LIDO

Wesley Yamada is a financial advisor at Lido with 15 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Fountainhead Capital Management, MML Investors Services, and MassMutual Life Insurance Company, where he remains actively involved in life insurance sales and management. Lido serves a diverse client base including high-net-worth individuals, family offices, pensions, and corporations, offering integrated wealth management services such as investment management, financial planning, and trust services. The firm employs a blend of equity, fixed income, alternatives, and options strategies, and manages accounts primarily on a discretionary basis while utilizing affiliated platforms and pooled investment vehicles.

Zachary Schneider is a Series 65-licensed financial advisor with Lido, based in Los Angeles, CA, and has two years of industry experience. He has worked with Lido Advisors, LLC and its affiliate IDB Lido Wealth, LLC, where he performs investment advisory services under a tandem agreement. Prior to joining Lido, he spent ten years at 1st Fidelity Loan Servicing. Lido serves a diverse client base including high-net-worth individuals, family offices, pensions, and corporations, offering integrated wealth management through equity, fixed income, alternatives, and options-based strategies. The firm provides discretionary and non-discretionary portfolio management, family office services, and acts as advisor to a registered mutual fund.

Eric Taslitz is a financial advisor at Lido with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Avitas Wealth Management, PKS Advisory Services, and UBS Financial Services. Outside of his advisory role, he is principal of alternative investment firms Avitas Capital Management and Avitas Capital Partners. Lido serves a diverse client base including high-net-worth individuals, family offices, pensions, and corporations, offering investment management, financial planning, trust and fiduciary services, and related referrals. The firm employs an integrated wealth management approach with a blend of equity, fixed income, cash, and alternative investments, and is noted for its options-based “Cap and Cushion” strategy and use of both discretionary and non-discretionary portfolio management.

Luke Daniel is a CFP® professional with 19 years of industry experience, currently serving at Lido Advisors, LLC. He previously worked at Sargent Bickham Lagudis, LLC for 16 years. Outside of his advisory role, he manages LD Flips, LLC, a real estate entity focused on rehabilitating and selling properties acquired through tax lien auctions. Lido serves a diverse client base including high-net-worth individuals, family offices, pensions, and corporations, providing integrated wealth management, family office, trust, and fiduciary services. The firm employs a tactical investment approach that incorporates equities, fixed income, alternatives, and options-based strategies, managing both discretionary and non-discretionary accounts.

Dominik Elmasian is a financial advisor at Lido with eight years of industry experience and holds a Series 66 designation. His prior roles include positions at Boston Private Wealth, Edward Jones, Voya Financial Advisors, Morgan Stanley, and Aid In Recovery. He has been with Lido since 2020. Lido serves a diverse client base including high-net-worth individuals, family offices, pensions, and corporations, offering services such as investment management, financial planning, family office support, and trust and fiduciary services. The firm employs an integrated wealth management approach featuring equity, fixed income, alternatives, and tactical strategies, and manages accounts through both discretionary and non-discretionary portfolios.

Christopher De Salvo is a financial advisor with Lido Advisors, LLC in Los Angeles, CA. He holds a Series 65 designation and has three years of industry experience. His work history includes positions at William Blair and Battelle, as well as teaching roles at Elmhurst University and College of DuPage. Outside of finance, he was involved with Music Solutions for four years. Lido serves a diverse client base that includes high-net-worth individuals, family offices, pensions, and corporations. The firm offers investment management, financial planning, family office services, and fiduciary support, utilizing an integrated wealth management approach that incorporates equity, fixed income, alternatives, and options-based strategies.

Eric Furstner is a financial advisor at LIDO with 38 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Fountainhead Capital Management, Mass Mutual Investors Services, and MASS MUTUAL. He has also operated The Furstner Group, Inc. for nearly three decades. Furstner maintains a principal role in an insurance business servicing clients in Chandler, AZ. LIDO serves a diverse client base including high-net-worth individuals, family offices, pensions, trusts, estates, and corporations. The firm offers integrated wealth management services with a focus on managing volatility through tactical overlays, options strategies, and alternative investments, while providing discretionary and non-discretionary portfolio management.

Kayla Schneider is a CFP® and CFA® with five years of industry experience. She has worked at Lido Advisors, LLC since 2024 and previously spent nine years at Pegasus Partners. Lido serves a diverse client base including high-net-worth individuals, family offices, pensions, and corporations, offering investment management, financial planning, and trust services. The firm employs an integrated wealth management approach that incorporates equity, fixed income, alternatives, and options-based strategies, and manages both discretionary and non-discretionary client portfolios.

Luke Foukas is a financial advisor with LIDO in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Fountainhead Advisors, Btig, LLC, and Clarksons Platou Securities. He is also a licensed life insurance agent in New Jersey. LIDO serves a diverse client base, including high-net-worth individuals, family offices, pensions, trusts, and corporations, providing investment management, financial planning, family office, trust, and fiduciary services. The firm utilizes an integrated wealth management approach combining equity, fixed income, cash, and alternative investments, with a notable options-based strategy and use of third-party asset managers and private funds.

Kyle Brockbank is a financial advisor at Lido with a Series 65 designation and one year of industry experience. His prior work includes roles at Deloitte, Fidelity Investments, Olympus Wealth Management, and Brigham Young University. Lido serves a broad range of clients including high-net-worth and ultra-high-net-worth individuals, family offices, pensions, and corporations, offering investment management, financial planning, trust and fiduciary services, and related referrals. The firm employs an integrated wealth management approach that combines equity, fixed income, alternatives, and tactical overlays, and it manages accounts primarily on a discretionary basis while also providing family office services.

Erik Clemente is a financial advisor at Lido with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Goldman Sachs, Addepar, and Morgan Stanley. Lido serves a broad mix of clients including high-net-worth and ultra-high-net-worth individuals, family offices, pensions, trusts, estates, corporations, and pooled investment vehicles. The firm offers investment management, financial planning, family office services, and trust and fiduciary services, employing an integrated wealth management approach that includes equity, fixed income, alternatives, and options-based strategies.

Thomas Ryan is a Series 65-licensed advisor at Lido with four years of industry experience. Prior to joining Lido, he worked at Avitas Wealth Management and spent four years at Pepperdine University. He also serves with the LA County Fire Department and owns an e-commerce business. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, offering investment management, financial planning, trust and fiduciary services, and related tax and insurance referrals. The firm employs an integrated wealth management approach that combines equity, fixed income, cash, and alternative investments, and is known for its options-based “Cap and Cushion” strategy and use of both discretionary portfolio management and third-party sub-advisers.

William Leathers is a financial advisor at LIDO with Series 63 and Series 65 credentials and one year of experience at the firm. His prior roles include positions at Alliance Bernstein, St. Germain Investments, and OneDigital, as well as experience in campus recreation and wellness management at Elon University. LIDO serves a wide range of clients including high-net-worth and ultra-high-net-worth individuals, family offices, pensions, trusts, estates, corporations, and pooled investment vehicles. The firm offers investment management, financial planning, family office services, trust and fiduciary services, and related tax and insurance referrals, employing an integrated wealth management approach that utilizes equities, fixed income, cash, alternatives, tactical overlays, and derivatives.

Emily Kruthoff is a financial advisor at Lido with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at Goldman Sachs & Co. prior to joining Lido in 2019. Lido serves a diverse client base including high-net-worth individuals, family offices, pensions, and corporations, providing investment management, financial planning, family office, trust, and fiduciary services. The firm employs an integrated wealth management approach that includes equity, fixed income, alternatives, and tactical strategies focused on managing volatility through options-based overlays and derivatives.

Benjamin Gottlieb is a financial advisor with Lido in Los Angeles, holding a Series 65 designation. His prior experience includes roles at Centura Wealth Advisory, Chandler Asset Management, Bank of Hawaii, and CKW Financial Group. He also worked at Blue Note Hawaii from 2016 to 2020. Lido serves a diverse client base including high-net-worth and ultra-high-net-worth individuals, family offices, pensions, and corporations. The firm offers investment management, financial planning, trust and fiduciary services, and utilizes an integrated wealth management approach that includes equities, fixed income, alternatives, and options-based strategies.