Kyle Cross is a financial advisor at Lido with five years of industry experience. He holds the Series 65 designation and has worked at Lido Advisors since 2020. His prior roles include positions at PricewaterhouseCoopers, Genentech, UCLA, and Avanade. 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, utilizing an integrated wealth management approach with diversification across multiple asset classes and options-based strategies.

Richard Henry is a Series 65-licensed financial advisor at Lido with seven years of industry experience. He previously worked at Wells Fargo Investment Institute, Inc. for seven years and Sauganish Capital Management LLC for four years. 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 leveraging third-party managers and sub-advisers.

Moya Higgins is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. She has worked at Churchill Management Group since 2012 and joined Focus Partners Wealth in 2025. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Jacob Silverstein is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Lido with six years of industry experience. He previously worked at All-Terrain Financial and has a background that includes various roles in financial services and other industries. Outside of his advisory work, he operates JTS Capital LLC as a sole proprietor, managing investment property-related administrative tasks. 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, offering an integrated wealth management approach with diversification across multiple asset classes and options-based strategies.

Andrey Manannikov is a financial advisor at HSBC Securities (USA) Inc. with six years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Bank of America, Merrill, and JPMorgan Chase. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary options. The firm utilizes a combination of strategic and tactical asset allocation supported by global asset management teams, with a notable portion of assets held in client-directed, non-discretionary portfolios.

Kevin Yardumian is a financial advisor at GWN Securities Inc. with a Series 66 designation and no prior industry experience. His background includes roles at American Campus Communities and educational positions at the University of California, Irvine, Palos Verdes Peninsula High School, and Ridgecrest Intermediate School. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts and financial planning. The firm employs a large network of advisors and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Danial Fereydani is a financial advisor at AE Wealth Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2016, with prior experience at Global Financial Private Capital, LLC and ongoing involvement at Pendo Insurance Services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm operates a range of model portfolios and asset management programs, managing approximately $49.8 billion for over 127,000 clients, and employs a platform-driven approach with discretionary strategies and regular performance reporting.

Warren Baker is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at Lido. He previously worked at Platte River Wealth Advisors and Wells Fargo Private Bank. He is a board member of the Colorado Foundation for Conductive Education, a nonprofit organization. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles, offering investment management, financial planning, family office services, and retirement and estate planning. The firm employs an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies, managing assets on a discretionary basis and frequently serving registered investment companies.

Davis Bell is a Series 65-licensed financial advisor with 3 years of industry experience. He has worked at Lido Advisors, LLC since 2022 and previously held a role at Emissary Wealth in 2021. Prior to entering the financial advisory field, he spent time at Virginia Tech and Delbarton School. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, estates, 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 on a discretionary basis and utilizing third-party managers when appropriate.

Andrew Wallace is a financial advisor at Lido with Series 63 and 65 licenses and four years of industry experience. His prior roles include positions at Corient Services LLC, Bain & Company, Northwestern University, and Sanford C. Bernstein & Co., 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 emphasizing diversification across multiple asset classes and implements options-based strategies, often managing assets on a discretionary basis with third-party managers and sub-advisers.

Linda Han is a financial advisor at Equity Services, Inc. with seven years of industry experience. She holds a Series 66 designation and has been with Equity Services since 2018. Prior to that, she worked at National Life Group starting in 2015. Outside of her advisory role, Han is an insurance agent at Worthington Financial Partners. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers various advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Massimigliano Sasso is a financial advisor at Capital Group Private Client Services, Inc. with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Capital Bank & Trust Company and City National Rochdale. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager investment approach known as the "Capital System" and offering access to separately managed accounts, pooled funds, and alternative strategy investments.

Dale Kang is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles. He has held multiple roles within Capital Group Private Client Services and previously worked at Capital Bank & Trust Company. Outside of finance, Dale is a partner at N10 Dance Studios, where he manages various operational aspects. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager investment approach across separately managed accounts, mutual funds, ETFs, and alternative strategies.

Brian Appel is a financial advisor at Lido with 28 years of industry experience. He holds the CFP® and ChFC® designations along with the Series 63 and Series 65 licenses. His prior roles include positions at Charles Schwab, Fidelity Investments, and ClientWise. Lido advises high-net-worth and ultra-high-net-worth clients, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers integrated wealth management services, including investment management, financial planning, and family office support, with a focus on diversification across multiple asset classes and options-based strategies.

Caleb Powell is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 21 years of industry experience. He has been with Kayne Anderson Rudnick since 2004. Powell holds a Series 65 credential and is based in Los Angeles, CA. 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 individuals. The firm emphasizes fundamental, quality-oriented equity research and implements its investment views across multiple strategies, serving both direct clients and other advisers through sub-advisory and model portfolios.

Andrew Cuevas is a financial advisor at TLG Advisors, Inc. based in Los Angeles, CA, with 13 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including Gideon, The Leaders Group Inc, Gideon Strategic Partners, M Holdings, Equitable Advisors, and AXA Advisors. TLG Advisors, Inc. serves a diverse client base ranging from individuals and high-net-worth clients to institutional investors. The firm focuses on investment supervisory services, portfolio management, and comprehensive financial planning, employing a manager selection process and Modern Portfolio Theory to build diversified portfolios, while also offering a digital investment program known as Starlight Portfolios.

Ashish Patel is a financial advisor at Lido with five years of industry experience and holds a Series 66 designation. Prior to joining Lido, he worked at BluePointe Capital Management and held various roles at First Command Insurance and Brokerage Services. In addition to his advisory work, Patel serves as a Reserve Officer and Safety Officer in the United States Air Force and as a First Officer for United Airlines. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, estates, and pooled investment vehicles. The firm employs an integrated wealth management approach that incorporates diversified asset classes and options-based strategies, managing assets on a discretionary basis and often utilizing third-party managers and sub-advisers.

Munir Tager is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has two years of experience in the financial industry, having worked with NYLIFE Securities LLC and New York Life Insurance Company. Outside of advising, he serves as a board member and secretary for LeTip International Inc., a professional leads organization for business owners and entrepreneurs. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, primarily on a non-discretionary basis, and integrates advisory services with insurance and annuity products through its affiliation with New York Life.

Jaclyn Wittbrodt is a financial advisor at IEQ Capital, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at Bel Air Investment Advisors and Ernst & Young. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, and nonprofit organizations, offering both discretionary SMA management and ancillary family-office services. The firm’s investment process incorporates centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a mix of liquid strategies, third-party managers, and private alternative investments.

Anthony Shiao is a financial advisor with TIAA-CREF in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with TIAA and TIAA-CREF since 2007. 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, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, operates as a fiduciary for its RIA services, and acts as adviser to a donor-advised fund.