David Hou is a financial advisor at MAI Capital Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Evoke Wealth, LLC, First Republic Investment Management, Inc., Luminous Capital, LLC, and Merrill. MAI Capital Management, LLC provides investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies using various investment vehicles while integrating financial planning and tax services.

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 financial advisor at Lido with a Series 65 credential and experience at firms including Envision Capital Group, Partners Capital Group, and AD Asset Management. He has served as managing director of an investment fund for commercial real estate that is currently closing. Lido provides investment management and wealth-planning services to a diverse client base, including high-net-worth individuals, family offices, and institutional investors. The firm uses an integrated wealth-management approach that includes tactical option strategies and active sub-advisory roles, supported by a broad network of affiliated entities.

Adam Castillo is a financial advisor at Lido with the Series 66 designation and four years of industry experience. Prior to joining Lido in 2022, he worked at LPL Financial and has experience with Mondelez International and California State University of San Marcos. He was also involved with the North County Basketball Officials Association from 2018 to 2020. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional clients, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with a range of asset allocations and tactical option strategies, and is known for its active sub-advisory roles and affiliated capabilities in trust, tax, and brokerage services.

Jeffrey Kaufmann is a financial advisor at Lido with 19 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Boston Private Wealth, SVB Wealth, Banyan Partners, 15430 Endeavour Drive, Inc., and UBS Financial Services. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and corporations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with a range of investment strategies and maintains active roles in sub-advisory and investment-company services.

Jordan Sadoff is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation. He has been with the firm since 2026 and has prior experience at Skechers as well as roles at UCLA and the University School of Milwaukee. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.

Kevin Friedman is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2017. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he instructs law enforcement and military personnel in defense tactics and serves on the Tucson Delta Chi Alumni Board. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a wide range of investment and financial planning services using both discretionary and non-discretionary approaches, with a notable portion of assets managed on a non-discretionary basis.

Louis Flamino is a financial advisor at Lido with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Lido Advisors, LLC since 2016 and at Lido IDB Wealth, LLC since 2024. Flamino performs services for both entities under a services agreement, though he is employed and compensated by Lido Advisors, LLC. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering integrated wealth management, financial planning, and family office services. The firm employs a tactical investment approach that includes options strategies and manages approximately $42.5 billion in assets across discretionary accounts, sub-advisers, and affiliated private funds.

Kevin O’Regan is a CFP® credentialed financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 19 years of industry experience. He has previously worked at Blackstone Advisory Partners L.P. and The Blackstone Group, and has been with Kayne Anderson Rudnick since 2019. He also holds Series 63 and Series 66 licenses. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, family offices, and high-net-worth individuals. The firm focuses on fundamental, company-level research and incorporates proprietary governance and sustainability assessments in its portfolio construction, managing a range of active equity and fixed-income strategies.

David Levine is a financial advisor with Lincoln Investment in Woodland Hills, CA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He previously worked for GLP Investment Services and GLP and Associates from 2012 to 2019. Outside of his advisory role, he assists his son with launching and managing a small e-commerce clothing business. Lincoln Investment Planning, LLC is a large enterprise firm serving a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting with model portfolios developed by an in-house Investment Management & Research team.

Sepehr Hosseini is a financial advisor at Foundations Investment Advisors LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Foundations in 2023, he worked at Madison Avenue Securities and Woodbury Financial Services. Outside of his advisory role, Hosseini is president of Hoss Retirement and Insurance Services and is an inventor of a fire protection device. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses model portfolios with an asymmetric rebalancing approach and employs a combination of fundamental, technical, and cyclical analysis alongside third-party sub-advisers.

Samuel Melchiorre is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and seven years of industry experience. He has been with City National Rochdale since 2018 and worked at PFM Asset Management from 2016 to 2018. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, nonprofit organizations, and government entities. The firm employs an active, multi-strategy investment approach that integrates quantitative screening, fundamental analysis, and proprietary tools to create tailored portfolios across various asset classes.

David Sadkin is a financial advisor at Hightower Advisors with 20 years of industry experience and holds a Series 66 designation. He previously worked with Bel Air Investment Advisors and Bel Air Securities LLC for 15 years and was a partner at Bel Air Management Company LLC. Sadkin serves on the finance and investment committees of The Buckley School and Temple Israel of Hollywood, as well as the investment committee of Cedars Sinai Medical Center. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research in its portfolio construction.

Dylan Fagundes is a financial advisor at Lido in Los Angeles, CA, holding a Series 65 designation. He has previously worked at Pacific Premier Trust, Kroenke Sports & Entertainment, and Jacquard Hotel. His career also includes experience at Malm and Fagundes LLP and other diverse roles prior to entering the financial services industry. Lido serves a broad client base, including high-net-worth individuals, family offices, charitable organizations, and pension plans, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach featuring tactical and defined-risk option strategies and maintains a notable role as a sub-adviser to various investment funds.

Jacob Eggett is a CFP® professional with 20 years of experience in the financial services industry. He is currently an advisor at Lido Advisors, LLC, where he has worked since 2025. His prior experience includes roles at Copperwynd Financial, LLC, TD Ameritrade, Inc., and Fidelity. Outside of his advisory work, he is a trustee of a family trust connected to an online food blog. Lido serves a diverse client base that includes high-net-worth individuals, family offices, trusts, charitable organizations, and institutional clients. The firm offers integrated wealth management through a mix of traditional and alternative investments, tactical option strategies, and a network of affiliated entities providing trust, tax, insurance, and brokerage services.

Matthew Bloom Krull is a CFP®-certified financial advisor with 19 years of industry experience, currently with Lido Advisors, LLC since 2025. He previously worked for Olympus Wealth Management, LLC for ten years and has served on the University of Utah Business Alumni Association board. Krull is also a board member of Methodists Helping Methodists, a nonprofit organization. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional entities, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach featuring tactical option strategies and maintains a notable presence through sub-advisory roles and affiliated entities supporting trust, tax, insurance, and brokerage services.

Roberto Paredes is a financial advisor at Lido with Series 63 and Series 65 credentials and 32 years of industry experience. His career includes roles at Mariner Wealth Advisors, Wells Fargo Clearing, and Banc of America Investment Services. He has been with Lido Advisors, LLC since 2021. Lido serves a diverse client base, including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm uses an integrated wealth-management model with a range of investment strategies and maintains a notable role in sub-advisory and investment-company services.

Katherine Siriwan is a CFP® professional with 10 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, HoyleCohen, LLC, and Libbie Agran Financial Services & Seminars. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Fakhr Alavi is a financial advisor at Prime Capital Financial with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameritas Investment Corp and 20/20 Capital Management, Inc. In addition to advisory work, he is involved in the sale and service of fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm provides a range of services including asset management, financial planning, retirement plan administration, and family office offerings, using both discretionary and non-discretionary investment approaches.

Parsa Talehakimi is a financial advisor at Citigroup Global Markets holding a Series 66 designation with experience beginning in 2023. His prior roles include positions at The Barthwell Group, Wells Fargo, and Gelfand, Rennert, & Feldman. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and operates with significant institutional scale and specialized market roles.