Sierra Argyle is a CFP® and Series 65 credentialed financial advisor at Lido with six years of industry experience. She has worked at Lido Advisors, LLC since 2019, following roles at Signature FD, LLC and Bessemer Trust. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and charitable organizations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth management approach, including options-based strategies and diversification across various asset classes, often managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Kelly Oliver is a CFP®-designated financial advisor at Lido with seven years of industry experience. She has held positions at firms including XPS Capital, Purshe Kaplan Sterling Investments, and Chevy Chase Trust. Lido serves high-net-worth and ultra-high-net-worth clients, offering 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, managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Janice Osugi is a CFA® charterholder and holds Series 63 and Series 66 licenses, with six years of industry experience. She has worked at Lido Advisors, LLC since 2025 and previously spent four years at Bluepointe Capital 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 provides investment management, financial planning, family office services, and retirement and estate planning, employing an integrated wealth management approach with diversified strategies across multiple asset classes and options-based tactics.

Christopher Nolan is a financial advisor at Lido with a Series 65 designation and two years of industry experience. He has previously worked at Andersen, LLC and Deloitte & Touche, as well as held roles at Merkle, Inc. and the University of Notre Dame. Outside of his advisory work, Nolan manages a personal family office investment entity, Beverly Capital LLC. Lido serves high-net-worth and ultra-high-net-worth clients, including individuals, 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 both directly and through pooled vehicles.

Viktoria Falus is a CFP® professional with 15 years of industry experience, currently serving at Lido Advisors, LLC dba Colorado Financial Management since 2023. Prior to that, she spent 18 years at Sargent Bickham Lagudis, LLC. Based in Los Angeles, CA, she holds experience working with a range of client needs in 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, utilizing diversification across multiple asset classes and options-based strategies, often managing assets on a discretionary basis and incorporating third-party managers and sub-advisers.

Meagan D'angelo is a CFP® professional with 15 years of industry experience. She has worked at Lido Advisors, LLC since 2023 and previously spent 20 years at Sargent Bickham Lagudis, LLC. Based in Los Angeles, CA, she is currently with Lido, an enterprise firm employing over 300 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 that includes diversification across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

I joined Real Life Planning to mentor a new generation of real estate investors. We help real estate investors take practical steps to build financial freedom, create multiple sources of income, and make working for someone else optional. At Real Life Planning, we speak both real estate and financial planning. Whether you're adding to your properties, contemplating a 1031 exchange, listing your place on Airbnb, getting started as a landlord, or looking to buy a home overseas, we'll help you create a realistic plan for your financial life goals. As you build your investment property portfolio, we will help you plan to optimize taxes and diversify risks, manage total cash flow, and prepare for new opportunities. Our clients are - Rental property investors looking for a comprehensive financial plan - Professionals considering a real estate side hustle to create an additional source of income - People with inherited rental property - Homeowners maximizing opportunities for income - Americans looking to buy property overseas - Expats buying homes in the U.S. We're a Fee-Only fiduciary firm, so we work for you, not for Wall Street. That's why our fees are inclusive and transparent. My husband, Brian, and I live in Orlando, FL with our two young boys. I grew up watching my parents balance a W2 job, with steady income, a commission role, and managing a portfolio of real estate that included single family homes, multi-unit properties and an apartment complex. From that, I absorbed a mindset that there was more than one way to provide for yourself. That you could manage yourself and your time and that the idea of having multiple streams of income is a feasible strategy. A year after graduating from college, I purchased my first home, lived in one room and rented out another one of the rooms. From there the journey to create multiple sources of income began. Now, as the parents of 2 young boys, my husband, Brian, and I are trying to demonstrate the same entrepreneurial spirit to our boys as we manage our rental property and our peer-to-peer car sharing business. We are enjoying the journey and our experiences flow over into my work with clients as their financial coach and business coach. I have worked 17 years in the financial services industry. Real Life Planning works with clients virtually from anywhere. Interested in the real (estate) life? Book a discovery call today.

Conrad Hindert is a CFP® professional with 22 years of industry experience, currently serving at Lido Advisors, LLC since 2025. His prior roles include positions at Fidelity Investments and various Fidelity entities from 2004 to 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 that includes diversified strategies across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers as appropriate.

Katherine Wohlt is a financial advisor at Lido with 15 years of industry experience. She holds a Series 65 credential and previously worked for nine years at Pegasus Partners Ltd. before joining Lido Advisors, LLC. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles by 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, managing assets primarily on a discretionary basis and using third-party managers when appropriate.

Luka Waage is a Series 65-licensed financial advisor at Lido with one year of industry experience. Prior to joining Lido Advisors, LLC, he was employed by the University of California, Santa Barbara, and worked for the Del Mar Lifeguard Department. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and charitable organizations by providing investment management, financial planning, family office services, and retirement and estate planning. The firm employs a diversified, integrated approach across multiple asset classes and options-based strategies, managing assets primarily on a discretionary basis and working with third-party managers and sub-advisers when appropriate.

Brian Blackwell is a financial advisor at Lido with 18 years of industry experience. He holds CFP® and ChFC® designations, as well as the Series 66 license. His prior roles include positions at Spotlight Asset Group, Delta Community Credit Union, and LPL Financial. 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 options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers and sub-advisers when appropriate.

Timothy Walsh is a financial advisor at Lido with Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Fountainhead Advisors, MML Investors, and MassMutual Life Insurance. He is also a licensed broker agent for MassMutual Life Insurance, focusing on life, disability, and long-term care insurance. Lido serves 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 estate planning, utilizing an integrated wealth management approach with diversified strategies across multiple asset classes.

Jacob Loosle is a CFP® and holds a Series 65 license, with 11 years of experience in the financial industry. He has worked at Lido Advisors, LLC since 2022 and previously spent seven years at United Capital Financial Advisers, LLC. Based in Los Angeles, CA, Loosle currently serves clients through Lido. 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 both directly and through pooled vehicles.

Adrianne Erickson is a financial advisor at Lido with four years of industry experience. She holds a Series 65 designation and has worked at Lido Advisors, LLC since 2022. Prior to her advisory role, she spent twelve years at RWJ Barnabas Health. 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, typically managing assets on a discretionary basis and utilizing third-party managers when appropriate.

Matthew Altman is a CFP® and Series 66 credentialed advisor with 11 years of industry experience. He is currently with Lido Advisors, LLC and has prior experience at Glassy Mountain Advisors, Copperleaf Capital, Fidelity Brokerage Services, and Charles Schwab. Based in Los Angeles, CA, he joined Lido in 2025. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, providing investment management, financial planning, and family office services. The firm employs a diversified investment approach across multiple asset classes and options-based strategies, often managing assets on a discretionary basis and using third-party managers when appropriate.

Jason Blumberg is a financial advisor at Lido with 11 years of industry experience and holds a Series 65 designation. He has worked at IDB Lido Wealth, LLC and Lido Advisors, 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 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.

Michael Lindeman is a financial advisor with Lido, holding a Series 66 designation and seven years of industry experience. He previously worked at RBC Capital Markets for six years and has held roles outside finance, including with the City of Fitchburg Recreation 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 offers a range of services including investment management, financial planning, family office services, and estate planning, and employs an integrated wealth management approach that incorporates diversification and options-based strategies.

Brandon Nie is a financial advisor at Lido with Series 66 credentials and five years of industry experience. His prior roles include positions at Bessemer Trust, UBS Financial Services, and SLC CPAs. 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 options‑based strategies, managing assets primarily on a discretionary basis and utilizing third‑party managers and sub‑advisers.

John Hastings is a financial advisor at Lido with 14 years of industry experience and holds a Series 65 designation. He previously worked at Jackson Hole Capital Partners for 10 years and Financial Solutions for three years before joining Lido. 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, retirement and estate planning, and access to third-party managers and sub-advisers through an integrated wealth management approach that includes options-based strategies and diversified asset allocation.

Benjamin Finan is a CFP® with nine years of industry experience, currently serving as an advisor at Lido. His previous roles include positions at 1st Source Bank, LPL Financial, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, LLC, and Signpost. Outside of his advisory work, he is active as a basketball referee. 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 a diversified, options-based approach and often managing assets on a discretionary basis.