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.

Gayle Dilla is a financial advisor at Lanark Financial, Inc. with 35 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at NBC Securities Inc. for nine years and UBS Financial Services Inc. for four years. Outside of her advisory role, she assists with bookkeeping and data entry for family-related small businesses. 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 several platforms, employing both discretionary and non-discretionary investment approaches.