Michael Reid is a CFA® charterholder with 16 years of industry experience. He is currently with Lido Advisors, LLC, where he has worked since 2025, and previously spent 36 years at Exchange Capital Management, Inc. He is involved with Whiskey Lake Partners, LLC, a firm formed to acquire and manage intellectual property rights related to generic top-level domain names. 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.

Andrea Graham is a financial advisor with CWM, LLC and holds a Series 66 designation. She has 24 years of industry experience, including roles at Cetera Wealth Services, LPL Financial, and Applied Financial Planning. In addition to her advisory work, she is licensed as an insurance agent selling life and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools to provide a range of investment and retirement-plan services.

Miles Kilstofte is a financial advisor with PlanMember Securities Corporation, holding a CFP® designation and Series 63 and 65 licenses, with 15 years of industry experience. He has worked at PlanMember since 2011 and also serves as Business Development Manager at Surety Investment Services. Outside of finance, Kilstofte is active as a band member, songwriter, and musician. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary guidance and a range of investment options through its asset allocation portfolios. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios spanning conservative to aggressive strategies.

Adolph Kristunas is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. His prior work history includes roles at Starbucks, New York Life, Lowes, Amazon, and the Tunkhannock Area School District. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary 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.

Shane Huey is a financial advisor at Hightower Advisors in Los Angeles, holding a Series 65 designation with six years at the firm. He began his career at Hightower Advisors in 2020 following seven years as a student. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers supported by proprietary research and customizable portfolio construction.

Joshua Fein is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has operated BSF Advisors since 2012, an independent financial services practice through which he provides investment advice concurrently with his role at Private Advisor Group. Mr. Fein is also a licensed realtor, though he currently does not devote time to real estate activities. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing multiple strategies and third-party platforms to tailor solutions to client objectives and risk tolerances.

Eileen Shahnazari is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of her advisory role, she is involved in providing in-home supportive services for elderly parents. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and operates with a scale and market role that includes in-house research, derivatives services, and customized lending solutions.

Jason Min is a financial advisor with Eagle Strategies (New York Life) based in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with New York Life Insurance Company since 1999. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working extensively with defined contribution and defined benefit plans as well as charitable and corporate clients.

Henry Hagenbuch is a financial advisor at Lido with eight years of industry experience. He holds a Series 65 designation and has worked at several firms including Robertson Stephens Wealth Management, Mercer Global Advisors, and ClearRock Capital. Outside of his advisory role, he owns NH Ventures, LLC, a pass-through entity for his personal private investments. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and other entities. The firm provides investment management, financial planning, and family office services, employing a diversified investment approach that includes options-based strategies and the use of third-party managers and sub-advisers.

Keri Kutakoff is a financial advisor at Lido with 20 years of industry experience and holds the ChFC®, Series 65, and Series 63 designations. Her prior roles include positions at Chelsea Financial Services, Fountainhead AM, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. She also serves as a general agent overseeing life insurance advisors with National Life Group. Lido advises 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 employs an integrated wealth management approach with diversification across multiple asset classes and options-based strategies, managing many assets on a discretionary basis and collaborating with third-party managers and sub-advisers.

Nelson Chavez is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding a Series 66 designation and 17 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC and has operated a car rental business, Turo, since 2020. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

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 with Rockefeller Financial LLC, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Merrill and Bank of America. He is based in Los Angeles, CA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Robert Amoruso is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA, holding a Series 66 designation and 17 years of industry experience. He has previously worked at The Leaders Group Inc and M Holdings Securities, Inc., and serves as CEO of Gideon Strategic Partners LLC. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, corporations, and institutional investors, providing portfolio management, financial planning, and fiduciary services. The firm’s investment approach emphasizes manager selection and diversification using fundamental analysis and Modern Portfolio Theory, supported by a network of independent advisors and sub-advisors.

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 with NewEdge Advisors who holds Series 66 and Series 63 licenses and has 24 years of industry experience. Prior to joining NewEdge Advisors in 2023, he worked for Raymond James & Associates from 2015 to 2023. He also serves as Managing Director for Fixed Insurance / Fixed Annuity products and as trustee of the Friedman Family Trust. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management, planning, and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.