Dalton Downer is a Series 65-licensed financial advisor at Lido with one year of industry experience. Prior to joining Lido, he worked at CS Tomasi Wealth Management and has held various roles in education and communications. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, and institutional clients, providing investment management, financial planning, and family office services. The firm employs a diversified investment approach including equities, fixed income, alternatives, and options-based strategies, often managing assets on a discretionary basis and partnering with third-party managers.

Aaron Anshin is a financial advisor at Transamerica Financial Advisors with five years of industry experience. He holds a Series 65 credential and has previously operated his own advisory businesses as well as held roles at World Financial Group, Inc. and Feingold and Sons LLC. Outside of advising, he serves as an auditor and board member for the Beverly Hills Unified School District PTA Council. Transamerica Financial Advisors serves individual investors, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Courtney Blum is a financial advisor at Lido with 18 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Northern Lights Distributors, LLC and Centerstone Investors, LLC. Blum is based in Los Angeles, CA. 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 implements options-based strategies both directly and through pooled vehicles.

Anne O Hara is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and four years of industry experience. Her prior roles include positions at Oakwood Capital Management and The Biederman Group at Morgan Stanley. She has also been associated with the University of California Santa Barbara. Wealth Enhancement Advisory Services, LLC is an SEC-registered firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Tuyun Ra is a Series 66-credentialed financial advisor with 25 years of industry experience. She has been with Oppenheimer in Los Angeles since 2007. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm offers a variety of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and a range of investment products to meet client objectives.

Michael Benevento is a financial advisor at Lido with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Fountainhead Advisors, Castlekeep Investment Advisors, MEBCO LLC, and Millennium Partners. Benevento is a founder and CEO of MEBCO LLC, a consulting business, and serves on advisory boards for Terramint Group Corp. and Worldwide Solutions and Services. 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 estate and retirement planning, using an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Jessica Gonzalez Crisci is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Citi Group since 2023, following seven years at HSBC Bank USA and HSBC Securities (USA) Inc. in various advisory roles. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including operating as a security-based swap dealer and futures commission merchant.

Denise Yi is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She has been with Citigroup Global Markets and Citibank, N.A. since 2012. Outside of her advisory work, she is affiliated with JKDY Investments LLC, which operates restaurants in Los Angeles. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional capabilities with specialized market roles.

Drew Morwood is a financial advisor at Hightower Advisors in Los Angeles, California, holding Series 63 and Series 65 credentials with four years of industry experience. His prior work includes roles at TD Ameritrade and Cetera Financial Group, as well as experience associated with Baylor University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a manager selection approach and multi-manager solutions that incorporate both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, with capabilities that include access to pooled vehicles, private funds, and strategies addressing international exposure and tax management.

Tiffany Cohen is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citibank since 2015. Based in Beverly Hills, CA, her career has been focused within the Citigroup organization. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm uses a multi-asset, multi-manager investment approach supported by internal oversight and provides tailored solutions including discretionary and non-discretionary strategies.

Erik Oros is a financial advisor at TLG Advisors, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at firms including The Leaders Group Inc and Actinium Capital LP. Oros serves as Chief Investment Officer at Gideon Strategic Partners LLC, where he is involved in investment management and sales. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves a diverse client base including individuals, retirement plans, trusts, and institutional investors. The firm combines fundamental research and Modern Portfolio Theory in its portfolio construction and offers services ranging from comprehensive financial planning to ERISA fiduciary oversight.

Joseph Crowley is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He has worked at Exchange Capital Management for nine years, Blue Jays for two years, and is currently with Lido Advisors, LLC. Crowley holds a shareholder role in Exchange Capital Management, overseeing the termination of operations. 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 estate planning using an integrated wealth management approach that includes diversified asset classes and options-based strategies.

Quinn Boortz is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. Prior to joining Citigroup in 2022, Boortz worked at CBRE Investment Management, Starwood Capital Group, and Ernst & Young. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research, derivatives services, and bespoke solutions for high-net-worth clients.

Alexander Ray is a financial advisor at MAI Capital Management, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Goldman Sachs, Morgan Stanley, JP Morgan Chase, and Evoke Advisors. MAI Capital Management 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 offers a customized approach across multiple strategies and manages $72.3 billion in assets as of May 31, 2026.

Kareem Hout is a CFA® charterholder with six years of industry experience. He is currently with MAI Capital Management, LLC and previously worked at Evoke Advisors and First Republic Bank. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning and tax services, managing $72.3 billion in assets as of May 2026.

Jason Baldridge is a financial advisor at Lido with a Series 65 designation and four years of industry experience. He has been with Lido Advisors, LLC since 2021. Prior to that, he held positions at OluKai and Boston College. 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 integrated wealth management with diversified investment strategies, including options-based approaches, and frequently serves registered investment companies and pooled strategies through affiliated entities.

Stewart Erickson is a Series 65-licensed advisor at Savant Wealth Management with one year of industry experience. Prior to joining Savant, he worked for Exencial Wealth Advisors and has a background in the agricultural and solar energy sectors. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by integrated accounting, legal, and trust affiliates.

Andrew Stewart is a CFA® charterholder with seven years of experience in the financial industry. He currently works at Lido Advisors, LLC and was previously with Exchange Capital Management, Inc. Outside of his advisory role, he serves on the finance committee of St. John’s Episcopal Church and is a member of the Markets Group Private Wealth Advisory Board. He is also involved in community service as a board member of the Huntington Woods Men’s Club and volunteers with the CFA Society Detroit. 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 and options-based strategies, managing assets on a discretionary basis while utilizing third-party managers and sub-advisers when appropriate.

Hasan Shirazi is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds a Series 66 designation and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, execution, and custody services. Citigroup Global Markets combines large institutional scale with specialized market roles, providing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Ruth Melody Chukwunyere is a Series 65-licensed advisor at Mariner with four years of industry experience. Prior to joining Mariner in 2023, she worked at McAdam LLC and has been involved in the hospitality industry through Levy Restaurants since 2017. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, and specialized services such as tax integration and Core Family Office solutions. The firm employs a customized, discretionary portfolio approach supported by an Investment Committee and combines in-house research with third-party manager allocations.