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.

Juan Corona is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and eight years of industry experience. He has been with Citigroup since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Harold Klein is a financial advisor at NewEdge Advisors with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial and National Planning Corporation. Klein manages advisory services through NewEdge Advisors, LLC, doing business as Pacific Pointe Advisors. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

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.

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.

Tracie Southerland is a financial advisor at EP Wealth Advisors with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Opes Wealth Management, LLC and Opes Advisors, Inc. In addition to her advisory role, she is a mortgage advisor involved in originating mortgages. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm provides customized model portfolios with ongoing monitoring and employs a variety of investment strategies, including third-party manager recommendations and ERISA plan services.

Shu Kaneko is a financial advisor at TLG Advisors, Inc. with three years of industry experience. He holds a Series 66 designation and has worked with firms including LPL Enterprise and The Prudential Insurance Company of America. Outside of advising, Kaneko is a real estate broker with Bluepine Real Estate. TLG Advisors serves a wide range of clients, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and pension plans. The firm focuses on manager selection and ongoing portfolio monitoring, using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both traditional advisory services and a direct-to-consumer digital program.

Martin Rodriguez is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with EP Wealth Advisors and previously worked at LongView Asset Management, Wells Fargo Clearing, and Morgan Stanley. Before entering the financial industry, he spent time in retail and education sectors. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation, using a combination of fundamental, technical, and cyclical analysis alongside alternative investment strategies.

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.

Connor Bernal is a financial advisor at EP Wealth Advisors with a Series 65 designation and one year of industry experience. Prior to joining EP Wealth Advisors, he worked at Magnit and LinkedIn. EP Wealth Advisors serves individuals, corporate clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm offers customized model portfolios using fundamental, technical, and cyclical analysis, alongside access to tax preparation and estate-document services for qualifying clients.

Adam Kulesza is a CFP® and ChFC® with 21 years of industry experience. He currently serves as a financial advisor at EP Wealth Advisors, having previously worked at Executive Wealth Management, Private Client Services, and other firms. Kulesza is also the owner of EWM Tax Solutions, a non-investment-related business. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation.

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.

Paul Huddle is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has been with Independent Financial Group since 2010 and has additional experience running his own businesses in mortgage lending, construction consulting, and notary services. He also serves on the board of a local homeowners association. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, and plan sponsors with a range of investment advisory programs and financial planning services. The firm uses a combination of in-house and third-party models to tailor strategies across different risk profiles and offers both discretionary and non-discretionary solutions.

Diana Law is a CFP®-certified financial advisor with 16 years of industry experience. She is currently with Empower Advisory Group and has previously worked at GWFS Equities, Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, and Fidelity Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Jefferson Davenport is a CFA® charterholder with over 10 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2024, and previously spent nine years at CornerCap Investment Counsel. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, managing approximately $35.57 billion in assets with a suitability-driven investment approach.

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.

Alina Narr is a CFP® and holds a Series 65 license with nine years of industry experience. She has been with EP Wealth Advisors since 2015. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to develop and monitor portfolios and offers a range of services including discretionary portfolio management, financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

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.