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 a Series 65 credential and four years of industry experience. Prior to joining Lido in 2025, he worked at Private Capital Management for three years and has held positions in both the restaurant industry and academia. Lido serves a diverse range of clients, including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm employs an integrated wealth-management approach featuring a broad asset allocation and tactical option strategies, and is notable for its active sub-advisory roles and a wide array of affiliated financial services.

James Savage is a financial advisor at Lido with 10 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Merrill for three years before joining Lido in 2019. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional plans, offering investment management, financial planning, family office services, and access to affiliated trust, tax, insurance, and brokerage services. The firm manages approximately $42.5 billion in assets and employs an integrated wealth-management approach that includes tactical option strategies and a combination of discretionary and non-discretionary accounts.

Christian Martinez is a CFP® with four years of industry experience, currently serving as a financial advisor at Lido. He previously worked at Brent Forrest & Associates and Northwestern Mutual, among other firms. Martinez has also been involved with The Washtub during his early career. Lido advises a wide range of clients, including high-net-worth individuals, family offices, and charitable organizations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach and is notable for its active sub-advisory roles and affiliated capabilities in trust, tax, and brokerage services.

Brendan Logan is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior work history includes roles at Belmont DPW and AV Rizzo Irrigation, as well as academic experience at Elon University and Belmont Hill School. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach that incorporates a broad range of asset classes and tactical defined-risk option strategies, delivering services through both discretionary and non-discretionary accounts alongside affiliated entities.

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 for all ages. Lido provides comprehensive wealth management services to a diverse client base, including high-net-worth individuals, family offices, and institutional entities. The firm employs an integrated investment approach combining traditional asset allocation with tactical and defined-risk option strategies and offers a range of affiliated services including trust, tax, insurance, and brokerage.

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 previously worked at SEI Investments. His background includes time at Penn State University and local government in Uwchlan Township. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm employs an integrated wealth-management approach, balancing asset allocation across various asset classes and utilizing tactical option strategies, while also serving as sub-adviser to the VanEck U.S. Equity Buffer ETF.

Nolan Dietel is a CFP®-certified financial advisor at Lido with four years of industry experience. Prior to joining Lido Advisors, LLC in 2025, he worked at PrairieView Partners for three years. His background includes a range of roles outside finance, including positions at Crooked Pint Ale House and Texas Roadhouse. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering investment management, financial planning, and family office services. The firm’s investment approach integrates equities, fixed income, alternative investments, and options strategies, and it holds a notable role as sub-adviser to the VanEck U.S. Equity Buffer ETF.

John Barnes is a financial advisor at Lido with seven years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at William Blair & Co and Morgan Stanley. Lido provides investment management and financial planning services to a diverse client base that includes high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm utilizes an integrated wealth-management approach that incorporates equities, fixed income, alternative investments, and tactical option strategies, and is notable for its active sub-advisory role and extensive affiliated capabilities.

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 nine years of industry experience currently affiliated with Rockefeller Financial LLC. Her career includes roles at Morgan Stanley Smith Barney LLC, Manhattan West, Citigroup, and Morgan Stanley. She is based in Los Angeles, CA. 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 operates as both a registered investment adviser and broker-dealer, offering a range of portfolio management, financial planning, consulting, and investment banking services through an integrated Private Advisor model and consolidated investment platform.

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 had a part-time assignment at UBS through Hays. Evan holds a degree from the University of Delaware. Lido serves a diverse client base, including high-net-worth individuals, family offices, charitable organizations, and pension plans, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that uses a range of asset classes and tactical option strategies and is notable for its active sub-advisory role with funds such as the VanEck U.S. Equity Buffer ETF.