William Williams is a financial advisor at Lytle Investments with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fisher Investments and Brookstone Capital Management. Williams is based in Grand Island, NY. Lytle Investments is an SEC-registered advisory firm managing approximately $74 million and serving individuals, trusts, retirement plans, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with an investment approach focused on long-term asset allocation and tactical adjustments.

Julius Aebly Jr. is a financial advisor at Lytle Investments with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Lytle Investments since 2017. He is also the owner and president of Aebly and Associates Insurance Services, which sells various insurance products including group medical, dental, life, disability, and long-term care insurance. Lytle Investments is a small SEC-registered advisory firm serving individuals, trusts, qualified retirement plans, and corporations. The firm manages approximately $66.7 million across three advisors and offers personalized, goals-based investment strategies, financial planning, and retirement plan consulting, with a focus on long-term orientation and the use of third-party money managers.

Paul Lytle is a financial advisor with Lytle Investments, holding over 51 years of industry experience. He has worked at several related entities including Lytle Investments Services Corp. since 1985 and Summit Consultants & Advisors LLC from 2009 to 2017. In addition to advisory services, he is involved in selling group and individual insurance products through an affiliated entity. Lytle Investments is an SEC-registered advisory firm managing approximately $74.3 million and serving individuals, trusts, retirement plans, and corporations. The firm offers discretionary and non-discretionary portfolio management with an investment approach centered on long-term strategic asset allocation complemented by tactical adjustments and access to third-party money managers.

Thomas Lytle is a financial advisor at Lytle Investments with over 51 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Royal Alliance Associates, Inc., Summit Consultants & Advisors, LLC, and Osaic Wealth, Inc. In addition to his advisory role, he is involved in selling group and individual insurance products. Lytle Investments is a small SEC-registered firm serving individuals, trusts, qualified retirement plans, and corporations. The firm manages approximately $66.7 million and focuses on a personalized, goals-based investment process with a strategic long-term orientation, offering a range of services including advisor-managed portfolios, third-party money manager access, financial planning, and retirement plan consulting.