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.

Ioan Grigor is a financial advisor with Bankers Life Advisory Services, Inc. in Sherman Oaks, CA. He holds Series 65 and Series 63 licenses and has 14 years of industry experience. His career includes roles at Bankers Life Securities, Inc. since 2016 and Bankers Life and Casualty Company since 2008. Outside of advising, he owns a marketing and management firm, Grigor&Co. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to client goals and risk tolerances.

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.

William Carey is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA. He holds Series 63 and Series 66 credentials and has 19 years of industry experience. Prior to joining Capital Group Private Client Services in 2021, he worked at Capital Bank and Trust Company from 2016 to 2021. 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 based on rigorous fundamental research and a long-term investment horizon, using separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

I joined Real Life Planning to mentor a new generation of real estate investors. We help real estate investors take practical steps to build financial freedom, create multiple sources of income, and make working for someone else optional. At Real Life Planning, we speak both real estate and financial planning. Whether you're adding to your properties, contemplating a 1031 exchange, listing your place on Airbnb, getting started as a landlord, or looking to buy a home overseas, we'll help you create a realistic plan for your financial life goals. As you build your investment property portfolio, we will help you plan to optimize taxes and diversify risks, manage total cash flow, and prepare for new opportunities. Our clients are - Rental property investors looking for a comprehensive financial plan - Professionals considering a real estate side hustle to create an additional source of income - People with inherited rental property - Homeowners maximizing opportunities for income - Americans looking to buy property overseas - Expats buying homes in the U.S. We're a Fee-Only fiduciary firm, so we work for you, not for Wall Street. That's why our fees are inclusive and transparent. My husband, Brian, and I live in Orlando, FL with our two young boys. I grew up watching my parents balance a W2 job, with steady income, a commission role, and managing a portfolio of real estate that included single family homes, multi-unit properties and an apartment complex. From that, I absorbed a mindset that there was more than one way to provide for yourself. That you could manage yourself and your time and that the idea of having multiple streams of income is a feasible strategy. A year after graduating from college, I purchased my first home, lived in one room and rented out another one of the rooms. From there the journey to create multiple sources of income began. Now, as the parents of 2 young boys, my husband, Brian, and I are trying to demonstrate the same entrepreneurial spirit to our boys as we manage our rental property and our peer-to-peer car sharing business. We are enjoying the journey and our experiences flow over into my work with clients as their financial coach and business coach. I have worked 17 years in the financial services industry. Real Life Planning works with clients virtually from anywhere. Interested in the real (estate) life? Book a discovery call today.

Conrad Hindert is a CFP® with 21 years of industry experience, currently serving at Lido Advisors, LLC since 2025. His prior experience includes roles at Fidelity Investments, Fidelity Personal and Workplace Advisors, and FIDELITY Brokerage Services LLC, where he worked for over two decades. 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 using an integrated wealth management approach that includes diversification across various asset classes and options-based strategies.

Jon Beauchemin is a financial advisor at Mariner with 28 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Commonwealth Financial Network and Msec, LLC. Beauchemin is also involved in fixed insurance sales at his branch location. Mariner serves a diverse client base that includes individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, utilizing a combination of in-house research and third-party managers to implement customized, discretionary portfolios.

Luke Crofts is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Hightower Advisors and previously spent ten years at Lindbrook Capital, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, combining proprietary research with a range of investment options such as mutual funds, ETFs, alternative investments, and custom indexing.

Katherine Wohlt is a financial advisor at Lido with 15 years of industry experience. She holds a Series 65 credential and previously worked for nine years at Pegasus Partners Ltd. 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 by providing investment management, financial planning, family office services, and retirement and estate planning. 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 using third-party managers when appropriate.

Luka Waage is a Series 65-licensed financial advisor at Lido with one year of industry experience. Prior to joining Lido Advisors, LLC, he was employed by the University of California, Santa Barbara, and worked for the Del Mar Lifeguard Department. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and charitable organizations by providing investment management, financial planning, family office services, and retirement and estate planning. The firm employs a diversified, integrated approach across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and working with third-party managers and sub-advisers when appropriate.

Brian Blackwell is a financial advisor at Lido with 18 years of industry experience. He holds CFP® and ChFC® designations, as well as the Series 66 license. His prior roles include positions at Spotlight Asset Group, Delta Community Credit Union, and LPL Financial. 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 emphasizing 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.

Timothy Walsh is a financial advisor at Lido with six years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Fountainhead Advisors, MML Investors, and MassMutual Life Insurance. Outside of advisory roles, he maintains a broker agent position with MassMutual Life Insurance, focusing on life, disability, and long-term care insurance. 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 diversified investments and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Jason Betley is a financial advisor at Oppenheimer with 18 years of industry experience. He has held Series 63 and Series 65 licenses and previously worked at Morgan Stanley before joining Oppenheimer in 2017. Based in Los Angeles, he has been with his current firm for nine years. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment and consulting services with both discretionary and non-discretionary account management, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Aiyana Baker Shedd is a Series 66 licensed financial advisor with four years of industry experience. She is currently with Citigroup Global Markets, where she has worked since 2022. Prior to that, she held positions at First Foundation Bank and Community First Federal Credit Union. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with oversight committees and integrates both discretionary and non-discretionary approaches, including exposure to alternative investments and digital assets.

Jacob Loosle is a CFP® and holds a Series 65 license, with 11 years of experience in the financial industry. He has worked at Lido Advisors, LLC since 2022 and previously spent seven years at United Capital Financial Advisers, LLC. Based in Los Angeles, CA, Loosle currently serves clients through Lido. 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 with diversification across multiple asset classes and implements options-based strategies both directly and through pooled vehicles.

B. Lourd is a financial advisor at Hightower Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hightower Advisors since 2019, alongside running Lourd Capital Management since 2006. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a manager selection approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services through its network of advisor practices.

Adrianne Erickson is a financial advisor at Lido with a Series 65 credential and three years of industry experience. She has worked at Lido Advisors, LLC since 2022 and previously spent twelve years at RWJ Barnabas Health. Lido serves high-net-worth and ultra-high-net-worth clients, including individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm provides investment management, financial planning, family office services, and estate and retirement planning, employing an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Tanner Watson is a financial advisor with Focus Partners Wealth, LLC and holds a Series 65 credential. He has one year of industry experience and has previously worked at The Colony Group, SCS Capital Management, Royal Alliance Associates, Signature Estate & Investment Advisors, NWF Advisory, UCSB, and Bas Rutten's Elite MMA Gym. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Dennis Mai is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has been with Citigroup since 2008. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies using internal standards and oversight committees to select and monitor managers, and it provides bespoke discretionary solutions for very large relationships.

Dina Nam is a financial advisor at Mariner in Los Angeles, CA, holding a Series 65 designation. She has seven years of industry experience, having previously worked at AdvicePeriod and Withers Bergman before joining Mariner. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by both internal and third-party managers and provides integrated tax, accounting, and financial wellness solutions.