Arriana Neese is a financial advisor at LRI Investments with a Series 65 credential and three years of industry experience. She has worked at LRI Investments and Lindberg & Ripple since 2023, and previously held roles at Advanced Insurance Strategies, Inc. and Retirement Income Strategies, Inc. Neese is also involved in marketing activities through Lindberg & Ripple’s broker/dealer operations. LRI Investments provides financial planning and fee-based investment advisory services primarily to individual and high-net-worth clients, as well as businesses, financial institutions, retirement plans, and government entities. The firm constructs tailored portfolios using mutual funds, ETFs, and individual securities, emphasizing ongoing supervision and periodic rebalancing aligned with client objectives.

Kenneth Dawson is a financial advisor at LRI Investments with 12 years of industry experience. He holds a Series 66 designation and has worked at M Holdings Securities and JKJ Financial Services, where he serves as Director of Investment & Retirement Services. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets across 29 advisors. The firm serves individual and institutional clients, including state and municipal government entities, and offers financial planning, portfolio management, retirement plan consulting, and a wrap-fee program.

Carl Peterson is a ChFC® credentialed advisor with 37 years of experience, currently serving as a principal at Lindberg & Ripple, LRI Investments, LLC. He has been associated with Lindberg & Ripple since 1995 and M HOLDINGS SECURITIES, Inc. since 2000. Peterson serves on the Board of Trustees for The Bushnell Performing Arts Center and is an Investment Committee Member for the Hartford Foundation for Public Giving. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets across approximately 377 client relationships. The firm provides financial planning, portfolio management, retirement plan consulting, and a wrap-fee program, serving both individual and institutional clients, including state and municipal government entities.

John Mc Donald is a financial advisor with LRI Investments, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at M Holdings Securities, Bank of America, Merrill Lynch, and Principal Life Insurance Company. He is also involved with SDM, Inc. DBA JKJ Financial Services as a retirement benefit consultant. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets for approximately 377 client relationships. The firm serves both individual and institutional clients, including state and municipal government entities, offering financial planning, portfolio management, retirement plan consulting, and a wrap-fee program with an emphasis on diversified, goal-based portfolios and an ERISA fiduciary role in retirement plan services.

Mogammad Petersen is a financial advisor at LRI Investments with Series 63 and Series 65 licenses and seven years of industry experience. He has held roles at JKJ Financial Services and M Holdings Securities since 2017 and previously worked in non-financial sectors including International Trimmings and Label Solutions and Urban Outfitters. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets for approximately 377 client relationships. The firm offers financial planning, portfolio management, retirement plan consulting, and a wrap-fee program, serving both individual and institutional clients with a focus on diversified, goal-based investment strategies and an ERISA fiduciary role in retirement plan consulting.

Benjamin Hall is a financial advisor at LRI Investments with 25 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LRI Investments in 2024, he has been associated with JKJ Financial Services and M Holdings Securities, Inc. since 2013. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets and serving approximately 377 client relationships. The firm offers financial planning, portfolio management, retirement account advice, and retirement plan consulting, with a focus on diversified, goal-based portfolios and a long-term investment approach.

Keith Ehinger is a financial advisor with LRI Investments, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He is also the owner and principal of JKJ Financial Services, where he serves as an insurance marketer and client relationship manager. His career includes roles at M Holdings Securities and JKJ Financial Services, where he has been active in insurance and investment-related services. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets for approximately 377 client relationships. The firm offers financial planning, portfolio management, retirement plan consulting, and a wrap-fee program, serving both individual and institutional clients with a focus on diversified, goal-based investment strategies and an ERISA fiduciary role in retirement plan consulting.

Andrew Albano is a financial advisor with LRI Investments holding a Series 65 designation. He has been with LRI Investments since 2026 and has previous experience at JKJ Financial Services, Link Logistics, First Citizens Bank, BGC Group, and Prudential Financial. Albano's industry experience began in 2022. LRI Investments provides financial planning and fee-based investment advisory services primarily to individual and high-net-worth clients, as well as businesses, financial institutions, retirement plans, and state and municipal government entities. The firm offers customized portfolio management with regular reviews and rebalancing, and is notable for its retirement-plan services and work with government clients.

Bruce Fletcher is a financial advisor at LRI Investments with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Advisors and M Holdings Securities. He is based in Palm Beach Gardens, Florida. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets for approximately 377 client relationships. The firm offers financial planning, portfolio management, retirement account advice, and retirement plan consulting, serving both individual and institutional-type clients, including government entities.

Chad White is a financial advisor at LRI Investments with seven years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, Axa Advisors, and Milford Enterprises. He is also affiliated with JKJ Financial Services and M Holdings Securities in advisory and broker-dealer roles. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets and serving approximately 377 client relationships. The firm offers financial planning, portfolio management, retirement plan consulting, and a wrap-fee program, working with both individual and institutional clients including state and municipal government entities.

Elliot Silverstein is a financial advisor with LRI Investments, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at KB Financial Partners, OneDigital Investment Advisors, and M Holdings Securities. He is the founder and board chair of The Coach Wren Initiative, a nonprofit organization. LRI Investments provides financial planning and fee-based investment advisory services to individual and high-net-worth clients, as well as businesses, financial institutions, retirement plans, and governmental entities. The firm offers customized portfolio management with regular reviews and emphasizes ERISA fiduciary retirement-plan services, including participant education and plan committee training.

Glen Coral is a ChFC® with 43 years of industry experience, currently serving as an investment advisory representative at LRI Investments since 2024. He has held roles at JKJ Financial Services, M Holdings Securities, and Turning Point Wealth Strategies, where he is president and sole managing member. LRI Investments is a multi-advisor firm managing over $1 billion in discretionary assets and serving approximately 377 clients. The firm offers financial planning, portfolio management, and retirement plan consulting, with a focus on diversified, goal-based portfolios and a notable practice serving institutional clients including government entities.

Anthony Pace is a CFP® with 35 years of industry experience, currently serving as a managing principal at Lindberg & Ripple and an advisor at LRI Investments. He has been with M Holdings Securities since 2004 and co-manages the investment division at Lindberg & Ripple. Pace is president of the Palm Beach County Estate Planning Council and serves on the Audit Oversight Committee for the Town of Juno. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets and serving approximately 377 client relationships. The firm offers financial planning, portfolio management, retirement plan consulting, and a wrap-fee program, with a notable focus on institutional clients and an explicit ERISA fiduciary role.

Eric Kaleta is a financial advisor at LRI Investments with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including VP Distributors LLC and Virtus Investment Partners. Kaleta serves as a registered representative specializing in retirement plan advisory services. LRI Investments provides financial planning and fee-based investment advisory services primarily to individual and high-net-worth clients, as well as businesses, financial institutions, retirement plans, and state and municipal government entities. The firm offers customized investment management, financial planning, and retirement plan consulting with an emphasis on ongoing supervision and tailored portfolios aligned with diverse client objectives.

Norman Yester is a financial advisor with LRI Investments, holding a Series 66 credential and 25 years of industry experience. His prior work includes roles at Lindberg & Ripple, M Holdings Securities, Mariner Financial Group, and LPL Financial. Outside of advising, he serves as president of NY & CO P.C., a tax and accounting firm, and Rainbow Graphics, Inc., a graphic embroidering and silk printing business. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets for approximately 377 clients. The firm offers financial planning, portfolio management, retirement plan consulting, and a wrap-fee program, with a focus on diversified investment allocations and serving institutional-type clients such as state and municipal government entities.

Evan Altuzarra is a financial advisor at LRI Investments with a Series 65 designation and one year of industry experience. He has held roles at JKJ Financial Services, Ripley Doom & Co., M Financial Group, and has experience in investment research, trade execution, and client service support. Evan has also been self-employed and worked in academic settings prior to his current position. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets and serving approximately 377 client relationships. The firm offers financial planning, portfolio management, retirement account advice, and retirement plan consulting, with a focus on diversified, goal-based portfolios and a notable client base that includes institutional and government entities.

Dawn Lazarus is a financial advisor at LRI Investments with eight years of industry experience. She holds a Series 66 designation and has worked at M Holdings Securities, Bank of America, and Merrill. Outside of her advisory work, Lazarus serves on the boards of Junior Achievement of Southwest New England, YWCA Hartford Region, and Charitable Gift Planners of Connecticut, where she is chair of the board. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in assets and serving approximately 377 client relationships. The firm offers financial planning, portfolio management, retirement account advice, and retirement plan consulting, working with both individual and institutional clients including state and municipal government entities.

Erik Bjorvik is a financial advisor at LRI Investments with 19 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LRI Investments in 2024, he worked at M Holdings Securities, Inc. and M Financial Asset Management, Inc. from 2005 to 2024. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets and serving approximately 377 client relationships. The firm offers financial planning, portfolio management, retirement account advice, and retirement plan consulting, with a focus on diversified, goal-based portfolios and a notable client base that includes institutional and government entities.

Brendan Yester is a financial advisor with LRI Investments, holding a Series 66 designation and 15 years of industry experience. His career includes roles at LPL Financial, Mariner Financial Group, M Holdings Securities, and Lindberg & Ripple. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets and serving approximately 377 client relationships. The firm offers financial planning, portfolio management, retirement account advice, and retirement plan consulting, with a client base that includes institutional entities and a focus on ERISA fiduciary responsibilities.

Alexander Heyniger is a financial advisor at LRI Investments with 16 years of industry experience. He holds the Series 66 designation and has been affiliated with Lindberg & Ripple and M Holding Securities since 2010. Heyniger serves on the board of a firearms club, Potapaug Gun Club, Inc., in a non-investment capacity. LRI Investments provides financial planning and fee-based investment advisory services primarily to individual and high-net-worth clients, as well as businesses, financial institutions, retirement plans, and state and municipal government entities. The firm offers customized investment management, financial planning, and retirement plan consulting with a focus on ongoing portfolio supervision and alignment with client objectives.

Brian Suprenant is an investment advisory representative with LRI Investments, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at JKJ Financial, M Holdings Securities, Rose Glen, Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, and State Farm Insurance. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets and serving approximately 377 client relationships. The firm offers financial planning, portfolio management, retirement account advice, and retirement plan consulting, with a focus on diversified portfolios tailored to client goals and a notable specialization in institutional and municipal clients.

Kenneth Auman is a CFP® and Series 65 registered advisor with 13 years of industry experience. He has been with Lindberg & Ripple since 2012. LRI Investments is a multi-advisor firm managing over $1 billion in discretionary assets and serving approximately 377 client relationships. The firm offers financial planning, portfolio management, retirement plan consulting, and a wrap-fee program, with a notable focus on institutional clients and an ERISA fiduciary role in retirement plan consulting.

Timothy Malarkey is a financial advisor at LRI Investments with 30 years of industry experience. He holds the ChFC® designation and the Series 63 license. Prior to joining LRI Investments in 2024, he has been associated with JKJ Financial Services since 2011 and M Holdings Securities since 2001. Malarkey serves on the board of Teach Plus - PA, an education nonprofit focused on public policy advocacy and fundraising. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets for approximately 377 clients. The firm offers financial planning, portfolio management, retirement account advice, and retirement plan consulting, with a focus on diversified, goal-based portfolios and a notable client base that includes institutional and governmental entities.

Hayley Snell is a financial advisor at LRI Investments with eight years of industry experience. She holds the Series 66 designation and has worked with Lindberg & Ripple and M Holdings Securities since 2016. LRI Investments provides financial planning and fee-based investment advisory services primarily to individual and high-net-worth clients, as well as businesses, financial institutions, retirement plans, and state and municipal government entities. The firm constructs tailored portfolios using mutual funds, ETFs, and individual securities, with ongoing supervision and periodic rebalancing aligned to client objectives.