Alexandria Franco is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. She has four years of industry experience and has been with United Planners since 2018. In addition to her advisory role, she is a life-only insurance agent and is involved in tax preparation and accounting through associated firms in Thousand Oaks, CA. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, and institutional clients. The firm employs independent Investment Adviser Representatives and offers a range of advisory and brokerage services using multiple custodians and third-party managers.

Thomas Ryan is a financial advisor at Lido with a Series 65 designation and five years of industry experience. He previously worked at Avitas Wealth Management and has a background including roles at Payment Cloud and Pepperdine University. Outside of finance, he owns an e-commerce business called Daily LLC. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, and other entities, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach with diversification across multiple asset classes and manages both discretionary accounts and pooled investment vehicles.

Andrew Selu is a financial advisor at Prime Capital Financial with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Financial Engines Advisors and Fidelity in various advisory roles. Outside of his advisory work, he is co-owner of an e-commerce business with his wife focused on home decor and other items. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, retirement plan sponsorship, and family office solutions, employing diverse investment strategies and maintaining an affiliated accounting subsidiary.

William Leathers is a financial advisor at Lido with Series 63 and Series 65 credentials and three years of industry experience. He previously worked at Alliance Bernstein, St. Germain Investments, and OneDigital, and has experience in campus recreation and wellness at Elon University as well as at Chatham Beach & Tennis Club. Lido serves high-net-worth and ultra-high-net-worth clients, family offices, trusts, and other entities, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach with diversification across multiple asset classes and implements options-based strategies both directly and through pooled vehicles.

Michael Rader is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding Series 63 and Series 66 licenses with 16 years of industry experience. His prior roles include positions at LPL Financial, Prudential Insurance Company of America, and Wells Fargo Advisors. HSBC Securities (USA) Inc. offers a range of managed account programs serving individuals, retirement accounts, charitable organizations, and corporations, utilizing a combination of client-directed and discretionary investment strategies supported by HSBC Global Asset Management and affiliated providers.

Emily Kruthoff is a financial advisor at Lido with eight years of industry experience. She has held roles at Lido Advisors since 2019 and previously worked at Goldman Sachs & Co. from 2016 to 2018. Lido serves high-net-worth and ultra-high-net-worth clients including individuals, family offices, trusts, and charitable organizations. The firm employs a diversified, integrated wealth management approach incorporating equities, fixed income, alternatives, and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Michael Montgomery is a CFA® charterholder and Series 63 licensee with 10 years of industry experience. He is currently with Kayne Anderson Rudnick Investment Management, LLC, where he has worked since 2022. His prior experience includes roles at BMO Investment Distributors, LLC and B.C. Ziegler and Company. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, insurers, banks, family offices, and high-net-worth individuals. The firm’s investment approach centers on fundamental company-level research and incorporates proprietary governance and sustainability assessments across a range of active equity and fixed-income strategies.

Molly Ciprari is a financial advisor at MAI Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Evoke Advisors and Nuveen. Her background includes time at the University of Wisconsin - Madison and experience in education and other roles prior to entering the financial industry. MAI Capital Management, LLC provides investment management and wealth services to a diverse client base including high-net-worth individuals, families, sports professionals, and institutions. The firm offers customized portfolio strategies and integrates financial planning, tax, and administrative services across its offerings.

Curtis Vega is a financial advisor at HSBC Securities (USA) Inc. in Beverly Hills, CA, with 17 years of industry experience. He holds the Series 66 designation and has worked at HSBC Securities since 2021, following eight years at HSBC Bank USA N.A. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through client-directed and discretionary portfolio options. The firm employs a risk-profile-based investment approach supported by affiliated and third-party providers for fund selection and portfolio management.

Benjamin Gottlieb is a financial advisor at Lido with a Series 65 credential and one year of industry experience. His prior roles include positions at Centura Wealth Advisory, Chandler Asset Management, Bank of Hawaii, and CKW Financial Group. Outside of finance, he was involved with Blue Note Hawaii for four years. 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 with diversification across multiple asset classes and utilizes options-based strategies, managing assets primarily on a discretionary basis and often working with third-party managers.

Albert Diaz is a financial advisor at RBC Rochdale, LLC with six years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at City National Rochdale, City National Securities, Franklin Templeton Investments, U.S. Bancorp Investments, and U.S. Bank. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors. The firm employs an active, multi-strategy investment process combining quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes and often collaborates with third-party sub-advisors.

Edward Comerford is a financial advisor at Lido with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, Aqua Finance, and Englewood Health, among other roles. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach with diversification across various asset classes and implements options-based strategies directly in client accounts and pooled vehicles.

Connor Bauer is a financial advisor with RBC Rochdale, LLC, holding a Series 66 credential and eight years of industry experience. He has worked at CNR Securities, LLC and City National Rochdale since 2017 and previously was employed at Purdue University. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment approach that integrates quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools such as the Galaxy asset-allocation system and Monte Carlo simulations to tailor portfolios across various asset classes.

Margaret Richardson is a CFP® and holds a Series 66 license, with 16 years of experience in the financial industry. She is currently with Kayne Anderson Rudnick Investment Management, LLC and previously worked at Rockefeller Financial LLC and Merrill. Kayne Anderson Rudnick provides discretionary advisory and sub‑advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, pension plans, and individual clients. The firm emphasizes fundamental, quality‑oriented equity research and offers a range of strategies while serving unique client segments such as sovereign wealth funds and banking clients.

Kevin Mcveigh is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at Lido Advisors, LLC since 2025. Prior to joining Lido, he spent 30 years at Exchange Capital Management, Inc., where he continues to be involved in overseeing the termination of operations. Lido Advisors 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 a range of services including investment management, financial planning, and family office services, with a focus on diversification and options-based strategies.

Jacob Jablonski is a financial advisor at Lido with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Zacks Investment Management, Creekmur Asset Management, and Charles Schwab. 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 an integrated wealth management approach that includes investment management, financial planning, family office services, and estate planning, utilizing diversified strategies across multiple asset classes and options-based approaches.

Peter De Martino is a financial advisor with Wealth Enhancement Advisory Services, LLC in Los Angeles, CA. He holds Series 63, Series 65, and Series 66 licenses and has 22 years of industry experience. His prior roles include positions at Morgan Stanley and Retirement Planners of America. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment process that blends passive and active managers overseen by an internal Investment Committee.

Brian Griffiths is a financial advisor at Lido with 18 years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and FIDELITY Personal and Workplace Advisors. Outside of his advisory role, he is a part-owner of a handmade jewelry and hair salon business operated by his wife. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles through an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies. The firm routinely manages assets on a discretionary basis and serves registered investment companies while employing third-party managers and sub-advisers when appropriate.

Salleh Beitollahi is a CFP® professional at PlanMember Securities Corporation with six years of industry experience. He has held roles at Legacy Financial Group, Calmont Insurance Services, and other financial and real estate-related firms. Outside of advisory work, he is also active as a real estate sales agent and broker. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as a fiduciary under ERISA Section 3(38) and offering participant-level investment options through its asset allocation portfolios. The firm employs a strategic asset allocation approach with risk-based mutual fund portfolios and supports clients through education, seminars, and personalized retirement planning.

Jordan Hunt is a CFA® charterholder and financial advisor at Lido with six years of industry experience. Prior to joining Lido, he worked at Jackson Hole Capital Partners, Trust Company of Oklahoma, and Corporate Consulting Group / Financial Solutions, Inc. He is based in Los Angeles, CA. Lido serves high-net-worth and ultra-high-net-worth clients, including individuals, family offices, trusts, and charitable organizations. The firm offers integrated wealth management with diversification across multiple asset classes and utilizes options-based strategies, managing assets mainly on a discretionary basis and employing third-party managers and sub-advisers when appropriate.