Luka Waage is a Series 65-licensed financial advisor at Lido with one year of industry experience. Prior to joining Lido Advisors, LLC, he was employed by the University of California, Santa Barbara, and worked for the Del Mar Lifeguard Department. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and charitable organizations by providing investment management, financial planning, family office services, and retirement and estate planning. The firm employs a diversified, integrated approach across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and working with third-party managers and sub-advisers when appropriate.

Brian Blackwell is a financial advisor at Lido with 18 years of industry experience. He holds CFP® and ChFC® designations, as well as the Series 66 license. His prior roles include positions at Spotlight Asset Group, Delta Community Credit Union, and LPL Financial. 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 emphasizing diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Timothy Walsh is a financial advisor at Lido with six years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Fountainhead Advisors, MML Investors, and MassMutual Life Insurance. Outside of advisory roles, he maintains a broker agent position with MassMutual Life Insurance, focusing on life, disability, and long-term care insurance. 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 that includes diversified investments and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Aiyana Baker Shedd is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. She previously worked at First Foundation Bank and Community First Federal Credit Union. Prior to her financial services career, she was employed at Pacific News Center. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with large institutional scale, including roles as a swap dealer and futures commission merchant.

Jacob Loosle is a CFP® and holds a Series 65 license, with 11 years of experience in the financial industry. He has worked at Lido Advisors, LLC since 2022 and previously spent seven years at United Capital Financial Advisers, LLC. Based in Los Angeles, CA, Loosle currently serves clients through Lido. 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 with diversification across multiple asset classes and implements options-based strategies both directly and through pooled vehicles.

B. Lourd is a financial advisor at Hightower Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hightower Advisors since 2019, alongside running Lourd Capital Management since 2006. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a manager selection approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services through its network of advisor practices.

Adrianne Erickson is a financial advisor at Lido with a Series 65 credential and three years of industry experience. She has worked at Lido Advisors, LLC since 2022 and previously spent twelve years at RWJ Barnabas Health. Lido serves high-net-worth and ultra-high-net-worth clients, including individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm provides investment management, financial planning, family office services, and estate and retirement planning, employing an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Michael Puls is a financial advisor with Commonwealth Financial Network in Pasadena, CA, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Commonwealth since 2003 and serves as owner and president of Arbor Financial Services, an operating company for securities and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors by providing operations, trading, technology, compliance, and practice-management services. The firm offers a variety of advisory programs and investment solutions, including discretionary model portfolios and customized strategies.

Dina Nam is a financial advisor at Mariner in Los Angeles, CA, holding a Series 65 designation. She has seven years of industry experience, having previously worked at AdvicePeriod and Withers Bergman before joining Mariner. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by both internal and third-party managers and provides integrated tax, accounting, and financial wellness solutions.

Hrachya Davtyan is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His prior roles include positions at Argosy Wealth Management Corporation, Mutual Securities, Inc., and UBS Financial Services. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options including ETFs, mutual funds, and separate accounts.

Matthew Altman is a CFP® and Series 66 credentialed advisor with 11 years of industry experience. He is currently with Lido Advisors, LLC and has prior experience at Glassy Mountain Advisors, Copperleaf Capital, Fidelity Brokerage Services, and Charles Schwab. Based in Los Angeles, CA, he joined Lido in 2025. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, providing investment management, financial planning, and family office services. The firm employs a diversified investment approach across multiple asset classes and options-based strategies, often managing assets on a discretionary basis and using third-party managers when appropriate.

Kirk Whalen is a financial advisor at HSBC Securities (USA) Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Merrill and Capital Group. Outside of finance, he was involved with 11:11 Nightclub. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary investment solutions. The firm combines strategic and tactical asset allocation with fund due diligence through affiliated global asset management entities.

Savitri Pai is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her prior experience includes roles at J.P. Morgan Chase Private Bank and Capital Bank & Trust Company. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach that emphasizes fundamental research and a long-term investment horizon. The firm implements portfolios through separately managed accounts, mutual funds, ETFs, and private equity or alternative strategy funds.

James Herrell is a CFA® charterholder with 12 years of industry experience. He has worked at NewEdge Advisors since 2022 and was previously with Beacon Pointe Advisors and Beacon Pointe Wealth Advisors from 2016 to 2022. He operates as an investment adviser representative solely with NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing a variety of program structures and technology tools to support both advisors and clients.

Jason Blumberg is a financial advisor at Lido with 11 years of industry experience. He holds the Series 65 designation and has been with Lido Advisors, LLC since 2015, including a recent role at IDB Lido Wealth, LLC. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm uses an integrated wealth management approach emphasizing diversification and options-based strategies, managing assets on a discretionary basis and often employing third-party managers and sub-advisers.

Michael Lindeman is a financial advisor at Lido with a Series 66 designation and six years of industry experience. Prior to joining Lido in 2025, he worked at RBC Capital Markets from 2018 to 2025. His earlier experience includes roles in recreation management and retail. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, and various institutional clients, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach with diversification across multiple asset classes and utilizes options-based strategies implemented directly in client accounts and through pooled vehicles.

Susan Chevalier is a financial advisor at TIAA-CREF with 21 years of industry experience. She has held positions at Fidelity Personal and Workplace Advisors and BlackRock prior to joining TIAA-CREF. Chevalier also serves as an adjunct professor at the University of Redlands, where she provides classroom instruction and mentors students. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing retirement plan relationships. The firm’s advisory model distinguishes between point-in-time planning services and ongoing portfolio management, utilizing both model and customized portfolios under a fiduciary standard.

Lynn Newman is a CFP® with 33 years of industry experience, currently serving at Eagle Strategies (NY Life) in Los Angeles, CA. She has worked with New York Life Insurance Company since 1991 and Nylife Securities LLC since 1992. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice and solutions across multiple program types and manages a significant portion of its assets on a non-discretionary basis.

Rachel Melroy is a CFP® professional with 16 years of industry experience currently serving at Capital Group Private Client Services, Inc. in Los Angeles, CA. She previously worked for Capital Bank and Trust Company for five years before joining her current firm in 2021. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach known as the “Capital System” that emphasizes fundamental research and long-term investment horizons. The firm offers access to separately managed accounts, mutual funds, ETFs, and certain private-equity and alternative strategy funds.

Neeraj Patel is a Series 65-credentialed financial advisor with 15 years of industry experience. He is currently with Capital Group Private Client Services, Inc., where he has worked since 2021, following five years at Capital Bank And Trust Company. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm uses a multi-manager approach called the “Capital System,” combining fundamental research and long-term portfolio segmentation across separately managed accounts, mutual funds, ETFs, and alternative investments.