David Douglas is a financial advisor at Lido with four years of industry experience and holds a Series 65 designation. His previous roles include positions at Private Capital Management and work experience outside of finance at Texas Roadhouse. 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 featuring diversification 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.

James Savage is a financial advisor at Lido with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill from 2016 to 2019 before joining Lido Advisors, LLC in 2019. 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 a diversified investment approach across multiple asset classes and implements options-based strategies, managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Christian Martinez is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Lido Advisors, LLC since 2024 and previously held positions at Brent Forrest & Associates, Northwestern Mutual, and other firms. Martinez is based in Los Angeles, CA. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm uses an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers.

Brendan Logan is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior work includes roles at Belmont DPW, AV Rizzo Irrigation, and Elon University. 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, using an integrated wealth management approach featuring diversification across multiple asset classes and options-based strategies.

Brooke Napiwocki is a CFP® professional with 12 years of industry experience, currently serving at Lido Advisors, LLC. Her prior roles include positions at Pegasus Partners, J.W. Cole Advisors, Crescendo Wealth Management, LPL Financial, and WealthSpire Advisors. She is the founder and Chief Wellness Officer of Be Financially Well, LLC, an education company focused on financial wellness across all ages. 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 that emphasizes diversification and options-based strategies, managing assets primarily on a discretionary basis while utilizing third-party managers and sub-advisers as appropriate.

Cody Ambrogi is a financial advisor at Lido with four years of industry experience. He holds a Series 65 designation and has previously worked at SEI Investments and Penn State University. Based in Los Angeles, CA, Ambrogi joined Lido in 2022. 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 integrated wealth management, including investment management, financial planning, family office services, and retirement and estate planning, using diversified strategies across multiple asset classes and options-based approaches.

Nolan Dietel is a CFP® and holds a Series 65 license with four years of industry experience. He has worked with Lido Advisors since 2025 and previously was with PrairieView Partners from 2022 to 2025. Outside of finance, he has experience in the hospitality industry, including roles at Crooked Pint Ale House and Texas Roadhouse. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, and corporations. The firm employs an integrated wealth management approach with a focus on diversification and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers when appropriate.

John Barnes is a financial advisor at Lido with Series 65 and Series 66 credentials and seven years of industry experience. His prior work includes roles at William Blair & Co and Morgan Stanley. Based in Los Angeles, he has been with Lido since 2025. 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 estate and retirement planning, utilizing a diversified wealth management approach that includes equities, fixed income, alternatives, and options-based strategies.

Evan Menendez is a financial advisor at Lido with Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Morgan Stanley and held a part-time assignment at UBS. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices and charitable organizations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach with diversification across various asset classes and options-based strategies, managing assets primarily on a discretionary basis.

Thomas Petrocelli is a financial advisor at Lido with three years of industry experience. He holds a Series 65 credential. His prior roles include positions at Fountainhead Asset Management, Bloomberg LP, and Milluk 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 provides 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.

Samuel Hoeck is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Lido. His prior experience includes roles at First Republic Investment Management and Securities, Wells Fargo Clearing, San Diego Gas & Electric, and Kestra Investment Services. Lido provides wealth management services to 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 approach that includes diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers when appropriate.

Marc Rock is a financial advisor with Lido who holds Series 63 and Series 66 credentials and has 16 years of industry experience. He has held roles at Lido Advisors, SecureVest Financial Group, Abrahamsenrock, Ohio National Financial Services, and Guardian Life Insurance Company. He is also the managing member and CEO of Abrahamsenrock, a registered investment advisor providing customized wealth management solutions. 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 that includes diversification across multiple asset classes and options-based strategies, managing assets on a discretionary basis while utilizing third-party managers and sub-advisers when appropriate.

Andrew Theodore is a financial advisor at Lido with 9 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Raymond James & Associates and Charles Schwab. 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 that includes diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers when appropriate.

Sergio Duenas Granados is a CFA® charterholder serving as a financial advisor at Lido with nine years of industry experience. He has been with Lido Advisors, LLC since 2017 and previously worked at the Academy of Beauty from 2013 to 2017. Outside of his advisory role, he is a partner in the Piruchi Food truck business in Los Angeles, where he manages financial records. 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 focused on diversification across various asset classes and options-based strategies, typically managing assets on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Carlos Arroyo Govea is a Series 66-licensed financial advisor at Lido with two years of industry experience. Prior to joining Lido, he worked at Morgan Stanley and Upstart. Outside of finance, he has a part-time role as a delivery driver for Uber. 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 multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers when appropriate.

David Lipsey is a financial advisor at Lido with Series 63 and Series 65 registrations and four years of industry experience. He previously worked at Wells Fargo Investment Institute and Wells Fargo Private Bank, with a combined tenure of 15 years. 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, options-based, integrated wealth management approach.

Marya Young is a Series 63–licensed financial advisor with 24 years of industry experience. She is currently a Managing Director and Senior Wealth Advisor at Lido Advisors, LLC, where she has worked since 2024. Prior to joining Lido, she was affiliated with Private Wealth Strategies, Lincoln Investment, and Shore Morgan Young Wealth Strategies. Outside of her advisory role, she owns Design for Elegance, a furniture design business. 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 focused on diversification across various asset classes and implements options-based strategies both directly and through pooled vehicles.

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.

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.