Nathaniel Downes is a CFA charterholder with 21 years of industry experience. He is currently with Lido Advisors, LLC and previously worked at Avitas Wealth Management and UBS Financial Services. Downes serves on the CFA Society of Los Angeles and the CFA Institute’s Standards of Practice Council, contributing to educational activities and ethical standards in the profession. Lido advises high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations. 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 and utilizing third-party managers when appropriate.

Ananya Chandra is a financial advisor at Lido with one year of industry experience. She holds a Series 65 designation and previously worked at Pegasus Partners Ltd for six 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 employs an integrated wealth management approach focused on diversification across multiple asset classes and implements options-based strategies, often managing assets on a discretionary basis and collaborating with third-party managers and sub-advisers.

Jerrod Foster is a financial advisor at Lido with CFP®, CFA®, and Series 66 credentials and 10 years of industry experience. His prior roles include positions at Morgan Stanley, Parkside Advisors LLC, and Bank of New York Mellon. In addition to his advisory work, Foster serves as associate faculty at West Valley-Mission Community College District and as adjunct faculty at Contra Costa Community College District. 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 multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and frequently collaborating with third-party managers and sub-advisers.

Stephen Zhou is a financial advisor at Lido with 10 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Fountainhead Capital Management, MML Investors Services, and MassMutual Life Insurance Company. Zhou also operates as an insurance broker, selling life, disability, long-term care insurance, and annuities through various providers. 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 an integrated wealth management approach emphasizing diversification and options-based strategies, often managing assets on a discretionary basis and utilizing third-party managers and sub-advisers.

Audrey Dalsass is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. She currently works at Lido Advisors, LLC and has prior experience at Olympus Wealth Management, LLC. Before entering financial services, she worked at the University of Utah Marriott Library and in grade school education. 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, offering investment management, financial planning, family office services, and retirement and estate planning, with a focus on diversification and options-based strategies.

Bryce Bednorz is a financial advisor at Lido with 12 years of industry experience. He holds a Series 65 designation and previously worked for Fountainhead Capital Management for 11 years. Additionally, he is a licensed insurance agent recommending and servicing life and disability insurance policies through Guardian Insurance Company and National Life Group. 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 integrated wealth management, including investment management, financial planning, family office services, and retirement and estate planning, utilizing diversification and options-based strategies across various asset classes.

Tracy Wright is a financial advisor with Lido in Los Angeles, holding a Series 65 designation. Wright has industry experience beginning in 2022, including roles with Fountainhead Advisors and Lido Advisors, and has backgrounds in community volunteering and operating an organized transitions business. Lido serves high-net-worth individuals, family offices, trusts, and various institutions with investment management, financial planning, and family office services. 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 working with third-party managers.

Michael Reid is a CFA® charterholder with 16 years of industry experience. He is currently with Lido Advisors, LLC, where he has worked since 2025, and previously spent 36 years at Exchange Capital Management, Inc. He is involved with Whiskey Lake Partners, LLC, a firm formed to acquire and manage intellectual property rights related to generic top-level domain names. 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.

Henry Hagenbuch is a financial advisor at Lido with eight years of industry experience. He holds a Series 65 designation and has worked at several firms including Robertson Stephens Wealth Management, Mercer Global Advisors, and ClearRock Capital. Outside of his advisory role, he owns NH Ventures, LLC, a pass-through entity for his personal private investments. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and other entities. The firm provides investment management, financial planning, and family office services, employing a diversified investment approach that includes options-based strategies and the use of third-party managers and sub-advisers.

Keri Kutakoff is a ChFC® credentialed financial advisor with 20 years of industry experience, currently with Lido Advisors, LLC. Her prior work includes roles at Chelsea Financial Services, Fountainhead AM, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. She also serves as a general agent overseeing life insurance appointments and underwriting with National Life Group. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, providing investment management, financial planning, and estate services. The firm employs a diversified investment approach incorporating equities, fixed income, alternatives, and options-based strategies, and often manages assets on a discretionary basis while working with third-party managers and sub-advisers.

Blair Buick is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Lido in Los Angeles, CA. His prior experience includes roles at Innofovate LLC and The Renaissance Companies. Lido provides wealth management services to high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities, offering a diversified investment approach that includes equities, fixed income, alternatives, and options-based strategies. The firm manages assets on a discretionary basis and frequently serves as a sub-adviser to registered investment companies.

Matthew Sealy is a Series 65-credentialed advisor with four years of industry experience, currently working at Lido Advisors, LLC since 2022. Prior to joining Lido, he held roles at BlastMotion Inc., San Diego State University, Mascot Factory, Westview High School, and the United States Soccer Federation. Lido serves high-net-worth and ultra-high-net-worth clients, including individuals, family offices, trusts, estates, charitable organizations, and corporations. 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 utilizing third-party managers when appropriate.

Dani Comart is a financial advisor at Lido with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank NA and JPMORGAN Securities LLC for nine years. Comart has been with Lido Advisors, LLC since 2020. 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 an integrated wealth management approach with diversification across asset classes and implements options-based strategies directly and through pooled vehicles.

Virginia Aaron is a financial advisor at Lido with 20 years of industry experience. She holds Series 65 and Series 66 designations and has worked at firms including Claybrook Capital, Robertson Stephens Advisors, and Morgan Stanley. Aaron 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 offers integrated wealth management with diversification across multiple asset classes and employs options-based strategies, managing assets typically on a discretionary basis and utilizing third-party managers when appropriate.

Jonathan Padrnos is a CFP® with three years of industry experience, currently working at Lido Advisors, LLC. He previously worked at Northwestern Mutual in various roles related to wealth management and investment services. Outside of finance, he owned and operated Jonny's Landscaping & Gardening Services for eight years. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach, diversifying across multiple asset classes and implementing options-based strategies, typically managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Landon Thompson is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. He is currently with Lido Advisors, LLC and previously worked at Olympus Wealth Management, 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 offers integrated wealth management with diversification across multiple asset classes and implements options-based strategies, managing assets primarily on a discretionary basis and incorporating third-party managers as appropriate.

Bradley Kaufman is a financial advisor at Lido with Series 63 and Series 65 credentials and four years of industry experience. His prior experience includes roles at TradeStation Securities, Integrated Financial Concepts, Cypress Insurance Group, and Liberty Mutual Insurance. 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, utilizing an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Andrew Hancock is a CFP®, ChFC®, and holds a Series 66 license with 11 years of industry experience. He is currently with Lido Advisors, LLC and has previously worked at SBC Wealth Management and Morgan Stanley. Based in Los Angeles, CA, Hancock has been advising clients 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 a comprehensive wealth management approach, including investment management, financial planning, and estate planning, and employs diversified strategies across various asset classes while managing assets primarily on a discretionary basis.

Justin Walsh is a CFP® with two years of industry experience, currently serving as a financial advisor at Lido. Prior to joining Lido, he worked at Tolleson Wealth Management and several other financial firms. Lido advises 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 diversification across multiple asset classes and implements options-based strategies, typically managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Grant Vahalla is a CFP®-certified financial advisor with 15 years of industry experience, currently with Lido Advisors, LLC. His prior roles include positions at TIAA-CREF, Fidelity Brokerage Services LLC, and Advanced Practice Advisors, LLC. Outside of his advisory work, he is a co-owner of Launderland, a self-serve laundry business in Encinitas, California. Lido serves 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 multiple asset classes and options-based strategies, and it often manages assets on a discretionary basis while utilizing third-party managers and sub-advisers.