Corrina Olson is a CFP® professional with nine years of experience in the financial industry, currently serving at Lido Advisors, LLC since 2025. Her prior roles include positions at Copperwynd Financial, The Vanguard Group, Inc., and Grand Canyon University. She is also licensed as an Independent Insurance Agent in Arizona and Utah, though she dedicates minimal time to this activity. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and institutional clients, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical asset allocation and options strategies, and is notable for its active sub-advisory role and affiliated capabilities such as in-house trust companies and tax services.

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.

Michael Brimhall is a Series 65-licensed financial advisor at MAI Capital Management, LLC with five years of industry experience. His prior roles include positions at Evoke Advisors and Bel Air Advisors, as well as four years at Brigham Young University. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets as of May 2026 and offers a range of customized portfolio strategies alongside financial planning, trust administration, and insurance services.

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.

Bennett Gross is a CFA® charterholder with 35 years of industry experience currently serving as a financial advisor at Mariner. His prior roles include positions at NewEdge Advisors, LLC, Jefferies LLC, Sanctuary Wealth, L&S Advisors, Inc., and EP Wealth Advisors. Gross serves as a trustee for the Friedmann Testamentary Trust, overseeing asset distributions without compensation. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines customized discretionary portfolios with in-house research and third-party managers, offering a broad range of strategies and integrated tax and accounting capabilities.

Shawn Moran is a Series 65-licensed financial advisor with 11 years of industry experience. He has worked at Lido Advisors, LLC since 2020 and previously spent seven years at Crawford Investment Counsel. Based in Los Angeles, CA, Moran is currently affiliated with Lido, an enterprise firm. Lido serves a diverse client base including high-net-worth and ultra-high-net-worth individuals, family offices, trusts, charitable organizations, corporations, pension and profit-sharing plans, and pooled investment vehicles. The firm offers investment management, financial planning, and family office services, employing an integrated wealth-management approach that utilizes a broad range of asset classes and tactical option strategies, and maintains active roles as a sub-adviser to ETFs and other investment funds.

Benjamin Corser is a CFA® charterholder at Kayne Anderson Rudnick Investment Management, LLC, with nine years of industry experience starting in 2017. He has worked exclusively at Kayne Anderson Rudnick since his career began, following a brief period outside the industry. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, insurers, banks, family offices, endowments, registered investment advisers, and high-net-worth individuals. The firm emphasizes fundamental, company-level research and incorporates proprietary governance and sustainability assessments into its investment process across a range of equity and fixed-income strategies.

Michael Davis is a CFP® professional at Lido with two years of industry experience. Prior to joining Lido Advisors, LLC, he worked at Pure Financial Advisors and GoSite. He holds a background that includes roles at San Diego State University and St. Vincent de Paul High School. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, estates, and institutional clients. The firm employs an integrated wealth-management approach featuring tactical and defined-risk option strategies, and offers extensive affiliated services including trust, tax, insurance, and brokerage through its network.

Kittiwat Sripom is a CFP® professional at Focus Partners Wealth, LLC with two years of industry experience. He has previously worked at The Colony Group, LLC, HoyleCohen, LLC, and Libbie Agran Financial Services. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm utilizes a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Michael Karsa is a financial advisor at Lido with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Lido Advisors, LLC since 2015, previously serving at McAdam LLC and VOYA Financial Advisors, Inc. He is the owner of several holding companies related to private investments in areas such as online retail, restaurants, and cryptocurrency. Lido advises a broad range of clients including high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach combining equities, fixed income, alternatives, and defined-risk option strategies, and offers investment management, financial planning, and family office services alongside affiliated trust, tax, insurance, and brokerage capabilities.

Nils Dillon is a financial advisor at Lido with 14 years of industry experience. He holds the Series 65 designation and previously worked at Heck Capital Advisors for 13 years and Pegasus Partners for one year. He is based in Los Angeles, CA. Lido serves a diverse client base that includes high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm uses an integrated wealth-management approach balancing asset allocation across various asset classes and employs tactical and defined-risk option strategies, while providing a wide range of financial services including investment management, financial planning, and family office solutions.

Jessica Vongsaphay is a Series 65-licensed advisor at Lido with two years of industry experience. She previously worked at Sequoia Financial Group, LLC for seven years and was affiliated with the University of Akron for four years. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutions, offering investment management, financial planning, and family office services. The firm uses an integrated wealth-management approach with tactical and defined-risk option strategies and is notable for its active sub-advisory roles and extensive affiliated capabilities.

Pamela Philbrook is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at Commonwealth since 2009 and concurrently at WM. Al Muskat CFP, Inc. since 1998. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while supporting affiliated advisors with operations, technology, and compliance.

Samuel Waltman is a CFA® charterholder with 20 years of industry experience. He has been with Kayne Anderson Rudnick Investment Management, LLC since 2016. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, insurers, banks, family offices, endowments, registered investment advisers, and high-net-worth individuals. The firm emphasizes fundamental company-level research and incorporates proprietary governance and sustainability assessments into its investment process.

Ashley Calderon is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Merrill for seven years before joining Rockefeller Financial in 2019. Since 2024, she has also been affiliated with ROCKEFELLER Capital Management. 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, and consulting through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer providing securities transactions, insurance products, and investment banking services.

Carina Berlin is a CFP® and holds a Series 65 license, with 10 years of industry experience. She currently works at Kayne Anderson Rudnick Investment Management, LLC, where she has been since 2022. Prior to that, she was employed at Capital Group Private Client Services, Inc. and Capital Bank and Trust Company. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, registered investment advisers, pension plans, and individuals. The firm emphasizes fundamental, quality-oriented equity research and offers a range of strategies across market capitalizations and sectors, combining institutional-scale sub-advisory capabilities with a Wealth Advisory division.

Aplavya Gupta is a financial advisor at Mercer Global Advisors Inc. with seven years of industry experience. She holds a Series 65 designation and previously worked at SB Capital Management, Inc. for six years. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other strategies, alongside client education and specialized programs.

Timothy Briody is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, Merrill, New York Life, Edward Jones, Northwestern Mutual, and Quicken Loans, where he was employed for 14 years. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various advice programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm’s investment approach incorporates proprietary software and model portfolios developed by Morningstar Investment Management and serves a large client base with a focus on non-discretionary assets.

Tariq Maiden is a financial advisor at Lido with nine years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Ameriprise Financial Services, Northwestern Mutual Wealth Management, and Fidelity Investments. Outside of his advisory work, Maiden owns Riverside Pickling, a retail business. Lido serves a diverse client base that includes high-net-worth individuals, family offices, trusts, estates, charitable organizations, and institutional clients. The firm employs an integrated wealth-management approach with a focus on asset allocation and tactical option strategies, and it is notable for its active sub-advisory roles and extensive affiliated capabilities.

Elarsen Flores is a financial advisor at Citigroup Global Markets with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citibank N.A. since 2008. Citigroup Global Markets serves individual and institutional clients across various segments, including workplace, high-net-worth, and ultra-high-net-worth. The firm offers a broad range of investment advisory programs and execution services, implementing multi-asset, multi-manager strategies with both discretionary and non-discretionary options.