Erica Jean Cortez is a CFP® professional with 14 years of experience in financial advising. She is currently with Lido Advisors, LLC and has held prior roles at firms including Mariner, Wealth Enhancement Group, Northwest Investment Counselors LLC, and Commonwealth Financial Network. 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 utilizing diversified investments and options-based strategies, often managing assets on a discretionary basis and collaborating with third-party managers and sub-advisers.

Mary Gukasyan is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and four years of industry experience. She previously worked at Round Hill Asset Management and has held positions with the County of Los Angeles and California State University - Northridge. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and government entities. The firm employs an active, multi-strategy investment process that combines quantitative and fundamental analysis, using proprietary tools and working with sub-advisors to tailor portfolios across various asset classes.

Elias Kaplan is a CFP®-certified financial advisor with five years of industry experience. He is currently with Lido Advisors, LLC and previously worked at Altfest Personal Wealth Management and Ernst & Young. Outside of his advisory role, Kaplan serves as a director of Vista Hill Limited, a UK holding company involved in real estate in Uruguay. 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 options-based strategies, managing assets primarily on a discretionary basis while utilizing third-party managers and sub-advisers when appropriate.

Lorenzo Riley is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has held positions at several firms, including JP Morgan Securities LLC and Polaris Wealth Advisory Group. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies, along with a range of portfolio management options and financial planning services.

David Douglas is a financial advisor at Lido with four years of industry experience and holds a Series 65 designation. His previous roles include positions at Private Capital Management and work experience outside of finance at Texas Roadhouse. 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 featuring diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

James Savage is a financial advisor at Lido with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill from 2016 to 2019 before joining Lido Advisors, LLC in 2019. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, offering investment management, financial planning, and family office services. The firm employs a diversified investment approach across multiple asset classes and implements options-based strategies, managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Christian Martinez is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Lido Advisors, LLC since 2024 and previously held positions at Brent Forrest & Associates, Northwestern Mutual, and other firms. Martinez 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 uses an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers.

Brendan Logan is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior work includes roles at Belmont DPW, AV Rizzo Irrigation, and Elon University. 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, using an integrated wealth management approach featuring diversification across multiple asset classes and options-based strategies.

Brooke Napiwocki is a CFP® with 12 years of industry experience, currently serving as an advisor at Lido. She previously worked at Pegasus Partners, J.W. Cole Advisors, Crescendo Wealth Management, and LPL Financial. She is the founder and Chief Wellness Officer of Be Financially Well, LLC, an education company focused on financial wellness across all ages. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, and various institutional clients, offering integrated wealth management with a diversified investment approach that includes equities, fixed income, structured notes, real estate debt, alternatives, and options-based strategies.

Ronald Silverman is a financial advisor at Hightower Advisors with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Hightower Advisors since 2021. Prior to that, he was associated with Bel Air Investment Advisors LLC, Bel Air Securities LLC, and Bel Air Management Company LLC. He serves on the advisory board for Blacklion Brothers Holdings, LLC, advising on real estate transactions. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions, manager selection, and access to both affiliated and third-party managers, utilizing proprietary research and a varied investment platform across mutual funds, ETFs, and alternative investments.

Cody Ambrogi is a financial advisor at Lido with four years of industry experience. He holds a Series 65 designation and has previously worked at SEI Investments and Penn State University. Based in Los Angeles, CA, Ambrogi joined Lido in 2022. 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, including investment management, financial planning, family office services, and retirement and estate planning, using diversified strategies across multiple asset classes and options-based approaches.

Nolan Dietel is a CFP® with three years of industry experience, currently serving as a financial advisor at Lido. Prior to joining Lido, he worked at PrairieView Partners for three years and has held various roles in both financial services and the hospitality industry. 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 various asset classes and options-based strategies, typically managing assets on a discretionary basis while utilizing third-party managers and sub-advisers when appropriate.

John Barnes is a financial advisor at Lido with six years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at William Blair & Co and Morgan Stanley. 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 focused on diversification and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Brandon Asher is a Private Wealth Advisor and co-founder and managing partner of The Miller | Asher Group, where he focuses on implementing tailored portfolio and wealth structuring strategies for individuals, business owners, and families across generations. He utilizes the resources available through Merrill Private Wealth Management, including access to structured credit through Bank of America, to provide comprehensive advice in areas such as global financial strategies, pre- and post-liquidity event planning, estate and family legacy planning, and philanthropic planning. Brandon holds a Bachelor's degree from Arizona State University and a Juris Doctorate degree from California Western School of Law. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). Prior to his current role, Brandon practiced law, though he does not provide legal advice in his capacity as a financial advisor. He is actively involved in community organizations including the Arizona State University Alumni Association, San Diego Chapter, and the Second Saturday Workshop hosted by the Women's Institute for Financial Education in San Diego Central. Outside of work, Brandon enjoys sports such as baseball, basketball, football, golf, and hunting, as well as fishing, music, and spending time with his family.

Carlos Di Ponio is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and seven years of industry experience. He has been with Transamerica Financial Advisors since 2020 and has additional involvement in the entertainment industry, including managing DaCha Film Company LLC and engaging in acting and speaking work under the name Jordan Charles. He also serves as CEO of AllPro Tutors, an online platform connecting tutors and students. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, trusts, and businesses, offering investment advisory, brokerage, and retirement-plan services through a large advisor network and multiple program platforms. The firm’s advisory model primarily uses model portfolios and third-party managers, supported by proprietary and external investment solutions.

Arun Bharath is a CFA® charterholder with four years of industry experience. He has worked at Hightower Advisors since 2021 and previously spent 14 years at Bel Air Investment Advisors. Arun is based in Los Angeles, CA. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on portfolio construction that incorporates a range of investment vehicles and strategies.

Aren Yarian is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 65 and Series 63 licenses and has 11 years of industry experience. Prior to joining VOYA in 2018, he worked at FIDELITY Brokerage Services LLC from 2014 to 2018. VOYA Financial Advisors serves a diverse range of clients, including individual investors, institutional clients, retirement plan sponsors, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting services through various program structures, emphasizing recommendation-based, non-discretionary advice.

Rocio Hernandez is a CFP® with eight years of industry experience, currently advising at Rockefeller Financial LLC. She previously worked at Morgan Stanley Smith Barney LLC, Manhattan West, Citigroup, and Morgan Stanley. 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 combines a Private Advisor model with a consolidated investment platform to offer discretionary and non-discretionary portfolio management, financial planning, consulting, and broker-dealer services including securities transactions and alternative investment placements.

Shane Cooper is a financial advisor at Lincoln Investment with 11 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment and Pacific Southwest Financial since 2013. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm provides financial planning, ERISA retirement plan advice, model portfolios, and both discretionary and non-discretionary investment programs.

Namik Beganovic is a financial advisor at RBC Rochdale, LLC with eight years of industry experience. He previously worked at Morgan Stanley, UBS Financial Services, Cortland Valuation Group, and CNR Securities. He holds a Series 66 designation. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and charitable organizations. The firm employs an active, multi-strategy investment process that combines quantitative and fundamental analysis, utilizing proprietary tools and working with third-party sub-advisors to construct tailored portfolios.