Caleb Mordue is a financial advisor at Lido with a Series 65 designation and one year of industry experience. Prior to joining Lido, he worked at John Henry Smith Insurance for three years and was affiliated with the Church of Jesus Christ of Latter Day Saints for two years. He also has five years of experience in full-time education. Lido serves high‑net‑worth and ultra‑high‑net‑worth clients, including family offices, trusts, estates, and charitable organizations, offering investment management, financial planning, and related services. The firm employs a diversified, integrated wealth management approach and frequently manages assets on a discretionary basis, including options-based strategies and sub-advisory roles for registered investment companies.

Chad Slaughter is a financial advisor at Lido with 12 years of industry experience. He holds Series 65 and Series 66 designations. His prior work includes roles at Mercer Global Advisors and Fifth Third Securities. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices and charitable organizations, providing investment management, financial planning, and family office services. The firm employs a diversified, integrated wealth management approach and is notable for its options-based strategies and sub-advisory roles with registered investment companies.

Gene Coppa is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at C2 Financial Corp, Finance of America SBA Skyline Home Loan, and American Family Life Assurance Company, among others. Outside of advisory work, he is president of Coppa Law Group, where he practices law, and he provides real estate and mortgage consulting through The Financial Firm, Inc. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm’s investment approach primarily utilizes model portfolios and third-party managers, delivering services through multiple platforms such as Transamerica ONE, TFA365 Advisory Program, and Transamerica ALPHA.

William Russell is a financial advisor with Kayne Anderson Rudnick Investment Management, LLC, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at Cornerstone Wealth, Roberts & Ryan Inc, Investifi Securities LLC, Cambridge Investment Research, Inc., Strategic Project Solutions, Inc., and Scotia Capital (USA) Inc. Kayne Anderson Rudnick provides discretionary and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, registered investment advisers, pension plans, and individual clients. The firm emphasizes fundamental, quality-oriented equity research and offers a range of strategies across market capitalizations and sectors, serving notable clients such as sovereign wealth funds and banking institutions.

Akop Kara Simonyan is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has seven years of industry experience. He has been with Citibank since 2014. Outside of his advisory role, he is a member of JT SCOTT LLC, where he manages residential property expenses and rent collection. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs that utilize multi-asset, multi-manager strategies through discretionary and non-discretionary approaches. The firm combines institutional scale with specialized market roles, including in-house research, swap dealing, and futures commission merchant services.

Phuong Thuy Dinh is a financial advisor at MAI Capital Management, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at firms including Evoke Wealth, LLC, First Republic Securities Company, LLC, First Republic Investment Management Inc., and UBS Financial Services Inc. since 2013. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers services such as trust administration and insurance through affiliated entities.

Aidan Schifano is a financial advisor at IEQ Capital, LLC, with a Series 65 designation and one year of industry experience. Prior to joining IEQ Capital, he held positions at Wellington Management and Harvard Medical, and has experience working in tutoring and club environments. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, focusing on separately managed accounts and family-office services. The firm’s investment approach integrates centralized macro and manager research with access to alternative investments and specialized capabilities such as digital asset exposure and PPLI sub-advisory services.

Max Kayajanian is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He previously worked at Oakwood Capital Management LLC for seven years before joining Wealth Enhancement in 2019. 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, employing a diversified, risk-class based investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Eric Taslitz is a financial advisor with Lido Advisors, LLC, holding Series 63 and Series 65 designations and over 30 years of industry experience. His prior roles include positions at Avitas Wealth Management, LLC, PKS Advisory Services, LLC, and UBS Financial Services Inc. He is also involved as a principal in alternative investment management through Avitas Capital Management and Avitas Capital Partners. Lido Advisors serves high-net-worth and ultra-high-net-worth clients, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach with diversification across multiple asset classes and offers discretionary asset management alongside access to third-party managers and sub-advisers.

Luke Daniel is a CFP® with 19 years of industry experience, currently serving at Lido Advisors, LLC. His prior experience includes sixteen years at Sargent Bickham Lagudis, LLC. Outside of his advisory role, he is the manager and owner of LD Flips, LLC, a real estate entity focused on rehabilitating and selling properties acquired through tax lien auctions. 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 implements options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Dominik Elmasian is a financial advisor at Lido with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Lido Advisors, Boston Private Wealth, Edward Jones, Voya Financial Advisors, and Morgan Stanley. Elmasian is based in Los Angeles, CA. Lido serves high-net-worth and ultra-high-net-worth clients, 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.

Philip Sanchez is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Fifth Third Securities, Inc., where he has worked since 2026. Prior to that, he was employed at Ameriprise for three years and Comerica Securities, Inc. for seven years. Outside of his advisory role, Sanchez co-owns a driving school in South El Monte, California. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, and trusts through both investment advisory and brokerage services. The firm offers the Passageway Managed Account Program with multiple portfolio options and is a direct subsidiary of Fifth Third Bank.

Christopher De Salvo is a Series 65 licensed advisor at Lido with three years of industry experience. His background includes roles at Battelle and William Blair, as well as involvement with Music Solutions from 2016 to 2020. 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 multiple asset classes and implements options-based strategies both directly and through pooled vehicles, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Eric Furstner is a CFP® and ChFC® with 39 years of industry experience. He has worked at Lido Advisors, LLC since 2025, following seven years at Fountainhead Capital Management and nearly two decades at Mass Mutual. Since 1987, he has also been principal of The Furstner Group, Inc., where he sells and services insurance clients. 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 with diversification across multiple asset classes and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers.

Kayla Schneider is a CFP® and CFA® with five years of industry experience. She is currently an advisor at Lido, joining the firm in 2024 after nine years at Pegasus Partners. Lido provides wealth management services to 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 investment approach that includes diversification across multiple asset classes and options-based strategies, typically managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Stephanie Schaaf is a CFA® charterholder with 10 years of industry experience. She has worked at Hightower Advisors since 2019 and also has experience with LourdMurray and City National Rochdale Investment Management. She is based in Beverly Hills, CA. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management along with access to various investment vehicles and proprietary research.

Jackleen Sawiris is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. She also owns and operates Duffy Kruspodin LLP, a tax preparation and accounting firm. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a primarily long-term investment approach.

Frank Willis is a financial advisor at Rockefeller Financial LLC with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Rockefeller Capital Management, Wells Fargo Clearing, and Bank of America. 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Benjamin Mueller is a financial advisor at Mariner with five years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, J.P. Morgan Securities, and PlanMember Financial Corporation. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal investment team and combines in-house research with third-party manager allocations across diverse asset classes.

Luke Foukas is a financial advisor at Lido with eight years of industry experience. He previously worked at Fountainhead Advisors, Btig, LLC, and Clarksons Platou Securities, Inc. Additionally, he is a licensed insurance agent in New Jersey for life insurance, though this activity occupies less than one hour per month. 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 with diversification across multiple asset classes and implements options-based strategies, managing assets on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.