Olivia Zaiya is a CFP® with nine years of industry experience. She currently works at Lido Advisors, LLC, where she has been since 2021. Prior to that, she worked at Callan Capital, LLC and Commonwealth Financial Network. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities, providing investment management, financial planning, family office services, and retirement and estate planning. The firm uses an integrated wealth management approach that includes diversification across various asset classes and options-based strategies, managing assets on a discretionary basis and collaborating with third-party managers when appropriate.

Blair Buick is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Lido in Los Angeles, CA. His prior experience includes roles at Innofovate LLC and The Renaissance Companies. Lido provides wealth management services to high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities, offering a diversified investment approach that includes equities, fixed income, alternatives, and options-based strategies. The firm manages assets on a discretionary basis and frequently serves as a sub-adviser to registered investment companies.

Sam Farhoumand is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Strategic Investors Group, Inc. since 2021 and has been associated with PlanMember Securities Corporation and Legacy Financial since 2017. Farhoumand also serves as a power of attorney and temporary company officer for a family-owned marketing company. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation approach to managing mutual fund portfolios and offers education and support services including personalized retirement planning and participant-level investment options.

David Sassen is a financial advisor at Rockefeller Financial LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. prior to joining Rockefeller Financial in 2022. 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 under a Private Advisor model and a consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer with capabilities including securities transactions, variable insurance products, and placement and investment banking services.

Matthew Sealy is a Series 65-credentialed advisor with four years of industry experience, currently working at Lido Advisors, LLC since 2022. Prior to joining Lido, he held roles at BlastMotion Inc., San Diego State University, Mascot Factory, Westview High School, and the United States Soccer Federation. Lido serves high-net-worth and ultra-high-net-worth clients, including individuals, family offices, trusts, estates, charitable organizations, and corporations. 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 and utilizing third-party managers when appropriate.

Frederick Johnston is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Caleb and Brown Ltd, Fidelity Investments, and JPMorgan Chase & Co. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs along with execution and custody services. The firm operates with institutional scale and provides specialized roles such as security-based swap dealing and futures commission merchant services.

Dani Comart is a financial advisor at Lido with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank NA and JPMORGAN Securities LLC for nine years. Comart has been with Lido Advisors, LLC since 2020. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach with diversification across asset classes and implements options-based strategies directly and through pooled vehicles.

Jordan Friedman is a financial advisor at NewEdge Advisors with 24 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Raymond James & Associates for eight years before joining NewEdge in 2023. Outside of his advisory role, Friedman serves as Managing Director for Fixed Insurance and Fixed Annuity products. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and centralized due diligence to support client and advisor needs.

Sebastian Kim is a financial advisor at Eagle Strategies (NY Life) in Los Angeles, CA, with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been affiliated with Eagle Strategies since 2019. In addition to his advisory role, he operates an insurance brokerage licensed with outside carriers and owns the Sebastian Kim Agency Inc., which is used for corporate tax purposes. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Virginia Aaron is a financial advisor at Lido with 20 years of industry experience. She holds Series 66 and Series 65 licenses and has worked at Lido Advisors, Claybrook Capital, and Robertson Stephens Advisors and Securities. Lido provides wealth management services to high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities, offering diversified investment management, financial planning, and access to third-party managers. The firm employs an integrated investment approach including options-based strategies and typically manages assets on a discretionary basis.

Jonathan Padrnos is a CFP® with three years of industry experience, currently advising at Lido. He previously worked at Northwestern Mutual Wealth Management Company and its affiliated entities. Outside of finance, he operated a landscaping and gardening business for eight years. 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, including diversification across multiple asset classes and options-based strategies, typically managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Franklin Starz is a financial advisor at Cresset Asset Management, LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Financial LLC, California Bank & Trust, Boot Barn, Big Sky Resort, Chapman University, and MountainScapes. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes.

Michael Jacoby is a financial advisor at PlanMember Securities Corporation with 5 years of industry experience. He holds Series 63 and Series 65 designations and has worked at PlanMember since 2020. In addition to his advisory roles, Jacoby is involved in the hospitality industry as a server at Saddle Peak Lodge. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach to managing unitized, risk-based mutual-fund portfolios and offers educational support including seminars and personalized retirement planning.

Landon Thompson is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. He is currently with Lido Advisors, LLC and previously worked at Olympus Wealth Management, 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 offers integrated wealth management with diversification across multiple asset classes and implements options-based strategies, managing assets primarily on a discretionary basis and incorporating third-party managers as appropriate.

Dimitri Tsioutsiopoulos is a financial advisor with Schwab Wealth Advisory in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, including positions at Morgan Stanley and Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm conducts annual account reviews and supports client-directed investment decisions without discretionary trading authority.

Cenovio Melendez is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2021. Prior to that, he held various roles at Wells Fargo entities from 2008 to 2021. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including in-house research, derivatives services, and bespoke discretionary solutions.

David Grande is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has been with HSBC Securities and HSBC Bank USA since 2015. Outside of his advisory role, David owns and manages Grande Vault LLC, a business specializing in sourcing and reselling limited-release sneakers. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various discretionary and non-discretionary strategies. The firm uses a five-profile risk model and combines strategic asset allocation with due diligence from affiliated global asset managers, serving clients through personalized Investment Adviser Representatives.

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.

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.