Jaron Wagner is a CFP® and Series 65-licensed advisor at Lido with five years of industry experience. He has held roles at Lido Advisors, Matter Family Office, RMB Capital Management, and SEI Archway. 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 approach that includes diversification across various asset classes and options-based strategies.

Jonathan Milner is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior roles include positions at Olympus Wealth Management and Wealth Strategies. Outside of finance, he has experience working with Hawx Smart Pest Control and has been involved with Brigham Young University in recent years. Lido advises high-net-worth and ultra-high-net-worth clients, including family offices, trusts, estates, and charitable organizations, offering investment management, financial planning, and family office services. The firm employs a diversified, integrated wealth management approach and manages assets on a discretionary basis utilizing third-party managers and options-based strategies.

Kevin Maldonado is a financial advisor at Lido with a Series 65 credential and three years of industry experience. He previously worked at The Northern Trust Company and has experience outside finance at the Chicago Tribune and Flattop Grill. Maldonado is based in Los Angeles, CA. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and pooled investment vehicles. The firm employs an integrated wealth management approach incorporating diversification across multiple asset classes and options-based strategies, typically managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Jessica Fino is a financial advisor at Lido with 14 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill for 10 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 an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Daniel Reardon Jr. is a financial advisor at Lido with three years of industry experience. He holds a Series 65 designation and has worked at Lido Advisors, Fisher Investments, Northwestern Mutual, and Reardon & Company. He also has prior experience at Rhodes College Finance Office. 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 investment management, financial planning, family office services, and retirement and estate planning, implementing a diversified, options-based approach across various asset classes.

Thomas Mirth is a CFP®-credentialed financial advisor at Lido with three years of industry experience. He has worked at several firms, including Kestra Investment Services and Fisher Investments. Outside of his advisory work, he serves on the board of Alpha Lambda of Theta Xi House Corp and is a member of the Shepherd Center Junior Committee. Lido advises high-net-worth and ultra-high-net-worth clients, including family offices and charitable organizations, offering services such as investment management, financial planning, and estate planning. The firm employs an integrated wealth management approach with diversified strategies and routinely serves as a sub-adviser for registered investment companies.

Jon Morgan is a Senior Wealth Advisor and Managing Director at Lido with 37 years of industry experience. Before joining Lido Advisors in 2024, he worked at Private Wealth Strategies, Lincoln Investment, and Shore Morgan Young Wealth Strategies. Outside of his financial advisory career, he is a partner and owner in several car wash enterprises and manages multiple real estate and investment holding companies. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations. The firm employs an integrated wealth management approach with diversified strategies across equities, fixed income, alternatives, and options-based methods, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers.

Raul Acevedo is a financial advisor at Lido with 16 years of industry experience. He holds a Series 66 designation and previously worked at Stifel for seven years before joining Lido Advisors, 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 provides investment management, financial planning, family office services, and retirement and estate planning, employing an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Aaron Love is a CFP® professional based in Los Angeles, CA, with three years of industry experience. He has worked at Lido Advisors since 2025 and previously held roles at Copperwynd Financial and Fidelity Investments. Outside of finance, he has experience in the food service industry and worked with a nonprofit organization affiliated with the Church of Jesus Christ of Latter Day Saints. 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 with a focus on diversification and options-based strategies, managing assets both directly and through third-party managers and sub-advisers.

Robert Barnes is a CFP®, CFA®, and holds a Series 66 license with 16 years of industry experience. He is currently with Lido Advisors, LLC and has previously worked at Mariner Wealth Advisors, PFG Advisors, Securities America Advisors, and Klevens Capital Management. Outside of his advisory work, he owns and manages several investment real estate properties in Renton, WA. 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 integrated wealth management with diversified strategies across equities, fixed income, structured notes, real estate debt, and alternatives, implementing options-based approaches and managing assets primarily on a discretionary basis.

Philip Houchin is a financial advisor at Lido with a Series 65 credential and five years of industry experience. He previously worked at Jackson Hole Capital Partners, Mid-Con Energy Partners LP, and Patriot Bank. Outside of his advisory role, he is the managing member of Triple Down LLC, a legacy investment entity focused on oil and gas interests and real estate. Lido advises 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, managing assets primarily on a discretionary basis and utilizing third-party managers when appropriate.

Brian Reisner is a financial advisor at Lido with a Series 65 credential and two years of industry experience. Prior to joining Lido in 2023, he spent 12 years at Virtual PICU Systems, LLC. He currently serves on the board of directors for Virtual PICU Systems, which supports a network of Pediatric Intensive Care Units across North America. 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, utilizing a diversified, options-based investment approach across various asset classes and managing assets primarily on a discretionary basis.

Timothy Johnson Jr. is a CFP® with two years of industry experience, currently serving as a financial advisor at Lido. He previously worked at Capco and has held various roles including at Hawkers Asian Street Fare and Uber, where he continues to work part-time as a delivery driver. 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 estate planning, employing an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Daniel Elijah Valverde is a financial advisor at Lido with a Series 65 credential and one year of industry experience. Prior to joining Lido, he worked at Fisher Investments for one year and has held a variety of positions in different industries including Doordash and Chick-fil-A. 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 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.

Peter Morimoto is a financial advisor at Lido with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lido Advisors, First Republic Securities, First Republic Investment Management, and Wells Fargo Advisors. He serves on the advisory board of Namara Water Technologies, a company focused on smart home water leak detection and pressure control. 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, including diversification across multiple asset classes and implementation of options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Elliot Wicks is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior work includes roles at Dwayne Lanes Auto Family, Hawx Pest Control, and Walsh Construction Co. He has also been involved with nonprofit and community organizations such as the Stroum Jewish Community Center and Alk. United Church of Christ. 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 spanning equities, fixed income, structured notes, real estate debt, and alternatives, including options-based strategies, and frequently manages assets on a discretionary basis while utilizing third-party managers and sub-advisers.

Henry Herrill is a financial advisor at Lido with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles, providing integrated wealth management services that include investment management, financial planning, and family office services. The firm employs a diversified investment approach with options-based strategies and manages assets both directly and through third-party managers and sub-advisers.

Dalton Downer is a financial advisor at Lido with Series 65 credentials and two years of industry experience. He previously worked at CS Tomasi Wealth Management and has held various roles in education and communications. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations. The firm employs an integrated wealth management approach with diversified investments and options-based strategies, managing assets both on a discretionary basis and through third-party managers and sub-advisers.

Courtney Blum is a financial advisor at Lido with 18 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Northern Lights Distributors, LLC and Centerstone Investors, LLC. Blum is based in Los Angeles, CA. 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 implements options-based strategies both directly and through pooled vehicles.

Michael Benevento is a financial advisor at Lido with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Fountainhead Advisors, Castlekeep Investment Advisors, MEBCO LLC, and Millennium Partners. Outside of advising, he is the founder and CEO of MEBCO LLC, a consulting firm, and serves on the advisory boards of Terramint Group Corp. (real estate investment) and Worldwide Solutions and Services (engineering consulting). Lido provides investment management, financial planning, and family office services to high-net-worth and ultra-high-net-worth clients, including individuals, family offices, trusts, estates, charitable organizations, and corporations. The firm employs a diversified investment approach across multiple asset classes and offers options-based strategies through discretionary management and third-party sub-advisers.