William Dixon is a Series 65–licensed financial advisor at Lido with three years of industry experience. His prior roles include positions at Duke University, Northwestern Mutual, and Life Time Fitness. 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, offering investment management, financial planning, family office services, and retirement and estate planning, with a focus on diversification and options-based strategies.

Douglas Scotti is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2007. Outside of his advisory role, he manages Scotti's Original Springs, LLC, a business involved in trademark management. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles, including in-house research, swap dealing, and futures commission merchant services.

Christian Tiscareno is a financial advisor at Lido with 10 years of industry experience and a Series 66 credential. His prior roles include positions at BluePointe Capital Management, Fisher Investments, and Securities America. He serves as a chapter leader for the Gates Millennium Scholars Alumni Association in the Silicon Valley/San Francisco area and is involved with FindMyVote.org, a website that helps voters locate polling places and voter registration information. 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 featuring diversification across multiple asset classes and options-based strategies, often managing assets on a discretionary basis and collaborating with third-party managers and sub-advisers.

Richard Ratner is a financial advisor at Hightower Advisors in Los Angeles, holding a Series 65 designation with five years of industry experience. Prior to joining Hightower Advisors, he worked at CBRE, Inc for 13 years. He serves as a board member of the Cedar Sinai Board of Governors. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, with an emphasis on discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Roy Elliott Jr. is a financial advisor at Lido with 24 years of industry experience and holds a Series 66 designation. He has previously worked at First Republic Investment Management, First Republic Securities Company, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory role, Elliott serves as a non-voting board member of Oncology and Kids, a nonprofit focused on supporting children affected by cancer. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs an integrated wealth management approach emphasizing diversified investments across equities, fixed income, structured notes, real estate debt, and alternatives, often implementing options-based strategies and managing assets on a discretionary basis.

Marcus Braun is a financial advisor at Lido with a Series 66 designation and three years of industry experience. He previously worked at UBS Financial Services and Equitable Advisors. Braun is involved with Credit Abuse Resistance Education (CARE) in Los Angeles, where he provides financial literacy presentations, and serves on the Finance Committee of the Notre Dame Club of Los Angeles. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs an integrated wealth management approach that includes diversification across various asset classes and uses options-based strategies often managed on a discretionary basis, with a notable focus on serving registered investment companies and managing options-focused pooled strategies.

Shannon Sahli is a financial advisor at Lido with a Series 65 license and two years of industry experience. Prior to joining Lido Advisors, LLC, she worked at JetBlue Airways and Starbucks. 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 with an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Ryan Cosgrove is a Series 65-licensed financial advisor with seven years of industry experience. He currently works at Lido Advisors, LLC and has held prior roles at Financial Engines Advisors L.L.C., LifeTyme Financial Group, Alpha Squared Capital, and Ronancio Wealth Management. 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 emphasizing diversification and options-based strategies, and it frequently manages assets on a discretionary basis while utilizing third-party managers and sub-advisers.

Daniel Weitzman is a CFP® professional at Lido with five years of industry experience. He has worked at Lido Advisors since 2019 and previously held positions at RAI Wealth Management and VACA. Outside of finance, he was involved with Catering by Greg from 2015 to 2017. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations. The firm offers comprehensive wealth management services with a focus on diversification and options-based strategies implemented through discretionary management and third-party sub-advisers.

Sebastian Ferro Sequedo is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Smith Barney LLC, Bank of America, N.A., Merrill, and Julius Baer International Ltd. Sebastian is based in Beverly Hills, CA. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research, swap dealer activities, and bespoke discretionary solutions for very large relationships.

Leah Melendez is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 15 years. 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 with both discretionary and non-discretionary options, supported by in-house research and a large institutional platform.

Anmol Multani Kohal is a financial advisor with Lincoln Investment and holds a Series 66 designation. He has two years of industry experience and previously worked at Equitable Advisors and ZS Associates. Kohal is also involved as an Associate Planner in training with The Rawls Group, supporting business succession planning. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and advisory services, utilizing both strategic and dynamic investment approaches managed by its in-house Investment Management & Research team.

Fazel Mostashari is a CFP® and PFS™ credentialed advisor with 11 years of industry experience. He is currently affiliated with TLG Advisors, Inc. and has previously worked with The Leaders Group Inc, Independent Financial Group, and Mostashari & Associates, Wealth Specialists. Outside of his advisory role, he is involved in accounting and tax advisory through an ownership interest in Dentist Nerds Inc. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, and institutional investors. The firm utilizes fundamental analysis and Modern Portfolio Theory in its manager selection and portfolio construction, offering services through independent advisors, sub-advisors, and a direct-to-consumer digital platform called Starlight Portfolios.

Garrett Gabriel is a financial advisor at Lido with a Series 65 designation and four years of industry experience. He has been with Lido Advisors, LLC since 2021. Prior to his advisory role, his work history includes positions outside of financial services, such as roles in the restaurant industry and other short-term employments. Lido advises 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, emphasizing an integrated wealth management approach that includes diversified asset classes and options-based strategies.

Daniella Amore is a CFP® with four years of industry experience currently working at Lido Advisors, LLC. Prior to joining Lido, she worked at Exchange Capital Management and has a background that includes roles at Eddie Bauer and Oakland University. She is also a Notary Public in the state of Michigan, providing services on an ad-hoc basis to existing clients. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs an integrated wealth management approach utilizing diversification across various asset classes and options-based strategies, managing assets primarily on a discretionary basis while using third-party managers and sub-advisers as needed.

Scott Berman is a financial advisor at Lido with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Coliseum Wealth Management and Triad Advisors. Outside of his advisory role, he is president and owner of The Hedgehog Group, a sales and business consulting firm. 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 integrated wealth management, including investment management, financial planning, and family office services, with a focus on diversification and options-based strategies implemented both directly and through pooled vehicles.

Joshua Markman is a financial advisor at Hightower Advisors with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Bel Air Investment Advisors LLC, Bel Air Securities LLC, and Bel Air Management Company LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes manager selection and multi-manager solutions through affiliated and third-party managers, utilizing proprietary research and a variety of investment vehicles.

Brenda Karczag is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 35 years of industry experience, primarily with Guardian Life and its affiliated entities. Karczag also engages in outside insurance sales as a secondary business activity. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services.

Corrie Feldotto is a financial advisor at TLG Advisors, Inc. with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Princor Financial Services Co and Principal Life Insurance Co. Outside of her advisory role, she serves as a Senior Life Specialist in the insurance business at GBS. TLG Advisors, Inc. serves a diverse client base that includes individuals, high-net-worth clients, trusts, and institutional investors. The firm’s investment approach focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering both traditional and digital portfolio management solutions.

Stephen Rigali is a financial advisor with Kayne Anderson Rudnick Investment Management, LLC, holding a Series 63 designation and 47 years of industry experience. He has been with Kayne Anderson Rudnick since 1991 and also serves as a board member for Tarantula Hill Brewing Company, a brewing business in Thousand Oaks, California. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a range of institutional and individual clients, including pension plans, insurers, banks, family offices, and high-net-worth individuals. The firm employs fundamental, company-level research with governance and sustainability assessments across active equity and fixed-income strategies, managing approximately $58 billion in total assets.