Lewis Shore is a financial advisor at Lido with 51 years of industry experience. He holds a Series 63 designation and has worked at firms including Private Wealth Strategies, Lincoln Investment, and Shore Morgan Young Wealth Strategies. In addition to his advisory role, he is involved in the sale and service of life and health insurance products. Lido serves a broad range of clients, including high-net-worth individuals, family offices, and institutions, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that includes tactical and defined-risk option strategies and is active in sub-advisory roles for ETFs and other investment vehicles.

John Bute is a financial advisor at Lido with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America, Merrill Lynch, Wells Fargo Clearing, and Morgan Stanley. He is also the director of Lido Tax LLC, where he oversees business planning and operational management. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with a focus on tactical and defined-risk option strategies and maintains a notable role as a sub-adviser to investment funds such as the VanEck U.S. Equity Buffer ETF.

Sean Rourke is a financial advisor with Capital Group Private Client Services, Inc., holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His prior roles include positions at Bank of New York Mellon Corp. and City National Bank. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Adam Quarello is a financial advisor at Oppenheimer with 24 years of industry experience. He has been with Oppenheimer since 2009 and previously worked at UBS Financial Services and Ameriprise. Outside of his advisory role, he performs music in public. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, including high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, with a mix of discretionary and non-discretionary management.

Michael Dinardo is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, N.A. He is also the managing member of 3DX Partners, an insurance-related business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves very large institutional investors, including sovereign wealth funds, and supports multiple management platforms and third-party managed solutions.

Brian Haubenstock is a financial advisor at Lincoln Investment with 43 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Lincoln Investment since 2012, following a 14-year tenure at Cincinnati Analysts, Inc. Outside of advising, he serves as President of the Center for Insurance Research and as Chairman of the Board for the Behavioral Diabetes Institute, both nonprofit organizations. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management through model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team and a layered advisor network.

Brock Niederer is a Series 65-licensed advisor at Lido with one year of industry experience. Prior to joining Lido Advisors, LLC, he worked at Spire Outsourcing and spent several years in education, including three years at BYU Idaho. Lido serves a diverse client base, including high-net-worth individuals, family offices, trusts, and institutional investors, providing comprehensive investment management and wealth services. The firm employs an integrated wealth-management approach with a focus on tactical and defined-risk option strategies, and it is notable for its active sub-advisory roles and extensive affiliated capabilities.

Matthew Willis is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing. Willis is based in Los Angeles, CA. 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, while also operating as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services through a consolidated investment platform.

Mark Weinberg is a financial advisor at Oppenheimer in Los Angeles, CA, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has worked at Oppenheimer since 2003 and previously with CIBC World Markets Corp. from 1998 to 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs across equity, balanced, and fixed-income portfolios, employing strategic and tactical asset allocation, manager selection, and customized consulting and retirement services.

Souheir Alrachid is a financial advisor at Eagle Strategies (NY Life) with 17 years of industry experience and holds a Series 66 designation. She has worked previously at AXA Advisors and Farmers Financial Solutions. Alrachid serves as a board member for the Baccash Family Foundation, which provides grants to healthcare and community organizations. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Alexander Gordon is a financial advisor with Mesirow Financial Investment Management, Inc. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at LPL Financial, Brown Wealth Management, Dowling & Yahnke, and eMoney Advisor. Mesirow Financial Investment Management’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, institutional clients, and government entities. The firm utilizes a combination of third-party managers and proprietary private investment products, with a focus on diversified asset allocation and due diligence across various investment types.

Daniel Chesler is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade, Charles Schwab Bank, and New England Securities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and selected Charles Schwab & Co.-referred clients. The firm’s approach is based on standard asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Ariel Da Silva is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked with Oakwood Capital Management and its division ACORN DIGITAL WEALTH before joining Wealth Enhancement Advisory Services in 2021. Based in Los Angeles, CA, his career spans roles at multiple firms within the wealth management sector. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers comprehensive financial planning and asset management services, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Louis Kim is a financial advisor at Lido with one year of industry experience and holds a Series 66 designation. He previously worked at MKL Capital Management LLC, Paceline Partners, The Leaders Group Inc, and Gideon. Outside of his advisory role, he is the managing member of Big D Hotel, LLC, an investment vehicle related to a hotel in Dallas, Texas. Lido serves a wide range of clients including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies and acts as a sub-adviser to various investment funds, supported by affiliated entities providing trust, tax, insurance, and brokerage services.

Phong Luu is a CFA® charterholder with four years of experience at Cerity Partners LLC and sixteen years prior at Covington Capital Management. He is based in Los Angeles, CA. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, institutions, and private funds, and offers customized wealth management services such as investment management, financial planning, and tax services. The firm employs a client-specific investment framework that integrates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

David Hou is a financial advisor at MAI Capital Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Evoke Wealth, LLC, First Republic Investment Management, Inc., Luminous Capital, LLC, and Merrill. MAI Capital Management, LLC provides investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies using various investment vehicles while integrating financial planning and tax services.

Warren Sypinero is a CFP® and CFA® with 15 years of industry experience, currently serving at First Citizens Investor Services, Inc. in Beverly Hills, CA. His career includes roles at Fidelity Brokerage Services LLC, Union Bank, TIAA, and TIAA-CREF. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes IAR-led assessments and applies fundamental, quantitative, and technical analysis across a range of investment products including equities, fixed income, mutual funds, and ETFs.

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.