Jason Blumberg is a financial advisor at Lido with 11 years of industry experience. He holds the Series 65 designation and has been with Lido Advisors, LLC since 2015, including a recent role at IDB Lido Wealth, 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 uses an integrated wealth management approach emphasizing diversification and options-based strategies, managing assets on a discretionary basis and often employing third-party managers and sub-advisers.

Michael Lindeman is a financial advisor at Lido with a Series 66 designation and six years of industry experience. Prior to joining Lido in 2025, he worked at RBC Capital Markets from 2018 to 2025. His earlier experience includes roles in recreation management and retail. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, and various institutional clients, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach with diversification across multiple asset classes and utilizes options-based strategies implemented directly in client accounts and through pooled vehicles.

Lynn Newman is a CFP® with 33 years of industry experience, currently serving at Eagle Strategies (NY Life) in Los Angeles, CA. She has worked with New York Life Insurance Company since 1991 and Nylife Securities LLC since 1992. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice and solutions across multiple program types and manages a significant portion of its assets on a non-discretionary basis.

Andrea Osorio is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2017 and JP Morgan Securities since 2016. 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 implements multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including acting as a swap dealer and futures commission merchant.

Kevin Betts is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and 14 years of industry experience. His prior experience includes roles at CNR Securities, Citigroup, Rim Securities, City National Rochdale, Beneco, T Rowe Price, and American Funds. RBC Rochdale serves a diverse client base, including high net worth individuals, corporations, and charitable organizations. The firm employs a multi-strategy investment approach combining quantitative screening, fundamental analysis, and a proprietary Galaxy asset-allocation tool to tailor portfolios across various asset classes.

Larry Phillips Jr. is a financial advisor with Commonwealth Financial Network in Simi Valley, CA, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at Muskate Financial and Commonwealth Financial Network since 2009. Outside of advising, he is a notary public. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, allowing advisors discretion in portfolio construction alongside model portfolios managed by its Investment Management and Research team.

Gregory Iglow is a financial advisor at Oppenheimer with 29 years of industry experience. He holds the Series 63 designation and has been with Oppenheimer since 2007. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Carol Casebolt is a CFP® with 15 years of industry experience, currently affiliated with Mercer Global Advisors Inc. She previously worked at Martin & Company Tax and Wealth Advisors, Avantax Advisory Services, Avantax Investment Services, Inc., and TD Ameritrade. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of implementation options such as ETFs, mutual funds, and separate account solutions.

Brandon Nie is a financial advisor at Lido with Series 66 credentials and five years of industry experience. His prior roles include positions at Bessemer Trust, UBS Financial Services, and SLC CPAs. 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 a diversified investment approach across multiple asset classes and options‑based strategies, managing assets primarily on a discretionary basis and utilizing third‑party managers and sub‑advisers.

John Hastings is a financial advisor at Lido with 14 years of industry experience and holds a Series 65 designation. He previously worked at Jackson Hole Capital Partners for 10 years and Financial Solutions for three years before joining Lido. 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, retirement and estate planning, and access to third-party managers and sub-advisers through an integrated wealth management approach that includes options-based strategies and diversified asset allocation.

Lorin Rivers is a financial advisor at Hornor, Townsend & Kent, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Penn Mutual Life Insurance Company and Northwestern Mutual. In addition to his advisory role, Rivers is involved in life insurance brokerage through Empire Wealth Strategies. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services and employs third-party asset managers within a framework that includes discretionary and non-discretionary account options.

Daniel Lopez is a financial advisor with Eagle Strategies (NY Life) based in Thousand Oaks, CA. He holds a Series 66 designation and has seven years of experience in the financial services industry. His prior experience includes roles at Ameriprise Financial Services, MDR Insurance & Financial Services, and NYLIFE Securities LLC. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers customized advice through multiple program types and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Elliott Brack is a financial advisor with MAI Capital Management, LLC, holding a Series 65 license and one year of industry experience. His prior work includes roles at Evoke Advisors, Manhattan West, and Gursey Schneider, LLP. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and incorporates financial planning, tax, and administrative services, with $72.3 billion in assets under management as of May 2026.

Christopher Lee is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He holds a Series 66 designation and previously worked at The Sterling Group from 2016 to 2019. 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 offers a range of portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Mariella Caruso is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA. She holds a Series 65 license and has two years of industry experience. Prior to joining Capital Group, she worked at IEQ Capital, LLC and AdvicePeriod / Mariner Wealth Advisors. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach that emphasizes fundamental research and long-term horizon investing. The firm implements portfolios through separately managed accounts, pooled investment vehicles, and also offers access to private-equity and alternative strategy funds.

Evan Hunter is a financial advisor at Hightower Advisors in Los Angeles, holding CFP®, CFA®, and Series 66 designations, with nine years of industry experience. Prior to joining Hightower in 2021, he worked at Fidelity Brokerage Services and West Coast Financial, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services such as discretionary portfolio management, financial planning, and retirement plan consulting.

Michael Johns is a CFP® professional with 26 years of industry experience. He currently works at Mercer Global Advisors Inc., where he has been since 2018, and previously held roles at TIAA and Tiaa from 2010 to 2018. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, employing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management strategies.

Sameer Ferrell is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at RBC Securities, Comerica Securities, and Merrill. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs primarily for individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory approach includes both point-in-time planning services and ongoing discretionary portfolio management, with a fiduciary standard applied to its RIA services.

Benjamin Finan is a CFP®-credentialed financial advisor at Lido with nine years of industry experience. Prior to joining Lido, he worked at 1st Source Bank and LPL Financial for seven years and held positions at Fidelity and Signpost. Outside of his advisory role, he serves as a basketball referee. Lido provides wealth management services to high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations. The firm employs a diversified investment approach across multiple asset classes and offers tailored strategies such as options-based management and access to third-party managers.

Jason Lee Sr. is a financial advisor at Lido with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fountainhead Capital Management, Morgan Stanley Private Bank, Merrill, and Bank of America. He operates out of Los Angeles, CA. 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 through discretionary management and third-party sub-advisers.