Alyssa Weinberger is a CFP® professional with 11 years of experience, currently serving at Lido Advisors, LLC since 2015. Her background includes roles at multiple Lido entities focused on advisory and consulting services. She is involved in organizing industry events and family office networking through Lido Consulting Group, LLC. Lido advises a diverse client base, including high-net-worth individuals, family offices, and institutional investors, offering integrated wealth management that spans equities, fixed income, alternative investments, and tactical options strategies. The firm manages approximately $42.5 billion in assets and is notable for its active sub-advisory roles and a broad range of affiliated financial services.

Matthew Harris is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Hightower Advisors since 2008, including in roles at Hightower Securities, and currently also operates a consulting business, Aperture Partners Inc., providing research and analysis on asset allocation, investment managers, and client content. Hightower Advisors serves a broad range of individual and institutional clients, offering investment advisory and planning services with an emphasis on manager selection and multi-manager solutions. The firm combines proprietary research and diverse portfolio construction strategies, supporting both discretionary and non-discretionary management approaches.

Eduardo Provincia is a financial advisor at NewEdge Advisors with 14 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates, Inc. from 2016 to 2023. Provincia is also involved in fixed insurance and annuity sales through related business activities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Brennan Fontana is a financial advisor at Lido with Series 65 and Series 66 licenses and four years of industry experience. His prior roles include positions at eXp Realty, The Science of Flipping, and Marcus & Millichap. Lido serves a diverse client base that includes high-net-worth individuals, family offices, trusts, charitable organizations, and corporations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management model that incorporates tactical and defined-risk option strategies and supports its advisory services with a broad range of affiliated entities.

Eda Hong is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and beginning her career in 2024. She has been with Citigroup in multiple periods since 2024, with prior gaps in employment. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Michael Lemkin is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2003. He serves as the trustee of an irrevocable spendthrift trust for a family friend, managing investments and distributions in that capacity. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory approaches spanning equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation.

Nicholas Benedetto is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 credentials. He has four years of industry experience, including prior roles at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., and JPMorgan Chase Bank N.A. Outside of finance, his work history includes positions in the automotive and veterinary sectors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment advisory programs alongside broker-dealer execution and custody services. The firm’s approach includes discretionary and non-discretionary multi-manager strategies, supported by in-house research and unique market roles such as security-based swap dealing and futures commission merchant activities.

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 advises a diverse client base, including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm employs an integrated wealth-management approach that balances multiple asset classes and uses tactical and defined-risk option strategies, serving clients through various account structures and affiliated entities.

Troy Jones is a CFA® charterholder with three years of industry experience. He is currently an investment adviser representative with Lido Advisors, LLC, serving exclusively through Enterprise Trust & Investment Company. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional entities, providing investment management, financial planning, and family office services. The firm manages approximately $42.5 billion in assets and utilizes an integrated wealth-management approach combining equities, fixed income, alternatives, and option strategies, supported by a network of affiliated entities.

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 financial advisor at Lido with nine years of industry experience and holds a Series 65 credential. His prior experience includes roles at Freestone Capital Management and Fisher Investments. Lido serves a diverse client base, including high-net-worth individuals, family offices, charitable organizations, and institutional entities, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies and maintains a notable sub-advisory and investment-company role.

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 with Hightower Advisors in Los Angeles, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Bel Air Securities LLC and Bel Air Investment Advisors LLC, where he worked for over two decades. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a variety of investment vehicles.

Robert Renshaw is a CFP® with 18 years of industry experience, currently serving as an advisor at Lido since 2025. His prior firms include Fountainhead Capital Management, Prestige Wealth Management Group, AEPG Wealth Strategies, and 1st Global Advisors. Outside of his advisory role, he is a life insurance agent for Penn Mutual Life Insurance and National Life Group. 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 with tactical and defined-risk option strategies, and it offers a broad range of services through affiliated entities and active sub-advisory roles.

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.