Zachary Schneider is a Series 65-licensed financial advisor with three years of industry experience. He is affiliated with IDB Lido Wealth, LLC and Lido Advisors, LLC, having worked in related financial services roles since 2012, including a decade at 1st Fidelity Loan Servicing. IDB Lido Wealth, LLC is a SEC-registered adviser jointly owned by Lido Advisors and Israel Discount Bank of New York, providing investment management, financial planning, and family office services to a range of clients including high-net-worth individuals, family offices, and institutional entities. The firm employs a multi-asset, integrated wealth management approach and operates with a significant affiliate network and sub-advisory relationships.

Gregory Kushner is a financial advisor at IDB Lido Wealth, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at multiple related firms, including Lido Advisors and Oakhurst Advisors. Outside of his advisory roles, he is the founder and president of Lido Consulting Group, LLC, which provides consulting and educational services to family offices. IDB Lido Wealth, LLC serves high-net-worth individuals, family offices, pensions, and other institutional clients with an integrated wealth management approach that includes multi-asset allocations and utilizes affiliated sub-advisers. The firm is jointly owned by Lido Advisors and Israel Discount Bank of New York and offers discretionary investment management as well as financial planning and fiduciary services.