Richard Ratner is a financial advisor at Hightower Advisors in Los Angeles, holding a Series 65 designation with five years of industry experience. Prior to joining Hightower Advisors, he worked at CBRE, Inc for 13 years. He serves as a board member of the Cedar Sinai Board of Governors. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, with an emphasis on discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Roy Elliott Jr. is a financial advisor at Lido with 24 years of industry experience and holds a Series 66 credential. His prior experience includes positions at First Republic Investment Management, Wells Fargo Clearing, and Morgan Stanley. He serves as a non-voting board member of Oncology and Kids, a nonprofit focused on supporting children affected by cancer. Lido provides wealth management and financial planning services to a broad client base, including high-net-worth individuals, family offices, and institutional investors. The firm employs an integrated investment approach that includes tactical option strategies and sub-advisory roles, while offering a range of affiliated trust, tax, insurance, and brokerage services.

Marcus Braun is a financial advisor at Lido with three years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and Equitable Advisors. Braun is involved with Credit Abuse Resistance Education (CARE) Los Angeles, where he educates students and underserved communities on financial literacy, and serves on the Finance Committee of the Notre Dame Club of Los Angeles. Lido advises a diverse range of clients including high-net-worth individuals, family offices, trusts, and charitable organizations, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with active sub-advisory roles and operates multiple affiliated entities delivering comprehensive financial solutions.

Shannon Sahli is a financial advisor at Lido with two years of industry experience. She holds a Series 65 designation and previously worked at JetBlue Airways and Starbucks. Lido serves a diverse client base, including high-net-worth individuals, family offices, charitable organizations, and pension plans. The firm uses an integrated wealth-management approach combining multiple asset classes and option strategies, while also providing a broad range of affiliated services such as trust, tax, insurance, and brokerage.

Ryan Cosgrove is a financial advisor at Lido with seven years of industry experience. He holds a Series 65 designation and previously worked at Financial Engines Advisors L.L.C., LifeTyme Financial Advisors, and Alpha Squared Capital. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and pension plans, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach utilizing a range of asset classes and options strategies, and it is notable for its active sub-advisory role and affiliated in-house capabilities.

Daniel Weitzman is a CFP® professional with five years of industry experience. He has been with Lido Advisors, LLC since 2019 and previously worked at RAI Wealth Management and VACA. Outside of financial advisory roles, he spent two years at Catering by Greg. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and institutional investors, offering investment management, financial planning, and family office services. The firm manages approximately $42.5 billion in assets and employs an integrated wealth-management approach that includes tactical option strategies and sub-advisory roles for investment funds.

Sebastian Ferro Sequedo is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Smith Barney LLC, Bank of America, N.A., Merrill, and Julius Baer International Ltd. Sebastian is based in Beverly Hills, CA. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research, swap dealer activities, and bespoke discretionary solutions for very large relationships.

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. His prior work includes roles at Spectrum Financial Group and Cephas Partners. Lido serves a diverse clientele including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that combines tactical option strategies and diversified asset allocation, and it acts as sub-adviser to notable investment funds such as the VanEck U.S. Equity Buffer ETF.

Daniella Amore is a CFP® and Series 65-registered financial advisor at Lido with four years of industry experience. She previously worked at Exchange Capital Management and has held roles outside finance, including at Eddie Bauer and Oakland University. Daniella is also a Notary Public in Michigan, serving existing clients on an ad-hoc basis. Lido serves a wide range of clients, 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 with a focus on tactical and defined-risk option strategies, supporting clients through a network of affiliated entities and sub-advisory roles.

Scott Berman is a financial advisor with Lido, holding a Series 66 designation and 27 years of industry experience. He has worked at Lido Advisors, Coliseum Wealth Management, Triad Advisors, and Ameriprise. Additionally, he is president and owner of The Hedgehog Group, a sales and business consulting service. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and corporate pension plans. The firm employs an integrated wealth-management approach with a range of investment strategies and maintains active sub-advisory and investment-company roles alongside in-house affiliated services.

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.

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 Series 65-licensed financial advisor at Lido with six years of industry experience. He has worked at Lido Advisors, LLC since 2020 and previously held roles at Veritonic Inc., Ayehu Software Technologies Ltd., MVP Systems Software, and the University of Hartford. Lido advises a diverse client base including high-net-worth individuals, family offices, charitable organizations, corporations, and pension plans, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that balances multiple asset classes and active option strategies, and it serves as sub-adviser to the VanEck U.S. Equity Buffer ETF among other investment roles.

Eric Conner is a financial advisor at Lido with a Series 65 credential and one year of industry experience. He previously worked at Pegasus Partners Ltd, Tall Tree Foods, Inc., and Cortina Asset Management LLC. Lido advises a diverse client base, including high-net-worth individuals, family offices, trusts, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with a broad range of asset classes and active sub-advisory roles, including managing options-based strategies and affiliated investment companies.

Paul Knipping is a CFA® charterholder based in Los Angeles, CA, with 10 years of experience in the financial advisory industry. He has worked at Lido Advisors, LLC since 2024 and previously spent 11 years at Geneos Wealth Management Inc. Lido serves 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 that balances a variety of asset classes and utilizes tactical and defined-risk option strategies, and it is notable for its active roles as a sub-adviser and in-house affiliated services.

Alyssa Garcia is a financial advisor at Lido with a Series 65 credential and one year of industry experience. Her prior roles include legal work at Kilpatrick Townsend & Stockton and various positions at Ohio University. She has also worked in the fitness sector at Club Pilates Queen Anne. Lido serves a broad range of clients, 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 with diverse asset allocation and active sub-advisory roles, managing approximately $42.5 billion in assets.

Joseph Letrich is a financial advisor at Lido with a Series 65 credential and two years of industry experience. He has worked at Lido Advisors, LLC since 2023 and previously held roles at DePaul, The Mather Group, LLC, Olive Garden, WeatherTech, and NextMex. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional accounts, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical option strategies and operates significant affiliated entities, overseeing approximately $42.5 billion in assets.

Howard Spielberg is a financial advisor at Lido with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior experience includes more than two decades with Fidelity Brokerage Services and several years at Fidelity Personal and Workplace Advisors. Lido serves a diverse client base including high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and institutions. The firm uses an integrated wealth-management approach that includes asset allocation across multiple asset classes and employs tactical and defined-risk option strategies, delivering services through a combination of direct management, sub-advisers, and affiliated entities.