Steven Mulligan is a financial advisor at D.A. Davidson & Co. with 33 years of industry experience. He has been with D.A. Davidson since 2013 and holds Series 63 and Series 65 licenses. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, equity research, and a private wealth program for clients with over $20 million in net worth.

Hyun Shin is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has worked at several firms including WFG Direct and Keller Williams Encino-Sherman Oaks Realty, and he owns AZ 1 Enterprizes, Inc., a pass-through entity for accounting purposes related to his WFG/TFA business. Shin also engages in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach implemented through third-party managers and digital platforms, supported by a large advisor network.

Jotham Monsma is a financial advisor at Lido with Series 63 and Series 65 credentials and two years of industry experience. He previously worked at Exchange Capital Management Inc and spent ten years at New Street Research. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices and charitable organizations, offering investment management, financial planning, and estate services. The firm employs a diversified, integrated wealth management approach and manages assets both directly and through third-party managers and sub-advisers.

Yeugenia Napoli is a financial advisor at Lido with 19 years of industry experience. She holds a Series 66 designation and has worked previously at Chelsea Financial Services, Fountainhead Capital Management, and HSBC Bank USA. Napoli has minor involvement in credit card processing through Priority Payments Local LLC. Lido advises high-net-worth and ultra-high-net-worth clients, including family offices, trusts, estates, and charitable organizations. The firm provides investment management, financial planning, family office services, and access to third-party managers, focusing on a diversified investment approach that includes options-based strategies implemented directly and through pooled vehicles.

Michael Muchnikoff is a CFP® certificant with six years of industry experience. He currently works at Lido Advisors, LLC and has previously been employed by Mariner, Mutual of America Securities LLC, Edward Jones, State Farm, and BlastOne International. His background includes periods of full-time education and extended travel. 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 on a discretionary basis and facilitating access to third-party managers and sub-advisers.

Rachel Vivian is a CFP® professional with 20 years of experience in the financial services industry. She currently works at Mariner Wealth Advisors and has prior experience at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Vivian is also a licensed insurance agent in California. Mariner Wealth Advisors serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, Core Family Office services, and employer financial-wellness tools, implementing customized portfolios supported by in-house research and third-party managers.

Antonette Hayakawa is a financial advisor at Mercer Global Advisors with a Series 65 credential and two years of industry experience. She previously worked at SB Capital Management, Inc. and has diverse experience including roles outside finance such as at Toni's Garage Doors. SB Capital Management, Inc. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation oriented approach with a focus on portfolio structure and tax-aware implementation, and acts as a general manager and investment adviser for multiple private equity and hedge funds.

Nathan Feld is a Series 65-licensed financial advisor with experience at firms including Argos Capital Partners, LPL Financial, and Paradigm. He is currently with Lido Advisors, where he has worked since 2026. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities by providing investment management, financial planning, and family office services. The firm employs an integrated wealth management approach that emphasizes diversification and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers when appropriate.

David Wilson is a financial advisor at RBC Rochdale, LLC with Series 65 and Series 63 credentials and three years of industry experience. His prior roles include positions at CNR Securities, LLC, Wells Fargo Securities, LLC, and Cappello Global. He also worked in educational settings at the University of California Los Angeles and Olympian High School. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm uses an active, multi-strategy investment process that combines quantitative and fundamental analysis and offers discretionary and non-discretionary portfolio management, often working with third-party sub-advisors to create tailored portfolios.

Trent Jordan is a financial advisor at Lido with a Series 65 designation and one year of industry experience. Prior to joining Lido, he held positions including roles at CountryPlace Mortgage and the Poarch Creek Indian Gaming Commission. 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 investment management, financial planning, family office services, and retirement and estate planning, employing a diversified, options-based approach and routinely serving registered investment companies.

Alyssa Weinberger is a CFP® with 11 years of experience, currently serving as an advisor at Lido. She has been associated with various Lido entities since 2004, including Lido Consulting Group, where she provides advice to family offices and organizes industry events. Weinberger also holds managing member roles in several investment-related and holding companies. Lido advises high-net-worth and ultra-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 with diversified strategies across multiple asset classes and manages assets both directly and through third-party managers.

Matthew Harris is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Hightower Advisors since 2008, including in roles at Hightower Securities, and currently also operates a consulting business, Aperture Partners Inc., providing research and analysis on asset allocation, investment managers, and client content. Hightower Advisors serves a broad range of individual and institutional clients, offering investment advisory and planning services with an emphasis on manager selection and multi-manager solutions. The firm combines proprietary research and diverse portfolio construction strategies, supporting both discretionary and non-discretionary management approaches.

Eduardo Provincia is a financial advisor at NewEdge Advisors with 14 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates, Inc. and A1 Professionals. His other business activities include recommending insurance and annuity products through Guardian Financial Consultants. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a variety of portfolio management and consulting services and employs multiple program structures combining in-house and third-party strategies, supported by technology tools and centralized due diligence.

Brennan Fontana is a financial advisor at Lido with Series 65 and Series 66 credentials and four years of industry experience. His prior work includes roles at eXp Realty, Marcus & Millichap, Bank of America, and Merrill Lynch Pierce Fenner & Smith. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, providing investment management, financial planning, family office services, and estate planning. The firm employs an integrated wealth management approach across various asset classes and offers options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers as appropriate.

Eda Hong is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and beginning her career in 2024. She has been with Citigroup in multiple periods since 2024, with prior gaps in employment. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Felipe Albuquerque is a financial advisor at Eagle Strategies (NY Life) based in Glendale, CA, with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked with NYLIFE Securities LLC and New York Life Insurance Co. Albuquerque was previously involved in the fitness industry as a self-employed professional and briefly owned a dormant fitness-related business. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailored solutions delivered mainly on a non-discretionary basis and operates within the integrated New York Life affiliate structure.

Nicholas Benedetto is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 credentials. He has four years of industry experience, including prior roles at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., and JPMorgan Chase Bank N.A. Outside of finance, his work history includes positions in the automotive and veterinary sectors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment advisory programs alongside broker-dealer execution and custody services. The firm’s approach includes discretionary and non-discretionary multi-manager strategies, supported by in-house research and unique market roles such as security-based swap dealing and futures commission merchant activities.

Max Mahr is a financial advisor at Lido with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Lido, he worked at H.C. Wainwright & Co., LLC 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 that includes diversification across various asset classes and options-based strategies, managing assets typically on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Troy Jones is a CFA® charterholder with three years of industry experience. He is currently with Lido Advisors, LLC and also serves Enterprise Trust & Investment Company, where he has worked for over 30 years. His work is exclusively focused on his role at Enterprise Trust & Investment Company. 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 manages assets on a discretionary basis, often utilizing third-party managers and sub-advisers.

Ford Van Winkle is a Series 65 licensed advisor with nine years of industry experience, currently working at Lido Advisors, LLC since 2025. He previously held roles at Freestone Capital Management, LLC from 2023 to 2025, and Fisher Investments from 2016 to 2023. 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 primarily on a discretionary basis and incorporating third-party managers as appropriate.