Ben Hamblen is a financial advisor at Lido with 13 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Mass Mutual Life Insurance Company, Mass Mutual Investors Services, Hornor, Townsend & Kent, and Penn Mutual Life Insurance Company. Outside of his advisory role, Hamblen also manages insurance sales and service, including products from Penn Mutual Life. 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 a diversified investment approach that includes equities, fixed income, structured notes, real estate debt, and alternatives, and it frequently manages assets on a discretionary basis while incorporating options-based strategies.

Drew Clanton is a financial advisor with Hightower Advisors in Los Angeles, holding a Series 65 credential and currently beginning his advisory career. His prior experience includes roles at SteelPeak Wealth and involvement with nonprofit and community organizations such as House of Bread and City of Irvine Aquatics. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a manager selection approach with a mix of affiliated and third-party managers, offering services that include portfolio management, financial planning, and retirement consulting.

Jerry Nigro is a financial advisor at Lido with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Claybrook Capital, LLC and Robertson Stephens Advisors LLC. Nigro is based in Los Angeles, CA. 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, emphasizing an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Rosemary Martinez is a financial advisor at Principal Financial Services with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Principal since 1998. Martinez also serves as a bank trust officer, supporting Principal’s retirement plan account relationships across insurance, broker-dealer, and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Patrick Savage is a financial advisor with Lido, holding Series 65 and Series 63 designations and 21 years of industry experience. He has worked at Lido Advisors, LLC since 2024 and previously held roles at Pegasus Partners, North Capital Private Securities, Continental Properties, and Robert W. Baird & Co. 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 implements options-based strategies, managing assets primarily on a discretionary basis with access to third-party managers and sub-advisers.

Jonathan Drubner is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2025. His prior roles include positions at Lindbrook Capital, LLC, Intersect Capital LLC, and L & S Advisors, Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager investment approach that includes both affiliated and third-party managers, along with proprietary research and custom portfolio construction.

Evan Levy is a financial advisor at Lido with 13 years of industry experience. He holds a Series 65 designation and has been with Lido Advisors, LLC since 2015. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and corporations, offering investment management, financial planning, and family office services. 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.

Joseph Solomon is a CFP®-certified financial advisor with 39 years of industry experience. He is affiliated with LPL Financial and also provides investment advisory services through Private Advisor Group. Solomon has held various roles throughout his career, including leadership positions at Joseph Solomon Financial Group and Level Four Insurance Services. He is involved in tax preparation and accounting through Joseph Solomon Financial Group. LPL Financial serves a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team and flexible investment solutions tailored to client needs.

Sharon Scarpa is a Series 65-licensed advisor with Lido in Los Angeles, CA. She has seven years of industry experience, including six years at Fountainhead Capital Management and two years combined at Lido Advisors. Prior to her financial advisory career, she worked four years at Thirty-One Gifts. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, and other clients with investment management, financial planning, and family office services. The firm employs an integrated wealth management approach that includes diversified asset allocation and options-based strategies, managing assets both directly and through pooled vehicles.

Joel Van Buren is a CFP® and Series 65-licensed financial advisor at Lido with four years of industry experience. Prior to joining Lido in 2025, he worked at Exchange Capital Management Inc for four years and Shotwell Rutter Baer Financial Planners for one year. His earlier roles include positions at Michigan State University. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, estates, and pooled investment vehicles. The firm employs an integrated wealth management approach with diversification across asset classes and offers discretionary management, financial planning, and access to sub-advisers and third-party managers.

Haim Shepes is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 63 and Series 65 credentials and with 34 years of industry experience. His prior work includes roles at Legend Equities Corporation and Lincoln Investment, alongside running his own insurance and securities sales businesses. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary and offering a range of participant-level investment options. The firm’s investment approach centers on a strategic asset allocation framework with risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Joshua Miller is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Lido. He previously worked at Colorado Financial Management LLC for eight years. He is a member of CFM Holdings, LLC, which owns Lido's office space in Johnstown, Colorado. 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, utilizing a diversified and options-based investment approach across various asset classes.

Albina Hinrichsen is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds Series 63 and Series 66 designations and previously worked at TIAA and Wells Fargo. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and unique market roles, including in-house research and execution capabilities.

Jeffrey Miller is a financial advisor at Rockefeller Capital Management with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of finance, he is a part-owner of Beer of the Day, where he contributes by photographing and writing descriptions about various beers. Rockefeller Capital Management is an enterprise firm with 157 advisors, serving clients through a comprehensive investment approach.

Nicole Hammick is a financial advisor at Lincoln Investment with three years of industry experience. She previously worked at Raymond James Financial and Cetera Investment Services, LLC. Outside of finance, she owns White Birch Herbal, LLC, a business that sells herbal products in Connecticut. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services using both strategic and dynamic approaches, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Rod Nakamoto is a CFP® professional with 33 years of experience in the financial services industry. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having previously worked at Bank of America, Merrill, and JPMorgan Chase. Nakamoto serves as a trustee on the Board of Trustees for the University of Southern California and is president of the USC Associates Board of Directors. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and retirement plan consulting through a designated Private Advisor and provides access to alternative and private investments along with integrated trust and insurance services.

Sean Kazangian is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, California State University Northridge, Discount Medical Pharmacy, and City Tennis. Eagle Strategies serves a diverse client base that includes individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Scott Brokaw is a financial advisor at Lido with 12 years of industry experience and holds a Series 65 designation. He has been with Lido Advisors, LLC since 2015 and also operates as a life and health insurance agent through Scott Brokaw Insurance. 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 both directly and through pooled vehicles, often on a discretionary basis.

Anush Haddadian is a financial advisor at Independent Financial Partners with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Securities America, Verus Capital Partner, and LPL Financial. Outside of his advisory role, Haddadian provides in-home health care services to his parents. Independent Financial Partners is a nationwide enterprise serving individual, charitable, corporate, and high-net-worth clients through a network of approximately 261 advisors. The firm offers investment advisory, financial planning, trust, and retirement-plan services, with a decentralized advisory model that supports both discretionary and non-discretionary account management.

Edward Rusowicz is a CFP® certificant with 27 years of industry experience. He has worked at Kestra Advisory since 2016 and has been with Kestra Investment Services, LLC since 2005. Outside of his advisory role, he is a recording artist who owns master recordings and publishing rights for his music compositions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm supports ERISA fiduciary services, offers multiple management platforms and third-party solutions, and serves large institutional investors including sovereign wealth funds.