John-Luke Financial, LLC

Daryl Lazauskas is a financial advisor with John-Luke Financial, LLC and holds Series 63 and Series 66 credentials. He has 29 years of industry experience, including roles at Proequities, Inc. and MLDL Holdings LLC. He is engaged in insurance sales and investment advisory activities through his firm. John-Luke Financial, operating under MLDL Holdings, manages approximately $89.6 million for around 280 clients, providing portfolio management and financial planning services to individuals, high net worth clients, charitable organizations, and small businesses. The firm uses a goal-driven, customized planning approach and manages accounts on both discretionary and non-discretionary bases with Charles Schwab as custodian.

Nathan Morrell is a financial advisor at John-Luke Financial, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Compass Capital Investments LLC, Barkett Allen Capital, and LPL Financial. Outside of his advisory role, Morrell has a personal business interest as a part owner of Lil Giants LLC, a real estate rental venture. John-Luke Financial manages approximately $89.6 million for individual, high net worth, charitable, and small business clients, providing portfolio management and financial planning services. The firm employs a goal-driven, custom planning approach and uses third-party research while managing accounts on both discretionary and non-discretionary bases with Charles Schwab & Co. as custodian.