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. in Pasadena, CA, holding a Series 66 credential and 15 years of industry experience. He previously worked at Mass Mutual Investors Services and Axa Advisors. In addition to his advisory role, he is actively involved in insurance sales as a licensed agent. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs, financial planning, and third-party manager introductions. The firm employs a combination of affiliated and unaffiliated sub-advisers and utilizes portfolio strategies based on asset allocation and Modern Portfolio Theory, while also maintaining legacy market-timing and momentum-based approaches.

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 11 years of industry experience. He holds Series 63 and 65 licenses and has worked previously at Wells Fargo Clearing Services, JPMorgan Chase Bank, and J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale alongside its unique market roles.

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.

Jeremy Curtis is a CFP® with six years of industry experience. He is currently with Lido Advisors, LLC and has held previous roles at Strata Wealth Advisors, Guardian Life Insurance Company, The Curtis Law Firm, Lightstone Wealth Planning Solutions, Avidian Wealth Solutions, New York Life Insurance Company, and Integrated Wealth Counsel. Lido advises 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 diversified asset classes and options-based strategies implemented both directly and through pooled vehicles.

Neil Greenberger is a financial advisor at Citigroup Global Markets with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. Citigroup Global Markets combines large institutional scale with distinctive market roles, including in-house research and derivatives services, to support its multi-asset, multi-manager investment strategies.

Douglas Scotti is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2007. Outside of his advisory role, he manages Scotti's Original Springs, LLC, a business involved in trademark management. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles, including in-house research, swap dealing, and futures commission merchant services.

Christian Tiscareno is a financial advisor at Lido with 10 years of industry experience and a Series 66 credential. His prior roles include positions at BluePointe Capital Management, Fisher Investments, and Securities America. He serves as a chapter leader for the Gates Millennium Scholars Alumni Association in the Silicon Valley/San Francisco area and is involved with FindMyVote.org, a website that helps voters locate polling places and voter registration information. 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 featuring diversification across multiple asset classes and options-based strategies, often managing assets on a discretionary basis and collaborating with third-party managers and sub-advisers.

Nora Mc Cormack is a financial advisor at Capital Group Private Client Services, Inc. with 18 years of industry experience. She holds the Series 66 designation and has previously worked at Franklin Templeton, USAA Investment Management Company, and Merrill. Capital Group Private Client Services provides discretionary investment management mainly to high-net-worth individuals and charitable organizations, offering access to separately managed accounts, mutual funds, ETFs, and private-equity and alternative strategy funds. The firm employs a multi-manager approach rooted in fundamental research and a long-term investment horizon.

Richard Ratner is a financial advisor at Hightower Advisors in Los Angeles, holding a Series 65 designation with five years of industry experience. Prior to joining Hightower Advisors, he worked at CBRE, Inc for 13 years. He serves as a board member of the Cedar Sinai Board of Governors. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, with an emphasis on discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Roy Elliott Jr. is a financial advisor at Lido with 24 years of industry experience and holds a Series 66 designation. He has previously worked at First Republic Investment Management, First Republic Securities Company, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory role, Elliott serves as a non-voting board member of Oncology and Kids, a nonprofit focused on supporting children affected by cancer. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs an integrated wealth management approach emphasizing diversified investments across equities, fixed income, structured notes, real estate debt, and alternatives, often implementing options-based strategies and managing assets on a discretionary basis.

Kevork Dulgeryan is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 66 designation and four years of industry experience. Prior to joining Capital Group, he worked at JPMorgan Chase Bank and practiced law at Dulgeryan Law PC. He also has experience with the California Community Foundation and Deloitte. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach centered on fundamental research and long-term investing.

Marcus Braun is a financial advisor at Lido with a Series 66 designation and three years of industry experience. He previously worked at UBS Financial Services and Equitable Advisors. Braun is involved with Credit Abuse Resistance Education (CARE) in Los Angeles, where he provides financial literacy presentations, and serves on the Finance Committee of the Notre Dame Club of Los Angeles. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs an integrated wealth management approach that includes diversification across various asset classes and uses options-based strategies often managed on a discretionary basis, with a notable focus on serving registered investment companies and managing options-focused pooled strategies.

Shannon Sahli is a financial advisor at Lido with a Series 65 license and two years of industry experience. Prior to joining Lido Advisors, LLC, she worked at JetBlue Airways and Starbucks. 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 with an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Alan Yang is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and three years of industry experience. His prior work includes roles at TransGlobal Advisory LLC and FKC International Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active management, supported by an internal Investment Committee and a range of implementation tools and services.

Chun Mo Ng is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. He has worked at Citibank since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and integrates both discretionary and non-discretionary investment approaches.

Sean Mounce is a financial advisor with Guardian Life and holds a Series 66 license. He has two years of industry experience and has worked with Park Avenue Securities and Merlin Financial Services. He serves on the board of the North Redondo Beach Business Association. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser offering brokerage services, financial planning, and retirement consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm provides a range of advisory programs using both proprietary and third-party models.