Paul Anello is a financial advisor at Lido with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Fisher Investments, Fidelity Brokerage Services LLC, and Allspring Funds Management, LLC. He is based in Los Angeles, CA. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, and institutions, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies and serves as sub-adviser to various investment funds, supported by a range of affiliated entities with specialized financial services.

Gary Levenstein is a financial advisor at Hightower Advisors with 34 years of industry experience. He holds a Series 63 designation and has previously worked at Lindbrook Capital, LLC and Jess S. Morgan & Co., Inc. He serves as a board observer for Endera Corp, a private company based in Pomona, CA. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct portfolios.

Heather Kwong is a financial advisor at IEQ Capital, LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at Burnham Gibson Wealth Advisors and Equitable Advisors, with additional experience at the University of California, Irvine. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, non-profit organizations, and other entities. The firm’s investment process is driven by centralized macroeconomic research and includes multi-phase due diligence, with a focus on clients typically having net worths of $10 million or more.

Matthew Meenan is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and corporations, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with active sub-advisory roles and a broad range of affiliated capabilities.

William Muskat is a CFP® professional with over 41 years of industry experience. He has been affiliated with Commonwealth Financial Network since 2009 and also operates Muskate Financial. Muskat serves as a trustee for a familial trust outside of his advisory work. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and back-office services. The firm provides technology, compliance, and investment management support while allowing advisors discretion in portfolio construction and access to various model portfolios and program structures.

Corrina Olson is a CFP® professional with nine years of experience in the financial industry, currently serving at Lido Advisors, LLC since 2025. Her prior roles include positions at Copperwynd Financial, The Vanguard Group, Inc., and Grand Canyon University. She is also licensed as an Independent Insurance Agent in Arizona and Utah, though she dedicates minimal time to this activity. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and institutional clients, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical asset allocation and options strategies, and is notable for its active sub-advisory role and affiliated capabilities such as in-house trust companies and tax services.

Elizabeth Miller is a financial advisor at Hightower Advisors with eight years of industry experience. She holds the Series 65 credential and has worked at Hightower since 2021, following five years at Bel Air. Based in Los Angeles, CA, she focuses on providing investment advisory services. Hightower Advisors delivers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a range of investment vehicles.

Michael Brimhall is a Series 65-licensed financial advisor at MAI Capital Management, LLC with five years of industry experience. His prior roles include positions at Evoke Advisors and Bel Air Advisors, as well as four years at Brigham Young University. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets as of May 2026 and offers a range of customized portfolio strategies alongside financial planning, trust administration, and insurance services.

Jennifer Mason is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and three years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Bank, accumulating over a decade of experience in financial services. Outside of her advisory role, Mason is involved as an independent business owner for Amway, focusing on retail sales of health, home, and beauty products. 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 offers portfolio management, financial planning, consulting, and operates as a registered broker-dealer, providing a range of investment and banking services through a Private Advisor model and consolidated investment platform.

Mitchell Fedders is a financial advisor at Lido with a Series 65 credential and one year of industry experience. His prior roles include positions at Strategic Group, Elizabeth Park Capital Management, and The Ohio State University Shoemaker Center. He has additional work experience outside finance, including employment at Freudenberg Sealing Technologies and Avon Lake Public Works. Lido advises a diverse client base that includes high-net-worth individuals, family offices, charitable organizations, corporations, and pension plans. The firm uses an integrated wealth-management approach balancing multiple asset classes and employs tactical and defined-risk option strategies, including its “Cap and Cushion” method, while delivering services through both in-house and affiliated entities.

Bennett Gross is a CFA® charterholder with 35 years of experience in the financial industry. He is currently with Mariner and has previously worked at firms including NewEdge Advisors, Jefferies LLC, and Sanctuary Wealth. Outside of his advisory role, Gross serves as trustee for the Friedmann Testamentary Trust, overseeing the distribution of assets to beneficiaries without compensation. Mariner provides investment management, financial planning, and retirement plan consulting to a diverse client base that includes high-net-worth individuals, institutions, and charitable organizations. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Charleger Santiago is a financial advisor with Eagle Strategies (New York Life) based in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2006. Santiago serves as a board member for Community First Fund. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and offers a range of advisory programs, primarily managing assets on a non-discretionary basis.

Steven Simon is a financial advisor with Equity Services, Inc. in Beverly Hills, CA, holding the ChFC® and Series 63 designations and bringing 44 years of industry experience. He has been associated with Equity Services, Inc. since 1995 and with National Life Group since 1997. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and utilizes third-party asset managers and model portfolios.

Matthew Harrison is a financial advisor with Lincoln Investment in Woodland Hills, CA, holding a Series 66 designation and 17 years of industry experience. His prior work includes positions at Merrill, Wells Fargo Clearing, Chase Investment Services, and Edward Jones. He also serves as a board member for the St. Mary's Food Bank Endowment. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning and portfolio management with a focus on advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic and adaptive model portfolios.

Shawn Moran is a Series 65-licensed financial advisor with 11 years of industry experience. He has worked at Lido Advisors, LLC since 2020 and previously spent seven years at Crawford Investment Counsel. Based in Los Angeles, CA, Moran is currently affiliated with Lido, an enterprise firm. Lido serves a diverse client base including high-net-worth and ultra-high-net-worth individuals, family offices, trusts, charitable organizations, corporations, pension and profit-sharing plans, and pooled investment vehicles. The firm offers investment management, financial planning, and family office services, employing an integrated wealth-management approach that utilizes a broad range of asset classes and tactical option strategies, and maintains active roles as a sub-adviser to ETFs and other investment funds.

Michael Davis is a CFP® professional at Lido with two years of industry experience. Prior to joining Lido Advisors, LLC, he worked at Pure Financial Advisors and GoSite. He holds a background that includes roles at San Diego State University and St. Vincent de Paul High School. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, estates, and institutional clients. The firm employs an integrated wealth-management approach featuring tactical and defined-risk option strategies, and offers extensive affiliated services including trust, tax, insurance, and brokerage through its network.

Kittiwat Sripom is a CFP® professional at Focus Partners Wealth, LLC with two years of industry experience. He has previously worked at The Colony Group, LLC, HoyleCohen, LLC, and Libbie Agran Financial Services. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm utilizes a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Michael Karsa is a financial advisor at Lido with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Lido Advisors, LLC since 2015, previously serving at McAdam LLC and VOYA Financial Advisors, Inc. He is the owner of several holding companies related to private investments in areas such as online retail, restaurants, and cryptocurrency. Lido advises a broad range of clients including high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach combining equities, fixed income, alternatives, and defined-risk option strategies, and offers investment management, financial planning, and family office services alongside affiliated trust, tax, insurance, and brokerage capabilities.

Nils Dillon is a financial advisor at Lido with 14 years of industry experience. He holds the Series 65 designation and previously worked at Heck Capital Advisors for 13 years and Pegasus Partners for one year. He is based in Los Angeles, CA. Lido serves a diverse client base that includes high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm uses an integrated wealth-management approach balancing asset allocation across various asset classes and employs tactical and defined-risk option strategies, while providing a wide range of financial services including investment management, financial planning, and family office solutions.

Jessica Vongsaphay is a Series 65-licensed advisor at Lido with two years of industry experience. She previously worked at Sequoia Financial Group, LLC for seven years and was affiliated with the University of Akron for four years. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutions, offering investment management, financial planning, and family office services. The firm uses an integrated wealth-management approach with tactical and defined-risk option strategies and is notable for its active sub-advisory roles and extensive affiliated capabilities.