Beck Johnson is a financial advisor at Lido with 13 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at UBS Financial Services for 11 years before joining Lido in 2024. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, and various institutional clients, providing investment management, financial planning, and family office services. The firm employs a diversified, integrated wealth management approach that includes options-based strategies and routinely serves registered investment companies in addition to private clients.

Daniel Stegall is a CFP® with three years of industry experience, currently serving as a financial advisor at Lido. Prior to joining Lido, he worked at Ameriprise Financial Services and was involved with MyFreightWorld Inc. outside the financial sector. Lido advises high-net-worth and ultra-high-net-worth clients, family offices, trusts, estates, and pooled investment vehicles through an integrated wealth management approach. The firm employs diversified strategies across multiple asset classes and manages assets on a discretionary basis, including a focus on options-based strategies implemented directly and via pooled vehicles.

Eric Sagadin is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Lido. His prior experience includes multiple roles at Northwestern Mutual and other advisory firms between 2015 and 2020. 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 a diversified investment approach that integrates equities, fixed income, alternatives, and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Cynthia Knowlton is a CFA® charterholder affiliated with Lido in Los Angeles, CA, with over 15 years of industry experience. Her prior roles include positions at Segall Bryant & Hamill and Denver Investments. She serves as Advocacy Chair on the CFA Society Colorado Board, supporting university and community outreach efforts. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and other entities, providing investment management, financial planning, family office services, and retirement and estate planning. The firm employs an integrated wealth management approach that includes diversification across asset classes and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers as appropriate.

James Diehl is a financial advisor at Lido with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Mass Mutual Investors Services and Mass Mutual Life Insurance. Diehl also recommends and services existing life insurance policies with Massachusetts Mutual Life Insurance Company on a limited basis. 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 focused on diversification and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Andrew Wissell is a financial advisor at Lido with a Series 66 credential and one year of industry experience. He has worked at several firms including Accelerated Wealth Partners, J.P. Morgan Securities, JPMorgan Chase Bank, First Republic Bank, Focus Financial Partners, and Union Capital Park. 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 diversified allocations across multiple asset classes and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers when appropriate.

John Kennedy III is a financial advisor at Lido with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Pegasus Partners Ltd. and Robert Baird & Co. prior to joining Lido. 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 that includes diversification across multiple asset classes and options-based strategies.

Garrett Dederichs is a financial advisor at Lido with a Series 65 credential and one year of industry experience. Prior to joining Lido, he worked at KPMG, LLP for five 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 offers integrated wealth management services, including investment management, financial planning, family office services, and retirement and estate planning, and utilizes diversification and options-based strategies within client accounts and pooled vehicles.

Brandon Heicklen is a Series 65-licensed financial advisor with five years of industry experience. He is currently with SCS Capital Management LLC and previously worked at Lido Advisors, LLC and Steel Peak Wealth Management, LLC. Outside of his advisory work, Heicklen coaches high school and junior college football players in punting and kicking. Lido serves high-net-worth and ultra-high-net-worth clients, including individuals, family offices, and institutions, providing investment management, financial planning, and family office services. The firm uses a diversified wealth management approach that incorporates equities, fixed income, alternatives, and options-based strategies, often managing assets on a discretionary basis and collaborating with third-party managers.

Brandon Denihan is a financial advisor at Lido with nine years of industry experience. He holds Series 63 and Series 65 licenses and was previously with Crawford Investment Counsel for 20 years. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities, offering investment management, financial planning, family office services, and estate planning. The firm employs an integrated wealth management approach focused on diversification and options-based strategies, managing assets both directly and through sub-advisers.

Ben Hamblen is a financial advisor at Lido with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Mass Mutual Life Insurance Company, Hornor, Townsend & Kent, and The Penn Mutual Life Insurance Company. Outside of his advisory role, he is involved in insurance sales and service, specifically with Penn Mutual Life products. Lido advises high-net-worth and ultra-high-net-worth clients, family offices, and institutional entities, offering integrated wealth management services that include investment management, financial planning, and access to third-party managers. The firm employs diversified strategies across multiple asset classes and manages assets both directly and through pooled vehicles.

Jerry Nigro is a financial advisor at Lido with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Claybrook Capital, LLC and Robertson Stephens Advisors LLC. Nigro 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 provides investment management, financial planning, and family office services, emphasizing an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Patrick Savage is a financial advisor at Lido with Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Pegasus Partners, North Capital Private Securities, Continental Properties, and ROBERT W. BAIRD & Co. 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 various asset classes and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers and sub-advisers as appropriate.

Evan Levy is a financial advisor at Lido with 13 years of industry experience and holds the Series 65 designation. He has worked at Lido Advisors, LLC since 2015. 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 comprehensive wealth management services, including investment management, financial planning, and family office services, and employs a diversified investment approach featuring equities, fixed income, structured notes, real estate debt, alternatives, and options-based strategies.

Sharon Scarpa is a Series 65-licensed advisor with Lido in Los Angeles, CA. She has seven years of industry experience, including six years at Fountainhead Capital Management and two years combined at Lido Advisors. Prior to her financial advisory career, she worked four years at Thirty-One Gifts. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, and other clients with investment management, financial planning, and family office services. The firm employs an integrated wealth management approach that includes diversified asset allocation and options-based strategies, managing assets both directly and through pooled vehicles.

Joel Van Buren is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He currently works at Lido Advisors, LLC and previously held roles at Exchange Capital Management Inc and Shotwell Rutter Baer Financial Planners. His background also includes positions at Michigan State University and Byrum Ace Hardware. 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 various asset classes and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Joshua Miller is a CFP® and holds a Series 66 license, with 16 years of experience in financial advising. He currently works at Lido Advisors, LLC and previously spent eight years at Colorado Financial Management LLC. Outside of his advisory role, he is a member of CFM Holdings, LLC, which owns Lido’s office space in Johnstown, Colorado. 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 focusing on diversification across various asset classes and options-based strategies, frequently managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Scott Brokaw is a financial advisor at Lido with 12 years of industry experience and holds a Series 65 designation. His background includes serving as an insurance agent since 2010 alongside his advisory role. 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, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

William Nail is a Series 65 licensed financial advisor at Lido with two years of industry experience. Prior to joining Lido Advisors in 2023, he worked at First Republic Bank and has experience with a beverage company, The Finnish Long Drink. He also has teaching experience at Santa Clara University and Greenwich High School. 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, retirement and estate planning, and access to third-party managers and sub-advisers, employing an integrated wealth management approach that includes diversification across asset classes and options-based strategies.

Steven Ralff is a CFA® charterholder with 22 years of industry experience. He is currently an advisor at Lido Advisors, LLC, having joined in 2025 after roles at Fountainhead Advisors, LaSalle Securities, and Blackrock Investments. Outside of finance, he is a named partner of AHR Design, LLC, an interior design firm based in Maplewood, NJ. Lido advises high-net-worth and ultra-high-net-worth clients, family offices, trusts, estates, and charitable organizations, offering a range of services including investment management, financial planning, and estate planning. The firm employs an integrated wealth management approach that incorporates diversification across multiple asset classes and implements options-based strategies within client accounts and pooled vehicles.