Stephen Agricola is a financial advisor at Lanark Financial, Inc. in Birmingham, AL, holding a Series 63 designation with 41 years of industry experience. He has worked at NBC Securities, Inc. and the National Bank of Commerce since 1995. 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 and operates multiple advisor teams delivering advice through discretionary and non-discretionary arrangements.

Stephen Miller is a financial advisor with Lanark Financial, Inc. holding Series 63 and Series 66 licenses and has 33 years of industry experience. His prior roles include positions at Jhs Capital Advisors, Inc. and his ongoing work with S. Miller, C.P.A. He is also involved as a non-operating member and financial decision-maker in restaurant ventures. Lanark Financial, Inc. serves individuals, retirement plans, trusts, foundations, municipalities, and institutional clients, managing approximately $1.78 billion in assets across multiple advisor teams. The firm offers a combination of discretionary and non-discretionary investment management and advisory services, utilizing third-party sub-advisers, overlay managers, and model portfolios.

Brian Haynes is a financial advisor with Lanark Financial, Inc. based in Birmingham, AL. He holds a Series 66 designation and has 26 years of industry experience, including tenure at Sterne Agee Investment Advisor Services, Inc. and Sterne Agee Financial Services Inc. Beyond his advisory work, he performs as a musician at special events. Lanark Financial serves individuals, retirement plans, trusts, foundations, municipalities, and institutional clients with investment management and financial planning services. The firm manages approximately $1.78 billion in client assets through multiple advisor teams and offers both discretionary and non-discretionary advisory arrangements.

Joseph Disanza is a financial advisor at Lanark Financial, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at NBC Securities, Inc. since 2015 and Richard's since 2004. In addition to his advisory work, he operates as an independent insurance broker specializing in homeowners insurance. 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 a range of discretionary and non-discretionary programs.

Adam Newton is a financial advisor with Lanark Financial, Inc. in Carson City, NV, holding a Series 66 designation and 19 years of industry experience. He has worked at NBC Securities, Inc. since 2008. 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 through multiple advisor teams and offers both discretionary and non-discretionary arrangements.

Steven Abrams is a financial advisor at Lanark Financial, Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with NBC Securities, Inc. since 2013. Lanark Financial provides investment management, financial planning, and advisory services to a diverse 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, offering both discretionary and non-discretionary arrangements through a range of third-party and affiliated sub-advisers.

Maria Ortiz is a Series 66-credentialed financial advisor with Lanark Financial, Inc. in Tampa, FL, and has 25 years of industry experience. She has worked at NBC Securities since 2015. Outside of her financial advisory role, she owns a chiropractic business in Tampa. Lanark Financial serves 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 both discretionary and non-discretionary investment management and financial planning services.

Matthew Senicola is a financial advisor with Lanark Financial, Inc. in Massapequa, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at NBC Securities, Inc. since 2015. Outside of his advisory role, he occasionally writes investment-related articles for Seeking Alpha. Lanark Financial provides investment management, financial planning, and advisory services for 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 and third-party sub-advisers.