Salim Admon is a CFP® with 20 years of experience in financial services. He is currently with TLG Advisors, Inc. and has previously worked at Gideon, The Leaders Group Inc, MML Investors Services, and Mass Mutual Life Insurance Company. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

Nathaniel Kirk is a financial representative at LA Pension Planners and holds a Series 66 credential. He has experience working at Masterworks Agency, Westmont College, Victory Foam Inc, and Spirit Christian Academy. Kirk is involved in pension education through an educational platform called Pension 101. GWN Securities is an SEC-registered investment adviser and broker-dealer managing approximately $3.65 billion across more than 37,000 client accounts. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment programs including traditional asset allocation and legacy market-timing strategies.

James Lugo is a financial advisor with First Citizens Investor Services, Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses with 19 years of industry experience. His prior roles include positions at Nationwide Investment Services Company, IMA Wealth, Inc., and Equitable Distributors, LLC. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, utilizing a client process that emphasizes assessments of financial needs and risk tolerance combined with fundamental, quantitative, and technical analysis. The firm offers a range of portfolio management solutions, including managed accounts, wrap programs, and an automated investing platform.

Raul Acevedo is a financial advisor at Lido with 16 years of industry experience. He holds a Series 66 designation and previously worked at Stifel for seven years before joining Lido Advisors, LLC. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm provides investment management, financial planning, family office services, and retirement and estate planning, employing an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Aaron Love is a CFP® licensed financial advisor with three years of industry experience. He is currently with Lido Advisors, LLC and previously worked at Copperwynd Financial and Fidelity Investments. Outside of finance, he has experience working in the food service industry at Bam Bam's Barbecue. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers investment management, financial planning, family office services, and estate planning, using an integrated wealth management approach that includes diversified asset classes and options-based strategies.

Dean Catalano is a financial advisor at Capital Group Private Client Services, Inc. with 18 years of industry experience. He previously worked at Capital Bank & Trust Company and Wells Fargo Private Bank. Catalano holds a Series 66 designation and is based in Los Angeles, CA. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach called the “Capital System” that emphasizes fundamental research and long-term investing. The firm implements client portfolios through separately managed accounts, affiliated mutual funds, ETFs, and alternative investment vehicles.

Ishkhan Boghossian is a financial advisor with Eagle Strategies (NY Life) based in Pasadena, CA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His work history includes roles at NYLIFE Securities LLC and New York Life Insurance Company since 2012 and 2013 respectively, as well as operating his own business, Boghossian Financial Inc., since 2022. Outside of his advisory work, he serves as a caretaker for his parents. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working closely with both retail and institutional sponsors.

Dennis Liu is a financial advisor with Eagle Strategies (NY Life) in Glendale, CA, holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Co, and Transglobal Holding Company. He also served over two decades at Vineyard of Hope Church. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and offers multiple advisory programs, with most assets managed on a non-discretionary basis.

Stephanie Withers is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. Prior to joining Hightower, she held roles at Bel Air Management Company LLC, Bel Air Securities LLC, and Bel Air Investment Advisor LLC. She serves on the investment committee of Katherine Delmar Burke School, overseeing the school's endowment. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles.

Robert Barnes is a CFP®, CFA®, and holds a Series 66 license with 16 years of industry experience. He is currently with Lido Advisors, LLC and has previously worked at Mariner Wealth Advisors, PFG Advisors, Securities America Advisors, and Klevens Capital Management. Outside of his advisory work, he owns and manages several investment real estate properties in Renton, WA. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers integrated wealth management with diversified strategies across equities, fixed income, structured notes, real estate debt, and alternatives, implementing options-based approaches and managing assets primarily on a discretionary basis.

John Uriostegui Jr. is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. His career includes roles at Rockefeller Capital Management, Bank of America, Merrill Lynch, and JPMorgan Chase. Outside of his advisory work, he serves as a board member for a nonprofit focused on volleyball clinics and holds leadership positions in private lending and real estate investment entities. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and brokerage services. The firm uses a Private Advisor model and a consolidated investment platform to provide discretionary and non-discretionary solutions across various asset classes, alongside placement and investment banking capabilities.

Philip Houchin is a financial advisor at Lido with a Series 65 credential and five years of industry experience. He previously worked at Jackson Hole Capital Partners, Mid-Con Energy Partners LP, and Patriot Bank. Outside of his advisory role, he is the managing member of Triple Down LLC, a legacy investment entity focused on oil and gas interests and real estate. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm uses an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers when appropriate.

Justin Morales is a CFP® professional with three years of industry experience, currently with Capital Group Private Client Services, Inc. in Los Angeles. Prior to joining Capital Group, he held positions at Union Bank and US Bank. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach and fundamental research to construct client portfolios across various investment vehicles.

Mason Turner is a financial advisor at Citigroup Global Markets with 7 years of industry experience. He previously worked at Wells Fargo Bank NA for 12 years before joining Citigroup in 2025. Outside of his advisory role, he owns and provides funding for a real estate renovation venture through MX Property LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives trading.

Benedetto Falcone is a CFA® charterholder with 24 years of industry experience. He is currently with Kayne Anderson Rudnick Investment Management, LLC and has held previous roles at VP Distributors LLC and Vontobel Asset Management. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base including institutions, charitable organizations, corporations, family offices, registered investment advisers, pension plans, and individuals. The firm emphasizes fundamental, quality-oriented equity research and manages approximately $67.9 billion in assets, offering a range of strategies across multiple market capitalizations and sectors.

Brian Reisner is a financial advisor at Lido with a Series 65 credential and two years of industry experience. Prior to joining Lido in 2023, he spent 12 years at Virtual PICU Systems, LLC. He currently serves on the board of directors for Virtual PICU Systems, which supports a network of Pediatric Intensive Care Units across North America. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm provides investment management, financial planning, family office services, and retirement and estate planning, utilizing a diversified, options-based investment approach across various asset classes and managing assets primarily on a discretionary basis.

Timothy Johnson Jr. is a CFP® with two years of industry experience, currently serving as a financial advisor at Lido. He previously worked at Capco and has held various roles including at Hawkers Asian Street Fare and Uber, where he continues to work part-time as a delivery driver. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers investment management, financial planning, family office services, and estate planning, employing an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Eduardo Herrera is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2012. The firm serves individual and institutional clients across various wealth segments and offers a wide range of investment advisory programs, execution, and custody services. Citigroup Global Markets is notable for its multi-asset, multi-manager strategies, in-house research, and unique market roles including swap dealer and futures commission merchant activities.

Bridget Costello is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 13 years of industry experience. She holds Series 65 and Series 63 designations and has worked at both VP Distributors LLC and Kayne Anderson Rudnick Investment Management since 2015. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a diverse client base, including institutional and individual investors. The firm emphasizes fundamental, company-level research and incorporates proprietary governance and sustainability assessments in its investment process.

Daniel Elijah Valverde is a financial advisor at Lido with a Series 65 credential and one year of industry experience. Prior to joining Lido, he worked at Fisher Investments for one year and has held a variety of positions in different industries including Doordash and Chick-fil-A. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers investment management, financial planning, family office services, and retirement and estate planning, employing an integrated wealth management approach with diversification across multiple asset classes and options-based strategies.