Kayla Kaltenecker is a CFP® with eight years of industry experience, currently advising clients at Lido. She has worked with Lido Advisors, LLC since 2017 and has also been involved with Kaltenecker Inc., an accounting firm where she serves as a data entry assistant. Lido serves 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 diversified strategies across multiple asset classes and routinely manages assets on a discretionary basis, including options-based strategies implemented both directly and through pooled vehicles.

Lewis Shore is a financial advisor at Lido with over 51 years of industry experience. He holds a Series 63 designation and has worked at firms including Lincoln Investment, Capital Analysts, and Private Wealth Strategies. Outside of advisory roles, he has been involved in the sale and service of life and health insurance products since 1974. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, and other institutional clients, providing integrated wealth management with diversification across multiple asset classes and options-based strategies. The firm also offers family office services, retirement and estate planning, and access to third-party managers and sub-advisers.

John Bute is a financial advisor at Lido with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill Lynch. In addition to his advisory role, he serves as Director of Lido Tax LLC, focusing on business planning and operational oversight. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, and various institutional clients. The firm employs an integrated wealth management approach that includes diversified investment strategies and options-based techniques, managing assets primarily on a discretionary basis while leveraging third-party managers and sub-advisers.

Clinton Demming is a financial advisor with EP Wealth Advisors, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has previously worked at Foresters Equity Services and The Holben Group, LLC, where he is also involved in property management. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios and a range of investment strategies including fundamental, technical, and cyclical analysis.

Ryan Krantz is a financial advisor at EP Wealth Advisors with a Series 65 credential and nine years of industry experience. He previously worked at The Insight Group, Inc. and Financial Insight Center. Outside of finance, he has been employed as a cashier at Old Mill Golf Course for over a decade. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, financial planning, discretionary portfolio management, and ancillary services such as tax preparation and estate-document preparation, using customized model portfolios and various investment strategies.

Sean Rourke is a financial advisor with Capital Group Private Client Services, Inc., holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His prior roles include positions at Bank of New York Mellon Corp. and City National Bank. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Lucas Karasch is a CFP® with 14 years of industry experience, currently serving as an advisor at EP Wealth Advisors. He previously worked at Ameriprise Financial Services, Inc. and is an investment committee member for The Cambridge School. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning, utilizing customized model portfolios and a range of investment strategies including fundamental, technical, and cyclical analysis.

Adam Quarello is a financial advisor at Oppenheimer with 24 years of industry experience. He has been with Oppenheimer since 2009 and holds a Series 66 designation. Outside of his advisory work, he is involved in playing music in public. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and a variety of investment strategies tailored to client objectives.

Brock Niederer is a Series 65-licensed financial advisor at Lido with one year of industry experience. His prior roles include positions at Spire Outsourcing and BYU Idaho, with six years in full-time education before entering the financial sector. Lido serves high-net-worth and ultra-high-net-worth clients—including family offices, trusts, and charitable organizations—by providing investment management, financial planning, and family office services. The firm employs a diversified, integrated wealth management approach spanning multiple asset classes and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers.

Brian Wilde is a CFP® with 15 years of industry experience. He has worked at EP Wealth Advisors since 2020, following roles at the Financial Insight Center and OneAmerica Securities. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm offers wealth management and discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for eligible clients.

John Keenan is a financial advisor with GWN Securities Inc. in Torrance, CA, holding Series 63 and Series 65 licenses and with 38 years of industry experience. He has been with GWN Securities since 2010 and also serves as Senior Vice President at Keenan & Associates, a firm he has been affiliated with since 1983. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm operates a large network of approximately 423 advisors and manages around $3.65 billion across more than 37,000 client accounts.

Matthew Willis is a financial advisor with Rockefeller Financial LLC in Los Angeles, CA, holding a Series 66 designation and 12 years of industry experience. He has worked at Rockefeller Capital Management and Wells Fargo Advisors among other firms. 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, operating also as a registered broker-dealer with a consolidated investment platform that includes direct portfolio management and access to third-party managers.

Andrew Thomas is a CFP® and holds a Series 65 license, with 15 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2023, following 13 years at Thomas Financial Advisors LLC. Outside of finance, he is a managing member of a closely held liquor store in Fort Collins, Colorado. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, financial planning, discretionary portfolio management, and ancillary services, utilizing customized model portfolios with a mix of fundamental, technical, and cyclical analysis.

Mark Weinberg is a financial advisor with Oppenheimer in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Oppenheimer since 2003. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm employs diverse investment approaches tailored to its programs and advisors, managing approximately $36.7 billion in assets as of year-end 2025.

Souheir Alrachid is a financial advisor with Eagle Strategies (NY Life) based in Los Angeles, CA, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at AXA Advisors and Farmers Financial Solutions. She serves as a board member of the Baccash Family Foundation, which provides grants to several healthcare and community organizations. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, emphasizing tailored recommendations and a predominantly non-discretionary asset management approach within the New York Life affiliate structure.

Alexander Gordon is a financial advisor at Mesirow Financial Investment Management, Inc. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at LPL Financial and Brown Wealth Management. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, pension and profit-sharing plans, government entities, charitable organizations, and other institutional clients. The firm integrates third-party managers and proprietary private investment products within diversified portfolios, applying both quantitative and qualitative due diligence across various asset classes.

Daniel Chesler is a financial advisor with Schwab Wealth Advisory in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at TD Ameritrade and Charles Schwab entities. Outside of his advisory work, he owns a rental property. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not manage client accounts on a discretionary basis.

Ariel Da Silva is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked with Oakwood Capital Management and its division ACORN DIGITAL WEALTH before joining Wealth Enhancement Advisory Services in 2021. Based in Los Angeles, CA, his career spans roles at multiple firms within the wealth management sector. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers comprehensive financial planning and asset management services, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Louis Kim is a financial advisor at Lido with one year of industry experience. He holds the Series 66 designation and has previously worked at MKL Capital Management LLC, Paceline Partners, The Leaders Group Inc, and Gideon. Outside of his advisory role, he is the managing member of Big D Hotel, LLC, a group investment vehicle related to a hotel in Dallas, Texas. 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 across multiple asset classes and offers investment management, financial planning, family office services, and retirement and estate planning.

Phong Luu is a CFA® charterholder and financial advisor at Cerity Partners LLC with three years of industry experience. Prior to joining Cerity Partners in 2022, he worked at Covington Capital Management for sixteen years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, estates, corporations, charitable institutions, and other institutional investors. The firm offers customized portfolios with a focus on diversified asset allocation and provides a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.