Tara Rich is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, holding a Series 65 designation with five years of industry experience. Her prior roles include positions at Capital Bank & Trust Company and American University. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach that emphasizes fundamental research and long-term investment horizons. The firm implements client portfolios through separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Stephanie Garcia is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Merrill, Bank of America, and Wells Fargo. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs, broker-dealer execution, and custody services. The firm combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Juan Cardenas is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with TIAA since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through TIAA-administered employer retirement plans and offers both model-driven and customized portfolio management under a fiduciary standard.

Eric Conner is a financial advisor at Lido with a Series 65 credential and one year of industry experience. He previously worked at Pegasus Partners Ltd, Tall Tree Foods, Inc., and Cortina Asset Management LLC. Lido advises a diverse client base, including high-net-worth individuals, family offices, trusts, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with a broad range of asset classes and active sub-advisory roles, including managing options-based strategies and affiliated investment companies.

Paul Knipping is a CFA® charterholder based in Los Angeles, CA, with 10 years of experience in the financial advisory industry. He has worked at Lido Advisors, LLC since 2024 and previously spent 11 years at Geneos Wealth Management Inc. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm employs an integrated wealth-management approach that balances a variety of asset classes and utilizes tactical and defined-risk option strategies, and it is notable for its active roles as a sub-adviser and in-house affiliated services.

Alyssa Garcia is a financial advisor at Lido with a Series 65 credential and one year of industry experience. Her prior roles include legal work at Kilpatrick Townsend & Stockton and various positions at Ohio University. She has also worked in the fitness sector at Club Pilates Queen Anne. Lido serves 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 diverse asset allocation and active sub-advisory roles, managing approximately $42.5 billion in assets.

Joseph Letrich is a financial advisor at Lido with a Series 65 credential and two years of industry experience. He has worked at Lido Advisors, LLC since 2023 and previously held roles at DePaul, The Mather Group, LLC, Olive Garden, WeatherTech, and NextMex. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional accounts, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical option strategies and operates significant affiliated entities, overseeing approximately $42.5 billion in assets.

Howard Spielberg is a financial advisor at Lido with 26 years of industry experience. He holds Series 63, Series 66, and Series 65 designations. His prior roles include positions at Fidelity Investments, Fidelity Personal and Workplace Advisors, and FIDELITY Brokerage Services. Lido serves a diverse client base 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 featuring tactical and defined-risk option strategies and supports its offerings with affiliated entities in trust, tax, insurance, and brokerage services.

Brian Jun is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Los Angeles, CA. He holds the ChFC® designation and the Series 63 license, and has seven years of industry experience. His prior work includes roles with Nationallife Group, Farmers Insurance Group, and Farmers Financial Solutions. Outside of advising, he is involved in insurance agency operations through Golden Bells Insurance Agency and Worthington Financial Partners. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms combining long-term strategies with options for shorter-term trading, serving clients through both discretionary and non-discretionary arrangements.

Alexandra Papell is a CFP® and ChFC® with five years of industry experience. She is currently with Lido Advisors, LLC and has previously worked at UBS Financial, Morgan Stanley Smith Barney LLC, and Merrill. Prior to her financial career, she was involved with AmeriCorps and Abe & Louies. Lido advises a diverse client base including high-net-worth individuals, family offices, and institutional clients, offering investment management, financial planning, family office services, and affiliated trust, tax, insurance, and brokerage services. The firm employs an integrated wealth-management model with a broad range of investment strategies and serves as a sub-adviser to investment funds such as the VanEck U.S. Equity Buffer ETF.

Simon Lu is a financial advisor at TIAA-CREF in Pasadena, CA, holding Series 63 and Series 66 licenses with 13 years of industry experience. Prior to joining TIAA-CREF in 2017, he worked at J.P. Morgan Securities and JPMorgan Chase Bank from 2011 to 2017. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers planning and management services that range from model portfolio approaches to customized portfolios managed under client-approved investment policies.

Cory Lescavage is a financial advisor at Mariner with a Series 65 designation. He has prior experience at Hamilton Lane Advisors, LLC, Valuation Research Corporation, Kforce, Inc., and worked at Temple University. Lescavage is based in Los Angeles, CA. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds through investment management, financial planning, and other financial services. The firm offers customized discretionary portfolios supported by an internal team and third-party managers, along with integrated tax, accounting, and financial wellness solutions.

Thomas Connaghan is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 22 years of industry experience. He holds a Series 65 designation and has worked at Kayne Anderson Rudnick since 2011, following seven years at Fisher Investments. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, insurers, banks, family offices, endowments, RIAs, and high-net-worth individuals. The firm’s investment process focuses on fundamental, company-level research and integrates proprietary governance and sustainability assessments, offering a range of active equity and fixed-income strategies as well as modular wealth advisory services.

Isaac Le is a financial advisor at GWN Securities Inc. with a Series 66 designation and one year of industry experience. Prior to joining GWN Securities and LA Pension Planners, he held roles in education and the food service industry, including Teach For America and Half and Half Boba Co. GWN Securities provides investment advisory services to individual and corporate clients through a variety of managed account programs and financial planning offerings. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and applies both asset allocation and tactical market-timing strategies in its portfolio management.

Jeffrey Halbert is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Westmount Asset Management, Telos Capital Management, Raymond James Financial Services, and Morgan Stanley. 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 operating as a swap dealer and futures commission merchant.

Maher Tayara is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup Inc. since 2022, following six years at JP Morgan Chase Bank and JP Morgan Securities LLC. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees to select and monitor managers.

Tyler Smith is a Series 66-licensed financial advisor with Mariner, based in Los Angeles, CA, and has four years of industry experience. Prior to joining Mariner in 2026, he held roles at firms including CWM, LLC DBA Carson Partners, Cetera Wealth Services, and Waterstone Private Wealth Management. Outside of advising, Smith is also an insurance agent selling fixed insurance products. Mariner serves a broad range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering services such as investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm employs discretionary, customized portfolios supported by internal research and external managers, with a notable integration of tax and accounting services, as well as administrative CFO capabilities and financial wellness tools.

Joseph Kuepper is a financial advisor at Lido with a Series 65 designation and three years of industry experience. He previously worked at Colorado Financial Management for six years and spent one year at the United States Geological Survey. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and corporate and pension plans. The firm offers integrated wealth management with a range of investment strategies and combines traditional advisory services with affiliated capabilities such as trust, tax, insurance, and brokerage services.

David Lundquist is a Series 65-registered advisor at Lido with 21 years of industry experience. He has worked at Lido Advisors, LLC since 2017 and previously held roles at Ken Stern & Associates, Churchill Management Group, Beta Wealth Group, Inc., and Fisher Investments. Lido serves a diverse client base including high-net-worth and ultra-high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach with active sub-advisory roles and in-house capabilities spanning trust, tax, insurance, and brokerage services, managing approximately $42.5 billion in assets.

Gretchen Zierolf is a CFP®-certified financial advisor with 16 years of industry experience. She is currently with Lido Advisors, LLC, where she has worked since 2024. Her prior experience includes roles at Hightower Advisors, Farr Miller & Washington, LLC, Janney Montgomery Scott, and Wells Fargo Clearing. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, estates, and institutional clients, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with a range of investment strategies and is notable for its active sub-advisory roles and affiliated capabilities in trust, tax, insurance, and brokerage services.