ADVISOR BIO

Luke Michalik is a financial advisor with Morgan Stanley. Luke has been in the financial industry for over 2 years. Luke is licensed in Illinois and Texas. Luke has passed the Securities Industry Essentials Examination, General Securities Representative Examination, and the Uniform Combined State Law Examination. Prior to joining Morgan Stanley, Luke was a financial advisor with LBMZ Securities, Inc. and JPMorgan Securities LLC. Luke has worked in a variety of roles in the financial industry, including financial planning, portfolio management, and investment advisory services.

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ADVISOR BIO

Luke Stortzum is a financial advisor with Commonwealth Financial Network. Luke is a CERTIFIED FINANCIAL PLANNER™ professional with over 5 years of experience in the financial services industry. He is registered to provide investment advice in Illinois. Luke's prior experience includes working as a financial advisor with CETERA Investment Services LLC and Edward Jones. Luke has earned the Series 7, Series 66 and SIE licenses and has specialized in providing financial planning, portfolio management for individuals and businesses, and educational seminars.

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ADVISOR BIO

Lu ling Li is an investment advisor representative with Transamerica Financial Advisors, Inc. Lu ling Li has been in the industry since October 28, 2005. Lu ling Li is licensed to provide investment advice in Alabama, California, Florida, Georgia, Illinois, Indiana, Massachusetts, Minnesota, Nebraska, North Carolina, Pennsylvania, Texas, Virginia, Washington and Wisconsin. Lu ling Li is also registered as an Investment Advisor Representative with Transamerica Financial Advisors, Inc. in Illinois and California. Lu ling Li previously worked at World Group Securities, Inc.. Lu ling Li holds the Series 6, Series 63, and Series 65 securities licenses and the SIE. Lu ling Li's other business activities include sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Lu ling Li's specializations include retirement planning, investment management and college planning. Lu ling Li is dedicated to providing personalized financial advice to help clients achieve their financial goals.

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ADVISOR BIO

Lushone Bennett is a financial advisor with over 20 years of experience in the financial services industry. Lushone has held positions with several reputable firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, TD Waterhouse Investor Services, Inc., and UBS Financial Services Inc. Lushone joined Morgan Stanley in September of 2021. Lushone is a Registered Representative and an Investment Advisor Representative, holding registrations in both Illinois and Texas. Lushone specializes in providing comprehensive financial advice to individual and institutional clients.

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ADVISOR BIO

Luz Escoto is a financial advisor who has been in the industry since March 2020. Luz is currently registered with J.P. Morgan Securities LLC in Chicago, Illinois. Luz is licensed to sell securities in California and Illinois and holds the Series 63, SIE, and Series 6TO licenses. Luz has experience in providing financial planning, pension consulting, and selection of other advisors.

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ADVISOR BIO

Luz-maria Medina is a financial advisor at J.P. Morgan Securities LLC. Luz-maria has been in the industry since October 2023 and is registered in Illinois. Luz-maria holds the Series 63, Series 6TO and SIE exams. Luz-maria focuses on providing financial advice to clients in the Chicago area.

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ADVISOR BIO

Lydia Lescht is a financial advisor with over 20 years of experience in the financial services industry. Lydia is currently registered with Rockefeller Financial LLC and Rockefeller Capital Management. Lydia's previous employers include J.P. MORGAN SECURITIES LLC and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Lydia holds a Series 7, Series 66, Series 9, Series 10, Series 24 and Series 4 licenses. Lydia specializes in providing financial planning, portfolio management and investment advisory services to individuals, businesses, high net worth individuals, trusts, corporations, pension and profit sharing plans, and charitable organizations. Lydia is registered to provide investment advisory services in all 50 states.

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ADVISOR BIO

Lydia Smith is a registered representative with J.P. Morgan Securities LLC, a firm with a presence in the Chicago market. Lydia is licensed to provide investment advice and services to clients in the state of Illinois, as well as other states. Lydia's professional background includes the investment company products/variable contracts representative exam, the securities industry essentials exam and the uniform securities agent state law examination.

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ADVISOR BIO

Lyman Howell is a financial advisor currently registered with Regal Oak Financial, LLC in Chicago, IL. Lyman has been a registered representative since 2005. Lyman specializes in providing financial planning, portfolio management for individuals and publishes periodicals.

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ADVISOR BIO

Lynn Anne Varndell is an experienced financial advisor with a focus on providing investment guidance and financial planning services. Lynn has over 20 years of experience in the financial services industry and is currently affiliated with LPL Financial LLC. Previously, Lynn has held positions with BMO HARRIS FINANCIAL ADVISORS, INC., J.P. MORGAN SECURITIES LLC and J.P. MORGAN SECURITIES INC. Lynn is a licensed securities professional and holds Series 6, 7, 63 and 65 licenses. Lynn's primary office location is in Chicago, Illinois.

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