John Genung III is a financial advisor at Lido with a Series 65 designation and approximately one year of industry experience. His prior work includes positions at Chilton Capital Management LLC, Northwestern Mutual Investment Services, LLC, and Investar Bank. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and charitable organizations by providing investment management, financial planning, family office services, and retirement and estate planning. The firm employs an integrated wealth management approach with diversification across various asset classes and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers.

Jonathan Boyack is a Series 65-licensed financial advisor at MAI Capital Management, LLC with one year of industry experience. Prior to joining MAI in 2026, he held roles at Evoke Advisors, Sepio Capital, North Island Credit Union, and Benrich Service Company. He studied at Brigham Young University from 2020 to 2024. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of strategies and offers integrated financial planning, with $72.3 billion in assets under management as of May 2026.

Jon Wingent is a CFP® and holds a Series 65 license, currently with Cerity Partners LLC. He has four years of industry experience, including roles at Morton Wealth and Schroders Personal Wealth. He serves as an investment committee member for the British Benevolent Society of California, a nonprofit organization. Cerity Partners provides customized wealth management services to a diverse national clientele, including individuals, families, trusts, charitable organizations, and institutional investors. The firm emphasizes tailored asset allocation and manager selection, combining proprietary quantitative screening with third-party managers and individual securities.

Maria Elena Bird is a financial advisor at Lido with nine years of industry experience. She holds Series 65 and Series 66 licenses and has worked at CBIZ, Inc, Addepar, Inc, and The Ayco Company LP before joining Lido. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities, offering investment management, financial planning, family office services, and retirement and estate planning. The firm employs an integrated wealth management approach with diversified strategies across various asset classes and routinely manages assets on a discretionary basis, often using third-party managers and sub-advisers.

Gabriela Maria Holian Martinez is an advisor at HSBC Securities (USA) Inc. with a Series 66 designation and one year of industry experience. Her prior roles include positions at Angelini Palisades, the Hammer Museum, and UCLA. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a range of client-directed and discretionary investment programs. The firm’s investment process utilizes five model risk profiles and combines strategic and tactical asset allocation developed with HSBC Global Asset Management, with ongoing fund due diligence and monitoring conducted by affiliated providers.

Maribel Robel is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with Diversified Investment Advisors since 2010 and with Diversified Investors Securities Corp. since 2006. Outside of her advisory role, she serves as an independent consultant selling skincare products for Rodan and Fields. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary software and model portfolios developed with Morningstar Investment Management. The firm focuses on asset allocation, contribution guidance, and retirement planning without targeting high-net-worth or corporate clients.

Dylan Audsley is a Series 66-licensed financial advisor at Mercer Global Advisors Inc. with one year of industry experience. Prior to joining Mercer, he worked at Seia LLC and Ses LLC, and he spent four years with USA Rugby and the San Diego Legion. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified, risk-appropriate portfolios with low-cost ETFs, index funds, separate account managers, and private funds.

Bruce Lessinger is a financial advisor with Oppenheimer in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at Oppenheimer since 2009, following eight years at UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and provides both discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios.

Austin Taylor is a financial advisor at Lido with two years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and Foundry Commercial, among other roles. 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 comprehensive wealth management approach that includes investment management, financial planning, family office services, and access to third-party managers and sub-advisers, employing strategies that span equities, fixed income, alternatives, and options-based products.

Channing Smith is a CFA® charterholder and a financial advisor at Lido with 17 years of industry experience. He previously worked for Jackson Hole Capital Partners, LLC for 10 years and Capital Advisors, Inc. for 12 years. 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 services, including investment management, financial planning, family office services, and retirement and estate planning, with a diversified investment approach that includes equities, fixed income, structured notes, real estate debt, alternatives, and options-based strategies.

Kevin Kramer is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. from 2008 to 2021 before joining Rockefeller. 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 offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Keith Andreasen is a CFP®-credentialed financial advisor at Lido with three years of industry experience. He has prior experience at Modera Wealth Management, NexGen Financial Group, and a background that includes time at the University of Delaware. 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 a focus on diversification across various asset classes and implements options-based strategies, managing assets primarily on a discretionary basis.

Scott Lam is a financial advisor at Kestra Advisory with 25 years of industry experience. He has held positions at firms including LPL Financial, Merrill, Banc of America Investment Services, and Citicorp Investment Services. Lam holds Series 63 and Series 65 licenses. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base including plan sponsors, institutional investors, and individuals. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets under management.

Ramsey Andrijevich is a CFP® with six years of industry experience, currently serving at Lido Advisors, LLC since 2023. His prior roles include positions at First Foundation Advisors, Purus Wealth Management, and Waddell & Reed. 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.

Brian Estep is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Lido. His prior roles include positions at Mercer Global Advisors Inc., Raymond James Financial Services, and TIAA. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm uses an integrated wealth management approach that incorporates diversification across various asset classes and implements options-based strategies, managing assets primarily on a discretionary basis.

Monika Mugg is a Certified Financial Planner (CFP®) with 21 years of industry experience. She is currently with MAI Capital Management, LLC and has previously worked at Evoke Advisors, First Republic Securities Company, Llc, Luminous Capital, LLC, and Merrill. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of strategies tailored to client objectives and serves as both an investment adviser and product sponsor, including managing a registered mutual fund and private investment vehicles.

Nathan Mirji is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience working at HoyleCohen and California State University Northridge. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies and incorporates fundamental and quantitative analysis.

Alan Bonde is a financial advisor with Mariner in Los Angeles, CA, holding a Series 65 designation and 11 years of industry experience. His prior roles include positions at AdvicePeriod, LLC and GenSpring Family Offices, LLC. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, and provides specialized solutions such as ERISA 3(38) retirement plans and integrated tax and accounting services.

Mindy Huang is a financial advisor at Wealth Enhancement Advisory Services, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Oakwood Capital Management LLC for 14 years. 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 and employs a diversified, risk-class based investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Peter Lee is a CFA® charterholder with 12 years of experience in the financial industry. He is currently with Lido Advisors, LLC and previously worked at Avitas Wealth Management and UBS. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and other entities, providing investment management, financial planning, family office services, and estate planning. The firm uses an integrated wealth management approach that includes diversified strategies across multiple asset classes and implements options-based strategies both directly and through pooled vehicles.