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 has previously worked at SEI Investments and Penn State University. Based in Los Angeles, CA, Ambrogi joined Lido in 2022. 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, family office services, and retirement and estate planning, using diversified strategies across multiple asset classes and options-based approaches.

Nolan Dietel is a CFP® with three years of industry experience, currently serving as a financial advisor at Lido. Prior to joining Lido, he worked at PrairieView Partners for three years and has held various roles in both financial services and the hospitality industry. 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 various asset classes and options-based strategies, typically managing assets on a discretionary basis while utilizing third-party managers and sub-advisers when appropriate.

John Barnes is a financial advisor at Lido with six years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at William Blair & Co and Morgan Stanley. 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 focused on diversification and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

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 eight years of industry experience, currently advising at Rockefeller Financial LLC. She previously worked at Morgan Stanley Smith Barney LLC, Manhattan West, Citigroup, and Morgan Stanley. 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 combines a Private Advisor model with a consolidated investment platform to offer discretionary and non-discretionary portfolio management, financial planning, consulting, and broker-dealer services including securities transactions and alternative investment placements.

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 one year of industry experience. Prior to joining Lido, he held roles at Morgan Stanley and had a part-time assignment at UBS. 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 implements options-based strategies, managing assets on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Corey Liu is a CFA® charterholder with 12 years of industry experience. He currently serves as a financial advisor at Wealth Enhancement Advisory Services, LLC, having previously worked at City National Rochdale and Pillar Pacific Capital Management LLC. 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 regulatory assets under management and employs a diversified investment process that combines passive and active management with quantitative, momentum, and fundamental analysis.

Thomas Petrocelli is a financial advisor at Lido with three years of industry experience. He holds a Series 65 credential. His prior roles include positions at Fountainhead Asset Management, Bloomberg LP, and Milluk Inc. 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.

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 with nine years of industry experience, currently serving as an advisor at Lido. His prior experience includes roles at First Republic Investment Management and Securities, Wells Fargo Clearing, San Diego Gas & Electric, and Kestra Investment Services. Lido provides wealth management services to 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 approach that includes diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers when appropriate.

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.

Jonghong Park is a financial advisor with Transamerica Financial Advisors in Los Angeles, CA, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at Transamerica Financial Advisors since 2017 and has been involved with Two Fish Group since 2015, where he provides basic financial education as an instructor. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations, delivering services through model portfolios, third-party managers, and multiple advisory platforms.

Andrew Yang is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Citigroup since 2015. Outside of his advisory role, he is a partner in a food and boba drink shop where he is involved in business planning and weekend operations. Citigroup Global Markets serves a broad client base including individual and institutional clients across various wealth segments. The firm employs multi-asset, multi-manager investment strategies and offers a range of advisory programs, execution, and custody services, leveraging its large institutional scale and unique market roles.

Lauren Guzman is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding a Series 66 designation and nine years of industry experience. Her work history includes positions at Fidelity Investments, Bank of America, N.A., and Merrill. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary portfolio options. The firm utilizes a multi-profile investment process supported by global asset management and manager due diligence, operating as a registered adviser, broker-dealer, and futures commission merchant.

Marc Rock is a financial advisor with Lido who holds Series 63 and Series 66 credentials and has 16 years of industry experience. He has held roles at Lido Advisors, SecureVest Financial Group, Abrahamsenrock, Ohio National Financial Services, and Guardian Life Insurance Company. He is also the managing member and CEO of Abrahamsenrock, a registered investment advisor providing customized wealth management solutions. 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 on a discretionary basis while utilizing third-party managers and sub-advisers when appropriate.