Edward Gueits II is a financial advisor at Lido with 12 years of industry experience. He holds a Series 66 designation and previously worked at Personal Capital Advisors and Empower Advisory Group. 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, and family office services using a diversified, options-based approach implemented through discretionary management and third-party sub-advisers.

Nicholas Sturgis is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Lido. His prior roles include positions at Waverly Advisors, Paces Ferry Wealth Advisors, Invesco, and John Hancock. 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 focused on diversification across multiple asset classes and implements options-based strategies both in client accounts and pooled vehicles.

Colman Garvey is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior work history includes roles at Rivel Inc, i(X) Securities, and i(X) Net Zero PLC, as well as time at the University of Southern 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 offers investment management, financial planning, family office services, and retirement and estate planning, utilizing a diversified and options-based investment approach across various asset classes.

Abraham Galvez is a financial advisor at PlanMember Securities Corporation with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked in financial advisory roles since 2023. Outside of finance, he is co-owner and accountant of NewHorizonsDMS, LLC, a digital marketing and accounting business. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation process with risk-based mutual fund portfolios and offers education, personalized planning, and support services to plan sponsors and participants.

Julinda Milla is a financial advisor at Lido with six years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley, Nuveen Securities LLC, Core Spaces, and Chauner Securities. 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 a diversified, integrated wealth management approach that includes options-based strategies and sub-advisory roles for registered investment companies.

Andrew Nathin is a CFP® at Lido with one year of industry experience. His prior roles include positions at Satovsky Asset Management, Kore Private Wealth, and Mariner Wealth Advisors. Outside of his advisory work, he has experience with Camp Scatico. 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 diversified strategies across multiple asset classes and manages assets both directly and through pooled vehicles, often using third-party managers and sub-advisers.

Paul Anello is a financial advisor at Lido with 21 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes four years at Fisher Investments and twelve years at FIDELITY Brokerage Services 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 employs an integrated wealth management approach with diversification across various asset classes and uses options-based strategies implemented both directly and through pooled vehicles.

Gary Levenstein is a financial advisor with Hightower Advisors, holding a Series 63 designation and 34 years of industry experience. His prior roles include positions at Lindbrook Capital, LLC and Jess S. Morgan & Co., Inc. Since 2022, he has served as a board observer for Endera Corp, a private company. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes proprietary research and a combination of affiliated and third-party managers. The firm serves pension plans, charitable organizations, corporations, trusts, and other financial institutions through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Matthew Meenan is a Series 65-licensed advisor at Lido with one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company, as well as LPL Financial. 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 with diversification across various asset classes and options-based strategies.

John Usry is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding Series 63 and Series 66 licenses and three years of industry experience. He previously spent 19 years at Aflac before joining New York Life and its affiliated firms. Outside of finance, he is active as a jazz saxophonist. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers customized advice through various program types, emphasizing non-discretionary asset management and working within an integrated New York Life affiliate structure.

Corrina Olson is a CFP® with nine years of industry experience, currently serving at Lido Advisors, LLC. Her prior roles include positions at Copperwynd Financial and The Vanguard Group, Inc., as well as an early career role at Grand Canyon University. She is also licensed as an Independent Insurance Agent in Arizona and Utah, though she spends minimal time in this capacity. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities, providing investment management, financial planning, and family office services. 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 and sub-advisers.

Elizabeth Miller is a financial advisor at Hightower Advisors with eight years of industry experience. She holds the Series 65 credential and has worked at Hightower since 2021, following five years at Bel Air. Based in Los Angeles, CA, she focuses on providing investment advisory services. Hightower Advisors delivers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a range of investment vehicles.

Gianni De La Cruz is a CFP® professional with 13 years of industry experience. He is currently with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., having previously worked for ten years at The Vanguard Group, Inc. in Los Angeles, CA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across various asset classes. Its advisory services utilize standard asset allocation models and Schwab research tools, with final trading decisions made by clients.

Ryan Wehr is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has been with Valic Financial Advisors since 2003 and is also involved with Agia, providing non-securities insurance products. Wehr is the owner of Wehr-Living, LLC, a company that rents semi-portable homes in areas with housing needs. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jennifer Mason is a financial advisor at Rockefeller Financial LLC with three years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Bank. Outside of her advisory role, she is an independent business owner involved in direct sales of health, home, and beauty products through Amway. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and access to alternative and private investments, supported by a designated Private Advisor for each client.

Mitchell Fedders is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior roles include positions at Strategic Group, Elizabeth Park Capital Management, and The Ohio State University Shoemaker Center. 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 wide range of services including investment management, financial planning, family office services, and retirement and estate planning, employing an integrated wealth management approach with diversification across multiple asset classes and options-based strategies.

Charleger Santiago is a financial advisor with Eagle Strategies (New York Life) based in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2006. Santiago serves as a board member for Community First Fund. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and offers a range of advisory programs, primarily managing assets on a non-discretionary basis.

Steven Simon is a financial advisor with Equity Services, Inc. in Beverly Hills, CA, holding the ChFC® and Series 63 designations and bringing 44 years of industry experience. He has been associated with Equity Services, Inc. since 1995 and with National Life Group since 1997. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and utilizes third-party asset managers and model portfolios.

Ricardo Ramirez is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds Series 63 and Series 65 licenses and has six years of industry experience. Ramirez has worked with Monarch Grove Wealth Strategies & Insurance Solutions LLC and RMR Insurance Solutions & Wealth Strategies, which he owns, brokering non-registered insurance products alongside his advisory role. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple programs and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.