John Uriostegui Jr. is a financial advisor with Rockefeller Financial LLC in Los Angeles, holding Series 63 and Series 65 licenses and over 36 years of industry experience. His career includes roles at Rockefeller Capital Management, Bank of America, Merrill, J.P. Morgan Securities, Deutsche Bank Securities, and Citigroup Global Markets. Outside of advisory work, he serves as a board member for a nonprofit organization focused on volleyball clinics and holds leadership roles in lending and real estate consulting companies. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and brokerage services. The firm employs a Private Advisor model and consolidated investment platform providing a variety of discretionary and non-discretionary solutions across equities, fixed income, and alternatives.

Philip Houchin is a financial advisor at Lido with five years of industry experience. He holds a Series 65 designation and previously worked at Jackson Hole Capital Partners, Mid-Con Energy Partners LP, and Patriot Bank. He is also the managing member of Triple Down LLC, a legacy investment entity focused on oil and gas working interests and real estate. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and institutional clients, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management model that utilizes tactical and defined-risk option strategies and manages approximately $42.5 billion in regulatory assets.

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.

Mason Turner is a financial advisor at Citigroup Global Markets with 7 years of industry experience. He previously worked at Wells Fargo Bank NA for 12 years before joining Citigroup in 2025. Outside of his advisory role, he owns and provides funding for a real estate renovation venture through MX Property LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives trading.

Benedetto Falcone is a CFA® charterholder with 24 years of industry experience. He is currently with Kayne Anderson Rudnick Investment Management, LLC and has held previous roles at VP Distributors LLC and Vontobel Asset Management. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base including institutions, charitable organizations, corporations, family offices, registered investment advisers, pension plans, and individuals. The firm emphasizes fundamental, quality-oriented equity research and manages approximately $67.9 billion in assets, offering a range of strategies across multiple market capitalizations and sectors.

Brian Reisner is a financial advisor at Lido with a Series 65 designation and two years of industry experience. Before joining Lido Advisors, LLC in 2023, he spent 12 years at Virtual PICU Systems, LLC. He currently serves on the Board of Directors at Virtual PICU Systems, a network supporting Pediatric Intensive Care Units across North America. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and pension plans. The firm offers integrated wealth management with a focus on tactical and defined-risk option strategies, managing approximately $42.5 billion in assets and providing services through affiliated entities in trust, tax, insurance, and brokerage.

Timothy Johnson Jr. is a CFP®-certified financial advisor at Lido with three years of industry experience. Prior to joining Lido, he worked at Capco and has held roles in various sectors including food service and delivery. Outside of advising, he continues to work part-time as a delivery driver for Uber. Lido serves a diverse client base ranging from high-net-worth individuals to charitable organizations and pension plans, offering integrated wealth management through investment management, financial planning, and family office services. The firm manages approximately $42.5 billion in assets and is notable for its active sub-advisory roles and a comprehensive suite of affiliated services.

Eduardo Herrera is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2012. The firm serves individual and institutional clients across various wealth segments and offers a wide range of investment advisory programs, execution, and custody services. Citigroup Global Markets is notable for its multi-asset, multi-manager strategies, in-house research, and unique market roles including swap dealer and futures commission merchant activities.

Bridget Costello is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 13 years of industry experience. She holds the Series 65 and Series 63 designations and has worked at firms including VP Distributors LLC, TD Ameritrade, RWA Wealth Partners, and Adviser Investments. Based in Los Angeles, CA, she has been with Kayne Anderson Rudnick since 2015. Kayne Anderson Rudnick manages discretionary and sub-advisory investment services for institutional and individual clients such as pension plans, insurers, banks, family offices, endowments, registered investment advisers, and high-net-worth individuals. The firm employs a fundamental research-driven investment approach focused on high-quality businesses and offers a diverse range of active equity and fixed-income strategies alongside modular wealth advisory and concentrated portfolio solutions.

Daniel Elijah Valverde is a Series 65 licensed financial advisor at Lido with one year of industry experience. Prior to joining Lido Advisors, LLC, he was employed at Fisher Investments. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and institutional investors. The firm employs an integrated wealth-management approach that balances asset allocation across multiple asset classes and uses tactical and defined-risk option strategies, operating both discretionary and non-discretionary accounts and acting as a sub-adviser to various investment funds.

Scott Sandler is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 65 license and 12 years of industry experience. He has worked primarily within Capital Group-affiliated firms since 2014, including Capital Bank and Trust Company and Capital Guardian Trust Company. Based in Los Angeles, CA, Sandler has been with Capital Group Private Client Services since 2021. Capital Group Private Client Services provides discretionary investment management mainly to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach known as the Capital System. The firm implements portfolios through separately managed accounts, mutual funds, ETFs, and offers access to private-equity and alternative strategy funds.

Christopher Wahl is a CFP®-certified financial advisor with 11 years of industry experience, currently practicing at Mariner in Los Angeles. His prior work includes roles at NewEdge Advisors, LLC, Northwestern Mutual Wealth Management Company, Manhattan West, and UBS Private Wealth. Wahl conducts advisory services through NewEdge Advisors, LLC as part of Wealth Conscious Management. Mariner serves a broad range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering comprehensive investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, alongside tax, accounting, and family office services, distinguishing itself within large advisory enterprises.

Mario Reina is a financial advisor with GWN Securities Inc. in Pasadena, CA, holding Series 66 and Series 63 licenses and bringing 21 years of industry experience. His prior roles include positions at Infinity Financial Services Advisory, Ernst & Young Investment Advisers LLP, and U.S. Bancorp Advisors, LLC. Outside of his advisory work, he owns and operates a tax preparation business. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs, financial planning, and third-party manager introductions. The firm utilizes both affiliated and unaffiliated sub-advisers and employs market-timing and momentum-based strategies in certain legacy programs.

William Fitzhugh is a financial advisor at D.A. Davidson & Co. with 28 years of industry experience. He has been with D.A. Davidson since 2013 and holds Series 63, 65, and 66 licenses. Outside of his advisory role, he is involved in a land ownership business that rents land for farming. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients.

Reid Budrovich is a financial advisor at Hightower Advisors in Los Angeles, CA, holding a Series 65 designation with two years of industry experience. He has been with Hightower Advisors since 2019 following five years as a student. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research to offer diversified portfolio management and financial planning services.

Peter Morimoto is a financial advisor at Lido with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Republic Securities Company, First Republic Investment Management, and Wells Fargo in various capacities. Morimoto serves on the advisory board of Namara Water Technologies, a company specializing in smart home water leak detection and pressure control. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and institutional investors. The firm employs an integrated wealth-management approach with a focus on tactical and defined-risk option strategies, and operates through multiple affiliated entities providing comprehensive financial and administrative services.

Elliot Wicks is a financial advisor at Lido with a Series 65 credential and one year of industry experience. Prior to joining Lido, he held roles in diverse sectors including automotive, pest control, construction, and hospitality. Lido serves a wide range of clients, including high-net-worth individuals, family offices, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that balances various asset classes and incorporates tactical, options-based strategies.

Henry Herrill is a financial advisor at Lido with nine years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Lido serves a wide range of clients, including high-net-worth individuals, family offices, trusts, charitable organizations, and corporate and pension plans. The firm offers investment management, financial planning, family office services, and access to affiliated trust, tax, insurance, and brokerage services, managing approximately $42.5 billion in assets.

Dalton Downer is a financial advisor at Lido with two years of industry experience. He holds a Series 65 designation and previously worked at CS Tomasi Wealth Management. Lido serves a diverse client base including high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and institutional clients. The firm employs an integrated wealth-management approach that includes asset allocation across multiple asset classes and tactical option strategies, while also providing a range of affiliated trust, tax, insurance, and brokerage services.

Jennifer Solis is a CFP® with 13 years of industry experience and has been with Creative Planning since 2015. She is also president of Jen Solis LLC, a personal beauty care business based in Burbank, CA. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning-led investment process with a range of strategies and offers affiliated legal, trust, and retirement plan services alongside its advisory business.