Gavin Stellpflug is a financial advisor at Lido with a Series 66 designation and two years of industry experience. Prior to joining Lido, he worked at Bank of America, Merrill, and Equitable Advisors. Outside of finance, he has experience as a self-employed coach and has worked in education and hospitality. 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, and family office services, with a focus on diversification and options-based strategies implemented both directly and through pooled vehicles.

Nicholas Hixon is a CFP® professional at Lido with four years of industry experience. He previously worked at Shore Morgan Young and Lincoln Investment. 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, managing assets primarily on a discretionary basis while utilizing third-party managers and sub-advisers when appropriate.

Alexander Kob is a financial advisor at Lido with 11 years of industry experience. He holds a Series 66 designation and has worked at Lido Advisors, LLC since 2017. Prior to that, he was with Purshe Kaplan Sterling Investments and McAdam LLC from 2014 to 2017. 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 a diversified, integrated wealth management approach that includes options-based strategies and discretionary asset management.

Christopher Peterson is a CFP® with 13 years of industry experience, currently serving as an advisor at Lido since 2016. Prior to joining Lido, he worked at Asset Planning Solutions/Ken Stern & Associates from 2016 to 2018. Lido advises 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, utilizing an integrated wealth management approach that incorporates diversification and options-based strategies.

Colleen Kelly is a financial advisor with Lido, holding a Series 66 credential and 12 years of industry experience. She has worked at Lido Advisors since 2018 and previously held roles at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, and Wells Fargo 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 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.

Matthew Kulka is a CFP® with eight years of experience in the financial services industry. He is currently with Lido Advisors, LLC and has prior experience at Morgan Stanley, E*TRADE Capital Management, Fidelity Brokerage Services, and Royal Alliance Associates. Kulka also worked at Michigan State University earlier in his career. 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 on a discretionary basis and utilizing third-party managers and sub-advisers when suitable.

Jeffrey Westheimer is a financial advisor at Lido with 17 years of industry experience and holds a Series 66 designation. He has been with Lido Advisors Holding, LLC since 2015 and is also the owner of 10 Fifteen Consulting, a business consulting firm. 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 multiple asset classes and implements options-based strategies both directly and through pooled vehicles.

Kamarra Freeman is a financial advisor at Lido with a Series 65 designation and one year of industry experience. Prior to joining Lido, Freeman held roles at Paypal Holdings Inc, Kinfolk Venture Capital, Banks Capital, and Club Ethos. 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 includes diversification across multiple asset classes and options-based strategies.

Kyle Cross is a financial advisor at Lido with five years of industry experience. He holds the Series 65 designation and has worked at Lido Advisors since 2020. His prior roles include positions at PricewaterhouseCoopers, Genentech, UCLA, and Avanade. 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 with diversification across multiple asset classes and options-based strategies.

Richard Henry is a Series 65-licensed financial advisor at Lido with seven years of industry experience. He previously worked at Wells Fargo Investment Institute, Inc. for seven years and Sauganish Capital Management LLC for four 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 options-based strategies, managing assets primarily on a discretionary basis while leveraging third-party managers and sub-advisers.

Jacob Silverstein is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Lido with six years of industry experience. He previously worked at All-Terrain Financial and has a background that includes various roles in financial services and other industries. Outside of his advisory work, he operates JTS Capital LLC as a sole proprietor, managing investment property-related administrative tasks. 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, offering an integrated wealth management approach with diversification across multiple asset classes and options-based strategies.

Warren Baker is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at Lido. He previously worked at Platte River Wealth Advisors and Wells Fargo Private Bank. He is a board member of the Colorado Foundation for Conductive Education, a nonprofit organization. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles, offering 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, managing assets on a discretionary basis and frequently serving registered investment companies.

Davis Bell is a Series 65-licensed financial advisor with 3 years of industry experience. He has worked at Lido Advisors, LLC since 2022 and previously held a role at Emissary Wealth in 2021. Prior to entering the financial advisory field, he spent time at Virginia Tech and Delbarton School. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, estates, 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 and utilizing third-party managers when appropriate.

Andrew Wallace is a financial advisor at Lido with Series 63 and 65 licenses and four years of industry experience. His prior roles include positions at Corient Services LLC, Bain & Company, Northwestern University, and Sanford C. Bernstein & Co., 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 employs an integrated wealth management approach emphasizing diversification across multiple asset classes and implements options-based strategies, often managing assets on a discretionary basis with third-party managers and sub-advisers.

Brian Appel is a financial advisor at Lido with 28 years of industry experience. He holds the CFP® and ChFC® designations along with the Series 63 and Series 65 licenses. His prior roles include positions at Charles Schwab, Fidelity Investments, and ClientWise. Lido advises high-net-worth and ultra-high-net-worth clients, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers integrated wealth management services, including investment management, financial planning, and family office support, with a focus on diversification across multiple asset classes and options-based strategies.

Ashish Patel is a financial advisor at Lido with five years of industry experience and holds a Series 66 designation. Prior to joining Lido, he worked at BluePointe Capital Management and held various roles at First Command Insurance and Brokerage Services. In addition to his advisory work, Patel serves as a Reserve Officer and Safety Officer in the United States Air Force and as a First Officer for United Airlines. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, estates, and pooled investment vehicles. The firm employs an integrated wealth management approach that incorporates diversified asset classes and options-based strategies, managing assets on a discretionary basis and often utilizing third-party managers and sub-advisers.

Brendan Van Cleve is a financial advisor at Lido with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Asset Planning Solutions, Inc. and Ken Stern & Associates. Van Cleve was also associated with Lido Advisors, Inc. from 2014 to 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 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 engaging third-party managers when appropriate.

Ryan Pittman is a financial advisor at Lido with CFP®, ChFC®, and Series 65 credentials and three years of industry experience. He previously worked at CG Advisory Services LLC and The Advancement Group. Outside of advisory work, he owns RP Systems LLC, a firearms and optics sales business, and is a sole proprietor involved in health insurance premium renewals. Lido advises 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 across multiple asset classes and implements options-based strategies, managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Dillon Gracey is a CFP® professional with four years of industry experience. He is currently with Lido Advisors, LLC, having joined in 2023, and previously worked at Goldman Sachs and United Capital. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices and charitable organizations, providing 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 collaborating with third-party managers.

Benjamin Bruner is a financial advisor at Lido with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Lido in 2025, he worked at Northwestern Mutual in various capacities from 2021 to 2024. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, offering integrated wealth management with diversification across multiple asset classes and options-based strategies. The firm manages assets on a discretionary basis and frequently sub-advises registered investment companies.