Kayla Stowe is a CFP®-credentialed financial advisor with 14 years of industry experience. She is currently with Lakeridge Wealth Management LLC and has previously worked at CETERA Advisor Networks LLC and Neece, Malec, Seifert & Vitaz, Inc. She serves as a board member of the Northeast Ohio Financial Planning Association chapter, contributing to continuing education meeting topics. Lakeridge Wealth Management LLC is a multi-advisor SEC-registered firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, focusing on fundamentally driven portfolios with ETFs and mutual funds alongside other investment vehicles.

Julie Distler is a financial advisor at Lakeridge Wealth Management LLC with seven years of industry experience. She holds the Series 66 designation and has previously worked at AmTrust Financial and Cetera Advisor Networks LLC. Lakeridge Wealth Management LLC is a multi-advisor firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, utilizing a fundamentally driven investment approach with a range of portfolio options.

Brian Distler is a financial advisor with Lakeridge Wealth Management LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at Cetera Advisor Networks LLC and NMS Wealth Management prior to his current roles. Distler also serves as a director and chief compliance officer at Lakeridge Wealth Management. Lakeridge Wealth Management LLC is an SEC-registered, multi-advisor firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, focusing on fundamentally driven portfolios that primarily use ETFs and mutual funds while maintaining flexibility to include other investment vehicles.