John Mcinerney is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Lido. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2023. Outside of advisory work, he is the sole proprietor of Samurai Race LLC, a recreation business. Lido provides investment management, financial planning, and family office services to a diverse client base including high-net-worth individuals, family offices, and institutional investors. The firm employs an integrated wealth-management approach and is active as a sub-adviser to various funds, combining traditional advisory services with extensive affiliated capabilities.

Peter Lauer III is a financial advisor at Creative Planning with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Planning since 2014. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Paris Rodriguez is a financial advisor at Lido with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Lido Advisors, LLC since 2016, following five years at Fidelity. Based in Los Angeles, CA, Rodriguez’s career includes a decade at Lido, a firm known for its integrated wealth-management model and a broad client base. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts and estates, charitable organizations, corporations, pension and profit-sharing plans, and pooled investment vehicles. The firm offers investment management, financial planning, family office services, and related referrals, managing approximately $42.5 billion in assets and employing tactical option strategies alongside diverse asset allocation.

Amit Josef is a CFP® and holds a Series 66 designation with 12 years of industry experience. He is currently with Lido Advisors, LLC, having joined in 2025 after seven years at Avitas Wealth Management and four years at UBS Financial Services. He is based in Los Angeles, CA. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, estates, and institutional investors. The firm offers integrated wealth management with a broad investment approach that includes tactical and defined-risk option strategies and maintains a notable role as sub-adviser to investment funds such as the VanEck U.S. Equity Buffer ETF.

Fabian Sierra is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Citigroup Global Markets since 2019. Prior to this, he was employed at E*Trade Securities and had brief roles outside the financial industry. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles, including in-house research and futures commission services.

Grace Lee is a financial advisor with Eagle Strategies (New York Life) based in Los Angeles, CA, holding Series 63 and Series 66 designations and three years of industry experience. She previously worked for Franklin Templeton for 17 years and maintains an investment role as a passive investor in private companies through AGO Special Situations LP. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client and Plan Sponsor objectives, managing a majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Frederick Williams is a financial advisor at Transamerica Financial Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Transamerica Financial Advisors since 2013. Outside of his advisory role, Williams is involved in the development and management of homeless housing and services through New Life Global Development Inc. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, estates, and businesses. The firm utilizes model portfolios and third-party managers to deliver investment advisory and retirement-plan services through multiple program platforms.

Kristie Garrett is a CFP® and holds a Series 66 license with 18 years of experience in the financial services industry. She currently works at EP Wealth Advisors and previously held roles at Zevenbergen Capital Investments LLC and Brighton Jones LLC. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm offers customized wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Daniel Kim is a CFP® and holds a Series 65 license with five years of industry experience. He currently works at Hightower Advisors and previously held roles at Kovitz Investment Group Partners, Connectus Wealth, Lido Advisors, Ritholtz Wealth Management, and Signature Estate & Investment Advisors. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research to construct diversified portfolios.

Jeffrey Lehman is a financial advisor at EP Wealth Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various capacities at Lehman & Derafelo Financial Resources LLC, Lehman Financial Resources, Inc., and Royal Alliance Associates, Inc. before joining EP Wealth Advisors in 2023. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for clients meeting certain asset thresholds. Their investment approach includes customized model portfolios using fundamental, technical, and cyclical analysis, with the inclusion of alternative investments and third-party manager recommendations when appropriate.

Reginne Arevalo is a financial advisor at Schwab Wealth Advisory with six years of industry experience. She holds a Series 66 designation and has previously worked at Goldman Sachs Ayco, Fidelity Investments, Bank of America, and Merrill Lynch. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s advice is based on proprietary asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Allison Arvold is a financial advisor at Lido with Series 65 credentials and two years of industry experience. Her prior work includes roles at Portside Investment Advisors, Lincoln Financial Group, Bank of America, and community involvement with the Neighborhood House Community Center. 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 featuring tactical and defined-risk option strategies and offers a broad range of services supported by affiliated entities in trust, tax, insurance, and brokerage.

Simon Woo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Transamerica, he worked at Tickpick and eBay and has experience selling sports cards on eBay as a personal venture. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm provides discretionary and non-discretionary investment options and supports plan clients with affiliated retirement and recordkeeping entities.

Charles Claver is a financial advisor at OSAIC Institutions, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Infinex Investments, Inc., First Brokerage America LLC, First Bank, and TIAA-CREF. Outside of his advisory work, he is an owner and investor in Aunt Eleanor's, a delicatessen restaurant expected to open in June 2025. OSAIC Institutions, Inc. is an SEC-registered adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services and operates a hybrid adviser/broker-dealer structure with access to alternative investments and lending solutions.

Patrick Donovan is a financial advisor at EP Wealth Advisors with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Minot Wealth Management, JPMorgan Chase Bank, J.P. Morgan Securities, Credit Suisse Securities, and Banc of America Investment Services. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning, offering customized model portfolios with ongoing monitoring and rebalancing that incorporate fundamental, technical, and cyclical analysis.

Johnny Chuchen is a financial advisor at Integrated Wealth Concepts LLC with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including UBS Financial Services, Laurel Wealth Advisors, and Lehman Brothers Inc. He is also a managing partner at Ivernia Capital, LLC, where he advises clients on long-term wealth planning. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, family office, and retirement plan advisory services. The firm utilizes customized portfolios with mutual funds, ETFs, individual equities, and fixed income, combining an enterprise operating scale with various model and wrap options.

Austin Loveland is a financial advisor with EP Wealth Advisors in Torrance, CA, holding a Series 65 designation and four years of industry experience. He previously worked at Soltis Investment Advisors and SunWest Management. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and provides ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Mona Arabshahi is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 16 years of industry experience. Her career includes roles at U.S. Bancorp Investments, U.S. Bank, Unionbanc Investment Services, MUFG Union Bank, and Wells Fargo Clearing. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with rigorous manager selection and oversight processes, combining large institutional scale with specialized market roles.

Charles Faulhaber is a CFP®, ChFC®, and Series 63 credentialed advisor with 19 years of industry experience. He is currently with Lido Advisors, LLC and has prior experience at Northwestern Mutual Investment Management and other wealth management firms. Lido serves a diverse range of clients including high-net-worth individuals, family offices, and institutional investors, offering comprehensive wealth management, financial planning, and affiliated trust, tax, insurance, and brokerage services. The firm employs an integrated investment approach with tactical and defined-risk option strategies, and is notable for its active sub-advisory roles and extensive in-house capabilities.

Michael Mcmullin is a financial advisor at Lido with seven years of industry experience and holds a Series 66 designation. His prior work includes roles at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Lido serves a diverse client base 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 with a focus on tactical and defined-risk option strategies and maintains active roles as a sub-adviser and investment company advisor.