David Daughtrey is a financial advisor at Lido with 32 years of industry experience. He holds the CFP® and CFA® designations and has previously worked at Purshe Kaplan Sterling Investments and Copperwynd Financial LLC. In addition to his advisory role, he is an independent insurance agent for various insurance companies. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach with diversification across multiple asset classes and implements options-based strategies in client accounts and pooled vehicles.

Tyler Tevich is a financial advisor at Lido with six years of industry experience. He holds a Series 66 designation and previously worked at Northern Trust Bank, Northern Trust Securities, Inc., and The Ayco Company, L.P./Mercer Allied. His background also includes roles related to professional development at the University of Wisconsin-Madison. 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 a range of services including investment management, financial planning, family office services, and retirement and estate planning, employing an integrated wealth management approach that includes diversified asset allocation and options-based strategies.

Duy Le is a financial advisor at Lido with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, Merrill, and Fountainhead Advisors. 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, and family office services, employing a diversified and options-based investment approach implemented through discretionary management and third-party sub-advisers.

Stuart Chaussee is a financial advisor at Lido with 26 years of industry experience and holds a Series 65 credential. He previously led Stuart Chaussée & Associates, Inc. for over two decades, providing subadvisory asset management services to Lido. In addition to his advisory work, Chaussee is a self-employed author of personal finance and investment books since 2002. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, and institutions by offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach with diversification across multiple asset classes and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Erick Newton is a CFP® with 33 years of industry experience. He is currently with Lido Advisors, LLC and has previously worked at Purshe Kaplan Sterling Investments and Copperwynd Financial. Newton has an ownership interest in Project Sandstone LLC, a holding company for shares of company stock and private investments. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, and various institutional clients with investment management, financial planning, and family office services. The firm uses an integrated wealth management approach that includes diversification across multiple asset classes and implements options-based strategies both directly and through pooled vehicles.

Candice Richardson is a CFA® charterholder with six years of experience at Lido Advisors and a total of two years in the financial industry. Her prior roles include positions at Witt O'Brien's, UCLA Luskin Center for Innovation, Milken Institute, University of California, Los Angeles, and Alliance Bernstein. Outside of her advisory work, she has been a dog sitter for Rover in Redondo Beach, CA since 2025. 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 options-based strategies, managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Luke Bender is a Series 65–licensed financial advisor at Lido with one year of industry experience. Prior to joining Lido Advisors, LLC, he was employed at the Post Investment Group and has worked at Calabasas Country Club. He graduated from the University of Wisconsin, Madison. Lido serves high-net-worth and ultra-high-net-worth clients including individuals, family offices, and charitable organizations. The firm provides investment management, financial planning, and family office services, employing a diversified and options-based investment approach implemented both directly and through pooled vehicles.

Jotham Monsma is a financial advisor at Lido with Series 63 and Series 65 credentials and two years of industry experience. He previously worked at Exchange Capital Management Inc and spent ten years at New Street Research. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices and charitable organizations, offering investment management, financial planning, and estate services. The firm employs a diversified, integrated wealth management approach and manages assets both directly and through third-party managers and sub-advisers.

Yeugenia Napoli is a financial advisor at Lido with 19 years of industry experience. She holds a Series 66 designation and has worked previously at Chelsea Financial Services, Fountainhead Capital Management, and HSBC Bank USA. Napoli has minor involvement in credit card processing through Priority Payments Local LLC. Lido advises high-net-worth and ultra-high-net-worth clients, including family offices, trusts, estates, and charitable organizations. The firm provides investment management, financial planning, family office services, and access to third-party managers, focusing on a diversified investment approach that includes options-based strategies implemented directly and through pooled vehicles.

Michael Muchnikoff is a CFP® professional with six years of industry experience, currently serving at Lido. His prior roles include positions at Mariner, Mutual of America Securities LLC., and Edward Jones. He has spent time in full-time education and extended travel between professional engagements. 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 multiple asset classes and options-based strategies, typically managing assets on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Nathan Feld is a Series 65-licensed financial advisor with experience at firms including Argos Capital Partners, LPL Financial, and Paradigm. He is currently with Lido Advisors, where he has worked since 2026. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities by providing investment management, financial planning, and family office services. The firm employs an integrated wealth management approach that emphasizes diversification and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Trent Jordan is a financial advisor at Lido with a Series 65 credential and one year of industry experience. His prior roles include positions at CountryPlace Mortgage, the Poarch Creek Indian Gaming Commission, and Stephen F. Austin State 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 offers investment management, financial planning, family office services, and retirement and estate planning, using a diversified, integrated wealth management approach that includes options-based strategies and discretionary asset management.

Alyssa Weinberger is a CFP® with 11 years of experience, currently serving as an advisor at Lido. She has been associated with various Lido entities since 2004, including Lido Consulting Group, where she provides advice to family offices and organizes industry events. Weinberger also holds managing member roles in several investment-related and holding companies. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and charitable organizations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach with diversified strategies across multiple asset classes and manages assets both directly and through third-party managers.

Brennan Fontana is a financial advisor at Lido with Series 65 and Series 66 credentials and four years of industry experience. His prior work includes roles at eXp Realty, Marcus & Millichap, Bank of America, and Merrill Lynch Pierce Fenner & Smith. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, providing investment management, financial planning, family office services, and estate planning. The firm employs an integrated wealth management approach across various asset classes and offers options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers as appropriate.

Max Mahr is a financial advisor at Lido with Series 63 and Series 65 licenses and two years of industry experience. Before joining Lido, he worked at H.C. Wainwright & Co., LLC and Morgan Stanley. 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 emphasizes diversification and options-based strategies.

Troy Jones is a CFA® charterholder with three years of industry experience. He is currently with Lido Advisors, LLC and also serves Enterprise Trust & Investment Company, where he has worked for over 30 years. His work is exclusively focused on his role at Enterprise Trust & Investment Company. 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 multiple asset classes and manages assets on a discretionary basis, often utilizing third-party managers and sub-advisers.

Ford Van Winkle is a Series 65 licensed advisor with nine years of industry experience, currently working at Lido Advisors, LLC since 2025. He previously held roles at Freestone Capital Management, LLC from 2023 to 2025, and Fisher Investments from 2016 to 2023. 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 multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and incorporating third-party managers as appropriate.

Robert Renshaw is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Lido. He previously spent 10 years at Fountainhead Capital Management and continues to assist with the winding down of its operations following its merger with Lido. Outside of investment advisory, he is also an agent for life insurance with Penn Mutual Life Insurance and National Life Group. 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 an integrated wealth management approach with diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and partnering with third-party managers when appropriate.

Tyler Olsen is a CFP® with 23 years of industry experience currently serving as an advisor at Lido. His prior roles include positions at Platte River Wealth Advisors and Wells Fargo Advisors. 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 a diversified, integrated wealth management approach that includes options-based strategies and frequently manages assets on a discretionary basis.

Greg Satz is a financial advisor at Lido with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Avitas Wealth Management, PKS Advisory Services, and UBS Financial Services. He is also involved as a principal in alternative investment firms including Avitas Capital Management and Avitas Capital Partners. 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 estate planning, employing a diversified, options-based investment approach and frequently managing assets on a discretionary basis with the use of third-party managers.