Nicholas Ravden is a financial advisor at MAI Capital Management, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has previously worked at Evoke Advisors, Bessemer Trust, and BP Wealth Management. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse clientele, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers a range of customized portfolio strategies alongside financial planning, tax, and administrative services.

Max Mahr is a financial advisor at Lido with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Lido, he worked at H.C. Wainwright & Co., LLC and Morgan Stanley. 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 that includes diversification across various asset classes and options-based strategies, managing assets typically on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Troy Jones is a CFA® charterholder with three years of industry experience. He is currently with Lido Advisors, LLC and also serves Enterprise Trust & Investment Company, where he has worked for over 30 years. His work is exclusively focused on his role at Enterprise Trust & Investment Company. 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 with diversification across multiple asset classes and manages assets on a discretionary basis, often utilizing third-party managers and sub-advisers.

Russell Hitchcock is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and two years of industry experience. He is also involved with Lang Wealth Management and JD Lang & Associates, where he prepares individual and entity tax returns for clients. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers a range of portfolio management and financial planning services utilizing both firm- and third-party investment models.

Ford Van Winkle is a Series 65 licensed advisor with nine years of industry experience, currently working at Lido Advisors, LLC since 2025. He previously held roles at Freestone Capital Management, LLC from 2023 to 2025, and Fisher Investments from 2016 to 2023. 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 that includes diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and incorporating third-party managers as appropriate.

Benjamin Posen is a financial advisor with Hightower Advisors, holding a Series 63 license and bringing 28 years of industry experience. He previously worked for Lindbrook Capital, LLC for 14 years before joining Hightower in 2025. Outside of his advisory role, he serves as a board member for Hopeless Records, Still Got Game, and as an independent board member for CNL Strategic Capital. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach involves manager selection and multi-manager solutions, incorporating both affiliated and third-party managers, with discretionary and non-discretionary portfolio management options.

Tyler Dritz is a CFA® charterholder with 20 years of industry experience. He has worked at Hightower Advisors since 2025 and previously spent 14 years at Lindbrook Capital, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s approach centers on manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research to deliver customized portfolio management and financial planning.

Kevin Salk is a financial advisor with Oppenheimer in Los Angeles, CA, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. His prior work includes roles at Cliffwood Partners LLC, Citigroup Global Markets, and CIBC World Markets Corp. Outside of finance, he is a photographer specializing in early 1980s punk rock bands and operates multiple photography-related businesses, including partnerships with galleries and a published book. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of investment and consulting services across discretionary and non-discretionary accounts, with a notable focus on custody of client assets and management of both commission-based and non-discretionary advisory programs.

Justin Koroyan is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities, JP Morgan Chase Bank, City National Securities, and HSBC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including in-house research and unique market roles.

Richard Freilich is a financial advisor at Hightower Advisors in Los Angeles, CA, with 43 years of industry experience. He has held positions at Hightower Advisors since 2021 and previously worked at Bel Air Securities LLC and Bel Air Investment Advisors LLC from 1998 to 2021. He holds Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Robert Renshaw is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Lido. He previously spent 10 years at Fountainhead Capital Management and continues to assist with the winding down of its operations following its merger with Lido. Outside of investment advisory, he is also an agent for life insurance with Penn Mutual Life Insurance and National Life Group. Lido advises high-net-worth and ultra-high-net-worth clients, including family offices, trusts, estates, 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 options-based strategies, managing assets primarily on a discretionary basis and partnering with third-party managers when appropriate.

Thomas Pontius is a CFP® professional with five years of experience at Kayne Anderson Rudnick Investment Management, LLC and a total of four years in the financial industry. Prior to joining Kayne Anderson Rudnick in 2021, he worked at Wells Fargo Private Bank, Ernst & Young, and Andersen Tax LLC. He is also a limited partner in a real estate investment LLC where he provides tax and financial advice. Kayne Anderson Rudnick provides discretionary investment management and sub‑advisory services to institutional and individual clients, offering a range of active equity and fixed-income strategies with an emphasis on fundamental company-level research and proprietary governance and sustainability assessments. The firm manages approximately $58 billion in assets and serves diverse client types, including pension plans, insurance companies, family offices, and sovereign wealth funds.

Spencer Anmuth is a financial advisor with TLG Advisors, Inc. in Los Angeles, CA, holding a Series 66 credential and one year of industry experience. He has held roles at Gideon Strategic Partners and Mill Creek Capital Advisors and has academic experience from the University of Pennsylvania. Anmuth also works as a Client Service Associate at Gideon Strategic Partners. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, offering investment supervisory services, portfolio management, and financial planning.

Maxwell Kilstofte is a financial advisor with PlanMember Securities Corporation in Los Angeles, holding a Series 66 credential and four years of industry experience. He also operates as a CPA specializing in tax return preparation and maintains a role as controller for a manufacturers’ representative company in the high-tech sector. Outside of finance, he is involved in music as a songwriter and performer. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, functioning as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services for plan sponsors and participants.

David Brecher is a financial advisor with Eagle Strategies (NY Life) based in Los Angeles, CA, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been affiliated with Eagle Strategies since 1994 and has also operated Brecher Insurance and Financial Services since 2008. Outside of advisory work, he is involved in insurance product brokerage and holds passive investments in various real estate and early-stage private companies. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Loreen Washburn is a financial advisor with Rockefeller Financial LLC in Los Angeles, CA, holding a Series 63 designation and bringing 23 years of industry experience. Her prior firms include Wells Fargo Advisors and Wells Fargo Clearing, where she worked from 2012 to 2019, before joining Rockefeller Financial and Rock & Co LLC in 2019. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, while operating as a registered broker-dealer that provides a range of investment products and services through a consolidated investment platform.

Tyler Olsen is a CFP® with 23 years of industry experience currently serving as an advisor at Lido. His prior roles include positions at Platte River Wealth Advisors and Wells Fargo Advisors. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices and charitable organizations, offering investment management, financial planning, and family office services. The firm employs a diversified, integrated wealth management approach that includes options-based strategies and frequently manages assets on a discretionary basis.

Jose Pablo Buerba is a financial advisor at MAI Capital Management, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Evoke Advisors, Beverly Hills Private Wealth, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc., and ASAP Worldwide. 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 manages a diverse range of strategies and serves in both advisory and product-sponsor roles, including overseeing a registered mutual fund and multiple private investment vehicles.

Dianne Woon is a Certified Financial Planner (CFP®) and holds a Series 66 license with 23 years of industry experience. She has been with Lincoln Investment since 2012 and also works with Capital Analysts Incorporated, with a background that includes roles at various insurance carriers since 2003. Outside of her advisory roles, Woon serves on the advisory board of the Hope Worldwide Bay Area chapter, a non-profit organization. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, combining strategic and tactical approaches through an Investment Management & Research team.

Greg Satz is a financial advisor at Lido with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Avitas Wealth Management, PKS Advisory Services, and UBS Financial Services. He is also involved as a principal in alternative investment firms including Avitas Capital Management and Avitas Capital Partners. 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 investment management, financial planning, family office services, and estate planning, employing a diversified, options-based investment approach and frequently managing assets on a discretionary basis with the use of third-party managers.