Brian Leadley is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Lido. Prior to joining Lido, he worked at Pegasus Partners Ltd. for seven years and Ernst & Young LLP for one year. Lido provides wealth management services to high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers diversified investment management and financial planning solutions, including family office services and retirement and estate planning, with a focus on integrated and options-based strategies.

Jeffrey Ransenberg is a financial advisor with Eagle Strategies (New York Life) based in Westlake Village, CA, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has worked at New York Life Insurance Company and affiliated entities since 1998 and operates Ransenberg Financial & Insurance Services, brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services across a large network of advisers. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis, working extensively with plan sponsors and corporate clients within the New York Life affiliate structure.

Andrew Palmer is a financial advisor at MAI Capital Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining MAI Capital Management in 2025, he worked at Evoke Advisors, Bel Air Securities LLC, and Bel Air Investment Advisors LLC. Outside of finance, Palmer serves as an ambassador for a medical practice focused on promoting health. 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 broad range of strategies and integrates financial planning and tax services, serving both in advisory roles and as a product sponsor with over $72 billion in assets under management.

Jaron Wagner is a CFP® and Series 65-licensed advisor at Lido with five years of industry experience. He has held roles at Lido Advisors, Matter Family Office, RMB Capital Management, and SEI Archway. 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, using an integrated approach that includes diversification across various asset classes and options-based strategies.

Martin Scalzo is a financial advisor at Centaurus Financial, Inc. with 18 years of industry experience. He holds a Series 66 credential and has been with Centaurus Financial since 2017, following two years at Financial West Group. Outside of advisory work, Scalzo is involved in an estate planning team focused on educating clients about deferred sales trust strategies and is licensed as a real estate broker, handling property sales primarily for family and friends. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning and portfolio management with options for discretionary and non-discretionary management, utilizing fundamental and technical analyses, model overlay programs, tax-overlay services, and third-party money managers.

Natale Haworth is a financial advisor with Kestra Advisory, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. He has been with Kestra Advisory and its related entities since 2011. Outside of his advisory work, Haworth serves as a manager in insurance and benefits and sits on the advisory board of RED SCHOOLHOUSE, INC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors such as sovereign wealth funds.

Jonathan Milner is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior roles include positions at Olympus Wealth Management and Wealth Strategies. Outside of finance, he has experience working with Hawx Smart Pest Control and has been involved with Brigham Young University in recent years. Lido advises high-net-worth and ultra-high-net-worth clients, including family offices, trusts, estates, and charitable organizations, offering investment management, financial planning, and family office services. The firm employs a diversified, integrated wealth management approach and manages assets on a discretionary basis utilizing third-party managers and options-based strategies.

Kevin Maldonado is a financial advisor at Lido with a Series 65 credential and three years of industry experience. He previously worked at The Northern Trust Company and has experience outside finance at the Chicago Tribune and Flattop Grill. Maldonado is based in Los Angeles, CA. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and pooled investment vehicles. The firm employs an integrated wealth management approach incorporating diversification across multiple asset classes and options-based strategies, typically managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Kimball Driggs is a financial advisor at MAI Capital Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining MAI, he held positions at Evoke Advisors, Olympus Wealth Management, Morgan Stanley, and Brigham Young University. He has also worked in diverse roles outside finance, including at Brooks Pest Control and Swig Drinks. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a broad client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a range of investment strategies and serves in both product-sponsor and advisory capacities, managing over $72 billion in assets as of mid-2026.

Richard Gutierrez is a CFP® certificant with five years of industry experience. He is currently with Capital Group Private Client Services, Inc. and has previously worked at BMO Harris Financial Advisors and U.S. Bancorp Investments. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach that emphasizes fundamental research and a long-term investment horizon. The firm manages portfolios through separately managed accounts, mutual funds, ETFs, and offers access to private equity and alternative strategy funds.

Michael Sy is a CFP® with 38 years of industry experience. He has been with Equity Services, Inc. since 1996 and has also worked with National Life Group since 1995. Outside of his advisory role, he provides tax preparation and notary services to the public. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to a broad client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Jessica Fino is a financial advisor at Lido with 14 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill for 10 years. 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 an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Michael Massarano is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at firms including Edward Jones, Bank of America, Merrill Lynch, JPMorgan Chase, and Morgan Stanley. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, and a range of wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates reporting across managed and held-away assets.

Kyle Laughlin is a financial advisor with Rockefeller Financial LLC in Los Angeles, CA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at First Republic Securities Company, LLC, Goldman Sachs, and First Republic Investment Management Inc. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers portfolio management, financial planning, and consulting services, operating a broker-dealer and investment platform to provide a range of personalized and model-based investment solutions.

Timothy Mcinnis II is a financial advisor with Commonwealth Financial Network in Simi Valley, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Commonwealth since 2009 and is also affiliated with Wm. "Al" Muskat CFP, Inc. since 2007. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 advisors and hundreds of thousands of clients, managing about $212.7 billion in assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Zachary Cole is a financial advisor with Integrated Wealth Concepts LLC in West Hollywood, CA, holding one year of industry experience. Prior to joining Integrated Wealth Concepts, he worked at Sixteenth, Whalar, Slash, Select Management Group, and Golin. He is also engaged as a talent manager with Underscore. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios that include mutual funds, ETFs, individual equities, and fixed income.

Tyler Robuck is a CFP® and Series 65-licensed financial advisor at Mariner with 16 years of industry experience. Prior to joining Mariner, he worked at NewEdge Advisors, Manhattan West Enterprise Company LLC, and EP Wealth Advisors. Outside of financial advising, he owns and operates Stage of the Art, a home staging business. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm utilizes discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions uncommon for firms of its scale.

Eduardo Camacho is a financial advisor with Schwab Wealth Advisory in Los Angeles, CA, holding Series 63 and Series 65 licenses with five years of industry experience. His prior experience includes roles at Charles Schwab Bank, Blakeslee & Blakeslee, Enterprise, Mindbody, and California State University Chico. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory model from many enterprise wealth managers.

Daniel Reardon Jr. is a financial advisor at Lido with three years of industry experience. He holds a Series 65 designation and has worked at Lido Advisors, Fisher Investments, Northwestern Mutual, and Reardon & Company. He also has prior experience at Rhodes College Finance Office. 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, implementing a diversified, options-based approach across various asset classes.

Thomas Mirth is a CFP® professional with three years of experience in financial advising, currently with Lido Advisors, LLC. His prior roles include positions at Kestra Investment Services, Paces Ferry Wealth Advisors, and Fisher Investments. He serves as a director on the board of Alpha Lambda of Theta Xi House Corp and is a member of the Junior Committee at The Shepherd Center. 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 and sub-advisers.