Jennifer Capo is a financial advisor at NewEdge Advisors with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at TIAA and TIAA-CREF for 17 years. She is affiliated full-time with Generate Wealth, LLC, operating under NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to third-party advisory programs, utilizing centralized due diligence and technology tools to support clients and advisors.

Mark Roman is a financial advisor with Oppenheimer in Los Angeles, CA, holding a Series 66 designation and 13 years of industry experience. He has worked at Oppenheimer since 2017 and previously spent one year with Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and services, including discretionary and non-discretionary management, with an emphasis on strategic asset allocation, manager selection, and comprehensive portfolio oversight.

Jon Carrier is a financial advisor at Cresset Asset Management, LLC with three years of industry experience. He holds a Series 65 designation and previously worked with the Los Angeles Rams and the National Football League. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, offering services such as wealth management, financial planning, and discretionary portfolio management with a disciplined, risk-aware approach that incorporates active and passive strategies across multiple asset classes.

Mario Woizeschke is a financial advisor with First Citizens Investor Services, Inc. in Pasadena, CA, holding a Series 66 designation and 21 years of industry experience. His work history includes long tenures at Union Bank of California and Unionbanc Investment Services, as well as roles at First Republic Bank and First Citizens Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client-focused process using fundamental, quantitative, and technical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs.

Javier Jimenez is a CFP® with seven years of industry experience, currently advising clients at Lido. His prior roles include positions at Copperwynd Financial, Vanguard, Edward Jones, and ComCap Advisory. Outside of his advisory work, he serves as Treasurer of the Woodland Springs Association in Arizona. Lido advises a diverse client base, including high-net-worth individuals, family offices, trusts, and corporations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach, balancing asset allocation across multiple asset classes and using tactical and defined-risk option strategies implemented through various managed accounts and affiliated entities.

Peter Viehl is a CFA® charterholder with 13 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023, following a ten-year tenure at Gamble Jones Investment Counsel. Cerity Partners serves a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, combining quantitative screening with both third-party and direct security selection.

Craig Brothers is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and 41 years of industry experience. His prior work includes long-term roles at Bel Air Investment Advisors, LLC, Bel Air Securities LLC, and Bel Air Management Company LLC. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach involves manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Thuc Tran is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. for a combined 12 years. Citigroup Global Markets serves individual and institutional clients across high-net-worth and ultra-high-net-worth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with in-house research and operates as a security-based swap dealer and futures commission merchant.

Kamil Rehman is a financial advisor with Schwab Wealth Advisory and holds Series 63, 65, and 66 licenses. He has 21 years of industry experience, including prior roles at Edward Jones, Woodbury Financial Services, and Morgan Stanley. Outside of finance, he owns and operates CurrentBuild Computer, a computer hardware business focused on design and marketing. Schwab Wealth Advisory serves clients enrolled in the SWA program and certain Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm uses Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Alexandra Browne is a Series 65 licensed financial advisor with 12 years of industry experience. She has been with Lido and its affiliated entities since 2014. Outside of her advisory role, she operates a personal travel company and serves on the Dean's Advisory Board at Texas A&M University's Mays Business School. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional entities, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical option strategies and maintains a range of affiliated trust, tax, insurance, and brokerage services.

Lena Thomas is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with Citigroup since 2017, including two years at Citibank prior to her current role. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs that include multi-asset, multi-manager strategies and execution services. The firm operates with notable institutional scale and a diverse set of market roles, providing both discretionary and non-discretionary investment solutions.

Vincent Bonavia is a financial advisor at Lido with eight years of industry experience. He holds Series 66 and Series 65 licenses. Prior to joining Lido in 2022, he worked at Cetera Investment Services, Regions Bank, JP Morgan Chase Bank, and other financial firms. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and pension plans, offering investment management, financial planning, family office services, and related referrals. The firm employs an integrated wealth-management approach that includes tactical and defined-risk option strategies and maintains a significant role as sub-adviser to investment funds while providing a broad array of affiliated services.

Farid Krizman is a financial advisor at NewEdge Advisors with 26 years of industry experience. He has held positions at TIAA and Tiaa from 2007 to 2025 before joining NewEdge Advisors in 2025. Mr. Krizman holds the Series 66 designation and is also a licensed insurance agent. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a wide range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing centralized due diligence and technology tools to support advisor and client needs.

Laura Braverman is a financial advisor at Lido with 19 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Bluepointe Capital Management for 19 years before joining Lido in 2025. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, estates, charitable organizations, and institutional investors. The firm employs an integrated wealth-management approach that combines tactical and defined-risk option strategies with a broad range of asset classes, supported by a network of affiliated entities providing trust, tax, insurance, and brokerage services.

Jordan Kunz is a CFP® and CFA® with 11 years of industry experience. He currently works at Lido, where he has been since 2023, and previously spent 11 years at Sargent Bickham Lagudis, LLC. Lido serves a diverse client base including high-net-worth and ultra-high-net-worth individuals, family offices, trusts and estates, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach with active sub-advisory roles and a wide range of affiliated services, overseeing approximately $42.5 billion in assets.

Laura Kim is a financial advisor with Hightower Advisors, holding a Series 66 designation and 18 years of industry experience. She has worked at Bel Air Investment Advisors LLC and Bel Air Securities LLC since 2016. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers to offer diversified portfolio construction and specialized investment strategies.

Brian Engel is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including Sawgrass Asset Management LLC, Vontobel Asset Management Incorporated, and BMO Investment Distributors. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, offering a range of active equity and fixed-income strategies. The firm emphasizes fundamental, company-level research with governance and sustainability assessments and manages approximately $58 billion in assets across various investment platforms.

Edwin Huey is a financial advisor with Hightower Advisors in Los Angeles, CA, holding a Series 66 designation and 25 years of industry experience. He worked at Bel Air Securities LLC for 16 years before joining Hightower Advisors in 2021. Huey is also employed by Bel Air Investment Advisors LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Erica Jean Cortez is a CFP® with 14 years of industry experience, currently advising at Lido Advisors, LLC. Her prior roles include positions at Mariner, Wealth Enhancement Group, and Commonwealth Financial Network, among others. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, providing investment management, financial planning, and family office services. The firm uses an integrated wealth-management approach combining equities, fixed income, alternatives, and options strategies, and is known for its active sub-advisory roles and affiliated in-house capabilities.

Mary Gukasyan is a financial advisor at RBC Rochdale, LLC with five years of industry experience. She holds a Series 66 designation and has worked previously at Round Hill Asset Management and City National Rochdale. Mary’s prior roles also include positions in local government and academia. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and government entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, utilizing proprietary tools and working with third-party sub-advisors to deliver tailored portfolio management solutions.