Duy Le is a financial advisor at Lido with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Morgan Stanley and Fountainhead Advisors. 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 integrated wealth management, including investment management, financial planning, family office services, and estate planning, with a diversified investment approach that incorporates equities, fixed income, structured notes, real estate debt, and alternatives.

Stuart Chaussee is a Series 65-licensed financial advisor with 26 years of industry experience, currently with Lido Advisors, LLC since 2025. He has operated his own firm, Stuart Chausée & Associates, Inc., since 2012, providing subadvisory asset management services to Lido. Chaussee is also a self-employed author of personal finance and investment books since 2002. 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 diversified investments across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Maxwell Luck is a financial advisor at Oppenheimer with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Bank and Wells Fargo Clearing. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs a range of investment approaches across equity, balanced, and fixed income strategies and reported approximately $36.7 billion in assets under management as of December 31, 2025.

Erick Newton is a CFP® professional with 32 years of industry experience. He currently works at Lido Advisors, LLC and previously was with Purshe Kaplan Sterling Investments and Copperwynd Financial. He is associated with Project Sandstone LLC, a holding company for private investments based in Arizona with no active business duties. 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 investment management, financial planning, family office services, retirement and estate planning, and access to third-party managers, employing an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Candice Richardson is a CFA® charterholder with six years of experience at Lido Advisors and a total of two years in the financial industry. Her prior roles include positions at Witt O'Brien's, UCLA Luskin Center for Innovation, Milken Institute, University of California, Los Angeles, and Alliance Bernstein. Outside of her advisory work, she has been a dog sitter for Rover in Redondo Beach, CA since 2025. 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 various asset classes and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Stephanie Arkof is a financial advisor at Mercer Global Advisors with 19 years of industry experience and a Series 65 designation. She was previously with SB Capital Management, Inc. for 22 years. SB Capital Management, Inc. provides investment advisory and financial planning services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation oriented approach that emphasizes portfolio structure and tax-aware implementation, managing discretionary accounts and multiple private equity and hedge fund vehicles.

Matthew Malak is a ChFC®-designated financial advisor with 11 years of industry experience. He is currently with Eagle Strategies (NY Life), where he has worked since 2022, and has been affiliated with NYlife Securities LLC and New York Life Insurance Company since 2015. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through its extensive network of advisors. The firm delivers tailored solutions across multiple program types and works with individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients.

Luke Bender is a Series 65–licensed financial advisor at Lido with one year of industry experience. Prior to joining Lido Advisors, LLC, he was employed at the Post Investment Group and has worked at Calabasas Country Club. He graduated from the University of Wisconsin, Madison. Lido serves high-net-worth and ultra-high-net-worth clients including individuals, family offices, and charitable organizations. The firm provides investment management, financial planning, and family office services, employing a diversified and options-based investment approach implemented both directly and through pooled vehicles.

Steven Mulligan is a financial advisor with D.A. Davidson & Co., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with D.A. Davidson & Co. since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards, offering services such as ERISA retirement plan advisory, comprehensive financial planning, and private wealth management for high-net-worth clients.

Ian Ruebel is a financial advisor at Hightower Advisors in Los Angeles, CA, holding a Series 65 designation with four years of industry experience. He has been with Hightower since 2019 and previously worked at LourdMurray from 2017 to 2019. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with capabilities spanning mutual funds, ETFs, alternative investments, and custom indexing.

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.