Nathan Stagg is a financial advisor at Lido with a Series 66 designation and two years of industry experience. Prior to joining Lido, he worked at Olympus Wealth Management and held various roles in the technology and service sectors. 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 emphasizes diversification across multiple asset classes and options-based strategies, typically managing assets on a discretionary basis and using third-party managers when appropriate.

Randy Moshtael is a financial advisor with Oppenheimer in Los Angeles, CA, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Fahnestock & Co., Inc. since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, retirement services, and financial planning. The firm utilizes strategic and tactical asset allocation, manager selection, and a variety of investment vehicles to construct client solutions.

Erica Ghotra is a financial advisor at Lido with 16 years of industry experience. She holds a Series 66 designation and previously worked at Westmount Asset Management from 2016 to 2019. Erica is based in Los Angeles, CA. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm provides investment management, financial planning, family office services, and estate and retirement planning, employing an integrated approach that includes equities, fixed income, alternatives, and options-based strategies.

Evan Stablein is a CFP® and holds a Series 66 license with one year of industry experience. He is currently with MAI Capital Management, LLC and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of financial advising, no additional activities are noted. MAI Capital Management, LLC 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 customizes portfolio management across various strategies and offers trust and insurance administrative services.

Chad Weber is a financial advisor with TIAA-CREF who holds Series 63, 65, and 66 licenses and has 28 years of industry experience. He has been with TIAA and TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management using model and customized portfolios within a vertically integrated structure.

Ali Salazar is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and A C Stern Business Consulting. He is based in Thousand Oaks, CA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including acting as a swap dealer and futures commission merchant.

Michael Mora is a financial advisor with Steward Partners Investment Advisory, LLC in Los Angeles, CA, holding a Series 66 designation and three years of industry experience. He previously worked at LPL Financial for six years and held roles at Catalina Structured Funding and the University of Oregon. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management, financial planning, and consulting services through both proprietary and third-party solutions.

John Genung III is a financial advisor at Lido with a Series 65 designation and approximately one year of industry experience. His prior work includes positions at Chilton Capital Management LLC, Northwestern Mutual Investment Services, LLC, and Investar Bank. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and charitable organizations by providing investment management, financial planning, family office services, and retirement and estate planning. The firm employs an integrated wealth management approach with diversification across various asset classes and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers.

Jonathan Boyack is a financial advisor at MAI Capital Management, LLC with one year of industry experience. He holds the Series 65 designation and has held previous roles at firms including Evoke Advisors and Sepio Capital. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers trust and insurance administration through its affiliates.

Victoria Arndt is a ChFC®-designated advisor with 22 years of industry experience, currently with Mercer Global Advisors Inc. in Thousand Oaks, CA. She previously worked for Eagleson Arndt Financial Advisors for 26 years. She is also licensed as a life, health, and accident insurance broker with various insurance companies. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of investment advisory and financial planning services. Their investment approach is based on Modern Portfolio Theory, utilizing diversified portfolios with low-cost ETFs, index funds, and alternative investment options alongside educational content and integrated service lines.

Maria Elena Bird is a financial advisor at Lido with nine years of industry experience. She holds Series 65 and Series 66 licenses and has worked at CBIZ, Inc, Addepar, Inc, and The Ayco Company LP before joining Lido. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities, offering investment management, financial planning, family office services, and retirement and estate planning. The firm employs an integrated wealth management approach with diversified strategies across various asset classes and routinely manages assets on a discretionary basis, often using third-party managers and sub-advisers.

Nathan Afshin is a CFP® professional with eight years of experience in the financial industry. He is currently an advisor at Citigroup Global Markets, having joined the firm in 2024. Prior to this, he worked at JP Morgan Chase Bank and JP Morgan Securities from 2018 to 2024, Edward Jones from 2017 to 2018, and Bank of America from 2013 to 2017. 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 unique market roles such as operating as a swap dealer and futures commission merchant.

Gabriela Maria Holian Martinez is a financial advisor at HSBC Securities (USA) Inc. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at Angelini Palisades, the Hammer Museum, and UCLA. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing both client-directed and discretionary investment strategies. The firm employs a model-driven investment process supported by global asset management resources and provides specialized programs for private bank clients and qualified non-resident aliens.

Maribel Robel is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with Diversified Investment Advisors since 2010 and with Diversified Investors Securities Corp. since 2006. Outside of her advisory role, she serves as an independent consultant selling skincare products for Rodan and Fields. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary software and model portfolios developed with Morningstar Investment Management. The firm focuses on asset allocation, contribution guidance, and retirement planning without targeting high-net-worth or corporate clients.

Ryan Cartaino is a financial advisor with Transamerica Financial Advisors based in Thousand Oaks, CA. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Transamerica, he worked at Wfgia, NK Developments, and Culver Place LLC. Outside of advising, he has been involved with DOORDASH and held roles as a student over multiple periods. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a mix of advisory and broker-dealer services, proprietary and third-party model portfolios, and provides both discretionary and non-discretionary investment management options.

Bruce Lessinger is a financial advisor at Oppenheimer in Los Angeles, CA, holding Series 63 and Series 65 licenses with 48 years of industry experience. He has been with Oppenheimer since 2009. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a range of investment products, managing assets through both discretionary and non-discretionary programs.

Austin Taylor is a financial advisor at Lido with a Series 66 designation and one year of industry experience. Prior to joining Lido, he worked at Equitable Advisors and Foundry Commercial, and held roles at the University of Florida related to real estate development. Lido advises high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, providing services such as investment management, financial planning, and estate planning. The firm employs an integrated wealth management approach with diversification across multiple asset classes and implements options-based strategies both directly and through pooled vehicles.

Channing Smith is a CFA® charterholder and a financial advisor at Lido with 17 years of industry experience. He previously worked for Jackson Hole Capital Partners, LLC for 10 years and Capital Advisors, Inc. for 12 years. 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 integrated wealth management services, including investment management, financial planning, family office services, and retirement and estate planning, with a diversified investment approach that includes equities, fixed income, structured notes, real estate debt, alternatives, and options-based strategies.

Kevin Kramer is a financial advisor with Rockefeller Financial LLC and Rockefeller Capital Management, holding Series 63 and Series 66 licenses and 27 years of industry experience. He previously worked at UBS Financial Services Inc. for 13 years. 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 offers portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer that also provides placement and investment banking services through a consolidated investment platform.

Keith Andreasen is a CFP®-certified financial advisor at Lido with two years of industry experience. His prior roles include positions at Modera Wealth Management and NexGen Financial Group. 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 integrated wealth management, including investment management, financial planning, and family office services, employing a diversified approach across multiple asset classes and options-based strategies.