Bradley Kaufman is a financial advisor at Lido with Series 63 and Series 65 credentials and four years of industry experience. His prior experience includes roles at TradeStation Securities, Integrated Financial Concepts, Cypress Insurance Group, and Liberty Mutual Insurance. 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 retirement and estate planning, utilizing an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Frank Napolitano is a financial advisor with Eagle Strategies (NY Life) in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Parkland Securities, NYLIFE Securities LLC, and New York Life Insurance Co. He is also the owner of FN Wealth Management Insurance Brokering, focusing on fixed life and fixed annuity products. Eagle Strategies serves a diverse clientele that includes individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Kwan Yoon is a financial advisor with Citigroup Global Markets in Los Angeles, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Citigroup Global Markets since 2007. 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, combining institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Viviana Ramirez is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds Series 65 and Series 63 credentials and has worked at firms including JPMorgan Chase Bank, First Republic Bank, and Northwestern Mutual. Ramirez is based in Pasadena, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Gary Madvin is an investment advisor with Kestra Advisory, holding the ChFC® and Series 63 designations and bringing 52 years of industry experience. He has held positions at multiple firms, including Kestra Investment Services and Financial Network Investment Corporation. Outside of advisory work, he is an author and co-wrote a published book with his cousin. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and advisor-managed accounts, serving clients that include large institutional investors and sovereign wealth funds.

Ryan Ramos is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds the CFP® designation and Series 66 license. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Cetera ADVISORS, Pierson Wealth Management, and Western International Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal oversight and research capabilities.

Andrew Hancock is a CFP®, ChFC®, and holds a Series 66 license with 11 years of industry experience. He is currently with Lido Advisors, LLC and has previously worked at SBC Wealth Management and Morgan Stanley. Based in Los Angeles, CA, Hancock has been advising clients since 2015. 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 a comprehensive wealth management approach, including investment management, financial planning, and estate planning, and employs diversified strategies across various asset classes while managing assets primarily on a discretionary basis.

Michael Laubenstein is a CFP® and holds a Series 66 license with 21 years of industry experience. He is currently with Capital Group Private Client Services, Inc., where he has worked since 2026. Prior to this, he spent 17 years at First Republic Securities Co./First Republic Trust Co. and three years at Northern Trust Securities, Inc./Northern Trust Bank in various advisory roles. Capital Group Private Client Services primarily provides discretionary investment management to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach called the “Capital System” along with separately managed account programs, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Michael Jaquez is a financial advisor at D.A. Davidson & Co. with credentials including the Series 66 designation. He began his advisory career in 2022 and has held positions at Edward Jones, New York Life, and Team Financial Partners. Outside of finance, he has worked in various roles including at Brookside Golf Course and in education at California State University of Los Angeles. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, offering ERISA retirement plan advisory, comprehensive financial planning, and wealth management programs. The firm operates under fiduciary standards and also serves as a municipal advisor, distinguishing it from many large enterprise advisers.

Jin Mun Low is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, Joymode Inc., and Standard Chartered Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Darnel Bentz is a financial advisor with Kayne Anderson Rudnick Investment Management, LLC, holding Series 63, 65, and 66 designations and bringing 23 years of industry experience. He has been with Kayne Anderson Rudnick since 2013. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a diverse client base, including institutional investors, high-net-worth individuals, and family offices. The firm focuses on fundamental, company-level research and incorporates proprietary governance and sustainability assessments across a range of active equity and fixed-income strategies.

Drew Bryant is a CFP®, ChFC®, and Series 65–licensed financial advisor with five years of industry experience. He has worked at MAI Capital Management, LLC since 2022 and previously held roles at Intersect Capital LLC and BNY Mellon Wealth. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and serves both advisory and product-sponsor roles, managing over $72 billion in assets.

Nicolas Bazarevitsch is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Valic Financial Advisors since 2013 and also holds a position as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants, offering managed-account programs, financial planning, and brokerage services through its broker-dealer operations.

Justin Walsh is a CFP® with two years of industry experience, currently serving as a financial advisor at Lido. Prior to joining Lido, he worked at Tolleson Wealth Management and several other financial firms. Lido advises high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations. The firm employs an integrated wealth management approach with diversification across multiple asset classes and implements options-based strategies, typically managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Michael Chen is a CFA® charterholder and holds a Series 65 license, currently serving as a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, with six years of industry experience. His prior roles include positions at First Foundation Advisors, RVW Wealth, and Suntrust Advisory Services. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach known as the “Capital System” and emphasizing fundamental research and a long-term investment horizon.

Grant Vahalla is a CFP® professional at Lido with 14 years of industry experience. Prior to joining Lido in 2023, he worked at TIAA-CREF and Tiaa from 2017 to 2023, and at Fidelity Brokerage Services LLC from 2012 to 2017. Outside of his advisory work, he is a co-owner of Launderland, a self-serve laundry business in Encinitas, California. 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, typically managing assets on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Gavin Stellpflug is a financial advisor at Lido with a Series 66 designation and two years of industry experience. Prior to joining Lido, he worked at Bank of America, Merrill, and Equitable Advisors. Outside of finance, he has experience as a self-employed coach and has worked in education and hospitality. 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 services including investment management, financial planning, and family office services, with a focus on diversification and options-based strategies implemented both directly and through pooled vehicles.

Arleta Hacopian is a Series 66 licensed advisor with Commonwealth Financial Network, based in Glendale, CA, and has 7 years of industry experience. She has worked with Advisory Group West since 2003. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages around $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Mark Chen is a CFP® and ChFC® with 14 years of industry experience. He currently works at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A., having joined these firms in 2022. His prior experience includes roles at The Leaders Group, Inc., Vanbridge (Wholesale), and Unionbanc Investment Services. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm utilizes a range of program types and risk profiles, combining strategic and tactical asset allocation with manager selection and ongoing monitoring, and serves clients through both discretionary and non-discretionary portfolio options.

Nicholas Hixon is a CFP® professional at Lido with four years of industry experience. He previously worked at Shore Morgan Young and Lincoln Investment. 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 multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis while utilizing third-party managers and sub-advisers when appropriate.