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. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles using a risk-aware approach that combines strategic asset allocation, manager selection, and active and passive implementation 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 12 years of industry experience. He holds a Series 66 designation and previously worked at Personal Capital Advisors and Empower Advisory Group. 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, and family office services using a diversified, options-based approach implemented through discretionary management and third-party sub-advisers.

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.

Abraham Galvez is a financial advisor at PlanMember Securities Corporation with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked in financial advisory roles since 2023. Outside of finance, he is co-owner and accountant of NewHorizonsDMS, LLC, a digital marketing and accounting business. 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 employs a strategic asset allocation process with risk-based mutual fund portfolios and offers education, personalized planning, and support services to plan sponsors and participants.

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.

Itziar Ramos is a financial advisor at TLG Advisors, Inc. with 25 years of industry experience. Her prior work includes over two decades at Gold Coast Securities, Inc., followed by brief tenures at Peak Brokerage Services, LLC and Blackridge Asset Management, LLC. Ramos also works as an independent insurance agent. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm combines traditional portfolio management and fiduciary services with a direct-to-consumer program called Starlight Portfolios, employing fundamental analysis and Modern Portfolio Theory in its investment approach.

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.

Dennis Salem is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2012. He is based in Newbury Park, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles including in-house research and futures commission merchant operations.

Gary Levenstein is a financial advisor with Hightower Advisors, holding a Series 63 designation and 34 years of industry experience. His prior roles include positions at Lindbrook Capital, LLC and Jess S. Morgan & Co., Inc. Since 2022, he has served as a board observer for Endera Corp, a private company. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes proprietary research and a combination of affiliated and third-party managers. The firm serves pension plans, charitable organizations, corporations, trusts, and other financial institutions through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

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.

Matthew Meenan is a Series 65-licensed advisor at Lido with one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company, as well as LPL Financial. 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 an integrated wealth management approach with diversification across various asset classes and options-based strategies.

William Muskat is a CFP® professional with over 41 years of industry experience. He has been affiliated with Commonwealth Financial Network since 2009 and also operates Muskate Financial. Muskat serves as a trustee for a familial trust outside of his advisory work. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and back-office services. The firm provides technology, compliance, and investment management support while allowing advisors discretion in portfolio construction and access to various model portfolios and program structures.

Corrina Olson is a CFP® with nine years of industry experience, currently serving at Lido Advisors, LLC. Her prior roles include positions at Copperwynd Financial and The Vanguard Group, Inc., as well as an early career role at Grand Canyon University. She is also licensed as an Independent Insurance Agent in Arizona and Utah, though she spends minimal time in this capacity. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities, providing investment management, financial planning, and family office services. The firm employs an integrated wealth management approach that includes diversification across multiple asset classes and implements options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers.

Elizabeth Miller is a financial advisor at Hightower Advisors with eight years of industry experience. She holds the Series 65 credential and has worked at Hightower since 2021, following five years at Bel Air. Based in Los Angeles, CA, she focuses on providing investment advisory services. Hightower Advisors delivers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a range of investment vehicles.

Gianni De La Cruz is a CFP® professional with 13 years of industry experience. He is currently with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., having previously worked for ten years at The Vanguard Group, Inc. in Los Angeles, CA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across various asset classes. Its advisory services utilize standard asset allocation models and Schwab research tools, with final trading decisions made by clients.

Michael Brimhall is a Series 65-credentialed advisor with five years of industry experience. He is currently with MAI Capital Management, LLC and previously worked at Evoke Advisors and Bel Air Advisors. Prior to his advisory roles, he spent four years at Brigham Young University. MAI Capital Management, LLC 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 offers a range of investment strategies and combines financial planning with tax and administrative services, managing over $72 billion in assets as of May 2026.

Jennifer Mason is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and three years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Bank, accumulating over a decade of experience in financial services. Outside of her advisory role, Mason is involved as an independent business owner for Amway, focusing on retail sales of health, home, and beauty products. 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 portfolio management, financial planning, consulting, and operates as a registered broker-dealer, providing a range of investment and banking services through a Private Advisor model and consolidated investment platform.