Grant Vahalla is a CFP® professional with 15 years of industry experience. He currently serves at Lido Advisors, LLC and has prior experience with TIAA-CREF, Fidelity Brokerage Services, and Advanced Practice Advisors. Outside of financial advising, he is a co-owner of Launderland, a self-serve laundry business in Encinitas, California. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, estates, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with active sub-advisory and options-based strategies, and operates a range of affiliated entities providing trust, tax, insurance, and brokerage services.

Gavin Stellpflug is a financial advisor with Lido in Los Angeles, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Merrill, and Equitable Advisors, as well as coaching and academic positions at Rutgers University and the University of Maryland. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional clients, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical option strategies and maintains significant affiliated capabilities across trust, tax, insurance, and brokerage services.

Jeff Khang is a Series 66-credentialed advisor at Rockefeller Financial LLC with one year of industry experience. Prior to joining Rockefeller Financial, he held positions at UBS Financial Services Inc. and CIBC. Outside of finance, he has experience working in the food service industry. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer with an integrated investment platform that delivers discretionary and non-discretionary solutions across multiple asset classes.

Nicholas Hixon is a CFP® professional with four years of industry experience. He is currently a wealth manager at Lido Advisors, LLC, a firm that acquired his previous employer, Shore Morgan Young. His prior work includes roles at Lincoln Investment and various positions outside the financial sector. Lido serves a broad range of clients, including high-net-worth individuals, family offices, trusts, estates, and institutional entities, offering integrated wealth management that spans equities, fixed income, alternatives, and options strategies. The firm is notable for its active sub-advisory role with investment companies and its extensive affiliated capabilities in trust, tax, insurance, and brokerage services.

Shaan Baren is a ChFC® credentialed financial advisor at Hightower Advisors with seven years at the firm and four years of industry experience. Prior to joining Hightower in 2019, he worked at LourdMurray from 2015 to 2019. He is a 33% partner in a private commercial lending fund through Like Father Like Son LLC, an activity he does not pursue during business hours. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individual investors, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager strategies, utilizing both affiliated and third-party managers alongside proprietary research and varied investment vehicles.

Alexander Kob is a Series 66-licensed advisor at Lido with 11 years of industry experience. He has worked at Lido Advisors, LLC since 2017 and previously held roles at Purshe Kaplan Sterling Investments, McAdam LLC, and VOYA Financial Advisors. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and pension plans. The firm employs an integrated wealth-management approach that includes tactical option strategies and offers a range of services through affiliated entities, managing approximately $42.5 billion in assets.

Rafiq Wiley is a financial advisor with Osaic Institutions, Inc. holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Infinex Investments, Mass Mutual Investors Services, and Planmember Securities Corporation. Outside of advisory work, he is involved in insurance sales through multiple agencies. Osaic Institutions, Inc. serves a diverse client base including individuals, ERISA plans, and corporate clients by providing customized advisory services, financial planning, and access to alternative investments. The firm operates a hybrid adviser/broker-dealer model, supporting investment adviser representatives with firm supervision while allowing clients to maintain control over their accounts.

David Cox is a financial advisor at Integrated Wealth Concepts LLC with one year of experience at the firm and a background as a partner at Duffy Kruspodin LLP, a CPA firm where he has worked since 2012. His professional credentials include both financial advisory and accounting expertise. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a long-term investment approach and oversight of third-party asset managers.

Christopher Peterson is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Lido Advisors, LLC since 2016, and previously held roles at Asset Planning Solutions/Ken Stern & Associates and Northwestern Mutual Investment Management. 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 featuring tactical and defined-risk option strategies and offers a broad range of affiliated services including trust, tax, insurance, and brokerage.

Colleen Kelly is a financial advisor at Lido with 12 years of industry experience. She holds a Series 66 designation and has worked at Lido Advisors since 2018, following prior roles at Stifel Nicolaus & Co Inc and Wells Fargo Clearing. 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 featuring tactical option strategies and delivers services through both discretionary and non-discretionary accounts, sub-advisers, and affiliated entities.

Matthew Kulka is a CFP®-certified financial advisor with eight years of industry experience. He currently works at Lido and has held prior roles at Morgan Stanley, E*TRADE Capital Management, Fidelity Brokerage Services, and Royal Alliance Associates. Lido advises 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 employs an integrated wealth-management approach that balances asset allocation across multiple asset classes and utilizes tactical and defined-risk option strategies, including sub-advisory roles with ETFs and a network of affiliated entities offering trust, tax, insurance, and brokerage services.

Jeffrey Westheimer is a Series 66-licensed financial advisor at Lido with 17 years of industry experience. He has been with Lido Advisors Holding, LLC since 2015 and is also the owner of 10 Fifteen Consulting, a business consulting firm. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering comprehensive wealth management services that combine traditional advisory with active sub-advisory roles and affiliated trust, tax, and insurance capabilities.

Priscilla Soetanto is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, JP Morgan Securities LLC, and Bank of America. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale operations with specialized market roles such as swap dealing and futures commission merchant activities.

Xiao Liu is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Xiao Liu 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 a Private Advisor model with a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and consulting, alongside broker-dealer services and alternative investment placement.

Richard Maholchic is a ChFC® credentialed financial advisor with 32 years of industry experience. He is affiliated with TLG Advisors, Inc. and has held roles at Pacific Southwest Financial, The Leaders Group, Inc., Lincoln Investment Planning, and Capitas Distributors, Inc. In addition to his advisory work, Maholchic consults for law firms on insurance matters and facilitates life settlement situations on a reactive basis. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, financial and estate planning, and ERISA fiduciary services with a portfolio construction approach based on fundamental analysis and Modern Portfolio Theory.

Kamarra Freeman is a Series 65-licensed advisor with Lido in Los Angeles, CA, and has one year of industry experience. She previously worked at Banks Capital, Kinfolk Venture Capital, PayPal Holdings Inc., and Tinker Growth. Freeman is also associated with Club Ethos. Lido serves a wide range of clients including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach combining equities, fixed income, alternatives, and tactical option strategies, and holds approximately $42.5 billion in regulatory assets under management.

Destiny Collins is a financial advisor with Mercer Global Advisors Inc. in Woodland Hills, CA, holding Series 63 and Series 65 credentials and three years of industry experience. Her work history includes roles at Mercer Global Advisors, LA City United, Legends FC, Fed Ex Ground, MWA Financial Services Inc, Modern Woodmen of America, and Cal State University, San Bernardino. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach, emphasizing globally diversified, risk-appropriate portfolios through a variety of investment vehicles and offers educational content and specialized services.

Kyle Cross is a financial advisor at Lido with five years of industry experience. He holds a Series 65 designation and has worked at Lido Advisors, LLC since 2020. His prior experience includes roles at PricewaterhouseCoopers, Genentech, UCLA, and Avanade. 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 employs an integrated wealth-management approach that incorporates tactical option strategies and manages approximately $42.5 billion in assets.

Richard Henry is a financial advisor at Lido with a Series 65 credential and seven years of industry experience. He previously worked at Wells Fargo Investment Institute, Inc. from 2019 to 2026 and Sauganish Capital Management LLC from 2012 to 2016. Richard is based in Los Angeles, CA. Lido advises a diverse clientele, including high-net-worth individuals, family offices, charitable organizations, and institutional investors, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies and serves as sub-adviser to notable investment funds such as the VanEck U.S. Equity Buffer ETF.

Jacob Silverstein is a CFP®-credentialed financial advisor with six years of industry experience, currently serving at Lido Advisors, LLC. Prior to joining Lido, he worked at All-Terrain Financial and has held various roles in diverse industries. Outside of his advisory work, he is the sole proprietor of JTS Capital LLC, an investment property management business. Lido Advisors serves a wide range of clients including high-net-worth individuals, family offices, and institutional entities, providing investment management, financial planning, and family office services. The firm utilizes an integrated wealth-management approach with a focus on tactical and defined-risk option strategies, and it is involved in active sub-advisory roles for ETFs and private funds.