Alex Angulo is a financial advisor with Lido in Los Angeles, CA, holding a Series 65 designation and one year of industry experience. He previously worked at Beacon Pointe Advisors and has experience in academic settings, including the University of San Diego and Olympian High School. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities, offering investment management, financial planning, family office services, and retirement and estate planning. The firm employs an integrated wealth management approach with diversification across various asset classes and options-based strategies, often managing assets on a discretionary basis and working with third-party managers.

Rachel Baroma is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Valic Financial Advisors since 2009 and is currently affiliated with Agia. Outside of advising, she is a licensed independent insurance agent with Midland Life & Annuity but does not solicit new business in that role. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts implemented through Envestnet’s platform and third-party model managers.

Marques Dickson is a CFP® professional with 12 years of industry experience, currently affiliated with Fifth Third Securities, Inc. He has held positions at several firms, including Ameriprise Financial Services, City National Securities, and Wells Fargo Advisors. Fifth Third Securities serves a diverse client base that includes individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers various managed account programs and portfolio management options tailored to clients' risk profiles.

Aleksandra Tukan is a Series 66-licensed financial advisor with three years of industry experience. She currently practices at Mariner and previously worked at NewEdge Advisors, LLC, Jefferies LLC, and InnoVise Family Wealth Advisors. Outside of her primary role, she provides advisory services through NewEdge Advisors under the name Wealth Conscious Management. 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 portfolio strategies supported by in-house research and third-party managers, and it provides specialized services such as ERISA 3(38) retirement plan solutions and integrated tax and accounting capabilities uncommon in large advisory enterprises.

Salvador Flores Chatfield is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has previously worked at Horace Mann Investors, Inc. and Horace Mann Companies. Outside of his advisory role, he serves as President of the Covina Valley Optimist Club and as a Commissioner on the Finance Advisory Commission for the City of Covina. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a variety of managed portfolio programs, utilizing both strategic and tactical investment approaches overseen by its Investment Management & Research team.

Ralph Heckert is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Capital Group Private Client Services since 2021, following five years at Capital Bank and Trust Company. Outside of his advisory work, he is a financial investor with a 50% ownership stake in a safety shoe business. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager "Capital System" and a long-term investment approach focused on fundamental research. The firm offers access to separately managed accounts, affiliated funds, and alternative strategy funds, serving a range of clients including corporate and pension plans.

Henry Chaussée is a financial advisor at Lido with a Series 65 license and one year of industry experience. His prior roles include positions at Stuart Chaussée & Associates, Inc. and time at the University of Georgia. Lido advises high-net-worth and ultra-high-net-worth clients, including individuals, family offices, and charitable organizations. The firm employs an integrated wealth management approach emphasizing diversification across various asset classes and utilizes options-based strategies, managing assets primarily on a discretionary basis while collaborating with third-party managers and sub-advisers.

Feng Shen is a financial advisor at Oppenheimer with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wedbush Securities, UBS Financial Services, and Merrill. He is involved in managing the investments of his family trust. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Jack Suzar is a financial advisor at Hightower Advisors with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Bel Air Investment Advisors LLC and its affiliated entities from 1999 to 2021. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions, manager selection, and access to proprietary research and customized portfolio construction.

Thalia Montiel is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and 36 years of industry experience. She has been with Irm Distributors, Inc. since 1999. Outside of her advisory role, Montiel is involved in the sale of indexed life insurance products as an independent agent. PlanMember provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation process and manages risk-based mutual fund portfolios, offering educational and support services including seminars and personalized planning.

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.

Nassif Dow is a financial advisor with Citigroup Global Markets in Los Angeles, CA. He holds a Series 66 designation and has 16 years of industry experience. His prior work includes roles at Bank of America, Merrill, Wells Fargo Clearing Services, and U.S. Bancorp Advisors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm uses multi-asset, multi-manager strategies and has a distinctive combination of large institutional scale and specialized market roles.

Jason Ozur is a financial advisor at Lido with 16 years of industry experience. He holds a Series 65 designation and has been with Lido Advisors, LLC and Lido Advisors Holdings, LLC since 2015. He serves as a board member of Palladius Capital Management and participates in the governance of multiple Lido-affiliated entities without compensation. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm provides investment management, financial planning, family office services, and retirement and estate planning, employing an integrated wealth management approach that includes diversification across various asset classes and options-based strategies.

Chong Shim is a financial advisor at TLG Advisors, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at firms including The Leaders Group Inc, Ameritas Advisory Services, and Prudential Insurance Company of America. Outside of his advisory work, he has been involved in senior health insurance consulting through a separate business. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors. The firm emphasizes manager selection and ongoing portfolio monitoring using fundamental analysis and Modern Portfolio Theory, offering both sub-advised accounts and a direct-to-consumer digital program called Starlight Portfolios.

Thomas Bartling is a CFP® professional with two years of industry experience, currently serving as an advisor at Lido. His prior roles include positions at Aspiriant, Platt Wealth Management, San Diego County Credit Union, and Union Bank. He serves on the Board of Directors for the Financial Planning Association of Central Florida and works part-time in food and beverage service at Eden Abbey Brewing Community. Lido advises high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, providing investment management, financial planning, and family office services. The firm employs an integrated wealth management approach focused on diversification and options-based strategies, managing assets on a discretionary basis and collaborating with third-party managers when appropriate.

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 a Series 65 credential and one year of industry experience. Her prior work includes roles at J Belmont Industries LLC and J Belmont Showroom. Lido serves high-net-worth and ultra-high-net-worth clients, family offices, trusts, estates, and various organizations. The firm employs an integrated wealth management approach with diversification across multiple asset classes and options-based strategies, managing assets often on a discretionary basis and utilizing third-party managers when appropriate.

Paul Ryan is a financial advisor at Lido with 12 years of industry experience. He holds the Series 66 designation and has been with Lido Advisors, LLC since 2015. Prior to Lido, he worked at Investment Security Corporation from 2015 to 2021. Lido serves high-net-worth and ultra-high-net-worth 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, using an integrated approach that includes diversification across multiple asset classes and options-based strategies.

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.