Sarah Woodward is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2018. Prior to joining Citigroup, she was employed at Potomac Government Relations and has held academic positions at the University of Southern California. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and execution services, and provides tailored discretionary solutions for high-net-worth clients.

Justin Cho is a CFP® with seven years of industry experience. He has worked at Lido Advisors, LLC since 2021 and previously held roles at LPL Financial, CFG Wealth Management, and the Social Policy Institute. 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 with diversification across multiple asset classes and options-based strategies, managing assets mainly on a discretionary basis and utilizing third-party managers when appropriate.

Michael Arteaga is a financial advisor at Mariner with seven years of industry experience. He holds a Series 66 designation and has previously worked at ICONIQ Capital, AdvicePeriod, and Merrill Lynch. Arteaga has also been affiliated with the University of San Francisco during his career. Mariner serves a diverse client base including high-net-worth 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 both in-house research and third-party managers, along with integrated tax and accounting services and unique operational capabilities such as administrative CFO services and a financial wellness platform for employers.

Lucas Kulma is a CFP® and CFA® with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, HoyleCohen, Moneta Group Investment Advisors, LLC, Kayne Anderson Rudnick Investment Management, LLC, and LourdMurray. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a mix of active and passive strategies within an enhanced open architecture framework.

Kayla Cross is a financial advisor at Lido with seven years of industry experience and holds a Series 66 designation. Her prior work includes roles at Madrid Retirement Advisors, LPL Financial, UC Irvine Housing, and a business venture with Sushi Bear. 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 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 as appropriate.

Merrell Siegel is a financial advisor with Oppenheimer in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Oppenheimer since 2005. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including discretionary and non-discretionary portfolio management and financial planning. The firm employs varied investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of the end of 2025.

Prabhjot Sekhon is a CFA® charterholder and holds a Series 65 license, currently serving as an advisor at Lido with two years of industry experience. Prior to joining Lido, he worked at Freestone Capital Management and operated Sekhon Franchise Development for several years. 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 with diversified strategies across asset classes and implements options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Matthew Sullivan is a CFA® charterholder with 14 years of industry experience. He is currently with Citigroup Global Markets, where he has worked in various roles since 2018, with a brief tenure at Oakmont Corporation. Prior to that, he was employed at Deutsche Bank Securities Inc. Citigroup Global Markets Inc. serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and security pricing, swap dealer and futures commission merchant registrations, and bespoke solutions for very large client relationships.

Alek Christensen is a financial advisor at Lido with five years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, E*Trade Securities, 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 provides investment management, financial planning, family office services, and retirement and estate planning, employing an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Jack Wildgoose is a financial advisor at Lido with a Series 65 credential and one year of industry experience. His prior work includes roles at The H Wood Group and Loyola Marymount University. 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 focused on diversification across various asset classes and implements options-based strategies, often managing assets on a discretionary basis and collaborating with third-party managers and sub-advisers.

Todd Morgan is a financial advisor at Hightower Advisors with over 56 years of industry experience. His prior roles include leadership positions at Bel Air Investment Advisors LLC and its affiliated entities. Morgan also serves as a strategic consultant for an entertainment production company, Silver-Katz Holdings, LLC. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm employs a manager selection and multi-manager approach, utilizing both affiliated and third-party managers across various investment strategies.

Joseph Rosol is a CFP® with 14 years of industry experience and has been with HighTower Advisors since 2016. He is based in Los Angeles, CA, and holds a Series 65 license. HighTower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a variety of investment vehicles.

Nathaniel Downes is a CFA charterholder with 21 years of industry experience. He is currently with Lido Advisors, LLC and previously worked at Avitas Wealth Management and UBS Financial Services. Downes serves on the CFA Society of Los Angeles and the CFA Institute’s Standards of Practice Council, contributing to educational activities and ethical standards in the profession. Lido advises high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations. 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 utilizing third-party managers when appropriate.

Ananya Chandra is a financial advisor at Lido with one year of industry experience. She holds a Series 65 designation and previously worked at Pegasus Partners Ltd for six years. 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, often managing assets on a discretionary basis and collaborating with third-party managers and sub-advisers.

Tanner Hamilton is a financial advisor at Mariner with 12 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at AdvicePeriod, LLC and Foresters Financial Services, INC. 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 and family office services. The firm employs customized discretionary portfolios supported by an internal research and portfolio management team and provides a range of investment strategies alongside integrated tax and accounting services.

Jerrod Foster is a financial advisor at Lido with CFP®, CFA®, and Series 66 credentials and 10 years of industry experience. His prior roles include positions at Morgan Stanley, Parkside Advisors LLC, and Bank of New York Mellon. In addition to his advisory work, Foster serves as associate faculty at West Valley-Mission Community College District and as adjunct faculty at Contra Costa Community College District. 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 focusing on diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and frequently collaborating with third-party managers and sub-advisers.

Stephen Zhou is a financial advisor at Lido with 10 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Fountainhead Capital Management, MML Investors Services, and MassMutual Life Insurance Company. Zhou also operates as an insurance broker, selling life, disability, long-term care insurance, and annuities through various providers. 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 an integrated wealth management approach emphasizing diversification and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers.

Corey Kelly is a financial advisor at Cresset Asset Management, LLC with a Series 65 designation and two years of industry experience. Prior to joining Cresset in 2023, he held roles at TRUE Capital Management and several companies in the entertainment and consumer goods sectors. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a combination of active and passive strategies across various asset classes.

Audrey Dalsass is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. She currently works at Lido Advisors, LLC and has prior experience at Olympus Wealth Management, LLC. Before entering financial services, she worked at the University of Utah Marriott Library and in grade school education. 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, offering investment management, financial planning, family office services, and retirement and estate planning, with a focus on diversification and options-based strategies.

Anita Daguilar is a financial advisor with Oppenheimer in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has been with Oppenheimer since 2013. Outside of her advisory role, she is involved in residential real estate. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation alongside various investment vehicles, with an emphasis on both discretionary and non-discretionary management.