LRI Investments

Arriana Neese is a financial advisor at LRI Investments with a Series 65 credential and three years of industry experience. She previously worked at Advanced Insurance Strategies, Inc and Retirement Income Strategies, Inc. Neese also serves as a marketing associate at Lindberg & Ripple through M Holdings Securities. LRI Investments, LLC provides financial planning, investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and certain government entities. The firm manages approximately $2.78 billion with a team of 25 professionals, focusing on customized asset allocation and a long-term investment approach across mutual funds, ETFs, and equities.

Kenneth Dawson is a Series 66 registered advisor with 13 years of industry experience. He is currently affiliated with LRI Investments and has prior experience at M Holdings Securities and JKJ Financial Services. Outside of his advisory roles, he serves as Director of Investment and Retirement Services at JKJ Financial Services. LRI Investments is a team of 25 investment professionals managing approximately $2.78 billion for individuals, high-net-worth clients, businesses, financial institutions, and government entities. The firm offers customized asset-allocation portfolios with a long-term focus and provides retirement-plan consulting and ongoing fiduciary services.

Carl Peterson is a financial advisor at LRI Investments with 38 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes long tenures at Lindberg & Ripple and M HOLDINGS SECURITIES, Inc. He serves on the Board of Trustees for The Bushnell Performing Arts Center in Hartford, CT. LRI Investments, LLC provides financial planning, fee-based investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm’s team of 25 manages approximately $2.78 billion across client accounts with portfolios customized to asset-allocation objectives, generally emphasizing mutual funds, ETFs, and exchange-traded equities with a long-term approach and regular reviews.

John Mc Donald is a financial advisor with LRI Investments, holding a Series 66 designation and 24 years of industry experience. He has worked at several firms, including Merrill and Principal Life Insurance Company, and currently also serves as a retirement benefit consultant at SDM, Inc. DBA JKJ Financial Services. LRI Investments, LLC provides financial planning, fee-based investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm manages approximately $2.78 billion through a team of 25 professionals, offering customized portfolios emphasizing long-term asset allocation with regular reviews.

Mogammad Petersen is a financial advisor at LRI Investments with Series 63 and Series 65 credentials and seven years of industry experience. He has worked at JKJ Financial Services and M Holdings Securities since 2017 and previously held roles at Urban Outfitters and International Trimmings and Label Solutions. Petersen also serves as a retirement consultant and client service support at JKJ Financial Services. LRI Investments is a team-based firm serving individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm manages approximately $2.78 billion with a focus on customized asset allocation and a long-term investment approach that includes mutual funds, ETFs, and equities.

Benjamin Hall is a ChFC® with 25 years of industry experience, currently serving as an investment advisory representative at LRI Investments, LLC since 2024. He also holds roles with JKJ Financial Services and M Holdings Securities, where he has worked since 2013. Hall’s business activities include serving as vice president and managing director of JKJ Financial Services. LRI Investments is a team of 25 professionals managing approximately $2.78 billion in client assets. The firm provides financial planning, fee-based investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities, emphasizing customized, long-term asset allocation strategies.

Andrew De Stefano is a financial advisor at LRI Investments with a Series 66 designation and one year of industry experience. He has previously worked at Fis and EY, and holds a degree from Franklin & Marshall College. LRI Investments provides financial planning, fee-based investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm manages approximately $2.78 billion through a team of 25 professionals, emphasizing customized asset allocation and long-term investment strategies.

Keith Ehinger is a financial advisor with LRI Investments, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He is also the owner and principal of JKJ Financial Services, an insurance and financial services firm where he serves as an Insurance Marketer and Client Relationship Manager. LRI Investments provides financial planning, fee-based investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm manages approximately $2.78 billion with a team of 25 professionals, offering both discretionary and non-discretionary services through customized portfolios emphasizing long-term asset allocation.

Andrew Albano is a financial advisor at LRI Investments with a Series 65 credential and one year of industry experience. His prior roles include positions at JKJ Financial Services, Link Logistics, First Citizens Bank, BGC Group, and Prudential Financial. LRI Investments, LLC provides financial planning, fee-based investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm manages approximately $2.78 billion across client accounts with a focus on customized asset-allocation strategies and both discretionary and non-discretionary services.

Bruce Fletcher is a financial advisor with LRI Investments LLC in Palm Beach Gardens, FL, holding Series 63 and Series 66 credentials and 25 years of industry experience. His career includes roles at Lindberg & Ripple, M Holdings Securities, Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. LRI Investments provides financial planning, fee-based investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm emphasizes customized asset-allocation strategies with a long-term focus and manages approximately $2.78 billion across its client accounts.

Chad White is a financial advisor with LRI Investments, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Equitable Advisors and AXA Advisors, as well as affiliations with JKJ Financial Services and M Holdings Securities. LRI Investments is a team-based firm that provides financial planning, fee-based investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm manages approximately $2.78 billion in client assets with customized portfolios emphasizing long-term growth through mutual funds, ETFs, and equities.

Elliot Silverstein is a financial advisor at LRI Investments with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including KB Financial Partners, Equitable Advisors, and OneDigital Investment Advisors. Outside of his advisory roles, he is the founder and board chair of The Coach Wren Initiative, a nonprofit organization. LRI Investments serves individuals, high-net-worth clients, businesses, financial institutions, and state and municipal government entities, managing approximately $2.78 billion. The firm focuses on customized asset allocation and offers discretionary and non-discretionary services, including a proprietary wrap-fee program and ERISA-fiduciary retirement plan support.

Glen Coral is a financial advisor at LRI Investments with over 43 years of industry experience. He holds the ChFC® and Series 63 designations and has a background that includes roles at JKJ Financial Services, M Holdings Securities, and his own firm, Turning Point Wealth Strategies, where he serves as president and managing member. LRI Investments provides financial planning, fee-based investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm manages approximately $2.78 billion and offers customized portfolios focused on long-term objectives using mutual funds, ETFs, and equities, along with retirement plan services and a proprietary wrap-fee program.

Anthony Pace is a CFP® professional with 35 years of experience in the financial services industry. He is currently a managing principal at Lindberg & Ripple and a key member of LRI Investments, where he co-manages the firm, leads the investment division, and consults with clients. Pace has held roles at M Holdings Securities and Harvest Capital Advisors earlier in his career. He serves as president of the Palm Beach County Estate Planning Council and is a member of the Audit Oversight Committee for the Town of Juno. LRI Investments is a team-based firm serving individuals, high-net-worth clients, businesses, financial institutions, and certain government entities. The firm manages approximately $2.78 billion using customized asset allocation strategies focused on long-term growth and capital preservation, and it offers both discretionary and non-discretionary portfolio management.

Eric Kaleta is a financial advisor with LRI Investments who holds Series 63 and Series 65 credentials and has 26 years of industry experience. His prior work includes roles at VP Distributors LLC and Virtus Investment Partners, where he worked for 13 years each. LRI Investments, LLC provides financial planning, fee-based investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm manages approximately $2.78 billion through a team of 25 professionals, focusing on customized asset allocation with a long-term orientation and offers both discretionary and non-discretionary services.