Keri Kutakoff is a ChFC® credentialed financial advisor with 20 years of industry experience, currently with Lido Advisors, LLC. Her prior work includes roles at Chelsea Financial Services, Fountainhead AM, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. She also serves as a general agent overseeing life insurance appointments and underwriting with National Life Group. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, providing investment management, financial planning, and estate services. The firm employs a diversified investment approach incorporating equities, fixed income, alternatives, and options-based strategies, and often manages assets on a discretionary basis while working with third-party managers and sub-advisers.

Blair Buick is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Lido in Los Angeles, CA. His prior experience includes roles at Innofovate LLC and The Renaissance Companies. Lido provides wealth management services to high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities, offering a diversified investment approach that includes equities, fixed income, alternatives, and options-based strategies. The firm manages assets on a discretionary basis and frequently serves as a sub-adviser to registered investment companies.

Sam Farhoumand is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Strategic Investors Group, Inc. since 2021 and has been associated with PlanMember Securities Corporation and Legacy Financial since 2017. Farhoumand also serves as a power of attorney and temporary company officer for a family-owned marketing company. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation approach to managing mutual fund portfolios and offers education and support services including personalized retirement planning and participant-level investment options.

David Sassen is a financial advisor with Rockefeller Financial LLC, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Merrill and Bank of America. He is based in Los Angeles, CA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Robert Amoruso is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA, holding a Series 66 designation and 17 years of industry experience. He has previously worked at The Leaders Group Inc and M Holdings Securities, Inc., and serves as CEO of Gideon Strategic Partners LLC. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, corporations, and institutional investors, providing portfolio management, financial planning, and fiduciary services. The firm’s investment approach emphasizes manager selection and diversification using fundamental analysis and Modern Portfolio Theory, supported by a network of independent advisors and sub-advisors.

Matthew Sealy is a Series 65-credentialed advisor with four years of industry experience, currently working at Lido Advisors, LLC since 2022. Prior to joining Lido, he held roles at BlastMotion Inc., San Diego State University, Mascot Factory, Westview High School, and the United States Soccer Federation. Lido serves high-net-worth and ultra-high-net-worth clients, including individuals, family offices, trusts, estates, charitable organizations, and corporations. The firm employs an integrated wealth management approach with diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers when appropriate.

Frederick Johnston is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Caleb and Brown Ltd, Fidelity Investments, and JPMorgan Chase & Co. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs along with execution and custody services. The firm operates with institutional scale and provides specialized roles such as security-based swap dealing and futures commission merchant services.

Dani Comart is a financial advisor at Lido with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank NA and JPMORGAN Securities LLC for nine years. Comart has been with Lido Advisors, LLC since 2020. 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 with diversification across asset classes and implements options-based strategies directly and through pooled vehicles.

Jordan Friedman is a financial advisor with NewEdge Advisors in Beverly Hills, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Raymond James & Associates, L & S Advisors, and Citigroup Global Markets. Outside of advisory work, he serves as a managing director in a fixed insurance and fixed annuity business. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a range of portfolio management and consulting services, employing multiple program structures that combine in-house and third-party strategies, and incorporates technology tools and centralized due diligence into its investment approach.

Mitchell Rosenberg is a financial advisor with Eagle Strategies (NY Life) in Thousand Oaks, CA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been affiliated with Eagle Strategies and New York Life since 1986 and operates his own insurance brokerage firm, MDR Insurance and Financial Services, as well as Mahoney Financial Organization, LLC d/b/a MFO Insurance Solutions. Rosenberg serves as a board member of The Children's Hospital Advisory Board. Eagle Strategies serves individual and institutional clients through a wide range of advisory services, emphasizing tailored financial planning and retirement solutions. The firm manages a substantial asset base primarily on a non-discretionary basis and works extensively with corporate and charitable clients within the integrated New York Life affiliate network.

Jason Coles is a financial advisor at Centaurus Financial, Inc. with 30 years of industry experience. He has been with Centaurus since 2017 and previously worked at Financial West Group from 2011 to 2017. Outside of his advisory role, he is involved in life and term insurance sales and occasionally assists with trust account transactions for a family friend. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and foundations. The firm provides financial planning, portfolio management, retirement-plan consulting, and specialized advisory services using both discretionary and non-discretionary approaches, employing a combination of fundamental and technical analysis.

Dallin Garner is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Kayne Anderson Rudnick Investment Management, LLC since 2024. His prior experience includes roles at Fisher Investments and Fidelity Brokerage Services. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, insurers, banks, family offices, and high-net-worth individuals. The firm emphasizes fundamental research to identify high-quality businesses and incorporates governance and sustainability assessments into its investment approach, managing a range of active equity and fixed-income strategies across market capitalizations.

Olaf Kinstler is a CFP® professional with five years of industry experience, currently affiliated with Transamerica Financial Advisors. His career includes roles at The Prudential Insurance Company of America, AXA Advisors, and World Financial Group, among others. He also engages in the sale of insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple program platforms to deliver its services.

Virginia Aaron is a financial advisor at Lido with 20 years of industry experience. She holds Series 65 and Series 66 designations and has worked at firms including Claybrook Capital, Robertson Stephens Advisors, and Morgan Stanley. Aaron is based in Los Angeles, CA. 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 diversification across multiple asset classes and employs options-based strategies, managing assets typically on a discretionary basis and utilizing third-party managers when appropriate.

Jonathan Padrnos is a CFP® with three years of industry experience, currently working at Lido Advisors, LLC. He previously worked at Northwestern Mutual in various roles related to wealth management and investment services. Outside of finance, he owned and operated Jonny's Landscaping & Gardening Services for eight years. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach, diversifying across multiple asset classes and implementing options-based strategies, typically managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Franklin Starz is a financial advisor at Cresset Asset Management, LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Financial LLC, California Bank & Trust, Boot Barn, Big Sky Resort, Chapman University, and MountainScapes. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes.

Michael Jacoby is a financial advisor at PlanMember Securities Corporation with 5 years of industry experience. He holds Series 63 and Series 65 designations and has worked at PlanMember since 2020. In addition to his advisory roles, Jacoby is involved in the hospitality industry as a server at Saddle Peak Lodge. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach to managing unitized, risk-based mutual-fund portfolios and offers educational support including seminars and personalized retirement planning.

Kenneth Waltzer is a CFP® and CFA® with 22 years of experience in the financial advisory industry. He is currently with Wealth Enhancement Advisory Services, LLC, having previously worked at Mutual Securities, Inc., KCS Wealth Advisory, and Kenfield Capital Strategies, where he also serves as president of a holding company unrelated to investment activities. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and utilizes a diversified, risk-class based investment process combining passive and active managers with quantitative, momentum, and fundamental analysis.

Patricia Kappen is a financial advisor with Centaurus Financial, Inc. She holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Centaurus Financial in 2018, she worked at Western International Securities, Financial West Group, and has been the owner of San Juan Financial since 2005, where she provides accounting and tax preparation services, including representing clients before the IRS. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse range of clients, including individuals, families, small businesses, and institutions. The firm utilizes a variety of investment approaches through its CLASSIC Plus platform and provides both discretionary and non-discretionary portfolio management.

Landon Thompson is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. He is currently with Lido Advisors, LLC and previously worked at Olympus Wealth Management, 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 offers integrated wealth management with diversification across multiple asset classes and implements options-based strategies, managing assets primarily on a discretionary basis and incorporating third-party managers as appropriate.