Courtney Blum is a financial advisor at Lido with 18 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Northern Lights Distributors, LLC and Centerstone Investors, LLC. Blum is based in Los Angeles, CA. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach with diversification across various asset classes and implements options-based strategies both directly and through pooled vehicles.

Nicholas Stonnington Sr. is a financial advisor at Prime Capital Financial with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously led the Stonnington Group, LLC for 19 years. Outside of advising, he owns several non-investment businesses including a healthcare insurance and mortgage loan origination firm, as well as a human capital management company. Prime Capital Financial is an enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers comprehensive services including asset management, financial planning, qualified retirement plan sponsorship, and family office solutions, employing a range of investment strategies alongside affiliated tax advisory services.

Michael Benevento is a financial advisor at Lido with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Fountainhead Advisors, Castlekeep Investment Advisors, MEBCO LLC, and Millennium Partners. Outside of advising, he is the founder and CEO of MEBCO LLC, a consulting firm, and serves on the advisory boards of Terramint Group Corp. (real estate investment) and Worldwide Solutions and Services (engineering consulting). Lido provides investment management, financial planning, and family office services to high-net-worth and ultra-high-net-worth clients, including individuals, family offices, trusts, estates, charitable organizations, and corporations. The firm employs a diversified investment approach across multiple asset classes and offers options-based strategies through discretionary management and third-party sub-advisers.

Jessica Gonzalez Crisci is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes seven years at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. before joining Citi in 2023. 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 maintains in-house research and security-pricing activities, supporting both discretionary and non-discretionary investment solutions.

Denise Yi is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She has been with Citigroup Global Markets and Citibank, N.A. since 2012. Outside of her advisory work, she is affiliated with JKDY Investments LLC, which operates restaurants in Los Angeles. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional capabilities with specialized market roles.

Rommel Valarao is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and possessing 32 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory work, he serves as secretary for First Solution Hospice Care, dedicating time monthly to managing administrative duties. 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 with internal oversight and a mix of discretionary and non-discretionary programs.

Jason Koo is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Company, Eagle Strategies, and New York Life Insurance Company. Outside of his advisory role, he serves on the Board of Advisors for the nonprofit organization WonderSeed. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing proprietary and third-party investment strategies across various account types.

Tiffany Cohen is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citibank since 2015. Based in Beverly Hills, CA, her career has been focused within the Citigroup organization. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm uses a multi-asset, multi-manager investment approach supported by internal oversight and provides tailored solutions including discretionary and non-discretionary strategies.

Allen Yee is a CFP® professional with 36 years of industry experience, currently with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA as a Limited Partner. He has previously worked at Cetera Investment Advisers LLC, First Allied Advisory Services, and Guidant Planning, Inc., where he also serves as President. In addition to his advisory work, Yee has been teaching and coaching at Pasadena Community College and Glendale Community College since 2000. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individuals, retirement plans, corporations, and institutional clients. The firm offers advisory and brokerage services through independent representatives and employs both discretionary and non-discretionary investment strategies.

Erik Oros is a financial advisor at TLG Advisors, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at firms including The Leaders Group Inc and Actinium Capital LP. Oros serves as Chief Investment Officer at Gideon Strategic Partners LLC, where he is involved in investment management and sales. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves a diverse client base including individuals, retirement plans, trusts, and institutional investors. The firm combines fundamental research and Modern Portfolio Theory in its portfolio construction and offers services ranging from comprehensive financial planning to ERISA fiduciary oversight.

Joseph Crowley is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He has worked at Exchange Capital Management for nine years, Blue Jays for two years, and is currently with Lido Advisors, LLC. Crowley holds a shareholder role in Exchange Capital Management, overseeing the termination of operations. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers investment management, financial planning, family office services, and estate planning using an integrated wealth management approach that includes diversified asset classes and options-based strategies.

Frank Jimenez is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, Eagle Strategies, and New York Life. He previously operated Jimenez Financial Strategies and Insurance Solutions. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs, financial planning, and consulting solutions. The firm manages approximately $15 billion in regulatory assets under management and supports various investment strategies across discretionary and non-discretionary accounts.

Quinn Boortz is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. Prior to joining Citigroup in 2022, Boortz worked at CBRE Investment Management, Starwood Capital Group, and Ernst & Young. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research, derivatives services, and bespoke solutions for high-net-worth clients.

Bridget Goodbody is a CFP® professional with five years of industry experience. She currently works at Cerity Partners LLC and previously spent seven years at Gamble Jones Investment Counsel. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm builds client programs through tailored asset allocation, manager selection, and periodic rebalancing, using proprietary quantitative screens alongside third-party managers and individual securities.

Basil Barrett is a financial advisor with Citigroup Global Markets in Los Angeles, holding a Series 66 designation. He has one year of industry experience and has previously worked at Fiducient Advisors, Dell Technologies, Slater Infrastructure Group, and The Baupost Group, as well as academic roles at The University of Chicago and Morehouse College. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house research and market roles that distinguish it from peers.

Robert Kelly is a CFA® charterholder with 19 years of industry experience. He currently works at Capital Group Private Client Services, Inc., where he has been since 2021, and previously worked at Capital Bank and Trust Company from 2016 to 2021. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach and emphasizing fundamental research and long-term investment horizons.

Joseph Grabowski is a financial advisor at D.A. Davidson & Co. with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining D.A. Davidson, he worked in roles including positions at ONE&ALL Church and Gateway Theological Seminary. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with significant assets.

John Woo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has held roles with World System Builders, Worldwide Legacy Builder, and the National Association of Registered Social Security Analysts. Additionally, he serves as an instructor at the Heartland Institute of Financial Education’s College Planning Program, where he provides coaching on college financial planning. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a diverse client base including individual investors, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver its advisory services through a large network of advisors and multiple program platforms.

Kareem Hout is a CFA® charterholder with six years of industry experience. He currently works at MAI Capital Management, LLC and previously held roles at Evoke Advisors and First Republic Bank. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, and institutional clients. The firm employs a range of investment strategies and integrates financial planning and tax services into client relationships.

Jason Baldridge is a financial advisor at Lido with a Series 65 designation and four years of industry experience. He has been with Lido Advisors, LLC since 2021. Prior to that, he held positions at OluKai and Boston College. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers integrated wealth management with diversified investment strategies, including options-based approaches, and frequently serves registered investment companies and pooled strategies through affiliated entities.