ADVISOR BIO

Leanne Taylor Lakes is a Registered Representative with Grove Point Advisors, LLC. Leanne Taylor Lakes is located in La Plata, MD. Leanne has been working in the financial industry since 2015. Leanne Taylor Lakes is licensed to conduct business in California, Colorado, Delaware, District of Columbia, Florida, Georgia, Kentucky, Maryland, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia and West Virginia. Leanne Taylor Lakes offers investment advisory services, including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals and other services. Leanne Taylor Lakes also manages assets for high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth.

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LeCount Roscoe Davis, CFP is the sole owner and registered representative of Lecount R. Davis, CFP. LeCount has been providing financial planning and investment advice since November 1978. Lecount provides financial planning and portfolio management for individuals. Lecount currently manages $4,000,000 in assets for 4 clients. Lecount R. Davis, CFP charges fixed fees, hourly charges and a percentage of assets for its services.

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Lee Aron Meddin is a registered Investment Advisor Representative. Lee Aron Meddin has been in the industry since 1993 and has been with Sagacious Capital LLC since March 2015. Sagacious Capital LLC is an investment advisory firm located in Chevy Chase, Maryland. Lee Aron Meddin has passed the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination. Lee Aron Meddin has also passed the General Securities Representative Examination. Lee Aron Meddin is a Chartered Financial Analyst. Sagacious Capital LLC primarily manages the accounts of high net worth individuals and businesses and manages more than $15,500,000 in assets. Sagacious Capital LLC offers financial planning, portfolio management for individuals and businesses.

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Lee Vincent Demma is a financial advisor with LPL Financial LLC, based in Columbia, MD. Lee has over 14 years of experience in the financial services industry. Lee is registered with the state of Maryland, as well as several other states, including California, Colorado, Delaware, Florida, Illinois, Indiana, Maine, Missouri, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Vermont, Virginia and Washington. Lee holds FINRA Series 6, 7 and 63 licenses, as well as the Series 65 license. Lee has previously worked with M&T Securities, Inc. and MML Investors Services, LLC.

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Lee Bollhorst is a financial advisor with Ameriprise Financial Services, LLC. Lee has been in the industry since 1999 and has a broad range of experience. Lee is a licensed representative in Maryland and Texas and is also registered as an Investment Advisor Representative. Lee has passed the Series 7, Series 63, Series 65, and SIE exams. Lee has experience working with a variety of clients, including individuals, businesses, trusts, estates, and charitable organizations. Lee has worked for both Ameriprise Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated in the past. Lee is committed to providing personalized financial advice and helping clients reach their financial goals.

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Lee Kramer is a financial advisor with over 37 years of experience in the industry. Lee is currently registered with Osaic Wealth, Inc. and is located in Frederick, MD. Lee has previously worked with FSC Securities Corporation and Securities America, Inc.. Lee Kramer is a Certified Financial Planner™ professional, and holds the Series 7, Series 24, Series 63, and Series 65 licenses. Lee Kramer specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Lee Kramer has been a registered Investment Advisor since 1995 and is also a licensed insurance agent.

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Lee Warner has been an active investment advisor for over 40 years, beginning their career in 1981. Lee Warner is currently registered with the Securities and Exchange Commission (SEC) and holds a Series 7, Series 6, Series 22, Series 63, and Series 65 licenses. They are also a Certified Financial Planner and a Chartered Financial Consultant. Lee Warner is currently affiliated with The L. Warner Companies, Inc. in Timonium, Maryland, where they are the CEO & Chairman. Previously, Lee Warner has been affiliated with Mutual Service Corporation, W. S. Griffith & Co., Inc., Home Life Insurance Company, Westlake Securities, Inc., and Chris Securities Inc. Lee Warner's primary focus is working with clients, including individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.

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Lee Anderson is a financial advisor currently registered with T. Rowe Price Investment Services, Inc.. Lee has been in the industry since June 7, 2024 and is licensed in 53 states. Lee holds the Series 7TO, Series 63 and SIE licenses.

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Lee J. Miller is a Certified Financial Planner® and a registered Investment Advisor Representative with Miller Capital Management, Inc. based in Bethesda, Maryland. Lee has over 25 years of experience in the financial services industry. Lee J. Miller is also a Certified Public Accountant (CPA). Miller Capital Management, Inc. provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations.

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Lee Eliot Eybel is a financial advisor registered with Morgan Stanley. Lee has been working in the industry since 2001 and has experience with Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. Lee holds multiple licenses and certifications including Series 66, Series 31, and Series 7, as well as licenses in 47 states and 3 IA states. Lee currently practices in both Broker Dealer and Investment Advisor capacities and has a broad range of experience in the field.

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