Andrew Ielmini is a Series 66-licensed financial advisor at Lido with seven years of industry experience. His prior roles include positions at Neuberger Berman, City National Bank, and RBC Capital Markets. 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 services including investment management, financial planning, family office services, and estate planning, utilizing diversified strategies across various asset classes and options-based approaches.

Andrew Perceleanu is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Citigroup since 2017, following a one-year tenure at Xceed Federal Credit Union. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and regulatory merchant functions.

Robert Nieto Jr. is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 65 credentials and has 29 years of industry experience. His career includes roles at Infinex Investments, Financial Partners Credit Union, LPL Financial, SagePoint Financial, and other firms. Outside of advising, he is involved with AmeriEstate Legal Plan, a prepaid legal service. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of representatives. The firm offers customized advisory services, financial planning, and access to alternative investments while operating a hybrid adviser and broker-dealer structure.

Fabian Chichester is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors for seven years before joining Citigroup in 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Shelby Seivert is a financial advisor with Lido, holding a Series 65 designation and two years of industry experience. Prior to joining Lido, Shelby worked at several firms including Echelon Partners and Owen James. 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 across multiple asset classes and implements options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers when appropriate.

Jay Brewer is a financial advisor with Stratos Wealth Partners, Ltd., holding over four years of industry experience. He has worked with Shuster Advisory Group, LLC, Eq Financial Consultants, Inc., The Equitable Life Assurance Society of the United States, and Brewer & Tominaga CPAS LLP, with career history spanning back to 1986. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base that includes individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an IAR-driven model offering both discretionary and non-discretionary portfolio management through customized portfolios and model allocations, utilizing an open-architecture approach with multiple third-party platforms and managers.

Ryan White is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and three years of industry experience. He previously worked at New York University and spent time unemployed before joining Rockefeller Financial in 2022. 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 securities transactions, variable insurance products, and investment banking services.

Bansi Patel is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab, Patel held roles at Charles Schwab & Co. and has a background that includes significant time in education and community involvement through the Boys and Girls Club. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm offers guidance on asset allocation and investment selection using proprietary models and research tools, with a structure that compensates advisors through Charles Schwab & Co. rather than direct client billing.

Judith Gordon is a financial advisor with Oppenheimer in Los Angeles, CA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. She has been with Oppenheimer since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and advisory services across various asset classes, with both discretionary and non-discretionary account management.

Yajaira Serrano is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Bank, nA. Serrano is based in Los Angeles, CA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, consulting, and brokerage services. The firm utilizes a Private Advisor model and a consolidated investment platform to deliver a range of discretionary and non-discretionary investment solutions.

Melissa Nasri is a financial advisor at Transamerica Retirement Advisors, LLC with eight years of industry experience. She holds Series 63 and Series 66 designations. Prior to her current role, she worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. She serves as treasurer for the Mark West Elementary PTA in Santa Rosa, CA. Transamerica Retirement Advisors provides services to participants in employer-sponsored retirement plans and IRA owners, focusing on asset allocation and retirement guidance through managed portfolios and non-discretionary recommendations. The firm utilizes Morningstar Investment Management for portfolio construction and serves a large client base with a high client-to-advisor ratio.

James Duncanson is a financial advisor at Lido with 21 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services Inc., PKS Advisory Services, LLC, and Avitas Wealth Management, LLC. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations. The firm provides investment management, financial planning, and family office services, employing an integrated wealth management approach that includes diversification across various asset classes and options-based strategies.

Tamara Stein is a financial advisor with Hightower Advisors in Encino, CA, holding a Series 66 designation and 23 years of industry experience. She has been with Hightower Advisors and its affiliated broker-dealer, HighTower Securities, LLC, since 2015. Stein also has an administrative services role with Feinberg Stein Financial Services, LLC, which supports her registered investment advisory practice. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach features manager selection and multi-manager solutions using both affiliated and third-party managers, offering a range of portfolio management and financial planning services supported by proprietary research and operational tools.

Gaetano Sacco is a financial advisor at Lido with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fountainhead Capital Management, Mass Mutual Investors Services, and METLIFE SECURITIES. Outside of his advisory role, he serves as president of the Cornerstone Study Group, a nonprofit focused on investment learning and development. Lido advises 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 services including investment management, financial planning, family office services, and estate planning, with a diversified approach that incorporates equities, fixed income, alternatives, and options-based strategies.

Gabriella Ressler is a financial advisor with Sanctuary Advisors, LLC in Westlake Village, CA, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. She previously worked at Merrill, Bank of America, N.A., Unionbanc Investment Services, and MUFG Union Bank. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management solutions, financial planning, and retirement plan consulting, utilizing various analytical approaches and acting as a fiduciary under written advisory agreements.

Jonathan Ellinger is a financial advisor at IEQ Capital, LLC in Los Angeles, CA. He holds a Series 65 designation and has been in the financial industry since 2025, with previous experience at Standish Management and roles outside finance including at Fremont Brewing and North Face. He worked for six years at Glendale Country Club prior to his entry into financial advisory. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm employs a macroeconomic research-driven process with customized investment policy statements and offers access to a range of liquid, third-party, and private investment strategies.

Jonathan Teran is a CFP® with 24 years of industry experience, currently serving as an advisor at Lido since 2018. Prior to joining Lido, he worked for eight years at Capstone Pacific Investment Strategies. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles with an integrated wealth management approach. The firm employs diversified strategies across various asset classes and implements options-based strategies, often managing assets on a discretionary basis and collaborating with third-party asset managers and sub-advisers.

Miguel Jacobo is a financial advisor at D.A. Davidson & Co. with six years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Partners Federal Credit Union, JPMorgan Chase Bank, Ameriprise Financial Services, Kinecta Federal Credit Union, Wells Fargo Bank, and Learn4Life. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, and operates under fiduciary standards defined by the Advisers Act and ERISA.

Donna Feder is a financial advisor with Integrated Wealth Concepts LLC, holding one year of industry experience. She is also a partner at Duffy Kruspodin LLP, a CPA firm where she has worked since 2007. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Scott Bird is a financial advisor at Lido with 12 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for ten years at Olympus Wealth Management. Bird is involved as a member of several investment-related LLCs associated with his prior firm, where he participates in general oversight and investment decisions. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, offering integrated wealth management services that encompass investment management, financial planning, and estate and retirement planning. The firm employs a diversified investment approach with discretionary asset management and utilizes third-party managers and sub-advisers.