Shawn Moran is a financial advisor at Lido with 10 years of industry experience. He holds a Series 65 designation and previously worked at Crawford Investment Counsel from 2013 to 2020 before joining Lido Advisors, 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 provides investment management, financial planning, family office services, and retirement and estate planning through an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Michael Davis is a CFP® professional currently with Lido, based in Los Angeles, CA, and has two years of industry experience. He previously worked at Pure Financial Advisors and GoSite. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices and charitable organizations, offering investment management, financial planning, and estate services. The firm uses an integrated wealth management approach with diversified asset strategies and options-based implementations, often managing assets on a discretionary basis and collaborating with third-party managers.

Gregory Meyer is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC since 2022. He previously worked for Pash & Benson International Ltd Inc for 19 years and NPB Financial Group, LLC for 16 years. Meyer also engages in insurance sales, offering life, health, disability, and long-term care insurance outside of his role at Independent Financial Group. Independent Financial Group is a large, integrated advisory and brokerage firm that provides investment advisory programs, financial planning, and retirement plan services to a diverse client base, including high-net-worth individuals, trusts, and business owners. The firm combines in-house and third-party investment models and operates both as a registered investment adviser and an active broker-dealer.

Kittiwat Sripom is a CFP® professional at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners, he worked at The Colony Group, LLC and HoyleCohen, LLC, accumulating seven years of experience at the latter. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm utilizes a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis along with access to third-party managers and alternative investment strategies.

Michael Karsa is a financial advisor at Lido with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Lido Advisors, LLC since 2015. Outside of his advisory role, he owns several holding companies related to private investments in sectors including online retail, restaurants, and cryptocurrency. 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 range of services including investment management, financial planning, family office services, and estate planning, employing an integrated wealth management approach that emphasizes diversification and options-based strategies.

Nils Dillon is a financial advisor at Lido with 14 years of industry experience. He holds a Series 65 designation and has worked previously at Pegasus Partners and Heck Capital Advisors. 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, family office services, and retirement and estate planning, using a diversified approach across multiple asset classes and options-based strategies.

Jessica Vongsaphay is a financial advisor at Lido with a Series 65 credential and two years of industry experience. She previously worked at Sequoia Financial Group, LLC for seven years and has an academic background from the University of Akron. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles, offering services including investment management, financial planning, and estate planning. The firm employs an integrated wealth management approach with diversified strategies across various asset classes and manages assets on a discretionary basis using both internal and third-party managers.

Alan Scott is a CFP® with 13 years of experience in the financial services industry. He is affiliated with PlanMember Securities Corporation and has concurrent experience as an independent insurance agent and a real estate sales agent since 2004 and 2012, respectively. His activities include acting as a real estate agent primarily for residential homes. PlanMember provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its proprietary asset allocation portfolios. The firm’s investment approach emphasizes a top-down strategic asset allocation with risk-based mutual fund portfolios and incorporates education and support services for plan sponsors and participants.

Samuel Waltman is a CFA® charterholder with 20 years of industry experience. He has been with Kayne Anderson Rudnick Investment Management, LLC since 2016. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, insurers, banks, family offices, endowments, registered investment advisers, and high-net-worth individuals. The firm emphasizes fundamental company-level research and incorporates proprietary governance and sustainability assessments into its investment process.

Ashley Calderon is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Rockefeller Financial LLC since 2019, including a role at Rockefeller Capital Management since 2024, and prior to that spent seven years at Merrill. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering a range of investment and placement banking services through a consolidated investment platform.

Carina Berlin is a CFP® and holds a Series 65 license, with 10 years of industry experience. She currently works at Kayne Anderson Rudnick Investment Management, LLC, where she has been since 2022. Prior to that, she was employed at Capital Group Private Client Services, Inc. and Capital Bank and Trust Company. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, registered investment advisers, pension plans, and individuals. The firm emphasizes fundamental, quality-oriented equity research and offers a range of strategies across market capitalizations and sectors, combining institutional-scale sub-advisory capabilities with a Wealth Advisory division.

Aplavya Gupta is a financial advisor at Mercer Global Advisors Inc. with six years of industry experience. He holds a Series 65 designation and previously worked at SB Capital Management, Inc. for six years. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial, retirement, tax, and estate planning services.

Timothy Briody is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, Merrill, New York Life, Edward Jones, Northwestern Mutual, and Quicken Loans, where he was employed for 14 years. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various advice programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm’s investment approach incorporates proprietary software and model portfolios developed by Morningstar Investment Management and serves a large client base with a focus on non-discretionary assets.

Tariq Maiden is a financial advisor at Lido with nine years of industry experience. His prior roles include positions at Ameriprise Financial Services and Northwestern Mutual Wealth Management Company. Outside the financial sector, he owns Riverside Pickling, a retail business. 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.

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 financial advisor at Lido with Series 63 and Series 65 licenses and four years of industry experience. He previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, Plante Moran, Wireless Revolution, Midway Dental Supply, and Erickson Living. 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.

David Moreno is a Series 65-licensed financial advisor at MAI Capital Management, LLC with one year of industry experience. Prior to joining MAI Capital Management, he worked at JP Morgan Chase for five years. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers integrated financial planning, tax, and administrative services.

Anthony Clay is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior roles include positions at Freestone Capital Management, Whittier Trust Company, Merrieman Wealth Management, and T12, as well as service in the United States Navy. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities by offering investment management, financial planning, and related services. The firm employs an integrated wealth management approach with diversified strategies across multiple asset classes and implements options-based strategies in client accounts and pooled vehicles.

Tia Peterson is a financial advisor at Mariner with a Series 65 credential and four years of industry experience. She has worked at several firms, including Advice Period and Mutual Advisors, LLC. Peterson’s background also includes roles outside traditional finance, such as work with Cielo Farms and involvement with Special Programs at Pepperdine University. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an Investment Committee and combines in-house research with third-party managers across a broad range of asset classes and strategies.

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.