Nathaniel Downes is a CFA charterholder with over 21 years of industry experience. He has worked at Lido Advisors since 2025 and previously held positions at Avitas Wealth Management and UBS Financial Services. Downes is active with the CFA Society of Los Angeles and serves on the CFA Institute’s Standards of Practice Council, contributing to educational efforts and ethics oversight. Lido advises a wide range of clients, including high-net-worth individuals, family offices, and institutional investors, providing integrated wealth management through a combination of equities, fixed income, alternatives, and tactical option strategies. The firm is noted for its active sub-advisory roles and affiliated services in trust, tax, insurance, and brokerage.

Ananya Chandra is a financial advisor at Lido with one year of industry experience. She holds a Series 65 designation and previously worked at Pegasus Partners Ltd for six years and at Marquette University for two years. Lido provides investment management, financial planning, family office services, and related trust, tax, insurance, and brokerage services to a diverse client base including high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pension plans. The firm’s approach integrates asset allocation across multiple asset classes and employs tactical and defined-risk option strategies, delivering services through various account types, sub-advisers, and affiliated entities.

Tanner Hamilton is a financial advisor at Mariner with 12 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at AdvicePeriod, LLC and Foresters Financial Services, INC. Mariner serves a diverse client base, 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 customized discretionary portfolios supported by an internal research and portfolio management team and provides a range of investment strategies alongside integrated tax and accounting services.

Jerrod Foster is a CFP® and CFA® with 10 years of industry experience. He currently works at Lido Advisors, LLC and previously held roles at Parkside Advisors, Morgan Stanley, Bank of New York Mellon, Charles Schwab, AssetMark, and LWI Financial. In addition to his advisory work, Foster serves as associate faculty at West Valley-Mission Community College District and adjunct faculty at Contra Costa Community College District. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutions, providing integrated wealth management through a combination of investment management, financial planning, and affiliated trust, tax, insurance, and brokerage services. The firm manages roughly $42.5 billion in assets and employs a tactical investment approach featuring options strategies and a broad range of asset classes.

Michael Mcglashen is a financial advisor at Savant Wealth Management with 23 years of industry experience. He previously worked at Bucks County Financial Planning Group, Inc. for 11 years and Exencial Wealth Advisors, LLC for 6 years, where he remains an equity partner. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm employs an investment approach that combines evidence-based asset allocation with actively managed strategies, supported by in-house accounting, legal, and trust services.

Stephen Zhou is a financial advisor at Lido with 10 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Fountainhead Capital Management, MML Investors Services, and MassMutual Life Insurance Company. Zhou also works as an insurance broker through HD Mooers in California, focusing on life, disability, long-term care insurance, and annuities. Lido serves a diverse client base, including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional plans, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach, balancing asset allocation and utilizing tactical risk strategies, while also maintaining a significant role as a sub-adviser to investment funds.

Corey Kelly is a financial advisor at Cresset Asset Management, LLC in Los Angeles, CA, holding a Series 65 credential with two years of industry experience. Prior to joining Cresset, he worked at TRUE Capital Management and has held roles at several other firms including Creative Artist Agency and Madison + Vine. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles through a risk-aware approach combining strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes.

Audrey Dalsass is a CFA® charterholder and holds a Series 65 license with four years of industry experience. She currently works at Lido Advisors, LLC, joining in 2025 after previously spending several years with Olympus Wealth Management, LLC. Prior to her financial career, she spent four years working at the University of Utah Marriott Library. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm employs an integrated wealth-management approach combining equities, fixed income, alternatives, and defined-risk option strategies, and is notable for its active sub-advisory role and extensive affiliated capabilities across trust, tax, insurance, and brokerage services.

Anita Daguilar is a financial advisor at Oppenheimer with 38 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Oppenheimer since 2013, following 12 years at UBS Financial Services. Outside of her advisory role, she is involved in residential real estate. 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 including asset management, consulting, and retirement services, with a focus on both discretionary and non-discretionary advisory solutions.

Bryce Bednorz is a financial advisor at Lido with 12 years of industry experience. He holds a Series 65 designation and has worked previously at Fountainhead Capital Management and Mass Mutual Investors Services. He is also an insurance agent, recommending and servicing life and disability insurance policies through Guardian Insurance Company and National Life Group. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering integrated wealth management that balances asset allocation across a range of investments. The firm combines traditional advisory services with extensive affiliated capabilities and actively manages or sub-advises investment funds, including options-based strategies.

Stella Shim is a CFP® and ChFC® with 13 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. Her prior roles include positions at Fidelity Investments, Bank of America, Merrill, and Morgan Stanley. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, using asset-allocation models and internal research tools to tailor recommendations aligned with client goals and risk tolerance.

Tina Dickinson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with Transamerica since 2012 and is involved in several outside activities, including serving as treasurer for WRS Global Technologies Inc and providing care services through 24 Hour Home Care, LLC. Additionally, she participates in financial education through the Heartland Institute of Financial Education. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with proprietary and third-party model portfolios, managing over $2 billion in assets across discretionary and non-discretionary accounts.

David Masias is a CFP® professional with seven years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Merrill, Wells Fargo Clearing, Madison Partners, and TIAA-CREF. He also works as a financial advisor providing fixed insurance through Wealth Enhancement Group. Wealth Enhancement Advisory Services offers 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 combining passive and active strategies with oversight from an internal Investment Committee.

Ryan Badger is a financial advisor at Osaic Advisory Services, LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Arbor Point Advisors and Securities America from 2016 to 2024. Outside of his advisory work, Badger is a member of the Rotary Club of Thousand Oaks. Osaic Advisory Services, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Tracy Wright is a financial advisor at Lido with a Series 65 credential and one year of industry experience. Prior to joining Lido, Wright worked at Fountainhead Advisors and has experience in community volunteering and operating Organized Transitions LLC. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach, balancing a broad range of asset classes and utilizing tactical and defined-risk option strategies.

Michael Reid is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at Lido since 2025. Prior to joining Lido, he spent 36 years at Exchange Capital Management, Inc. He is also involved with Whiskey Lake Partners, LLC, a company formed to acquire and manage intellectual property rights related to generic top-level domain names. Lido advises a diverse client base including high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and institutional investors. The firm employs an integrated wealth-management approach combining asset allocation across multiple asset classes with tactical and defined-risk option strategies, and it serves in active sub-advisory roles for ETFs and other investment funds.

Andrea Graham is a financial advisor with CWM, LLC, holding a Series 66 designation and 24 years of industry experience. Her professional background includes roles at Cetera Wealth Services, LPL Financial, Applied Financial Planning, Stifel, and Ameriprise. She is also licensed to sell fixed insurance products, including life and long-term care insurance. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and managing approximately $50.6 billion in assets. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to design and monitor portfolios and providing access to tailored investment solutions and technology integrations.

Sean Haney is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 66 designations and has been with Citigroup since 2010. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles, including in-house research and swap dealer activities.

Gustavo Pires De Oliveira Dias is a financial advisor at IEQ Capital, LLC with eight years of industry experience. He holds a Series 65 designation and has previously worked at Qualcomm Ventures, Kellogg School of Management, Portola Partners Group LLC, and Brownson, Rehmus & Foxworth. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm emphasizes a macroeconomic research-driven investment process and offers a range of services including discretionary SMA management, family-office support, OCIO engagements, and digital asset exposure through Fidelity Digital Asset Services.

Shane Huey is a financial advisor at Hightower Advisors in Los Angeles, holding a Series 65 designation with six years at the firm. He began his career at Hightower Advisors in 2020 following seven years as a student. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers supported by proprietary research and customizable portfolio construction.