Duy Le is a financial advisor at Lido with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Morgan Stanley, and Fountainhead Advisors. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies while maintaining a significant sub-advisory and investment-company role.

Stuart Chaussee is a Series 65-licensed financial advisor with 26 years of industry experience, currently serving at Lido Advisors, LLC since 2025. He was previously with Stuart Chaussée & Associates, Inc. for over two decades and continues as its president while providing subadvisory asset management services to Lido. Additionally, he is an author of personal finance and investment books since 2002. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional entities, offering integrated wealth management through a comprehensive approach that combines asset allocation with tactical and defined-risk option strategies. The firm is notable for its active sub-advisory roles and its blend of traditional advisory services with affiliated trust, tax, insurance, and brokerage capabilities.

Maxwell Luck is a financial advisor at Oppenheimer with four years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Bank and Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory accounts managed on both discretionary and non-discretionary bases.

Erick Newton is a CFP® with 33 years of industry experience. He currently works at Lido Advisors, LLC and previously held positions at Purshe Kaplan Sterling Investments and Copperwynd Financial. Lido serves a diverse 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 with a focus on tactical and defined-risk option strategies and maintains an active role in sub-advisory and investment company management.

Candice Richardson is a CFA® charterholder with six years at Lido Advisors, LLC and two years of industry experience overall. Her prior roles include positions at Witt O'Brien's, UCLA Luskin Center for Innovation, Milken Institute, University of California, Los Angeles, and Alliance Bernstein. Outside of her advisory work, she is a dog sitter for Rover in Redondo Beach, CA. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutions, offering integrated wealth management that balances asset allocation across a wide range of investment types. The firm is also notable for its active sub-advisory role in investment funds and a comprehensive affiliated services network spanning trust, tax, insurance, and brokerage.

Stephanie Arkof is a financial advisor at Mercer Global Advisors with 19 years of industry experience and a Series 65 designation. She was previously with SB Capital Management, Inc. for 22 years. SB Capital Management, Inc. provides investment advisory and financial planning services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation oriented approach that emphasizes portfolio structure and tax-aware implementation, managing discretionary accounts and multiple private equity and hedge fund vehicles.

Luke Bender is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior roles include positions at Post Investment Group and Calabasas Country Club, as well as studies at the University of Wisconsin, Madison. Lido serves a diverse client base, including high-net-worth and ultra-high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach with active sub-advisory roles and a broad range of affiliated services, overseeing approximately $42.5 billion in regulatory assets.

Steven Mulligan is a financial advisor with D.A. Davidson & Co., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with D.A. Davidson & Co. since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards, offering services such as ERISA retirement plan advisory, comprehensive financial planning, and private wealth management for high-net-worth clients.

Ian Ruebel is a financial advisor at Hightower Advisors in Los Angeles, CA, holding a Series 65 designation with four years of industry experience. He has been with Hightower since 2019 and previously worked at LourdMurray from 2017 to 2019. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with capabilities spanning mutual funds, ETFs, alternative investments, and custom indexing.

Kenneth Park is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior work includes roles at Wells Fargo Clearing, MUFG Union Bank, and Unionbanc Investment Services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs that combine multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches. The firm is notable for its large institutional scale, in-house research capabilities, and unique market roles such as acting as a swap dealer and futures commission merchant.

Hyun Shin is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has worked at several firms including WFG Direct and Keller Williams Encino-Sherman Oaks Realty, and he owns AZ 1 Enterprizes, Inc., a pass-through entity for accounting purposes related to his WFG/TFA business. Shin also engages in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach implemented through third-party managers and digital platforms, supported by a large advisor network.

Jotham Monsma is a financial advisor at Lido with Series 63 and Series 65 credentials and two years of industry experience. He previously worked at Exchange Capital Management Inc and spent ten years at New Street Research. Monsma is based in Los Angeles, CA. Lido advises a diverse client base including high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and institutional clients. The firm employs an integrated wealth-management approach, utilizing asset allocation across various asset classes and tactical option strategies, while providing a broad range of services such as investment management, financial planning, and affiliated trust, tax, insurance, and brokerage services.

Yeugenia Napoli is a financial advisor at Lido with 19 years of industry experience and holds a Series 66 designation. Her prior roles include positions at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., Fountainhead Capital Management, and Chelsea Financial Services. Outside of her advisory work, she has limited involvement as an independent agent in credit card processing. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, estates, and institutional investors, 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 is notable for its active sub-advisory roles and affiliated entities that provide comprehensive financial services.

Michael Muchnikoff is a CFP® professional with six years of industry experience, currently affiliated with Lido. His prior roles include positions at Mariner, Mutual of America Securities LLC, and Edward Jones, along with periods dedicated to full-time education and extended travel. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and pension plans. The firm employs an integrated wealth-management approach balancing various asset classes and active strategies, and is notable for its role as a sub-adviser to investment funds and its extensive affiliated service offerings.

Rachel Vivian is a CFP® professional with 20 years of experience in the financial services industry. She currently works at Mariner Wealth Advisors and has prior experience at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Vivian is also a licensed insurance agent in California. Mariner Wealth Advisors serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, Core Family Office services, and employer financial-wellness tools, implementing customized portfolios supported by in-house research and third-party managers.

Gustavo Zarate Jr. is a CFP® professional affiliated with Commonwealth Financial Network, with 17 years of industry experience. He is the owner and president of GRZ Wealth Management, Inc., which operates as Powell Financial Group, and has been associated with Commonwealth since 2010. His work includes fixed insurance sales conducted at his branch location. Commonwealth Financial Network serves a national network of nearly 3,000 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, and compliance, while offering access to discretionary model portfolios and various program structures.

Antonette Hayakawa is a financial advisor at Mercer Global Advisors with a Series 65 credential and two years of industry experience. She previously worked at SB Capital Management, Inc. and has diverse experience including roles outside finance such as at Toni's Garage Doors. SB Capital Management, Inc. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation oriented approach with a focus on portfolio structure and tax-aware implementation, and acts as a general manager and investment adviser for multiple private equity and hedge funds.

Nathan Feld is a financial advisor at Lido with a Series 65 designation and seven years of industry experience. He has worked at several firms, including Argos Capital Partners, LPL Financial, and Paradigm, before joining Lido Advisors, LLC. Lido serves a broad range of clients, including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm uses an integrated wealth-management approach, incorporating diverse asset classes and tactical option strategies, and is notable for its active sub-advisory role and affiliated entities providing trust, tax, insurance, and brokerage services.

David Wilson is a financial advisor at RBC Rochdale, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including CNR Securities, LLC, Wells Fargo Securities, and Cappello Global. RBC Rochdale serves a diverse client base that includes high net worth individuals, investment companies, corporations, and charitable organizations. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, supported by proprietary tools like the Galaxy asset-allocation model, to tailor portfolios across a broad range of asset classes.

Trent Jordan is a financial advisor at Lido with a Series 65 credential and one year of industry experience. His prior roles include positions at CountryPlace Mortgage and the Poarch Creek Indian Gaming Commission. Lido advises a diverse clientele, including high-net-worth individuals, family offices, trusts, and charitable organizations, providing investment management, financial planning, and family office services. The firm manages approximately $42.5 billion in assets and employs an integrated wealth-management approach with active sub-advisory roles and a range of affiliated capabilities.