Maher Askary is a financial advisor at Lido with a Series 65 credential and experience at firms including Envision Capital Group, Partners Capital Group, and AD Asset Management. He has served as managing director of an investment fund for commercial real estate that is currently closing. Lido provides investment management and wealth-planning services to a diverse client base, including high-net-worth individuals, family offices, and institutional investors. The firm uses an integrated wealth-management approach that includes tactical option strategies and active sub-advisory roles, supported by a broad network of affiliated entities.

Warren Johnson is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with large institutional scale and unique market roles.

Adam Castillo is a financial advisor at Lido with the Series 66 designation and four years of industry experience. Prior to joining Lido in 2022, he worked at LPL Financial and has experience with Mondelez International and California State University of San Marcos. He was also involved with the North County Basketball Officials Association from 2018 to 2020. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional clients, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with a range of asset allocations and tactical option strategies, and is known for its active sub-advisory roles and affiliated capabilities in trust, tax, and brokerage services.

Jeffrey Kaufmann is a financial advisor at Lido with 19 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Boston Private Wealth, SVB Wealth, Banyan Partners, 15430 Endeavour Drive, Inc., and UBS Financial Services. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and corporations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with a range of investment strategies and maintains active roles in sub-advisory and investment-company services.

Jordan Sadoff is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation. He has been with the firm since 2026 and has prior experience at Skechers as well as roles at UCLA and the University School of Milwaukee. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.

Kevin Friedman is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2017, following a brief tenure at Wells Fargo Clearing. Outside of his advisory role, he serves as a Krav Maga instructor for law enforcement and military personnel and is a member of the Tucson Delta Chi Alumni Board. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, and various institutional clients. The firm provides a wide range of investment programs and advisory services, including discretionary and non-discretionary management across multiple asset classes, with a distinctive emphasis on custody of client assets and substantial non-discretionary advisory assets.

Andrea Grumley is a CFP® professional with four years of experience at EP Wealth Advisors and three years prior experience at Homewood Capital Management. Before entering the financial industry, she worked as a self-employed editor. She is based in Torrance, CA. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation, using customized portfolios and a blend of fundamental, technical, and cyclical analysis.

Conner Grzenia is a CFP® with five years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. Prior to joining EP Wealth Advisors, he worked at Rappaport Reiches Capital Management and Cetera Investors. Before entering the financial services industry, he held positions at Move and Store and worked in education at the University of Illinois and a public school. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients, using customized portfolios built with a mix of fundamental, technical, and cyclical analysis.

Louis Flamino is a financial advisor at Lido with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Lido Advisors, LLC since 2016 and at Lido IDB Wealth, LLC since 2024. Flamino performs services for both entities under a services agreement, though he is employed and compensated by Lido Advisors, LLC. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering integrated wealth management, financial planning, and family office services. The firm employs a tactical investment approach that includes options strategies and manages approximately $42.5 billion in assets across discretionary accounts, sub-advisers, and affiliated private funds.

Kevin O’Regan is a CFP® credentialed financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 19 years of industry experience. He has previously worked at Blackstone Advisory Partners L.P. and The Blackstone Group, and has been with Kayne Anderson Rudnick since 2019. He also holds Series 63 and Series 66 licenses. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, family offices, and high-net-worth individuals. The firm focuses on fundamental, company-level research and incorporates proprietary governance and sustainability assessments in its portfolio construction, managing a range of active equity and fixed-income strategies.

Sean Cartin is a CFP® and Series 66-licensed financial advisor with 16 years of industry experience. He has worked with EP Wealth Advisors since 2013 in various capacities. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios and a mix of fundamental, technical, and cyclical analysis.

Samuel Melchiorre is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and seven years of industry experience. He has been with City National Rochdale since 2018 and worked at PFM Asset Management from 2016 to 2018. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, nonprofit organizations, and government entities. The firm employs an active, multi-strategy investment approach that integrates quantitative screening, fundamental analysis, and proprietary tools to create tailored portfolios across various asset classes.

Asanda Dlamini is a financial advisor at EP Wealth Advisors with a Series 65 designation and one year of industry experience. Prior to joining EP Wealth Advisors, Dlamini worked in homemaking and held positions at Sanlam Investments and Direct Axls. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by providing wealth management, discretionary portfolio management, and financial planning services. The firm employs customized model portfolios with ongoing monitoring and rebalancing, and offers ancillary services such as tax preparation and estate-document assistance for qualified clients.

David Sadkin is a financial advisor at Hightower Advisors with 20 years of industry experience and holds a Series 66 designation. He previously worked with Bel Air Investment Advisors and Bel Air Securities LLC for 15 years and was a partner at Bel Air Management Company LLC. Sadkin serves on the finance and investment committees of The Buckley School and Temple Israel of Hollywood, as well as the investment committee of Cedars Sinai Medical Center. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research in its portfolio construction.

John O’Toole Jr. is a financial advisor at EP Wealth Advisors with Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Warren Financial Service, RBC Capital Markets, and Citigroup Global Markets. EP Wealth Advisors serves individuals, including high-net-worth clients, as well as corporate and business clients and retirement plans. The firm offers customized wealth management and financial planning services, employing a variety of investment strategies and providing ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Dylan Fagundes is a financial advisor at Lido in Los Angeles, CA, holding a Series 65 designation. He has previously worked at Pacific Premier Trust, Kroenke Sports & Entertainment, and Jacquard Hotel. His career also includes experience at Malm and Fagundes LLP and other diverse roles prior to entering the financial services industry. Lido serves a broad client base, including high-net-worth individuals, family offices, charitable organizations, and pension plans, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach featuring tactical and defined-risk option strategies and maintains a notable role as a sub-adviser to various investment funds.

Kang Lee is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked at several firms, including JP Morgan Chase Bank, N.A., J.P. Morgan Securities, First Republic Securities Company, LLC, and Miramontes Capital. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program and Managed Account program, alongside commission-based brokerage and other non-discretionary services.

Jacob Eggett is a CFP® professional with 20 years of experience in the financial services industry. He is currently an advisor at Lido Advisors, LLC, where he has worked since 2025. His prior experience includes roles at Copperwynd Financial, LLC, TD Ameritrade, Inc., and Fidelity. Outside of his advisory work, he is a trustee of a family trust connected to an online food blog. Lido serves a diverse client base that includes high-net-worth individuals, family offices, trusts, charitable organizations, and institutional clients. The firm offers integrated wealth management through a mix of traditional and alternative investments, tactical option strategies, and a network of affiliated entities providing trust, tax, insurance, and brokerage services.

Matthew Bloom Krull is a CFP® with 19 years of industry experience, currently serving as an advisor at Lido since 2025. He previously worked at Olympus Wealth Management for 10 years and J.P. Morgan Securities for 5 years. Krull is a board member of Methodists Helping Methodists, a nonprofit organization. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, and institutional investors, providing integrated wealth-management services that incorporate tactical and defined-risk option strategies. The firm manages approximately $42.5 billion in regulatory assets and offers a broad range of affiliated capabilities such as trust, tax, insurance, and brokerage services.

Roberto Paredes is a financial advisor at Lido with Series 63 and Series 65 credentials and 32 years of industry experience. His career includes roles at Mariner Wealth Advisors, Wells Fargo Clearing, and Banc of America Investment Services. He has been with Lido Advisors, LLC since 2021. Lido serves a diverse client base, including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm uses an integrated wealth-management model with a range of investment strategies and maintains a notable role in sub-advisory and investment-company services.