Palm Beach Gardens, FL Office

Arriana Neese is a financial advisor at LRI Investments with a Series 65 credential and three years of industry experience. She has worked at LRI Investments and Lindberg & Ripple since 2023, and previously held roles at Advanced Insurance Strategies, Inc. and Retirement Income Strategies, Inc. Neese is also involved in marketing activities through Lindberg & Ripple’s broker/dealer operations. LRI Investments provides financial planning and fee-based investment advisory services primarily to individual and high-net-worth clients, as well as businesses, financial institutions, retirement plans, and government entities. The firm constructs tailored portfolios using mutual funds, ETFs, and individual securities, emphasizing ongoing supervision and periodic rebalancing aligned with client objectives.

Benjamin Hall is a financial advisor at LRI Investments with 25 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LRI Investments in 2024, he has been associated with JKJ Financial Services and M Holdings Securities, Inc. since 2013. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets and serving approximately 377 client relationships. The firm offers financial planning, portfolio management, retirement account advice, and retirement plan consulting, with a focus on diversified, goal-based portfolios and a long-term investment approach.

Keith Ehinger is a financial advisor with LRI Investments, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He is also the owner and principal of JKJ Financial Services, where he serves as an insurance marketer and client relationship manager. His career includes roles at M Holdings Securities and JKJ Financial Services, where he has been active in insurance and investment-related services. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets for approximately 377 client relationships. The firm offers financial planning, portfolio management, retirement plan consulting, and a wrap-fee program, serving both individual and institutional clients with a focus on diversified, goal-based investment strategies and an ERISA fiduciary role in retirement plan consulting.

Bruce Fletcher is a financial advisor at LRI Investments with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Advisors and M Holdings Securities. He is based in Palm Beach Gardens, Florida. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets for approximately 377 client relationships. The firm offers financial planning, portfolio management, retirement account advice, and retirement plan consulting, serving both individual and institutional-type clients, including government entities.

Elliot Silverstein is a financial advisor with LRI Investments, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at KB Financial Partners, OneDigital Investment Advisors, and M Holdings Securities. He is the founder and board chair of The Coach Wren Initiative, a nonprofit organization. LRI Investments provides financial planning and fee-based investment advisory services to individual and high-net-worth clients, as well as businesses, financial institutions, retirement plans, and governmental entities. The firm offers customized portfolio management with regular reviews and emphasizes ERISA fiduciary retirement-plan services, including participant education and plan committee training.

Anthony Pace is a CFP® with 35 years of industry experience, currently serving as a managing principal at Lindberg & Ripple and an advisor at LRI Investments. He has been with M Holdings Securities since 2004 and co-manages the investment division at Lindberg & Ripple. Pace is president of the Palm Beach County Estate Planning Council and serves on the Audit Oversight Committee for the Town of Juno. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets and serving approximately 377 client relationships. The firm offers financial planning, portfolio management, retirement plan consulting, and a wrap-fee program, with a notable focus on institutional clients and an explicit ERISA fiduciary role.

Norman Yester is a financial advisor with LRI Investments, holding a Series 66 credential and 25 years of industry experience. His prior work includes roles at Lindberg & Ripple, M Holdings Securities, Mariner Financial Group, and LPL Financial. Outside of advising, he serves as president of NY & CO P.C., a tax and accounting firm, and Rainbow Graphics, Inc., a graphic embroidering and silk printing business. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets for approximately 377 clients. The firm offers financial planning, portfolio management, retirement plan consulting, and a wrap-fee program, with a focus on diversified investment allocations and serving institutional-type clients such as state and municipal government entities.

Brendan Yester is a financial advisor with LRI Investments, holding a Series 66 designation and 15 years of industry experience. His career includes roles at LPL Financial, Mariner Financial Group, M Holdings Securities, and Lindberg & Ripple. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets and serving approximately 377 client relationships. The firm offers financial planning, portfolio management, retirement account advice, and retirement plan consulting, with a client base that includes institutional entities and a focus on ERISA fiduciary responsibilities.

Alexander Heyniger is a financial advisor at LRI Investments with 16 years of industry experience. He holds the Series 66 designation and has been affiliated with Lindberg & Ripple and M Holding Securities since 2010. Heyniger serves on the board of a firearms club, Potapaug Gun Club, Inc., in a non-investment capacity. LRI Investments provides financial planning and fee-based investment advisory services primarily to individual and high-net-worth clients, as well as businesses, financial institutions, retirement plans, and state and municipal government entities. The firm offers customized investment management, financial planning, and retirement plan consulting with a focus on ongoing portfolio supervision and alignment with client objectives.

Hayley Snell is a financial advisor at LRI Investments with eight years of industry experience. She holds the Series 66 designation and has worked with Lindberg & Ripple and M Holdings Securities since 2016. LRI Investments provides financial planning and fee-based investment advisory services primarily to individual and high-net-worth clients, as well as businesses, financial institutions, retirement plans, and state and municipal government entities. The firm constructs tailored portfolios using mutual funds, ETFs, and individual securities, with ongoing supervision and periodic rebalancing aligned to client objectives.