Daniel Weitzman is a CFP® professional at Lido with five years of industry experience. He has worked at Lido Advisors since 2019 and previously held positions at RAI Wealth Management and VACA. Outside of finance, he was involved with Catering by Greg from 2015 to 2017. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations. The firm offers comprehensive wealth management services with a focus on diversification and options-based strategies implemented through discretionary management and third-party sub-advisers.

Sebastian Ferro Sequedo is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Smith Barney LLC, Bank of America, N.A., Merrill, and Julius Baer International Ltd. Sebastian is based in Beverly Hills, CA. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research, swap dealer activities, and bespoke discretionary solutions for very large relationships.

Garrett Gabriel 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 his advisory role, his work history includes positions outside of financial services, such as roles in the restaurant industry and other short-term employments. 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, emphasizing an integrated wealth management approach that includes diversified asset classes and options-based strategies.

Sathita Kerdpongvanich is a financial advisor at Transamerica Financial Advisors with three years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Transamerica Financial Advisors since 2022 and World Financial Group since 2019. Her other business activities include the sale of insurance and non-insurance products affiliated with Transamerica. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Daniella Amore is a CFP® with four years of industry experience currently working at Lido Advisors, LLC. Prior to joining Lido, she worked at Exchange Capital Management and has a background that includes roles at Eddie Bauer and Oakland University. She is also a Notary Public in the state of Michigan, providing services on an ad-hoc basis to existing clients. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs an integrated wealth management approach utilizing diversification across various asset classes and options-based strategies, managing assets primarily on a discretionary basis while using third-party managers and sub-advisers as needed.

Scott Berman is a financial advisor at Lido with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Coliseum Wealth Management and Triad Advisors. Outside of his advisory role, he is president and owner of The Hedgehog Group, a sales and business consulting firm. 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, and family office services, with a focus on diversification and options-based strategies implemented both directly and through pooled vehicles.

Joshua Markman is a financial advisor at Hightower Advisors with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Bel Air Investment Advisors LLC, Bel Air Securities LLC, and Bel Air Management Company LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes manager selection and multi-manager solutions through affiliated and third-party managers, utilizing proprietary research and a variety of investment vehicles.

Stephen Rigali is a financial advisor with Kayne Anderson Rudnick Investment Management, LLC, holding a Series 63 designation and 47 years of industry experience. He has been with Kayne Anderson Rudnick since 1991 and also serves as a board member for Tarantula Hill Brewing Company, a brewing business in Thousand Oaks, California. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a range of institutional and individual clients, including pension plans, insurers, banks, family offices, and high-net-worth individuals. The firm employs fundamental, company-level research with governance and sustainability assessments across active equity and fixed-income strategies, managing approximately $58 billion in total assets.

Nicholas Doddo is a financial advisor at Lido with six years of industry experience. He holds a Series 65 designation and has worked at Lido Advisors, LLC since 2020. Prior to this, his career includes roles at Veritonic Inc., Ayehu Software Technologies Ltd., and MVP Systems Software among others. 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.

Tara Rich is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, holding a Series 65 designation with five years of industry experience. Her prior roles include positions at Capital Bank & Trust Company and American University. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach that emphasizes fundamental research and long-term investment horizons. The firm implements client portfolios through separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Juan Cardenas is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with TIAA since 2012. 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. The firm serves clients often connected through TIAA-administered employer retirement plans and offers both model-driven and customized portfolio management under a fiduciary standard.

Eric Conner is a Series 65-licensed advisor at Lido with one year of industry experience. He previously worked at Pegasus Partners Ltd and Cortina Asset Management LLC, among other firms. 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 focused on diversification across various asset classes and implements options-based strategies both directly and via pooled vehicles.

Paul Knipping is a CFA® charterholder based in Los Angeles, CA, with 10 years of industry experience. He worked at Geneos Wealth Management Inc for 11 years before joining Lido Advisors, LLC, where he has been since 2024. 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 a broad range of wealth management services, employing an integrated investment approach that includes diversification across multiple asset classes and options-based strategies, and frequently manages assets on a discretionary basis.

Alyssa Garcia is a financial advisor at Lido with a Series 65 designation and one year of industry experience. Prior to joining Lido, she worked at Kilpatrick Townsend and held various roles in academic and fitness settings. 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 retirement and estate planning, employing an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Joseph Letrich is a financial advisor at Lido in Los Angeles, CA, with two years of industry experience. He holds a Series 65 designation and has worked at Lido Advisors, LLC since 2023, following prior roles at DePaul and The Mather Group, LLC. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities with investment management, financial planning, family office services, and estate planning. The firm employs an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers.

Howard Spielberg is a financial advisor at Lido with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Fidelity in various capacities from 2003 to 2025. Spielberg is based in Los Angeles, CA. Lido serves high-net-worth and ultra-high-net-worth clients, family offices, trusts, estates, and other entities by providing investment management, financial planning, family office services, and estate and retirement planning. The firm employs a diversified, integrated wealth management approach including equities, fixed income, structured notes, real estate debt, alternatives, and options-based strategies.

Brian Jun is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Los Angeles, CA. He holds the ChFC® designation and the Series 63 license, and has seven years of industry experience. His prior work includes roles with Nationallife Group, Farmers Insurance Group, and Farmers Financial Solutions. Outside of advising, he is involved in insurance agency operations through Golden Bells Insurance Agency and Worthington Financial Partners. Equity Services, Inc. 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 combining long-term strategies with options for shorter-term trading, serving clients through both discretionary and non-discretionary arrangements.

Alexandra Papell is a financial advisor at Lido with the ChFC® designation and five years of industry experience. She has worked at several firms including UBS Financial, Morgan Stanley Smith Barney, and Merrill. Prior to her advisory career, she served with AmeriCorps and has experience outside finance in the restaurant industry. Lido advises high-net-worth and ultra-high-net-worth clients including individuals, family offices, and charitable organizations. The firm employs an integrated wealth management approach with diversification across multiple asset classes and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Simon Lu is a financial advisor at TIAA-CREF in Pasadena, CA, holding Series 63 and Series 66 licenses with 13 years of industry experience. Prior to joining TIAA-CREF in 2017, he worked at J.P. Morgan Securities and JPMorgan Chase Bank from 2011 to 2017. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers planning and management services that range from model portfolio approaches to customized portfolios managed under client-approved investment policies.

Cory Lescavage is a financial advisor at Mariner with a Series 65 designation. He has prior experience at Hamilton Lane Advisors, LLC, Valuation Research Corporation, Kforce, Inc., and worked at Temple University. Lescavage is based in Los Angeles, CA. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds through investment management, financial planning, and other financial services. The firm offers customized discretionary portfolios supported by an internal team and third-party managers, along with integrated tax, accounting, and financial wellness solutions.