Shelby Seivert is a financial advisor at Lido with a Series 65 designation and two years of industry experience. Prior to joining Lido, Shelby held roles at firms including Echelon Partners LLC and Owen James. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm offers investment management, financial planning, and family office services with an integrated wealth-management approach that includes tactical and defined-risk option strategies and a range of affiliated capabilities such as in-house trust and tax services.

Charles Bennett is a CFP® with five years of industry experience, currently affiliated with PlanMember Securities Corporation. His prior roles include positions at Surety Investment Services, Inflection Advisors, and Harry Licursi Tax & Retirement Planning. Outside of his advisory work, Bennett is the CEO of an online business specializing in digital ecommerce sales of running insoles. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm offers education, support services, and utilizes a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios.

Dwayne Isaac is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Outside of his advisory role, he serves as president of Isaac Property Management LLC, which manages short-term rental properties. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including in-house research and unique market roles.

Ryan White is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and three years of industry experience. He previously worked at New York University and spent time unemployed before joining Rockefeller Financial in 2022. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Bansi Patel is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab, Patel held roles at Charles Schwab & Co. and has a background that includes significant time in education and community involvement through the Boys and Girls Club. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm offers guidance on asset allocation and investment selection using proprietary models and research tools, with a structure that compensates advisors through Charles Schwab & Co. rather than direct client billing.

Judith Gordon is a financial advisor with Oppenheimer in Los Angeles, CA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. She has been with Oppenheimer since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and advisory services across various asset classes, with both discretionary and non-discretionary account management.

Kyle Morton is a CFA® charterholder based in Los Angeles, CA, with four years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2025. Prior to Mercer, he was affiliated with Seventy2 Capital Wealth Management and Wells Fargo Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and other specialized products.

Yajaira Serrano is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Bank, nA. Serrano is based in Los Angeles, CA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, consulting, and brokerage services. The firm utilizes a Private Advisor model and a consolidated investment platform to deliver a range of discretionary and non-discretionary investment solutions.

Melissa Nasri is a financial advisor at Transamerica Retirement Advisors, LLC with eight years of industry experience. She holds Series 63 and Series 66 designations. Prior to her current role, she worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. She serves as treasurer for the Mark West Elementary PTA in Santa Rosa, CA. Transamerica Retirement Advisors provides services to participants in employer-sponsored retirement plans and IRA owners, focusing on asset allocation and retirement guidance through managed portfolios and non-discretionary recommendations. The firm utilizes Morningstar Investment Management for portfolio construction and serves a large client base with a high client-to-advisor ratio.

James Duncanson is a financial advisor at Lido with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, UBS Financial Services, PKS Advisory Services, and Avitas Wealth Management. Based in Los Angeles, CA, Duncanson has been with Lido Advisors since 2025. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and institutional entities, providing investment management, financial planning, and a range of affiliated trust, tax, insurance, and brokerage services. The firm employs an integrated wealth-management approach with a focus on tactical and defined-risk option strategies, and it acts as sub-adviser to the VanEck U.S. Equity Buffer ETF, among other investment roles.

Tamara Stein is a financial advisor with Hightower Advisors in Encino, CA, holding a Series 66 designation and 23 years of industry experience. She has been with Hightower Advisors and its affiliated broker-dealer, HighTower Securities, LLC, since 2015. Stein also has an administrative services role with Feinberg Stein Financial Services, LLC, which supports her registered investment advisory practice. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach features manager selection and multi-manager solutions using both affiliated and third-party managers, offering a range of portfolio management and financial planning services supported by proprietary research and operational tools.

Matthew Almanza is a financial advisor at Citigroup Global Markets with eight years of industry experience. He has previously worked at UBS Financial Services, Royal Alliance, and NWF Advisory. Almanza holds Series 63 and Series 66 licenses and is based in Los Angeles, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm utilizes multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal oversight committees and a combination of in-house research, lending, and bespoke solutions for large clients.

Gaetano Sacco is a financial advisor at Lido with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lido Advisors, Fountainhead Capital Management, Mass Mutual Investors Services, and METLIFE SECURITIES. He serves as president of Cornerstone Study Group, a nonprofit focused on investment learning and development, and is a sole proprietor of insurance services in New Jersey. Lido advises a broad mix of clients, including high-net-worth individuals, family offices, trusts, and institutional investors, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach combining traditional assets with tactical and defined-risk option strategies, and is notable for its active sub-advisory role and affiliated capabilities across trust, tax, insurance, and brokerage services.

Jonathan Ellinger is a financial advisor at IEQ Capital, LLC in Los Angeles, CA. He holds a Series 65 designation and has been in the financial industry since 2025, with previous experience at Standish Management and roles outside finance including at Fremont Brewing and North Face. He worked for six years at Glendale Country Club prior to his entry into financial advisory. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various institutional clients. The firm employs a macroeconomic research-driven process with customized investment policy statements and offers access to a range of liquid, third-party, and private investment strategies.

Jonathan Teran is a CFP® with 24 years of industry experience, currently advising clients at Lido since 2018. He previously worked at Capstone Pacific Investment Strategies, American Portfolios Advisors, Inc., and Centaurus Financial, Inc. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach incorporating equities, fixed income, alternatives, and tactical option strategies, and is notable for its active sub-advisory roles and affiliated in-house capabilities across trust, tax, insurance, and brokerage services.

Miguel Jacobo is a financial advisor at D.A. Davidson & Co. with six years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Partners Federal Credit Union, JPMorgan Chase Bank, Ameriprise Financial Services, Kinecta Federal Credit Union, Wells Fargo Bank, and Learn4Life. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, and operates under fiduciary standards defined by the Advisers Act and ERISA.

Arin Moradian is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked with multiple firms including Blue Cedar Financial and Insurance Solutions and Capital Edge Insurance & Financial Services, Inc. He is also involved in brokering property and casualty insurance products in addition to life and health insurance. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Donna Feder is a financial advisor with Integrated Wealth Concepts LLC, holding one year of industry experience. She is also a partner at Duffy Kruspodin LLP, a CPA firm where she has worked since 2007. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Scott Bird is a financial advisor at Lido with 12 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Olympus Wealth Management for 10 years and CS Planning Corp for 2 years. Bird is also involved as a member of several investment-related LLCs affiliated with Olympus Wealth Management. Lido serves a wide range of clients including high-net-worth individuals, family offices, trusts, corporations, and pension plans. The firm employs an integrated wealth-management approach combining tactical asset allocation and options strategies, and it is notable for its active sub-advisory role and extensive affiliated capabilities.

Anthony Motamedi is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Planmember Securities Corporation since 2002 and Legacy Financial Group since 2003. Outside of his advisory role, he serves as president of Legacy Financial Group, where he sells fixed annuities and life insurance products. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services such as seminars and personalized retirement planning.