Kevin Monaco is a financial advisor at William Blair with 32 years of industry experience and holds Series 63 and Series 65 licenses. He previously worked at Dynasty Financial Partners, Oppenheimer, D.A. Davidson & Co., and Wells Fargo Clearing. Based in Los Angeles, CA, he joined William Blair in 2026. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and offers proprietary models and access to private funds through its MB Investments Program.

William Lynch is a financial advisor at IEQ Capital, LLC in Los Angeles, CA, holding a Series 65 license with two years of industry experience. His prior roles include positions at Spectrum and Carmel Realty Company, as well as academic experience at the University of Texas and Stevenson School. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations, focusing on separately managed accounts and family-office services. The firm integrates macro and manager research with access to alternative investments and digital asset exposure, managing approximately $35.4 billion in client assets.

Heather Wald is a financial advisor at Hightower Advisors with nine years of industry experience. She holds a Series 66 designation and previously worked at Bel Air Securities LLC, Bel Air Investment Advisors LLC, and Bel Air Management Company LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing an advisory model that emphasizes manager selection and multi-manager solutions with access to affiliated and third-party managers.

Tyler Tevich is a financial advisor at Lido with six years of industry experience. He holds a Series 66 designation and previously worked at Northern Trust Bank, Northern Trust Securities, Inc., and The Ayco Company, L.P./Mercer Allied. His background also includes roles related to professional development at the University of Wisconsin-Madison. 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 range of services including investment management, financial planning, family office services, and retirement and estate planning, employing an integrated wealth management approach that includes diversified asset allocation and options-based strategies.

Ana Viramontes is a financial advisor at Citigroup Global Markets with two years of industry experience. She has been with Citibank since 2014. Ana holds a Series 66 designation and is based in Simi Valley, California. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies and maintains in-house research and security-pricing functions, supporting customized solutions for high-net-worth and institutional clients.

Duy Le is a financial advisor at Lido with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Morgan Stanley and Fountainhead Advisors. 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 integrated wealth management, including investment management, financial planning, family office services, and estate planning, with a diversified investment approach that incorporates equities, fixed income, structured notes, real estate debt, and alternatives.

Stuart Chaussee is a Series 65-licensed financial advisor with 26 years of industry experience, currently with Lido Advisors, LLC since 2025. He has operated his own firm, Stuart Chausée & Associates, Inc., since 2012, providing subadvisory asset management services to Lido. Chaussee is also a self-employed author of personal finance and investment books since 2002. 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 diversified investments across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Maxwell Luck is a financial advisor at Oppenheimer with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Bank and Wells Fargo Clearing. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs a range of investment approaches across equity, balanced, and fixed income strategies and reported approximately $36.7 billion in assets under management as of December 31, 2025.

Erick Newton is a CFP® professional with 32 years of industry experience. He currently works at Lido Advisors, LLC and previously was with Purshe Kaplan Sterling Investments and Copperwynd Financial. He is associated with Project Sandstone LLC, a holding company for private investments based in Arizona with no active business duties. Lido advises 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, retirement and estate planning, and access to third-party managers, employing an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Candice Richardson is a CFA® charterholder with six years of experience at Lido Advisors and a total of two years in the financial industry. Her prior roles include positions at Witt O'Brien's, UCLA Luskin Center for Innovation, Milken Institute, University of California, Los Angeles, and Alliance Bernstein. Outside of her advisory work, she has been a dog sitter for Rover in Redondo Beach, CA since 2025. 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 various asset classes and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Stephanie Arkof is a financial advisor at Mercer Global Advisors with 19 years of industry experience and a Series 65 designation. She was previously with SB Capital Management, Inc. for 22 years. SB Capital Management, Inc. provides investment advisory and financial planning services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation oriented approach that emphasizes portfolio structure and tax-aware implementation, managing discretionary accounts and multiple private equity and hedge fund vehicles.

Lawrence Abrahams is a financial advisor at MAI Capital Management, LLC with 28 years of industry experience. He holds a Series 63 designation and previously worked at Crescent Bay Advisors, Inc. and Evoke Advisors. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages over $72 billion in assets and offers a range of customized portfolio strategies supported by in-house managers and third-party sub-advisers.

Luke Bender is a Series 65–licensed financial advisor at Lido with one year of industry experience. Prior to joining Lido Advisors, LLC, he was employed at the Post Investment Group and has worked at Calabasas Country Club. He graduated from the University of Wisconsin, Madison. Lido serves high-net-worth and ultra-high-net-worth clients including individuals, family offices, and charitable organizations. The firm provides investment management, financial planning, and family office services, employing a diversified and options-based investment approach implemented both directly and through pooled vehicles.

Steven Mulligan is a financial advisor at D.A. Davidson & Co. with 33 years of industry experience. He has been with D.A. Davidson since 2013 and holds Series 63 and Series 65 licenses. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, equity research, and a private wealth program for clients with over $20 million in net worth.

Ian Ruebel is a financial advisor at Hightower Advisors in Los Angeles, CA, holding a Series 65 designation with four years of industry experience. He has been with Hightower since 2019 and previously worked at LourdMurray from 2017 to 2019. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with capabilities spanning mutual funds, ETFs, alternative investments, and custom indexing.

Hyun Shin is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has worked at several firms including WFG Direct and Keller Williams Encino-Sherman Oaks Realty, and he owns AZ 1 Enterprizes, Inc., a pass-through entity for accounting purposes related to his WFG/TFA business. Shin also engages in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach implemented through third-party managers and digital platforms, supported by a large advisor network.

Jotham Monsma is a financial advisor at Lido with Series 63 and Series 65 credentials and two years of industry experience. He previously worked at Exchange Capital Management Inc and spent ten years at New Street Research. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices and charitable organizations, offering investment management, financial planning, and estate services. The firm employs a diversified, integrated wealth management approach and manages assets both directly and through third-party managers and sub-advisers.

Yeugenia Napoli is a financial advisor at Lido with 19 years of industry experience. She holds a Series 66 designation and has worked previously at Chelsea Financial Services, Fountainhead Capital Management, and HSBC Bank USA. Napoli has minor involvement in credit card processing through Priority Payments Local LLC. Lido advises high-net-worth and ultra-high-net-worth clients, including family offices, trusts, estates, and charitable organizations. The firm provides investment management, financial planning, family office services, and access to third-party managers, focusing on a diversified investment approach that includes options-based strategies implemented directly and through pooled vehicles.

Michael Muchnikoff is a CFP® certificant with six years of industry experience. He currently works at Lido Advisors, LLC and has previously been employed by Mariner, Mutual of America Securities LLC, Edward Jones, State Farm, and BlastOne International. His background includes periods of full-time education and extended travel. 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 on a discretionary basis and facilitating access to third-party managers and sub-advisers.

Mark Sear is a financial advisor at MAI Capital Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Evoke Advisors and First Republic Investment Management. MAI Capital Management provides discretionary and non-discretionary investment management along with integrated wealth management, retirement plan consulting, and family-office services to high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory roles, managing over $72 billion in assets.