Erick Newton is a CFP® with 33 years of industry experience. He is currently with Lido Advisors, LLC and has previously worked at Purshe Kaplan Sterling Investments and Copperwynd Financial. Newton has an ownership interest in Project Sandstone LLC, a holding company for shares of company stock and private investments. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, and various institutional clients with investment management, financial planning, and family office services. The firm uses an integrated wealth management approach that includes diversification across multiple asset classes and implements options-based strategies both directly and through pooled vehicles.

Candice Richardson is a CFA® charterholder with six years of experience at Lido Advisors and a total of two years in the financial industry. Her prior roles include positions at Witt O'Brien's, UCLA Luskin Center for Innovation, Milken Institute, University of California, Los Angeles, and Alliance Bernstein. Outside of her advisory work, she has been a dog sitter for Rover in Redondo Beach, CA since 2025. 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 with diversification across various asset classes and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Stephanie Arkof is a financial advisor at Mercer Global Advisors with 19 years of industry experience and a Series 65 designation. She was previously with SB Capital Management, Inc. for 22 years. SB Capital Management, Inc. provides investment advisory and financial planning services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation oriented approach that emphasizes portfolio structure and tax-aware implementation, managing discretionary accounts and multiple private equity and hedge fund vehicles.

Lawrence Abrahams is a Series 63–licensed financial advisor with 28 years of industry experience. He is currently with MAI Capital Management, LLC and has previously worked at Evoke Advisors, Crescent Bay Advisors, Inc., and Goldman Sachs Wealth Services. MAI Capital Management, LLC 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 advisory and product-sponsor roles with over $72 billion in assets under management.

Luke Bender is a Series 65–licensed financial advisor at Lido with one year of industry experience. Prior to joining Lido Advisors, LLC, he was employed at the Post Investment Group and has worked at Calabasas Country Club. He graduated from the University of Wisconsin, Madison. Lido serves high-net-worth and ultra-high-net-worth clients including individuals, family offices, and charitable organizations. The firm provides investment management, financial planning, and family office services, employing a diversified and options-based investment approach implemented both directly and through pooled vehicles.

Steven Mulligan is a financial advisor with D.A. Davidson & Co., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with D.A. Davidson & Co. since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards, offering services such as ERISA retirement plan advisory, comprehensive financial planning, and private wealth management for high-net-worth clients.

Ian Ruebel is a financial advisor at Hightower Advisors in Los Angeles, CA, holding a Series 65 designation with four years of industry experience. He has been with Hightower since 2019 and previously worked at LourdMurray from 2017 to 2019. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with capabilities spanning mutual funds, ETFs, alternative investments, and custom indexing.

Kenneth Park is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo and UnionBanc Investment Services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services with a focus on multi-asset, multi-manager strategies that include discretionary and non-discretionary options.

Hyun Shin is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has worked at several firms including WFG Direct and Keller Williams Encino-Sherman Oaks Realty, and he owns AZ 1 Enterprizes, Inc., a pass-through entity for accounting purposes related to his WFG/TFA business. Shin also engages in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach implemented through third-party managers and digital platforms, supported by a large advisor network.

Jotham Monsma is a financial advisor at Lido with Series 63 and Series 65 credentials and two years of industry experience. He previously worked at Exchange Capital Management Inc and spent ten years at New Street Research. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices and charitable organizations, offering investment management, financial planning, and estate services. The firm employs a diversified, integrated wealth management approach and manages assets both directly and through third-party managers and sub-advisers.

Yeugenia Napoli is a financial advisor at Lido with 19 years of industry experience. She holds a Series 66 designation and has worked previously at Chelsea Financial Services, Fountainhead Capital Management, and HSBC Bank USA. Napoli has minor involvement in credit card processing through Priority Payments Local LLC. Lido advises high-net-worth and ultra-high-net-worth clients, including family offices, trusts, estates, and charitable organizations. The firm provides investment management, financial planning, family office services, and access to third-party managers, focusing on a diversified investment approach that includes options-based strategies implemented directly and through pooled vehicles.

Michael Muchnikoff is a CFP® professional with six years of industry experience, currently serving at Lido. His prior roles include positions at Mariner, Mutual of America Securities LLC., and Edward Jones. He has spent time in full-time education and extended travel between professional engagements. 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 with diversification across multiple asset classes and options-based strategies, typically managing assets on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Mark Sear is a financial advisor with MAI Capital Management, LLC in Los Angeles, CA, holding Series 63 and Series 65 registrations and 33 years of industry experience. His prior roles include positions at Evoke Advisors, First Republic Investment Management, Luminous Capital, and Merrill. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages multiple investment strategies, integrates financial planning and tax services, and serves as an investment adviser to a mutual fund and various private funds.

Rachel Vivian is a CFP® professional with 20 years of experience in the financial services industry. She currently works at Mariner Wealth Advisors and has prior experience at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Vivian is also a licensed insurance agent in California. Mariner Wealth Advisors serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, Core Family Office services, and employer financial-wellness tools, implementing customized portfolios supported by in-house research and third-party managers.

Ajeya Kukreja is a CFP® and holds a Series 66 license, with five years of industry experience. She is currently with MAI Capital Management, LLC and previously worked at firms including Evoke Advisors and Audent Global Asset Management. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm customizes portfolio management and asset-allocation strategies across a broad range of investment approaches and serves in both product-sponsor and advisory roles, including managing a registered mutual fund and private investment vehicles.

Gustavo Zarate Jr. is a CFP® professional affiliated with Commonwealth Financial Network, with 17 years of industry experience. He is the owner and president of GRZ Wealth Management, Inc., which operates as Powell Financial Group, and has been associated with Commonwealth since 2010. His work includes fixed insurance sales conducted at his branch location. Commonwealth Financial Network serves a national network of nearly 3,000 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, and compliance, while offering access to discretionary model portfolios and various program structures.

Antonette Hayakawa is a financial advisor at Mercer Global Advisors with a Series 65 credential and two years of industry experience. She previously worked at SB Capital Management, Inc. and has diverse experience including roles outside finance such as at Toni's Garage Doors. SB Capital Management, Inc. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation oriented approach with a focus on portfolio structure and tax-aware implementation, and acts as a general manager and investment adviser for multiple private equity and hedge funds.

Nathan Feld is a Series 65-licensed financial advisor with experience at firms including Argos Capital Partners, LPL Financial, and Paradigm. He is currently with Lido Advisors, where he has worked since 2026. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities by providing investment management, financial planning, and family office services. The firm employs an integrated wealth management approach that emphasizes diversification and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers when appropriate.

David Wilson is a financial advisor at RBC Rochdale, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CNR Securities, LLC, Wells Fargo Securities, LLC, and several other firms. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities, offering discretionary and non-discretionary portfolio management along with sub-advisory and model delivery services. The firm employs an active, multi-strategy investment approach that integrates quantitative screening, fundamental analysis, and proprietary tools to construct tailored portfolios across various asset classes.

Trent Jordan is a financial advisor at Lido with a Series 65 credential and one year of industry experience. His prior roles include positions at CountryPlace Mortgage, the Poarch Creek Indian Gaming Commission, and Stephen F. Austin State University. 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, using a diversified, integrated wealth management approach that includes options-based strategies and discretionary asset management.