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.

Scott Sandler is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 65 designation and 11 years of industry experience. He has worked at Capital Group Private Client Services since 2021 and previously spent five years at Capital Bank and Trust Company. Based in Los Angeles, CA, Sandler focuses on serving high-net-worth clients. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and alternative strategy funds. The firm emphasizes fundamental research and long-term investment horizons in its portfolio management.

Kurt Vogel is a CFP® at Mercer Global Advisors Inc. with approximately eight years of experience in the financial services industry. Prior to joining Mercer, he worked for Singer Burke Zimmer & Kogan, LLP for ten years. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm uses a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, implemented through low-cost ETFs, index funds, separate account managers, and private funds.

Christopher Wahl is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner. His prior experience includes roles at NewEdge Advisors, LLC, Northwestern Mutual, and UBS Private Wealth. Wahl is also a licensed insurance agent. Mariner serves a broad client base, including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by internal research and third-party managers, with notable integration of tax and accounting services.

Mario Reina is a financial advisor with GWN Securities Inc. in Pasadena, CA, holding Series 66 and Series 63 licenses and bringing 21 years of industry experience. His prior roles include positions at Infinity Financial Services and Infinity Financial Services Advisory, where he worked for a combined 15 years. Outside of his advisory duties, Reina is involved in tax preparation through his ownership of Onelink Financial Services. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning services. The firm uses a combination of affiliated and unaffiliated sub-advisers and model-based allocations grounded in asset allocation and Modern Portfolio Theory, with an emphasis on both discretionary portfolio management and tactical market-timing strategies.

William Fitzhugh is a financial advisor at D.A. Davidson & Co. with 28 years of industry experience. He has been with D.A. Davidson since 2013 and holds Series 63, 65, and 66 licenses. Outside of his advisory role, he is involved in a land ownership business that rents land for farming. 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 offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients.

Reid Budrovich is a financial advisor at Hightower Advisors in Los Angeles, CA, holding a Series 65 designation with two years of industry experience. He has been with Hightower Advisors since 2019 following five years as a student. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research to offer diversified portfolio management and financial planning services.

Peter Morimoto is a financial advisor at Lido with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lido Advisors, First Republic Securities, First Republic Investment Management, and Wells Fargo Advisors. He serves on the advisory board of Namara Water Technologies, a company focused on smart home water leak detection and pressure control. 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, including diversification across multiple asset classes and implementation of options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Henry Herrill is a financial advisor at Lido with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles, providing integrated wealth management services that include investment management, financial planning, and family office services. The firm employs a diversified investment approach with options-based strategies and manages assets both directly and through third-party managers and sub-advisers.

Dalton Downer is a Series 65-licensed financial advisor at Lido with one year of industry experience. Prior to joining Lido, he worked at CS Tomasi Wealth Management and has held various roles in education and communications. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, and institutional clients, providing investment management, financial planning, and family office services. The firm employs a diversified investment approach including equities, fixed income, alternatives, and options-based strategies, often managing assets on a discretionary basis and partnering with third-party managers.

Jennifer Solis is a CFP® with 13 years of industry experience and has been with Creative Planning since 2015. She is also president of Jen Solis LLC, a personal beauty care business based in Burbank, CA. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning-led investment process with a range of strategies and offers affiliated legal, trust, and retirement plan services alongside its advisory business.

Eun Im is a financial advisor at Eagle Strategies (NY Life) based in Los Angeles, CA, with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2010. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm offers a variety of advisory programs and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Patrick Kim is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 26 years of industry experience, including roles at Ameritas Advisory Services, LLC, EMP Financial Network Inc, and FIT Planning Group. He is a founding board member of VISTA Marketing Partners LLC, which focuses on strategic growth and planning in the fixed insurance and annuity industry. TLG Advisors, Inc. serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm provides investment supervisory services, portfolio management, and comprehensive financial planning, using fundamental analysis and Modern Portfolio Theory to construct diversified portfolios, with services delivered through a network of independent advisors and sub-advisors.

Ashley Ting is a financial advisor at Empower Advisory Group with six years of industry experience. She holds a Series 66 designation and has previously worked at GWN Securities, Inc., Equitable Advisors, and AXA Advisors LLC. Ting is based in La Puente, California. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm delivers services through an integrated platform tied to Empower’s recordkeeping and administrative systems, offering both point-in-time financial plans and optional managed account solutions.

Courtney Blum is a financial advisor at Lido with 18 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Northern Lights Distributors, LLC and Centerstone Investors, LLC. Blum is based in Los Angeles, CA. 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 with diversification across various asset classes and implements options-based strategies both directly and through pooled vehicles.

Nicholas Stonnington Sr. is a financial advisor at Prime Capital Financial with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously led the Stonnington Group, LLC for 19 years. Outside of advising, he owns several non-investment businesses including a healthcare insurance and mortgage loan origination firm, as well as a human capital management company. Prime Capital Financial is an enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers comprehensive services including asset management, financial planning, qualified retirement plan sponsorship, and family office solutions, employing a range of investment strategies alongside affiliated tax advisory services.

Michael Benevento is a financial advisor at Lido with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Fountainhead Advisors, Castlekeep Investment Advisors, MEBCO LLC, and Millennium Partners. Benevento is a founder and CEO of MEBCO LLC, a consulting business, and serves on advisory boards for Terramint Group Corp. and Worldwide Solutions and Services. 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 estate and retirement planning, using an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Jessica Gonzalez Crisci is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Citi Group since 2023, following seven years at HSBC Bank USA and HSBC Securities (USA) Inc. in various advisory roles. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including operating as a security-based swap dealer and futures commission merchant.

Denise Yi is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She has been with Citigroup Global Markets and Citibank, N.A. since 2012. Outside of her advisory work, she is affiliated with JKDY Investments LLC, which operates restaurants in Los Angeles. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional capabilities with specialized market roles.

Rommel Valarao is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and possessing 32 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory work, he serves as secretary for First Solution Hospice Care, dedicating time monthly to managing administrative duties. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and a mix of discretionary and non-discretionary programs.