Joe Romeo,
CFP^®

Tenacity, knowledge, analytical skills, and passion for people have made her a culture leader and driving force behind creating an industry-leading team of advisors.

Colleen acts as liaison between clients and Lido’s vast array of innovative services and its differentiated approach to wealth management.

Courtney brings over 19 years of industry experience building and leading strategic relationships, integrating investment solutions to retail and institutional portfolios, and overseeing national distribution for asset and wealth management firms.

David is dedicated to providing comprehensive wealth management solutions that are individualized, innovative, and creative, employing disciplined strategies designed to optimize each client’s financial position.

Elias focuses on putting the client first, tailoring their financial plans to their needs and ensuring that they achieve their personal and financial goals.

Specializes in defined outcome asset allocation strategies that seek to provide attractive risk-adjusted returns across a full market cycle. Henry brings expertise in the behavioral and psychological factors that influence investor decision-making.

Jon works with high-net-worth individuals, families and businesses, and he finds joy in helping people reach their goals.

Louis offers unbiased, independent wealth planning solutions to high-net-worth individuals and families. He is focused on cultivating life-long relationships with his clients by focusing on excellence every day.

Maria works closely with individuals and families to help navigate financial decisions with clarity and confidence. She is committed to bringing structure and long-term perspective to every relationship, especially when handling wealth creation, preservation, and generational transfers.

Works with families and business owners to align wealth with legacy, opportunity, and long-term security. Drawn to both strategy and markets, he focuses on holistic planning across investments, tax strategy, estate considerations, and generational wealth transfer. His approach centers on stewardship and trust – helping clients make informed decisions confidently, especially during periods of uncertainty.