Lewis Perkins is a CFP® with 33 years of industry experience, currently affiliated with Independent Financial Group, LLC since 2008. He also owns Comprehensive Financial Solutions, Inc, where he serves as an officer and director. Outside of his advisory roles, Perkins is involved in family dispute mediation and serves as treasurer for Northeast Neighbors, a nonprofit organization. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services through a national network of advisors and multiple program platforms.

Kelly Oliver is a CFP®-designated financial advisor at Lido with seven years of industry experience. She has held positions at firms including XPS Capital, Purshe Kaplan Sterling Investments, and Chevy Chase Trust. Lido serves high-net-worth and ultra-high-net-worth clients, offering investment management, financial planning, and family office services. 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 and utilizing third-party managers when appropriate.

Janice Osugi is a CFA® charterholder and holds Series 63 and Series 66 licenses, with six years of industry experience. She has worked at Lido Advisors, LLC since 2025 and previously spent four years at Bluepointe Capital Management, 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 with diversified strategies across multiple asset classes and options-based tactics.

Zachary Senn is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Capital Management, he worked at Innovative Wealth Building and has teaching experience at California State University, Fullerton, College of the Sequoias, El Diamante High School, and La Joya Middle School. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, insurance products, and placement and investment banking services.

Andrew Micallef is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JP Morgan and Capital Bank & Trust Company. 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 investments.

Melanie Jones is a Series 65-licensed financial advisor at MAI Capital Management, LLC with nine years of industry experience. Her prior roles include positions at First Republic Investment Management and Evoke Advisors. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a variety of investment strategies and combines portfolio management with financial planning and tax services, managing $72.3 billion in assets as of May 2026.

Russell Toth is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 16 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fisher Investments and Scottrade. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base including institutions, charitable organizations, corporations, family offices, and individual clients. The firm emphasizes fundamental, quality-oriented equity research and offers a range of strategies while serving both traditional and less common clients such as sovereign wealth funds and other investment advisers.

Mady Yehia is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding a Series 63 credential and over 24 years of industry experience. She has worked at PlanMember since 2010 and operates a separate tax, accounting, and payroll services business under Securitax Financial Services since 2002. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering education and support through seminars and personalized retirement planning. The firm’s investment approach is based on a strategic asset allocation framework and risk-based mutual fund portfolios ranging from conservative to aggressive.

Thomas Anderson Jr. is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, holding a Series 66 designation with 17 years of industry experience. His prior roles include positions at Capital Bank & Trust Company and J.P. Morgan. 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 a long-term investment horizon. The firm often allocates assets among separately managed accounts, mutual funds, ETFs, and access to private equity and alternative strategy funds.

Michael Morrissey is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Prior to joining Capital Group Private Client Services in 2021, he worked at Capital Bank & Trust Company and AB Bernstein Private Wealth Management. 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 investment vehicles. The firm emphasizes fundamental research and long-term portfolio management.

Brandon Yee is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and nine years of industry experience. He has worked at multiple firms including First Allied Advisory Services and Cetera Investment Advisers. Brandon is also involved with Guidant Planning, Inc. in a marketing assistant role. United Planners Financial Services is a national wealth-management enterprise serving a broad client base through independent investment adviser representatives. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and offers a range of advisory and brokerage services.

Christopher Nolan is a financial advisor at Lido with a Series 65 designation and two years of industry experience. He has previously worked at Andersen, LLC and Deloitte & Touche, as well as held roles at Merkle, Inc. and the University of Notre Dame. Outside of his advisory work, Nolan manages a personal family office investment entity, Beverly Capital LLC. Lido serves high-net-worth and ultra-high-net-worth clients, including individuals, family offices, trusts, and charitable organizations. The firm employs an integrated wealth management approach with diversification across multiple asset classes and implements options-based strategies both directly and through pooled vehicles.

Rehan Chaudhry is a financial advisor at Mariner with nine years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at AdvicePeriod, LLC and Mariner Platform Solutions. Outside of his advisory role, he is the founder of Edifi, Inc., a financial education platform, heads business development for Flowt, and serves as Chairman of the Awards Ceremony for the Association for Corporate Growth in Los Angeles. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through customized investment management, financial planning, and coordinated tax services. The firm utilizes discretionary portfolios supported by in-house research and third-party managers, offering a wide range of strategies and integrated tax and accounting services uncommon for an enterprise of its size.

Daniel Romanow is a CFP® professional with 20 years of industry experience. He is currently with Capital Group Private Client Services, Inc., where he has worked since 2021. Prior to that, he was employed at Capital Bank and Trust Company for five years. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm employs a multi-manager approach called the “Capital System,” combining fundamental research and long-term investment horizons to manage portfolios through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Viktoria Falus is a CFP® professional with 15 years of industry experience, currently serving at Lido Advisors, LLC dba Colorado Financial Management since 2023. Prior to that, she spent 18 years at Sargent Bickham Lagudis, LLC. Based in Los Angeles, CA, she holds experience working with a range of client needs in wealth management. 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, utilizing diversification across multiple asset classes and options-based strategies, often managing assets on a discretionary basis and incorporating third-party managers and sub-advisers.

Ikuyo Hiraguchi is a financial advisor at TLG Advisors, Inc. with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC, among other firms. 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, comprehensive financial and estate planning, and ERISA fiduciary services, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

Amber Carter is a financial advisor with SPC in Glendale, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with Parkland Securities, LLC since 2014. Outside of her advisory role, she owns Lana Financial and serves as Board Secretary for the Dana Manor HOA. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors managing approximately $5.66 billion in assets.

Felix Pollmann is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA. He holds a Series 66 designation and has recently transitioned into the financial industry following diverse prior roles including work at Deloitte and educational positions from 2015 to 2021. TLG Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring using fundamental analysis and Modern Portfolio Theory, in addition to offering a digital investment program called Starlight Portfolios.

Wenbo Jiang is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Citigroup in 2026, he worked at Cetera and East West Bank. He has also been affiliated with the University of Southern California and the University of California, Irvine. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and swap dealing, and provides bespoke discretionary solutions for very large relationships.

Meagan D'angelo is a CFP® professional with 15 years of industry experience. She has worked at Lido Advisors, LLC since 2023 and previously spent 20 years at Sargent Bickham Lagudis, LLC. Based in Los Angeles, CA, she is currently with Lido, an enterprise firm employing over 300 advisors. 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 that includes diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.