Thomas Petrocelli is a financial advisor at Lido with three years of industry experience. He holds the Series 65 designation and has previously worked at Fountainhead Asset Management and Bloomberg LP. Lido provides investment management, financial planning, and family office services to a broad range of clients, including high-net-worth individuals, family offices, trusts, and charitable organizations. The firm employs an integrated wealth-management approach that includes tactical option strategies and offers extensive affiliated services such as trust, tax, insurance, and brokerage.

Yongkwan Kim is a CFA® charterholder and holds a Series 66 license with 22 years of industry experience. He currently serves as an advisor at Hightower Advisors, having joined in 2022, and previously worked at VP Distributors LLC and Kayne Anderson Rudnick Investment Management LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a focus on portfolio construction, proprietary research, and access to alternative investments.

Samuel Hoeck is a CFA® charterholder and holds a Series 66 license, with nine years of experience in the financial industry. He currently works at Lido Advisors, LLC and previously held roles at First Republic Investment Management, First Republic Securities Company, Wells Fargo Clearing, San Diego Gas & Electric, and Kestra Investment Services. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors, providing integrated wealth management, financial planning, and a range of affiliated services. The firm manages approximately $42.5 billion in regulatory assets and employs a multi-asset, tactical investment approach, including options strategies and active sub-advisory roles.

Matthew Woodward is a financial advisor at Mariner with 16 years of industry experience. He holds a Series 66 designation and previously worked at AdvicePeriod, LLC for six years before joining Mariner in 2022. Woodward serves as a GLG Council Member providing consulting services and is a board member and volunteer for Toluca Baseball, a nonprofit baseball league. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations through investment management, financial planning, and retirement plan consulting. The firm offers customized portfolio solutions supported by in-house research and third-party managers, along with integrated tax services and specialized financial wellness and family office capabilities.

Jonghong Park is a financial advisor with Transamerica Financial Advisors in Los Angeles, CA, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at Transamerica Financial Advisors since 2017 and has been involved with Two Fish Group since 2015, where he provides basic financial education as an instructor. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations, delivering services through model portfolios, third-party managers, and multiple advisory platforms.

Lucy Rojo is a financial advisor with Transamerica Financial Advisors in Woodland Hills, CA, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior work includes roles at World Financial Group, INC. and leadership at Alliance Naturopathic Group, Inc., a naturopathic medicine clinic where she has been involved in patient consultation, management, and treatment planning since 2002. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering a combination of advisory and broker-dealer services through proprietary model portfolios and access to third-party money managers.

Lauren Guzman is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding a Series 66 designation and nine years of industry experience. Her work history includes positions at Fidelity Investments, Bank of America, N.A., and Merrill. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary portfolio options. The firm utilizes a multi-profile investment process supported by global asset management and manager due diligence, operating as a registered adviser, broker-dealer, and futures commission merchant.

Marc Rock is a financial advisor at Lido with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at SecureVest Financial Group, Ohio National Financial Services, and Guardian Life Insurance Company. He is also the managing member and CEO of Abrahamsenrock, a registered investment advisor that provides customized wealth management solutions. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and institutions. The firm employs an integrated wealth-management approach that incorporates tactical and defined-risk option strategies and combines traditional advisory services with a broad suite of affiliated capabilities such as trust, tax, insurance, and brokerage services.

Andrew Theodore is a financial advisor at Lido with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James & Associates and Charles Schwab. Lido serves a broad 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 featuring tactical and defined-risk option strategies and maintains affiliated entities providing trust, tax, insurance, and brokerage services.

Sergio Duenas Granados is a CFA® charterholder based in Los Angeles, California, with two years of experience in the financial industry. He has worked at Lido Advisors, LLC since 2017 and previously spent four years at the Academy of Beauty. Outside of his advisory role, he is a partner in the Piruchi food truck business in Los Angeles, where he manages financial records. 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 includes tactical option strategies and operates through a network of affiliated entities, overseeing approximately $42.5 billion in regulatory assets.

James Lang is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at LPL Financial and Ball & Company, alongside operating his own firm, Lang Wealth Management, LLC. Lang also owns J.D. Lang & Associates, a legal practice focused on estate and tax planning, and serves as an officer for the Learned Preston Foundation, assisting with its legal, accounting, and tax administration. Independent Financial Group, LLC offers investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a model-based investment approach combining strategic asset allocation, multi-manager portfolios, and a mix of passive and active exposures tailored to client risk profiles.

Carlos Arroyo Govea is a financial advisor at Lido with two years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Upstart. Outside of his advisory role, he occasionally works as a delivery driver. 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 equities, fixed income, alternatives, and options strategies, and it also plays an active role as a sub-adviser to investment funds.

David Lipsey is a financial advisor at Lido with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Investment Institute and Wells Fargo Private Bank. Lido serves a diverse range of clients, 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 combines various asset classes and strategies, and is noted for its active sub-advisory role and comprehensive affiliated capabilities.

Marya Young is a financial advisor with Lido Advisors, LLC, holding a Series 63 designation and bringing 24 years of industry experience. Her career includes roles at Private Wealth Strategies, Lincoln Investment, Shore Morgan Young Wealth Strategies, and Osaic FA, Inc. Outside of advising, she is the owner and president of Design for Elegance, a furniture design business. Lido Advisors 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 incorporates tactical and defined-risk option strategies while offering a broad range of affiliated services such as trust, tax, and insurance.

Spencer Miller is a Private Wealth Advisor and co-founder and senior partner of The Miller | Asher Group within Merrill Private Wealth Management. He focuses on meeting the comprehensive financial needs of current and former private business owners, their families, and uniquely successful individuals. Spencer leverages extensive ultra-high-net-worth resources across the firm to provide expertise in global financial strategies, pre- and post-liquidity event planning, estate and family legacy planning, philanthropic planning, and offers access to structured credit through Bank of America. His approach includes utilizing advanced value acceleration methods for businesses, assisting with business sales, mergers, acquisitions, ESOP strategies, and recapitalization services by implementing process-driven solutions tailored to evolving client needs. Spencer leads The Miller | Asher Group’s wealth management and client strategy committees and holds the Certified Private Wealth Advisor® (CPWA) designation from the Investments & Wealth Institute, taught in conjunction with the University of Chicago Booth School of Business, as well as the Certified Exit Planning Advisor (CEPA) designation. Spencer earned his bachelor's degree from the University of California system and completed an accredited certificate program at the University of Chicago. Outside of his professional work, he and his family reside in Agoura Hills, California. They actively support UCLA academics and athletics. Spencer’s personal interests include basketball, football, reading, soccer, swimming, traveling, and spending time with his family.

William Dixon is a financial advisor at Lido with three years of industry experience. He holds a Series 65 designation and has worked previously at Northwestern Mutual and Duke University. Lido serves a diverse range of clients including high-net-worth individuals, family offices, charitable organizations, and pension plans. The firm uses an integrated wealth-management approach that employs various asset classes and tactical option strategies, while also providing extensive affiliated services such as trust, tax, and insurance.

Jeremy Curtis is a CFP® professional with six years of industry experience. He is currently an advisor at Lido Advisors, LLC, where he has worked since 2026. His prior experience includes roles at Strata Wealth Advisors, Guardian Life Insurance Company, The Curtis Law Firm, Lightstone Wealth Planning Solutions, Avidian Wealth Solutions, New York Life Insurance Company, and Integrated Wealth Counsel. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm offers comprehensive wealth-management services with an integrated investment approach that includes equities, fixed income, alternatives, and tactical option strategies, and it is notable for its active sub-advisory role and extensive affiliated service capabilities.

Neil Greenberger is a financial advisor at Citigroup Global Markets with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. Citigroup Global Markets combines large institutional scale with distinctive market roles, including in-house research and derivatives services, to support its multi-asset, multi-manager investment strategies.

Douglas Scotti is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2007. Outside of his advisory role, he manages Scotti's Original Springs, LLC, a business involved in trademark management. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles, including in-house research, swap dealing, and futures commission merchant services.

Christian Tiscareno is a Series 66-licensed financial advisor with ten years of industry experience. He currently works at Lido Advisors, LLC, having joined in 2025, and previously held positions at BluePointe Capital Management, Fisher Investments, and Securities America. Outside of his advisory work, he serves as a chapter leader for the Gates Millennium Scholars Alumni Association in the Silicon Valley/San Francisco area and has contributed to FindMyVote.org, a website aimed at helping voters locate polling places and voter registration information. Lido advises a diverse client base that includes high-net-worth individuals, family offices, trusts, charitable organizations, and pension plans, offering investment management, financial planning, family office services, and referrals 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 incorporates tactical and defined-risk option strategies across multiple asset classes.