David Lundquist is a financial advisor at Lido with 21 years of industry experience and holds a Series 65 designation. He has been with Lido Advisors, LLC since 2017 and previously worked at Ken Stern & Associates and Churchill Management Group. Lido serves 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 that includes diversification across multiple asset classes and options-based strategies, managing assets on a discretionary basis and collaborating with third-party managers and sub-advisers.

Qiqi Zhang is a financial advisor at IEQ Capital, LLC in Los Angeles, holding a Series 66 credential with five years of industry experience. Prior to joining IEQ Capital, Zhang worked at UBS and Willis Towers Watson and has experience in education at Emory University and Andover Public Schools. Outside of finance, Zhang is a yoga instructor at Corepower Yoga. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and non-profit organizations. The firm employs a macroeconomic-driven investment process, combining liquid strategies, third-party managers, and private alternatives, and offers family-office and ancillary administrative services.

Michael Rosenmayer is a financial advisor at Oppenheimer with 33 years of industry experience. He has held positions at Oppenheimer since 2007, following prior roles at RBC Capital Markets and Prudential Equity Group, LLC. He serves as trustee for the Michael H. Rosenmayer 2013 Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individual clients, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a variety of investment programs and advisory services across equity, balanced, and fixed-income portfolios, providing both discretionary and non-discretionary management tailored to client objectives.

Gretchen Zierolf is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Lido Advisors, LLC since 2024. Her prior experience includes roles at Hightower Advisors and Farr Miller & Washington, LLC. 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 an integrated wealth management approach with diversification across various asset classes and implements options-based strategies, managing assets on a discretionary basis and utilizing third-party managers and sub-advisers as appropriate.

Attaii Katayoun is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since 2003, she has worked in banking, investing, and wealth strategy, focusing on helping high-net-worth and ultra-high-net-worth clients manage and streamline various aspects of their financial lives. Katayoun provides personalized financial planning and investment advice across areas such as college education planning, divorce transition planning, legacy planning, retirement income strategies, and tax minimization. Katayoun holds a Bachelor's degree from the University of Bou Ali Sina, a Master's degree from the University of Tehran, and an MBA with a concentration in finance from California Lutheran University. She has earned professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). Fluent in English, Persian, and French, she combines technical expertise with empathy to build long-term client relationships. Outside of her professional work, Katayoun is involved in the Rotary Club Rancho Park. She enjoys biking, hiking, music, reading, traveling, and yoga, finding nature to be a source of serenity and balance that she values sharing with others.

Brooklyn Griffin is a CFP® with eight years of industry experience, currently serving as a financial advisor at Lido. Prior to joining Lido in 2024, Brooklyn worked at Hightower Advisors, Farr Miller & Washington, LLC, and Clark Financial Advisors. Lido provides wealth management services to 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 investment approach that includes diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis while utilizing third-party managers and sub-advisers.

Brian Leadley is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Lido. Prior to joining Lido, he worked at Pegasus Partners Ltd. for seven years and Ernst & Young LLP for one year. Lido provides wealth management services to high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers diversified investment management and financial planning solutions, including family office services and retirement and estate planning, with a focus on integrated and options-based strategies.

Andrew Palmer is a financial advisor at MAI Capital Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining MAI Capital Management in 2025, he worked at Evoke Advisors, Bel Air Securities LLC, and Bel Air Investment Advisors LLC. Outside of finance, Palmer serves as an ambassador for a medical practice focused on promoting health. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and integrates financial planning and tax services, serving both in advisory roles and as a product sponsor with over $72 billion in assets under management.

Jaron Wagner is a CFP® and Series 65-licensed advisor at Lido with five years of industry experience. He has held roles at Lido Advisors, Matter Family Office, RMB Capital Management, and SEI Archway. 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 retirement and estate planning, using an integrated approach that includes diversification across various asset classes and options-based strategies.

Martin Scalzo is a financial advisor at Centaurus Financial, Inc. with 18 years of industry experience. He holds a Series 66 credential and has been with Centaurus Financial since 2017, following two years at Financial West Group. Outside of advisory work, Scalzo is involved in an estate planning team focused on educating clients about deferred sales trust strategies and is licensed as a real estate broker, handling property sales primarily for family and friends. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning and portfolio management with options for discretionary and non-discretionary management, utilizing fundamental and technical analyses, model overlay programs, tax-overlay services, and third-party money managers.

Natale Haworth is a financial advisor with Kestra Advisory, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. He has been with Kestra Advisory and its related entities since 2011. Outside of his advisory work, Haworth serves as a manager in insurance and benefits and sits on the advisory board of RED SCHOOLHOUSE, INC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors such as sovereign wealth funds.

Jonathan Milner is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior roles include positions at Olympus Wealth Management and Wealth Strategies. Outside of finance, he has experience working with Hawx Smart Pest Control and has been involved with Brigham Young University in recent years. Lido advises high-net-worth and ultra-high-net-worth clients, including family offices, trusts, estates, and charitable organizations, offering investment management, financial planning, and family office services. The firm employs a diversified, integrated wealth management approach and manages assets on a discretionary basis utilizing third-party managers and options-based strategies.

Kevin Maldonado is a financial advisor at Lido with a Series 65 credential and three years of industry experience. He previously worked at The Northern Trust Company and has experience outside finance at the Chicago Tribune and Flattop Grill. Maldonado is based in Los Angeles, CA. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and pooled investment vehicles. The firm employs an integrated wealth management approach incorporating diversification across multiple asset classes and options-based strategies, typically managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Kimball Driggs is a financial advisor at MAI Capital Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining MAI, he held positions at Evoke Advisors, Olympus Wealth Management, Morgan Stanley, and Brigham Young University. He has also worked in diverse roles outside finance, including at Brooks Pest Control and Swig Drinks. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a broad client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a range of investment strategies and serves in both product-sponsor and advisory capacities, managing over $72 billion in assets as of mid-2026.

Richard Gutierrez is a CFP® certificant with five years of industry experience. He is currently with Capital Group Private Client Services, Inc. and has previously worked at BMO Harris Financial Advisors and U.S. Bancorp Investments. 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 a long-term investment horizon. The firm manages portfolios through separately managed accounts, mutual funds, ETFs, and offers access to private equity and alternative strategy funds.

Michael Sy is a CFP® with 38 years of industry experience. He has been with Equity Services, Inc. since 1996 and has also worked with National Life Group since 1995. Outside of his advisory role, he provides tax preparation and notary services to the public. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to a broad client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Jessica Fino is a financial advisor at Lido with 14 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill for 10 years. 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 retirement and estate planning, employing an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Michael Massarano is a financial advisor with Focus Partners Wealth, LLC, holding the Series 63 and Series 66 designations and five years of industry experience. His prior roles include positions at Edward Jones, Bank of America, Merrill Lynch, J.P. Morgan, and Morgan Stanley. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Elizabeth Desousa is a CFP® with 15 years of industry experience currently at Cerity Partners LLC. She previously worked at Running Point Capital Advisors, Mercer Global Advisors Inc., and Duckworth Wealth Advisors, Inc. Outside of her advisory role, she serves as a non-shareholder director of her spouse’s engineering firm and is the investment account trustee and chair of the committee for the Girl Scouts of Orange County. Cerity Partners provides customized wealth management services to individuals, families, trusts, business entities, and institutional investors nationwide. The firm uses tailored asset allocation, manager selection, and periodic rebalancing with a mix of proprietary quantitative screens, third-party managers, and individual securities, and it offers access to alternative and private-market investments alongside retirement plan consulting and tax planning.

Kyle Laughlin is a financial advisor with Rockefeller Financial LLC in Los Angeles, CA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at First Republic Securities Company, LLC, Goldman Sachs, and First Republic Investment Management Inc. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers portfolio management, financial planning, and consulting services, operating a broker-dealer and investment platform to provide a range of personalized and model-based investment solutions.