Jotham Monsma is a financial advisor at Lido with Series 63 and Series 65 credentials and two years of industry experience. He previously worked at Exchange Capital Management Inc and spent ten years at New Street Research. Monsma is based in Los Angeles, CA. Lido advises a diverse client base including high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and institutional clients. The firm employs an integrated wealth-management approach, utilizing asset allocation across various asset classes and tactical option strategies, while providing a broad range of services such as investment management, financial planning, and affiliated trust, tax, insurance, and brokerage services.

Yeugenia Napoli is a financial advisor at Lido with 19 years of industry experience and holds a Series 66 designation. Her prior roles include positions at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., Fountainhead Capital Management, and Chelsea Financial Services. Outside of her advisory work, she has limited involvement as an independent agent in credit card processing. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, estates, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies and is notable for its active sub-advisory roles and affiliated entities that provide comprehensive financial services.

Michael Muchnikoff is a CFP® professional with six years of industry experience, currently affiliated with Lido. His prior roles include positions at Mariner, Mutual of America Securities LLC, and Edward Jones, along with periods dedicated to full-time education and extended travel. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and pension plans. The firm employs an integrated wealth-management approach balancing various asset classes and active strategies, and is notable for its role as a sub-adviser to investment funds and its extensive affiliated service offerings.

Brian Park is a CFP® and ChFC® with eight years of experience in the financial services industry. He is currently with NewEdge Advisors and has held previous roles at Kovitz Investment Group Partners, Connectus Wealth, and Wells Fargo, among others. Brian also served as Senior Vice President at NorthCoast Asset Management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support advisor and client needs.

Antonette Hayakawa is a financial advisor at Mercer Global Advisors with a Series 65 credential and two years of industry experience. She previously worked at SB Capital Management, Inc. and has diverse experience including roles outside finance such as at Toni's Garage Doors. SB Capital Management, Inc. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation oriented approach with a focus on portfolio structure and tax-aware implementation, and acts as a general manager and investment adviser for multiple private equity and hedge funds.

Nathan Feld is a financial advisor at Lido with a Series 65 designation and seven years of industry experience. He has worked at several firms, including Argos Capital Partners, LPL Financial, and Paradigm, before joining Lido Advisors, LLC. Lido serves a broad range of clients, including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm uses an integrated wealth-management approach, incorporating diverse asset classes and tactical option strategies, and is notable for its active sub-advisory role and affiliated entities providing trust, tax, insurance, and brokerage services.

David Wilson is a financial advisor at RBC Rochdale, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including CNR Securities, LLC, Wells Fargo Securities, and Cappello Global. RBC Rochdale serves a diverse client base that includes high net worth individuals, investment companies, corporations, and charitable organizations. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, supported by proprietary tools like the Galaxy asset-allocation model, to tailor portfolios across a broad range of asset classes.

Trent Jordan is a financial advisor at Lido with a Series 65 credential and one year of industry experience. His prior roles include positions at CountryPlace Mortgage and the Poarch Creek Indian Gaming Commission. Lido advises a diverse clientele, including high-net-worth individuals, family offices, trusts, and charitable organizations, providing investment management, financial planning, and family office services. The firm manages approximately $42.5 billion in assets and employs an integrated wealth-management approach with active sub-advisory roles and a range of affiliated capabilities.

Alyssa Weinberger is a CFP® professional with 11 years of experience, currently serving at Lido Advisors, LLC since 2015. Her background includes roles at multiple Lido entities focused on advisory and consulting services. She is involved in organizing industry events and family office networking through Lido Consulting Group, LLC. Lido advises a diverse client base, including high-net-worth individuals, family offices, and institutional investors, offering integrated wealth management that spans equities, fixed income, alternative investments, and tactical options strategies. The firm manages approximately $42.5 billion in assets and is notable for its active sub-advisory roles and a broad range of affiliated financial services.

Aylien Alexani is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Transamerica Financial Advisors since 2020 and holds the Registered Social Security Analyst designation, assisting clients with Social Security benefits without charging for this service. Outside of advising, he provides caregiving support for elderly family members and offers referrals for will and living trust services through Netlaw. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, and trusts, using model portfolios and third-party managers to implement its advisory services. The firm operates multiple advisory platforms and integrates retirement plan services with affiliated entities.

Matthew Harris is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Hightower Advisors since 2008, including in roles at Hightower Securities, and currently also operates a consulting business, Aperture Partners Inc., providing research and analysis on asset allocation, investment managers, and client content. Hightower Advisors serves a broad range of individual and institutional clients, offering investment advisory and planning services with an emphasis on manager selection and multi-manager solutions. The firm combines proprietary research and diverse portfolio construction strategies, supporting both discretionary and non-discretionary management approaches.

Eduardo Provincia is a financial advisor at NewEdge Advisors with 14 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates, Inc. from 2016 to 2023. Provincia is also involved in fixed insurance and annuity sales through related business activities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Brennan Fontana is a financial advisor at Lido with Series 65 and Series 66 licenses and four years of industry experience. His prior roles include positions at eXp Realty, The Science of Flipping, and Marcus & Millichap. Lido serves a diverse client base that includes high-net-worth individuals, family offices, trusts, charitable organizations, and corporations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management model that incorporates tactical and defined-risk option strategies and supports its advisory services with a broad range of affiliated entities.

Sonny Lin is a CFA® charterholder and holds a Series 65 license, with 20 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. Prior to that, he spent 14 years at Pillar Pacific Capital Management. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, using a strategic investment approach that combines passive and active managers guided by an internal Investment Committee.

Eda Hong is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and beginning her career in 2024. She has been with Citigroup in multiple periods since 2024, with prior gaps in employment. 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 combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Michael Lemkin is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2003. He serves as the trustee of an irrevocable spendthrift trust for a family friend, managing investments and distributions in that capacity. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory approaches spanning equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation.

Felipe Albuquerque is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to his current role, he worked with NYLIFE Securities LLC and New York Life Insurance Co. Albuquerque has also been involved with a fitness-related business. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a variety of program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Aram Schotts is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. He previously worked at Gamble Jones Investment Counsel from 2018 to 2023 and LPL Financial from 2008 to 2018. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, asset allocation, and access to alternative and private market solutions.

Nicholas Benedetto is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 credentials. He has four years of industry experience, including prior roles at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., and JPMorgan Chase Bank N.A. Outside of finance, his work history includes positions in the automotive and veterinary sectors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment advisory programs alongside broker-dealer execution and custody services. The firm’s approach includes discretionary and non-discretionary multi-manager strategies, supported by in-house research and unique market roles such as security-based swap dealing and futures commission merchant activities.

Max Mahr 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 H.C. Wainwright & Co., LLC and Morgan Stanley. 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 that balances multiple asset classes and uses tactical and defined-risk option strategies, serving clients through various account structures and affiliated entities.