Brian Griffiths is a financial advisor at Lido with 18 years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and FIDELITY Personal and Workplace Advisors. Outside of his advisory role, he is a part-owner of a handmade jewelry and hair salon business operated by his wife. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles through an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies. The firm routinely manages assets on a discretionary basis and serves registered investment companies while employing third-party managers and sub-advisers when appropriate.

Jordan Hunt is a CFA® charterholder and financial advisor at Lido with six years of industry experience. Prior to joining Lido, he worked at Jackson Hole Capital Partners, Trust Company of Oklahoma, and Corporate Consulting Group / Financial Solutions, Inc. He is based in Los Angeles, CA. Lido serves high-net-worth and ultra-high-net-worth clients, including individuals, family offices, trusts, and charitable organizations. The firm offers integrated wealth management with diversification across multiple asset classes and utilizes options-based strategies, managing assets mainly on a discretionary basis and employing third-party managers and sub-advisers when appropriate.

Kayla Kaltenecker is a CFP® with eight years of industry experience, currently advising clients at Lido. She has worked with Lido Advisors, LLC since 2017 and has also been involved with Kaltenecker Inc., an accounting firm where she serves as a data entry assistant. 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 strategies across multiple asset classes and routinely manages assets on a discretionary basis, including options-based strategies implemented both directly and through pooled vehicles.

Lewis Shore is a financial advisor at Lido with over 51 years of industry experience. He holds a Series 63 designation and has worked at firms including Lincoln Investment, Capital Analysts, and Private Wealth Strategies. Outside of advisory roles, he has been involved in the sale and service of life and health insurance products since 1974. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, and other institutional clients, providing integrated wealth management with diversification across multiple asset classes and options-based strategies. The firm also offers family office services, retirement and estate planning, and access to third-party managers and sub-advisers.

John Bute is a financial advisor at Lido with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several notable firms, including Bank of America, Merrill Lynch, Wells Fargo Clearing, and Morgan Stanley. He serves as Director at Lido Tax LLC, where he is involved in business planning and operational oversight. Lido serves high-net-worth and ultra-high-net-worth individuals and institutions, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach that includes diversified strategies across multiple asset classes and options-based techniques, managing assets primarily on a discretionary basis while utilizing third-party managers as appropriate.

Brock Niederer is a Series 65-licensed financial advisor at Lido with one year of industry experience. His prior roles include positions at Spire Outsourcing and BYU Idaho, with six years in full-time education before entering the financial sector. Lido serves high-net-worth and ultra-high-net-worth clients—including family offices, trusts, and charitable organizations—by providing investment management, financial planning, and family office services. The firm employs a diversified, integrated wealth management approach spanning multiple asset classes and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers.

Louis Kim is a financial advisor at Lido with one year of industry experience. He holds the Series 66 designation and has previously worked at MKL Capital Management LLC, Paceline Partners, The Leaders Group Inc, and Gideon. Outside of his advisory role, he is the managing member of Big D Hotel, LLC, a group investment vehicle related to a hotel in Dallas, Texas. 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 across multiple asset classes and offers investment management, financial planning, family office services, and retirement and estate planning.

Maher Askary is a Series 65-credentialed advisor at Lido with experience spanning several firms since 2016. He has held positions at Lido Advisors, Envision Capital Group, Partners Capital Group, AD Asset Management, and Yield Investments LTD. Outside of his advisory roles, Askary has served as managing director of AD Asset Management, a commercial real estate investment fund currently in the process of closing. 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 emphasizing diversification across multiple asset classes and options-based strategies, managing assets both directly and through affiliated pooled vehicles.

Adam Castillo is a financial advisor at Lido with four years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Cambridge Management Group, Mondelez International, and California State University of San Marcos. Outside of finance, he was involved with the North County Basketball Officials Association for two years. 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, typically managing assets on a discretionary basis while utilizing third-party managers as appropriate.

Jeffrey Kaufmann is a financial advisor at Lido with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lido Advisors, LLC since 2021, following six years at Boston Private Wealth LLC. Based in Los Angeles, CA, he provides advisory services within a firm that serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. Lido employs an integrated wealth management approach that includes diversification across multiple asset classes, implements options-based strategies such as its “Cap and Cushion” method, and manages assets primarily on a discretionary basis while utilizing third-party managers and sub-advisers as appropriate.

Louis Flamino is a financial advisor with Lido, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Lido Advisors, LLC since 2016 and also provides services for IDB Lido Wealth, LLC under a contractual agreement. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and other entities, offering investment management, financial planning, and family office services. The firm employs a diversified investment approach that includes equities, fixed income, structured notes, real estate debt, and alternatives, along with options-based strategies implemented directly in client accounts and pooled vehicles.

Dylan Fagundes is a financial advisor at Lido with a Series 65 credential and one year of industry experience. His prior roles include positions at Pacific Premier Trust, Kroenke Sports & Entertainment, and Jacquard Hotel. 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, utilizing an integrated wealth management approach with diversification across various asset classes and options-based strategies.

Jacob Eggett is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Lido Advisors, LLC since 2025. He previously worked for nine years at Copperwynd Financial, LLC. Outside of his advisory role, Eggett is a trustee of a family trust connected to an online food blog. 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, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Matthew Bloom Krull is a CFP® professional with 19 years of industry experience and is currently with Lido Advisors, LLC. He previously worked for Olympus Wealth Management, LLC for 10 years. Krull serves as a board member for Methodists Helping Methodists, a nonprofit organization in Utah. 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 integrated wealth management services including investment management, financial planning, family office services, and estate planning, employing a diversified investment approach that incorporates equities, fixed income, structured notes, real estate debt, and alternative strategies.

Roberto Paredes is a financial advisor at Lido with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mariner Wealth Advisors and Msec, LLC. He has been with Lido Advisors since 2021. 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 primarily on a discretionary basis and utilizing third-party managers when appropriate.

Robert Lawton is a financial advisor at Lido with a Series 65 credential and one year of industry experience. His prior work includes roles at GreensLedge and 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 employs an integrated wealth management approach incorporating diversification across multiple asset classes and options-based strategies, managing assets on a discretionary basis and utilizing third-party managers and sub-advisers as appropriate.

Victor Isidro is a financial advisor at Lido with a Series 65 credential and no prior industry experience. His work history includes roles at Sumitomo Mitsui Banking Corporation and Lido Advisors, LLC, as well as time in education at Boston College and Seton Hall Preparatory School. Lido serves high-net-worth and ultra-high-net-worth clients, including individuals, family offices, trusts, charitable organizations, and pooled investment vehicles. The firm offers investment management, financial planning, family office services, and retirement and estate planning, utilizing an integrated wealth management approach with diversification across multiple asset classes and options-based strategies.

Graham Foltz is a financial advisor at Lido with a Series 66 designation and two years of industry experience. His prior roles include positions at Nuveen Securities, Nuveen Asset Management, and Arrowmark Partners. Outside the financial sector, he has worked in hospitality and recreational settings, including a country club and a restaurant. 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 focusing on diversification across multiple asset classes and implements options-based strategies, managing assets primarily on a discretionary basis while utilizing third-party managers and sub-advisers when appropriate.

Sanjeev Sardana is a financial advisor at Lido with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Bluepointe Capital Management, LLC for 19 years. 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 while utilizing third-party managers and sub-advisers when appropriate.

Myra Alport is a financial advisor at Lido with 19 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Copperwynd Financial and Thompson Wealth Management. 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 both directly and through third-party managers and sub-advisers.