Reid Budrovich is a financial advisor at Hightower Advisors in Los Angeles, CA, holding a Series 65 designation with two years of industry experience. He has been with Hightower Advisors since 2019 following five years as a student. 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 affiliated and third-party managers along with proprietary research to offer diversified portfolio management and financial planning services.

Peter Morimoto is a financial advisor at Lido with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lido Advisors, First Republic Securities, First Republic Investment Management, and Wells Fargo Advisors. He serves on the advisory board of Namara Water Technologies, a company focused on smart home water leak detection and pressure control. 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, including diversification across multiple asset classes and implementation of options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Elliot Wicks is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior work includes roles at Dwayne Lanes Auto Family, Hawx Pest Control, and Walsh Construction Co. He has also been involved with nonprofit and community organizations such as the Stroum Jewish Community Center and Alk. United Church of Christ. 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 spanning equities, fixed income, structured notes, real estate debt, and alternatives, including options-based strategies, and frequently manages assets on a discretionary basis while utilizing third-party managers and sub-advisers.

Henry Herrill is a financial advisor at Lido with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles, providing integrated wealth management services that include investment management, financial planning, and family office services. The firm employs a diversified investment approach with options-based strategies and manages assets both directly and through third-party managers and sub-advisers.

Dalton Downer is a financial advisor at Lido with Series 65 credentials and two years of industry experience. He previously worked at CS Tomasi Wealth Management and has held various roles in education and communications. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations. The firm employs an integrated wealth management approach with diversified investments and options-based strategies, managing assets both on a discretionary basis and through third-party managers and sub-advisers.

Aaron Anshin is a financial advisor at Transamerica Financial Advisors with five years of industry experience. He holds a Series 65 credential and has previously operated his own advisory businesses as well as held roles at World Financial Group, Inc. and Feingold and Sons LLC. Outside of advising, he serves as an auditor and board member for the Beverly Hills Unified School District PTA Council. Transamerica Financial Advisors serves individual investors, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Courtney Blum is a financial advisor at Lido with 18 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Northern Lights Distributors, LLC and Centerstone Investors, LLC. Blum is based in Los Angeles, CA. 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 various asset classes and implements options-based strategies both directly and through pooled vehicles.

Anne O Hara is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and four years of industry experience. Her prior roles include positions at Oakwood Capital Management and The Biederman Group at Morgan Stanley. She has also been associated with the University of California Santa Barbara. Wealth Enhancement Advisory Services, LLC is an SEC-registered firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Tuyun Ra is a financial advisor at Oppenheimer with 25 years of industry experience. She has held roles at Oppenheimer since 2007 and previously worked at RBC Capital Markets and Prudential Equity Group, LLC. She holds the Series 66 designation and is based in Los Angeles, CA. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of investment and consulting services across discretionary and non-discretionary accounts, combining strategic asset allocation and manager selection with retirement and financial planning solutions.

Michael Benevento is a financial advisor at Lido with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Fountainhead Advisors, Castlekeep Investment Advisors, MEBCO LLC, and Millennium Partners. Outside of advising, he is the founder and CEO of MEBCO LLC, a consulting firm, and serves on the advisory boards of Terramint Group Corp. (real estate investment) and Worldwide Solutions and Services (engineering consulting). Lido provides investment management, financial planning, and family office services to high-net-worth and ultra-high-net-worth clients, including individuals, family offices, trusts, estates, charitable organizations, and corporations. The firm employs a diversified investment approach across multiple asset classes and offers options-based strategies through discretionary management and third-party sub-advisers.

Drew Morwood is a financial advisor at Hightower Advisors in Los Angeles, California, holding Series 63 and Series 65 credentials with four years of industry experience. His prior work includes roles at TD Ameritrade and Cetera Financial Group, as well as experience associated with Baylor University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a manager selection approach and multi-manager solutions that incorporate both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, with capabilities that include access to pooled vehicles, private funds, and strategies addressing international exposure and tax management.

Erik Oros is a financial advisor at TLG Advisors, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at firms including The Leaders Group Inc and Actinium Capital LP. Oros serves as Chief Investment Officer at Gideon Strategic Partners LLC, where he is involved in investment management and sales. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves a diverse client base including individuals, retirement plans, trusts, and institutional investors. The firm combines fundamental research and Modern Portfolio Theory in its portfolio construction and offers services ranging from comprehensive financial planning to ERISA fiduciary oversight.

Joseph Crowley is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He has worked at Exchange Capital Management for nine years, Blue Jays for two years, and is currently with Lido Advisors, LLC. Crowley holds a shareholder role in Exchange Capital Management, overseeing the termination of operations. 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 estate planning using an integrated wealth management approach that includes diversified asset classes and options-based strategies.

Kareem Hout is a CFA® charterholder with six years of industry experience. He currently works at MAI Capital Management, LLC and previously held roles at Evoke Advisors and First Republic Bank. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, and institutional clients. The firm employs a range of investment strategies and integrates financial planning and tax services into client relationships.

Jason Baldridge is a financial advisor at Lido with a Series 65 designation and four years of industry experience. He has been with Lido Advisors, LLC since 2021. Prior to that, he held positions at OluKai and Boston College. 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 with diversified investment strategies, including options-based approaches, and frequently serves registered investment companies and pooled strategies through affiliated entities.

Stewart Erickson is a Series 65-licensed advisor at Savant Wealth Management with one year of industry experience. Prior to joining Savant, he worked for Exencial Wealth Advisors and has a background in the agricultural and solar energy sectors. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by integrated accounting, legal, and trust affiliates.

Andrew Stewart is a CFA® charterholder with seven years of experience in the financial industry. He currently works at Lido Advisors, LLC and was previously with Exchange Capital Management, Inc. Outside of his advisory role, he serves on the finance committee of St. John’s Episcopal Church and is a member of the Markets Group Private Wealth Advisory Board. He is also involved in community service as a board member of the Huntington Woods Men’s Club and volunteers with the CFA Society Detroit. 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 and options-based strategies, managing assets on a discretionary basis while utilizing third-party managers and sub-advisers when appropriate.

Ruth Melody Chukwunyere is a Series 65-licensed advisor at Mariner with four years of industry experience. Prior to joining Mariner in 2023, she worked at McAdam LLC and has been involved in the hospitality industry through Levy Restaurants since 2017. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, and specialized services such as tax integration and Core Family Office solutions. The firm employs a customized, discretionary portfolio approach supported by an Investment Committee and combines in-house research with third-party manager allocations.

Jeffrey Christie is a financial advisor with Lido in Los Angeles, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Investment Security Corporation, Ken Stern & Associates, and Asset Planning Solutions, Inc. He maintains a California life insurance license, though he is not actively using it. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations. The firm provides investment management, financial planning, family office services, and estate planning with an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Neil Martin is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, JM Construction Services US, the Federal Aviation Administration, and Borbon, Inc. Martin 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.