Daniel Pagliaroli is a financial advisor with Eagle Strategies (NY Life) based in Pasadena, CA. He holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to his current role, he worked at Fox Sports and ESPN. Outside of advisory work, he is a silent partner in a retail franchise, The UPS Store. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client and plan sponsor objectives, with a large portion of assets managed on a non-discretionary basis.

Michael Lee is a financial advisor at Hightower Advisors with 14 years of industry experience. He holds a Series 65 designation and has worked at HighTower Advisors since 2019 and at Lourd Capital Management since 2009. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients such as pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach involves multi-manager solutions with access to affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

Mia Terzic is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Her work history includes roles at Citi Bank and OneSignal, and she completed her education at the University of California, Berkeley. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale alongside specialized market roles such as swap dealing and futures commission merchant activities.

Masa Sekulic is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 21 years of industry experience. He has worked at Citigroup since 2017 and previously held roles at Deutsche Bank Securities Inc and Db National Trust Company from 2011 to 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custodial services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and derivatives services.

Alyssa Lecca La Cruz is a financial advisor at Lido with a Series 65 designation and one year of industry experience. Her prior work includes roles at Freestone Capital Management and non-financial positions such as at Angel of the Winds Casino and University Teriyaki and Bakery. Lido provides investment management, financial planning, and family office services to a diverse client base, including high-net-worth individuals, family offices, and institutional investors. The firm employs an integrated wealth-management approach with a range of asset classes and tactical option strategies, and it plays an active sub-advisory role for various investment funds.

Michael Lange is a Series 66-credentialed financial advisor with 18 years of industry experience, currently with First Citizens Investor Services, Inc. in Pasadena, CA. His career includes prior roles at City National Securities and Wells Fargo, spanning a total of nearly two decades in financial services. Outside of his advisory work, Michael serves as a board member and coach for the Glendora Lassie League softball youth organization, where he coordinates schedules and umpires and assists with coaching. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm emphasizes IAR-led financial assessments and employs a blend of fundamental, quantitative, and technical analysis to guide investment strategies across various asset classes.

Robert Baron is a CFA® charterholder with 27 years of industry experience. He is currently with Citigroup Global Markets, where he has worked since 2018. Prior to that, he held positions at J.P. Morgan Securities Inc. and J.P. Morgan Chase Bank, NA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including swap dealer and futures commission merchant activities, and offers a broad range of advisory and execution services.

Peter Chang is a financial advisor at MAI Capital Management, LLC with 17 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked previously at Evoke Wealth, LLC and First Republic Securities Company, LLC. 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 diverse range of strategies tailored to client objectives and offers integrated financial planning, tax, and administrative services.

Albert Sedaghatpour is a financial advisor at Citigroup Global Markets in Los Angeles, CA, holding Series 63 and Series 65 licenses with three years of industry experience. He has worked at Citigroup since 2018 and previously held positions at Diamond Business Loans and other firms. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm’s approach includes multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs, supported by in-house research and unique market roles.

Ricardo Ramirez is a financial advisor at HSBC Securities (USA) Inc. with 29 years of industry experience. He holds a Series 66 designation and has worked at HSBC Bank USA N.A. and HSBC Securities (USA) Inc. for over a decade, as well as several other firms earlier in his career. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations. The firm employs a structured investment process with multiple risk profiles and combines strategic and tactical asset allocation in partnership with HSBC Global Asset Management and other affiliates.

Shant Gourdikian is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA, holding Series 65 and Series 63 licenses. He has 25 years of industry experience, all with Capital Group. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach that emphasizes fundamental research and long-term investment horizons. The firm implements client portfolios through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Landen Silbowitz is a financial advisor at Lido with a Series 65 designation and two years of industry experience. Prior to joining Lido, he worked at Chimera Securities and has held multiple roles at the University of Maryland. Lido serves a diverse client base, including high-net-worth individuals, family offices, trusts, estates, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that includes tactical and defined-risk option strategies and maintains active roles as a sub-adviser and investment company.

Christopher Tiano is a financial advisor at Cresset Asset Management, LLC with three years of industry experience. He previously worked at Lazard Asset Management LLC for two years and DNB Markets, Inc. for ten years. Tiano holds the Series 65 and Series 63 designations and is based in Los Angeles, CA. Cresset Asset Management manages approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware investment approach that integrates strategic asset allocation, manager selection, and a combination of active and passive strategies across multiple asset classes, including alternatives.

Kirstie Hunt is a financial advisor at Lido in Los Angeles, CA, holding Series 63 and Series 65 licenses with nine years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, Elevation Consultants, and Avitas Wealth Management. Lido serves a diverse client base 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 that incorporates tactical and defined-risk option strategies alongside traditional asset allocation, and it is notable for its active sub-advisory role and extensive affiliated capabilities.

Edward Gueits II is a financial advisor at Lido with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Personal Capital Advisors, Empower Advisory Group, and Edward Jones. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and corporations. The firm offers integrated wealth management with a broad asset allocation approach and manages approximately $42.5 billion in assets, while maintaining active roles in sub-advisory and investment-company services.

Nicholas Sturgis is a CFA® charterholder and holds Series 63 and Series 65 licenses, with 10 years of industry experience. He is currently with Lido Advisors, LLC and has previously worked at Waverly Advisors, Paces Ferry Wealth Advisors, Invesco, John Hancock, and Uber. Lido serves a wide range of clients, including high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pension plans, offering investment management, financial planning, family office services, and referrals to affiliated trust, tax, insurance, and brokerage services. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies and maintains an active role as sub-adviser to various investment vehicles.

Colman Garvey is a financial advisor at Lido with a Series 65 credential and one year of industry experience. His prior work includes roles at Rivel Inc, i(X) Securities, and i(X) Net Zero PLC, as well as time at the University of Southern California. Lido advises a diverse client base, including high-net-worth individuals, family offices, charitable organizations, pension plans, and pooled investment vehicles. The firm employs an integrated wealth-management approach with diverse asset allocation and tactical option strategies, and it also serves as sub-adviser to funds like the VanEck U.S. Equity Buffer ETF.

Julinda Milla is a financial advisor at Lido with a Series 66 designation and six years of industry experience. Her career includes roles at Morgan Stanley, Nuveen Securities LLC, Core Spaces, and Chauner Securities before joining Lido Advisors, LLC in 2025. 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 that combines tactical option strategies with asset allocation across multiple investment types and offers a broad range of affiliated trust, tax, insurance, and brokerage services.

Andrew Nathin is a CFP® professional based in Los Angeles, CA, currently with Lido Advisors, LLC. He has been in the financial industry since 2018, with prior roles at Satovsky Asset Management, Kore Private Wealth, Mariner Wealth Advisors, and Mish Guru. His work history also includes experience at Camp Scatico and a background as a student through 2018. Lido serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and institutional clients. The firm employs an integrated wealth-management approach combining traditional investments with tactical and defined-risk option strategies, and it distinguishes itself through active sub-advisory roles and a wide range of affiliated financial services.

Paul Anello is a financial advisor at Lido with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Fisher Investments, Fidelity Brokerage Services LLC, and Allspring Funds Management, LLC. He is based in Los Angeles, CA. Lido advises a diverse client base including high-net-worth individuals, family offices, trusts, and institutions, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies and serves as sub-adviser to various investment funds, supported by a range of affiliated entities with specialized financial services.