ADVISOR BIO

Lance Anthony Rao is a financial advisor registered with LPL Financial LLC in Phoenix, Arizona. He is licensed to provide investment advice and services in Arizona and other states. Lance has over 10 years of experience in the financial industry. He has a combined total of 5 exams passed including the Series 6, 7, 63 and 66 exams. Lance is an expert in financial planning and portfolio management and has a special interest in helping individuals and families achieve their financial goals. He also provides financial advice to businesses, charitable organizations and pension and profit-sharing plans. Lance is committed to providing personalized financial advice and services to his clients and helping them make informed decisions about their financial future. He is a dedicated financial professional and is passionate about helping his clients achieve their financial goals.

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Landon Devere Perry is an investment advisor representative at Edelman Financial Engines. Landon has been in the financial services industry for over 7 years and has experience in various areas of the financial services industry. Landon specializes in financial planning, pension consulting, and portfolio management for both individuals and businesses. Landon is also a registered investment advisor representative in Arizona and Texas. Landon has a strong understanding of the financial markets and is committed to providing clients with personalized financial advice.

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Larry Seaman is a financial advisor with over 50 years of experience in the industry. Larry is registered with Ameritas Advisory Services, LLC and is currently licensed to provide financial advice in Arizona and Texas. Larry has a strong background in financial planning and insurance sales, with a focus on helping clients meet their long-term financial goals. Larry is also a Chartered Financial Consultant and is committed to providing his clients with the highest level of service and expertise.

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Larry Lytle is an investment advisor with over 18 years of experience in the financial services industry. Larry has a strong background in providing financial planning and portfolio management services to high-net-worth individuals, families, and charitable organizations. Larry is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with the Securities and Exchange Commission as an investment advisor representative. Larry currently works with Wiser Advisor Group where he provides comprehensive wealth management services.

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Laura Delahanty is a financial advisor with J.p. Morgan Securities LLC. Laura has been in the industry since January 19, 2014 and has a wide range of experience. Laura is registered with the state of Arizona and Texas and holds both Series 65 and 66 licenses. Laura has a broad range of experience in financial planning, pension consulting, portfolio management, and selection of other advisors. Laura has been with J.p. Morgan Securities LLC since May 2017.

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ADVISOR BIO

Laura Worzella is a financial advisor with LPL Financial LLC. Laura has been in the financial services industry since 2000. Laura holds the Series 6, Series 63, and SIE licenses and is registered in Arizona. Prior to joining LPL Financial LLC, Laura worked for WELLS FARGO CLEARING SERVICES, LLC in Denver, Colorado, and FIRST UNION BROKERAGE SERVICES, INC. in Charlotte, North Carolina. Laura specializes in providing financial advice to a wide range of clients, including individuals, families, businesses, and retirement plans.

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Laurel Whitney is a financial advisor who has been in the industry since 2004. Laurel holds the Series 7 and Series 66 licenses, and the SIE exam. Laurel is currently registered with Cetera Investment Advisers LLC, and has previously worked at B. C. Ziegler and Company, American Express Financial Advisors Inc. and IDS Life Insurance Company. Laurel specializes in financial planning and portfolio management for businesses and individuals. Laurel is affiliated with Cetera Advisor Networks LLC and Financial Network- Larkin Region. Laurel works with clients of all types, including individuals, families, businesses, and charitable organizations.

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ADVISOR BIO

Lauren Margaret Thomas is a registered investment advisor representative associated with Cambridge Investment Research Advisors, Inc. Lauren Margaret Thomas has been in the industry since 2024. Lauren Margaret Thomas is registered with FINRA as a Series 66, Series 7TO and SIE. Lauren Margaret Thomas specializes in the areas of financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Cambridge Investment Research Advisors, Inc. is an independent broker-dealer and investment advisor. Lauren Margaret Thomas has been affiliated with Cambridge Investment Research Advisors, Inc. since 2024 and is currently located at 2700 North Central Avenue, 12th Floor in Phoenix, AZ. Lauren Margaret Thomas works with a variety of clients, including individuals, trusts, high net worth individuals, charities and pension plans. Lauren Margaret Thomas also has experience working with clients from multiple industries including healthcare, education, and finance. Lauren Margaret Thomas holds a Series 66, Series 7TO and SIE license. Lauren Margaret Thomas is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).

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Lauren Syarra Lofy is a financial advisor with LPL Financial LLC. Lauren is a Registered Representative and Investment Advisor Representative. Lauren has been in the industry since 2022 and has experience in providing financial advice to individuals, businesses, and charitable organizations. Lauren is a CPA, attorney, and has a background in accounting and legal services.

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ADVISOR BIO

Lauren Marshell is an investment advisor representative with MML Investors Services, LLC in Phoenix, Arizona. Lauren has been in the financial services industry since 2012. Lauren has licenses to conduct business in Arizona, California, Colorado, Massachusetts, Nevada, New York, Rhode Island, and Washington.

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