Vincent Bonavia is a financial advisor at Lido with seven years of industry experience. He holds the Series 65 and Series 66 designations. His prior roles include positions at Cetera Investment Services, Regions Bank, JP Morgan Chase Bank, and Platinum Peak Advisors. 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 diversification across multiple asset classes and offers discretionary management, financial planning, and access to 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.

Alan Swerdloff is a financial advisor with Capital Group Private Client Services, Inc. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. His prior roles include five years at Capital Bank And Trust Company and several years with Capital Group Private Client Services. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach and a range of investment vehicles including separately managed accounts, mutual funds, ETFs, and private-equity funds.

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.

Edwin Huey is a financial advisor with Hightower Advisors in Los Angeles, CA, holding a Series 66 designation and 25 years of industry experience. He worked at Bel Air Securities LLC for 16 years before joining Hightower Advisors in 2021. Huey is also employed by Bel Air Investment Advisors LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Sung Lee is a financial advisor at Capital Group Private Client Services, Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked at Capital Group Private Client Services since 2021, following six years at Capital Bank and Trust Company. Based in Los Angeles, CA, he provides investment management services primarily to high-net-worth individuals and charitable organizations. Capital Group Private Client Services offers discretionary investment management through separately managed accounts, mutual funds, ETFs, and private-equity and alternative strategy funds. The firm serves high-net-worth clients, charities, corporations, and pension plans, employing a multi-manager approach focused on fundamental research and long-term investing.

Erica Jean Cortez is a CFP® professional with 14 years of experience in financial advising. She is currently with Lido Advisors, LLC and has held prior roles at firms including Mariner, Wealth Enhancement Group, Northwest Investment Counselors LLC, and Commonwealth Financial Network. 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 utilizing diversified investments and options-based strategies, often managing assets on a discretionary basis and collaborating with third-party managers and sub-advisers.

Mary Gukasyan is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and four years of industry experience. She previously worked at Round Hill Asset Management and has held positions with the County of Los Angeles and California State University - Northridge. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and government entities. The firm employs an active, multi-strategy investment process that combines quantitative and fundamental analysis, using proprietary tools and working with sub-advisors to tailor portfolios across various asset classes.

Elias Kaplan is a CFP®-certified financial advisor with five years of industry experience. He is currently with Lido Advisors, LLC and previously worked at Altfest Personal Wealth Management and Ernst & Young. Outside of his advisory role, Kaplan serves as a director of Vista Hill Limited, a UK holding company involved in real estate in Uruguay. 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 that includes diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis while utilizing third-party managers and sub-advisers when appropriate.

Lorenzo Riley is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has held positions at several firms, including JP Morgan Securities LLC and Polaris Wealth Advisory Group. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies, along with a range of portfolio management options and financial planning services.

Mark Harris is a CFP® and Series 65-licensed advisor with nine years of industry experience. He currently works at Mariner, where he has been since 2022, following five years at AdvicePeriod, LLC and four years at the University of California, Los Angeles. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios supported by both internal research and third-party managers, and is noted for its integration of tax, accounting, and administrative CFO capabilities.

David Douglas is a financial advisor at Lido with four years of industry experience and holds a Series 65 designation. His previous roles include positions at Private Capital Management and work experience outside of finance at Texas Roadhouse. 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 featuring diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

James Savage is a financial advisor at Lido with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill from 2016 to 2019 before joining Lido Advisors, LLC in 2019. 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 a diversified investment approach across multiple asset classes and implements options-based strategies, managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Christian Martinez is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Lido Advisors, LLC since 2024 and previously held positions at Brent Forrest & Associates, Northwestern Mutual, and other firms. Martinez is based in Los Angeles, CA. Lido serves 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 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.

Brendan Logan is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior work includes roles at Belmont DPW, AV Rizzo Irrigation, and Elon University. 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, using an integrated wealth management approach featuring diversification across multiple asset classes and options-based strategies.

Brooke Napiwocki is a CFP® with 12 years of industry experience, currently serving as an advisor at Lido. She previously worked at Pegasus Partners, J.W. Cole Advisors, Crescendo Wealth Management, and LPL Financial. She is the founder and Chief Wellness Officer of Be Financially Well, LLC, an education company focused on financial wellness across all ages. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, and various institutional clients, offering integrated wealth management with a diversified investment approach that includes equities, fixed income, structured notes, real estate debt, alternatives, and options-based strategies.

Yuyen Chang is a CFP®, CFA®, and Series 65-designated financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 12 years of industry experience. Prior to joining Kayne Anderson Rudnick in 2021, Chang worked at Creative Planning and Halbert Hargrove. He is also an instructor for the CFP education course at the University of California, Irvine. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, registered investment advisers, pension plans, and individual clients. The firm emphasizes fundamental, quality-oriented equity research and offers a range of strategies across market capitalizations and asset classes.

Ronald Silverman is a financial advisor at Hightower Advisors with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Hightower Advisors since 2021. Prior to that, he was associated with Bel Air Investment Advisors LLC, Bel Air Securities LLC, and Bel Air Management Company LLC. He serves on the advisory board for Blacklion Brothers Holdings, LLC, advising on real estate transactions. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions, manager selection, and access to both affiliated and third-party managers, utilizing proprietary research and a varied investment platform across mutual funds, ETFs, and alternative investments.