Harold Miller is a financial advisor at Lanark Financial, Inc. in Birmingham, AL, with 24 years of industry experience. He holds the Series 66 designation and has worked at M Holdings Securities, Inc. since 2025, following a nine-year tenure at Concourse Financial Group Securities Inc. 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 a range of program-based accounts through various platforms.

David Hope is a financial advisor at Lanark Financial, Inc. in Birmingham, AL, with 40 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. He has worked at NBC Securities, Inc. since 2010 and Uvest Financial Services Group, Inc. since 2006. Lanark Financial serves individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients, managing approximately $1.78 billion in assets across multiple advisor teams. The firm provides investment management and financial planning through discretionary and non-discretionary arrangements and offers program-based accounts via various platforms.

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.

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.

David Glenn is a financial advisor with Lanark Financial, Inc. in Birmingham, AL, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with NBC Securities, Inc. for the past 10 years. Lanark Financial provides investment management, financial planning, and related advisory services to a diverse client base including individuals, retirement plans, trusts, and institutional clients. The firm manages approximately $1.78 billion in assets and offers a mix of discretionary and non-discretionary investment solutions through multiple advisor teams.

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.

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.

Franklin Brown Jr. is a financial advisor at Lanark Financial, Inc. in Birmingham, AL, with six years of industry experience. He holds a Series 66 designation. Outside of his advisory role, Brown is a silent partner in businesses related to dumpster rental and hauling, as well as golf simulator rental. 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 utilizing various platforms and sub-advisers.

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.

Celeste Courtney is a financial advisor with Lanark Financial, Inc. in Birmingham, AL, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at NBC Securities and Courtney and Morris Real Estate and Appraisals, as well as positions in education at the University of Alabama and St. Paul's Episcopal School. Lanark Financial provides investment management, financial planning, and related advisory services to a diverse client base that includes 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 both discretionary and non-discretionary advisory arrangements.

Anthony Wolfe is a financial advisor at Lanark Financial, Inc. in Birmingham, Alabama, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been associated with NBC Securities, Inc. since 2005. Outside of his advisory role, Wolfe works as a substitute school bus driver for Shelby County Schools. 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 and offers program-based accounts through various platforms with both discretionary and non-discretionary arrangements.

Kimberly Davis is a financial advisor at Lanark Financial, Inc. with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at NBC Securities, Robert Half International, Concourse Financial Group Securities, and Synovus Securities. 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 investment arrangements.

Peyton Falkenburg is a financial advisor with Lanark Financial, Inc. in Birmingham, AL, holding a Series 66 license and bringing nine years of industry experience. He previously worked at NBC Securities Inc. from 2017 to present and Municipal Consultants, Inc. from 2015 to 2017. Outside of financial services, he is a partner in Sipp Safely, a company that manufactures a compact water treatment device. 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 and offers both discretionary and non-discretionary advisory arrangements across multiple advisor teams.

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.

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.

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.