Fazel Mostashari is a CFP® and PFS™ credentialed advisor with 11 years of industry experience. He is currently affiliated with TLG Advisors, Inc. and has previously worked with The Leaders Group Inc, Independent Financial Group, and Mostashari & Associates, Wealth Specialists. Outside of his advisory role, he is involved in accounting and tax advisory through an ownership interest in Dentist Nerds Inc. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, and institutional investors. The firm utilizes fundamental analysis and Modern Portfolio Theory in its manager selection and portfolio construction, offering services through independent advisors, sub-advisors, and a direct-to-consumer digital platform called Starlight Portfolios.

Garrett Gabriel is a financial advisor at Lido with a Series 65 designation and four years of industry experience. He has been with Lido Advisors, LLC since 2021. Prior to his advisory role, his work history includes positions outside of financial services, such as roles in the restaurant industry and other short-term employments. Lido advises 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, emphasizing an integrated wealth management approach that includes diversified asset classes and options-based strategies.

Daniella Amore is a CFP® with four years of industry experience currently working at Lido Advisors, LLC. Prior to joining Lido, she worked at Exchange Capital Management and has a background that includes roles at Eddie Bauer and Oakland University. She is also a Notary Public in the state of Michigan, providing services on an ad-hoc basis to existing clients. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs an integrated wealth management approach utilizing diversification across various asset classes and options-based strategies, managing assets primarily on a discretionary basis while using third-party managers and sub-advisers as needed.

Scott Berman is a financial advisor at Lido with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Coliseum Wealth Management and Triad Advisors. Outside of his advisory role, he is president and owner of The Hedgehog Group, a sales and business consulting firm. 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, including investment management, financial planning, and family office services, with a focus on diversification and options-based strategies implemented both directly and through pooled vehicles.

Joshua Markman is a financial advisor at Hightower Advisors with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Bel Air Investment Advisors LLC, Bel Air Securities LLC, and Bel Air Management Company LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes manager selection and multi-manager solutions through affiliated and third-party managers, utilizing proprietary research and a variety of investment vehicles.

Corrie Feldotto is a financial advisor with TLG Advisors, Inc. and holds a Series 66 designation. She has 12 years of industry experience, including roles at The Leaders Group Inc, GBS, Princor Financial Services Co, and Principal Life Insurance Co. Outside of her advisory work, she serves as a Senior Life Specialist in the insurance business. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services, delivering advice through independent representatives and a proprietary direct-to-consumer platform called Starlight Portfolios.

Nicholas Doddo is a financial advisor at Lido with six years of industry experience. He holds a Series 65 designation and has worked at Lido Advisors, LLC since 2020. Prior to this, his career includes roles at Veritonic Inc., Ayehu Software Technologies Ltd., and MVP Systems Software among others. 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 multiple asset classes and options-based strategies.

Eric Conner is a Series 65-licensed advisor at Lido with one year of industry experience. He previously worked at Pegasus Partners Ltd and Cortina Asset Management LLC, among other firms. 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 focused on diversification across various asset classes and implements options-based strategies both directly and via pooled vehicles.

Paul Knipping is a CFA® charterholder based in Los Angeles, CA, with 10 years of industry experience. He worked at Geneos Wealth Management Inc for 11 years before joining Lido Advisors, LLC, where he has been since 2024. 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 broad range of wealth management services, employing an integrated investment approach that includes diversification across multiple asset classes and options-based strategies, and frequently manages assets on a discretionary basis.

Alyssa Garcia is a financial advisor at Lido with a Series 65 designation and one year of industry experience. Prior to joining Lido, she worked at Kilpatrick Townsend and held various roles in academic and fitness settings. 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, employing an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Joseph Letrich is a financial advisor at Lido in Los Angeles, CA, with two years of industry experience. He holds a Series 65 designation and has worked at Lido Advisors, LLC since 2023, following prior roles at DePaul and The Mather Group, LLC. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities with investment management, financial planning, family office services, and estate planning. The firm employs an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers.

Howard Spielberg is a financial advisor at Lido with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Fidelity in various capacities from 2003 to 2025. Spielberg is based in Los Angeles, CA. Lido serves high-net-worth and ultra-high-net-worth clients, family offices, trusts, estates, and other entities by providing investment management, financial planning, family office services, and estate and retirement planning. The firm employs a diversified, integrated wealth management approach including equities, fixed income, structured notes, real estate debt, alternatives, and options-based strategies.

Brian Jun is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Los Angeles, CA. He holds the ChFC® designation and the Series 63 license, and has seven years of industry experience. His prior work includes roles with Nationallife Group, Farmers Insurance Group, and Farmers Financial Solutions. Outside of advising, he is involved in insurance agency operations through Golden Bells Insurance Agency and Worthington Financial Partners. Equity Services, Inc. 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 combining long-term strategies with options for shorter-term trading, serving clients through both discretionary and non-discretionary arrangements.

Alexandra Papell is a financial advisor at Lido with the ChFC® designation and five years of industry experience. She has worked at several firms including UBS Financial, Morgan Stanley Smith Barney, and Merrill. Prior to her advisory career, she served with AmeriCorps and has experience outside finance in the restaurant industry. Lido advises high-net-worth and ultra-high-net-worth clients including individuals, family offices, and charitable organizations. The firm employs an integrated wealth management approach with diversification across multiple asset classes and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Joseph Feinberg is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer since 2015. Feinberg serves as an advisory board member for the Young Chicago Authors Foundation, a nonprofit organization supporting youth through literary arts. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach incorporates manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and includes a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

Maher Tayara is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup Inc. since 2022, following six years at JP Morgan Chase Bank and JP Morgan Securities LLC. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees to select and monitor managers.

Jaime Hernandez is a financial advisor with SPC, holding the CFP® and Series 63 designations and bringing 30 years of industry experience. He has worked at Parkland Securities since 2014 and has been president of Jardez Financial & Insurance Services Inc. since 1993. Hernandez also operates Hernandez Insurance Agency, which he founded in 1973. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers.

Joseph Kuepper is a Series 65-licensed financial advisor with three years of industry experience, currently serving at Lido Advisors, LLC. His prior experience includes six years at Colorado Financial Management and one year with the United States Geological Survey. Lido advises high-net-worth and ultra-high-net-worth clients, family offices, trusts, estates, and other entities, providing investment management, financial planning, and family office services. The firm employs an integrated wealth management approach, utilizing diversified strategies across multiple asset classes and options-based tactics, and frequently acts as a sub-adviser for registered investment companies.

David Lundquist is a financial advisor at Lido with 21 years of industry experience and holds a Series 65 designation. He has been with Lido Advisors, LLC since 2017 and previously worked at Ken Stern & Associates and Churchill Management 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 employs an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies, managing assets on a discretionary basis and collaborating with third-party managers and sub-advisers.

Gretchen Zierolf is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Lido Advisors, LLC since 2024. Her prior experience includes roles at Hightower Advisors and Farr Miller & Washington, 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 an integrated wealth management approach with diversification across various asset classes and implements options-based strategies, managing assets on a discretionary basis and utilizing third-party managers and sub-advisers as appropriate.