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Howard E

Series 63, Series 65

Tallahassee, FL

Lanark Financial, Inc.

Howard Eisenman is a financial advisor at Lanark Financial, Inc. with 47 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at NBC Securities, Inc. and Enhanced Financial Services since 2000. Eisenman is also a joint owner of the office building through a jointly formed LLC but has no active business duties in that entity. 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 various platforms, combining discretionary and non-discretionary management approaches.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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Bruce H

CFP®, Series 63, Series 66

Tallahassee, FL

Lanark Financial, Inc.

Bruce Hagan is a CFP® with 44 years of experience in the financial industry. He has been associated with RAI Investments and NBC Securities, Inc. for over 26 years. In addition to his advisory work, he teaches an online investment planning course approved by the CFP Board of Standards. Lanark Financial, Inc. provides investment management and financial planning services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients, managing approximately $1.78 billion in client assets across multiple advisor teams. The firm offers a combination of discretionary and non-discretionary advisory arrangements and employs a range of third‑party and affiliated sub‑advisers and overlay managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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Lynn H

Series 63, Series 65

Tallahassee, FL

Lanark Financial, Inc.

Lynn Hanfman is a financial advisor at Lanark Financial, Inc. with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Stultz Financial Group and NBC Securities, Inc. for 25 years. Outside of her advisory role, she operates an online jewelry and accessories sales business called Stunning Style Jewelry. 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 client assets across multiple advisor teams and offers a combination of discretionary and non-discretionary advisory arrangements.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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Michael L

Series 63

Tallahassee, FL

Lanark Financial, Inc.

Michael Lea is a financial advisor with Lanark Financial, Inc. based in Tallahassee, FL, holding a Series 63 designation and bringing 31 years of industry experience. He has worked at NBC Securities, Inc. for 26 years and concurrently maintains a long-term career with FedEx and service in the U.S. Navy Reserves. Lanark Financial, Inc. provides investment management and advisory services to a range of clients including individuals, retirement plans, and institutional entities, managing approximately $1.78 billion in client assets. The firm employs both discretionary and non-discretionary arrangements and offers program-based accounts through multiple platforms.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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