Alexandra Browne is a Series 65 licensed financial advisor with 12 years of industry experience. She has been with Lido and its affiliated entities since 2014. Outside of her advisory role, she operates a personal travel company and serves on the Dean's Advisory Board at Texas A&M University's Mays Business School. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional entities, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical option strategies and maintains a range of affiliated trust, tax, insurance, and brokerage services.

Vincent Bonavia is a financial advisor at Lido with eight years of industry experience. He holds Series 66 and Series 65 licenses. Prior to joining Lido in 2022, he worked at Cetera Investment Services, Regions Bank, JP Morgan Chase Bank, and other financial firms. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and pension plans, offering investment management, financial planning, family office services, and related referrals. The firm employs an integrated wealth-management approach that includes tactical and defined-risk option strategies and maintains a significant role as sub-adviser to investment funds while providing a broad array of affiliated services.

Steven Glasberg is a financial advisor at Private Advisor Group, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Mariner Independent Advisor Network, D.A. Davidson & Co., and Morgan Stanley. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model and utilizes various investment strategies delivered through a combination of proprietary platforms and third-party managers.

Laura Braverman is a financial advisor at Lido with 19 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Bluepointe Capital Management for 19 years before joining Lido in 2025. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, estates, charitable organizations, and institutional investors. The firm employs an integrated wealth-management approach that combines tactical and defined-risk option strategies with a broad range of asset classes, supported by a network of affiliated entities providing trust, tax, insurance, and brokerage services.

Jordan Kunz is a CFP® and CFA® with 11 years of industry experience. He currently works at Lido, where he has been since 2023, and previously spent 11 years at Sargent Bickham Lagudis, LLC. Lido serves a diverse client base including high-net-worth and ultra-high-net-worth individuals, family offices, trusts and estates, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach with active sub-advisory roles and a wide range of affiliated services, overseeing approximately $42.5 billion in assets.

Laura Kim is a financial advisor with Hightower Advisors, holding a Series 66 designation and 18 years of industry experience. She has worked at Bel Air Investment Advisors LLC and Bel Air Securities LLC since 2016. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers to offer diversified portfolio construction and specialized investment strategies.

Brian Engel is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including Sawgrass Asset Management LLC, Vontobel Asset Management Incorporated, and BMO Investment Distributors. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, offering a range of active equity and fixed-income strategies. The firm emphasizes fundamental, company-level research with governance and sustainability assessments and manages approximately $58 billion in assets across various investment platforms.

Edwin Huey is a financial advisor with Hightower Advisors in Los Angeles, CA, holding a Series 66 designation and 25 years of industry experience. He worked at Bel Air Securities LLC for 16 years before joining Hightower Advisors in 2021. Huey is also employed by Bel Air Investment Advisors LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Erica Jean Cortez is a CFP® with 14 years of industry experience, currently advising at Lido Advisors, LLC. Her prior roles include positions at Mariner, Wealth Enhancement Group, and Commonwealth Financial Network, among others. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, providing investment management, financial planning, and family office services. The firm uses an integrated wealth-management approach combining equities, fixed income, alternatives, and options strategies, and is known for its active sub-advisory roles and affiliated in-house capabilities.

Mary Gukasyan is a financial advisor at RBC Rochdale, LLC with five years of industry experience. She holds a Series 66 designation and has worked previously at Round Hill Asset Management and City National Rochdale. Mary’s prior roles also include positions in local government and academia. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and government entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, utilizing proprietary tools and working with third-party sub-advisors to deliver tailored portfolio management solutions.

Elias Kaplan is a CFP® with five years of industry experience, currently serving as a financial advisor at Lido since 2022. His background includes roles at Altfest Personal Wealth Management and Ernst & Young. He also serves as a director of Vista Hill Limited, a UK holding company involved in real estate in Uruguay. Lido advises a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering integrated wealth management services. The firm employs a tactical investment approach featuring equities, fixed income, alternatives, and options strategies, and is notable for its active sub-advisory role and extensive affiliated capabilities.

Lorenzo Riley is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has held positions at several firms, including JP Morgan Securities LLC and Polaris Wealth Advisory Group. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies, along with a range of portfolio management options and financial planning services.

Mark Harris is a CFP® and Series 65-licensed advisor with nine years of industry experience. He currently works at Mariner, where he has been since 2022, following five years at AdvicePeriod, LLC and four years at the University of California, Los Angeles. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios supported by both internal research and third-party managers, and is noted for its integration of tax, accounting, and administrative CFO capabilities.

David Douglas is a financial advisor at Lido with a Series 65 credential and four years of industry experience. Prior to joining Lido in 2025, he worked at Private Capital Management for three years and has held positions in both the restaurant industry and academia. Lido serves a diverse range of clients, including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm employs an integrated wealth-management approach featuring a broad asset allocation and tactical option strategies, and is notable for its active sub-advisory roles and a wide array of affiliated financial services.

James Savage is a financial advisor at Lido with 10 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Merrill for three years before joining Lido in 2019. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional plans, offering investment management, financial planning, family office services, and access to affiliated trust, tax, insurance, and brokerage services. The firm manages approximately $42.5 billion in assets and employs an integrated wealth-management approach that includes tactical option strategies and a combination of discretionary and non-discretionary accounts.

Christian Martinez is a CFP® with four years of industry experience, currently serving as a financial advisor at Lido. He previously worked at Brent Forrest & Associates and Northwestern Mutual, among other firms. Martinez has also been involved with The Washtub during his early career. Lido advises a wide range of clients, including high-net-worth individuals, family offices, and charitable organizations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach and is notable for its active sub-advisory roles and affiliated capabilities in trust, tax, and brokerage services.

Brendan Logan is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior work history includes roles at Belmont DPW and AV Rizzo Irrigation, as well as academic experience at Elon University and Belmont Hill School. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach that incorporates a broad range of asset classes and tactical defined-risk option strategies, delivering services through both discretionary and non-discretionary accounts alongside affiliated entities.

Brooke Napiwocki is a CFP® with 12 years of experience in the financial industry, currently serving at Lido Advisors, LLC since 2024. Her prior roles include positions at Pegasus Partners, J.W. Cole Advisors, Crescendo Wealth Management, LPL Financial, and WealthSpire Advisors. She is the founder and Chief Wellness Officer of Be Financially Well, LLC, an education company focused on financial wellness. Lido provides investment management, financial planning, and family office services to a diverse client base including high-net-worth individuals, family offices, and charitable organizations. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies, and supports its advisory services with a range of affiliated entities and sub-advisory roles.

Yuyen Chang is a CFP®, CFA®, and Series 65-designated financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 12 years of industry experience. Prior to joining Kayne Anderson Rudnick in 2021, Chang worked at Creative Planning and Halbert Hargrove. He is also an instructor for the CFP education course at the University of California, Irvine. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, registered investment advisers, pension plans, and individual clients. The firm emphasizes fundamental, quality-oriented equity research and offers a range of strategies across market capitalizations and asset classes.

Ronald Silverman is a financial advisor at Hightower Advisors with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Hightower Advisors since 2021. Prior to that, he was associated with Bel Air Investment Advisors LLC, Bel Air Securities LLC, and Bel Air Management Company LLC. He serves on the advisory board for Blacklion Brothers Holdings, LLC, advising on real estate transactions. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions, manager selection, and access to both affiliated and third-party managers, utilizing proprietary research and a varied investment platform across mutual funds, ETFs, and alternative investments.