Corey Liu is a CFA® charterholder and holds Series 65 and Series 63 licenses, with 12 years of experience in the financial advisory industry. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2022. Prior to that, he was with City National Rochdale for three years and Pillar Pacific Capital Management LLC for six years. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

Thomas Petrocelli is a financial advisor at Lido with three years of industry experience. He holds the Series 65 designation and has previously worked at Fountainhead Asset Management and Bloomberg LP. Lido provides investment management, financial planning, and family office services to a broad range of clients, including high-net-worth individuals, family offices, trusts, and charitable organizations. The firm employs an integrated wealth-management approach that includes tactical option strategies and offers extensive affiliated services such as trust, tax, insurance, and brokerage.

Yongkwan Kim is a CFA® charterholder and holds a Series 66 license with 22 years of industry experience. He currently serves as an advisor at Hightower Advisors, having joined in 2022, and previously worked at VP Distributors LLC and Kayne Anderson Rudnick Investment Management LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a focus on portfolio construction, proprietary research, and access to alternative investments.

Samuel Hoeck is a CFA® charterholder and holds a Series 66 license, with nine years of experience in the financial industry. He currently works at Lido Advisors, LLC and previously held roles at First Republic Investment Management, First Republic Securities Company, Wells Fargo Clearing, San Diego Gas & Electric, and Kestra Investment Services. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors, providing integrated wealth management, financial planning, and a range of affiliated services. The firm manages approximately $42.5 billion in regulatory assets and employs a multi-asset, tactical investment approach, including options strategies and active sub-advisory roles.

Janice Lang is a financial advisor at Equity Services, Inc. with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including DarbeeVision and Ameritas Life Insurance Corp. Outside of her advisory role, she is active as an insurance agent through Strategic Horizon. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Jonghong Park is a financial advisor with Transamerica Financial Advisors in Los Angeles, CA, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at Transamerica Financial Advisors since 2017 and has been involved with Two Fish Group since 2015, where he provides basic financial education as an instructor. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations, delivering services through model portfolios, third-party managers, and multiple advisory platforms.

Lauren Guzman is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding a Series 66 designation and nine years of industry experience. Her work history includes positions at Fidelity Investments, Bank of America, N.A., and Merrill. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary portfolio options. The firm utilizes a multi-profile investment process supported by global asset management and manager due diligence, operating as a registered adviser, broker-dealer, and futures commission merchant.

Marc Rock is a financial advisor at Lido with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at SecureVest Financial Group, Ohio National Financial Services, and Guardian Life Insurance Company. He is also the managing member and CEO of Abrahamsenrock, a registered investment advisor that provides customized wealth management solutions. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and institutions. The firm employs an integrated wealth-management approach that incorporates tactical and defined-risk option strategies and combines traditional advisory services with a broad suite of affiliated capabilities such as trust, tax, insurance, and brokerage services.

Andrew Theodore is a financial advisor at Lido with Series 65 and Series 63 licenses and nine years of industry experience. He previously worked at Charles Schwab for eight years and Raymond James & Associates for one year before joining Lido Advisors, LLC. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering integrated wealth management with an investment approach that combines tactical and defined-risk option strategies alongside traditional asset allocation. The firm also maintains an active role in sub-advisory and investment-company services and provides a range of affiliated trust, tax, insurance, and brokerage capabilities.

Sergio Duenas Granados is a CFA® charterholder based in Los Angeles, California, with two years of experience in the financial industry. He has worked at Lido Advisors, LLC since 2017 and previously spent four years at the Academy of Beauty. Outside of his advisory role, he is a partner in the Piruchi food truck business in Los Angeles, where he manages financial records. 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 employs an integrated wealth-management approach that includes tactical option strategies and operates through a network of affiliated entities, overseeing approximately $42.5 billion in regulatory assets.

Carlos Arroyo Govea is a financial advisor at Lido with two years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Upstart. Outside of his advisory role, he occasionally works as a delivery driver. 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 employs an integrated wealth-management approach that incorporates equities, fixed income, alternatives, and options strategies, and it also plays an active role as a sub-adviser to investment funds.

David Lipsey is a financial advisor at Lido with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Investment Institute and Wells Fargo Private Bank. Lido serves a diverse range of clients, including high-net-worth individuals, family offices, charitable organizations, and pension plans, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that combines various asset classes and strategies, and is noted for its active sub-advisory role and comprehensive affiliated capabilities.

Anees Saifi is a financial advisor with GWN Securities Inc. in Pasadena, CA, holding a Series 66 credential and 15 years of industry experience. He previously worked at Mass Mutual Investors Services and Axa Advisors. In addition to his advisory role, he is actively involved in insurance sales as a licensed agent. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs, financial planning, and third-party manager introductions. The firm employs a combination of affiliated and unaffiliated sub-advisers and utilizes portfolio strategies based on asset allocation and Modern Portfolio Theory, while also maintaining legacy market-timing and momentum-based approaches.

Marya Young is a financial advisor with Lido Advisors, LLC, holding a Series 63 designation and bringing 24 years of industry experience. Her career includes roles at Private Wealth Strategies, Lincoln Investment, Shore Morgan Young Wealth Strategies, and Osaic FA, Inc. Outside of advising, she is the owner and president of Design for Elegance, a furniture design business. Lido Advisors serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and pension plans. The firm employs an integrated wealth-management approach that incorporates tactical and defined-risk option strategies while offering a broad range of affiliated services such as trust, tax, and insurance.

James Mackey is a financial advisor with Eagle Strategies (NY Life) in Glendale, CA. He holds the ChFC® designation and Series 63 license and has 17 years of industry experience. His career includes roles at NYLIFE Securities LLC and New York Life Insurance Company since 2008. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm delivers tailored advice using various program types and manages the majority of its assets on a non-discretionary basis.

Nicholas Stonnington Jr. is a CFP® with eight years of industry experience, currently serving as an advisor at Prime Capital Financial. He previously worked at Stonnington Group, LLC, Oracle, and UC Berkeley. Outside of his advisory role, he is involved as an insurance agent and has a part-time role with CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm uses a variety of investment strategies and platforms and provides tax planning and consolidated reporting through affiliated subsidiaries.

William Dixon is a financial advisor at Lido with three years of industry experience. He holds a Series 65 designation and has worked previously at Northwestern Mutual and Duke University. Lido serves a diverse range of clients including high-net-worth individuals, family offices, charitable organizations, and pension plans. The firm uses an integrated wealth-management approach that employs various asset classes and tactical option strategies, while also providing extensive affiliated services such as trust, tax, and insurance.

Jeremy Curtis is a CFP® professional with six years of industry experience. He is currently an advisor at Lido Advisors, LLC, where he has worked since 2026. His prior experience includes roles at Strata Wealth Advisors, Guardian Life Insurance Company, The Curtis Law Firm, Lightstone Wealth Planning Solutions, Avidian Wealth Solutions, New York Life Insurance Company, and Integrated Wealth Counsel. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm offers comprehensive wealth-management services with an integrated investment approach that includes equities, fixed income, alternatives, and tactical option strategies, and it is notable for its active sub-advisory role and extensive affiliated service capabilities.

Neil Greenberger is a financial advisor at Citigroup Global Markets with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. Citigroup Global Markets combines large institutional scale with distinctive market roles, including in-house research and derivatives services, to support its multi-asset, multi-manager investment strategies.

Douglas Scotti is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2007. Outside of his advisory role, he manages Scotti's Original Springs, LLC, a business involved in trademark management. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles, including in-house research, swap dealing, and futures commission merchant services.