Jack Kirby is a financial advisor at Lido with a Series 65 designation and five years of industry experience. His prior roles include positions at Wells Fargo Advisors and California Lutheran University. Lido serves high-net-worth and ultra-high-net-worth clients, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach emphasizing diversification across various asset classes and options-based strategies, managing most assets on a discretionary basis and utilizing third-party managers when appropriate.

Gerardo Camacho is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at World Financial Group, WealthWave, and Revolution Financial Management. Outside of advisory work, he operates an independent tax preparation service and is involved in real estate activities. Transamerica Financial Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment programs.

Lauren Garner is a financial advisor at IEQ Capital, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining IEQ Capital, she worked at Mozaic LLC, Pritzker Group (Sheridan Place), and Perella Weinberg Partners. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutions, utilizing a macroeconomic research-driven investment process and a combination of liquid strategies, third-party managers, and private alternatives. The firm offers a range of ancillary family-office services and focuses on clients with net worth typically above $10 million.

Natalie Stover is a financial advisor at Lido with one year of industry experience. She holds a Series 65 designation and previously worked at Focus Partners Wealth, LLC, Monster Energy, Dutch Bros, and Letzroll Offroad. 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, employing an integrated wealth management approach across a broad range of asset classes and options-based strategies.

Todd Krieg is a CFA® charterholder with 21 years of industry experience. He is currently with Lido Advisors, LLC and has previously worked at Pegasus Partners Ltd., Reinhart Partners, LLC, and U.S. Bancorp Asset Management, Inc. 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 emphasizing diversification across asset classes and implements options-based strategies both directly and through pooled vehicles.

Michael Lee is a Series 65-licensed financial advisor with Hightower Advisors, based in Beverly Hills, CA. He has 14 years of industry experience, including roles at HighTower Advisors since 2019 and Lourd Capital Management since 2009. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions through affiliated and third-party managers, employing proprietary research and diverse portfolio construction strategies.

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.

Michael Fink is a CFP® and Series 66 professional with four years of experience in financial advising. He currently works at Mariner Wealth Advisors and has previous experience at EP Wealth Advisors, Highmark Capital Management (Union Bank Private Bank), and U.S. Trust. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm uses customized portfolios supported by an internal team and third-party managers, and it offers integrated tax, accounting, and family office services uncommon among large advisory firms.

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 Angel of the Winds Casino, as well as experience in the food service industry and retail. 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, employing an integrated wealth management approach that includes diversification across asset classes and options-based strategies.

Garrett Patton is a financial advisor at Creative Planning with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fisher Investments and Personal Capital Advisors Corporation prior to joining Creative Planning. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Sharon Stepenosky is a financial advisor at Sanctuary Advisors, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill, Morgan Stanley, and Morgan Stanley Private Bank. She serves as a board member for the El Encanto Homeowners Association in Calabasas, CA. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports over 400 independent advisor representatives who employ various investment approaches and manage accounts on discretionary or non-discretionary bases.

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. He holds Series 63 and Series 65 designations and has 25 years of experience within the Capital Group organization. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm employs a multi-manager investment approach based on rigorous fundamental research and typically allocates client assets among separately managed accounts and pooled investment vehicles.

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 LLC and held various roles at the University of Maryland. 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 a diversified, integrated wealth management approach that includes options-based strategies and third-party asset management.

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. He holds Series 63 and Series 65 licenses and is based in Los Angeles, CA. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive investment strategies across various asset classes.

Kirstie Hunt is a financial advisor at Lido with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Lido Advisors, Avitas Wealth Management, Elevation Consultants, and JP Morgan Chase Bank. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, 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 implements options-based strategies, managing assets on a discretionary basis and utilizing third-party managers when appropriate.