Scott Berman is a financial advisor with Lido, holding a Series 66 designation and 27 years of industry experience. He has worked at Lido Advisors, Coliseum Wealth Management, Triad Advisors, and Ameriprise. Additionally, he is president and owner of The Hedgehog Group, a sales and business consulting service. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and corporate pension plans. The firm employs an integrated wealth-management approach with a range of investment strategies and maintains active sub-advisory and investment-company roles alongside in-house affiliated services.

Joshua Markman is a financial advisor at Hightower Advisors with 22 years of industry experience. He holds a Series 66 designation and has worked at Hightower Advisors since 2021. Prior to joining Hightower, he spent over a decade at Bel Air Investment Advisors LLC, as well as affiliated firms Bel Air Management Company LLC and Bel Air Securities LLC. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection, multi-manager solutions, and proprietary research, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting.

Brenda Karczag is a financial advisor at Guardian Life with 35 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Her career includes long-term tenure at Guardian Life and Park Avenue Securities. She is also involved in outside insurance sales. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, businesses, and organizations, combining discretionary management with model-based strategies and providing access to insurance products and alternative investments.

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.

Nicholas Doddo is a Series 65-licensed financial advisor at Lido with six years of industry experience. He has worked at Lido Advisors, LLC since 2020 and previously held roles at Veritonic Inc., Ayehu Software Technologies Ltd., MVP Systems Software, and the University of Hartford. Lido advises a diverse client base including high-net-worth individuals, family offices, charitable organizations, corporations, and pension plans, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that balances multiple asset classes and active option strategies, and it serves as sub-adviser to the VanEck U.S. Equity Buffer ETF among other investment roles.

Eric Conner is a financial advisor at Lido with a Series 65 credential and one year of industry experience. He previously worked at Pegasus Partners Ltd, Tall Tree Foods, Inc., and Cortina Asset Management LLC. Lido advises a diverse client base, including high-net-worth individuals, family offices, trusts, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with a broad range of asset classes and active sub-advisory roles, including managing options-based strategies and affiliated investment companies.

Paul Knipping is a CFA® charterholder based in Los Angeles, CA, with 10 years of experience in the financial advisory industry. He has worked at Lido Advisors, LLC since 2024 and previously spent 11 years at Geneos Wealth Management Inc. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm employs an integrated wealth-management approach that balances a variety of asset classes and utilizes tactical and defined-risk option strategies, and it is notable for its active roles as a sub-adviser and in-house affiliated services.

Alyssa Garcia is a financial advisor at Lido with a Series 65 credential and one year of industry experience. Her prior roles include legal work at Kilpatrick Townsend & Stockton and various positions at Ohio University. She has also worked in the fitness sector at Club Pilates Queen Anne. Lido serves a broad range of clients, including high-net-worth individuals, family offices, charitable organizations, and pension plans, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with diverse asset allocation and active sub-advisory roles, managing approximately $42.5 billion in assets.

Joseph Letrich is a financial advisor at Lido with a Series 65 credential and two years of industry experience. He has worked at Lido Advisors, LLC since 2023 and previously held roles at DePaul, The Mather Group, LLC, Olive Garden, WeatherTech, and NextMex. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional accounts, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical option strategies and operates significant affiliated entities, overseeing approximately $42.5 billion in assets.

Howard Spielberg is a financial advisor at Lido with 26 years of industry experience. He holds Series 63, Series 66, and Series 65 designations. His prior roles include positions at Fidelity Investments, Fidelity Personal and Workplace Advisors, and FIDELITY Brokerage Services. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach featuring tactical and defined-risk option strategies and supports its offerings with affiliated entities in trust, tax, insurance, and brokerage services.

Alexandra Papell is a CFP® and ChFC® with five years of industry experience. She is currently with Lido Advisors, LLC and has previously worked at UBS Financial, Morgan Stanley Smith Barney LLC, and Merrill. Prior to her financial career, she was involved with AmeriCorps and Abe & Louies. Lido advises a diverse client base including high-net-worth individuals, family offices, and institutional clients, offering investment management, financial planning, family office services, and affiliated trust, tax, insurance, and brokerage services. The firm employs an integrated wealth-management model with a broad range of investment strategies and serves as a sub-adviser to investment funds such as the VanEck U.S. Equity Buffer ETF.

Joseph Feinberg is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer since 2015. Feinberg serves as an advisory board member for the Young Chicago Authors Foundation, a nonprofit organization supporting youth through literary arts. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach incorporates manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and includes a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

Cory Lescavage is a financial advisor at Mariner with a Series 65 designation. He has prior experience at Hamilton Lane Advisors, LLC, Valuation Research Corporation, Kforce, Inc., and worked at Temple University. Lescavage is based in Los Angeles, CA. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds through investment management, financial planning, and other financial services. The firm offers customized discretionary portfolios supported by an internal team and third-party managers, along with integrated tax, accounting, and financial wellness solutions.

Thomas Connaghan is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 22 years of industry experience. He holds a Series 65 designation and has worked at Kayne Anderson Rudnick since 2011, following seven years at Fisher Investments. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, insurers, banks, family offices, endowments, RIAs, and high-net-worth individuals. The firm’s investment process focuses on fundamental, company-level research and integrates proprietary governance and sustainability assessments, offering a range of active equity and fixed-income strategies as well as modular wealth advisory services.

Maher Tayara is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup Inc. since 2022, following six years at JP Morgan Chase Bank and JP Morgan Securities LLC. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees to select and monitor managers.

Tyler Smith is a Series 66-licensed financial advisor with Mariner, based in Los Angeles, CA, and has four years of industry experience. Prior to joining Mariner in 2026, he held roles at firms including CWM, LLC DBA Carson Partners, Cetera Wealth Services, and Waterstone Private Wealth Management. Outside of advising, Smith is also an insurance agent selling fixed insurance products. Mariner serves a broad range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering services such as investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm employs discretionary, customized portfolios supported by internal research and external managers, with a notable integration of tax and accounting services, as well as administrative CFO capabilities and financial wellness tools.

Jaime Hernandez is a financial advisor with SPC, holding the CFP® and Series 63 designations and bringing 30 years of industry experience. He has worked at Parkland Securities since 2014 and has been president of Jardez Financial & Insurance Services Inc. since 1993. Hernandez also operates Hernandez Insurance Agency, which he founded in 1973. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers.

Joseph Kuepper is a financial advisor at Lido with a Series 65 designation and three years of industry experience. He previously worked at Colorado Financial Management for six years and spent one year at the United States Geological Survey. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and corporate and pension plans. The firm offers integrated wealth management with a range of investment strategies and combines traditional advisory services with affiliated capabilities such as trust, tax, insurance, and brokerage services.

David Lundquist is a Series 65-registered advisor at Lido with 21 years of industry experience. He has worked at Lido Advisors, LLC since 2017 and previously held roles at Ken Stern & Associates, Churchill Management Group, Beta Wealth Group, Inc., and Fisher Investments. Lido serves a diverse client base including high-net-worth and ultra-high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach with active sub-advisory roles and in-house capabilities spanning trust, tax, insurance, and brokerage services, managing approximately $42.5 billion in assets.

Qiqi Zhang is a financial advisor at IEQ Capital, LLC in Los Angeles, holding a Series 66 credential with five years of industry experience. Prior to joining IEQ Capital, Zhang worked at UBS and Willis Towers Watson and has experience in education at Emory University and Andover Public Schools. Outside of finance, Zhang is a yoga instructor at Corepower Yoga. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and non-profit organizations. The firm employs a macroeconomic-driven investment process, combining liquid strategies, third-party managers, and private alternatives, and offers family-office and ancillary administrative services.