Matthew Harris is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Hightower Advisors since 2008, including in roles at Hightower Securities, and currently also operates a consulting business, Aperture Partners Inc., providing research and analysis on asset allocation, investment managers, and client content. Hightower Advisors serves a broad range of individual and institutional clients, offering investment advisory and planning services with an emphasis on manager selection and multi-manager solutions. The firm combines proprietary research and diverse portfolio construction strategies, supporting both discretionary and non-discretionary management approaches.

Eduardo Provincia is a financial advisor at NewEdge Advisors with 14 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates, Inc. from 2016 to 2023. Provincia is also involved in fixed insurance and annuity sales through related business activities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Brennan Fontana is a financial advisor at Lido with Series 65 and Series 66 credentials and four years of industry experience. His prior work includes roles at eXp Realty, Marcus & Millichap, Bank of America, and Merrill Lynch Pierce Fenner & Smith. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, providing investment management, financial planning, family office services, and estate planning. The firm employs an integrated wealth management approach across various asset classes and offers options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers as appropriate.

Eda Hong is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and beginning her career in 2024. She has been with Citigroup in multiple periods since 2024, with prior gaps in employment. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Michael Lemkin is a financial advisor at Oppenheimer in Los Angeles, CA, with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2003. Outside of his advisory role, he serves as trustee of an irrevocable spendthrift trust for a longtime family friend, overseeing investments and distributions. Oppenheimer serves individual and institutional clients, including high-net-worth individuals, corporations, and retirement plans, offering a range of advisory programs from discretionary portfolio management to consulting and financial planning. The firm employs various investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of late 2025.

Felipe Albuquerque is a financial advisor at Eagle Strategies (NY Life) based in Glendale, CA, with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked with NYLIFE Securities LLC and New York Life Insurance Co. Albuquerque was previously involved in the fitness industry as a self-employed professional and briefly owned a dormant fitness-related business. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailored solutions delivered mainly on a non-discretionary basis and operates within the integrated New York Life affiliate structure.

Nicholas Benedetto is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 credentials. He has four years of industry experience, including prior roles at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., and JPMorgan Chase Bank N.A. Outside of finance, his work history includes positions in the automotive and veterinary sectors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment advisory programs alongside broker-dealer execution and custody services. The firm’s approach includes discretionary and non-discretionary multi-manager strategies, supported by in-house research and unique market roles such as security-based swap dealing and futures commission merchant activities.

Max Mahr is a financial advisor at Lido with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Lido, he worked at H.C. Wainwright & Co., LLC 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 employs an integrated wealth management approach that includes diversification across various asset classes and options-based strategies, managing assets typically on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Troy Jones is a CFA® charterholder with three years of industry experience. He is currently with Lido Advisors, LLC and also serves Enterprise Trust & Investment Company, where he has worked for over 30 years. His work is exclusively focused on his role at Enterprise Trust & Investment Company. 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 multiple asset classes and manages assets on a discretionary basis, often utilizing third-party managers and sub-advisers.

Ford Van Winkle is a Series 65 licensed advisor with nine years of industry experience, currently working at Lido Advisors, LLC since 2025. He previously held roles at Freestone Capital Management, LLC from 2023 to 2025, and Fisher Investments from 2016 to 2023. 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 primarily on a discretionary basis and incorporating third-party managers as appropriate.

Benjamin Posen is a financial advisor with Hightower Advisors, holding a Series 63 license and bringing 28 years of industry experience. He previously worked for Lindbrook Capital, LLC for 14 years before joining Hightower in 2025. Outside of his advisory role, he serves as a board member for Hopeless Records, Still Got Game, and as an independent board member for CNL Strategic Capital. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach involves manager selection and multi-manager solutions, incorporating both affiliated and third-party managers, with discretionary and non-discretionary portfolio management options.

Tyler Dritz is a CFA® charterholder with 20 years of industry experience. He has worked at Hightower Advisors since 2025 and previously spent 14 years at Lindbrook Capital, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s approach centers on manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research to deliver customized portfolio management and financial planning.

Kevin Salk is affiliated with Oppenheimer and holds the Series 63, Series 65, and Series 66 designations, with 35 years of industry experience. He has been unemployed since 2009. Outside of finance, Mr. Salk operates a photography business focused on punk rock and early 1980s music bands, selling prints, books, and related merchandise through galleries and partnerships. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation and manager selection to tailor client solutions, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management programs.

Justin Koroyan is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities, JP Morgan Chase Bank, City National Securities, and HSBC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including in-house research and unique market roles.

Richard Freilich is a financial advisor at Hightower Advisors in Los Angeles, CA, with 43 years of industry experience. He has held positions at Hightower Advisors since 2021 and previously worked at Bel Air Securities LLC and Bel Air Investment Advisors LLC from 1998 to 2021. He holds Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Robert Renshaw is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Lido. He previously spent 10 years at Fountainhead Capital Management and continues to assist with the winding down of its operations following its merger with Lido. Outside of investment advisory, he is also an agent for life insurance with Penn Mutual Life Insurance and National Life Group. Lido advises high-net-worth and ultra-high-net-worth clients, including 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 diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and partnering with third-party managers when appropriate.

Matthew Munet is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds Series 63 and Series 65 licenses and has eight years of industry experience. His career includes roles at New York Life Insurance Co., NYLife Securities, LLC, Northwestern Mutual, and Brecher Insurance and Financial Services. Munet also operates under the DBA name Aurum Wealth Strategies and Insurance Solutions, LLC, where he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice, operates mainly under non-discretionary management, and integrates insurance and annuity products through its affiliation with New York Life.

Thomas Pontius is a CFP® professional with five years of experience at Kayne Anderson Rudnick Investment Management, LLC and a total of four years in the financial industry. Prior to joining Kayne Anderson Rudnick in 2021, he worked at Wells Fargo Private Bank, Ernst & Young, and Andersen Tax LLC. He is also a limited partner in a real estate investment LLC where he provides tax and financial advice. 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 with an emphasis on fundamental company-level research and proprietary governance and sustainability assessments. The firm manages approximately $58 billion in assets and serves diverse client types, including pension plans, insurance companies, family offices, and sovereign wealth funds.

Spencer Anmuth is a financial advisor with TLG Advisors, Inc. in Los Angeles, CA, holding a Series 66 credential and one year of industry experience. He has held roles at Gideon Strategic Partners and Mill Creek Capital Advisors and has academic experience from the University of Pennsylvania. Anmuth also works as a Client Service Associate at Gideon Strategic Partners. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, offering investment supervisory services, portfolio management, and financial planning.

Maxwell Kilstofte is a financial advisor with PlanMember Securities Corporation in Los Angeles, holding a Series 66 credential and four years of industry experience. He also operates as a CPA specializing in tax return preparation and maintains a role as controller for a manufacturers’ representative company in the high-tech sector. Outside of finance, he is involved in music as a songwriter and performer. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, functioning as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services for plan sponsors and participants.