Arun Bharath is a CFA® charterholder with four years of industry experience. He has worked at Hightower Advisors since 2021 and previously spent 14 years at Bel Air Investment Advisors. Arun is based in Los Angeles, CA. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on portfolio construction that incorporates a range of investment vehicles and strategies.

Aren Yarian is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 65 and Series 63 licenses and has 11 years of industry experience. Prior to joining VOYA in 2018, he worked at FIDELITY Brokerage Services LLC from 2014 to 2018. VOYA Financial Advisors serves a diverse range of clients, including individual investors, institutional clients, retirement plan sponsors, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting services through various program structures, emphasizing recommendation-based, non-discretionary advice.

Rocio Hernandez is a CFP® with eight years of industry experience, currently advising at Rockefeller Financial LLC. She previously worked at Morgan Stanley Smith Barney LLC, Manhattan West, Citigroup, and Morgan Stanley. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform to offer discretionary and non-discretionary portfolio management, financial planning, consulting, and broker-dealer services including securities transactions and alternative investment placements.

Shane Cooper is a financial advisor at Lincoln Investment with 11 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment and Pacific Southwest Financial since 2013. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm provides financial planning, ERISA retirement plan advice, model portfolios, and both discretionary and non-discretionary investment programs.

Namik Beganovic is a financial advisor at RBC Rochdale, LLC with eight years of industry experience. He previously worked at Morgan Stanley, UBS Financial Services, Cortland Valuation Group, and CNR Securities. He holds a Series 66 designation. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and charitable organizations. The firm employs an active, multi-strategy investment process that combines quantitative and fundamental analysis, utilizing proprietary tools and working with third-party sub-advisors to construct tailored portfolios.

Evan Menendez is a financial advisor at Lido with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Lido, he held roles at Morgan Stanley and had a part-time assignment at UBS. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach with diversification across multiple asset classes and implements options-based strategies, managing assets on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Thomas Petrocelli is a financial advisor at Lido with three years of industry experience. He holds a Series 65 credential. His prior roles include positions at Fountainhead Asset Management, Bloomberg LP, and Milluk Inc. 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 with diversification across multiple asset classes and options-based strategies.

Yongkwan Kim is a CFA® charterholder and holds a Series 66 license with 22 years of industry experience. He currently serves as an advisor at Hightower Advisors, having joined in 2022, and previously worked at VP Distributors LLC and Kayne Anderson Rudnick Investment Management LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a focus on portfolio construction, proprietary research, and access to alternative investments.

Samuel Hoeck is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Lido. His prior experience includes roles at First Republic Investment Management and Securities, Wells Fargo Clearing, San Diego Gas & Electric, and Kestra Investment Services. Lido provides wealth management services to high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated 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.

Matthew Woodward is a financial advisor at Mariner with 16 years of industry experience. He holds a Series 66 designation and previously worked at AdvicePeriod, LLC for six years before joining Mariner in 2022. Woodward serves as a GLG Council Member providing consulting services and is a board member and volunteer for Toluca Baseball, a nonprofit baseball league. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations through investment management, financial planning, and retirement plan consulting. The firm offers customized portfolio solutions supported by in-house research and third-party managers, along with integrated tax services and specialized financial wellness and family office capabilities.

Lucy Rojo is a financial advisor with Transamerica Financial Advisors in Woodland Hills, CA, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior work includes roles at World Financial Group, INC. and leadership at Alliance Naturopathic Group, Inc., a naturopathic medicine clinic where she has been involved in patient consultation, management, and treatment planning since 2002. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering a combination of advisory and broker-dealer services through proprietary model portfolios and access to third-party money managers.

Lauren Guzman is a financial advisor at HSBC Securities (USA) Inc. with nine years of industry experience. She holds the Series 66 designation and has worked at firms including Fidelity Investments, Bank of America, and Merrill. Guzman is based in Beverly Hills, California. HSBC Securities (USA) Inc. provides managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through a variety of client-directed and discretionary investment options. The firm combines strategic and tactical asset allocation with global manager selection and ongoing fund monitoring, offering a range of portfolio models tailored to different risk profiles.

Marc Rock is a financial advisor with Lido who holds Series 63 and Series 66 credentials and has 16 years of industry experience. He has held roles at Lido Advisors, SecureVest Financial Group, Abrahamsenrock, Ohio National Financial Services, and Guardian Life Insurance Company. He is also the managing member and CEO of Abrahamsenrock, a registered investment advisor providing customized wealth management solutions. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies, managing assets on a discretionary basis while utilizing third-party managers and sub-advisers when appropriate.

Andrew Theodore is a financial advisor with Lido, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at Raymond James & Associates and Charles Schwab 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 employs an integrated wealth management approach emphasizing diversification across multiple asset classes and implements options-based strategies both directly and through pooled vehicles.

Sergio Duenas Granados is a CFA® charterholder serving as a financial advisor at Lido with nine years of industry experience. He has been with Lido Advisors, LLC since 2017 and previously worked at the Academy of Beauty from 2013 to 2017. Outside of his advisory role, he is a partner in the Piruchi Food truck business in Los Angeles, where he manages financial records. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach focused on diversification across various asset classes and options-based strategies, typically managing assets on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

James Lang is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has worked at firms including LPL Financial and Ball & Company, and he owns J.D. Lang & Associates, a legal practice specializing in estate and tax planning, tax preparation, and bookkeeping. Lang also serves as an officer and director for the Learned Preston Foundation, providing legal, accounting, tax, and administrative support. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that offers brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm provides advisory programs through its AccessPoint platform and third-party asset managers, with a broad national network of Investment Adviser Representatives.

Carlos Arroyo Govea is a Series 66-licensed financial advisor at Lido with two years of industry experience. Prior to joining Lido, he worked at Morgan Stanley and Upstart. Outside of finance, he has a part-time role as a delivery driver for Uber. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach with diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers when appropriate.

David Lipsey is a financial advisor at Lido with Series 63 and Series 65 registrations and four years of industry experience. He previously worked at Wells Fargo Investment Institute and Wells Fargo Private Bank, with a combined tenure of 15 years. 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 a diversified, options-based, integrated wealth management approach.

Marya Young is a Series 63–licensed financial advisor with 24 years of industry experience. She is currently a Managing Director and Senior Wealth Advisor at Lido Advisors, LLC, where she has worked since 2024. Prior to joining Lido, she was affiliated with Private Wealth Strategies, Lincoln Investment, and Shore Morgan Young Wealth Strategies. Outside of her advisory role, she owns Design for Elegance, a furniture design business. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach focused on diversification across various asset classes and implements options-based strategies both directly and through pooled vehicles.

Spencer Miller is a Private Wealth Advisor and co-founder and senior partner of The Miller | Asher Group within Merrill Private Wealth Management. He focuses on meeting the comprehensive financial needs of current and former private business owners, their families, and uniquely successful individuals. Spencer leverages extensive ultra-high-net-worth resources across the firm to provide expertise in global financial strategies, pre- and post-liquidity event planning, estate and family legacy planning, philanthropic planning, and offers access to structured credit through Bank of America. His approach includes utilizing advanced value acceleration methods for businesses, assisting with business sales, mergers, acquisitions, ESOP strategies, and recapitalization services by implementing process-driven solutions tailored to evolving client needs. Spencer leads The Miller | Asher Group’s wealth management and client strategy committees and holds the Certified Private Wealth Advisor® (CPWA) designation from the Investments & Wealth Institute, taught in conjunction with the University of Chicago Booth School of Business, as well as the Certified Exit Planning Advisor (CEPA) designation. Spencer earned his bachelor's degree from the University of California system and completed an accredited certificate program at the University of Chicago. Outside of his professional work, he and his family reside in Agoura Hills, California. They actively support UCLA academics and athletics. Spencer’s personal interests include basketball, football, reading, soccer, swimming, traveling, and spending time with his family.