Colman Garvey is a financial advisor at Lido with a Series 65 credential and one year of industry experience. His prior work includes roles at Rivel Inc, i(X) Securities, and i(X) Net Zero PLC, as well as time at the University of Southern California. Lido advises a diverse client base, including high-net-worth individuals, family offices, charitable organizations, pension plans, and pooled investment vehicles. The firm employs an integrated wealth-management approach with diverse asset allocation and tactical option strategies, and it also serves as sub-adviser to funds like the VanEck U.S. Equity Buffer ETF.

Julinda Milla is a financial advisor at Lido with a Series 66 designation and six years of industry experience. Her career includes roles at Morgan Stanley, Nuveen Securities LLC, Core Spaces, and Chauner Securities before joining Lido Advisors, LLC in 2025. Lido serves a diverse client base including high-net-worth and ultra-high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach that combines tactical option strategies with asset allocation across multiple investment types and offers a broad range of affiliated trust, tax, insurance, and brokerage services.

Andrew Nathin is a CFP® professional based in Los Angeles, CA, currently with Lido Advisors, LLC. He has been in the financial industry since 2018, with prior roles at Satovsky Asset Management, Kore Private Wealth, Mariner Wealth Advisors, and Mish Guru. His work history also includes experience at Camp Scatico and a background as a student through 2018. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and institutional clients. The firm employs an integrated wealth-management approach combining traditional investments with tactical and defined-risk option strategies, and it distinguishes itself through active sub-advisory roles and a wide range of affiliated financial services.

Paul Anello is a financial advisor at Lido with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Fisher Investments, Fidelity Brokerage Services LLC, and Allspring Funds Management, LLC. He is based in Los Angeles, CA. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, and institutions, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies and serves as sub-adviser to various investment funds, supported by a range of affiliated entities with specialized financial services.

Jasmine Wong is a financial advisor at GWN Securities Inc. with a Series 66 credential and one year of industry experience. Prior to her current role, she was self-employed and worked in education at Mt. San Antonio Community College and Walnut High School. Outside of financial advising, she is a photographer and videographer for special events and serves as a notary public. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm employs a large network of advisors and provides a range of managed-account programs, including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Naira Melkonyan is a financial advisor with Citigroup Global Markets in Los Angeles, CA, holding Series 66 and Series 63 licenses and having 12 years of industry experience. She has been with Citigroup Private Bank since 2013. Outside of her advisory role, she serves as a Notary Public for friends and family. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and integrates both discretionary and non-discretionary approaches.

Matthew Meenan is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and corporations, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with active sub-advisory roles and a broad range of affiliated capabilities.

Lynne Knox is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, holding a Series 66 designation and bringing 21 years of industry experience. She previously worked at Capital Bank and Trust Company for five years before joining her current firm in 2021. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach that emphasizes fundamental research and long-term investment horizons. The firm implements client portfolios through separately managed accounts, mutual funds, ETFs, and offers access to private equity and alternative strategy funds.

Nicholas Carrillo is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining Voya, he worked at Ameriprise and TOPA Diagnostics. Outside of his advisory role, he is a substitute yoga instructor at The Ritual in Westlake Village. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through financial planning, portfolio management, and retirement advisory services. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

John Usry is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding Series 63 and Series 66 licenses and three years of industry experience. He previously spent 19 years at Aflac before joining New York Life and its affiliated firms. Outside of finance, he is active as a jazz saxophonist. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers customized advice through various program types, emphasizing non-discretionary asset management and working within an integrated New York Life affiliate structure.

Aaron Dues is a CFP® professional with 10 years of industry experience. He has worked at Mariner Wealth Advisors since 2021 and previously spent five years at Kayne Anderson Rudnick Investment Management, LLC. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by both in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions uncommon for firms of its size.

Corrina Olson is a CFP® professional with nine years of experience in the financial industry, currently serving at Lido Advisors, LLC since 2025. Her prior roles include positions at Copperwynd Financial, The Vanguard Group, Inc., and Grand Canyon University. She is also licensed as an Independent Insurance Agent in Arizona and Utah, though she dedicates minimal time to this activity. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and institutional clients, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical asset allocation and options strategies, and is notable for its active sub-advisory role and affiliated capabilities such as in-house trust companies and tax services.

Elizabeth Miller is a financial advisor at Hightower Advisors with eight years of industry experience. She holds the Series 65 credential and has worked at Hightower since 2021, following five years at Bel Air. Based in Los Angeles, CA, she focuses on providing investment advisory services. Hightower Advisors delivers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a range of investment vehicles.

Michelle Jackson is a financial advisor at Capital Group Private Client Services, Inc. with 28 years of industry experience. She holds the CFP® designation and several securities licenses, including Series 63, 65, and 66. Her prior roles include positions at Morgan Stanley and Capital Bank & Trust Company. Capital Group Private Client Services primarily provides discretionary investment management to high-net-worth individuals and charitable organizations, using a multi-manager approach and a focus on fundamental research and long-term investing. The firm utilizes separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds in client portfolios.

Michael Brimhall is a Series 65-licensed financial advisor at MAI Capital Management, LLC with five years of industry experience. His prior roles include positions at Evoke Advisors and Bel Air Advisors, as well as four years at Brigham Young University. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets as of May 2026 and offers a range of customized portfolio strategies alongside financial planning, trust administration, and insurance services.

Ryan Wehr is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has been with Valic Financial Advisors since 2003 and is also involved with Agia, providing non-securities insurance products. Wehr is the owner of Wehr-Living, LLC, a company that rents semi-portable homes in areas with housing needs. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jennifer Mason is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and three years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Bank, accumulating over a decade of experience in financial services. Outside of her advisory role, Mason is involved as an independent business owner for Amway, focusing on retail sales of health, home, and beauty products. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, consulting, and operates as a registered broker-dealer, providing a range of investment and banking services through a Private Advisor model and consolidated investment platform.

Bennett Gross is a CFA® charterholder with 35 years of industry experience currently serving as a financial advisor at Mariner. His prior roles include positions at NewEdge Advisors, LLC, Jefferies LLC, Sanctuary Wealth, L&S Advisors, Inc., and EP Wealth Advisors. Gross serves as a trustee for the Friedmann Testamentary Trust, overseeing asset distributions without compensation. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines customized discretionary portfolios with in-house research and third-party managers, offering a broad range of strategies and integrated tax and accounting capabilities.

Charleger Santiago is a financial advisor with Eagle Strategies (New York Life) based in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2006. Santiago serves as a board member for Community First Fund. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and offers a range of advisory programs, primarily managing assets on a non-discretionary basis.

Steven Simon is a financial advisor with Equity Services, Inc. in Beverly Hills, CA, holding the ChFC® and Series 63 designations and bringing 44 years of industry experience. He has been associated with Equity Services, Inc. since 1995 and with National Life Group since 1997. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and utilizes third-party asset managers and model portfolios.