William Dixon is a Series 65–licensed financial advisor at Lido with three years of industry experience. His prior roles include positions at Duke University, Northwestern Mutual, and Life Time Fitness. 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, offering investment management, financial planning, family office services, and retirement and estate planning, with a focus on diversification and options-based strategies.

Jeremy Curtis is a CFP® with six years of industry experience. He is currently with Lido Advisors, LLC and has held previous roles at Strata Wealth Advisors, Guardian Life Insurance Company, The Curtis Law Firm, Lightstone Wealth Planning Solutions, Avidian Wealth Solutions, New York Life Insurance Company, and Integrated Wealth Counsel. 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, and retirement and estate planning, employing an integrated wealth management approach that includes diversified asset classes and options-based strategies implemented both directly and through pooled vehicles.

Neil Greenberger is a financial advisor at Citigroup Global Markets with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. Citigroup Global Markets combines large institutional scale with distinctive market roles, including in-house research and derivatives services, to support its multi-asset, multi-manager investment strategies.

Douglas Scotti is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2007. Outside of his advisory role, he manages Scotti's Original Springs, LLC, a business involved in trademark management. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles, including in-house research, swap dealing, and futures commission merchant services.

Christian Tiscareno is a financial advisor at Lido with 10 years of industry experience and a Series 66 credential. His prior roles include positions at BluePointe Capital Management, Fisher Investments, and Securities America. He serves as a chapter leader for the Gates Millennium Scholars Alumni Association in the Silicon Valley/San Francisco area and is involved with FindMyVote.org, a website that helps voters locate polling places and voter registration information. 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 featuring diversification across multiple asset classes and options-based strategies, often managing assets on a discretionary basis and collaborating with third-party managers and sub-advisers.

Nora Mc Cormack is a financial advisor at Capital Group Private Client Services, Inc. with 18 years of industry experience. She holds the Series 66 designation and has previously worked at Franklin Templeton, USAA Investment Management Company, and Merrill. Capital Group Private Client Services provides discretionary investment management mainly to high-net-worth individuals and charitable organizations, offering access to separately managed accounts, mutual funds, ETFs, and private-equity and alternative strategy funds. The firm employs a multi-manager approach rooted in fundamental research and a long-term investment horizon.

Richard Ratner is a financial advisor at Hightower Advisors in Los Angeles, holding a Series 65 designation with five years of industry experience. Prior to joining Hightower Advisors, he worked at CBRE, Inc for 13 years. He serves as a board member of the Cedar Sinai Board of Governors. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, with an emphasis on discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Roy Elliott Jr. is a financial advisor at Lido with 24 years of industry experience and holds a Series 66 designation. He has previously worked at First Republic Investment Management, First Republic Securities Company, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory role, Elliott serves as a non-voting board member of Oncology and Kids, a nonprofit focused on supporting children affected by cancer. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs an integrated wealth management approach emphasizing diversified investments across equities, fixed income, structured notes, real estate debt, and alternatives, often implementing options-based strategies and managing assets on a discretionary basis.

Kevork Dulgeryan is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 66 designation and four years of industry experience. Prior to joining Capital Group, he worked at JPMorgan Chase Bank and practiced law at Dulgeryan Law PC. He also has experience with the California Community Foundation and Deloitte. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach centered on fundamental research and long-term investing.

Marcus Braun is a financial advisor at Lido with a Series 66 designation and three years of industry experience. He previously worked at UBS Financial Services and Equitable Advisors. Braun is involved with Credit Abuse Resistance Education (CARE) in Los Angeles, where he provides financial literacy presentations, and serves on the Finance Committee of the Notre Dame Club of Los Angeles. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs an integrated wealth management approach that includes diversification across various asset classes and uses options-based strategies often managed on a discretionary basis, with a notable focus on serving registered investment companies and managing options-focused pooled strategies.

Shannon Sahli is a financial advisor at Lido with a Series 65 license and two years of industry experience. Prior to joining Lido Advisors, LLC, she worked at JetBlue Airways and Starbucks. 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 with an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Sean Mounce is a financial advisor with Guardian Life and holds a Series 66 license. He has two years of industry experience and has worked with Park Avenue Securities and Merlin Financial Services. He serves on the board of the North Redondo Beach Business Association. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser offering brokerage services, financial planning, and retirement consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm provides a range of advisory programs using both proprietary and third-party models.

Louis Abel is a CFA® charterholder with 13 years of experience in the financial industry. He currently works at Cerity Partners LLC and has previously been with Covington Capital Management, Tarbox Family Office, and First Foundation Advisors. Based in Los Angeles, CA, Abel holds a Series 65 license. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation and manager selection, combining proprietary quantitative screening with third-party managers and individual securities, and offers access to alternative and private-market investments.

Sandra Ortega is a financial advisor at Citigroup Global Markets with 24 years of industry experience. She holds a Series 66 designation and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with a combination of large institutional scale and unique market roles.

Ryan Cosgrove is a Series 65-licensed financial advisor with seven years of industry experience. He currently works at Lido Advisors, LLC and has held prior roles at Financial Engines Advisors L.L.C., LifeTyme Financial Group, Alpha Squared Capital, and Ronancio Wealth Management. 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 and options-based strategies, and it frequently manages assets on a discretionary basis while utilizing third-party managers and sub-advisers.

Todd Walklett is a CFP® and CFA® with five years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2022, following a 15-year tenure at Covington Capital Management. Based in Los Angeles, CA, Walklett’s background includes roles at established investment firms. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio strategies.

Daniel Weitzman is a CFP® professional at Lido with five years of industry experience. He has worked at Lido Advisors since 2019 and previously held positions at RAI Wealth Management and VACA. Outside of finance, he was involved with Catering by Greg from 2015 to 2017. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations. The firm offers comprehensive wealth management services with a focus on diversification and options-based strategies implemented through discretionary management and third-party sub-advisers.

Sebastian Ferro Sequedo is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Smith Barney LLC, Bank of America, N.A., Merrill, and Julius Baer International Ltd. Sebastian is based in Beverly Hills, CA. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research, swap dealer activities, and bespoke discretionary solutions for very large relationships.

Anmol Multani Kohal is a financial advisor with Lincoln Investment, holding a Series 66 credential and two years of industry experience. Prior to joining Lincoln Investment in 2025, he worked at Equitable Advisors and ZS Associates. He also serves as an Associate Planner in training at The Rawls Company, focusing on business succession planning. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management with advisor-led and firm-managed models, and access to third-party managers, supported by an in-house Investment Management & Research team.

Garrett Gabriel is a financial advisor at Lido with a Series 65 designation and four years of industry experience. He has been with Lido Advisors, LLC since 2021. Prior to his advisory role, his work history includes positions outside of financial services, such as roles in the restaurant industry and other short-term employments. Lido advises 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, emphasizing an integrated wealth management approach that includes diversified asset classes and options-based strategies.