Graham Foltz is a financial advisor at Lido with two years of industry experience. He holds a Series 66 designation and previously worked at Nuveen Securities, Nuveen Asset Management, and Arrowmark Partners. Foltz’s background also includes experience outside finance, such as positions at Cherry Creek Country Club and Cuba Cuba Restaurant. Lido serves 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 that balances asset allocation across various investment types and is noted for its active sub-advisory roles and extensive affiliated capabilities.

James Boyd is a CFP® with 39 years of industry experience, currently serving as an advisor at Stratos Wealth Partners, Ltd. He has held prior roles at LPL Financial and National Planning Corporation and has operated Boyd Financial Planning since 1984. Outside of advising, he is involved in tax preparation through a side business, SASSY COUTURE. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutions, offering a range of services such as financial planning, advisor-managed programs, and outsourced CIO solutions with an open-architecture investment approach.

Ilia Dalea is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Strategic Wealth Advisors Group, LPL Financial, D.A. Davidson & Co., Crowell, Weedon & Co., Citigroup Global Markets, and Charles Schwab. He also provides investment advisory services through Mariner Independent Advisor Network, an independent registered investment advisor firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a fiduciary-based advisory model, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions including proprietary and third-party platforms.

Sanjeev Sardana is a financial advisor at Lido with 28 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Lido in 2025, he worked at Bluepointe Capital Management for 19 years, Credit Suisse Securities for 3 years, and Pershing for 5 years. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and corporate and pension plans. The firm employs an integrated wealth-management approach with a focus on asset allocation and option strategies, and it offers a range of services including investment management, financial planning, and family office support.

Sean Walker is a financial advisor at Carson Wealth with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera and Applied Financial Planning. Outside his advisory role, he owns aviation-related businesses focused on aircraft training, renting, and management, and participates in a financial radio show. Carson Wealth is an SEC-registered investment adviser that oversees approximately $50.6 billion through a network of more than 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee to construct and monitor model portfolios while offering tailored solutions and integrated technology for portfolio oversight and execution.

Myra Alport is a financial advisor at Lido with 19 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at several firms, including Copperwynd Financial and Thompson Wealth Management. Lido serves a diverse client base, including high-net-worth individuals, family offices, charitable organizations, and institutional investors. The firm employs an integrated wealth-management approach that balances multiple asset classes and uses tactical option strategies while offering a range of affiliated services such as trust, tax, and insurance.

Jacob Dorman is a CFP® professional with 13 years of industry experience, currently advising at Mariner since 2022. He co-owns Dorman & Company Inc., an event services business for which he provides consulting on weekends. Prior to Mariner, he worked at AdvicePeriod, LLC and ran his own wealth management firm. Mariner serves a diverse client base including high-net-worth individuals, institutions, and private funds, offering investment management, financial planning, and specialized services such as tax coordination and Core Family Office support. The firm employs customized discretionary portfolios supported by both internal and third-party management, with a notable integration of tax and accounting services uncommon among large advisory enterprises.

Nicki Green is a CFP® and holds a Series 65 license with five years of experience in the financial advisory industry. She is currently with Lido Advisors, LLC and has prior experience at Colorado Financial Management, Cascade Financial Management Inc, and Vail Resorts. Lido advises a diverse client base that includes high-net-worth individuals, family offices, trusts, and institutional entities. The firm employs an integrated wealth-management approach, balancing various asset classes and utilizing tactical, defined-risk option strategies, while also serving as a sub-adviser to exchange-traded funds and offering extensive affiliated services in trust, tax, insurance, and brokerage.

Shaina Desai is a CFP®-certified financial advisor with eight years of industry experience. She is currently with Hightower Advisors and has held prior roles at Northwestern Mutual Wealth Management Company and Jessica Aliotti. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and access to pooled investment vehicles and private funds.

Simon Zhang is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm emphasizes discretionary SMA management alongside family-office and administrative services, employing a centralized macroeconomic research-driven investment process tailored to clients with significant net worth.

Albert Jennings Segura is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. Segura has involvement in non-variable insurance activities alongside his advisory role. Stratos Wealth Partners, Ltd is an SEC-registered enterprise firm with approximately 379 advisors managing about $18.6 billion in assets. The firm serves individuals, retirement plans, corporations, nonprofits, and other institutional clients through a model that emphasizes independent advisory representatives offering customized portfolio management using an open-architecture platform.

Marcelo Bernardo is a financial advisor with Carson Wealth based in Woodland Hills, CA, holding Series 63 and Series 65 licenses with 34 years of industry experience. His career includes roles at firms such as Citigroup Global Markets and LPL Financial, and he has been involved with The Money Guys radio show since 2008. He also sells fixed insurance products including life insurance, annuities, and long-term care. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, with investment strategies developed by an Investment Committee that combines fundamental and technical analysis and provides tailored solutions including custom indexing and access to alternative investments.

Ahmad Khalil is a financial advisor at Oppenheimer with nine years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2022, following prior roles at Guggenheim Securities and Wedbush Securities Inc. 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 range of discretionary and non-discretionary investment services including strategic asset allocation, manager selection, and retirement consulting, while maintaining custody of client assets as a qualified custodian.

Daniel Brown is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior roles include positions at Annex Wealth Management, Pegasus Partners, and Milwaukee Public School. He studied at the University of Wisconsin, Madison, and has experience in both the financial and education sectors. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, providing integrated wealth management, financial planning, and affiliated trust, tax, insurance, and brokerage services. The firm combines active sub-advisory and investment-company roles with a broad range of in-house capabilities and manages approximately $42.5 billion in assets.

Brian Haloossim is a financial advisor at Lido with 23 years of industry experience. He holds the Series 66 designation and previously worked for Sanford C. Bernstein from 2003 to 2026. Outside of his advisory role, he serves on the advisory board of Qloo Inc., a technology company focused on entertainment and culture, where he provides strategic advice and participates in product testing. Lido advises a broad client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm employs an integrated wealth-management approach with a focus on tactical and defined-risk option strategies, and it combines traditional advisory services with extensive affiliated capabilities such as in-house trust companies and tax subsidiaries.

Teancum Stafford is a financial advisor at Lido with Series 66 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Wells Fargo Clearing and Empower Advisory Group. 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 equity, fixed income, alternative investments, and defined-risk option strategies, and it also acts as a sub-adviser to several investment funds.

Alireza Damirchilou is a financial advisor with HSBC Securities (USA) Inc. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior roles include positions at HSBC Bank USA, N.A., Farmers Insurance Agency, F.F.Nab, and Bank of Industry and Mine. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary options. The firm’s investment approach combines strategic and tactical asset allocation with ongoing fund due diligence and monitoring, supported by affiliated and third-party providers.

David Gallacher is a CFA® charterholder with 14 years of industry experience and has been with William Blair since 2021. Prior to joining William Blair, he worked at Cyrus J. Lawrence LLC for six years. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm utilizes an active, research-driven management approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Daniel Ruben is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Independent Financial Group since 2012 and also maintains roles as a business consultant and an independent medical contractor. Ruben provides health and life insurance services alongside his advisory work. Independent Financial Group, LLC delivers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs a mix of strategic asset allocation, multi-manager portfolios, and ongoing due diligence to develop client strategies using both firm- and third-party models.

Anna Crabs is a Series 66-licensed financial advisor at Lido in Los Angeles, CA, with two years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Equitable Financial Life Insurance. 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 that combines traditional and alternative investments, including tactical option strategies, and is active in sub-advisory roles for investment funds.