John Mcglynn is a financial advisor with Lanark Financial, Inc. in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at L.M. Kohn & Company for 14 years and joined NBC Securities, Inc. in 2025. 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, utilizing both discretionary and non-discretionary arrangements.

Allison Mc Kay is a financial advisor with Lanark Financial, Inc. in Wellington, FL, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. She has worked at NBC Securities, Inc. since 2015. Outside of finance, Mc Kay is a professional golfer with lifetime status on the LPGA tour and teaches golf clinics and lessons. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages assets through multiple advisor teams using discretionary and non-discretionary arrangements and offers program-based accounts with a variety of sub-advisers and overlay management services.

Trevor Kurzhal is a financial advisor at Lanark Financial, Inc. with five years of industry experience and holds a Series 66 designation. Prior to his advisory career, he worked at The University of North Alabama and has been involved with Grace Life Church of the Shoals since 2015. Outside of finance, he works in audio production, mixing, and mastering music for local artists and also handles media production and editing for church-related ministries. Lanark Financial provides investment management, financial planning, and advisory services to a range of clients including individuals, retirement plans, trusts, and institutional entities. The firm manages approximately $1.78 billion in client assets and offers both discretionary and non-discretionary advisory arrangements across multiple advisor teams.

Christopher Fidler is a financial advisor with Lanark Financial, Inc. in Tampa, FL, holding a Series 66 designation and 21 years of industry experience. He has worked at NBC Securities, Inc. since 2015. Outside of his advisory role, he is involved in e-commerce through 99 ECOM LLC. 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 and sub-advisers.

Lisa Sumpter is a CFP® with 25 years of experience in financial advising. She is currently with Lanark Financial, Inc. and has prior experience at First State Financial Management, Money Concepts Capital Corp, and U.S. Bancorp Investments. Outside of her advisory work, she is a partner in a cattle farming business with her husband. Lanark Financial, Inc. 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 client assets across multiple advisor teams and offers a range of program-based accounts through various platforms.

Bruce Betz is a financial advisor at Lanark Financial, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with NBC Securities, Inc. since 2013. 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.

David Taylor is a financial advisor at Lanark Financial, Inc. based in Hunt Valley, MD, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with NBC Securities, Inc. since 2013. 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 client assets across multiple advisor teams and offers program-based accounts through various platforms, utilizing both discretionary and non-discretionary arrangements.

Mark Hennings is a financial advisor at Lanark Financial, Inc. in Minnetonka, MN, holding Series 63 and Series 65 designations with 27 years of industry experience. He has been with NBC Securities, Inc. for 11 years since 2015. 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 assets across multiple advisor teams and offers both discretionary and non-discretionary account management through a variety of program-based platforms.

Blanton Creque is a financial advisor with Lanark Financial, Inc. in Louisville, KY, holding a Series 65 designation and five years of industry experience. His prior work includes roles at Aldyn Capital, University of Louisville, Yum! Brands, Golf Headquarters, and Shelbyville Country Club. He is also the owner and operator of BC Financial, LLC, a single-member LLC established to receive commissions and advisory fees. 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 program-based accounts through various platforms.

Malia Toman is a financial advisor at Lanark Financial, Inc. with a Series 66 designation and two years of industry experience. Her prior roles include positions at First State Financial Management and Town & Country Bank. 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.

John Hackett is a financial advisor with Lanark Financial, Inc. based in Dubuque, IA. He holds Series 63 and Series 66 licenses and has 50 years of industry experience. Since 2015, he has been associated with NBC Securities, Inc. through Lanark Financial. 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 combination of discretionary and non-discretionary arrangements.

Neil Bales is a financial advisor with Lanark Financial, Inc. and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including roles at NBC Securities, Wells Fargo Clearing, and Wells Fargo Advisors. 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, offering a mix of discretionary and non-discretionary arrangements and utilizing third-party and affiliated sub-advisers.

William Braude is a financial advisor with Lanark Financial, Inc. He holds Series 63 and Series 65 designations and has 41 years of industry experience. Since 2012, he has been affiliated with NBC Securities, Inc. 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.

Frank Falkenburg is a financial advisor at Lanark Financial, Inc. based in Birmingham, AL. He holds a Series 63 designation and has 56 years of industry experience, including over three decades at NBC Securities, Inc. since 1995. Lanark Financial provides investment management, financial planning, and related advisory services to a range of clients including individuals, retirement plans, trusts, foundations, municipalities, and institutions. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers both discretionary and non-discretionary account management through various program-based platforms.

Brian Gallagher is a financial advisor with Lanark Financial, Inc. He holds the Series 63 and Series 66 designations and has 13 years of industry experience. Prior to joining Lanark Financial, he worked at First State Financial Management from 2016 to 2019. 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 and offers both discretionary and non-discretionary investment arrangements through multiple advisor teams and various program-based accounts.

Monte Marshall is a financial advisor at Lanark Financial, Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with NBC Securities Inc. since 2014. Outside of advising, he spends time coaching and giving private baseball lessons. Lanark Financial provides investment management, financial planning, and advisory services to a range of clients, including individuals, retirement plans, trusts, foundations, municipalities, and other institutions. The firm manages approximately $1.78 billion in client assets and offers both discretionary and non-discretionary account management across multiple advisor teams.

Lynn Hanfman is a financial advisor at Lanark Financial, Inc. with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Stultz Financial Group and NBC Securities, Inc. for 25 years. Outside of her advisory role, she operates an online jewelry and accessories sales business called Stunning Style Jewelry. 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 client assets across multiple advisor teams and offers a combination of discretionary and non-discretionary advisory arrangements.

Brian Forbush is a financial advisor with Lanark Financial, Inc. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. His prior work includes seven years at Wells Fargo Clearing Services and roles at Robert Half International, Executive Staffing, and US Bank. 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 across multiple advisor teams and offers both discretionary and non-discretionary investment solutions.

Franklin Brown Jr. is a financial advisor with Lanark Financial, Inc. in Birmingham, AL, holding a Series 66 designation and seven years of industry experience. He has been a full-time student since 2008. Outside of financial advising, he is a silent partner in Core Waste Solutions LLC, a dumpster rental and hauling business, and Caddie Wagon Golf, which rents golf simulators. Lanark Financial provides investment management and advisory services to a range of clients, including individuals, retirement plans, trusts, and institutional entities, managing approximately $1.78 billion in client assets through multiple advisor teams.

Kerry Maldonado is a financial advisor with Lanark Financial, Inc. in Birmingham, AL, holding Series 63 and Series 66 registrations and possessing 25 years of industry experience. He has worked at NBC Securities, Inc. since 2002. Outside of his advisory role, Maldonado is a partner in a furniture refinishing business. 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 and offers a combination of discretionary and non-discretionary investment arrangements across multiple advisor teams.