Andrew Nathin is a CFP® at Lido with one year of industry experience. His prior roles include positions at Satovsky Asset Management, Kore Private Wealth, and Mariner Wealth Advisors. Outside of his advisory work, he has experience with Camp Scatico. 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 diversified strategies across multiple asset classes and manages assets both directly and through pooled vehicles, often using third-party managers and sub-advisers.

Itziar Ramos is a financial advisor at TLG Advisors, Inc. with 25 years of industry experience. Her prior work includes over two decades at Gold Coast Securities, Inc., followed by brief tenures at Peak Brokerage Services, LLC and Blackridge Asset Management, LLC. Ramos also works as an independent insurance agent. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm combines traditional portfolio management and fiduciary services with a direct-to-consumer program called Starlight Portfolios, employing fundamental analysis and Modern Portfolio Theory in its investment approach.

Paul Anello is a financial advisor at Lido with 21 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes four years at Fisher Investments and twelve years at FIDELITY Brokerage Services LLC. 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 with diversification across various asset classes and uses options-based strategies implemented both directly and through pooled vehicles.

Gary Levenstein is a financial advisor with Hightower Advisors, holding a Series 63 designation and 34 years of industry experience. His prior roles include positions at Lindbrook Capital, LLC and Jess S. Morgan & Co., Inc. Since 2022, he has served as a board observer for Endera Corp, a private company. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes proprietary research and a combination of affiliated and third-party managers. The firm serves pension plans, charitable organizations, corporations, trusts, and other financial institutions through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Naira Melkonyan is a financial advisor at Citigroup Global Markets in Los Angeles, CA, with 12 years of industry experience. She holds the Series 66 and Series 63 credentials and has been with Citigroup Private Bank since 2013. Outside of her advisory role, she acts as a Notary Public for friends and family. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.

Heather Kwong is a financial advisor at IEQ Capital, LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at Burnham Gibson Wealth Advisors and Equitable Advisors, with additional experience at the University of California, Irvine. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, non-profit organizations, and other entities. The firm’s investment process is driven by centralized macroeconomic research and includes multi-phase due diligence, with a focus on clients typically having net worths of $10 million or more.

Matthew Meenan is a Series 65-licensed advisor at Lido with one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company, as well as LPL Financial. 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 with diversification across various asset classes and options-based strategies.

Lynne Knox is a financial advisor at Capital Group Private Client Services, Inc. with 20 years of industry experience. She holds a Series 66 designation and previously worked at Capital Bank and Trust Company for five years. Capital Group Private Client Services, Inc. provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, focusing on accounts with a minimum of $5 million. The firm employs a fundamental research-based investment process with a long-term horizon and utilizes a multi-manager approach known as the “Capital System.”

John Usry is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding Series 63 and Series 66 licenses and three years of industry experience. He previously spent 19 years at Aflac before joining New York Life and its affiliated firms. Outside of finance, he is active as a jazz saxophonist. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers customized advice through various program types, emphasizing non-discretionary asset management and working within an integrated New York Life affiliate structure.

Corrina Olson is a CFP® with nine years of industry experience, currently serving at Lido Advisors, LLC. Her prior roles include positions at Copperwynd Financial and The Vanguard Group, Inc., as well as an early career role at Grand Canyon University. She is also licensed as an Independent Insurance Agent in Arizona and Utah, though she spends minimal time in this capacity. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities, providing investment management, financial planning, and family office services. The firm employs an integrated wealth management approach that includes diversification across multiple asset classes and implements options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers.

Elizabeth Miller is a financial advisor at Hightower Advisors with eight years of industry experience. She holds the Series 65 credential and has worked at Hightower since 2021, following five years at Bel Air. Based in Los Angeles, CA, she focuses on providing investment advisory services. Hightower Advisors delivers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a range of investment vehicles.

Gianni De La Cruz is a CFP® professional with 13 years of industry experience. He is currently with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., having previously worked for ten years at The Vanguard Group, Inc. in Los Angeles, CA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across various asset classes. Its advisory services utilize standard asset allocation models and Schwab research tools, with final trading decisions made by clients.

Michelle Jackson is a CFP® with 27 years of industry experience. She has worked at Capital Group Private Client Services, Inc. since 2021 and previously held roles at Capital Bank & Trust Company and Morgan Stanley. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with at least $5 million in assets. The firm employs a multi-manager investment approach based on fundamental research and long-term strategies, often utilizing affiliated pooled funds and separately managed accounts.

Michael Brimhall is a Series 65-credentialed advisor with five years of industry experience. He is currently with MAI Capital Management, LLC and previously worked at Evoke Advisors and Bel Air Advisors. Prior to his advisory roles, he spent four years at Brigham Young University. MAI Capital Management, LLC 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 range of investment strategies and combines financial planning with tax and administrative services, managing over $72 billion in assets as of May 2026.

Ryan Wehr is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has been with Valic Financial Advisors since 2003 and is also involved with Agia, providing non-securities insurance products. Wehr is the owner of Wehr-Living, LLC, a company that rents semi-portable homes in areas with housing needs. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jennifer Mason is a financial advisor at Rockefeller Financial LLC with three years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Bank. Outside of her advisory role, she is an independent business owner involved in direct sales of health, home, and beauty products through Amway. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and access to alternative and private investments, supported by a designated Private Advisor for each client.

Mitchell Fedders is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior roles include positions at Strategic Group, Elizabeth Park Capital Management, and The Ohio State University Shoemaker Center. 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 a wide range of services including investment management, financial planning, family office services, and retirement and estate planning, employing an integrated wealth management approach with diversification across multiple asset classes and options-based strategies.

Bennett Gross is a CFA® charterholder with 35 years of industry experience, currently serving as a financial advisor at Mariner since 2026. His prior experience includes roles at NewEdge Advisors, LLC, Jefferies LLC, Sanctuary Wealth, and L&S Advisors, Inc. He also acts as a trustee for the Friedman Testamentary Trust, overseeing the distribution of assets without compensation. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs a discretionary, customized investment approach supported by in-house research and third-party managers, with a notable integration of tax and accounting resources.

Charleger Santiago is a financial advisor with Eagle Strategies (New York Life) based in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2006. Santiago serves as a board member for Community First Fund. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and offers a range of advisory programs, primarily managing assets on a non-discretionary basis.

Steven Simon is a financial advisor with Equity Services, Inc. in Beverly Hills, CA, holding the ChFC® and Series 63 designations and bringing 44 years of industry experience. He has been associated with Equity Services, Inc. since 1995 and with National Life Group since 1997. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and utilizes third-party asset managers and model portfolios.