Roberto Paredes is a financial advisor at Lido with Series 63 and Series 65 credentials and 32 years of industry experience. His career includes roles at Mariner Wealth Advisors, Wells Fargo Clearing, and Banc of America Investment Services. He has been with Lido Advisors, LLC since 2021. Lido serves a diverse client base, including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm uses an integrated wealth-management model with a range of investment strategies and maintains a notable role in sub-advisory and investment-company services.

Katherine Siriwan is a CFP® professional with 10 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, HoyleCohen, LLC, and Libbie Agran Financial Services & Seminars. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Scott Silver is a financial advisor at Lido with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fountainhead Asset Management and Mass Mutual Investors Services. He serves as a Finance Trustee of Reeves-Reed Arboretum in Summit, New Jersey, where he is involved in administrative and financial management. Lido advises a diverse client base, including high-net-worth individuals, family offices, trusts, estates, and institutional investors, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that incorporates tactical and defined-risk option strategies and is notable for its active sub-advisory roles and a broad range of affiliated capabilities.

Fakhr Alavi is a financial advisor at Prime Capital Financial with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameritas Investment Corp and 20/20 Capital Management, Inc. In addition to advisory work, he is involved in the sale and service of fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm provides a range of services including asset management, financial planning, retirement plan administration, and family office offerings, using both discretionary and non-discretionary investment approaches.

Parsa Talehakimi is a financial advisor at Citigroup Global Markets holding a Series 66 designation with experience beginning in 2023. His prior roles include positions at The Barthwell Group, Wells Fargo, and Gelfand, Rennert, & Feldman. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and operates with significant institutional scale and specialized market roles.

James Patton is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior work includes roles at National Planning Corporation, LPL Financial, and Ameriprise Advisor Services. Outside of advisory work, he writes a weekly digest and is involved with tax preparation and accounting services through Primary Wealth Partners. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional accounts, offering financial planning, portfolio management, and retirement plan services. The firm employs a model-driven investment approach combining strategic asset allocation with both active and passive management.

Diana Sawiris is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 22 years of industry experience. She has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale with specialized market roles and arrangements.

Robert Lawton is a financial advisor at Lido in Los Angeles, CA, holding a Series 65 designation. He has been with Lido since 2024 and previously worked at GreensLedge in 2023. His background includes roles outside the financial industry, including positions at the Beverly Hills Hotel and Swell Cafe. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering integrated wealth-management services with a focus on diversified asset allocation and options-based strategies. The firm also maintains an active role in sub-advisory and investment-company management, supported by a network of affiliated entities providing trust, tax, insurance, and brokerage services.

Blake Douvros is a financial advisor at PlanMember Securities Corporation with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Onyx Wealth Management LLC, Legacy Financial Group, and operates a personal insurance products sales business. Outside of finance, he has experience as a digital asset specialist in retail and e-commerce graphic design. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation framework and manages unitized, risk-based mutual-fund portfolios ranging from conservative to aggressive, supported by education and support services for plan sponsors and participants.

Devon Silber is a financial advisor at Oppenheimer in Los Angeles, CA, holding a Series 66 designation with seven years of industry experience. Prior to joining Oppenheimer in 2024, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2019 to 2024. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and retirement consulting, with a notable portion of its assets managed on a non-discretionary basis.

David Ferry is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He previously worked at Capital Bank and Trust Company for five years before joining his current firm in 2019. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm employs a multi-manager investment approach based on fundamental research and offers access to various separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Sam Stavros is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2018, following a year at Bank of America and three years in the fitness industry. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and manages investments through both discretionary and non-discretionary programs.

Victor Isidro is a financial advisor with Lido based in Los Angeles, CA, holding a Series 65 designation. He has professional experience from Sumitomo Mitsui Banking Corporation and academic tenure at Boston College. Lido serves a diverse client base, including high-net-worth individuals, family offices, charitable organizations, and pension plans, providing investment management, financial planning, and family office services. The firm utilizes an integrated wealth-management approach with diversified asset allocation and active strategies, and it holds a significant role as a sub-adviser to investment funds such as the VanEck U.S. Equity Buffer ETF.

Joseph Lumarda is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, holding a Series 65 credential with 17 years of industry experience. He previously worked at Capital Bank and Trust Company for five years before joining his 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 and a range of investment vehicles including separately managed accounts, mutual funds, and alternative strategy funds.

Henry Gitman is a financial advisor with Hightower Advisors in Los Angeles, holding a Series 66 credential and 12 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2014. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a variety of investment products such as mutual funds, ETFs, and alternative investments.

Nicholas Eguiazarian is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Smith Barney LLC and J.P. Morgan Chase Bank, N.A., among other firms. Outside of his advisory role, he is a partner in JLN Shoes LLC, a retail and online shoe business. 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 a range of portfolio management, financial planning, and consulting services, operating as both an investment adviser and a registered broker-dealer with capabilities including securities transactions, variable insurance products, and investment banking services.

David Tracy is a CFP® and Series 66-registered advisor with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, M. S. HOWELLS & cO., Triad Advisors, and Legacy Wealth Partners. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, emphasizing long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds. The firm also offers financial planning, family office services, employee benefit consulting, and access to a variety of investment vehicles.

Justin Amrein is a financial advisor at MAI Capital Management, LLC with Series 65 credentials and one year of industry experience. Prior to joining MAI in 2026, he worked at Evoke Advisors and Heritage Investors Management Corporation. His background also includes roles at George Washington University, Tennis Central Corp, and Chester Valley Golf Club. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutions. The firm manages a broad range of strategies and offers services that include trust administration and insurance, with $72.3 billion in assets under management as of May 2026.

Nicholette La Frenier is a financial advisor at Citigroup Global Markets with one year of industry experience. She holds the Series 66 designation and has previously worked at Modern Woodmen of America and in various roles including teaching positions and financial services prior to joining Citigroup. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with comprehensive oversight, and supports bespoke discretionary solutions for high-net-worth clients.

Graham Foltz is a financial advisor at Lido with two years of industry experience. He holds a Series 66 designation and previously worked at Nuveen Securities, Nuveen Asset Management, and Arrowmark Partners. Foltz’s background also includes experience outside finance, such as positions at Cherry Creek Country Club and Cuba Cuba Restaurant. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and pension plans. The firm employs an integrated wealth-management approach that balances asset allocation across various investment types and is noted for its active sub-advisory roles and extensive affiliated capabilities.