Savannah Forleo is a CFP® and ChFC® with nine years of industry experience. She currently works at Lanark Financial, Inc. and has held positions at L.M. Kohn & Company, PNC Investments, Bank of America, Merrill, Morgan Stanley, TIAA, and Morgan Stanley Private Bank. Lanark Financial delivers investment management and financial planning 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.

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.

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.