Brock Niederer is a Series 65-licensed financial advisor at Lido with one year of industry experience. His prior roles include positions at Spire Outsourcing and BYU Idaho, with six years in full-time education before entering the financial sector. Lido serves high-net-worth and ultra-high-net-worth clients—including family offices, trusts, and charitable organizations—by providing investment management, financial planning, and family office services. The firm employs a diversified, integrated wealth management approach spanning multiple asset classes and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers.

Matthew Willis is a financial advisor with Rockefeller Financial LLC in Los Angeles, CA, holding a Series 66 designation and 11 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC before joining Rockefeller. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides a consolidated investment platform with discretionary and non-discretionary solutions across multiple asset classes.

Souheir Alrachid is a financial advisor with Eagle Strategies (NY Life) based in Los Angeles, CA, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at AXA Advisors and Farmers Financial Solutions. She serves as a board member of the Baccash Family Foundation, which provides grants to several healthcare and community organizations. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, emphasizing tailored recommendations and a predominantly non-discretionary asset management approach within the New York Life affiliate structure.

Alexander Gordon is a financial advisor at Mesirow Financial Investment Management, Inc. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at LPL Financial and Brown Wealth Management. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, pension and profit-sharing plans, government entities, charitable organizations, and other institutional clients. The firm integrates third-party managers and proprietary private investment products within diversified portfolios, applying both quantitative and qualitative due diligence across various asset classes.

Toan Thai is a financial advisor with Eagle Strategies (NY Life) in Rosemead, CA, holding the ChFC® and Series 63 designations and bringing 18 years of industry experience. He has been affiliated with Eagle Strategies since 2023 and has prior experience with Nylife Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse group of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working extensively with institutional sponsors and retirement investors.

Daniel Chesler is a financial advisor with Schwab Wealth Advisory in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at TD Ameritrade and Charles Schwab entities. Outside of his advisory work, he owns a rental property. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not manage client accounts on a discretionary basis.

Louis Kim is a financial advisor at Lido with one year of industry experience. He holds the Series 66 designation and has 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, a group investment vehicle related to a hotel in Dallas, Texas. 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 across multiple asset classes and offers investment management, financial planning, family office services, and retirement and estate planning.

Phong Luu is a CFA® charterholder and financial advisor at Cerity Partners LLC with three years of industry experience. Prior to joining Cerity Partners in 2022, he worked at Covington Capital Management for sixteen years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, estates, corporations, charitable institutions, and other institutional investors. The firm offers customized portfolios with a focus on diversified asset allocation and provides a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

David Hou is a financial advisor at MAI Capital Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Inbalance Advisors, Evoke Wealth, and First Republic Investment Management. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and serves in both advisory and product-sponsor roles, including investment advisory to a registered mutual fund and management of private funds.

Warren Sypinero is a CFP® and CFA® with 15 years of experience in the financial services industry. He is currently with First Citizens Investor Services, Inc. and has prior experience at firms including Fidelity Brokerage Services, Union Bank, and TIAA. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management, supported by fundamental, quantitative, and technical analysis, and benefits from its affiliation with a bank holding company.

Maher Askary is a Series 65-credentialed advisor at Lido with experience spanning several firms since 2016. He has held positions at Lido Advisors, Envision Capital Group, Partners Capital Group, AD Asset Management, and Yield Investments LTD. Outside of his advisory roles, Askary has served as managing director of AD Asset Management, a commercial real estate investment fund currently in the process of closing. 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 emphasizing diversification across multiple asset classes and options-based strategies, managing assets both directly and through affiliated pooled vehicles.

Warren Johnson is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with large institutional scale and unique market roles.

Adam Castillo is a financial advisor at Lido with four years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Cambridge Management Group, Mondelez International, and California State University of San Marcos. Outside of finance, he was involved with the North County Basketball Officials Association for two years. 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, typically managing assets on a discretionary basis while utilizing third-party managers as appropriate.

Jeffrey Kaufmann is a financial advisor at Lido with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lido Advisors, LLC since 2021, following six years at Boston Private Wealth LLC. Based in Los Angeles, CA, he provides advisory services within a firm that serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. Lido employs an integrated wealth management approach that includes diversification across multiple asset classes, implements options-based strategies such as its “Cap and Cushion” method, and manages assets primarily on a discretionary basis while utilizing third-party managers and sub-advisers as appropriate.

Louis Flamino is a financial advisor with Lido, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Lido Advisors, LLC since 2016 and also provides services for IDB Lido Wealth, LLC under a contractual agreement. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and other entities, offering investment management, financial planning, and family office services. The firm employs a diversified investment approach that includes equities, fixed income, structured notes, real estate debt, and alternatives, along with options-based strategies implemented directly in client accounts and pooled vehicles.

Kevin O’Regan is a CFP® credentialed financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 19 years of industry experience. He has previously worked at Blackstone Advisory Partners L.P. and The Blackstone Group, and has been with Kayne Anderson Rudnick since 2019. He also holds Series 63 and Series 66 licenses. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, family offices, and high-net-worth individuals. The firm focuses on fundamental, company-level research and incorporates proprietary governance and sustainability assessments in its portfolio construction, managing a range of active equity and fixed-income strategies.

Arman Harutyunyan is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Eagle Strategies, he worked at Bank of America and in healthcare-related roles. Outside of advising, he is employed as a caregiver through In-Home Supportive Services. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and mostly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Samuel Melchiorre is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and seven years of industry experience. He has been with City National Rochdale since 2018 and worked at PFM Asset Management from 2016 to 2018. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, nonprofit organizations, and government entities. The firm employs an active, multi-strategy investment approach that integrates quantitative screening, fundamental analysis, and proprietary tools to create tailored portfolios across various asset classes.

David Sadkin is a financial advisor at Hightower Advisors with 20 years of industry experience and holds a Series 66 designation. He previously worked with Bel Air Investment Advisors and Bel Air Securities LLC for 15 years and was a partner at Bel Air Management Company LLC. Sadkin serves on the finance and investment committees of The Buckley School and Temple Israel of Hollywood, as well as the investment committee of Cedars Sinai Medical Center. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research in its portfolio construction.

Dylan Fagundes is a financial advisor at Lido with a Series 65 credential and one year of industry experience. His prior roles include positions at Pacific Premier Trust, Kroenke Sports & Entertainment, and Jacquard Hotel. 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, utilizing an integrated wealth management approach with diversification across various asset classes and options-based strategies.