Brian Griffiths is a Series 66-licensed advisor at Lido with 18 years of industry experience. He has worked previously at Fidelity Investments and Ameriprise. Outside of his advisory role, he is a part-owner of a handmade jewelry and hair salon business, operated by his wife. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional clients, providing integrated wealth management through asset allocation across multiple investment types and tactical strategies. The firm is notable for its sub-advisory roles and extensive affiliated capabilities spanning trust, tax, insurance, and brokerage services.

Salleh Beitollahi is a CFP® professional at PlanMember Securities Corporation with six years of industry experience. He has held roles at Legacy Financial Group, Calmont Insurance Services, and other financial and real estate-related firms. Outside of advisory work, he is also active as a real estate sales agent and broker. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as a fiduciary under ERISA Section 3(38) and offering participant-level investment options through its asset allocation portfolios. The firm employs a strategic asset allocation approach with risk-based mutual fund portfolios and supports clients through education, seminars, and personalized retirement planning.

Mordechai Taylor is a financial advisor at Cetera Planning Partners with three years of industry experience. He holds a Series 65 credential and previously worked at Avantax Planning Partners, Inc. for four years. He also has a long-standing role at Premier Accounting & Tax Services, Inc. since 2009. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers, utilizing a process centered on diversified mutual fund and ETF allocations tailored to client objectives and risk tolerance.

Jordan Hunt is a CFA® charterholder based in Los Angeles, CA, with six years of industry experience. He has worked at Lido Advisors, LLC since 2026 and previously spent seven years with Jackson Hole Capital Partners, LLC, along with roles at the Trust Company of Oklahoma and Corporate Consulting Group / Financial Solutions, Inc. Lido serves a diverse group of clients, including high-net-worth individuals, family offices, trusts, and institutional investors, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical option strategies and manages approximately $42.5 billion in assets across a network of affiliated entities.

Kayla Kaltenecker is a CFP® with eight years of industry experience, currently serving at Lido Advisors, LLC. She has worked at Lido since 2017, following a year at J & Y Business Group and operates Kaltenecker Inc., an accounting firm where she assists as a data entry assistant. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional clients. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies and operates a network of affiliated entities offering comprehensive financial, trust, tax, insurance, and brokerage services.

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 51 years of industry experience. He holds a Series 63 designation and has worked at firms including Private Wealth Strategies, Lincoln Investment, and Shore Morgan Young Wealth Strategies. In addition to his advisory role, he is involved in the sale and service of life and health insurance products. Lido serves a broad range of clients, including high-net-worth individuals, family offices, and institutions, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that includes tactical and defined-risk option strategies and is active in sub-advisory roles for ETFs and other investment vehicles.

John Bute is a financial advisor at Lido with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America, Merrill Lynch, Wells Fargo Clearing, and Morgan Stanley. He is also the director of Lido Tax LLC, where he oversees business planning and operational management. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with a focus on tactical and defined-risk option strategies and maintains a notable role as a sub-adviser to investment funds such as the VanEck U.S. Equity Buffer ETF.

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 designations and has worked at Lincoln Investment since 2012, following a 14-year tenure at Cincinnati Analysts, Inc. Outside of advising, he serves as President of the Center for Insurance Research and as Chairman of the Board for the Behavioral Diabetes Institute, both nonprofit organizations. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management through model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team and a layered advisor network.

Brock Niederer is a Series 65-licensed advisor at Lido with one year of industry experience. Prior to joining Lido Advisors, LLC, he worked at Spire Outsourcing and spent several years in education, including three years at BYU Idaho. Lido serves a diverse client base, including high-net-worth individuals, family offices, trusts, and institutional investors, providing comprehensive investment management and wealth services. The firm employs an integrated wealth-management approach with a focus on tactical and defined-risk option strategies, and it is notable for its active sub-advisory roles and extensive affiliated capabilities.

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 licenses and bringing 39 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has worked in related Ameritas entities since 2011, including Ameritas Investment Corp and Ameritas Life Insurance Corp. Prior to joining Ameritas, he spent nine years at StanCorp Investment Advisers, Inc. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes various investment vehicles and program platforms to build diversified portfolios, supported by in-house models, third-party managers, and technology, while maintaining operational practices such as converting holdings to lower-cost mutual fund share classes.

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 at Eagle Strategies (NY Life) with 17 years of industry experience and holds a Series 66 designation. She has worked previously at AXA Advisors and Farmers Financial Solutions. Alrachid serves as a board member for the Baccash Family Foundation, which provides grants to healthcare and community organizations. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Daniel Chesler is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade, Charles Schwab Bank, and New England Securities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and selected Charles Schwab & Co.-referred clients. The firm’s approach is based on standard asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

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 and holds a Series 66 designation. He 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, an investment vehicle related to a hotel in Dallas, Texas. Lido serves a wide range of clients including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies and acts as a sub-adviser to various investment funds, supported by affiliated entities providing trust, tax, insurance, and brokerage services.