Gavin Stellpflug is a financial advisor at Lido with a Series 66 designation and two years of industry experience. Prior to joining Lido, he worked at Bank of America, Merrill, and Equitable Advisors. Outside of finance, he has experience as a self-employed coach and has worked in education and hospitality. 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 services 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.

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 at Lido with four years of industry experience. He previously worked at Shore Morgan Young and Lincoln Investment. Lido advises 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 with diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis while utilizing third-party managers and sub-advisers when appropriate.

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 financial advisor at Lido with 11 years of industry experience. He holds a Series 66 designation and has worked at Lido Advisors, LLC since 2017. Prior to that, he was with Purshe Kaplan Sterling Investments and McAdam LLC from 2014 to 2017. 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, utilizing a diversified, integrated wealth management approach that includes options-based strategies and discretionary asset management.

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® with 13 years of industry experience, currently serving as an advisor at Lido since 2016. Prior to joining Lido, he worked at Asset Planning Solutions/Ken Stern & Associates from 2016 to 2018. 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 a range of services including investment management, financial planning, family office services, and retirement and estate planning, utilizing an integrated wealth management approach that incorporates diversification and options-based strategies.

Colleen Kelly is a financial advisor with Lido, holding a Series 66 credential and 12 years of industry experience. She has worked at Lido Advisors since 2018 and previously held roles at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, and Wells Fargo Advisors. 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 with diversification across multiple asset classes and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Matthew Kulka is a CFP® with eight years of experience in the financial services industry. He is currently with Lido Advisors, LLC and has prior experience at Morgan Stanley, E*TRADE Capital Management, Fidelity Brokerage Services, and Royal Alliance Associates. Kulka also worked at Michigan State University earlier in his career. 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 that includes diversification across multiple asset classes and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers and sub-advisers when suitable.

Jeffrey Westheimer is a financial advisor at Lido with 17 years of industry experience and holds a Series 66 designation. 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 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 with diversification across multiple asset classes and implements options-based strategies both directly and through pooled vehicles.

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 financial advisor at Lido with a Series 65 designation and one year of industry experience. Prior to joining Lido, Freeman held roles at Paypal Holdings Inc, Kinfolk Venture Capital, Banks Capital, and Club Ethos. 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 that includes diversification across multiple asset classes and options-based strategies.

Destiny Collins is a financial advisor at Mercer Global Advisors Inc. with three years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at LA City United, Legends FC, Fed Ex Ground, MWA Financial Services Inc, and Modern Woodmen of America. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments, providing a range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios implemented with low-cost ETFs, index funds, separate account managers, and specialized funds.

Kyle Cross is a financial advisor at Lido with five years of industry experience. He holds the Series 65 designation and has worked at Lido Advisors since 2020. His prior roles include positions at PricewaterhouseCoopers, Genentech, UCLA, and Avanade. 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, utilizing an integrated wealth management approach with diversification across multiple asset classes and options-based strategies.

Richard Henry is a Series 65-licensed financial advisor at Lido with seven years of industry experience. He previously worked at Wells Fargo Investment Institute, Inc. for seven years and Sauganish Capital Management LLC for four years. Lido advises 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 that includes diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis while leveraging third-party managers and sub-advisers.

Jacob Silverstein is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Lido with six years of industry experience. He previously worked at All-Terrain Financial and has a background that includes various roles in financial services and other industries. Outside of his advisory work, he operates JTS Capital LLC as a sole proprietor, managing investment property-related administrative tasks. 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, offering an integrated wealth management approach with diversification across multiple asset classes and options-based strategies.

Elizabeth Reilly is a financial advisor at TLG Advisors, Inc. with 29 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Her prior firms include Ameriprise, Horace Mann, Ameritas, and Waddell & Reed. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, offering both traditional advisory services and a direct-to-consumer digital program called Starlight Portfolios.