Patrick Savage is a financial advisor at Lido with Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Pegasus Partners, North Capital Private Securities, Continental Properties, and ROBERT W. BAIRD & Co. 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 options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers and sub-advisers as appropriate.

Victoria Frazier is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 licenses. She has 24 years of industry experience, including 20 years at Merrill and has been with Citigroup since 2018. Citigroup Global Markets serves individual and institutional clients through Citi Private Bank, Citi Global Wealth at Work, and Citi Personal Wealth Management, offering a wide range of investment advisory programs and custody services. The firm uses multi-asset, multi-manager strategies and maintains a combination of large institutional scale with specialized market roles and arrangements.

Jonathan Drubner is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2025. His prior roles include positions at Lindbrook Capital, LLC, Intersect Capital LLC, and L & S Advisors, Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager investment approach that includes both affiliated and third-party managers, along with proprietary research and custom portfolio construction.

Amy Lange is a financial advisor at Cerity Partners LLC in Los Angeles, CA, holding the CFP®, CFA®, and Series 63 designations with four years of industry experience. She previously worked at Covington Capital Management for 17 years prior to joining Cerity Partners in 2022. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and charitable organizations. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Evan Levy is a financial advisor at Lido with 13 years of industry experience and holds the Series 65 designation. He has worked at Lido Advisors, LLC since 2015. 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 comprehensive wealth management services, including investment management, financial planning, and family office services, and employs a diversified investment approach featuring equities, fixed income, structured notes, real estate debt, alternatives, and options-based strategies.

Joseph Solomon is a CFP® professional with 40 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and has held roles at LPL Financial and Level Four Insurance Services, among others. He has operated his own financial group and company for several decades and has experience in tax preparation and accounting as president of Joseph Solomon Financial Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model, leveraging technology platforms and a range of investment strategies while offering both discretionary and non-discretionary advisory services.

Sharon Scarpa is a Series 65-licensed advisor with Lido in Los Angeles, CA. She has seven years of industry experience, including six years at Fountainhead Capital Management and two years combined at Lido Advisors. Prior to her financial advisory career, she worked four years at Thirty-One Gifts. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, and other clients with investment management, financial planning, and family office services. The firm employs an integrated wealth management approach that includes diversified asset allocation and options-based strategies, managing assets both directly and through pooled vehicles.

Samuel Garcia is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC in Los Angeles, CA. His prior experience includes positions at Arkadios Capital, SAGEPOINT FINANCIAL, Pension Architects Advisory Group LLC, and Cerity Partners Retirement Plan Consultants. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, estates, business entities, charitable organizations, and institutional investors. The firm’s investment approach includes tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities, with offerings in alternative and private-market investments.

Nour Al Hafar is a CFP® professional at Hightower Advisors with two years of industry experience. Prior to joining Hightower, Nour worked at United Capital Financial Advisors and Fifth Third Bank. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Joel Van Buren is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He currently works at Lido Advisors, LLC and previously held roles at Exchange Capital Management Inc and Shotwell Rutter Baer Financial Planners. His background also includes positions at Michigan State University and Byrum Ace Hardware. 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 that includes diversification across various asset classes and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Haim Shepes is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 63 and Series 65 credentials and with 34 years of industry experience. His prior work includes roles at Legend Equities Corporation and Lincoln Investment, alongside running his own insurance and securities sales businesses. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary and offering a range of participant-level investment options. The firm’s investment approach centers on a strategic asset allocation framework with risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Joshua Miller is a CFP® and holds a Series 66 license, with 16 years of experience in financial advising. He currently works at Lido Advisors, LLC and previously spent eight years at Colorado Financial Management LLC. Outside of his advisory role, he is a member of CFM Holdings, LLC, which owns Lido’s office space in Johnstown, Colorado. 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 focusing on diversification across various asset classes and options-based strategies, frequently managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Sally Macleod is a financial advisor at Citigroup Global Markets with a Series 66 credential and one year of industry experience. Her prior work includes roles at Citi Private Bank, Paramount Pictures, and Reynolds Advisory Partners. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Albina Hinrichsen is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds Series 63 and Series 66 designations and previously worked at TIAA and Wells Fargo. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and unique market roles, including in-house research and execution capabilities.

Jeffrey Miller is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Rockefeller Capital Management and Wells Fargo-affiliated firms. Outside of finance, he is a minority owner of Beer of the Day, a business focused on beer photography and descriptions. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with capabilities that include securities transactions, variable insurance products, and placement and investment banking services.

Nicole Hammick is a financial advisor at Lincoln Investment with a Series 66 credential and four years of industry experience. Her prior roles include positions at Raymond James Financial and Cetera Investment Services. Outside of finance, she owns White Birch Herbal, LLC, where she crafts and sells herbal tea blends and related products in Connecticut. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive strategies.

Rod Nakamoto is a CFP® with 33 years of industry experience, currently with Rockefeller Financial LLC. His prior experience includes roles at Bank of America, Merrill, and JPMorgan Chase. He serves as a trustee on the Board of Trustees and as president of the Board of Directors for USC Associates at the University of Southern California. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm combines a Private Advisor model with a consolidated investment platform to offer discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Scott Brokaw is a financial advisor at Lido with 12 years of industry experience and holds a Series 65 designation. His background includes serving as an insurance agent since 2010 alongside his advisory role. 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 that includes diversification across multiple asset classes and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Edward Rusowicz is a CFP® certificant with 27 years of industry experience. He has worked at Kestra Advisory since 2016 and has been with Kestra Investment Services, LLC since 2005. Outside of his advisory role, he is a recording artist who owns master recordings and publishing rights for his music compositions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm supports ERISA fiduciary services, offers multiple management platforms and third-party solutions, and serves large institutional investors including sovereign wealth funds.

William Nail is a Series 65 licensed financial advisor at Lido with two years of industry experience. Prior to joining Lido Advisors in 2023, he worked at First Republic Bank and has experience with a beverage company, The Finnish Long Drink. He also has teaching experience at Santa Clara University and Greenwich High School. 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, retirement and estate planning, and access to third-party managers and sub-advisers, employing an integrated wealth management approach that includes diversification across asset classes and options-based strategies.