Jacob Eggett is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Lido Advisors, LLC since 2025. He previously worked for nine years at Copperwynd Financial, LLC. Outside of his advisory role, Eggett is a trustee of a family trust connected to an online food blog. 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 implements options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Matthew Bloom Krull is a CFP® professional with 19 years of industry experience and is currently with Lido Advisors, LLC. He previously worked for Olympus Wealth Management, LLC for 10 years. Krull serves as a board member for Methodists Helping Methodists, a nonprofit organization in Utah. 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 integrated wealth management services including investment management, financial planning, family office services, and estate planning, employing a diversified investment approach that incorporates equities, fixed income, structured notes, real estate debt, and alternative strategies.

Roberto Paredes is a financial advisor at Lido with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mariner Wealth Advisors and Msec, LLC. He has been with Lido Advisors since 2021. 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 implements options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers when appropriate.

Tom Doxey is a financial advisor at Wealth Enhancement Advisory Services, LLC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Oakwood Capital Management and ACORN DIGITAL WEALTH. Tom also serves as a co-trustee of a family trust, assisting with investment decisions. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting through a network of hundreds of advisors, emphasizing strategic asset allocation and a blend of passive and active investment management.

Katherine Siriwan is a CFP® professional with 10 years of industry experience. She has worked at The Colony Group, LLC since 2024 and at HoyleCohen, LLC since 2017. Prior to that, she was with Libbie Agran Financial Services & Seminars from 1999 to 2017. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with a broad range of investment strategies and affiliated services.

Fakhr Alavi is a financial advisor at Prime Capital Financial with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameritas Investment Corp and 20/20 Capital Management, Inc. In addition to advisory work, he is involved in the sale and service of fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm provides a range of services including asset management, financial planning, retirement plan administration, and family office offerings, using both discretionary and non-discretionary investment approaches.

Parsa Talehakimi is a financial advisor at Citigroup Global Markets holding a Series 66 designation with experience beginning in 2023. His prior roles include positions at The Barthwell Group, Wells Fargo, and Gelfand, Rennert, & Feldman. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and operates with significant institutional scale and specialized market roles.

James Patton is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Independent Financial Group since 2017 and previously at National Planning Corporation from 2014 to 2017. Patton is also involved in writing a weekly financial digest and holds ownership interests in tax and accounting services through Primary Wealth Partners. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that serves individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, utilizing multiple advisory programs and third-party asset managers to meet client investment profiles.

Diana Sawiris is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 22 years of industry experience. She has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale with specialized market roles and arrangements.

Robert Lawton is a financial advisor at Lido with a Series 65 credential and one year of industry experience. His prior work includes roles at GreensLedge and the University of Wisconsin, Madison. 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 incorporating diversification across multiple asset classes and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers and sub-advisers as appropriate.

Devon Silber is a financial advisor at Oppenheimer with six years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and IMG. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment strategies to meet client objectives, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary advisory programs.

David Ferry is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He previously worked at Capital Bank and Trust Company for five years before joining his current firm in 2019. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm employs a multi-manager investment approach based on fundamental research and offers access to various separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Sam Stavros is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2018, following a year at Bank of America and three years at Fitness SF. 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 implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains significant in-house research and market roles that differentiate it from peers.

Fei Li is a financial advisor with Citigroup Global Markets in Manhattan Beach, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Citigroup, Fei worked at Bank of America and Nanyang Commercial Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, custody services, and derivatives and futures capabilities. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Victor Isidro is a financial advisor at Lido with a Series 65 credential and no prior industry experience. His work history includes roles at Sumitomo Mitsui Banking Corporation and Lido Advisors, LLC, as well as time in education at Boston College and Seton Hall Preparatory School. Lido serves high-net-worth and ultra-high-net-worth clients, including individuals, family offices, trusts, charitable organizations, 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.

Joseph Lumarda is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, holding a Series 65 credential with 17 years of industry experience. He previously worked at Capital Bank and Trust Company for five years before joining his current firm in 2021. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach and a range of investment vehicles including separately managed accounts, mutual funds, and alternative strategy funds.

Tonnette Patterson is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Churchill Management Group and National Planning Corporation. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies and offers specialized investment options.

Henry Gitman is a financial advisor with Hightower Advisors in Los Angeles, holding a Series 66 credential and 12 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2014. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a variety of investment products such as mutual funds, ETFs, and alternative investments.

Nicholas Eguiazarian is a financial advisor with Rockefeller Financial LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC and J.P. Morgan Chase Bank, N.A. Outside of advising, he is a partner in JLN Shoes LLC, a retail and online shoe business. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services through a Private Advisor model and an integrated investment platform.

David Tracy is a CFP® with 18 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, M. S. HOWELLS & cO., Triad Advisors, Legacy Wealth Partners, and Commonwealth Financial Network. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various investment vehicles.