Michael Banks is a financial advisor at Lakeridge Wealth Management LLC with 40 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked with several firms, including Cetera and FlanderMeyer Financial LLC. Outside of advisory roles, he is a non-fiction book author and volunteers with the World Wildlife Fund and The Nature Conservancy. Lakeridge Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and charitable organizations. The firm offers customized portfolios primarily using ETFs and mutual funds with a long-term orientation and serves as a fiduciary across multiple practice lines.

Kayla Stowe is a CFP®-credentialed financial advisor with 14 years of industry experience. She is currently with Lakeridge Wealth Management LLC and has previously worked at CETERA Advisor Networks LLC and Neece, Malec, Seifert & Vitaz, Inc. She serves as a board member of the Northeast Ohio Financial Planning Association chapter, contributing to continuing education meeting topics. Lakeridge Wealth Management LLC is a multi-advisor SEC-registered firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, focusing on fundamentally driven portfolios with ETFs and mutual funds alongside other investment vehicles.

Robert Quinlan is a financial advisor at Lakeridge Wealth Management LLC with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Cetera Advisor Networks LLC and Financial Solutions Planning & Investments. Quinlan also serves as a power of attorney and trustee for a family member. Lakeridge Wealth Management LLC is a multi-advisor firm managing approximately $700.5 million for over 1,000 clients. The firm provides discretionary investment management, financial planning, and retirement plan advisory services, building long-term portfolios primarily using ETFs and mutual funds while maintaining flexibility to include other investment vehicles.

Travis Flandermeyer is a financial advisor at Lakeridge Wealth Management LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked with Cetera Advisor Networks LLC and Private Client Services. He is the founder of Doctor's Financial Resource, a wealth management practice focused on serving physicians. Lakeridge Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and charitable organizations. The firm delivers customized portfolios using ETFs, mutual funds, and other investment vehicles with a long-term orientation, serving clients through multiple offices and specialist practice lines.

Julie Distler is a financial advisor at Lakeridge Wealth Management LLC with seven years of industry experience. She holds the Series 66 designation and has previously worked at AmTrust Financial and Cetera Advisor Networks LLC. Lakeridge Wealth Management LLC is a multi-advisor firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, utilizing a fundamentally driven investment approach with a range of portfolio options.

Shae Saxton is a financial advisor with Lakeridge Wealth Management LLC in Albuquerque, NM. He holds a Series 66 designation and has three years of industry experience. Prior to joining Lakeridge, he worked at Fidelity Investments and Flandermeyer Financial, LLC. Outside of advisory services, he is also involved in insurance sales. Lakeridge Wealth Management LLC is a multi-advisor firm managing approximately $700 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, utilizing a fundamentally driven approach that emphasizes ETFs and mutual funds while maintaining flexibility to include individual securities and alternative investments.

Philip Messuri is a CFP® with 29 years of experience in the financial services industry. He is currently with Lakeridge Wealth Management LLC in Albuquerque, NM, where he has worked since 2021. Prior to that, he was with Cetera Advisor Networks LLC from 2013 to 2022 and Private Client Services from 2022 onward. Outside of his advisory role, he serves on the board of directors for the Eastern Sandoval Citizens Association and volunteers with the Sandia Peak Ski Patrol. Lakeridge Wealth Management LLC is a multi-advisor firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, focusing on long-term, fundamentally driven portfolios with a flexible approach to investment vehicles.

Dalton Herrin is a financial advisor at Lakeridge Wealth Management LLC in Albuquerque, NM, holding a Series 65 designation with two years of industry experience. His prior roles include work at Rocky Mountain Conservancy and operating as a sole proprietor. Lakeridge Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and charitable organizations. The firm offers customized portfolios primarily using ETFs and mutual funds with a long-term approach and discretionary trading authority.

Brandon Kane is a CFP® and Series 66-licensed financial advisor with 20 years of industry experience. He currently serves at Lakeridge Wealth Management LLC and has held roles at Private Client Services, FlanderMeyer Financial, MBA Financial Services, and Cetera Advisor Networks. Outside of his advisory work, he is the registered agent for the Prestige Basketball Club of Colorado, a not-for-profit basketball organization. Lakeridge Wealth Management LLC is a multi-advisor firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, using fundamentally driven portfolios with a range of investment vehicles and ongoing oversight.

Brian Distler is a financial advisor with Lakeridge Wealth Management LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at Cetera Advisor Networks LLC and NMS Wealth Management prior to his current roles. Distler also serves as a director and chief compliance officer at Lakeridge Wealth Management. Lakeridge Wealth Management LLC is an SEC-registered, multi-advisor firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, focusing on fundamentally driven portfolios that primarily use ETFs and mutual funds while maintaining flexibility to include other investment vehicles.

Joshua Hovda is a CFP® with 12 years of experience in financial advisory. He is currently with Lakeridge Wealth Management LLC and has previously worked at Private Client Services and Cetera Advisor Networks LLC. Outside of his advisory role, he provides financial and business analysis services at Los Alamos National Laboratories. Lakeridge Wealth Management LLC is an SEC-registered, multi-advisor firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, utilizing a fundamentally driven investment approach with a range of portfolio options.

Connie Lee is a CFP® and CFA® professional at Lakeridge Wealth Management LLC with one year of industry experience. Prior to joining Lakeridge, she worked for National Technology & Engineering Solutions of Sandia, LLC for 14 years. Lakeridge Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and charitable organizations. The firm delivers customized portfolios using fundamental analysis and a long-term orientation, serving a range of clients including high-net-worth individuals.