Thomas Mirth is a CFP®-certified financial advisor with three years of industry experience, currently with Lido in Los Angeles, CA. His prior experience includes roles at Kestra Investment Services, Paces Ferry Wealth Advisors, and Fisher Investments. He serves as a director on the board of Alpha Lambda of Theta Xi House Corp and is a member of the Junior Committee at The Shepherd Center. Lido provides investment management, financial planning, and family office services to a diverse client base, including high-net-worth individuals, family offices, trusts, and institutional clients. The firm employs an integrated wealth-management approach featuring tactical and defined-risk option strategies and serves as sub-adviser to the VanEck U.S. Equity Buffer ETF, combining broad advisory services with affiliated trust, tax, insurance, and brokerage capabilities.

Yuxuan Wang is a financial advisor at Eagle Strategies (NY Life) based in Pasadena, CA, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Eagle Strategies, Wang has worked with NYLIFE Securities LLC and New York Life Insurance Co. Outside of advisory work, Wang is also appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Warren Williamson II is a financial advisor at Cerity Partners LLC in Los Angeles, CA, holding Series 63 and Series 65 designations with three years of industry experience. Prior to joining Cerity Partners in 2025, he worked at Bank of America Corp. from 2021 to 2025 and Capital Group Companies, Inc. from 2016 to 2018. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm utilizes a client-specific investment framework that combines quantitative screening, manager selection, and direct security selection, and offers access to alternative and private market solutions through affiliated platforms.

Grant Rasmussen is a financial advisor at TIAA-CREF with Series 63 and Series 65 credentials and one year of industry experience. He previously worked at Transamerica Financial Advisors and WFGIA, and has held roles at Vuori and Pepperdine University. Rasmussen has also been involved with Faith Baptist Church and Schools and has engaged in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

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® professional with two years of industry experience, currently serving as a financial advisor at Lido Advisors, LLC. His prior roles include positions at Carson Wealth, CWM, LLC, and Fidelity Investments, among others. Lido provides a range of wealth management services to a diverse client base, including high-net-worth individuals, family offices, and institutional investors. The firm’s investment approach integrates asset allocation across various asset classes with tactical and defined-risk option strategies, and it maintains an active role in sub-advisory and investment-company activities.

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. He has held positions at several firms, including Private Wealth Strategies, Lincoln Investment, Shore Morgan Young Wealth Strategies, and Osaic FA, Inc. Outside of his advisory work, he is a partner and owner of car wash businesses, as well as involved in real estate development and management through multiple entities. Lido serves a diverse client base, including high-net-worth individuals, family offices, trusts, charitable organizations, and corporate and pension plans. The firm employs an integrated wealth-management approach that includes tactical and defined-risk option strategies, and it is notable for its active sub-advisory roles and extensive affiliated capabilities in trust, tax, insurance, and brokerage services.

Jasmine Smalls is a financial advisor at TIAA-CREF with six years of industry experience. She holds the Series 66 designation and has previously worked at Fidelity Personal and Workplace Advisors, JP Morgan Securities, and Edward Jones. Outside of her advisory work, she serves as Treasurer and Board Member for OMG Women Outreaching Women, an organization focused on education, mentorship, and community support to promote financial independence. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing portfolio management, using both model and customized portfolios.

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 in 2022. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and institutional investors. The firm employs an integrated wealth-management approach that combines various asset classes and tactical option strategies, and is notable for its active sub-advisory roles and extensive affiliated capabilities.

Aaron Love is a CFP® with three years of industry experience, currently serving as a financial advisor at Lido. Prior to joining Lido, he held roles at Copperwynd Financial and Fidelity Investments. Outside of finance, his background includes work at Bam Bam's Barbecue and Pharmatech Labs. Lido provides investment management, financial planning, and family office services to a diverse client base including high-net-worth individuals, family offices, trusts, and institutions. The firm manages approximately $42.5 billion in assets and employs an integrated wealth-management approach with active sub-advisory and investment-company roles.

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, holding Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at Transglobal Holding Company and a long tenure at Vineyard of Hope Church. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring advice to client objectives, managing the majority of its assets on a non-discretionary basis.

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 Series 66-registered advisor with 16 years of industry experience. He currently works at Lido Advisors, LLC and previously held roles at Mariner Wealth Advisors, PFG Advisors, and Klevens Capital Management among others. Outside of his advisory work, he has been involved as an owner managing several rental properties in Renton, WA since 2014. Lido advises a broad range of clients including high-net-worth individuals, family offices, trusts, and institutional entities, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach, using diverse asset allocations and tactical option strategies, and is notable for its active sub-advisory roles and extensive affiliated capabilities.