Jacob Eggett is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Lido Advisors, LLC since 2025. He previously worked for nine years at Copperwynd Financial, LLC. Outside of his advisory role, Eggett is a trustee of a family trust connected to an online food blog. 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 implements options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Matthew Bloom Krull is a CFP® professional with 19 years of industry experience and is currently with Lido Advisors, LLC. He previously worked for Olympus Wealth Management, LLC for 10 years. Krull serves as a board member for Methodists Helping Methodists, a nonprofit organization in Utah. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm provides integrated wealth management services including investment management, financial planning, family office services, and estate planning, employing a diversified investment approach that incorporates equities, fixed income, structured notes, real estate debt, and alternative strategies.

Roberto Paredes is a financial advisor at Lido with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mariner Wealth Advisors and Msec, LLC. He has been with Lido Advisors since 2021. 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 implements options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers when appropriate.

Tom Doxey is a financial advisor at Wealth Enhancement Advisory Services, LLC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Oakwood Capital Management and ACORN DIGITAL WEALTH. Tom also serves as a co-trustee of a family trust, assisting with investment decisions. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting through a network of hundreds of advisors, emphasizing strategic asset allocation and a blend of passive and active investment management.

Fakhr Alavi is a financial advisor at Prime Capital Financial with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameritas Investment Corp and 20/20 Capital Management, Inc. In addition to advisory work, he is involved in the sale and service of fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm provides a range of services including asset management, financial planning, retirement plan administration, and family office offerings, using both discretionary and non-discretionary investment approaches.

Parsa Talehakimi is a financial advisor at Citigroup Global Markets holding a Series 66 designation with experience beginning in 2023. His prior roles include positions at The Barthwell Group, Wells Fargo, and Gelfand, Rennert, & Feldman. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and operates with significant institutional scale and specialized market roles.

James Patton is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Independent Financial Group since 2017 and previously at National Planning Corporation from 2014 to 2017. Patton is also involved in writing a weekly financial digest and holds ownership interests in tax and accounting services through Primary Wealth Partners. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that serves individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, utilizing multiple advisory programs and third-party asset managers to meet client investment profiles.

Diana Sawiris is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 22 years of industry experience. She has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale with specialized market roles and arrangements.

Robert Lawton is a financial advisor at Lido with a Series 65 credential and one year of industry experience. His prior work includes roles at GreensLedge and the University of Wisconsin, Madison. 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 incorporating diversification across multiple asset classes and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers and sub-advisers as appropriate.

Blake Douvros is a financial advisor with PlanMember Securities Corporation in Agoura Hills, CA, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked concurrently with Legacy Financial Group and operates a self-employed insurance sales practice. Outside of finance, Blake has experience as a Digital Asset Specialist in retail and e-commerce graphic design with Guitar Center, Inc. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering education, support, and a risk-based mutual fund portfolio approach ranging from conservative to aggressive.

Devon Silber is a financial advisor at Oppenheimer with six years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and IMG. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment strategies to meet client objectives, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary advisory programs.

Bryan Rentschler is a financial advisor at Savant Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked previously at Exencial Wealth Advisors, Prudential Insurance Company of America, and Edward Jones, among others. Bryan is an equity partner at Exencial Wealth Advisors. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and maintains in-house legal, accounting, and trust service affiliates.

Victor Isidro is a financial advisor at Lido with a Series 65 credential and no prior industry experience. His work history includes roles at Sumitomo Mitsui Banking Corporation and Lido Advisors, LLC, as well as time in education at Boston College and Seton Hall Preparatory School. Lido serves high-net-worth and ultra-high-net-worth clients, including individuals, family offices, trusts, charitable organizations, and pooled investment vehicles. The firm offers investment management, financial planning, family office services, and retirement and estate planning, utilizing an integrated wealth management approach with diversification across multiple asset classes and options-based strategies.

Henry Gitman is a financial advisor with Hightower Advisors in Los Angeles, holding a Series 66 credential and 12 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2014. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a variety of investment products such as mutual funds, ETFs, and alternative investments.

Kevin Boland is a financial advisor with Eagle Strategies (NY Life) based in Westlake Village, CA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with Eagle Strategies since 2016 and has been affiliated with New York Life and Nylife Securities since 1996. Outside of his advisory role, he is a passive investor in oil and gas drilling with OAG Resources. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of advisory programs, emphasizing tailored recommendations and managing the majority of its assets on a non-discretionary basis.

Nicholas Eguiazarian is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney LLC and J.P. Morgan Chase Bank, N.A. Outside of his advisory role, he is a partner in JLN Shoes LLC, a retail and online shoe business. 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, consulting, and operates as a registered broker-dealer offering a range of investment and placement services through an integrated investment platform.

David Tracy is a CFP® with 18 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, M. S. HOWELLS & cO., Triad Advisors, Legacy Wealth Partners, and Commonwealth Financial Network. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various investment vehicles.

Justin Amrein is a financial advisor at MAI Capital Management, LLC with Series 65 credentials and one year of industry experience. His prior roles include positions at Evoke Advisors, Heritage Investors Management Corporation, and George Washington University. Outside of finance, he has experience with Tennis Central Corp and Chester Valley Golf Club. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio strategies implemented through in-house managers and third-party sub-advisers, integrating financial planning and tax services into many client relationships.

Graham Foltz is a financial advisor at Lido with a Series 66 designation and two years of industry experience. His prior roles include positions at Nuveen Securities, Nuveen Asset Management, and Arrowmark Partners. Outside the financial sector, he has worked in hospitality and recreational settings, including a country club and a restaurant. 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 focusing on diversification across multiple asset classes and implements options-based strategies, managing assets primarily on a discretionary basis while utilizing third-party managers and sub-advisers when appropriate.

Sanjeev Sardana is a financial advisor at Lido with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Bluepointe Capital Management, LLC for 19 years. 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 while utilizing third-party managers and sub-advisers when appropriate.