Robert Marriott is a financial advisor with GWN Securities Inc. based in Los Angeles, CA. He holds a Series 66 designation and has been with GWN Securities since 2025. Prior to his current role, he worked in various positions including roles at Element Cryotherapy and Wellness Inc, The Training Room Utah, Brigham Young University, and Coral Gables Senior High. Outside of his advisory work, he is involved with Pension101, an educational platform focused on pension planning. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through a network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including legacy market-timing and momentum-based approaches.

Kody Brown is a CFP® professional with seven years of industry experience, currently serving at Sterling Financial Group, Inc. in Pasadena, CA. His work history includes roles at The Sterling Group and LPL Financial, and he has experience outside finance with Servpro of South Pasadena & San Marino and the University of La Verne. Sterling Financial Group serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses by providing written financial planning, ongoing consulting, retirement plan consulting, and fee-based investment management. The firm emphasizes customized asset allocation aligned with clients’ risk tolerances and goals, using diversified portfolios and regular monitoring.

Jennifer Betbadal is a financial advisor at Lido with one year of industry experience. She holds a Series 65 designation and previously worked at J Belmont Industries LLC and J Belmont Showroom. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, providing investment management, financial planning, and family office services. The firm utilizes an integrated wealth-management approach with a range of investment strategies and manages approximately $42.5 billion in regulatory assets.

Dhiren Reddy is a financial advisor at GWN Securities Inc. in Pasadena, CA, holding a Series 66 designation. He has less than one year of industry experience, with prior work including roles at Babson College and The International School of Bangalore. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning services. The firm employs a combination of affiliated and unaffiliated sub-advisers and utilizes market-timing and momentum-based strategies in some of its legacy programs.

Paul Ryan is a financial advisor with Lido, holding a Series 66 license and 12 years of industry experience. He has worked at Lido Advisors, LLC since 2015 and previously at Investment Security Corporation from 2015 to 2021. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and pension plans. The firm employs an integrated wealth-management approach that balances multiple asset classes and uses tactical option strategies, while also serving as sub-adviser to investment funds such as the VanEck U.S. Equity Buffer ETF.

Carl Ludwigson is a CFA® charterholder with four years of industry experience, currently advising clients at Hightower Advisors in Los Angeles. He has been with Hightower since 2021, following a nine-year tenure at Bel Air. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that includes both affiliated and third-party managers, with access to various investment vehicles and proprietary research.

William Gallon is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at The Leaders Group Inc and Gideon Strategic Partners, as well as involvement with educational organizations such as Williams College and Pine Cobble School. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and it offers both managed accounts and a direct-to-consumer digital program called Starlight Portfolios.

Adrian Engel is a CFA® charterholder and holds a Series 63 license with 11 years of industry experience. He has worked at City National Rochdale since 2015. Outside of his advisory role, Adrian serves on the advisory board of Iluria, a company developing software to monitor ADHD-related patterns using commercial smart wearables, and participates on the committee for the JVS Socal Scholarship Program, which supports job seekers through candidate selection. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors, employing an active, multi-strategy investment process that integrates quantitative and fundamental analysis. The firm offers portfolio management and sub-advisory services and sponsors multiple mutual and interval funds, managing approximately $73 billion in assets across 125 advisors.

Sophia Stoehr is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at Arixa Capital, Bellwether Asset Management, and Lincoln Property Company, as well as time spent at the University of Southern California. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients. The firm’s investment approach integrates centralized macro and manager research with access to alternative investments through an extensive private-investment platform.

Vincent Maldonado is a financial advisor at GWN Securities Inc. with one year of industry experience. He holds the Series 66 designation and has prior work experience at firms including Robinhood and California State University. Maldonado is also a registered representative with LA Pension Planners and engages in life and health insurance sales. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers through a variety of managed-account programs and model portfolios.

Eric Li is a financial advisor at HSBC Securities (USA) Inc. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at HSBC Bank USA, N.A. and JP Morgan Chase Bank during his career. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm employs a multi-profile investment process combining strategic and tactical asset allocation with ongoing fund due diligence and monitoring, serving a broad client base through both non-discretionary and discretionary portfolios.

Jack Kirby is a Series 65-licensed financial advisor with six years at Lido Advisors, LLC and a total of five years in the industry. His prior roles include positions at Wells Fargo Advisors and California Lutheran University. Lido serves a diverse client base, including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional clients, offering investment management, financial planning, family office services, and affiliated trust, tax, insurance, and brokerage services. The firm employs an integrated wealth-management approach with tactical strategies and maintains significant roles as sub-adviser to investment funds, supported by a broad network of affiliated entities.

Jianmin Li is a registered representative with HSBC Securities (USA) Inc. and a bank officer with HSBC Bank (USA) N.A. He holds Series 66 and Series 63 licenses and has 15 years of industry experience. He has been with HSBC Securities since 2010 and HSBC Bank USA since 2013. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers a range of program types from client-directed to fully discretionary portfolios, employing a structured investment process with model risk profiles and utilizing affiliated asset management and fund selection teams.

Ashley Ethridge is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked in various roles since 2014, including at New York Life and Capital Edge Insurance & Financial Services, and is currently involved in brokering non-registered insurance products through her ownership of Frontline Finance & Insurance Services LLC. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services primarily on a non-discretionary basis. The firm provides tailored advisory solutions and operates within an integrated New York Life affiliate structure.

Lauren Garner is a financial advisor at IEQ Capital, LLC in Los Angeles, holding Series 65 and Series 63 registrations with one year of industry experience. Her prior roles include positions at Mozaic LLC and Pritzker Group (Sheridan Place), as well as Perella Weinberg Partners. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and nonprofit organizations. The firm emphasizes a research-driven investment process and offers a range of services including discretionary SMA management, family-office support, OCIO engagements, and digital asset exposure through Fidelity Digital Asset Services.

Joyce Lee is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Capital Group Private Client Services, Inc. She previously worked at First Foundation Advisors for nine years and RBC Securities, Inc. for two years. 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 portfolio segmentation across various investment vehicles.

Aaron Jackson is a CFP® with 11 years of industry experience, currently affiliated with Sanctuary Advisors, LLC. His prior roles include positions at PFS Investments Inc., Primeric Financial Services, and the U.S. Department of State. He also serves as a general board member for Congo & Beyond. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of over 400 independent advisers. The firm offers portfolio management, retirement plan consulting, and financial planning, utilizing a range of investment approaches and third-party platforms.

Natalie Stover is a financial advisor at Lido with a Series 65 designation and one year of industry experience. She previously worked at Focus Partners Wealth, LLC, Monster Energy, Dutch Bros, and Letzroll Offroad. Lido serves a diverse client base, including high-net-worth individuals, family offices, charitable organizations, and pension plans, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that balances various asset classes and utilizes tactical and defined-risk option strategies, while also maintaining an active role as sub-adviser to investment funds.

William McMorran is a financial advisor with NewEdge Advisors and holds a Series 63 designation. He has 36 years of industry experience, including roles at NewEdge Securities and Mid Atlantic Financial Management. Outside of his advisory work, he is president and CEO of a consulting business serving not-for-profit organizations and is involved in charitable gift administration. He also serves as treasurer on the Hollywood Homeowners Association Board of Directors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Todd Krieg is a CFA® charterholder with 21 years of experience in the financial industry. He has worked at Lido Advisors, LLC since 2024, following nine years at Pegasus Partners Ltd. and eight years at Reinhart Partners, LLC. Prior to that, he was employed at U.S. Bancorp Asset Management, Inc. for one year. Lido advises a diverse client base including high-net-worth individuals, family offices, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management model with a focus on asset allocation and tactical option strategies, and maintains an active role in sub-advisory and investment company services.