Derek Tam is a CFP® with 19 years of industry experience, currently serving at Lido Advisors, LLC since 2023. His prior experience includes roles at SVB Financial Group and Boston Private Wealth LLC. Outside of financial advising, he is a co-owner and serves on the board of directors and finance committee for Hapa Brewing Company. Lido Advisors 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, retirement, and estate planning services using an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Carol Lens is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Lido. Her prior roles include positions at Olympus Wealth Management, Qualtrics, J.P. Morgan Securities, and Wells Fargo Advisors. Outside of her advisory work, she is a vice president and co-owner of Property Execs LLC, a rental property 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 a diversified, integrated wealth management approach that includes options-based strategies and typically manages assets on a discretionary basis using both in-house and third-party managers.

Sebastian Garcia Cornejo is a Series 66 designated financial advisor at Citigroup Global Markets with four years of industry experience. He has held prior roles at RBC Capital Markets and served in various positions at the University of California, San Diego. Citigroup Global Markets serves individual and institutional clients across multiple 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 through discretionary and non-discretionary programs and maintains large institutional scale alongside unique market roles such as operating as a swap dealer and futures commission merchant.

Richard Singer is a financial advisor with SB Capital Management, Inc. and holds a Series 65 designation. He has 22 years of industry experience, including 23 years at SB Capital Management and most recently joining Mercer Global Advisors Inc. in 2025. SB Capital Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation oriented approach with a focus on portfolio structure and tax-aware implementation, managing discretionary accounts and private equity and hedge fund vehicles.

Marsha Williams is a Series 66-licensed financial advisor at Independent Financial Group, LLC with 23 years of industry experience. She previously worked at D.A. Davidson & Co. for 11 years and Crowell, Weedon & Co. for 6 years. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm uses model-driven portfolio management combining passive and active strategies across multiple risk profiles.

Jenny Dudrey is a financial advisor at Lido with 22 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Platte River Wealth Advisors, Wells Fargo Clearing, and Wells Fargo Advisors. She is also a notary public in Colorado. 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, using an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Samuel Richman is a financial advisor at Lido with six years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at IFM (US) Securities, Earnest Research, Morgan Stanley Smith Barney, and Bernstein Private Wealth Management. Richman is based in Los Angeles, CA. 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 while pursuing a diversified, integrated wealth management approach that includes options-based strategies and the use of third-party managers and sub-advisers.

Jonathan Gonshor is a financial advisor at Oppenheimer with 12 years of industry experience. He holds a Series 63 designation and has been with Oppenheimer since 2014. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers various programs that include asset management, consulting, and retirement services, managing both discretionary and non-discretionary portfolios across equity, balanced, and fixed-income strategies.

Anna Tosunyan is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, California, holding Series 63 and Series 66 licenses and having nine years of industry experience. She has worked at various branches of HSBC since 2013. Outside of her advisory role, she serves as a caregiver for her mother. HSBC Securities (USA) Inc. offers managed account programs to a variety of clients, including individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation with risk-profile-driven models and uses both discretionary and client-directed program types.

William Blase is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at The Colony Group, Citigroup Global Markets Inc., Bank of America, Merrill, Raymond James & Associates, and Deutsche Bank Securities Inc. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and corporate and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that blends active and passive strategies, third-party managers, and private funds.

Andrew Horowitz is a financial advisor with Rockefeller Financial LLC in Los Angeles, CA, holding a Series 63 license and bringing 30 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley Private Bank. Outside of advising, he is involved as a general partner in family-related philanthropic investment partnerships supporting the New West Symphony and the University of Southern California. 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 offers a range of portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing access to securities transactions, insurance products, placement, and investment banking.

Juan Wilson is a financial advisor with Citigroup Global Markets, holding a Series 66 license and has two years of industry experience. His career includes roles at Citi Private Bank and Aflac, as well as academic positions at the University of Southern California and several high schools. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Peter Lin is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the ChFC® designation along with Series 65 and Series 66 licenses. He has nine years of experience in the industry, with prior roles at Oakwood Capital Management LLC, Investcloud, and Snowden Capital Advisors. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active management, overseen by an internal Investment Committee.

Kenneth Ruan is a financial advisor at GWN Securities Inc. with Series 66 credentials and has been in the industry since 2025. Prior to joining GWN Securities, he had limited professional experience, including a role at One Bite Dumpling in 2021. He is also involved with Pension101, providing pension education and lead generation. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of investment programs, including traditional asset allocation and legacy market-timing strategies.

Joshua Perlmutter is a financial advisor at IEQ Capital, LLC with a Series 65 credential and three years of industry experience. Prior to joining IEQ Capital in 2022, he worked at Raymond James and has held roles at The Ritz-Carlton Hotel Company, University of California Santa Barbara, and other organizations. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and private funds, focusing on separately managed accounts and family-office services. The firm’s investment approach combines centralized macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion in assets.

John Mcinerney is a CFP® with 16 years of industry experience, currently serving at Lido Advisors, LLC since 2023. Prior to joining Lido, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2023. Outside of his advisory role, he is the sole proprietor of Samurai Race LLC, a recreation business based in New Jersey. 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 across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and often utilizing third-party managers and sub-advisers.

Peter Lauer III is a financial advisor at Creative Planning with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Planning since 2014. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Paris Rodriguez is a financial advisor at Lido with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Lido Advisors, LLC since 2016, following eight years at Fidelity Investments. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, providing investment management, financial planning, and family office services. The firm employs an integrated wealth management approach with diversified strategies across multiple asset classes and implements options-based strategies both directly and through pooled vehicles.

Amit Josef is a financial advisor at Lido with 12 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Lido in 2025, he worked at Avitas Wealth Management for seven years and UBS Financial Services for four 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 employs an integrated wealth management approach, offering investment management, financial planning, family office services, and estate planning, with a focus on diversification and options-based strategies.

Robert Pessell is a CFP® with 40 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory, where he has worked since 2016. His prior experience includes long-term roles with Kestra Investment Services, Pacific Mutual, and Financial Management Services, Inc. He is also the sole owner and president of Pessell Financial & Insurance Services, Inc., and serves on the management committee of FMS Financial Partners, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary services, plan design and compliance, employee education, and access to multiple management platforms and third-party solutions, managing approximately $79.8 billion in assets.