Alyssa Weinberger is a CFP® with 11 years of experience, currently serving as an advisor at Lido. She has been associated with various Lido entities since 2004, including Lido Consulting Group, where she provides advice to family offices and organizes industry events. Weinberger also holds managing member roles in several investment-related and holding companies. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and charitable organizations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach with diversified strategies across multiple asset classes and manages assets both directly and through third-party managers.

Matthew Harris is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Hightower Advisors since 2008, including in roles at Hightower Securities, and currently also operates a consulting business, Aperture Partners Inc., providing research and analysis on asset allocation, investment managers, and client content. Hightower Advisors serves a broad range of individual and institutional clients, offering investment advisory and planning services with an emphasis on manager selection and multi-manager solutions. The firm combines proprietary research and diverse portfolio construction strategies, supporting both discretionary and non-discretionary management approaches.

Eduardo Provincia is a financial advisor at NewEdge Advisors with 14 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates, Inc. from 2016 to 2023. Provincia is also involved in fixed insurance and annuity sales through related business activities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Brennan Fontana is a financial advisor at Lido with Series 65 and Series 66 credentials and four years of industry experience. His prior work includes roles at eXp Realty, Marcus & Millichap, Bank of America, and Merrill Lynch Pierce Fenner & Smith. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, providing investment management, financial planning, family office services, and estate planning. The firm employs an integrated wealth management approach across various asset classes and offers options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers as appropriate.

Eda Hong is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and beginning her career in 2024. She has been with Citigroup in multiple periods since 2024, with prior gaps in employment. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Michael Lemkin is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2003. He serves as the trustee of an irrevocable spendthrift trust for a family friend, managing investments and distributions in that capacity. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory approaches spanning equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation.

Nicholas Benedetto is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 credentials. He has four years of industry experience, including prior roles at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., and JPMorgan Chase Bank N.A. Outside of finance, his work history includes positions in the automotive and veterinary sectors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment advisory programs alongside broker-dealer execution and custody services. The firm’s approach includes discretionary and non-discretionary multi-manager strategies, supported by in-house research and unique market roles such as security-based swap dealing and futures commission merchant activities.

Nicholas Ravden is a financial advisor at MAI Capital Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Evoke Advisors, Bessemer Trust, BP Wealth Management, Merrill, and Morgan Stanley. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers additional services such as trust administration and insurance through affiliated entities.

Max Mahr is a financial advisor at Lido with Series 63 and Series 65 licenses and two years of industry experience. Before joining Lido, he worked at H.C. Wainwright & Co., LLC and Morgan Stanley. 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 emphasizes diversification and options-based strategies.

Troy Jones is a CFA® charterholder with three years of industry experience. He is currently with Lido Advisors, LLC and also serves Enterprise Trust & Investment Company, where he has worked for over 30 years. His work is exclusively focused on his role at Enterprise Trust & Investment Company. 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 manages assets on a discretionary basis, often utilizing third-party managers and sub-advisers.

Russell Hitchcock is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and two years of industry experience. He is also involved with Lang Wealth Management and JD Lang & Associates, where he prepares individual and entity tax returns for clients. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers a range of portfolio management and financial planning services utilizing both firm- and third-party investment models.

Ford Van Winkle is a Series 65 licensed advisor with nine years of industry experience, currently working at Lido Advisors, LLC since 2025. He previously held roles at Freestone Capital Management, LLC from 2023 to 2025, and Fisher Investments from 2016 to 2023. Lido serves 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, managing assets primarily on a discretionary basis and incorporating third-party managers as appropriate.

Benjamin Posen is a financial advisor with Hightower Advisors, holding a Series 63 license and bringing 28 years of industry experience. He previously worked for Lindbrook Capital, LLC for 14 years before joining Hightower in 2025. Outside of his advisory role, he serves as a board member for Hopeless Records, Still Got Game, and as an independent board member for CNL Strategic Capital. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach involves manager selection and multi-manager solutions, incorporating both affiliated and third-party managers, with discretionary and non-discretionary portfolio management options.

Tyler Dritz is a CFA® charterholder with 20 years of industry experience. He has worked at Hightower Advisors since 2025 and previously spent 14 years at Lindbrook Capital, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s approach centers on manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research to deliver customized portfolio management and financial planning.

Kevin Salk is a financial advisor with Oppenheimer in Los Angeles, CA, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. His prior work includes roles at Cliffwood Partners LLC, Citigroup Global Markets, and CIBC World Markets Corp. Outside of finance, he is a photographer specializing in early 1980s punk rock bands and operates multiple photography-related businesses, including partnerships with galleries and a published book. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of investment and consulting services across discretionary and non-discretionary accounts, with a notable focus on custody of client assets and management of both commission-based and non-discretionary advisory programs.

Justin Koroyan is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities, JP Morgan Chase Bank, City National Securities, and HSBC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including in-house research and unique market roles.

Richard Freilich is a financial advisor at Hightower Advisors in Los Angeles, CA, with 43 years of industry experience. He has held positions at Hightower Advisors since 2021 and previously worked at Bel Air Securities LLC and Bel Air Investment Advisors LLC from 1998 to 2021. He holds Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Robert Renshaw is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Lido. He previously spent 10 years at Fountainhead Capital Management and continues to assist with the winding down of its operations following its merger with Lido. Outside of investment advisory, he is also an agent for life insurance with Penn Mutual Life Insurance and National Life Group. 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 an integrated wealth management approach with diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and partnering with third-party managers when appropriate.

Thomas Pontius is a CFP® professional with five years of experience at Kayne Anderson Rudnick Investment Management, LLC and a total of four years in the financial industry. Prior to joining Kayne Anderson Rudnick in 2021, he worked at Wells Fargo Private Bank, Ernst & Young, and Andersen Tax LLC. He is also a limited partner in a real estate investment LLC where he provides tax and financial advice. 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 with an emphasis on fundamental company-level research and proprietary governance and sustainability assessments. The firm manages approximately $58 billion in assets and serves diverse client types, including pension plans, insurance companies, family offices, and sovereign wealth funds.

Spencer Anmuth is a financial advisor with TLG Advisors, Inc. in Los Angeles, CA, holding a Series 66 credential and one year of industry experience. He has held roles at Gideon Strategic Partners and Mill Creek Capital Advisors and has academic experience from the University of Pennsylvania. Anmuth also works as a Client Service Associate at Gideon Strategic Partners. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, offering investment supervisory services, portfolio management, and financial planning.