Stacy Beattie is a financial advisor at Lido with 18 years of industry experience and holds the Series 66 designation. Her career includes positions at Stifel Nicolaus & Co Inc, Barclays Capital Inc., and Lehman Brothers Inc. She has been with Lido Advisors, LLC since 2021. 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 manages assets on a discretionary basis, often utilizing third-party managers and options-based strategies.

Gunit Bedi is a financial advisor at Lido with 23 years of industry experience and holds the Series 66 designation. He previously worked at Avitas Wealth Management and UBS Financial Services. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other institutions by providing investment management, financial planning, family office services, and estate planning. The firm employs a diversified, integrated wealth management approach that includes equities, fixed income, structured notes, real estate debt, alternatives, and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Brent Coughenour is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Lido Advisors, LLC. His prior experience includes roles at Citizens Securities, Inc., PNC Investments, MML Investors Services LLC, and MassMutual. 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 utilizes diversification across multiple asset classes and options-based strategies.

Matthew D'attilio is a CFA® charterholder with 21 years of industry experience, currently serving as an advisor at Lido Advisors, LLC since 2024. His prior experience includes roles at Pegasus Partners Ltd. for nine years, Reinhart Partners, LLC for eight years, and U.S. Bancorp Asset Management, Inc. for one year. 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 estate and retirement planning, with a focus on diversification across multiple asset classes and options-based strategies.

Noah Melquist is a CFP® and holds a Series 65 license with three years of industry experience. He currently works at Lido Advisors, LLC and previously was with Exchange Capital Management Inc. Noah’s earlier work includes roles outside finance in the restaurant and software sectors. 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 across multiple asset classes and directly implements options-based strategies, often managing assets on a discretionary basis.

Elbert Liu is a CFA® charterholder with four years of industry experience, currently serving as an advisor at Lido since 2025. He previously worked at Avitas Wealth Management and Norbida Limited USA. Lido serves 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 that includes diversification across multiple asset classes and options-based strategies, and it routinely sub-advises registered investment companies and manages pooled vehicles.

Jacob Shoemaker is a financial advisor at Lido with a Series 65 designation and one year of industry experience. He previously worked at Whitaker-Myers Wealth Managers, Ltd. and attended Grace College. 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 implements options-based strategies, managing assets on a discretionary basis and using third-party managers when appropriate.

Gregory Robitshek is a CFA® charterholder affiliated with Lido, bringing two years of industry experience. Prior to joining Lido, he worked at Nuveen Investments for 17 years. Lido provides investment management, financial planning, family office services, and retirement and estate planning for high-net-worth and ultra-high-net-worth clients, as well as institutions. The firm employs an integrated wealth management approach focused on diversified portfolios including equities, fixed income, alternatives, and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Edward Rios is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His background includes roles in education and various service and retail positions, as well as work with the McFerrin Center of Entrepreneurship at Texas A&M. Lido advises high-net-worth and ultra-high-net-worth clients, including family offices, trusts, estates, and charitable organizations. The firm employs an integrated wealth management approach with diversification across multiple asset classes and options-based strategies, managing assets on a discretionary basis while often collaborating with third-party managers and sub-advisers.

Adam Osterling is a CFP® certificant with nine years of industry experience, currently serving as Vice President and Wealth Adviser at Lido. His prior roles include positions at Lincoln Investment, Shore Morgan Young, and Morgan Stanley. 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.

Jack Bergon is a financial advisor at Lido with a Series 65 designation and two years of industry experience. Prior to joining Lido Advisors, LLC, he worked at First Republic Bank, Talkdesk, Procore Technologies, and Shaw Security. 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.

Colin Grover is a CFP® with 19 years of industry experience, currently serving as an advisor at Lido Advisors, LLC since 2020. Prior to joining Lido, he worked at Portfolio Solutions, LLC from 2016 to 2020. 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 implements options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.