Maher Askary is a Series 65-credentialed advisor at Lido with experience spanning several firms since 2016. He has held positions at Lido Advisors, Envision Capital Group, Partners Capital Group, AD Asset Management, and Yield Investments LTD. Outside of his advisory roles, Askary has served as managing director of AD Asset Management, a commercial real estate investment fund currently in the process of closing. 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 emphasizing diversification across multiple asset classes and options-based strategies, managing assets both directly and through affiliated pooled vehicles.

Adam Castillo is a financial advisor at Lido with four years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Cambridge Management Group, Mondelez International, and California State University of San Marcos. Outside of finance, he was involved with the North County Basketball Officials Association for two years. 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 that includes diversification across multiple asset classes and implements options-based strategies, typically managing assets on a discretionary basis while utilizing third-party managers as appropriate.

Jeffrey Kaufmann is a financial advisor at Lido with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lido Advisors, LLC since 2021, following six years at Boston Private Wealth LLC. Based in Los Angeles, CA, he provides advisory services within a firm that serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. Lido employs an integrated wealth management approach that includes diversification across multiple asset classes, implements options-based strategies such as its “Cap and Cushion” method, and manages assets primarily on a discretionary basis while utilizing third-party managers and sub-advisers as appropriate.

Christopher Wisdom is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and having eight years of industry experience. His prior work includes roles at Eaton Vance Distributors, Parametric Portfolio Associates, and various public sector positions. Outside of his advisory work, he plans to provide in-home support services to a disabled adult through a county-funded program. Voya Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, and corporations. The firm employs a range of model portfolios and manager-driven strategies, primarily operating through non-discretionary accounts, and integrates an advisory platform with an active broker-dealer distribution model and extensive affiliate network.

Louis Flamino is a financial advisor with Lido, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Lido Advisors, LLC since 2016 and also provides services for IDB Lido Wealth, LLC under a contractual agreement. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and other entities, offering investment management, financial planning, and family office services. The firm employs a diversified investment approach that includes equities, fixed income, structured notes, real estate debt, and alternatives, along with options-based strategies implemented directly in client accounts and pooled vehicles.

Arman Harutyunyan is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Eagle Strategies, he worked at Bank of America and in healthcare-related roles. Outside of advising, he is employed as a caregiver through In-Home Supportive Services. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and mostly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Samuel Melchiorre is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and seven years of industry experience. He has been with City National Rochdale since 2018 and worked at PFM Asset Management from 2016 to 2018. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, nonprofit organizations, and government entities. The firm employs an active, multi-strategy investment approach that integrates quantitative screening, fundamental analysis, and proprietary tools to create tailored portfolios across various asset classes.

David Sadkin is a financial advisor at Hightower Advisors with 20 years of industry experience and holds a Series 66 designation. He previously worked with Bel Air Investment Advisors and Bel Air Securities LLC for 15 years and was a partner at Bel Air Management Company LLC. Sadkin serves on the finance and investment committees of The Buckley School and Temple Israel of Hollywood, as well as the investment committee of Cedars Sinai Medical Center. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research in its portfolio construction.

Jennifer Joseph is a financial advisor with Eagle Strategies (NY Life) based in Santa Clarita, CA, holding Series 65 and Series 63 licenses and five years of industry experience. Her background includes roles with NYLIFE Securities LLC, New York Life Insurance Company, and FM Global. She is also involved with the United States Youth Volleyball League. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes customized recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Dylan Fagundes is a financial advisor at Lido with a Series 65 credential and one year of industry experience. His prior roles include positions at Pacific Premier Trust, Kroenke Sports & Entertainment, and Jacquard Hotel. 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, utilizing an integrated wealth management approach with diversification across various asset classes and options-based strategies.

Kang Lee is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked at several firms, including First Republic Securities Company, LLC, JP Morgan Chase Bank, N.A., and Miramontes Capital, LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, and offers investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program partnered with SigFig and a Managed Account program, operating also as a broker-dealer and insurance agency.

Jacob Eggett is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Lido Advisors, LLC since 2025. He previously worked for nine years at Copperwynd Financial, LLC. Outside of his advisory role, Eggett is a trustee of a family trust connected to an online food blog. 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 that includes diversification across multiple asset classes and implements options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Matthew Bloom Krull is a CFP® professional with 19 years of industry experience and is currently with Lido Advisors, LLC. He previously worked for Olympus Wealth Management, LLC for 10 years. Krull serves as a board member for Methodists Helping Methodists, a nonprofit organization in Utah. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm provides integrated wealth management services including investment management, financial planning, family office services, and estate planning, employing a diversified investment approach that incorporates equities, fixed income, structured notes, real estate debt, and alternative strategies.

Roberto Paredes is a financial advisor at Lido with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mariner Wealth Advisors and Msec, LLC. He has been with Lido Advisors since 2021. 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 that includes diversification across multiple asset classes and implements options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers when appropriate.

Fakhr Alavi is a financial advisor at Prime Capital Financial with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameritas Investment Corp and 20/20 Capital Management, Inc. In addition to advisory work, he is involved in the sale and service of fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm provides a range of services including asset management, financial planning, retirement plan administration, and family office offerings, using both discretionary and non-discretionary investment approaches.

Parsa Talehakimi is a financial advisor at Citigroup Global Markets holding a Series 66 designation with experience beginning in 2023. His prior roles include positions at The Barthwell Group, Wells Fargo, and Gelfand, Rennert, & Feldman. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and operates with significant institutional scale and specialized market roles.

James Patton is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Independent Financial Group since 2017 and previously at National Planning Corporation from 2014 to 2017. Patton is also involved in writing a weekly financial digest and holds ownership interests in tax and accounting services through Primary Wealth Partners. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that serves individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, utilizing multiple advisory programs and third-party asset managers to meet client investment profiles.

Diana Sawiris is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 22 years of industry experience. She has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale with specialized market roles and arrangements.

Robert Lawton is a financial advisor at Lido with a Series 65 credential and one year of industry experience. His prior work includes roles at GreensLedge and the University of Wisconsin, Madison. 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 incorporating diversification across multiple asset classes and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers and sub-advisers as appropriate.

Blake Douvros is a financial advisor with PlanMember Securities Corporation in Agoura Hills, CA, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked concurrently with Legacy Financial Group and operates a self-employed insurance sales practice. Outside of finance, Blake has experience as a Digital Asset Specialist in retail and e-commerce graphic design with Guitar Center, Inc. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering education, support, and a risk-based mutual fund portfolio approach ranging from conservative to aggressive.