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 at Lido with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Avitas Wealth Management, UBS Financial Services, and Merrill. Outside of his advisory role, he is a principal at Avitas Capital Management and Avitas Capital Partners, which focus on alternative investment management. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach balancing multiple asset classes and alternative investments, and it is notable for its active sub-advisory roles and extensive affiliated capabilities.

Luke Daniel is a CFP® with 19 years of industry experience. He is currently with Lido, having previously worked at Sargent Bickham Lagudis, LLC and Charles Schwab. 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 from tax lien auctions. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and institutional entities, offering investment management, financial planning, and family office services. The firm uses an integrated wealth-management approach with tactical and defined-risk option strategies and maintains significant sub-advisory roles along with a broad range of affiliated financial services.

Dominik Elmasian is a financial advisor at Lido with nine years of industry experience and holds a Series 66 designation. He previously worked at Boston Private Wealth, Edward Jones, and Voya Financial Advisors before joining Lido in 2020. Based in Los Angeles, CA, he has been with Lido for six years. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, estates, and charitable organizations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach blending equities, fixed income, alternatives, and option strategies, and is notable for its active sub-advisory roles and a wide range of affiliated capabilities.

Philip Sanchez is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Los Angeles, CA, holding a Series 66 credential and 11 years of industry experience. His prior work includes roles at Ameriprise, Comerica Securities, and UBS Financial Services. Outside of finance, he is a co-owner of Student 1st Driving School, a driving education business. FIFTH THIRD SECURITIES, Inc. serves a diverse client base, including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services. The firm sponsors the Passageway Managed Account Program, providing access to a range of managed portfolio options through Fidelity’s Managed Account Xchange platform.

Craig Burger is a CFA® charterholder with seven years of industry experience. He is currently with Cerity Partners LLC and has previously worked at Covington Capital Management and Bingham Legg Advisers LLC. Burger is based in Los Angeles, CA. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs an investment framework that integrates quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Daniel Devonald is a financial advisor at Citigroup Global Markets with 13 years of industry experience and holds Series 63 and Series 65 licenses. His prior roles include positions at Rocket Mortgage, J.P. Morgan Securities LLC, and TD Ameritrade Services Co. He is based in Los Angeles, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including acting as a swap dealer and futures commission merchant.

Christopher De Salvo is a financial advisor at Lido with a Series 65 designation and three years of industry experience. He has worked at Lido Advisors since 2022 and previously held roles at Battelle and William Blair. Outside of advising, he was involved with Music Solutions for four years. Lido serves a diverse client base that includes high-net-worth individuals, family offices, charitable organizations, and pension plans. The firm employs an integrated wealth-management approach utilizing equities, fixed income, alternatives, and option strategies, and offers a range of affiliated services including trust, tax, insurance, and brokerage through its network.

Eric Furstner is a CFP® and ChFC® with 39 years of industry experience. He is currently affiliated with Lido Advisors, LLC and has held prior roles at Fountainhead Capital Management and Mass Mutual Investors Services. Outside of his advisory work, he serves as Principal for Eric Furstner in Chandler, AZ, where he sells and services insurance clients. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and pension plans, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical option strategies and offers a range of affiliated services, overseeing approximately $42.5 billion in regulatory assets.

Martin Petoyan is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has worked with multiple affiliated entities including Syndicus Financial & Insurance Services LLC, Clear Compass Financial and Insurance Services, and Blue Cedar Financial and Insurance Solutions. Petoyan operates several registered businesses for selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, charitable, and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through various program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kayla Schneider is a CFP® and CFA® credentialed advisor at Lido with five years of industry experience. She previously worked for nine years at Pegasus Partners before joining Lido Advisors, LLC. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with a focus on tactical option strategies and sub-advisory roles in various investment funds.

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.

Jacqueline Kuhns is a financial advisor at Hightower Advisors in Los Angeles, CA, holding Series 63 and Series 65 licenses with seven years of industry experience. Her prior roles include positions at The Leaders Group Inc, Valmark Securities, and Prudential Financial, among others. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers to deliver discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

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 in Los Angeles, CA, with 13 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing, Bank of America, N.A., and Merrill. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering a consolidated investment platform including equities, fixed income, alternatives, and access to third-party managers.

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 Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Fountainhead Advisors, Btig, LLC, and Clarksons Platou Securities, Inc. He is also a licensed life insurance agent in New Jersey. Lido serves a diverse client base that includes high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach that balances various asset classes and utilizes tactical option strategies, operating through a range of discretionary and non-discretionary accounts as well as affiliated entities.

Joshua Chambers is a financial advisor at Mariner with five years of industry experience. He holds a Series 65 designation and has worked at several firms including AdvicePeriod and Signature Estate & Investment Advisors. Outside of finance, he was involved with Fresh Corn Grill for two years. 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 services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax, accounting, and administrative family office capabilities.

Kyle Brockbank is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior work includes roles at Deloitte, Fidelity Investments, Olympus Wealth Management, and Berrett Pest Control. Lido serves a diverse client base that includes high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm offers investment management, financial planning, and family office services with an integrated wealth-management approach that employs tactical and defined-risk option strategies alongside traditional asset allocation.