Brendan Logan is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior work history includes roles at Belmont DPW and AV Rizzo Irrigation, as well as academic experience at Elon University and Belmont Hill School. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach that incorporates a broad range of asset classes and tactical defined-risk option strategies, delivering services through both discretionary and non-discretionary accounts alongside affiliated entities.

Brooke Napiwocki is a CFP® with 12 years of experience in the financial industry, currently serving at Lido Advisors, LLC since 2024. Her prior roles include positions at Pegasus Partners, J.W. Cole Advisors, Crescendo Wealth Management, LPL Financial, and WealthSpire Advisors. She is the founder and Chief Wellness Officer of Be Financially Well, LLC, an education company focused on financial wellness. Lido provides investment management, financial planning, and family office services to a diverse client base including high-net-worth individuals, family offices, and charitable organizations. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies, and supports its advisory services with a range of affiliated entities and sub-advisory roles.

Yuyen Chang is a CFP®, CFA®, and Series 65-designated financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 12 years of industry experience. Prior to joining Kayne Anderson Rudnick in 2021, Chang worked at Creative Planning and Halbert Hargrove. He is also an instructor for the CFP education course at the University of California, Irvine. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, registered investment advisers, pension plans, and individual clients. The firm emphasizes fundamental, quality-oriented equity research and offers a range of strategies across market capitalizations and asset classes.

Ronald Silverman is a financial advisor at Hightower Advisors with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Hightower Advisors since 2021. Prior to that, he was associated with Bel Air Investment Advisors LLC, Bel Air Securities LLC, and Bel Air Management Company LLC. He serves on the advisory board for Blacklion Brothers Holdings, LLC, advising on real estate transactions. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions, manager selection, and access to both affiliated and third-party managers, utilizing proprietary research and a varied investment platform across mutual funds, ETFs, and alternative investments.

Cody Ambrogi is a financial advisor at Lido with four years of industry experience. He holds a Series 65 designation and previously worked at SEI Investments. His background includes time at Penn State University and local government in Uwchlan Township. Lido advises 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, balancing asset allocation across various asset classes and utilizing tactical option strategies, while also serving as sub-adviser to the VanEck U.S. Equity Buffer ETF.

Nolan Dietel is a CFP®-certified financial advisor at Lido with four years of industry experience. Prior to joining Lido Advisors, LLC in 2025, he worked at PrairieView Partners for three years. His background includes a range of roles outside finance, including positions at Crooked Pint Ale House and Texas Roadhouse. 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’s investment approach integrates equities, fixed income, alternative investments, and options strategies, and it holds a notable role as sub-adviser to the VanEck U.S. Equity Buffer ETF.

John Barnes is a financial advisor at Lido with seven years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at William Blair & Co and Morgan Stanley. Lido provides investment management and financial planning services to a diverse client base that includes high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm utilizes an integrated wealth-management approach that incorporates equities, fixed income, alternative investments, and tactical option strategies, and is notable for its active sub-advisory role and extensive affiliated capabilities.

Nicholas Henry is a CFA® charterholder and Series 63 licensee with one year of industry experience. He currently works at Mercer Global Advisors Inc. and previously held roles at BMO Wealth Management, Liberfield Capital, and NYLIFE Securities LLC. Prior to his financial career, he was involved with Swim Right Academy. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios implemented through a range of investment vehicles including ETFs, index funds, and separate account managers.

Arman Melikian is a financial advisor at Sanctuary Advisors, LLC with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Bank of America and Merrill. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent advisors. The firm employs a range of investment approaches and platforms, providing both discretionary and non-discretionary management options while acting as a fiduciary under written advisory agreements.

Arun Bharath is a CFA® charterholder with four years of industry experience. He has worked at Hightower Advisors since 2021 and previously spent 14 years at Bel Air Investment Advisors. Arun is based in Los Angeles, CA. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on portfolio construction that incorporates a range of investment vehicles and strategies.

Rocio Hernandez is a CFP® with nine years of industry experience currently affiliated with Rockefeller Financial LLC. Her career includes roles at Morgan Stanley Smith Barney LLC, Manhattan West, Citigroup, and Morgan Stanley. She 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 as both a registered investment adviser and broker-dealer, offering a range of portfolio management, financial planning, consulting, and investment banking services through an integrated Private Advisor model and consolidated investment platform.

Jabari Butler is a financial advisor at TIAA-CREF with eight years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities, Morgan Stanley Smith Barney, and Merrill. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, utilizing model portfolios and customized strategies depending on the program.

Namik Beganovic is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Morgan Stanley, UBS Financial Services, Cortland Valuation Group, Inc, and CNR Securities, LLC. RBC Rochdale serves a diverse client base, including high net worth individuals, corporations, and charitable organizations. The firm employs an active, multi-strategy investment approach that integrates quantitative and fundamental analysis, utilizing proprietary tools and collaborations with sub-advisors to tailor portfolios across various asset classes.

Evan Menendez is a financial advisor at Lido with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Lido, he worked at Morgan Stanley and UBS in various roles. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm offers integrated wealth management with a focus on tactical and defined-risk option strategies, alongside traditional advisory services supported by affiliated trust, tax, insurance, and brokerage entities.

Corey Liu is a CFA® charterholder and holds Series 65 and Series 63 licenses, with 12 years of experience in the financial advisory industry. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2022. Prior to that, he was with City National Rochdale for three years and Pillar Pacific Capital Management LLC for six years. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

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.

Janice Lang is a financial advisor at Equity Services, Inc. with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including DarbeeVision and Ameritas Life Insurance Corp. Outside of her advisory role, she is active as an insurance agent through Strategic Horizon. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.