLC. His prior roles include positions at Glassy Mountain Advisors, Copperleaf Capital, Fidelity Brokerage Services, and Charles Schwab. Lido advises a diverse client base ranging from high-net-worth individuals to institutional investors, offering investment management, financial planning, and family office services. The firm manages approximately $42.5 billion in assets and utilizes an integrated wealth-management approach that includes tactical option strategies and a range of asset classes.

David Archila is a financial advisor at Capital Group Private Client Services, Inc. with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with SchoolsFirst Credit Union and American Funds Distributors, Inc. Outside of his advisory role, Archila works as a valet attendant for Hospitality Parking Group. 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 through separately managed accounts, mutual funds, ETFs, and alternative investments, focusing on fundamental research and long-term portfolio management.

Connor Buckle is a financial advisor at IEQ Capital, LLC with three years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining IEQ Capital, he worked at Lincoln International and Ernst and Young. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, non-profit organizations, and other entities. The firm’s investment approach includes centralized macroeconomic research and client-specific Investment Policy Statements, with portfolios constructed from liquid strategies, third-party independent managers, and private alternative investments.

Kirk Whalen is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Merrill and Capital Group. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, utilizing both client-directed and discretionary investment approaches supported by global asset management and fund due diligence.

Savitri Pai is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her prior experience includes roles at J.P. Morgan Chase Private Bank and Capital Bank & Trust Company. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach that emphasizes fundamental research and a long-term investment horizon. The firm implements portfolios through separately managed accounts, mutual funds, ETFs, and private equity or alternative strategy funds.

Abdulla Mirpur is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including United Capital Management and Transamerica Financial Advisor, LLC. Outside of financial advising, he is a licensed California real estate broker and a licensed general building contractor providing home remodeling and consulting services. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs primarily to individuals affiliated with TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, with a fiduciary standard applied to its registered investment advisory services.