Dominique Langerman is a financial advisor at Mercer Global Advisors Inc. with five years of industry experience and holds a Series 66 designation. Prior to joining Mercer, Langerman worked at Whittier Trust, Lido Advisors, Bank of America, Merrill Lynch, and AXA-Advisors. Outside of advising, Langerman serves as Treasurer and Finance Committee Chair for Nature Israel, a nonprofit environmental organization. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios based on Modern Portfolio Theory, with a focus on multi-factor tilts, low-cost index vehicles, and tax management.

Elias Kaplan is a CFP® with five years of industry experience, currently serving as a financial advisor at Lido since 2022. His background includes roles at Altfest Personal Wealth Management and Ernst & Young. He also serves as a director of Vista Hill Limited, a UK holding company involved in real estate in Uruguay. Lido advises a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering integrated wealth management services. The firm employs a tactical investment approach featuring equities, fixed income, alternatives, and options strategies, and is notable for its active sub-advisory role and extensive affiliated capabilities.

Deanna Yu is a financial advisor at First Citizens Investor Services, Inc. with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at CITIGROUP, BancWest Investment Services, BANK OF THE WEST, and Merrill. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm’s investment approach involves IAR-led assessments and the use of fundamental, quantitative, and technical analysis to allocate across various asset classes.

David Douglas is a financial advisor at Lido with a Series 65 credential and four years of industry experience. Prior to joining Lido in 2025, he worked at Private Capital Management for three years and has held positions in both the restaurant industry and academia. Lido serves a diverse range of clients, including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm employs an integrated wealth-management approach featuring a broad asset allocation and tactical option strategies, and is notable for its active sub-advisory roles and a wide array of affiliated financial services.

James Savage is a financial advisor at Lido with 10 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Merrill for three years before joining Lido in 2019. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional plans, offering investment management, financial planning, family office services, and access to affiliated trust, tax, insurance, and brokerage services. The firm manages approximately $42.5 billion in assets and employs an integrated wealth-management approach that includes tactical option strategies and a combination of discretionary and non-discretionary accounts.

Christian Martinez is a CFP® with four years of industry experience, currently serving as a financial advisor at Lido. He previously worked at Brent Forrest & Associates and Northwestern Mutual, among other firms. Martinez has also been involved with The Washtub during his early career. Lido advises a wide range of clients, including high-net-worth individuals, family offices, and charitable organizations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach and is notable for its active sub-advisory roles and affiliated capabilities in trust, tax, and brokerage services.

Brendan Logan is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior work history includes roles at Belmont DPW and AV Rizzo Irrigation, as well as academic experience at Elon University and Belmont Hill School. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach that incorporates a broad range of asset classes and tactical defined-risk option strategies, delivering services through both discretionary and non-discretionary accounts alongside affiliated entities.

Brooke Napiwocki is a CFP® with 12 years of experience in the financial industry, currently serving at Lido Advisors, LLC since 2024. Her prior roles include positions at Pegasus Partners, J.W. Cole Advisors, Crescendo Wealth Management, LPL Financial, and WealthSpire Advisors. She is the founder and Chief Wellness Officer of Be Financially Well, LLC, an education company focused on financial wellness. Lido provides investment management, financial planning, and family office services to a diverse client base including high-net-worth individuals, family offices, and charitable organizations. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies, and supports its advisory services with a range of affiliated entities and sub-advisory roles.

Yuyen Chang is a CFP®, CFA®, and Series 65-designated financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 12 years of industry experience. Prior to joining Kayne Anderson Rudnick in 2021, Chang worked at Creative Planning and Halbert Hargrove. He is also an instructor for the CFP education course at the University of California, Irvine. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, registered investment advisers, pension plans, and individual clients. The firm emphasizes fundamental, quality-oriented equity research and offers a range of strategies across market capitalizations and asset classes.

Ronald Silverman is a financial advisor at Hightower Advisors with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Hightower Advisors since 2021. Prior to that, he was associated with Bel Air Investment Advisors LLC, Bel Air Securities LLC, and Bel Air Management Company LLC. He serves on the advisory board for Blacklion Brothers Holdings, LLC, advising on real estate transactions. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions, manager selection, and access to both affiliated and third-party managers, utilizing proprietary research and a varied investment platform across mutual funds, ETFs, and alternative investments.

Cody Ambrogi is a financial advisor at Lido with four years of industry experience. He holds a Series 65 designation and previously worked at SEI Investments. His background includes time at Penn State University and local government in Uwchlan Township. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm employs an integrated wealth-management approach, balancing asset allocation across various asset classes and utilizing tactical option strategies, while also serving as sub-adviser to the VanEck U.S. Equity Buffer ETF.

Nolan Dietel is a CFP®-certified financial advisor at Lido with four years of industry experience. Prior to joining Lido Advisors, LLC in 2025, he worked at PrairieView Partners for three years. His background includes a range of roles outside finance, including positions at Crooked Pint Ale House and Texas Roadhouse. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering investment management, financial planning, and family office services. The firm’s investment approach integrates equities, fixed income, alternative investments, and options strategies, and it holds a notable role as sub-adviser to the VanEck U.S. Equity Buffer ETF.

John Barnes is a financial advisor at Lido with seven years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at William Blair & Co and Morgan Stanley. Lido provides investment management and financial planning services to a diverse client base that includes high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm utilizes an integrated wealth-management approach that incorporates equities, fixed income, alternative investments, and tactical option strategies, and is notable for its active sub-advisory role and extensive affiliated capabilities.

Nicholas Henry is a CFA® charterholder and Series 63 licensee with one year of industry experience. He currently works at Mercer Global Advisors Inc. and previously held roles at BMO Wealth Management, Liberfield Capital, and NYLIFE Securities LLC. Prior to his financial career, he was involved with Swim Right Academy. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios implemented through a range of investment vehicles including ETFs, index funds, and separate account managers.

Arman Melikian is a financial advisor at Sanctuary Advisors, LLC with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Bank of America and Merrill. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent advisors. The firm employs a range of investment approaches and platforms, providing both discretionary and non-discretionary management options while acting as a fiduciary under written advisory agreements.

Arun Bharath is a CFA® charterholder with four years of industry experience. He has worked at Hightower Advisors since 2021 and previously spent 14 years at Bel Air Investment Advisors. Arun is based in Los Angeles, CA. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on portfolio construction that incorporates a range of investment vehicles and strategies.

Rocio Hernandez is a CFP® with nine years of industry experience currently affiliated with Rockefeller Financial LLC. Her career includes roles at Morgan Stanley Smith Barney LLC, Manhattan West, Citigroup, and Morgan Stanley. She is based in Los Angeles, CA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm operates as both a registered investment adviser and broker-dealer, offering a range of portfolio management, financial planning, consulting, and investment banking services through an integrated Private Advisor model and consolidated investment platform.

Jabari Butler is a financial advisor at TIAA-CREF with eight years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities, Morgan Stanley Smith Barney, and Merrill. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, utilizing model portfolios and customized strategies depending on the program.

Namik Beganovic is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Morgan Stanley, UBS Financial Services, Cortland Valuation Group, Inc, and CNR Securities, LLC. RBC Rochdale serves a diverse client base, including high net worth individuals, corporations, and charitable organizations. The firm employs an active, multi-strategy investment approach that integrates quantitative and fundamental analysis, utilizing proprietary tools and collaborations with sub-advisors to tailor portfolios across various asset classes.

Evan Menendez 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 Morgan Stanley and UBS in various roles. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm offers integrated wealth management with a focus on tactical and defined-risk option strategies, alongside traditional advisory services supported by affiliated trust, tax, insurance, and brokerage entities.