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.

Sean Rourke is a financial advisor with Capital Group Private Client Services, Inc., holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His prior roles include positions at Bank of New York Mellon Corp. and City National Bank. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Adam Quarello is a financial advisor at Oppenheimer with 24 years of industry experience. He has been with Oppenheimer since 2009 and previously worked at UBS Financial Services and Ameriprise. Outside of his advisory role, he performs music in public. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, including high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, with a mix of discretionary and non-discretionary management.

Michael Dinardo is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. He is also the managing member of 3DX Partners, an insurance-related business involved in relationship management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse group of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions, serving clients such as sovereign wealth funds and large institutional investors.

Brian Haubenstock is a financial advisor at Lincoln Investment with 43 years of industry experience. He holds the ChFC® and Series 63 credentials and previously worked for Cincinnati Analysts, Inc. for 14 years before joining Lincoln Investment in 2012. Haubenstock serves as president of the Center for Insurance Research and chairs the board of the Behavioral Diabetes Institute, both nonprofit organizations. Lincoln Investment Planning, LLC is a large enterprise firm serving a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm employs a combination of advisor-led consulting, model portfolios, and third-party managers, with an in-house Investment Management & Research team driving its investment strategies.

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.

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.

Mark Weinberg is a financial advisor at Oppenheimer in Los Angeles, CA, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has worked at Oppenheimer since 2003 and previously with CIBC World Markets Corp. from 1998 to 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs across equity, balanced, and fixed-income portfolios, employing strategic and tactical asset allocation, manager selection, and customized consulting and retirement services.

Souheir Alrachid is a financial advisor with Eagle Strategies (NY Life) based in Los Angeles, CA, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at AXA Advisors and Farmers Financial Solutions. She serves as a board member of the Baccash Family Foundation, which provides grants to several healthcare and community organizations. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, emphasizing tailored recommendations and a predominantly non-discretionary asset management approach within the New York Life affiliate structure.

Alexander Gordon is a financial advisor at Mesirow Financial Investment Management, Inc. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at LPL Financial and Brown Wealth Management. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, pension and profit-sharing plans, government entities, charitable organizations, and other institutional clients. The firm integrates third-party managers and proprietary private investment products within diversified portfolios, applying both quantitative and qualitative due diligence across various asset classes.

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.

Phong Luu is a CFA® charterholder based in Los Angeles, CA, with four years of industry experience. He currently works at Cerity Partners LLC, where he has been employed since 2022. Prior to this, he spent 16 years at Covington Capital Management. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset-allocation, manager selection, and quantitative screening alongside third-party managers and individual securities, and offers multiple private-markets investment programs and affiliated consulting and insurance services.

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.

Warren Johnson is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with large institutional scale and unique market roles.

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.