Daniel Pagliaroli is a financial advisor with Eagle Strategies (NY Life) based in Pasadena, CA. He holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to his current role, he worked at Fox Sports and ESPN. Outside of advisory work, he is a silent partner in a retail franchise, The UPS Store. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client and plan sponsor objectives, with a large portion of assets managed on a non-discretionary basis.

Michael Lee is a Series 65-licensed financial advisor with Hightower Advisors, based in Beverly Hills, CA. He has 14 years of industry experience, including roles at HighTower Advisors since 2019 and Lourd Capital Management since 2009. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions through affiliated and third-party managers, employing proprietary research and diverse portfolio construction strategies.

Mia Terzic is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Her work history includes roles at Citi Bank and OneSignal, and she completed her education at the University of California, Berkeley. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale alongside specialized market roles such as swap dealing and futures commission merchant activities.

Masa Sekulic is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 21 years of industry experience. He has worked at Citigroup since 2017 and previously held roles at Deutsche Bank Securities Inc and Db National Trust Company from 2011 to 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custodial services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and derivatives services.

Alyssa Lecca La Cruz is a financial advisor at Lido with a Series 65 designation and one year of industry experience. Her prior work includes roles at Freestone Capital Management and Angel of the Winds Casino, as well as experience in the food service industry and retail. 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, employing an integrated wealth management approach that includes diversification across asset classes and options-based strategies.

Michael Lange is a financial advisor at First Citizens Investor Services, Inc. with 18 years of industry experience. He holds a Series 66 designation and has previously worked at City National Securities, City National Bank, and Wells Fargo in various capacities. Outside of his financial advisory role, Lange serves as a board member and coach for a girls' youth softball league and has provided baseball and softball lessons. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering a range of advisory and brokerage services including portfolio management, model portfolios, and financial planning. The firm employs a client process focused on assessing financial needs and risk tolerance to guide investment allocation, managing primarily non-discretionary accounts with oversight from an Investment Products Committee.

Robert Baron is a CFA® charterholder with 27 years of industry experience. He is currently with Citigroup Global Markets, where he has worked since 2018. Prior to that, he held positions at J.P. Morgan Securities Inc. and J.P. Morgan Chase Bank, NA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including swap dealer and futures commission merchant activities, and offers a broad range of advisory and execution services.

Peter Chang is a financial advisor at MAI Capital Management, LLC with 17 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked previously at Evoke Wealth, LLC and First Republic Securities Company, LLC. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of strategies tailored to client objectives and offers integrated financial planning, tax, and administrative services.

Albert Sedaghatpour is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 licenses and three years of industry experience. He has been with Citigroup since 2018, following prior roles including one at Diamond Business Loans. Outside of his advisory role, he has provided capital for residential construction projects as a member involved in investment-related activities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and market roles that distinguish it from many peers.

Ricardo Ramirez is a financial advisor at HSBC Securities (USA) Inc. with 29 years of industry experience. He holds a Series 66 designation and has worked at HSBC Bank USA N.A. and HSBC Securities (USA) Inc. for over a decade, as well as several other firms earlier in his career. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations. The firm employs a structured investment process with multiple risk profiles and combines strategic and tactical asset allocation in partnership with HSBC Global Asset Management and other affiliates.

Landen Silbowitz is a financial advisor at Lido with a Series 65 designation and two years of industry experience. Prior to joining Lido, he worked at Chimera Securities LLC and held various roles at the University of Maryland. 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 third-party asset management.

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.

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.

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.

Jasmine Wong is a financial advisor at GWN Securities Inc. with a Series 66 credential and one year of industry experience. Prior to her current role, she was self-employed and worked in education at Mt. San Antonio Community College and Walnut High School. Outside of financial advising, she is a photographer and videographer for special events and serves as a notary public. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm employs a large network of advisors and provides a range of managed-account programs, including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.