Noah Melquist is a CFP® and holds a Series 65 license with three years of industry experience. He currently works at Lido Advisors, LLC and previously was with Exchange Capital Management Inc. Noah’s earlier work includes roles outside finance in the restaurant and software 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 directly implements options-based strategies, often managing assets on a discretionary basis.

Elbert Liu is a CFA® charterholder with four years of industry experience, currently serving as an advisor at Lido since 2025. He previously worked at Avitas Wealth Management and Norbida Limited USA. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices and charitable organizations, offering services such as investment management, financial planning, and estate planning. The firm employs an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies, and it routinely sub-advises registered investment companies and manages pooled vehicles.

Jacob Shoemaker is a financial advisor at Lido with a Series 65 designation and one year of industry experience. He previously worked at Whitaker-Myers Wealth Managers, Ltd. and attended Grace College. 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 includes diversification across multiple asset classes and implements options-based strategies, managing assets on a discretionary basis and using third-party managers when appropriate.

James Hausberg is a financial advisor with Hightower Advisors in Beverly Hills, CA, holding a Series 63 designation and bringing 45 years of industry experience. He has been with Hightower Securities, LLC and Hightower Advisors since 2012. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

Stephen Scott is a financial advisor with Truist Advisory Services, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Truist, he worked in both professional sports organizations, including the Boston Red Sox and Detroit Tigers, and financial firms such as Morgan Stanley and Merrill Lynch. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary approaches, supported by AI-enhanced research and inter-affiliate resources.

Gregory Robitshek is a CFA® charterholder affiliated with Lido, bringing two years of industry experience. Prior to joining Lido, he worked at Nuveen Investments for 17 years. Lido provides investment management, financial planning, family office services, and retirement and estate planning for high-net-worth and ultra-high-net-worth clients, as well as institutions. The firm employs an integrated wealth management approach focused on diversified portfolios including equities, fixed income, alternatives, and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Sefora Angeles is a financial advisor with Citigroup Global Markets and holds a Series 66 designation. She has seven years of industry experience and has been with Citigroup since 2016. Based in Beverly Hills, CA, Angeles works within a large enterprise firm known for serving individual and institutional clients across various wealth segments. Citigroup Global Markets offers a range of investment advisory programs and broker-dealer services, specializing in multi-asset, multi-manager strategies through both discretionary and non-discretionary programs. The firm supports high-net-worth and ultra-high-net-worth clients with bespoke discretionary solutions and maintains substantial in-house research and market roles.

Steven Hong is a financial advisor with Eagle Strategies (NY Life) based in Simi Valley, CA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including longstanding roles at New York Life Insurance Company since 1999 and NYLIFE Distributors LLC since 2005. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and offers multiple program types, including fee-based advice and co-advisory relationships, with a substantial portion of assets managed on a non-discretionary basis.

Paul Devore is a CFP® with over 54 years of experience in the financial services industry. He is currently with Kestra Advisory and has held various roles within affiliated firms since 1981. Devore serves on several nonprofit and community boards, including educational and charitable organizations, as well as maritime-related groups. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and pooled plan solutions, supporting large institutional investors along with a diverse client base.

Adam Osterling is a CFP® certificant with nine years of industry experience, currently serving as Vice President and Wealth Adviser at Lido. His prior roles include positions at Lincoln Investment, Shore Morgan Young, and Morgan Stanley. Lido advises 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 retirement and estate planning, employing an integrated wealth management approach that includes diversified asset classes and options-based strategies.

Jack Bergon is a financial advisor at Lido with a Series 65 designation and two years of industry experience. Prior to joining Lido Advisors, LLC, he worked at First Republic Bank, Talkdesk, Procore Technologies, and Shaw Security. 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 includes diversification across multiple asset classes and options-based strategies, managing assets on a discretionary basis while utilizing third-party managers and sub-advisers when appropriate.

Donald Richner is a CFP® professional with 21 years of industry experience. He is currently affiliated with Focus Partners Wealth, LLC and has been with Churchill Management Group since 2003. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Anh Hong Nguyen is a CFP® with five years of industry experience currently working at Citigroup Global Markets. Prior to joining Citi, Nguyen held roles at Axxes Capital, Los Angeles Fire Police & Pension, and Camden Capital, LLC. Outside of his advisory career, he has experience in homemaking. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and unique market roles.

Pierre Bitar is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Wells Fargo and HSBC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles such as swap dealing and futures commission merchandising.

Colin Grover is a CFP® with 19 years of industry experience, currently serving as an advisor at Lido Advisors, LLC since 2020. Prior to joining Lido, he worked at Portfolio Solutions, LLC from 2016 to 2020. 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 implements options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Andrea Rossato is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 22 years of industry experience. He has been with Citigroup Global Markets and CITI Private Bank since 2010. Outside of his advisory role, he manages a rental property in Los Angeles. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and manages both discretionary and non-discretionary portfolios, supporting large institutional clients with distinctive market roles and arrangements.

Kyung Mee Lee is a Series 66-licensed financial advisor with 24 years of industry experience. She is currently affiliated with Primerica Advisors and has held roles at Guardian Life Insurance Company, Park Avenue Securities, LLC, and AXA Advisors, LLC. Lee is also involved with Dickerson Employee Benefit in a non-investment capacity. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting, utilizing a range of proprietary and third-party investment strategies and platforms.

Alan Lo Vetere is a Series 66-registered financial advisor at Rockefeller Financial LLC with one year of industry experience. He previously worked at UBS Financial Services Inc. and has a background that includes service in the United States Marine Corps. 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, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Curt Biren is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kayne Anderson Rudnick since 1999. Outside of his advisory role, he serves as a board member of the Senior Golf Association of Southern California. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, pension plans, and individuals. The firm emphasizes fundamental, quality-oriented equity research and manages approximately $67.9 billion in total assets.

Hubert Nhan is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Citigroup in 2021, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2012 to 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm uses multi-asset, multi-manager strategies supported by internal oversight and provides both discretionary and non-discretionary solutions.