A complete list of active advisors currently associated with LIDO

Warmer can help you find a great advisor at LIDO or one who fits your needs even better.

Lido serves a broad mix of clients — high‑net‑worth and ultra‑high‑net‑worth individuals, family offices, pensions, trusts, estates, corporations and pooled investment vehicles — and offers investment management, financial planning, family office services, trust and fiduciary services, and related tax and insurance referrals. The firm also acts as advisor to a registered mutual fund (Oakhurst Strategic Defined Risk Fund, OASDX) and provides both discretionary and non‑discretionary portfolio management and reporting for thousands of client accounts. Lido describes an integrated wealth management approach that blends core equity, fixed income, cash and alternative allocations and seeks to manage volatility through tactical overlays and derivatives; the brochure highlights the firm’s options‑based “Cap and Cushion” strategy and use of liquid and non‑liquid alternative investments. Lido also routinely uses third‑party asset managers and sub‑advisers, deploys pooled private investment vehicles (Lido Private Funds), and manages accounts on a primarily discretionary basis while providing tailored asset‑allocation plans and family office services. Compared with many large advisors, Lido operates across advisory, trust and product platforms — including affiliated trust companies, a subsidiary broker‑dealer (Lido Securities), and its own private funds and options platform (Oakhurst Strategies) — and serves as manager or sub‑advisor to pooled vehicles that use derivatives and alternative strategies, reflecting activity more typical of a trading advisor/commodity pool operator. The brochure also reflects Lido’s recent consolidation of several acquired firms (with heritage client transition schedules and legacy fee arrangements) and notes use of predecessor performance in its materials, which together mark an operational profile that differs from many peers.

To learn more about the advisors currently working at LIDO, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Virginia Aaron	Los Angeles, CA	20
Raul Acevedo	Los Angeles, CA	15
Myra Alport	Los Angeles, CA	18
Matthew Altman	Los Angeles, CA	11
Cody Ambrogi	Los Angeles, CA	3
Daniella Amore	Los Angeles, CA	4
Keith Andreasen	Los Angeles, CA	2
Ramsey Andrijevich	Los Angeles, CA	5
Paul Anello	Los Angeles, CA	20
Alex Angulo	Los Angeles, CA	1
Brian Appel	Los Angeles, CA	28
Sierra Argyle	Los Angeles, CA	6
Carlos Arroyo Govea	Los Angeles, CA	2
Allison Arvold	Los Angeles, CA	2
Maher Askary	Los Angeles, CA	0
Warren Baker	Los Angeles, CA	6
Jason Baldridge	Los Angeles, CA	3
John Barnes	Los Angeles, CA	6
Robert Barnes	Los Angeles, CA	15
Thomas Bartling	Los Angeles, CA	2
Stacy Beattie	Los Angeles, CA	17
Gunit Bedi	Los Angeles, CA	22
Bryce Bednorz	Los Angeles, CA	11
Davis Bell	Los Angeles, CA	3
Luke Bender	Los Angeles, CA	0
Michael Benevento	Los Angeles, CA	3
Jack Bergon	Los Angeles, CA	2
Scott Berman	Los Angeles, CA	26
Jennifer Betbadal	Los Angeles, CA	1
Maria Elena Bird	Los Angeles, CA	—
Scott Bird	Los Angeles, CA	12
Tristan Bishop	Los Angeles, CA	2
Jeffrey Bjornson	Los Angeles, CA	25
Brian Blackwell	Los Angeles, CA	17
Matthew Bloom Krull	Los Angeles, CA	18
Courtney Blum	Los Angeles, CA	17
Jason Blumberg	Los Angeles, CA	10
Vincent Bonavia	Los Angeles, CA	7
Laura Braverman	Los Angeles, CA	19
Kyle Brockbank	Los Angeles, CA	0
Scott Brokaw	Los Angeles, CA	12
Daniel Brown	Los Angeles, CA	—
Alexandra Browne	Los Angeles, CA	11
Benjamin Bruner	Los Angeles, CA	3
Blair Buick	Los Angeles, CA	11
John Bute	Los Angeles, CA	26
Victor Campos	Los Angeles, CA	3
Grady Camps	Los Angeles, CA	5
Adam Castillo	Los Angeles, CA	4
Stasia Cato Washington	Los Angeles, CA	21
Ananya Chandra	Los Angeles, CA	0
James Chartrey	Los Angeles, CA	17
Henry Chaussã©E	Los Angeles, CA	1
Stuart Chaussee	Los Angeles, CA	25
Justin Cho	Los Angeles, CA	7
Alek Christensen	Los Angeles, CA	4
Andrew Christensen	Los Angeles, CA	1
Jeffrey Christie	Los Angeles, CA	20
Anthony Clay	Los Angeles, CA	1
Erik Clemente	Los Angeles, CA	2
Dani Comart	Los Angeles, CA	14
Edward Comerford	Los Angeles, CA	1
Eric Conner	Los Angeles, CA	0
Ryan Cosgrove	Los Angeles, CA	6
Brent Coughenour	Los Angeles, CA	12
Kayla Cross	Los Angeles, CA	6
Kyle Cross	Los Angeles, CA	5
Joseph Crowley	Los Angeles, CA	7
Conner Dabish	Los Angeles, CA	4
Audrey Dalsass	Los Angeles, CA	3
Meagan D'angelo	Los Angeles, CA	15
Luke Daniel	Los Angeles, CA	19
Matthew D'attilio	Los Angeles, CA	20
David Daughtrey	Los Angeles, CA	31
Michael Davis	Los Angeles, CA	1
Brandon Denihan	Los Angeles, CA	9
John Derry	Los Angeles, CA	2
Christopher De Salvo	Los Angeles, CA	3
James Diehl	Los Angeles, CA	12
Nolan Dietel	Los Angeles, CA	3
Nils Dillon	Los Angeles, CA	13
Jeffrey Dingle	Los Angeles, CA	—
William Dixon	Los Angeles, CA	3
Nicholas Doddo	Los Angeles, CA	5
David Douglas	Los Angeles, CA	3
Dalton Downer	Los Angeles, CA	1
Nathaniel Downes	Los Angeles, CA	21
Jenny Dudrey	Los Angeles, CA	21
Sergio Duenas Granados	Los Angeles, CA	1
James Duncanson	Los Angeles, CA	21
Jacob Eggett	Los Angeles, CA	20
Roy Elliott Jr.	Los Angeles, CA	24
Dominik Elmasian	Los Angeles, CA	8
Adrianne Erickson	Los Angeles, CA	3
Ryan Erlanger	Los Angeles, CA	2
Brian Estep	Los Angeles, CA	12
Dylan Fagundes	Los Angeles, CA	0
Viktoria Falus	Los Angeles, CA	15
Charles Faulhaber	Los Angeles, CA	19
Mitchell Fedders	Los Angeles, CA	0
Nathan Feld	Los Angeles, CA	—
Benjamin Finan	Los Angeles, CA	8
Jessica Fino	Los Angeles, CA	14
Louis Flamino	Los Angeles, CA	10
Graham Foltz	Los Angeles, CA	1
Brennan Fontana	Los Angeles, CA	4
Jerrod Foster	Los Angeles, CA	10
Luke Foukas	Los Angeles, CA	8
Eric Furstner	Los Angeles, CA	38
Garrett Gabriel	Los Angeles, CA	3
Jeffrey Garden	Los Angeles, CA	10
Colman Garvey	Los Angeles, CA	0
John Genung III	Los Angeles, CA	—
Erica Ghotra	Los Angeles, CA	16
Benjamin Gottlieb	Los Angeles, CA	1
Dillon Gracey	Los Angeles, CA	4
Nicki Green	Los Angeles, CA	4
Brooklyn Griffin	Los Angeles, CA	8
John Griffin	Los Angeles, CA	8
Brian Griffiths	Los Angeles, CA	18
Colin Grover	Los Angeles, CA	19
Edward Gueits II	Los Angeles, CA	—
Trevor Guenther	Los Angeles, CA	2
Matthew Haas	Los Angeles, CA	13
David Haddad	Los Angeles, CA	3
Henry Hagenbuch	Los Angeles, CA	8
Ben Hamblen	Los Angeles, CA	12
Andrew Hancock	Los Angeles, CA	11
Ioannis Haralambous	Los Angeles, CA	3
Brandon Heicklen	Los Angeles, CA	4
Richard Henry	Los Angeles, CA	7
Henry Herrill	Los Angeles, CA	9
Conrad Hindert	Los Angeles, CA	21
Nicholas Hixon	Los Angeles, CA	4
Samuel Hoeck	Los Angeles, CA	9
Kirstie Hunt	Los Angeles, CA	9
Andrew Ielmini	Los Angeles, CA	7
Victor Isidro	Los Angeles, CA	0
Jacob Jablonski	Los Angeles, CA	—
Jonathan Jewitt	Los Angeles, CA	11
Javier Jimenez	Los Angeles, CA	7
Beck Johnson	Los Angeles, CA	13
Timothy Johnson Jr.	Los Angeles, CA	2
Troy Jones	Los Angeles, CA	2
Trent Jordan	Los Angeles, CA	0
Amit Josef	Los Angeles, CA	11
Kayla Kaltenecker	Los Angeles, CA	8
Elias Kaplan	Los Angeles, CA	4
Jarett Karp	Los Angeles, CA	2
Michael Karsa	Los Angeles, CA	13
Stuart Katz	Los Angeles, CA	14
Bradley Kaufman	Los Angeles, CA	3
Jeffrey Kaufmann	Los Angeles, CA	18
Colleen Kelly	Los Angeles, CA	11
John Kennedy III	Los Angeles, CA	24
Louis Kim	Los Angeles, CA	0
Jack Kirby	Los Angeles, CA	5
Benjamin Klaus	Los Angeles, CA	—
Paul Knipping	Los Angeles, CA	10
Cynthia Knowlton	Los Angeles, CA	1
Alexander Kob	Los Angeles, CA	11
Todd Krieg	Los Angeles, CA	20
Emily Kruthoff	Los Angeles, CA	8
Joseph Kuepper	Los Angeles, CA	2
Matthew Kulka	Los Angeles, CA	7
Jordan Kunz	Los Angeles, CA	10
Gregory Kushner	Los Angeles, CA	30
Keri Kutakoff	Los Angeles, CA	19
Robert Lawton	Los Angeles, CA	0
Duy Le	Los Angeles, CA	22
Brian Leadley	Los Angeles, CA	9
William Leathers	Los Angeles, CA	—
Alyssa Lecca La Cruz	Los Angeles, CA	—
Jason Lee Sr.	Los Angeles, CA	14
Peter Lee	Los Angeles, CA	12
Carol Lens	Los Angeles, CA	15
Daniel Leong	Los Angeles, CA	3
Joseph Letrich	Los Angeles, CA	1
Evan Levy	Los Angeles, CA	12
Michael Lindeman	Los Angeles, CA	6
David Lipsey	Los Angeles, CA	4
Elbert Liu	Los Angeles, CA	3
Brendan Logan	Los Angeles, CA	—
Barbara Lommen	Los Angeles, CA	9
Jacob Loosle	Los Angeles, CA	10
Aaron Love	Los Angeles, CA	3
David Lundquist	Los Angeles, CA	20
Max Mahr	Los Angeles, CA	1
Tariq Maiden	Los Angeles, CA	8
Kevin Maldonado	Los Angeles, CA	3
Christian Martinez	Los Angeles, CA	3
Robert Marton	Los Angeles, CA	26
Alexander Mathews	Los Angeles, CA	5
Thomas Mcdonnell	Los Angeles, CA	15
Melinda Mchugh	Los Angeles, CA	23
John Mcinerney	Los Angeles, CA	16
Michael Mcmullin	Los Angeles, CA	7
Kevin Mcveigh	Los Angeles, CA	15
Matthew Meenan	Los Angeles, CA	1
Noah Melquist	Los Angeles, CA	2
Evan Menendez	Los Angeles, CA	1
Julinda Milla	Los Angeles, CA	5
Joshua Miller	Los Angeles, CA	15
Jonathan Milner	Los Angeles, CA	0
Thomas Mirth	Los Angeles, CA	2
Jotham Monsma	Los Angeles, CA	2
Shawn Moran	Los Angeles, CA	10
Griffin Morgan	Los Angeles, CA	5
Jon Morgan	Los Angeles, CA	36
Peter Morimoto	Los Angeles, CA	28
Michael Muchnikoff	Los Angeles, CA	5
William Nail	Los Angeles, CA	2
Brooke Napiwocki	Los Angeles, CA	11
Yeugenia Napoli	Los Angeles, CA	18
Erick Newton	Los Angeles, CA	32
Brandon Nie	Los Angeles, CA	5
Jerry Nigro	Los Angeles, CA	30
Christopher Nolan	Los Angeles, CA	2
Kelly Oliver	Los Angeles, CA	6
Tyler Olsen	Los Angeles, CA	23
Corrina Olson	Los Angeles, CA	8
Adam Osterling	Los Angeles, CA	8
Janice Osugi	Los Angeles, CA	6
Jason Ozur	Los Angeles, CA	16
Jonathan Padrnos	Los Angeles, CA	3
Alexandra Papell	Los Angeles, CA	5
Roberto Paredes	Los Angeles, CA	32
Ashish Patel	Los Angeles, CA	5
Christopher Peterson	Los Angeles, CA	13
Thomas Petrocelli	Los Angeles, CA	3
Ryan Pittman	Los Angeles, CA	3
Scott Poelman	Los Angeles, CA	12
Steven Ralff	Los Angeles, CA	21
Rebecca Rang	Los Angeles, CA	4
Daniel Reardon Jr.	Los Angeles, CA	3
Michael Reid	Los Angeles, CA	15
Brian Reisner	Los Angeles, CA	2
Robert Renshaw	Los Angeles, CA	17
Candice Richardson	Los Angeles, CA	1
Samuel Richman	Los Angeles, CA	6
Gregory Robitshek	Los Angeles, CA	1
Marc Rock	Los Angeles, CA	16
Paris Rodriguez	Los Angeles, CA	16
Joseph Romeo	Los Angeles, CA	12
Richard Rosenthal	Los Angeles, CA	1
Matthew Ross	Los Angeles, CA	—
Paul Ryan	Los Angeles, CA	12
Thomas Ryan	Los Angeles, CA	4
Gaetano Sacco	Los Angeles, CA	15
Eric Sagadin	Los Angeles, CA	10
Shannon Sahli	Los Angeles, CA	2
Benjamin Samoylov	Los Angeles, CA	2
Sanjeev Sardana	Los Angeles, CA	27
Greg Satz	Los Angeles, CA	38
James Savage	Los Angeles, CA	9
Patrick Savage	Los Angeles, CA	20
Shane Sawyer Jones	Los Angeles, CA	3
Kayla Schneider	Los Angeles, CA	5
Zachary Schneider	Los Angeles, CA	3
Matthew Sealy	Los Angeles, CA	3
Shelby Seivert	Los Angeles, CA	1
Prabhjot Sekhon	Los Angeles, CA	2
Sagar Sheth	Los Angeles, CA	7
Jacob Shoemaker	Los Angeles, CA	0
Lewis Shore	Los Angeles, CA	50
Landen Silbowitz	Los Angeles, CA	1
Scott Silver	Warren, NJ	27
Howard Spielberg	Los Angeles, CA	25
Nathan Stagg	Los Angeles, CA	2
Gavin Stellpflug	Los Angeles, CA	1
Andrew Stewart	Los Angeles, CA	7
Natalie Stover	Los Angeles, CA	0
Nicholas Sturgis	Los Angeles, CA	9
Derek Tam	Los Angeles, CA	18
Valerie Tanner	Cottonwood Heights, UT	7
Eric Taslitz	Los Angeles, CA	29
Austin Taylor	Los Angeles, CA	1
Jonathan Teran	Los Angeles, CA	24
Tyler Tevich	Los Angeles, CA	6
Andrew Theodore	Los Angeles, CA	8
Landon Thompson	Los Angeles, CA	3
Christian Tiscareno	Los Angeles, CA	10
Grant Vahalla	Los Angeles, CA	14
Joel Van Buren	Los Angeles, CA	4
Brendan Van Cleve	Los Angeles, CA	20
Ford Van Winkle	Los Angeles, CA	8
Jessica Vongsaphay	Los Angeles, CA	—
Luka Waage	Los Angeles, CA	0
Jaron Wagner	Los Angeles, CA	5
Andrew Wallace	Los Angeles, CA	—
Justin Walsh	Los Angeles, CA	2
Timothy Walsh	Los Angeles, CA	5
Alyssa Weinberger	Los Angeles, CA	10
Jack Weinstein	Los Angeles, CA	5
Daniel Weitzman	Los Angeles, CA	4
Jeffrey Westheimer	Los Angeles, CA	17
Clayton Westover	Los Angeles, CA	4
Jack Wildgoose	Los Angeles, CA	0
Dylan Williams	Los Angeles, CA	10
Walker Williams	Los Angeles, CA	20
Andrew Wissell	Los Angeles, CA	0
Katherine Wohlt	Los Angeles, CA	15
Wesley Yamada	Los Angeles, CA	15
Marya Young	Los Angeles, CA	23
Olivia Zaiya	Los Angeles, CA	9
Jesus Zepeda Castro	Los Angeles, CA	1
Stephen Zhou	Los Angeles, CA	10
Gretchen Zierolf	Los Angeles, CA	16
Paul Zimin	Los Angeles, CA	0

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Not sure where to start?

We'll help you make sense of it. Answer a few quick questions and we'll narrow the field—so you can choose with confidence.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support