Jon Beauchemin is a financial advisor at Mariner with 28 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Commonwealth Financial Network and Msec, LLC. Beauchemin is also involved in fixed insurance sales at his branch location. Mariner serves a diverse client base that includes individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, utilizing a combination of in-house research and third-party managers to implement customized, discretionary portfolios.

Luke Crofts is a CFA® charterholder with nine years of industry experience. He joined Hightower Advisors in 2025 after a decade at Lindbrook Capital, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering solutions that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach centers on manager selection and multi-manager strategies, utilizing both affiliated and third-party managers along with proprietary research.

Katherine Wohlt is a financial advisor at Lido with 15 years of industry experience. She holds a Series 65 designation and previously worked at Pegasus Partners Ltd. and Reinhart Partners, LLC. Based in Los Angeles, she has been with Lido since 2024. Lido advises a diverse client base including high-net-worth individuals, family offices, and institutions, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach incorporating tactical option strategies and offers extensive affiliated services across trust, tax, insurance, and brokerage.

Sandra Poetz is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and employs both qualitative and quantitative analysis to recommend and monitor investments, offering specialized services such as ERISA retirement plan advisory and a Private Wealth program for high-net-worth clients.

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.

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 Hightower Advisors since 2019, alongside running Lourd Capital Management since 2006. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a manager selection approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services through its network of advisor practices.

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.

Tanner Watson is a financial advisor with Focus Partners Wealth, LLC and holds a Series 65 credential. He has one year of industry experience and has previously worked at The Colony Group, SCS Capital Management, Royal Alliance Associates, Signature Estate & Investment Advisors, NWF Advisory, UCSB, and Bas Rutten's Elite MMA Gym. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Dennis Mai is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has been with Citigroup since 2008. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies using internal standards and oversight committees to select and monitor managers, and it provides bespoke discretionary solutions for very large relationships.

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.

Rabih Msallem is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Citigroup Global Markets since 2007, following three years at Citicorp Investment Services. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides both discretionary and non-discretionary solutions, including exposure to alternative and digital-asset products.

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.

Paul Nelson is a CFP® with 21 years of experience in financial services. He is currently with Mariner Wealth Advisors and also serves as President, Secretary, and Chief Financial Officer of Viewpoint Financial Advisors, Inc. His prior experience includes roles at Commonwealth Financial Network and 21st Century Annuity. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, retirement consulting, and access to a range of investment vehicles. The firm utilizes discretionary, customized portfolios supported by an internal management team and third-party managers, and offers integrated tax and accounting services alongside traditional portfolio management.

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.