ADVISOR BIO

Lindsey Cohen is a financial advisor with Cetera Advisors LLC. Lindsey has been in the industry since September 5, 2024. Lindsey holds the Series 7TO and SIE licenses.

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ADVISOR BIO

Lindsey Elizabeth Neal is a registered representative with Charles Schwab & CO., Inc. Lindsey has been in the industry since 2022 and is active in both the broker-dealer and investment advisor spaces. Lindsey is currently registered in 53 states and the District of Columbia.

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ADVISOR BIO

Lindsey Young is a registered investment advisor representative with Quiet Wealth. Lindsey has been in the industry for over 17 years and is licensed to provide investment advice in the District of Columbia, Maryland, Massachusetts, Texas, and Virginia. Lindsey has a Series 7, Series 63, and Series 65 license. Lindsey has worked for a number of financial institutions, including Credit Suisse Securities (USA) LLC and Bear, Stearns & Co. Inc. Lindsey specializes in portfolio management for trusts and endowments, business consulting and exit planning services, and providing financial planning services. Lindsey has a strong track record of success in helping her clients achieve their financial goals.

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ADVISOR BIO

Lindsey Arnold is a financial advisor with UBS Financial Services Inc. Lindsey is registered with both the BrokerCheck and Investment Advisor Public Disclosure database. Lindsey's registration began in October of 2015, and Lindsey is currently registered with the state of Maryland. Previously, Lindsey was registered with Founders Financial Securities LLC beginning in April of 2014, and ending in July of 2015. Lindsey is licensed to provide investment advisory services in a variety of states including, but not limited to, California, Colorado, and Maryland. Lindsey has passed the Series 66, Series 7, and SIE exams.

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ADVISOR BIO

Lindsey Kissel is an investment advisor representative with NFP Retirement Inc., and has been in the financial services industry since 2007. Lindsey has a Series 7 and Series 66 license and holds the SIE certification. Lindsey has experience working with a variety of clients, including individuals, corporations, and retirement plans. Lindsey specializes in financial planning, portfolio management, and pension consulting. Prior to joining NFP Retirement Inc., Lindsey worked at Kestra Investment Services, LLC and TIAA-CREF Individual & Institutional Services, LLC.

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ADVISOR BIO

Lindzi Pfluger is a financial professional with experience in the securities industry. Lindzi is currently registered with Grove Point Investments, LLC and Western International Securities, Inc. Lindzi has passed the General Securities Representative Examination and the Securities Industry Essentials Examination.

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ADVISOR BIO

Linh Khanh Nguyen is a financial advisor with over 29 years of experience. Linh currently works at Transamerica Financial Advisors, Inc., and is registered to provide investment advice in Maryland and Virginia. Linh Nguyen has been with Transamerica Financial Advisors, Inc. since January 2012. Before that, Linh was employed at WORLD GROUP SECURITIES, INC. and WMA SECURITIES, INC. Linh Nguyen has passed the Series 6, Series 26, and Series 63 exams.

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ADVISOR BIO

Linley Pangan is an investment advisor representative at T. Rowe Price Advisory Services, Inc. Linley has been in the industry since November 2017 and is registered to provide investment advice in 53 states. Linley has passed the Series 6, 7TO, 63, and 66 exams. Linley has worked at T. Rowe Price since June 2017 and has previously worked at Bank of America. T. Rowe Price Advisory Services, Inc. is a fee-only investment advisor firm. Linley focuses on providing financial planning and portfolio management services to individuals.

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ADVISOR BIO

Linly Kenrol Ramlal is a financial advisor with over 25 years of experience. Linly is currently registered with Transamerica Financial Advisors, Inc. and has been registered with this firm since January 2012. Before working with Transamerica Financial Advisors, Inc., Linly worked at World Group Securities, Inc. and WMA Securities, Inc. Linly is licensed in 26 states and holds multiple licenses including Series 6, Series 63, Series 26, and SIE. Linly also has experience as a real estate agent and is the president of LKR Strategic Solutions Inc. Linly specializes in providing financial planning and portfolio management services to individuals and businesses.

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ADVISOR BIO

Linnea Cullings is a financial advisor at T. Rowe Price Investment Services, Inc.. Linnea has been in the financial services industry for over 10 years. Linnea holds the Series 6, 7, 24, 63 and 66 licenses. Linnea is registered with the Financial Industry Regulatory Authority (FINRA) and is registered to provide investment advice in 53 states.

SPECIALIZATIONS