Bryce Bednorz is a financial advisor at Lido with 12 years of industry experience. He holds a Series 65 designation and previously worked for Fountainhead Capital Management for 11 years. Additionally, he is a licensed insurance agent recommending and servicing life and disability insurance policies through Guardian Insurance Company and National Life Group. 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 integrated wealth management, including investment management, financial planning, family office services, and retirement and estate planning, utilizing diversification and options-based strategies across various asset classes.

Stella Shim is a CFP® and ChFC® credentialed financial advisor at Schwab Wealth Advisory with 12 years of industry experience. She has held prior roles at Fidelity Investments, Bank of America, and Merrill. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees for advisory services.

Benjamin Yeh is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2022. Prior to that, he worked at Students of Georgetown Inc. from 2020 to 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing activities, supporting a range of discretionary and non-discretionary investment solutions.

David Masias is a CFP® professional with seven years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Merrill, Wells Fargo Clearing, Madison Partners, and TIAA-CREF. He also works as a financial advisor providing fixed insurance through Wealth Enhancement Group. Wealth Enhancement Advisory Services offers 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 investment approach combining passive and active strategies with oversight from an internal Investment Committee.

Jennifer Cook is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Capital Bank & Trust Company and New Market Wealth Management. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach with separately managed accounts, affiliated funds, and access to alternative strategy funds.

Lilach West is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. She holds a Series 65 designation and has worked with Brookstone since 2020. In addition to her advisory role, West is a licensed insurance agent with JD Mellberg Financial and also serves as an attorney reviewing living trusts for past clients. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Tracy Wright is a financial advisor with Lido in Los Angeles, holding a Series 65 designation. Wright has industry experience beginning in 2022, including roles with Fountainhead Advisors and Lido Advisors, and has backgrounds in community volunteering and operating an organized transitions business. Lido serves high-net-worth individuals, family offices, trusts, and various institutions with investment management, financial planning, and family office services. 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 working with third-party managers.

Artin Esmaelian Masihi is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Clearing, Wells Fargo Bank, and J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with in-house research, custody services, and specialized market roles.

Michael Reid is a CFA® charterholder with 16 years of industry experience. He is currently with Lido Advisors, LLC, where he has worked since 2025, and previously spent 36 years at Exchange Capital Management, Inc. He is involved with Whiskey Lake Partners, LLC, a firm formed to acquire and manage intellectual property rights related to generic top-level domain names. 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 implements options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Andrea Graham is a financial advisor with CWM, LLC and holds a Series 66 designation. She has 24 years of industry experience, including roles at Cetera Wealth Services, LPL Financial, and Applied Financial Planning. In addition to her advisory work, she is licensed as an insurance agent selling life and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools to provide a range of investment and retirement-plan services.

Miles Kilstofte is a financial advisor with PlanMember Securities Corporation, holding a CFP® designation and Series 63 and 65 licenses, with 15 years of industry experience. He has worked at PlanMember since 2011 and also serves as Business Development Manager at Surety Investment Services. Outside of finance, Kilstofte is active as a band member, songwriter, and musician. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary guidance and a range of investment options through its asset allocation portfolios. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios spanning conservative to aggressive strategies.

Adolph Kristunas is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. His prior work history includes roles at Starbucks, New York Life, Lowes, Amazon, and the Tunkhannock Area School District. 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, alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Gustavo Pires De Oliveira Dias is a financial advisor at IEQ Capital, LLC with eight years of industry experience. He holds a Series 65 designation and has previously worked at Qualcomm Ventures, Kellogg School of Management, Portola Partners Group LLC, and Brownson, Rehmus & Foxworth. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm emphasizes a macroeconomic research-driven investment process and offers a range of services including discretionary SMA management, family-office support, OCIO engagements, and digital asset exposure through Fidelity Digital Asset Services.

Shane Huey is a financial advisor at Hightower Advisors in Los Angeles, holding a Series 65 designation with six years at the firm. He began his career at Hightower Advisors in 2020 following seven years as a student. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers supported by proprietary research and customizable portfolio construction.

Jonathan Straub is a financial advisor at Mariner with 22 years of industry experience. He holds a Series 65 credential and has worked at Mariner since 2022, following eight years at B+ Institutional Services, LLC and AdvicePeriod, LLC. Outside of his advisory role, he is involved with OpenAdvisor Technologies, Inc., where he contributes to the development of estate planning and legal documentation software, and serves as a director at Accelerant Law, PLLC, an estate planning law practice. Mariner serves a broad client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm’s investment approach combines customized discretionary portfolios managed by an internal team and Investment Committee with allocations to third-party managers, covering a wide range of asset classes and strategies.

Joshua Fein is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has operated BSF Advisors since 2012, an independent financial services practice through which he provides investment advice concurrently with his role at Private Advisor Group. Mr. Fein is also a licensed realtor, though he currently does not devote time to real estate activities. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing multiple strategies and third-party platforms to tailor solutions to client objectives and risk tolerances.

Jonathan Figlin is a CFA® charterholder and Series 63 licensee with three years of industry experience. He is currently with MAI Capital Management, LLC and has previously worked at Evoke Advisors, Offit Capital, and Mozaic. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning and tax services into many client relationships.

Eileen Shahnazari is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of her advisory role, she is involved in providing in-home supportive services for elderly parents. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and operates with a scale and market role that includes in-house research, derivatives services, and customized lending solutions.

Jason Min is a financial advisor with Eagle Strategies (New York Life) based in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with New York Life Insurance Company since 1999. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working extensively with defined contribution and defined benefit plans as well as charitable and corporate clients.

Henry Hagenbuch is a financial advisor at Lido with eight years of industry experience. He holds a Series 65 designation and has worked at several firms including Robertson Stephens Wealth Management, Mercer Global Advisors, and ClearRock Capital. Outside of his advisory role, he owns NH Ventures, LLC, a pass-through entity for his personal private investments. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and other entities. The firm provides investment management, financial planning, and family office services, employing a diversified investment approach that includes options-based strategies and the use of third-party managers and sub-advisers.