Alyssa Lecca La Cruz is a financial advisor at Lido with a Series 65 designation and one year of industry experience. Her prior work includes roles at Freestone Capital Management and Angel of the Winds Casino, as well as experience in the food service industry and retail. 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, employing an integrated wealth management approach that includes diversification across asset classes and options-based strategies.

Mark Schindler is a CFP® with 44 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2014. He previously worked at Planmember Securities Corporation and Brookstreet Securities Corporation. In addition to his advisory role, Schindler acts as an agent for a Self Insured Medical Reimbursement Plan, presenting healthcare-related tax-saving opportunities to business owners and benefit managers. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning options. The firm uses a combination of affiliated and unaffiliated sub-advisers and employs both asset allocation and market-timing strategies within its portfolio management.

Afrin Ahmed is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs as well as execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles and commercial arrangements.

Robert Baron is a CFA® charterholder with 27 years of industry experience. He is currently with Citigroup Global Markets, where he has worked since 2018. Prior to that, he held positions at J.P. Morgan Securities Inc. and J.P. Morgan Chase Bank, NA. 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, and offers a broad range of advisory and execution services.

Peter Chang is a financial advisor at MAI Capital Management, LLC with 17 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked previously at Evoke Wealth, LLC and First Republic Securities Company, LLC. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of strategies tailored to client objectives and offers integrated financial planning, tax, and administrative services.

Albert Sedaghatpour is a financial advisor at Citigroup Global Markets in Los Angeles, CA, holding Series 63 and Series 65 licenses with three years of industry experience. He has worked at Citigroup since 2018 and previously held positions at Diamond Business Loans and other firms. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm’s approach includes multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs, supported by in-house research and unique market roles.

Ricardo Ramirez is a financial advisor at HSBC Securities (USA) Inc. with 29 years of industry experience. He holds a Series 66 designation and has worked at HSBC Bank USA N.A. and HSBC Securities (USA) Inc. for over a decade, as well as several other firms earlier in his career. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations. The firm employs a structured investment process with multiple risk profiles and combines strategic and tactical asset allocation in partnership with HSBC Global Asset Management and other affiliates.

Shant Gourdikian is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA. He holds Series 63 and Series 65 designations and has 25 years of experience within the Capital Group organization. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm employs a multi-manager investment approach based on rigorous fundamental research and typically allocates client assets among separately managed accounts and pooled investment vehicles.

Landen Silbowitz is a financial advisor at Lido with a Series 65 designation and two years of industry experience. Prior to joining Lido, he worked at Chimera Securities LLC and held various roles at the University of Maryland. 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, integrated wealth management approach that includes options-based strategies and third-party asset management.

Christopher Tiano is a financial advisor at Cresset Asset Management, LLC with three years of industry experience. He previously worked at Lazard Asset Management LLC for two years and DNB Markets, Inc. for ten years. He holds Series 63 and Series 65 licenses and is based in Los Angeles, CA. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive investment strategies across various asset classes.

Kirstie Hunt is a financial advisor at Lido with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Lido Advisors, Avitas Wealth Management, Elevation Consultants, and JP Morgan Chase Bank. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach with diversification across multiple asset classes and implements options-based strategies, managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Edward Gueits II is a financial advisor at Lido with 13 years of industry experience and holds a Series 66 designation. His prior work includes roles at Personal Capital Advisors, Empower Advisory Group, and Edward Jones. 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, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Nicholas Sturgis is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Lido. His prior roles include positions at Waverly Advisors, Paces Ferry Wealth Advisors, Invesco, and John Hancock. 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 multiple asset classes and implements options-based strategies both in client accounts and pooled vehicles.

Colman Garvey is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior work history includes roles at Rivel Inc, i(X) Securities, and i(X) Net Zero PLC, as well as time at the University of Southern California. 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, utilizing a diversified and options-based investment approach across various asset classes.

Julinda Milla is a financial advisor at Lido with six years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley, Nuveen Securities LLC, Core Spaces, and Chauner Securities. 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, integrated wealth management approach that includes options-based strategies and sub-advisory roles for registered investment companies.

Andrew Nathin is a CFP® at Lido with one year of industry experience. His prior roles include positions at Satovsky Asset Management, Kore Private Wealth, and Mariner Wealth Advisors. Outside of his advisory work, he has experience with Camp Scatico. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach with diversified strategies across multiple asset classes and manages assets both directly and through pooled vehicles, often using third-party managers and sub-advisers.

Paul Anello is a financial advisor at Lido with 21 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes four years at Fisher Investments and twelve years at FIDELITY Brokerage Services 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 with diversification across various asset classes and uses options-based strategies implemented both directly and through pooled vehicles.

Gary Levenstein is a financial advisor at Hightower Advisors with 34 years of industry experience. He holds a Series 63 designation and has previously worked at Lindbrook Capital, LLC and Jess S. Morgan & Co., Inc. He serves as a board observer for Endera Corp, a private company based in Pomona, CA. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct portfolios.

Naira Melkonyan is a financial advisor with Citigroup Global Markets in Los Angeles, CA, holding Series 63 and Series 66 credentials and possessing 12 years of industry experience. She has worked at Citigroup Private Bank since 2013. Outside of her advisory role, she serves as a Notary Public, providing services to friends and family. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody 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.

Heather Kwong is a financial advisor at IEQ Capital, LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at Burnham Gibson Wealth Advisors and Equitable Advisors, with additional experience at the University of California, Irvine. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, non-profit organizations, and other entities. The firm’s investment process is driven by centralized macroeconomic research and includes multi-phase due diligence, with a focus on clients typically having net worths of $10 million or more.