Kayla Kaltenecker is a CFP® with eight years of industry experience, currently serving at Lido Advisors, LLC. She has worked at Lido since 2017, following a year at J & Y Business Group and operates Kaltenecker Inc., an accounting firm where she assists as a data entry assistant. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional clients. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies and operates a network of affiliated entities offering comprehensive financial, trust, tax, insurance, and brokerage services.

Alexander Nikolenko is a financial advisor with TLG Advisors, Inc. and holds Series 63 and Series 65 credentials. He has 27 years of industry experience and has worked at Zey Financial Group Inc. since 2015 and The Leaders Group, Inc. since 2011. Outside of his advisory role, he is involved in multiple insurance-related businesses focusing on traditional life, long-term care, and disability insurance products. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Lewis Shore is a financial advisor at Lido with 51 years of industry experience. He holds a Series 63 designation and has worked at firms including Private Wealth Strategies, Lincoln Investment, and Shore Morgan Young Wealth Strategies. In addition to his advisory role, he is involved in the sale and service of life and health insurance products. Lido serves a broad range of clients, including high-net-worth individuals, family offices, and institutions, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that includes tactical and defined-risk option strategies and is active in sub-advisory roles for ETFs and other investment vehicles.

John Bute is a financial advisor at Lido with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America, Merrill Lynch, Wells Fargo Clearing, and Morgan Stanley. He is also the director of Lido Tax LLC, where he oversees business planning and operational management. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with a focus on tactical and defined-risk option strategies and maintains a notable role as a sub-adviser to investment funds such as the VanEck U.S. Equity Buffer ETF.

Adam Quarello is a financial advisor at Oppenheimer with 24 years of industry experience. He has been with Oppenheimer since 2009 and previously worked at UBS Financial Services and Ameriprise. Outside of his advisory role, he performs music in public. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, including high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, with a mix of discretionary and non-discretionary management.

Brock Niederer is a Series 65-licensed advisor at Lido with one year of industry experience. Prior to joining Lido Advisors, LLC, he worked at Spire Outsourcing and spent several years in education, including three years at BYU Idaho. Lido serves a diverse client base, including high-net-worth individuals, family offices, trusts, and institutional investors, providing comprehensive investment management and wealth services. The firm employs an integrated wealth-management approach with a focus on tactical and defined-risk option strategies, and it is notable for its active sub-advisory roles and extensive affiliated capabilities.

Bradley Bronk is a financial advisor at Commonwealth Financial Network with 20 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Commonwealth since 2009. Outside of his advisory role, he is involved in fixed insurance sales at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Matthew Willis is a financial advisor with Rockefeller Financial LLC in Los Angeles, CA, holding a Series 66 designation and 12 years of industry experience. He has worked at Rockefeller Capital Management and Wells Fargo Advisors among other firms. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating also as a registered broker-dealer with a consolidated investment platform that includes direct portfolio management and access to third-party managers.

Barry Newman is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has worked in related Ameritas entities since 2011, including Ameritas Investment Corp and Ameritas Life Insurance Corp. Prior to joining Ameritas, he spent nine years at StanCorp Investment Advisers, Inc. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes various investment vehicles and program platforms to build diversified portfolios, supported by in-house models, third-party managers, and technology, while maintaining operational practices such as converting holdings to lower-cost mutual fund share classes.

Mark Weinberg is a financial advisor at Oppenheimer in Los Angeles, CA, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has worked at Oppenheimer since 2003 and previously with CIBC World Markets Corp. from 1998 to 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs across equity, balanced, and fixed-income portfolios, employing strategic and tactical asset allocation, manager selection, and customized consulting and retirement services.

Daniel Chesler is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade, Charles Schwab Bank, and New England Securities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and selected Charles Schwab & Co.-referred clients. The firm’s approach is based on standard asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Ariel Da Silva is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked with Oakwood Capital Management and its division ACORN DIGITAL WEALTH before joining Wealth Enhancement Advisory Services in 2021. Based in Los Angeles, CA, his career spans roles at multiple firms within the wealth management sector. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers comprehensive financial planning and asset management services, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Louis Kim is a financial advisor at Lido with one year of industry experience and holds a Series 66 designation. He previously worked at MKL Capital Management LLC, Paceline Partners, The Leaders Group Inc, and Gideon. Outside of his advisory role, he is the managing member of Big D Hotel, LLC, an investment vehicle related to a hotel in Dallas, Texas. Lido serves a wide range of clients including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies and acts as a sub-adviser to various investment funds, supported by affiliated entities providing trust, tax, insurance, and brokerage services.

David Hou is a financial advisor at MAI Capital Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Evoke Wealth, LLC, First Republic Investment Management, Inc., Luminous Capital, LLC, and Merrill. MAI Capital Management, LLC provides investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies using various investment vehicles while integrating financial planning and tax services.

Maher Askary is a financial advisor at Lido with a Series 65 credential and experience at firms including Envision Capital Group, Partners Capital Group, and AD Asset Management. He has served as managing director of an investment fund for commercial real estate that is currently closing. Lido provides investment management and wealth-planning services to a diverse client base, including high-net-worth individuals, family offices, and institutional investors. The firm uses an integrated wealth-management approach that includes tactical option strategies and active sub-advisory roles, supported by a broad network of affiliated entities.

Adam Castillo is a financial advisor at Lido with the Series 66 designation and four years of industry experience. Prior to joining Lido in 2022, he worked at LPL Financial and has experience with Mondelez International and California State University of San Marcos. He was also involved with the North County Basketball Officials Association from 2018 to 2020. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional clients, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with a range of asset allocations and tactical option strategies, and is known for its active sub-advisory roles and affiliated capabilities in trust, tax, and brokerage services.

Jeffrey Kaufmann is a financial advisor at Lido with 19 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Boston Private Wealth, SVB Wealth, Banyan Partners, 15430 Endeavour Drive, Inc., and UBS Financial Services. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and corporations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with a range of investment strategies and maintains active roles in sub-advisory and investment-company services.

Jordan Sadoff is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation. He has been with the firm since 2026 and has prior experience at Skechers as well as roles at UCLA and the University School of Milwaukee. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.

Kevin Friedman is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2017. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he instructs law enforcement and military personnel in defense tactics and serves on the Tucson Delta Chi Alumni Board. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a wide range of investment and financial planning services using both discretionary and non-discretionary approaches, with a notable portion of assets managed on a non-discretionary basis.

Louis Flamino is a financial advisor at Lido with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Lido Advisors, LLC since 2016 and at Lido IDB Wealth, LLC since 2024. Flamino performs services for both entities under a services agreement, though he is employed and compensated by Lido Advisors, LLC. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering integrated wealth management, financial planning, and family office services. The firm employs a tactical investment approach that includes options strategies and manages approximately $42.5 billion in assets across discretionary accounts, sub-advisers, and affiliated private funds.