Thomas Petrocelli is a financial advisor at Lido with three years of industry experience. He holds a Series 65 credential. His prior roles include positions at Fountainhead Asset Management, Bloomberg LP, and Milluk Inc. 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 with diversification across multiple asset classes and options-based strategies.

Yongkwan Kim is a CFA® charterholder and holds a Series 66 license with 22 years of industry experience. He currently serves as an advisor at Hightower Advisors, having joined in 2022, and previously worked at VP Distributors LLC and Kayne Anderson Rudnick Investment Management LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a focus on portfolio construction, proprietary research, and access to alternative investments.

Samuel Hoeck is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Lido. His prior experience includes roles at First Republic Investment Management and Securities, Wells Fargo Clearing, San Diego Gas & Electric, and Kestra Investment Services. Lido provides wealth management services to 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 approach that includes diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers when appropriate.

Matthew Woodward is a financial advisor at Mariner with 16 years of industry experience. He holds a Series 66 designation and previously worked at AdvicePeriod, LLC for six years before joining Mariner in 2022. Woodward serves as a GLG Council Member providing consulting services and is a board member and volunteer for Toluca Baseball, a nonprofit baseball league. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations through investment management, financial planning, and retirement plan consulting. The firm offers customized portfolio solutions supported by in-house research and third-party managers, along with integrated tax services and specialized financial wellness and family office capabilities.

Janice Lang is a financial advisor at Equity Services, Inc. with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including DarbeeVision and Ameritas Life Insurance Corp. Outside of her advisory role, she is active as an insurance agent through Strategic Horizon. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Jonghong Park is a financial advisor with Transamerica Financial Advisors in Los Angeles, CA, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at Transamerica Financial Advisors since 2017 and has been involved with Two Fish Group since 2015, where he provides basic financial education as an instructor. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations, delivering services through model portfolios, third-party managers, and multiple advisory platforms.

Andrew Yang is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Citigroup since 2015. Outside of his advisory role, he is a partner in a food and boba drink shop where he is involved in business planning and weekend operations. Citigroup Global Markets serves a broad client base including individual and institutional clients across various wealth segments. The firm employs multi-asset, multi-manager investment strategies and offers a range of advisory programs, execution, and custody services, leveraging its large institutional scale and unique market roles.

Lauren Guzman is a financial advisor at HSBC Securities (USA) Inc. with nine years of industry experience. She holds the Series 66 designation and has worked at firms including Fidelity Investments, Bank of America, and Merrill. Guzman is based in Beverly Hills, California. HSBC Securities (USA) Inc. provides managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through a variety of client-directed and discretionary investment options. The firm combines strategic and tactical asset allocation with global manager selection and ongoing fund monitoring, offering a range of portfolio models tailored to different risk profiles.

Marc Rock is a financial advisor with Lido who holds Series 63 and Series 66 credentials and has 16 years of industry experience. He has held roles at Lido Advisors, SecureVest Financial Group, Abrahamsenrock, Ohio National Financial Services, and Guardian Life Insurance Company. He is also the managing member and CEO of Abrahamsenrock, a registered investment advisor providing customized wealth management solutions. 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 on a discretionary basis while utilizing third-party managers and sub-advisers when appropriate.

Andrew Theodore is a financial advisor with Lido, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at Raymond James & Associates and Charles Schwab before joining Lido Advisors, 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 both directly and through pooled vehicles.

Sergio Duenas Granados is a CFA® charterholder serving as a financial advisor at Lido with nine years of industry experience. He has been with Lido Advisors, LLC since 2017 and previously worked at the Academy of Beauty from 2013 to 2017. Outside of his advisory role, he is a partner in the Piruchi Food truck business in Los Angeles, where he manages financial records. 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 focused on diversification across various asset classes and options-based strategies, typically managing assets on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Carlos Arroyo Govea is a Series 66-licensed financial advisor at Lido with two years of industry experience. Prior to joining Lido, he worked at Morgan Stanley and Upstart. Outside of finance, he has a part-time role as a delivery driver for Uber. 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, managing assets primarily on a discretionary basis and utilizing third-party managers when appropriate.

David Lipsey is a financial advisor at Lido with Series 63 and Series 65 registrations and four years of industry experience. He previously worked at Wells Fargo Investment Institute and Wells Fargo Private Bank, with a combined tenure of 15 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 provides investment management, financial planning, family office services, and retirement and estate planning, employing a diversified, options-based, integrated wealth management approach.

Anees Saifi is a financial advisor with GWN Securities Inc., holding a Series 66 credential and 14 years of industry experience. He has worked at firms including AXA Advisors and MassMutual Investors Services. In addition to his advisory role, he is active in insurance sales and operates a registered representative business under the name La Pension Planners. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth investors. The firm offers discretionary managed accounts and model portfolios with a range of investment strategies, supported by a large network of advisors.

Marya Young is a Series 63–licensed financial advisor with 24 years of industry experience. She is currently a Managing Director and Senior Wealth Advisor at Lido Advisors, LLC, where she has worked since 2024. Prior to joining Lido, she was affiliated with Private Wealth Strategies, Lincoln Investment, and Shore Morgan Young Wealth Strategies. Outside of her advisory role, she owns Design for Elegance, a furniture design business. 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 focused on diversification across various asset classes and implements options-based strategies both directly and through pooled vehicles.

James Mackey is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds the ChFC® designation and Series 63 license, with 16 years of industry experience. He has been affiliated with New York Life Insurance Company since 2008 and has worked at Eagle Strategies since 2022. Eagle Strategies serves a diverse clientele including individual investors, defined contribution and defined benefit plans, and corporate and charitable entities. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers, with an emphasis on tailored, mostly non-discretionary solutions integrated within the New York Life affiliate structure.

Nicholas Stonnington Jr. is a CFP® with eight years of industry experience, currently serving as an advisor at Prime Capital Financial. He previously worked at Stonnington Group, LLC, Oracle, and UC Berkeley. Outside of his advisory role, he is involved as an insurance agent and has a part-time role with CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm uses a variety of investment strategies and platforms and provides tax planning and consolidated reporting through affiliated subsidiaries.

Kamran Mubashar is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several major firms, including Wells Fargo and JPMorgan Chase. Mubashar has held concurrent roles at JPMorgan Securities and JPMorgan Bank, offering a range of banking products and services. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, providing 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 functions, supporting a broad set of investment solutions for its clients.

William Dixon is a Series 65–licensed financial advisor at Lido with three years of industry experience. His prior roles include positions at Duke University, Northwestern Mutual, and Life Time Fitness. 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, offering investment management, financial planning, family office services, and retirement and estate planning, with a focus on diversification and options-based strategies.

Neil Greenberger is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. Citigroup Global Markets implements multi-asset, multi-manager strategies and operates with significant institutional scale, including roles as a swap dealer and futures commission merchant.