Anna Crabs is a Series 66-licensed financial advisor at Lido in Los Angeles, CA, with two years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Equitable Financial Life Insurance. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and corporations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that combines traditional and alternative investments, including tactical option strategies, and is active in sub-advisory roles for investment funds.

Paul Leach is a CFP® with 19 years of industry experience, currently serving at Rockefeller Financial LLC. His prior experience includes roles at Bank of America, Merrill, and Citigroup Global Markets. He is the founder of Surf 4 Kidz, a charity surf camp supporting a local nonprofit that provides welding training and job placement for at-risk military veterans. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, family offices, institutional clients, and corporations. The firm combines discretionary and non-discretionary portfolio management with broker-dealer capabilities, offering access to a broad range of investment solutions through its consolidated platform, Rockefeller Global Investment Management.

Hwa Jin Kim is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His career includes roles at The Leaders Group Inc, Ameritas Advisory Services, and The Prudential Insurance Company of America. Outside of advising, he serves as Executive Vice President of Sales at EMP Financial Network. TLG Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, and offers portfolio management, comprehensive financial planning, and fiduciary services for ERISA-qualified retirement plans.

Benjamin Samoylov is a CFA® charterholder with two years of industry experience, currently advising clients at Lido. His prior roles include positions at Exchange Capital Management Inc, the Mitchell Family Office, and McQueen Financial Advisors. Lido serves a diverse client base, including high-net-worth individuals, family offices, and institutional clients, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that utilizes a broad range of asset classes and tactical strategies, and it is notable for its active sub-advisory role and extensive affiliated capabilities.

Ernesto Alvarez is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at JPMorgan Securities, JPMorgan Chase Bank, and several other financial firms dating back to 2003. Citigroup Global Markets serves both individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including functions as a security-based swap dealer and futures commission merchant.

John Gergurich is a financial advisor with Lincoln Investment who holds a Series 66 designation and has 19 years of industry experience. He has worked at Lincoln Investment since 2012 and also serves as CEO and owner of Scripps Wealth Management, a tax consultation and planning firm. Additionally, he is a licensed life insurance agent involved in life insurance planning and implementation. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including a focus on educators and 403(b) and 457(b) participants. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team and utilizes both advisor-led and firm-managed strategies.

Berkeley Harrison is a CFA® charterholder with 13 years of industry experience. He currently works at Sequoia Financial Group, L.L.C. and previously held positions at LPL Financial LLC, Sterling Financial Group, and Citibank, N.A. / Citigroup Global Markets Inc. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm combines model portfolios and custom investment solutions overseen by an Investment Policy Committee and utilizes a range of investment vehicles including mutual funds, ETFs, individual securities, private funds, and third-party managers.

Artin Muradyan is a financial advisor at GWN Securities Inc. with one year of industry experience. He holds the Series 66 designation and has worked previously at Full Stop Management and Kara Content. Muradyan is also a registered representative for LA Pension Planners. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts and access to third-party sub-advisers and model portfolios, operating a large network of approximately 423 advisors and managing about $3.65 billion across more than 37,000 client accounts.

Jingxue Liang is a financial professional with eight years of industry experience, currently affiliated with GWN Securities Inc. She holds a Series 66 designation and has prior experience with Equitable Advisors and Axa Advisors. In addition to her advisory role, she is involved in marketing and translation work for an independent home fashion business. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning options. The firm utilizes both affiliated and unaffiliated sub-advisers and combines asset allocation principles with tactical market-timing strategies in its portfolio management.

Derek Tam is a CFP® with 19 years of industry experience, currently affiliated with Lido Advisors, LLC since 2023. He previously worked at SVB Financial Group, Boston Private Wealth LLC, Banyan Partners, LLC, Silver Bridge, and H&S Financial Advisors LLC. Outside of his advisory role, he is a co-owner and finance board member of Hapa Brewing Company in San Jose, California. Lido Advisors serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering investment management, financial planning, and comprehensive wealth services. The firm employs an integrated wealth-management approach with tactical option strategies and operates through a network of affiliated entities, overseeing approximately $42.5 billion in assets.

Carol Lens is a CFP® professional with 15 years of industry experience, currently serving at Lido Advisors, LLC since 2025. Her prior roles include positions at Olympus Wealth Management, Qualtrics, J.P. Morgan Securities, Morgan Stanley, and Merrill. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that incorporates tactical and defined-risk option strategies and maintains a notable presence as a sub-adviser to several investment funds.

Sebastian Garcia Cornejo is a Series 66 designated financial advisor at Citigroup Global Markets with four years of industry experience. He has held prior roles at RBC Capital Markets and served in various positions at the University of California, San Diego. Citigroup Global Markets serves individual and institutional clients across multiple 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 through discretionary and non-discretionary programs and maintains large institutional scale alongside unique market roles such as operating as a swap dealer and futures commission merchant.

Richard Singer is a financial advisor with SB Capital Management, Inc. and holds a Series 65 designation. He has 22 years of industry experience, including 23 years at SB Capital Management and most recently joining Mercer Global Advisors Inc. in 2025. SB Capital Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation oriented approach with a focus on portfolio structure and tax-aware implementation, managing discretionary accounts and private equity and hedge fund vehicles.

Marsha Williams is a Series 66-licensed financial advisor at Independent Financial Group, LLC with 23 years of industry experience. She previously worked at D.A. Davidson & Co. for 11 years and Crowell, Weedon & Co. for 6 years. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm uses model-driven portfolio management combining passive and active strategies across multiple risk profiles.

Jenny Dudrey is a financial advisor at Lido with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Platte River Wealth Advisors, Wells Fargo, Ameriprise, and Morgan Stanley. Outside of her advisory role, she is a notary public in Colorado. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach, utilizing tactical option strategies and a range of asset classes, and is notable for its active sub-advisory roles and broad affiliated capabilities.

Samuel Richman is a financial advisor at Lido with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at IFM (US) Securities, Earnest Research, Morgan Stanley Smith Barney, and Bernstein Private Wealth Management. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach that balances a range of asset classes and utilizes tactical and defined-risk option strategies, delivering services through multiple affiliated entities and investment vehicles.

Jonathan Gonshor is a financial advisor at Oppenheimer with 12 years of industry experience. He holds a Series 63 designation and has been with Oppenheimer since 2014. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers various programs that include asset management, consulting, and retirement services, managing both discretionary and non-discretionary portfolios across equity, balanced, and fixed-income strategies.

Anna Tosunyan is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, California, holding Series 63 and Series 66 licenses and having nine years of industry experience. She has worked at various branches of HSBC since 2013. Outside of her advisory role, she serves as a caregiver for her mother. HSBC Securities (USA) Inc. offers managed account programs to a variety of clients, including individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation with risk-profile-driven models and uses both discretionary and client-directed program types.

William Blase is a ChFC® and Series 66-licensed advisor with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, Citigroup Global Markets, Bank of America, Merrill, Raymond James & Associates, and Deutsche Bank Securities. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management, financial planning, and retirement consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Andrew Horowitz is a financial advisor with Rockefeller Financial LLC in Los Angeles, CA, holding a Series 63 license and bringing 30 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley Private Bank. Outside of advising, he is involved as a general partner in family-related philanthropic investment partnerships supporting the New West Symphony and the University of Southern California. 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 a range of portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing access to securities transactions, insurance products, placement, and investment banking.