Tariq Maiden is a financial advisor at Lido with nine years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Ameriprise Financial Services, Northwestern Mutual Wealth Management, and Fidelity Investments. Outside of his advisory work, Maiden owns Riverside Pickling, a retail business. Lido serves a diverse client base that includes high-net-worth individuals, family offices, trusts, estates, charitable organizations, and institutional clients. The firm employs an integrated wealth-management approach with a focus on asset allocation and tactical option strategies, and it is notable for its active sub-advisory roles and extensive affiliated capabilities.

Elarsen Flores is a financial advisor at Citigroup Global Markets with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citibank N.A. since 2008. Citigroup Global Markets serves individual and institutional clients across various segments, including workplace, high-net-worth, and ultra-high-net-worth. The firm offers a broad range of investment advisory programs and execution services, implementing multi-asset, multi-manager strategies with both discretionary and non-discretionary options.

Conner Dabish is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Lido. His prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as Plante Moran. Lido advises a diverse client base that includes high-net-worth individuals, family offices, and institutional investors, offering comprehensive wealth management and affiliated services. The firm employs an integrated investment approach featuring tactical options strategies and manages approximately $42.5 billion in assets.

David Moreno is a financial advisor at MAI Capital Management, LLC in Los Angeles, CA, holding a Series 65 credential. He began his advisory career in 2025 and has prior experience at JP Morgan Chase and Evoke Advisors. MAI Capital Management provides discretionary and non-discretionary investment management, integrated 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 through in-house and third-party managers and integrates financial planning and tax services into many client relationships.

Anthony Clay is a financial advisor at Lido with two years of industry experience. He holds a Series 65 designation and has worked at several firms, including Freestone Capital Management and Whittier Trust Company. Clay’s background also includes service in the United States Navy. Lido serves a broad range of clients, including high-net-worth individuals, family offices, and institutional entities, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with diverse asset allocation and tactical option strategies, and it is notable for its active sub-advisory role and extensive affiliated capabilities.

Tia Peterson is a financial advisor at Mariner with a Series 65 designation and five years of industry experience. She has worked at Mariner Wealth Advisors since 2022 and previously held roles at firms including Advice Period and Mutual Advisors, LLC. Mariner serves a diverse range of clients including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal research and portfolio management team, and offers integrated tax and accounting services alongside traditional portfolio management.

Karen Hall is a financial advisor with Eagle Strategies (NY Life) based in Westlake Village, CA, holding a ChFC® designation and Series 63 license. She has 43 years of industry experience with a career spanning Eagle Strategies, Merit Financial & Insurance Solutions, and New York Life Insurance Company. Outside of her advisory work, she serves as a board member for the Conflict Resolution Institute, volunteering to mediate small claims court disputes. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various advisory programs and emphasizes tailored recommendations, with a substantial portion of assets managed on a non-discretionary basis.

Carol Cory is a CFP® with 46 years of industry experience, currently with PlanMember Securities Corporation since 1998. She is also co-owner and secretary-treasurer of Surety Investment Services, where she has been involved since 1982. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options. The firm employs a strategic asset allocation framework and manages risk-based mutual fund portfolios, delivering education and support services including seminars and personalized retirement planning.

Abigail Shek is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in serving Ultra High Net Worth clients. She provides foundational support across all phases of client service and relationship management, with a focus on multi-generational families. Abigail assists wealth creators, their children, and grandchildren in navigating critical life and legacy decisions. Abigail earned a Bachelor's Degree from the University of Missouri System and a Master’s Degree in Business Administration from Pepperdine University. She began her career with Merrill Lynch Wealth Management in 2018 and holds the Personal Investment Advisor (PIA) designation. Abigail lives in Chicago, IL, with her husband and two children.

Yelena Kalashnikova is a financial advisor at TLG Advisors, Inc. with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including J.P. Morgan Securities, Wescom Financial Services, and CUSO Financial Services. Outside of her advisory role, she serves as a certified swim official for USA Swimming. TLG Advisors, Inc. serves a diverse client base including individuals, trusts, charitable organizations, corporations, and institutional investors. The firm’s investment approach focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, and it offers both customized portfolio management and a direct-to-consumer digital program.

Scott Poelman is a financial advisor at Lido with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Olympus Wealth Management and CS Planning Corp. Poelman serves as a trustee for multiple family trusts involved in estate planning investments. Lido advises a diverse client base including high-net-worth individuals, family offices, and institutional entities, offering investment management, financial planning, and family office services. The firm uses an integrated wealth-management approach and is notable for its active sub-advisory roles and a range of affiliated capabilities in trust, tax, insurance, and brokerage services.

Sarah Penelope Grant is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2022, following prior roles at JPMorgan Chase Bank NA and JPMorgan Securities LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including functioning as a security-based swap dealer and futures commission merchant.

Sagar Sheth is a financial advisor at Lido with a Series 66 designation and seven years of industry experience. He has held positions at firms including TD Ameritrade, Charles Schwab, Fidelity, and Morgan Stanley before joining Lido. Outside of his advisory work, he is a partner in a food and beverage production business. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional entities, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach utilizing a range of asset classes and option strategies, and it is notable for its active sub-advisory role with several investment funds and extensive affiliated capabilities.

Bruce Mandel is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and having 41 years of industry experience. His prior roles include long-term positions at Oakwood Capital Management and its division ACORN Digital Wealth. He serves as a trustee for The Luskin Orthopedic Institute for Children, participating in volunteer oversight and community outreach activities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through diversified, risk-class-based allocations that combine passive and active management with quantitative and fundamental analysis.

Nubia Alvarenga is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and seven years of industry experience. She has been with Citibank since 2006, totaling 20 years in her broader career. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional scale with specialized market roles and proprietary research capabilities.

Raymond Lew is a financial advisor at Oppenheimer with 32 years of industry experience. He holds a Series 63 designation and has worked at Fahnestock & Co. Inc. since 2003. Based in Los Angeles, CA, he is affiliated with one of the larger advisory firms in the industry. 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 a range of programs including asset management, consulting, and retirement services, with advisory portfolios covering equity, balanced, and fixed income strategies.

Mark Roman is a financial advisor with Oppenheimer in Los Angeles, CA, holding a Series 66 designation and 13 years of industry experience. He has worked at Oppenheimer since 2017 and previously spent one year with Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and services, including discretionary and non-discretionary management, with an emphasis on strategic asset allocation, manager selection, and comprehensive portfolio oversight.

Jon Carrier is a financial advisor at Cresset Asset Management, LLC with three years of industry experience. He holds a Series 65 designation and previously worked with the Los Angeles Rams and the National Football League. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, offering services such as wealth management, financial planning, and discretionary portfolio management with a disciplined, risk-aware approach that incorporates active and passive strategies across multiple asset classes.

Ronald Flores is a financial advisor at Capital Group Private Client Services, Inc. with two years of industry experience. He previously worked for Capital Group Companies for ten years. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach and fundamental research to manage client portfolios through separately managed accounts, affiliated funds, and alternative investment options.

Javier Jimenez is a CFP® with seven years of industry experience, currently advising clients at Lido. His prior roles include positions at Copperwynd Financial, Vanguard, Edward Jones, and ComCap Advisory. Outside of his advisory work, he serves as Treasurer of the Woodland Springs Association in Arizona. Lido advises a diverse client base, including high-net-worth individuals, family offices, trusts, and corporations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach, balancing asset allocation across multiple asset classes and using tactical and defined-risk option strategies implemented through various managed accounts and affiliated entities.