Charles Faulhaber is a financial advisor at Lido with 19 years of industry experience. He holds the CFP® and ChFC® designations as well as a Series 63 license. Prior to joining Lido, he worked at Northwestern Mutual Investment Management for 14 years and has held roles at several wealth management firms including Lord and Richards and AE Wealth Management. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers integrated wealth management services including investment management, financial planning, family office services, and retirement and estate planning, with a focus on diversification across various asset classes and options-based strategies.

Michael Mcmullin is a financial advisor with Lido in Los Angeles, CA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Lido serves 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 through an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Arya Naim is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 12 years of industry experience. Prior to joining Citigroup in 2025, Arya worked at Morgan Stanley and Morgan Stanley Private Bank for a combined 10 years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and leverages internal oversight and large-scale institutional resources to deliver customized solutions.

Sarah Woodward is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2018. Prior to joining Citigroup, she was employed at Potomac Government Relations and has held academic positions at the University of Southern California. 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. The firm combines large institutional scale with unique market roles, including in-house research and execution services, and provides tailored discretionary solutions for high-net-worth clients.

Justin Cho is a CFP® with seven years of industry experience. He has worked at Lido Advisors, LLC since 2021 and previously held roles at LPL Financial, CFG Wealth Management, and the Social Policy Institute. 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 diversification across multiple asset classes and options-based strategies, managing assets mainly on a discretionary basis and utilizing third-party managers when appropriate.

Michael Arteaga is a financial advisor at Mariner with seven years of industry experience. He holds a Series 66 designation and has previously worked at ICONIQ Capital, AdvicePeriod, and Merrill Lynch. Arteaga has also been affiliated with the University of San Francisco during his career. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by both in-house research and third-party managers, along with integrated tax and accounting services and unique operational capabilities such as administrative CFO services and a financial wellness platform for employers.

Lucas Kulma is a CFP® and CFA® credentialed advisor at Focus Partners Wealth, LLC with nine years of industry experience. His prior roles include positions at The Colony Group, HoyleCohen, Moneta Group Investment Advisors, LLC, Kayne Anderson Rudnick Investment Management, LLC, and LourdMurray. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Kayla Cross is a financial advisor at Lido with seven years of industry experience and holds a Series 66 designation. Her prior work includes roles at Madrid Retirement Advisors, LPL Financial, UC Irvine Housing, and a business venture with Sushi Bear. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach featuring diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers as appropriate.

Merrell Siegel is a financial advisor at Oppenheimer with 44 years of industry experience. He has been with Oppenheimer since 2005 and previously worked at Morgan Stanley DW Inc. for 22 years. He holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of investment and consulting services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Prabhjot Sekhon is a CFA® charterholder and holds a Series 65 license, currently serving as an advisor at Lido with two years of industry experience. Prior to joining Lido, he worked at Freestone Capital Management and operated Sekhon Franchise Development for several years. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers integrated wealth management with diversified strategies across asset classes and implements options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Matthew Sullivan is a CFA® charterholder with 14 years of industry experience. He is currently with Citigroup Global Markets, where he has worked in various roles since 2018, with a brief tenure at Oakmont Corporation. Prior to that, he was employed at Deutsche Bank Securities Inc. Citigroup Global Markets Inc. serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and security pricing, swap dealer and futures commission merchant registrations, and bespoke solutions for very large client relationships.

Alek Christensen is a financial advisor at Lido with five years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, E*Trade Securities, and Morgan Stanley. Lido serves 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 diversification across multiple asset classes and options-based strategies.

Jack Wildgoose is a financial advisor at Lido with a Series 65 credential and one year of industry experience. His prior work includes roles at The H Wood Group and Loyola Marymount University. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities by providing investment management, financial planning, and family office services. The firm employs an integrated wealth management approach focused on diversification across various asset classes and implements options-based strategies, often managing assets on a discretionary basis and collaborating with third-party managers and sub-advisers.

Todd Morgan is a financial advisor at Hightower Advisors with over 56 years of industry experience. His prior roles include leadership positions at Bel Air Investment Advisors LLC and its affiliated entities. Morgan also serves as a strategic consultant for an entertainment production company, Silver-Katz Holdings, LLC. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm employs a manager selection and multi-manager approach, utilizing both affiliated and third-party managers across various investment strategies.

Joseph Rosol is a CFP® with 14 years of industry experience and has been with HighTower Advisors since 2016. He is based in Los Angeles, CA, and holds a Series 65 license. HighTower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a variety of investment vehicles.

Nathaniel Downes is a CFA charterholder with 21 years of industry experience. He is currently with Lido Advisors, LLC and previously worked at Avitas Wealth Management and UBS Financial Services. Downes serves on the CFA Society of Los Angeles and the CFA Institute’s Standards of Practice Council, contributing to educational activities and ethical standards in the profession. Lido advises high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations. 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 and utilizing third-party managers when appropriate.

Ananya Chandra is a financial advisor at Lido with one year of industry experience. She holds a Series 65 designation and previously worked at Pegasus Partners Ltd for six years. 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 focused on diversification across multiple asset classes and implements options-based strategies, often managing assets on a discretionary basis and collaborating with third-party managers and sub-advisers.

Tanner Hamilton is a financial advisor at Mariner with 12 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at AdvicePeriod, LLC and Foresters Financial Services, INC. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by an internal research and portfolio management team and provides a range of investment strategies alongside integrated tax and accounting services.

Jerrod Foster is a financial advisor at Lido with CFP®, CFA®, and Series 66 credentials and 10 years of industry experience. His prior roles include positions at Morgan Stanley, Parkside Advisors LLC, and Bank of New York Mellon. In addition to his advisory work, Foster serves as associate faculty at West Valley-Mission Community College District and as adjunct faculty at Contra Costa Community College District. 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 focusing on diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and frequently collaborating with third-party managers and sub-advisers.

Michael Mcglashen is a financial advisor at Savant Wealth Management with 23 years of industry experience. He previously worked at Bucks County Financial Planning Group, Inc. for 11 years and Exencial Wealth Advisors, LLC for 6 years, where he remains an equity partner. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm employs an investment approach that combines evidence-based asset allocation with actively managed strategies, supported by in-house accounting, legal, and trust services.