Carolyn Bennett is a financial advisor at Lanark Financial, Inc. in Dubuque, IA, with 43 years of industry experience. She holds the Series 63 and Series 66 designations and has been with NBC Securities, Inc. since 2015. Lanark Financial provides investment management, financial planning, and related advisory services to a diverse client base including individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers a range of program-based accounts while utilizing both discretionary and non-discretionary management strategies.

Harold Miller is a financial advisor at Lanark Financial, Inc. with 24 years of industry experience. He holds a Series 66 designation and has previously worked at firms including M Holdings Securities, Inc., Concourse Financial Group Securities Inc, and Stifel. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers program-based accounts through several platforms.

Dale Elliott is a financial advisor at Lanark Financial, Inc. with 32 years of industry experience. He holds a Series 63 designation and has worked at NBC Securities, Inc. for 30 years. Outside of his advisory role, he is a member of a limited liability company that holds rights to a University of Alabama football stadium skybox. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets through multiple advisor teams and offers a range of program-based accounts and discretionary and non-discretionary management options.

Savannah Forleo is a CFP® and ChFC® with nine years of industry experience. She currently works at Lanark Financial, Inc. and has held positions at L.M. Kohn & Company, PNC Investments, Bank of America, Merrill, Morgan Stanley, TIAA, and Morgan Stanley Private Bank. Lanark Financial delivers investment management and financial planning services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers program-based accounts through various platforms.

David Hope is a financial advisor with Lanark Financial, Inc. in Birmingham, AL, holding Series 63, 65, and 66 credentials and bringing 40 years of industry experience. He has worked at NBC Securities, Inc. since 2010 and previously at Uvest Financial Services Group, Inc. from 2006 to 2010. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers program-based accounts via various platforms.

Howard Eisenman is a financial advisor at Lanark Financial, Inc. with 47 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at NBC Securities, Inc. and Enhanced Financial Services since 2000. Eisenman is also a joint owner of the office building through a jointly formed LLC but has no active business duties in that entity. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers program-based accounts through various platforms, combining discretionary and non-discretionary management approaches.

Sapna Goel is a financial advisor at Lanark Financial, Inc. in Huntsville, Alabama, holding Series 63 and Series 65 licenses with 19 years of industry experience. She has worked at NBC Securities, Inc. since 2010. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients, managing approximately $1.78 billion in assets across multiple advisor teams. The firm offers both discretionary and non-discretionary account management, utilizing third-party sub-advisers and overlay management services.

John Doody Jr. is a CFA charterholder with 27 years of industry experience. He is currently affiliated with Lanark Financial, Inc. in Birmingham, AL, and has previously worked at NBC Securities, Inc., JRD Consulting, LLC, and the Accounting, Economics and Appraisal Group, LLC. Lanark Financial provides investment management, financial planning, and related advisory services to a broad client base including individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers program-based accounts through various platforms, employing a combination of discretionary and non-discretionary arrangements.

Joseph Oberschewen is a financial advisor at Lanark Financial, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with NBC Securities, Inc. since 2015. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers both discretionary and non-discretionary account management options.

Armand Atkinson is a CFP® and ChFC® with 19 years of industry experience. He is affiliated with Lanark Financial, Inc. and has worked at NBC Securities, Inc. since 2015. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in assets and offers program-based accounts through multiple platforms, combining discretionary and non-discretionary arrangements.

Maria Atkinson is a financial advisor at Lanark Financial, Inc. in Tampa, FL, holding a Series 66 designation with 16 years of industry experience. She has been with NBC Securities, Inc. since 2015. Outside of her advisory role, she works as a Senior Manager in Global Marketing and Business Analysis at SYKES Enterprises. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and utilizes both discretionary and non-discretionary strategies with a range of program-based account offerings.

Cynthia Minnis is a financial advisor with Lanark Financial, Inc. in Farmington, MO, holding Series 63 and Series 65 licenses and having 36 years of industry experience. She has worked at Conservative Financial Services, Inc. since 1998 and American Express Financial Advisors since 1992. Outside of finance, she owns and performs in a music business called Cindy Minnis Music. Lanark Financial offers investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in assets through multiple advisor teams and provides a combination of discretionary and non-discretionary services using third-party sub-advisers and model portfolios.

Blake Nephew is a financial advisor with Lanark Financial, Inc. in Farmington, MO, holding a Series 66 credential and eight years of industry experience. His prior experience includes roles at U.S. Bancorp Investments and Edward Jones. He is a director of the Rotary Club of St. Francois County, a nonprofit organization. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers a range of program-based accounts using third-party and affiliated sub-advisers.

John Keith is a financial advisor at Lanark Financial, Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with NBC Securities, Inc. since 2014. Lanark Financial serves individuals, retirement plans, trusts, foundations, municipalities, and institutional clients by providing investment management and financial planning services through multiple advisor teams. The firm manages approximately $1.78 billion in client assets and offers both discretionary and non-discretionary advice using various program-based accounts and affiliated advisory divisions.

Michael Otoole is a financial advisor at Lanark Financial, Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with NBC Securities, Inc. since 2015. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers program-based accounts through various platforms with both discretionary and non-discretionary management.

Sheila Steury is a financial advisor with Lanark Financial, Inc. She holds Series 63 and Series 65 licenses and has 32 years of industry experience. Her prior work includes roles at Stifel for 17 years and UBS Financial Services for 2 years. She has been associated with Mcdonald Investments Inc. for 27 years. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers program-based accounts through various platforms and affiliated sub-advisers.

Bruce Hagan is a CFP® with 44 years of experience in the financial industry. He has been associated with RAI Investments and NBC Securities, Inc. for over 26 years. In addition to his advisory work, he teaches an online investment planning course approved by the CFP Board of Standards. Lanark Financial, Inc. provides investment management and financial planning services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients, managing approximately $1.78 billion in client assets across multiple advisor teams. The firm offers a combination of discretionary and non-discretionary advisory arrangements and employs a range of third‑party and affiliated sub‑advisers and overlay managers.

Nicholas Oberle is a financial advisor at Lanark Financial, Inc. with five years of industry experience. He holds the Series 66 designation and has held roles at First State Financial Management and Missouri State University. Oberle also operates an eBay business selling antiques, sports cards, and miscellaneous items. Lanark Financial provides investment management and financial planning services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers a range of discretionary and non-discretionary advisory solutions.

Lawrence Miller is a financial advisor at Lanark Financial, Inc. with 56 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with NBC Securities Inc. since 2014. Outside of his advisory role, he owns an LLC that manages the office condominium housing his branch office. Lanark Financial provides investment management and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers a mix of discretionary and non-discretionary arrangements, utilizing third-party sub-advisers and various program-based accounts.

David Glenn is a financial advisor with Lanark Financial, Inc. in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with NBC Securities, Inc. since 2016. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams, offering both discretionary and non-discretionary arrangements and utilizing third-party and affiliated sub-advisers.