ADVISOR BIO

Linda Dash is a financial advisor with The Mather Group, LLC, a registered investment advisor. Linda has been in the financial services industry since 2002. Linda holds the Series 63, 65, 7, and SIE licenses. Linda is a Certified Financial Planner. Linda previously worked at Charles Schwab & Co., Inc., USAA Financial Advisors, Inc., Park Avenue Securities LLC, PFS Investments Inc., Allstate Financial Services, LLC, and SunTrust Capital Markets, Inc.

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ADVISOR BIO

Linda Cook is a financial advisor with over 40 years of experience in the industry. Linda is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and holds licenses in multiple states. Linda specializes in portfolio management for both individuals and businesses. Linda is also a Registered Investment Advisor.

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ADVISOR BIO

Lindsay Belton paugh is an investment advisor representative at UBS Financial Services Inc., a firm based in Weehawken, New Jersey. Lindsay has been in the financial services industry since 2002 and has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Lindsay is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, 63, and 66 licenses. Lindsay is dedicated to helping clients achieve their financial goals and provides personalized financial advice tailored to each client's unique needs.

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ADVISOR BIO

Lindsey Gearhart is a registered representative with Wells Fargo Clearing Services, LLC. Lindsey has been in the industry for over 6 years and holds multiple licenses, including Series 6, 7, 63, and 66. Lindsey specializes in working with individual clients and businesses, offering portfolio management services and financial planning advice. Lindsey's office is located at 3280 Peachtree Rd Ne 4th Fl in Atlanta, GA.

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ADVISOR BIO

Lindsey Peterson Black is a registered representative with Fifth Third Securities, Inc. Lindsey has been in the securities industry since August 2015. Lindsey holds the Series 6, Series 63 and Series 79TO licenses and is registered with the state of Georgia. Lindsey is located in the Atlanta branch office of Fifth Third Securities, Inc.

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ADVISOR BIO

Lindsey Flynn is a financial advisor with Morgan Stanley. Lindsey has been in the financial industry since 2004 and has a strong track record of providing investment advice to a diverse clientele. Lindsey specializes in asset allocation advice, financial planning, and portfolio management for individuals, businesses, and investment companies. Lindsey has worked with Morgan Stanley since 2015. Before that, Lindsey worked with Morgan Stanley DW Inc. and Morgan Stanley & Co. Incorporated. Lindsey holds Series 66, Series 63, Series 10, Series 9, and Series 7 licenses and is registered in all 50 states. Lindsey is committed to providing personalized service to clients and helping them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Linling Li is a registered representative with J.p. Morgan Securities LLC. Linling has been in the securities industry since January 6, 2021. Linling holds a Series 66, Series 7TO, and SIE license. Linling is registered with the state of Georgia and Texas. Linling was previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Lisa Lorraine Brown is an Investment Advisor Representative at Corient. Lisa has been in the financial services industry for over 20 years and has extensive experience in financial planning, portfolio management, and investment advisory services. Lisa is a Certified Financial Planner and holds Series 7 and Series 66 licenses. Lisa is dedicated to providing personalized financial advice and investment strategies to help clients achieve their financial goals. Lisa previously worked at CI Brightworth Private Wealth and has held positions at SunTrust Investment Services, Inc., Washington Square Securities, Inc., and Securian Financial Services, Inc.

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ADVISOR BIO

Lisa Marie Roepke is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. with over 29 years of experience in the financial services industry. Lisa has been registered with the firm since January 1994 and has a broad range of experience and expertise. She specializes in providing financial advice and investment management services to a variety of clients including individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Lisa is licensed to provide advisory services in multiple states.

SPECIALIZATIONS

ADVISOR BIO

Lisa Hultquist is a Registered Representative with Invesco Advisers, Inc., a firm with over $746 billion in assets under management. Lisa has been in the financial services industry since 1989 and has held numerous registrations, including Series 6, 7, 63, 66, 79TO, and SIE exams. Lisa has a broad range of experience and specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS