Kareem Hout is a CFA® charterholder with six years of industry experience. He is currently with MAI Capital Management, LLC and previously worked at Evoke Advisors and First Republic Bank. 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, managing $72.3 billion in assets as of May 2026.

Jason Baldridge is a financial advisor at Lido with a Series 65 designation and four years of industry experience. He has been with Lido Advisors, LLC since 2021. Prior to that, he held positions at OluKai and Boston College. 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 integrated wealth management with diversified investment strategies, including options-based approaches, and frequently serves registered investment companies and pooled strategies through affiliated entities.

Andrew Stewart is a CFA® charterholder with seven years of experience in the financial industry. He currently works at Lido Advisors, LLC and was previously with Exchange Capital Management, Inc. Outside of his advisory role, he serves on the finance committee of St. John’s Episcopal Church and is a member of the Markets Group Private Wealth Advisory Board. He is also involved in community service as a board member of the Huntington Woods Men’s Club and volunteers with the CFA Society Detroit. 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 and options-based strategies, managing assets on a discretionary basis while utilizing third-party managers and sub-advisers when appropriate.

Hasan Shirazi is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds a Series 66 designation 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, execution, and custody services. Citigroup Global Markets combines large institutional scale with specialized market roles, providing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Ruth Melody Chukwunyere is a Series 65-licensed advisor at Mariner with four years of industry experience. Prior to joining Mariner in 2023, she worked at McAdam LLC and has been involved in the hospitality industry through Levy Restaurants since 2017. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, and specialized services such as tax integration and Core Family Office solutions. The firm employs a customized, discretionary portfolio approach supported by an Investment Committee and combines in-house research with third-party manager allocations.

Jeffrey Christie is a financial advisor at Lido with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Investment Security Corporation, Ken Stern & Associates, and Asset Planning Solutions, Inc. He maintains a valid California life insurance license, though he is not actively engaged in insurance business. Lido serves high-net-worth and ultra-high-net-worth clients, family offices, trusts, and other entities with integrated wealth management services that include investment management, financial planning, and estate planning. The firm employs a diversified investment approach and offers options-based strategies while managing assets on a discretionary basis and utilizing third-party managers and sub-advisers as appropriate.

Neil Martin is a financial advisor at Rockefeller Capital Management with four years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Rockefeller Financial LLC prior to his current role. His background also includes roles outside finance, such as positions at JM Construction Services US and the Federal Aviation Administration. Rockefeller Capital Management is an enterprise firm with 157 advisors, providing wealth management and financial advisory services.

Melinda Mchugh is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Lido Advisors, LLC since 2019. Prior to joining Lido, she worked for 11 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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 implements options-based strategies, typically managing assets on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

David Kalata is a Series 66-licensed advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, where he has worked since 2007. He has 22 years of industry experience. HSBC Securities (USA) Inc. offers managed account programs to a broad client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm employs a model-based investment approach with both discretionary and client-directed portfolios, supported by affiliated and third-party providers for advisory, fund selection, and custody services.

Barbara Lommen is a CFP® and Series 65 credentialed advisor at Lido with 10 years of industry experience. She worked at Colorado Financial Management, LLC from 2015 to 2023 before joining Lido Advisors, LLC. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and charitable organizations by providing investment management, financial planning, family office services, and retirement and estate planning. The firm employs a diversified investment approach that includes equities, fixed income, structured notes, real estate debt, and alternatives, often utilizing options-based strategies and third-party asset managers.

Benjamin Klaus is a financial advisor at Lido with a Series 65 credential and one year of industry experience. Prior to joining Lido, he worked in various roles including landscaping, painting, and valet services, in addition to completing his education as a full-time student. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, and institutional clients by providing investment management, financial planning, and family office services. The firm employs an integrated wealth management approach that includes diversification across multiple asset classes and implements options-based strategies both in client accounts and pooled vehicles.

Imran Faruqui is a CFP® professional affiliated with Citigroup Global Markets, with 11 years of experience in the financial industry. His career includes roles at Wells Fargo and JPMorgan prior to joining Citigroup in 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Stepan Ghukasyan is a CFP® credentialed financial advisor at Citigroup Global Markets with one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Citi Bank. Citigroup Global Markets serves individual and institutional clients across a range of wealth management segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research, derivatives and futures services, and bespoke solutions for very large clients.

Angel Matos is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Citigroup, Wells Fargo, and JPMorgan Securities. In addition to his advisory work, he is also an insurance agent appointed with Bankers Life and Casualty Company, writing Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis.

Rebecca Rang is a financial advisor at Lido with five years of industry experience. She holds a Series 65 designation. Her prior roles include positions at Avitas Wealth Management LLC, Sunset West Advisors, and BNG, 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 offers investment management, financial planning, family office services, and retirement and estate planning with an integrated wealth management approach that uses diversification and options-based strategies.

Mitchell Ito is a CFP® at Hightower Advisors in Los Angeles, CA, with one year of industry experience. He previously worked at Aspiriant, LLC for multiple terms between 2018 and 2025 and spent four years at PriceWaterhouseCoopers, LLP. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm’s approach emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party managers, with a focus on portfolio construction that includes mutual funds, ETFs, alternative investments, and custom indexing.

Alexander Cargal is a financial advisor with Hightower Advisors in Los Angeles, holding a Series 66 designation and seven years of industry experience. His background includes four years at Morgan Stanley and multiple roles at Gonzaga University. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research to offer discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Homer Jonathan Wilson is a CFP® with 31 years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Polaris Wealth Advisory Group, Ally Invest Securities, and Silver Oak Securities, Inc. He also has a long tenure with Carolina College Prep, Inc. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory and offers a range of investment solutions alongside financial and estate planning services.

Richard Rosenthal is a financial advisor at Lido with two years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Lido, he worked at PFM Asset Management and US Bank. 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 integrated wealth management services including investment management, financial planning, family office services, and estate planning, with a focus on diversification and options-based strategies.

Kambiz Nassiri is a financial advisor with VOYA Financial Advisors, Inc. in Encino, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is also an independent insurance agent specializing in fixed annuity sales. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base that includes individuals, charitable organizations, corporations, and plan sponsors. The firm employs a combination of model portfolios and manager-driven sleeves, providing both discretionary and predominantly non-discretionary investment guidance through various adviser-led programs.