Mark Harris is a CFP® and Series 65-licensed advisor with nine years of industry experience. He currently works at Mariner, where he has been since 2022, following five years at AdvicePeriod, LLC and four years at the University of California, Los Angeles. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios supported by both internal research and third-party managers, and is noted for its integration of tax, accounting, and administrative CFO capabilities.

David Douglas is a financial advisor at Lido with four years of industry experience and holds a Series 65 designation. His previous roles include positions at Private Capital Management and work experience outside of finance at Texas Roadhouse. 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 featuring 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.

James Savage is a financial advisor at Lido with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill from 2016 to 2019 before joining Lido Advisors, LLC in 2019. 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 a diversified investment approach across multiple asset classes and implements options-based strategies, managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Christian Martinez is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Lido Advisors, LLC since 2024 and previously held positions at Brent Forrest & Associates, Northwestern Mutual, and other firms. Martinez 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 uses an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers.

Brendan Logan is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior work includes roles at Belmont DPW, AV Rizzo Irrigation, and Elon University. 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, using an integrated wealth management approach featuring diversification across multiple asset classes and options-based strategies.

Brooke Napiwocki is a CFP® professional with 12 years of industry experience, currently serving at Lido Advisors, LLC. Her prior roles include positions at Pegasus Partners, J.W. Cole Advisors, Crescendo Wealth Management, LPL Financial, and WealthSpire Advisors. She is the founder and Chief Wellness Officer of Be Financially Well, LLC, an education company focused on financial wellness across all ages. 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 that emphasizes diversification and options-based strategies, managing assets primarily on a discretionary basis while utilizing third-party managers and sub-advisers as appropriate.

Yuyen Chang is a CFP®, CFA®, and Series 65-designated financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 12 years of industry experience. Prior to joining Kayne Anderson Rudnick in 2021, Chang worked at Creative Planning and Halbert Hargrove. He is also an instructor for the CFP education course at the University of California, Irvine. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, registered investment advisers, pension plans, and individual clients. The firm emphasizes fundamental, quality-oriented equity research and offers a range of strategies across market capitalizations and asset classes.

Ronald Silverman is a financial advisor at Hightower Advisors with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Hightower Advisors since 2021. Prior to that, he was associated with Bel Air Investment Advisors LLC, Bel Air Securities LLC, and Bel Air Management Company LLC. He serves on the advisory board for Blacklion Brothers Holdings, LLC, advising on real estate transactions. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions, manager selection, and access to both affiliated and third-party managers, utilizing proprietary research and a varied investment platform across mutual funds, ETFs, and alternative investments.

Cody Ambrogi is a financial advisor at Lido with four years of industry experience. He holds a Series 65 designation and has previously worked at SEI Investments and Penn State University. Based in Los Angeles, CA, Ambrogi joined Lido in 2022. 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, including investment management, financial planning, family office services, and retirement and estate planning, using diversified strategies across multiple asset classes and options-based approaches.

Nolan Dietel is a CFP® and holds a Series 65 license with four years of industry experience. He has worked with Lido Advisors since 2025 and previously was with PrairieView Partners from 2022 to 2025. Outside of finance, he has experience in the hospitality industry, including roles at Crooked Pint Ale House and Texas Roadhouse. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, and corporations. The firm employs an integrated wealth management approach with a focus on diversification and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers when appropriate.

John Barnes is a financial advisor at Lido with Series 65 and Series 66 credentials and seven years of industry experience. His prior work includes roles at William Blair & Co and Morgan Stanley. Based in Los Angeles, he has been with Lido since 2025. 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 estate and retirement planning, utilizing a diversified wealth management approach that includes equities, fixed income, alternatives, and options-based strategies.

Nicholas Henry is a CFA® charterholder and Series 63 licensee with one year of industry experience. He currently works at Mercer Global Advisors Inc. and previously held roles at BMO Wealth Management, Liberfield Capital, and NYLIFE Securities LLC. Prior to his financial career, he was involved with Swim Right Academy. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios implemented through a range of investment vehicles including ETFs, index funds, and separate account managers.

Brandon Asher is a Private Wealth Advisor and co-founder and managing partner of The Miller | Asher Group, where he focuses on implementing tailored portfolio and wealth structuring strategies for individuals, business owners, and families across generations. He utilizes the resources available through Merrill Private Wealth Management, including access to structured credit through Bank of America, to provide comprehensive advice in areas such as global financial strategies, pre- and post-liquidity event planning, estate and family legacy planning, and philanthropic planning. Brandon holds a Bachelor's degree from Arizona State University and a Juris Doctorate degree from California Western School of Law. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). Prior to his current role, Brandon practiced law, though he does not provide legal advice in his capacity as a financial advisor. He is actively involved in community organizations including the Arizona State University Alumni Association, San Diego Chapter, and the Second Saturday Workshop hosted by the Women's Institute for Financial Education in San Diego Central. Outside of work, Brandon enjoys sports such as baseball, basketball, football, golf, and hunting, as well as fishing, music, and spending time with his family.

Carlos Di Ponio is a Series 66-licensed financial advisor with Transamerica Financial Advisors, where he has worked since 2020. He has eight years of industry experience and is also involved in film production as the manager of DaCha Film Company LLC and runs an entertainment production business under the name Jordan Charles. Additionally, he serves as CEO of an online tutoring platform called AllPro Tutors. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with various model portfolio programs and access to third-party money managers, operating as both a registered investment adviser and broker-dealer.

Arun Bharath is a CFA® charterholder with four years of industry experience. He has worked at Hightower Advisors since 2021 and previously spent 14 years at Bel Air Investment Advisors. Arun is based in Los Angeles, CA. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on portfolio construction that incorporates a range of investment vehicles and strategies.

Aren Yarian is a financial advisor with VOYA Financial Advisors, Inc. who holds Series 63 and Series 65 licenses and has 11 years of industry experience. He previously worked at FIDELITY Brokerage Services LLC before joining VOYA in 2018. Aren is based in Simi Valley, California. VOYA Financial Advisors, Inc. is an enterprise advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, unified managed accounts, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm integrates in-house and external strategists with technology-enabled tools to structure client relationships around investment policy statements and model portfolios.

Rocio Hernandez is a CFP® with eight years of industry experience, currently advising at Rockefeller Financial LLC. She previously worked at Morgan Stanley Smith Barney LLC, Manhattan West, Citigroup, and Morgan Stanley. 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 combines a Private Advisor model with a consolidated investment platform to offer discretionary and non-discretionary portfolio management, financial planning, consulting, and broker-dealer services including securities transactions and alternative investment placements.

Shane Cooper is a financial advisor with Lincoln Investment in Woodland Hills, CA, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Lincoln Investment and Pacific Southwest Financial since 2013. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) participants. The firm’s investment approach combines in-house model portfolio construction and dynamic strategies with third-party manager access, supporting both advisor-led and firm-managed portfolios.

Namik Beganovic is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Morgan Stanley, UBS Financial Services, Cortland Valuation Group, Inc, and CNR Securities, LLC. RBC Rochdale serves a diverse client base, including high net worth individuals, corporations, and charitable organizations. The firm employs an active, multi-strategy investment approach that integrates quantitative and fundamental analysis, utilizing proprietary tools and collaborations with sub-advisors to tailor portfolios across various asset classes.

Evan Menendez is a financial advisor at Lido with Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Morgan Stanley and held a part-time assignment at UBS. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices and charitable organizations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach with diversification across various asset classes and options-based strategies, managing assets primarily on a discretionary basis.