Katerina Soto is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and seven years of industry experience. She has worked at firms including Advised Assets Group, GWFS Equities, Bank of America, Merrill, and J.P. Morgan. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail IRA and brokerage clients. The firm’s approach integrates its advisory services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Jason Ozur is a financial advisor at Lido with 16 years of industry experience. He holds a Series 65 credential and has been with Lido since 2015. Ozur serves as a board member of Palladius Capital Management and participates in several governing boards of Lido-affiliated entities without compensation. Lido serves a diverse range of clients including high-net-worth individuals, family offices, trusts, estates, and institutional investors, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that includes tactical option strategies and offers a broad array of affiliated capabilities such as trust, tax, insurance, and brokerage services.

Thomas Bartling is a CFP® with three years of industry experience, currently serving as a financial advisor at Lido. He previously worked at Aspiriant, Platt Wealth Management, San Diego County Credit Union, and Union Bank. Bartling serves on the Board of Directors for the Financial Planning Association of Central Florida and is employed part-time in a food and beverage role at Eden Abbey Brewing Community. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and pension plans. The firm manages approximately $42.5 billion in assets, offering integrated wealth management with a range of investment strategies and affiliated services such as trust, tax, and insurance.

Julie Lee is a financial advisor with Eagle Strategies (NY Life) based in Calabasas, CA, holding a Series 63 designation and 35 years of industry experience. She has been with Eagle Strategies since 1994 and Nylife Securities Inc. since 1993, and has a total of 50 years in the financial services industry including time at Bankers Life Nebraska. Her other business activities include brokering non-registered investment-related insurance products through outside insurance carriers. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the vast majority of assets on a non-discretionary basis while maintaining fiduciary responsibilities to retirement investors.

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.

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.

James Eddy is a financial advisor with TLG Advisors, Inc. He holds a Series 66 designation and has 20 years of industry experience. Prior to joining TLG Advisors in 2017, he worked at Lincoln Investment and has been involved with Pacific Southwest Financial/Capitas Financial since 2005. Outside of his advisory role, he serves as a director at Pacific Southwest Financial, where he is involved in consulting, teaching, and managing insurance brokerage services. 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 combines fundamental analysis and Modern Portfolio Theory in its investment approach and offers a direct-to-consumer program called Starlight Portfolios alongside traditional advisory services.

Emile Abinader is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2007. Abinader owns several rental properties in the greater Los Angeles area, managing these investments outside of his securities trading hours. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and blends large institutional scale with unique market roles, including swap dealing and futures commission activities.

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.

William Fuentes is a financial advisor at Centaurus Financial, Inc. with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Centaurus Financial since 2019 and previously at Questar Capital from 2016 to 2018. Outside of his advisory role, he is involved in assisting clients with term life insurance products and fixed annuities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of services such as financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized management of annuity and variable life sub-accounts.

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.

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.

Gerardo Camacho is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at World Financial Group, WealthWave, and Revolution Financial Management. Outside of advisory work, he operates an independent tax preparation service and is involved in real estate activities. Transamerica Financial Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment programs.

Lauren Garner is a financial advisor at IEQ Capital, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining IEQ Capital, she worked at Mozaic LLC, Pritzker Group (Sheridan Place), and Perella Weinberg Partners. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutions, utilizing a macroeconomic research-driven investment process and a combination of liquid strategies, third-party managers, and private alternatives. The firm offers a range of ancillary family-office services and focuses on clients with net worth typically above $10 million.

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.

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.

Michael Lee is a Series 65-licensed financial advisor with Hightower Advisors, based in Beverly Hills, CA. He has 14 years of industry experience, including roles at HighTower Advisors since 2019 and Lourd Capital Management since 2009. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions through affiliated and third-party managers, employing proprietary research and diverse portfolio construction strategies.

Mia Terzic is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Her work history includes roles at Citi Bank and OneSignal, and she completed her education at the University of California, Berkeley. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale alongside specialized market roles such as swap dealing and futures commission merchant activities.