Nicholas Hixon is a CFP® professional at Lido with four years of industry experience. He previously worked at Shore Morgan Young and Lincoln Investment. 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 with 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.

Shaan Baren is a ChFC® credentialed financial advisor at Hightower Advisors with seven years at the firm and four years of industry experience. Prior to joining Hightower in 2019, he worked at LourdMurray from 2015 to 2019. He is a 33% partner in a private commercial lending fund through Like Father Like Son LLC, an activity he does not pursue during business hours. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individual investors, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager strategies, utilizing both affiliated and third-party managers alongside proprietary research and varied investment vehicles.

Susannah Emami is a financial advisor at Capital Group Private Client Services, Inc. with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has held roles at Capital Bank & Trust Company, Alliance Bernstein, and KLS Advisors. Emami is based in Los Angeles, CA. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach that combines separately managed accounts, mutual funds, ETFs, and access to private equity and alternative investments.

Alexander Kob is a financial advisor at Lido with 11 years of industry experience. He holds a Series 66 designation and has worked at Lido Advisors, LLC since 2017. Prior to that, he was with Purshe Kaplan Sterling Investments and McAdam LLC from 2014 to 2017. 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, utilizing a diversified, integrated wealth management approach that includes options-based strategies and discretionary asset management.

Bernard Reina is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is involved in operating a high-end car wash and detailing business and is the founder and president of a nutrition and health company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Bret Miller is a CFP® professional with four years of industry experience, currently serving as a financial advisor at EP Wealth Advisors in Torrance, CA. His work history includes multiple roles at EP Wealth Advisors as well as experience outside the financial sector, including positions with Five Guys, Inc. and the United States Air Force. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios and a variety of investment strategies including fundamental, technical, and cyclical analysis.

Christopher Hopkins is a financial advisor with EP Wealth Advisors based in Torrance, CA, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include positions at TD Ameritrade, Scottrade, and Executive Wealth Management, where he also engaged in tax preparation and client services through Executive Wealth Management Tax Solutions. EP Wealth Advisors serves individual, corporate, and retirement plan clients, offering wealth management, discretionary portfolio management, and financial planning services. The firm constructs customized model portfolios using fundamental, technical, and cyclical analysis, and provides ongoing monitoring, third-party manager recommendations, and ERISA plan services.

Christopher Peterson is a CFP® with 13 years of industry experience, currently serving as an advisor at Lido since 2016. Prior to joining Lido, he worked at Asset Planning Solutions/Ken Stern & Associates from 2016 to 2018. 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 a range of services including investment management, financial planning, family office services, and retirement and estate planning, utilizing an integrated wealth management approach that incorporates diversification and options-based strategies.

Tyler Lang is a financial advisor at EP Wealth Advisors with 18 years of industry experience. He holds a Series 65 designation and previously worked for Buffington Mohr McNeal for 19 years before joining EP Wealth Advisors in 2025. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning, utilizing customized model portfolios and a mix of fundamental, technical, and cyclical analysis, along with third-party manager recommendations and ERISA plan services.

Adam Fein is a financial advisor with EP Wealth Advisors holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at RBC Capital Markets and Wells Fargo Advisors. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios and a combination of fundamental, technical, and cyclical analysis.

Colleen Kelly is a financial advisor with Lido, holding a Series 66 credential and 12 years of industry experience. She has worked at Lido Advisors since 2018 and previously held roles at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, and Wells Fargo Advisors. 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 diversification across multiple asset classes and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Benjamin Uribe is a financial advisor at Citigroup Global Markets with a Series 66 designation and five years of industry experience. He has worked at Citigroup since 2013 and concurrently serves in the U.S. Air Force. 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 specialized market roles including swap dealer and futures commission merchant activities.

Matthew Kulka is a CFP® with eight years of experience in the financial services industry. He is currently with Lido Advisors, LLC and has prior experience at Morgan Stanley, E*TRADE Capital Management, Fidelity Brokerage Services, and Royal Alliance Associates. Kulka also worked at Michigan State University earlier in his career. 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 on a discretionary basis and utilizing third-party managers and sub-advisers when suitable.

Jeffrey Westheimer is a financial advisor with Lido, holding a Series 66 designation and 17 years of industry experience. He has been with Lido Advisors, LLC and related entities since 2015. Outside of his advisory role, he owns 10 Fifteen Consulting, a business consulting firm. 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, employing a diversified investment approach that includes equities, fixed income, structured notes, real estate debt, alternatives, and options-based strategies.

Shawn Finley is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2014. Based in Torrance, CA, he holds a Series 66 license and has experience in annuities and insurance products as part of his broader financial advisory work. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm manages approximately $3.65 billion across more than 37,000 accounts, providing a range of investment strategies including traditional asset allocation and legacy market-timing approaches.

Derek Finley is a financial advisor with GWN Securities Inc. in Torrance, CA, holding a Series 66 credential and bringing 11 years of industry experience. He has been with GWN Securities since 2015. Outside of his financial advisory role, he also works as a restaurant server. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm employs a combination of affiliated and unaffiliated sub-advisers and uses market-timing and momentum-based strategies in certain legacy programs.

Priscilla Soetanto is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, JP Morgan Securities LLC, and Bank of America. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale operations with specialized market roles such as swap dealing and futures commission merchant activities.

Xiao Liu is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Xiao Liu is based in Los Angeles, CA. 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 operates a Private Advisor model with a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and consulting, alongside broker-dealer services and alternative investment placement.

Megan Carden is a CFP® professional with nine years of industry experience. She currently works at EP Wealth Advisors and previously spent nine years at Wacker Wealth Partners. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation, using customized model portfolios and various investment strategies.

Kamarra Freeman is a financial advisor at Lido with a Series 65 designation and one year of industry experience. Prior to joining Lido, Freeman held roles at Paypal Holdings Inc, Kinfolk Venture Capital, Banks Capital, and Club Ethos. 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, employing an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.