Scott Poelman is a financial advisor at Lido with 12 years of industry experience. He previously worked at Olympus Wealth Management for 10 years before joining Lido in 2025. He holds Series 63 and Series 66 licenses. Poelman serves as a trustee for family trusts, managing various estate planning investments. 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 focused on diversification across multiple asset classes and uses options-based strategies, managing many accounts on a discretionary basis while utilizing third-party managers and sub-advisers when appropriate.

Sarah Penelope Grant is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2022, following prior roles at JPMorgan Chase Bank NA and JPMorgan Securities LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including functioning as a security-based swap dealer and futures commission merchant.

Sagar Sheth is a financial advisor at Lido with seven years of industry experience and holds a Series 66 designation. His prior experience includes roles at TD Ameritrade, Charles Schwab, Fidelity Brokerage Services, and Morgan Stanley. Outside of his advisory work, he is a partner in a food and beverage production business. Lido serves high-net-worth and ultra-high-net-worth clients, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach emphasizing diversification across multiple asset classes and offers both discretionary management and access to third-party managers and sub-advisers.

Bruce Mandel is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and having 41 years of industry experience. His prior roles include long-term positions at Oakwood Capital Management and its division ACORN Digital Wealth. He serves as a trustee for The Luskin Orthopedic Institute for Children, participating in volunteer oversight and community outreach activities. 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 through diversified, risk-class-based allocations that combine passive and active management with quantitative and fundamental analysis.

Nubia Alvarenga is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and seven years of industry experience. She has been with Citibank since 2006, totaling 20 years in her broader career. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional scale with specialized market roles and proprietary research capabilities.

Raymond Lew is a financial advisor at Oppenheimer with 32 years of industry experience. He holds a Series 63 designation and has worked at Fahnestock & Co. Inc. since 2003. Based in Los Angeles, CA, he is affiliated with one of the larger advisory firms in the industry. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory portfolios covering equity, balanced, and fixed income strategies.

Mark Roman is a financial advisor at Oppenheimer with 13 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2017. Prior to that, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs across discretionary and non-discretionary bases, focusing on equity, balanced, and fixed-income portfolios with strategic and tactical asset allocation.

Jon Carrier is a financial advisor at Cresset Asset Management, LLC with three years of industry experience. He holds a Series 65 designation and previously worked with the Los Angeles Rams and the National Football League. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, offering services such as wealth management, financial planning, and discretionary portfolio management with a disciplined, risk-aware approach that incorporates active and passive strategies across multiple asset classes.

Ronald Flores is a financial advisor at Capital Group Private Client Services, Inc. with two years of industry experience. He previously worked for Capital Group Companies for ten years. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach and fundamental research to manage client portfolios through separately managed accounts, affiliated funds, and alternative investment options.

Javier Jimenez is a financial advisor at Lido with seven years of industry experience. He holds the CFP® designation and Series 66 license. His prior roles include positions at Copperwynd Financial, Vanguard Group, Edward Jones, and ComCap Advisory. He serves as the HOA Treasurer of Woodland Springs Association in Arizona. 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 implements options-based strategies, managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Craig Brothers is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and 41 years of industry experience. His prior work includes long-term roles at Bel Air Investment Advisors, LLC, Bel Air Securities LLC, and Bel Air Management Company LLC. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach involves manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Dillon Christensen is a financial advisor at MAI Capital Management, LLC with 13 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked previously at Evoke Wealth, LLC and Bel Air Investment Advisors LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of customized portfolio strategies and serves both product-sponsor and advisory roles, managing over $72 billion in assets.

Kamil Rehman is a financial advisor at Schwab Wealth Advisory with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining Schwab in 2025, he worked at Edward Jones and Woodbury Financial Services. Outside of his advisory work, Rehman owns and operates CurrentBuild Computer, a business focused on computer hardware design and sales. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and distinguishes itself by not charging clients directly for its advisory services.

Alexandra Browne is a financial advisor at Lido with 12 years of industry experience. She holds a Series 65 designation and has worked at various Lido entities since 2014. Outside of advising, she runs a personal travel company and serves on the Mays Business School Dean's Advisory Board at Texas A&M University. 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 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.

Vincent Bonavia is a financial advisor at Lido with eight years of industry experience. He holds Series 66 and Series 65 licenses and has worked at firms including Cetera Investment Services and Regions Bank. 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 emphasizing diversification and options-based strategies, managing assets primarily on a discretionary basis and frequently sub-advising registered investment companies.

Steven Glasberg is a financial advisor at Private Advisor Group, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Mariner Independent Advisor Network, D.A. Davidson & Co., and Morgan Stanley. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model and utilizes various investment strategies delivered through a combination of proprietary platforms and third-party managers.

Laura Braverman is a financial advisor at Lido with 19 years of industry experience, holding Series 63 and Series 65 licenses. She previously worked at Bluepointe Capital Management for 19 years before joining Lido in 2025. 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 primarily on a discretionary basis and utilizing third-party managers and sub-advisers as appropriate.

Jordan Kunz is a CFP® and CFA® with 11 years of industry experience. He currently works at Lido Advisors, LLC, where he has been since 2023, following an 11-year tenure at Sargent Bickham Lagudis, LLC. 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 implements options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers when appropriate.

Laura Kim is a financial advisor with Hightower Advisors, holding a Series 66 designation and 18 years of industry experience. She has worked at Bel Air Investment Advisors LLC and Bel Air Securities LLC since 2016. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers to offer diversified portfolio construction and specialized investment strategies.

Brian Engel is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including Sawgrass Asset Management LLC, Vontobel Asset Management Incorporated, and BMO Investment Distributors. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, offering a range of active equity and fixed-income strategies. The firm emphasizes fundamental, company-level research with governance and sustainability assessments and manages approximately $58 billion in assets across various investment platforms.