Cody Ambrogi is a financial advisor at Lido with four years of industry experience. He holds a Series 65 designation and previously worked at SEI Investments. His background includes time at Penn State University and local government in Uwchlan Township. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm employs an integrated wealth-management approach, balancing asset allocation across various asset classes and utilizing tactical option strategies, while also serving as sub-adviser to the VanEck U.S. Equity Buffer ETF.

Nolan Dietel is a CFP®-certified financial advisor at Lido with four years of industry experience. Prior to joining Lido Advisors, LLC in 2025, he worked at PrairieView Partners for three years. His background includes a range of roles outside finance, including positions at Crooked Pint Ale House and Texas Roadhouse. 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’s investment approach integrates equities, fixed income, alternative investments, and options strategies, and it holds a notable role as sub-adviser to the VanEck U.S. Equity Buffer ETF.

John Barnes is a financial advisor at Lido with seven years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at William Blair & Co and Morgan Stanley. Lido provides investment management and financial planning services to a diverse client base that includes high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm utilizes an integrated wealth-management approach that incorporates equities, fixed income, alternative investments, and tactical option strategies, and is notable for its active sub-advisory role and extensive affiliated capabilities.

Nicholas Henry is a CFA® charterholder and Series 63 licensee with one year of industry experience. He currently works at Mercer Global Advisors Inc. and previously held roles at BMO Wealth Management, Liberfield Capital, and NYLIFE Securities LLC. Prior to his financial career, he was involved with Swim Right Academy. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios implemented through a range of investment vehicles including ETFs, index funds, and separate account managers.

Brandon Asher is a Private Wealth Advisor and co-founder and managing partner of The Miller | Asher Group, where he focuses on implementing tailored portfolio and wealth structuring strategies for individuals, business owners, and families across generations. He utilizes the resources available through Merrill Private Wealth Management, including access to structured credit through Bank of America, to provide comprehensive advice in areas such as global financial strategies, pre- and post-liquidity event planning, estate and family legacy planning, and philanthropic planning. Brandon holds a Bachelor's degree from Arizona State University and a Juris Doctorate degree from California Western School of Law. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). Prior to his current role, Brandon practiced law, though he does not provide legal advice in his capacity as a financial advisor. He is actively involved in community organizations including the Arizona State University Alumni Association, San Diego Chapter, and the Second Saturday Workshop hosted by the Women's Institute for Financial Education in San Diego Central. Outside of work, Brandon enjoys sports such as baseball, basketball, football, golf, and hunting, as well as fishing, music, and spending time with his family.

Carlos Di Ponio is a Series 66-licensed financial advisor with Transamerica Financial Advisors, where he has worked since 2020. He has eight years of industry experience and is also involved in film production as the manager of DaCha Film Company LLC and runs an entertainment production business under the name Jordan Charles. Additionally, he serves as CEO of an online tutoring platform called AllPro Tutors. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with various model portfolio programs and access to third-party money managers, operating as both a registered investment adviser and broker-dealer.

Arun Bharath is a CFA® charterholder with four years of industry experience. He has worked at Hightower Advisors since 2021 and previously spent 14 years at Bel Air Investment Advisors. Arun is based in Los Angeles, CA. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on portfolio construction that incorporates a range of investment vehicles and strategies.

Aren Yarian is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 65 and Series 63 licenses and has 11 years of industry experience. Prior to joining Voya in 2018, he worked at FIDELITY Brokerage Services LLC for four years. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm uses investment policy statements and model allocations, combining in-house and outside strategists with technology-enabled tools to provide a range of financial planning and portfolio management services.

Rocio Hernandez is a CFP® with nine years of industry experience currently affiliated with Rockefeller Financial LLC. Her career includes roles at Morgan Stanley Smith Barney LLC, Manhattan West, Citigroup, and Morgan Stanley. She is based in Los Angeles, CA. 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 operates as both a registered investment adviser and broker-dealer, offering a range of portfolio management, financial planning, consulting, and investment banking services through an integrated Private Advisor model and consolidated investment platform.

Shane Cooper is a financial advisor with Lincoln Investment in Woodland Hills, CA, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Lincoln Investment and Pacific Southwest Financial since 2013. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) participants. The firm’s investment approach combines in-house model portfolio construction and dynamic strategies with third-party manager access, supporting both advisor-led and firm-managed portfolios.

Namik Beganovic is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Morgan Stanley, UBS Financial Services, Cortland Valuation Group, Inc, and CNR Securities, LLC. RBC Rochdale serves a diverse client base, including high net worth individuals, corporations, and charitable organizations. The firm employs an active, multi-strategy investment approach that integrates quantitative and fundamental analysis, utilizing proprietary tools and collaborations with sub-advisors to tailor portfolios across various asset classes.

Evan Menendez is a financial advisor at Lido with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Lido, he worked at Morgan Stanley and UBS in various roles. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm offers integrated wealth management with a focus on tactical and defined-risk option strategies, alongside traditional advisory services supported by affiliated trust, tax, insurance, and brokerage entities.

Thomas Petrocelli is a financial advisor at Lido with three years of industry experience. He holds the Series 65 designation and has previously worked at Fountainhead Asset Management and Bloomberg LP. Lido provides investment management, financial planning, and family office services to a broad range of clients, including high-net-worth individuals, family offices, trusts, and charitable organizations. The firm employs an integrated wealth-management approach that includes tactical option strategies and offers extensive affiliated services such as trust, tax, insurance, and brokerage.

Yongkwan Kim is a CFA® charterholder and holds a Series 66 license with 22 years of industry experience. He currently serves as an advisor at Hightower Advisors, having joined in 2022, and previously worked at VP Distributors LLC and Kayne Anderson Rudnick Investment Management LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a focus on portfolio construction, proprietary research, and access to alternative investments.

Samuel Hoeck is a CFA® charterholder and holds a Series 66 license, with nine years of experience in the financial industry. He currently works at Lido Advisors, LLC and previously held roles at First Republic Investment Management, First Republic Securities Company, Wells Fargo Clearing, San Diego Gas & Electric, and Kestra Investment Services. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors, providing integrated wealth management, financial planning, and a range of affiliated services. The firm manages approximately $42.5 billion in regulatory assets and employs a multi-asset, tactical investment approach, including options strategies and active sub-advisory roles.

Matthew Woodward is a financial advisor at Mariner with 16 years of industry experience. He holds a Series 66 designation and previously worked at AdvicePeriod, LLC for six years before joining Mariner in 2022. Woodward serves as a GLG Council Member providing consulting services and is a board member and volunteer for Toluca Baseball, a nonprofit baseball league. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations through investment management, financial planning, and retirement plan consulting. The firm offers customized portfolio solutions supported by in-house research and third-party managers, along with integrated tax services and specialized financial wellness and family office capabilities.

Lucy Rojo is a financial advisor with Transamerica Financial Advisors in Woodland Hills, CA, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior work includes roles at World Financial Group, INC. and leadership at Alliance Naturopathic Group, Inc., a naturopathic medicine clinic where she has been involved in patient consultation, management, and treatment planning since 2002. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering a combination of advisory and broker-dealer services through proprietary model portfolios and access to third-party money managers.

Lauren Guzman is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding a Series 66 designation and nine years of industry experience. Her work history includes positions at Fidelity Investments, Bank of America, N.A., and Merrill. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary portfolio options. The firm utilizes a multi-profile investment process supported by global asset management and manager due diligence, operating as a registered adviser, broker-dealer, and futures commission merchant.

Marc Rock is a financial advisor at Lido with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at SecureVest Financial Group, Ohio National Financial Services, and Guardian Life Insurance Company. He is also the managing member and CEO of Abrahamsenrock, a registered investment advisor that provides customized wealth management solutions. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and institutions. The firm employs an integrated wealth-management approach that incorporates tactical and defined-risk option strategies and combines traditional advisory services with a broad suite of affiliated capabilities such as trust, tax, insurance, and brokerage services.

Andrew Theodore is a financial advisor at Lido with Series 65 and Series 63 licenses and nine years of industry experience. He previously worked at Charles Schwab for eight years and Raymond James & Associates for one year before joining Lido Advisors, LLC. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering integrated wealth management with an investment approach that combines tactical and defined-risk option strategies alongside traditional asset allocation. The firm also maintains an active role in sub-advisory and investment-company services and provides a range of affiliated trust, tax, insurance, and brokerage capabilities.