Timothy Johnson Jr. is a CFP®-certified financial advisor at Lido with three years of industry experience. Prior to joining Lido, he worked at Capco and has held roles in various sectors including food service and delivery. Outside of advising, he continues to work part-time as a delivery driver for Uber. Lido serves a diverse client base ranging from high-net-worth individuals to charitable organizations and pension plans, offering integrated wealth management through investment management, financial planning, and family office services. The firm manages approximately $42.5 billion in assets and is notable for its active sub-advisory roles and a comprehensive suite of affiliated services.

Bridget Costello is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 13 years of industry experience. She holds the Series 65 and Series 63 designations and has worked at firms including VP Distributors LLC, TD Ameritrade, RWA Wealth Partners, and Adviser Investments. Based in Los Angeles, CA, she has been with Kayne Anderson Rudnick since 2015. Kayne Anderson Rudnick manages discretionary and sub-advisory investment services for institutional and individual clients such as pension plans, insurers, banks, family offices, endowments, registered investment advisers, and high-net-worth individuals. The firm employs a fundamental research-driven investment approach focused on high-quality businesses and offers a diverse range of active equity and fixed-income strategies alongside modular wealth advisory and concentrated portfolio solutions.

Daniel Elijah Valverde is a Series 65 licensed financial advisor at Lido with one year of industry experience. Prior to joining Lido Advisors, LLC, he was employed at Fisher Investments. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and institutional investors. The firm employs an integrated wealth-management approach that balances asset allocation across multiple asset classes and uses tactical and defined-risk option strategies, operating both discretionary and non-discretionary accounts and acting as a sub-adviser to various investment funds.

Mario Reina is a financial advisor with GWN Securities Inc. in Pasadena, CA, holding Series 66 and Series 63 licenses and bringing 21 years of industry experience. His prior roles include positions at Infinity Financial Services Advisory, Ernst & Young Investment Advisers LLP, and U.S. Bancorp Advisors, LLC. Outside of his advisory work, he owns and operates a tax preparation business. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs, financial planning, and third-party manager introductions. The firm utilizes both affiliated and unaffiliated sub-advisers and employs market-timing and momentum-based strategies in certain legacy programs.

William Fitzhugh is a financial advisor at D.A. Davidson & Co. with 28 years of industry experience. He has been with D.A. Davidson since 2013 and holds Series 63, 65, and 66 licenses. Outside of his advisory role, he is involved in a land ownership business that rents land for farming. 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 and offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients.

Reid Budrovich is a financial advisor at Hightower Advisors in Los Angeles, CA, holding a Series 65 designation with two years of industry experience. He has been with Hightower Advisors since 2019 following five years as a student. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research to offer diversified portfolio management and financial planning services.

Peter Morimoto is a financial advisor at Lido with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Republic Securities Company, First Republic Investment Management, and Wells Fargo in various capacities. Morimoto serves on the advisory board of Namara Water Technologies, a company specializing in smart home water leak detection and pressure control. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and institutional investors. The firm employs an integrated wealth-management approach with a focus on tactical and defined-risk option strategies, and operates through multiple affiliated entities providing comprehensive financial and administrative services.

Elliot Wicks is a financial advisor at Lido with a Series 65 credential and one year of industry experience. Prior to joining Lido, he held roles in diverse sectors including automotive, pest control, construction, and hospitality. Lido serves a wide range of clients, 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 that balances various asset classes and incorporates tactical, options-based strategies.

Henry Herrill is a financial advisor at Lido with nine years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Lido serves a wide range of clients, including high-net-worth individuals, family offices, trusts, charitable organizations, and corporate and pension plans. The firm offers investment management, financial planning, family office services, and access to affiliated trust, tax, insurance, and brokerage services, managing approximately $42.5 billion in assets.

Dalton Downer is a financial advisor at Lido with two years of industry experience. He holds a Series 65 designation and previously worked at CS Tomasi Wealth Management. Lido serves 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 that includes asset allocation across multiple asset classes and tactical option strategies, while also providing a range of affiliated trust, tax, insurance, and brokerage services.

Jennifer Solis is a CFP® with 13 years of industry experience and has been with Creative Planning since 2015. She is also president of Jen Solis LLC, a personal beauty care business based in Burbank, CA. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning-led investment process with a range of strategies and offers affiliated legal, trust, and retirement plan services alongside its advisory business.

Eun Im is a financial advisor at Eagle Strategies (NY Life) based in Los Angeles, CA, with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2010. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm offers a variety of advisory programs and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Patrick Kim is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 26 years of industry experience, including roles at Ameritas Advisory Services, LLC, EMP Financial Network Inc, and FIT Planning Group. He is a founding board member of VISTA Marketing Partners LLC, which focuses on strategic growth and planning in the fixed insurance and annuity industry. TLG Advisors, Inc. serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm provides investment supervisory services, portfolio management, and comprehensive financial planning, using fundamental analysis and Modern Portfolio Theory to construct diversified portfolios, with services delivered through a network of independent advisors and sub-advisors.

Courtney Blum is a financial advisor at Lido with 18 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Northern Lights Distributors, LLC and Centerstone Investors, LLC. Blum is based in Los Angeles, CA. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and institutional clients, offering investment management, financial planning, and family office services. The firm utilizes an integrated wealth-management approach that incorporates equities, fixed income, alternative investments, and tactical option strategies, and is notable for its sub-advisory roles and in-house affiliated entities.

Tuyun Ra is a financial advisor at Oppenheimer with 25 years of industry experience. She has held roles at Oppenheimer since 2007 and previously worked at RBC Capital Markets and Prudential Equity Group, LLC. She holds the Series 66 designation and is based in Los Angeles, CA. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of investment and consulting services across discretionary and non-discretionary accounts, combining strategic asset allocation and manager selection with retirement and financial planning solutions.

Nicholas Stonnington Sr. is a financial advisor at Prime Capital Financial with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously led the Stonnington Group, LLC for 19 years. Outside of advising, he owns several non-investment businesses including a healthcare insurance and mortgage loan origination firm, as well as a human capital management company. Prime Capital Financial is an enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers comprehensive services including asset management, financial planning, qualified retirement plan sponsorship, and family office solutions, employing a range of investment strategies alongside affiliated tax advisory services.

Michael Benevento is a financial advisor at Lido with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Fountainhead Advisors, Castlekeep Investment Advisors, MEBCO LLC, and Millennium Partners. Outside of advising, Benevento is founder and CEO of MEBCO LLC, a consulting business, and serves on the advisory boards of Terramint Group Corp. and Worldwide Solutions and Services. 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 combining asset allocation, tactical option strategies, and a range of investment vehicles, supported by affiliated entities offering trust, tax, insurance, and brokerage services.

Jessica Gonzalez Crisci is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds the Series 66 and Series 63 designations and has worked at Citi Group since 2023, following seven years at HSBC Bank USA and HSBC Securities (USA) Inc. in various capacities. Citigroup Global Markets Inc. serves individual and institutional clients across high-net-worth and ultra-high-net-worth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including operating as a swap dealer and futures commission merchant.

Denise Yi is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She has been with Citigroup Global Markets and Citibank, N.A. since 2012. Outside of her advisory work, she is affiliated with JKDY Investments LLC, which operates restaurants in Los Angeles. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional capabilities with specialized market roles.

Rommel Valarao is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and possessing 32 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory work, he serves as secretary for First Solution Hospice Care, dedicating time monthly to managing administrative duties. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and a mix of discretionary and non-discretionary programs.