Kayla Kaltenecker is a CFP® with eight years of industry experience, currently advising clients at Lido. She has worked with Lido Advisors, LLC since 2017 and has also been involved with Kaltenecker Inc., an accounting firm where she serves as a data entry assistant. 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 with diversified strategies across multiple asset classes and routinely manages assets on a discretionary basis, including options-based strategies implemented both directly and through pooled vehicles.

Alexander Nikolenko is a financial advisor with TLG Advisors, Inc. and holds Series 63 and Series 65 credentials. He has 27 years of industry experience and has worked at Zey Financial Group Inc. since 2015 and The Leaders Group, Inc. since 2011. Outside of his advisory role, he is involved in multiple insurance-related businesses focusing on traditional life, long-term care, and disability insurance products. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Lewis Shore is a financial advisor at Lido with over 51 years of industry experience. He holds a Series 63 designation and has worked at firms including Lincoln Investment, Capital Analysts, and Private Wealth Strategies. Outside of advisory roles, he has been involved in the sale and service of life and health insurance products since 1974. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, and other institutional clients, providing integrated wealth management with diversification across multiple asset classes and options-based strategies. The firm also offers family office services, retirement and estate planning, and access to third-party managers and sub-advisers.

John Bute is a financial advisor at Lido with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill Lynch. In addition to his advisory role, he serves as Director of Lido Tax LLC, focusing on business planning and operational oversight. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, and various institutional clients. The firm employs an integrated wealth management approach that includes diversified investment strategies and options-based techniques, managing assets primarily on a discretionary basis while leveraging third-party managers and sub-advisers.

Adam Quarello is a financial advisor at Oppenheimer with 24 years of industry experience. He has been with Oppenheimer since 2009 and holds a Series 66 designation. Outside of his advisory work, he is involved in playing music in public. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and a variety of investment strategies tailored to client objectives.

Brock Niederer is a Series 65-licensed financial advisor at Lido with one year of industry experience. His prior roles include positions at Spire Outsourcing and BYU Idaho, with six years in full-time education before entering the financial sector. Lido serves high-net-worth and ultra-high-net-worth clients—including family offices, trusts, and charitable organizations—by providing investment management, financial planning, and family office services. The firm employs a diversified, integrated wealth management approach spanning multiple asset classes and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers.

Bradley Bronk is a financial advisor at Commonwealth Financial Network with 20 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Commonwealth since 2009. Outside of his advisory role, he is involved in fixed insurance sales at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Matthew Willis is a financial advisor with Rockefeller Financial LLC in Los Angeles, CA, holding a Series 66 designation and 12 years of industry experience. He has worked at Rockefeller Capital Management and Wells Fargo Advisors among other firms. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating also as a registered broker-dealer with a consolidated investment platform that includes direct portfolio management and access to third-party managers.

Barry Newman is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has longstanding roles with Ameritas Investment Corp and Ameritas Life Insurance Corp dating back to 2011 and 2012. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Mark Weinberg is a financial advisor with Oppenheimer in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Oppenheimer since 2003. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm employs diverse investment approaches tailored to its programs and advisors, managing approximately $36.7 billion in assets as of year-end 2025.

Daniel Chesler is a financial advisor with Schwab Wealth Advisory in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at TD Ameritrade and Charles Schwab entities. Outside of his advisory work, he owns a rental property. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not manage client accounts on a discretionary basis.

Ariel Da Silva is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked with Oakwood Capital Management and its division ACORN DIGITAL WEALTH before joining Wealth Enhancement Advisory Services in 2021. Based in Los Angeles, CA, his career spans roles at multiple firms within the wealth management sector. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers comprehensive financial planning and asset management services, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Louis Kim is a financial advisor at Lido with one year of industry experience. He holds the Series 66 designation and has previously worked at MKL Capital Management LLC, Paceline Partners, The Leaders Group Inc, and Gideon. Outside of his advisory role, he is the managing member of Big D Hotel, LLC, a group investment vehicle related to a hotel in Dallas, Texas. 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 across multiple asset classes and offers investment management, financial planning, family office services, and retirement and estate planning.

David Hou is a financial advisor at MAI Capital Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Inbalance Advisors, Evoke Wealth, and First Republic Investment Management. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and serves in both advisory and product-sponsor roles, including investment advisory to a registered mutual fund and management of private funds.

Warren Sypinero is a CFP® and CFA® with 15 years of industry experience, currently serving at First Citizens Investor Services, Inc. in Beverly Hills, CA. His career includes roles at Fidelity Brokerage Services LLC, Union Bank, TIAA, and TIAA-CREF. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes IAR-led assessments and applies fundamental, quantitative, and technical analysis across a range of investment products including equities, fixed income, mutual funds, and ETFs.

Maher Askary is a Series 65-credentialed advisor at Lido with experience spanning several firms since 2016. He has held positions at Lido Advisors, Envision Capital Group, Partners Capital Group, AD Asset Management, and Yield Investments LTD. Outside of his advisory roles, Askary has served as managing director of AD Asset Management, a commercial real estate investment fund currently in the process of closing. 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 emphasizing diversification across multiple asset classes and options-based strategies, managing assets both directly and through affiliated pooled vehicles.

Adam Castillo is a financial advisor at Lido with four years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Cambridge Management Group, Mondelez International, and California State University of San Marcos. Outside of finance, he was involved with the North County Basketball Officials Association for two years. 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 that includes diversification across multiple asset classes and implements options-based strategies, typically managing assets on a discretionary basis while utilizing third-party managers as appropriate.

Jeffrey Kaufmann is a financial advisor at Lido with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lido Advisors, LLC since 2021, following six years at Boston Private Wealth LLC. Based in Los Angeles, CA, he provides advisory services within a firm that serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. Lido employs an integrated wealth management approach that includes diversification across multiple asset classes, implements options-based strategies such as its “Cap and Cushion” method, and manages assets primarily on a discretionary basis while utilizing third-party managers and sub-advisers as appropriate.

Kevin Friedman is a financial advisor at Oppenheimer with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he instructs law enforcement and military personnel in defense tactics through Krav Maga Worldwide and serves on the Tucson Delta Chi Alumni Board. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies to construct client solutions, and acts as a qualified custodian for client assets.

Louis Flamino is a financial advisor with Lido, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Lido Advisors, LLC since 2016 and also provides services for IDB Lido Wealth, LLC under a contractual agreement. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and other entities, offering investment management, financial planning, and family office services. The firm employs a diversified investment approach that includes equities, fixed income, structured notes, real estate debt, and alternatives, along with options-based strategies implemented directly in client accounts and pooled vehicles.