Shannon Sahli is a financial advisor at Lido with a Series 65 license and two years of industry experience. Prior to joining Lido Advisors, LLC, she worked at JetBlue Airways and Starbucks. 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 with an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Ryan Cosgrove is a Series 65-licensed financial advisor with seven years of industry experience. He currently works at Lido Advisors, LLC and has held prior roles at Financial Engines Advisors L.L.C., LifeTyme Financial Group, Alpha Squared Capital, and Ronancio Wealth Management. 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 emphasizing diversification and options-based strategies, and it frequently manages assets on a discretionary basis while utilizing third-party managers and sub-advisers.

Daniel Weitzman is a CFP® professional at Lido with five years of industry experience. He has worked at Lido Advisors since 2019 and previously held positions at RAI Wealth Management and VACA. Outside of finance, he was involved with Catering by Greg from 2015 to 2017. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations. The firm offers comprehensive wealth management services with a focus on diversification and options-based strategies implemented through discretionary management and third-party sub-advisers.

Gregory Lamp is a financial advisor with Kestra Advisory in Newbury Park, CA, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior roles include positions at Morgan Stanley and Sagepoint Financial, Inc. Lamp is also involved with FinancialPointe in an insurance capacity. Kestra Advisory provides investment advisory and retirement-plan consulting services to institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and a range of managed solutions tailored to large plan sponsors and diverse investor types.

Leah Melendez is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 15 years. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by in-house research and a large institutional platform.

Anmol Multani Kohal is a financial advisor with Lincoln Investment, holding a Series 66 credential and two years of industry experience. Prior to joining Lincoln Investment in 2025, he worked at Equitable Advisors and ZS Associates. He also serves as an Associate Planner in training at The Rawls Company, focusing on business succession planning. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management with advisor-led and firm-managed models, and access to third-party managers, supported by an in-house Investment Management & Research team.

Garrett Gabriel is a financial advisor at Lido with a Series 65 designation and four years of industry experience. He has been with Lido Advisors, LLC since 2021. Prior to his advisory role, his work history includes positions outside of financial services, such as roles in the restaurant industry and other short-term employments. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers investment management, financial planning, family office services, and retirement and estate planning, emphasizing an integrated wealth management approach that includes diversified asset classes and options-based strategies.

Daniella Amore is a CFP® with four years of industry experience currently working at Lido Advisors, LLC. Prior to joining Lido, she worked at Exchange Capital Management and has a background that includes roles at Eddie Bauer and Oakland University. She is also a Notary Public in the state of Michigan, providing services on an ad-hoc basis to existing clients. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs an integrated wealth management approach utilizing diversification across various asset classes and options-based strategies, managing assets primarily on a discretionary basis while using third-party managers and sub-advisers as needed.

Scott Berman is a financial advisor at Lido with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Coliseum Wealth Management and Triad Advisors. Outside of his advisory role, he is president and owner of The Hedgehog Group, a sales and business consulting firm. 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, and family office services, with a focus on diversification and options-based strategies implemented both directly and through pooled vehicles.

Jack Dvir is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has previously worked at SagePoint Financial and Edward Jones. In addition to his advisory role, he is involved with Financial Pointe, where he provides consulting services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm delivers fiduciary services, plan-level investment advice, employee education, and manages multiple investment platforms, serving large clients such as sovereign wealth funds.

Joshua Markman is a financial advisor at Hightower Advisors with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Bel Air Investment Advisors LLC, Bel Air Securities LLC, and Bel Air Management Company LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes manager selection and multi-manager solutions through affiliated and third-party managers, utilizing proprietary research and a variety of investment vehicles.

Brenda Karczag is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 35 years of industry experience, primarily with Guardian Life and its affiliated entities. Karczag also engages in outside insurance sales as a secondary business activity. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services.

Stephen Rigali is a financial advisor with Kayne Anderson Rudnick Investment Management, LLC, holding a Series 63 designation and 47 years of industry experience. He has been with Kayne Anderson Rudnick since 1991 and also serves as a board member for Tarantula Hill Brewing Company, a brewing business in Thousand Oaks, California. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a range of institutional and individual clients, including pension plans, insurers, banks, family offices, and high-net-worth individuals. The firm employs fundamental, company-level research with governance and sustainability assessments across active equity and fixed-income strategies, managing approximately $58 billion in total assets.

Nicholas Doddo is a financial advisor at Lido with six years of industry experience. He holds a Series 65 designation and has worked at Lido Advisors, LLC since 2020. Prior to this, his career includes roles at Veritonic Inc., Ayehu Software Technologies Ltd., and MVP Systems Software among others. 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, employing an integrated wealth management approach with diversification across multiple asset classes and options-based strategies.

Eric Conner is a Series 65-licensed advisor at Lido with one year of industry experience. He previously worked at Pegasus Partners Ltd and Cortina Asset Management LLC, among other firms. 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 focused on diversification across various asset classes and implements options-based strategies both directly and via pooled vehicles.

Paul Knipping is a CFA® charterholder based in Los Angeles, CA, with 10 years of industry experience. He worked at Geneos Wealth Management Inc for 11 years before joining Lido Advisors, LLC, where he has been since 2024. 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 a broad range of wealth management services, employing an integrated investment approach that includes diversification across multiple asset classes and options-based strategies, and frequently manages assets on a discretionary basis.

Alyssa Garcia is a financial advisor at Lido with a Series 65 designation and one year of industry experience. Prior to joining Lido, she worked at Kilpatrick Townsend and held various roles in academic and fitness settings. 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 investment management, financial planning, family office services, and retirement and estate planning, employing an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Joseph Letrich is a financial advisor at Lido in Los Angeles, CA, with two years of industry experience. He holds a Series 65 designation and has worked at Lido Advisors, LLC since 2023, following prior roles at DePaul and The Mather Group, LLC. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities with investment management, financial planning, family office services, and estate planning. The firm employs 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.

Howard Spielberg is a financial advisor at Lido with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Fidelity Investments and various Fidelity Personal and Workplace Advisors divisions from 2003 to 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 retirement and estate planning, employing an integrated wealth management approach across multiple asset classes and options-based strategies.

Alexandra Papell is a CFP® and ChFC® with five years of industry experience, currently serving as a financial advisor at Lido. Her prior experience includes roles at UBS Financial, Morgan Stanley Smith Barney LLC, and Merrill. Before entering the financial sector, she participated in AmeriCorps and worked at Abe & Louies. Lido advises 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, employing a diversified, integrated wealth management approach that includes options-based strategies and discretionary asset management.