Mark Flower is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA. He holds Series 63 and Series 65 designations and has 32 years of industry experience, including 19 years at Wells Fargo and more recently five years with Capital Group. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach that emphasizes fundamental research and long-term investing across separately managed accounts, mutual funds, ETFs, and alternative strategies.

Adam Dandis is a CFP® with two years of industry experience, currently serving as an advisor at Lido. His prior roles include positions at Carson Wealth, CWM, LLC, DMK Advisor Group Inc, and Fidelity Investments among others. Lido advises 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 that includes diversification across multiple asset classes and options-based strategies.

Steven Jackson is a financial advisor with D.A. Davidson & Co. in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with D.A. Davidson since 2013. Jackson serves on the financial advisory board of the nonprofit Sisters of Social Service, providing financial advice and analysis. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charities, and corporations. The firm provides services under fiduciary standards, including retirement plan advisory, comprehensive financial planning, and wealth management for high-net-worth clients, and is notable for its municipal advisory activities and affiliated custodial entities.

Todd Troutner is a financial advisor at Integrated Wealth Concepts LLC with 25 years of industry experience. His prior roles include positions at Laurel Wealth Advisors, Morgan Stanley, and Citigroup Global Markets. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, using customized portfolios with a long-term approach alongside shorter-term rebalancing trades.

Jon Morgan is a Senior Wealth Advisor and Managing Director at Lido with 37 years of industry experience. Before joining Lido Advisors in 2024, he worked at Private Wealth Strategies, Lincoln Investment, and Shore Morgan Young Wealth Strategies. Outside of his financial advisory career, he is a partner and owner in several car wash enterprises and manages multiple real estate and investment holding companies. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations. The firm employs an integrated wealth management approach with diversified strategies across equities, fixed income, alternatives, and options-based methods, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers.

Jasmine Smalls is a financial advisor at TIAA-CREF with six years of industry experience. She holds a Series 66 designation and has previously worked at Fidelity Personal and Workplace Advisors, JP Morgan, and Edward Jones, among others. She serves as Treasurer and a board member of OMG Women Outreaching Women, a nonprofit focused on education, mentorship, and community support to promote financial independence. TIAA-CREF's Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement relationships. The firm provides both point-in-time planning and ongoing portfolio management through various managed account programs and acts as adviser to a donor-advised fund.

Michael Jamal is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Citigroup Global Markets since 2007, following three years at Citicorp Investment Services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs with discretionary and non-discretionary options. The firm maintains a large institutional scale with specialized market roles, including research, security pricing, and derivatives services.

Salim Admon is a CFP® with 20 years of experience in financial services. He is currently with TLG Advisors, Inc. and has previously worked at Gideon, The Leaders Group Inc, MML Investors Services, and Mass Mutual Life Insurance Company. 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, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

Nathaniel Kirk is a financial representative at LA Pension Planners and holds a Series 66 credential. He has experience working at Masterworks Agency, Westmont College, Victory Foam Inc, and Spirit Christian Academy. Kirk is involved in pension education through an educational platform called Pension 101. GWN Securities is an SEC-registered investment adviser and broker-dealer managing approximately $3.65 billion across more than 37,000 client accounts. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment programs including traditional asset allocation and legacy market-timing strategies.

James Lugo is a financial advisor with First Citizens Investor Services, Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses with 19 years of industry experience. His prior roles include positions at Nationwide Investment Services Company, IMA Wealth, Inc., and Equitable Distributors, LLC. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, utilizing a client process that emphasizes assessments of financial needs and risk tolerance combined with fundamental, quantitative, and technical analysis. The firm offers a range of portfolio management solutions, including managed accounts, wrap programs, and an automated investing platform.

Raul Acevedo is a financial advisor at Lido with 16 years of industry experience. He holds a Series 66 designation and previously worked at Stifel for seven years 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 provides investment management, financial planning, family office services, and retirement and estate planning, employing an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Aaron Love is a CFP® professional based in Los Angeles, CA, with three years of industry experience. He has worked at Lido Advisors since 2025 and previously held roles at Copperwynd Financial and Fidelity Investments. Outside of finance, he has experience in the food service industry and worked with a nonprofit organization affiliated with the Church of Jesus Christ of Latter Day Saints. 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 integrated wealth management with a focus on diversification and options-based strategies, managing assets both directly and through third-party managers and sub-advisers.

Dean Catalano is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Capital Bank & Trust Company, Wells Fargo Private Bank, and AllianceBernstein L.P. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach that combines separately managed accounts, mutual funds, ETFs, and access to private equity and alternative strategies.

Ishkhan Boghossian is a financial advisor with Eagle Strategies (NY Life) based in Pasadena, CA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His work history includes roles at NYLIFE Securities LLC and New York Life Insurance Company since 2012 and 2013 respectively, as well as operating his own business, Boghossian Financial Inc., since 2022. Outside of his advisory work, he serves as a caretaker for his parents. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working closely with both retail and institutional sponsors.

Dennis Liu is a financial advisor with Eagle Strategies (NY Life) in Glendale, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Eagle Strategies, he was associated with NYLIFE Securities LLC, New York Life Insurance Co, Transglobal Holding Company, and he served at Vineyard of Hope Church for over two decades. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through various program types and manages a majority of its assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Stephanie Withers is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. Prior to joining Hightower, she held roles at Bel Air Management Company LLC, Bel Air Securities LLC, and Bel Air Investment Advisor LLC. She serves on the investment committee of Katherine Delmar Burke School, overseeing the school's endowment. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles.

Robert Barnes is a CFP®, CFA®, and holds a Series 66 license with 16 years of industry experience. He is currently with Lido Advisors, LLC and has previously worked at Mariner Wealth Advisors, PFG Advisors, Securities America Advisors, and Klevens Capital Management. Outside of his advisory work, he owns and manages several investment real estate properties in Renton, WA. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers integrated wealth management with diversified strategies across equities, fixed income, structured notes, real estate debt, and alternatives, implementing options-based approaches and managing assets primarily on a discretionary basis.

John Uriostegui Jr. is a financial advisor at Rockefeller Financial LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at notable firms including Merrill, JPMorgan Chase, Deutsche Bank Securities, and Citigroup Global Markets. Outside of his advisory role, he serves on the board of a nonprofit organization focused on volleyball clinics and holds leadership positions with two investment-related companies specializing in lending and real estate consulting. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm employs a Private Advisor model and offers a consolidated investment platform that provides discretionary and non-discretionary portfolio management, financial planning, and placement services, including alternative investment vehicles and personalized managed accounts.

Philip Houchin is a financial advisor at Lido with a Series 65 credential and five years of industry experience. He previously worked at Jackson Hole Capital Partners, Mid-Con Energy Partners LP, and Patriot Bank. Outside of his advisory role, he is the managing member of Triple Down LLC, a legacy investment entity focused on oil and gas interests and real estate. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm uses 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 when appropriate.

Justin Morales is a CFP® professional with three years of industry experience, currently with Capital Group Private Client Services, Inc. in Los Angeles. Prior to joining Capital Group, he held positions at Union Bank and US Bank. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach and fundamental research to construct client portfolios across various investment vehicles.