ADVISOR BIO

Kyle Jefferson is a registered representative with Stifel, Nicolaus & Company, Inc. Kyle has been in the industry since 2016 and has experience in investment banking. Kyle specializes in securities, investment banking, and financial planning.

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ADVISOR BIO

Kyle C Harris is a financial advisor in BALTIMORE, MD. Kyle has been working in the financial industry since August 2005. Kyle is currently registered with UBS Financial Services Inc. as a Registered Representative and Investment Advisor Representative. Kyle has passed the Series 66, Series 7, and SIE exams. Kyle has been a registered representative of UBS Financial Services Inc. since November 2010. Prior to joining UBS Financial Services Inc., Kyle was a registered representative of MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from August 2005 to November 2010. Kyle specializes in providing financial advice to individuals, families, and businesses. Kyle has a strong track record of helping clients achieve their financial goals.

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ADVISOR BIO

L Maurice Rowe is a financial advisor at MML Investors Services, LLC. L Rowe has been in the industry since March 1996 and has a total of 24 state registrations and 2 IA state registrations. L Rowe is also a registered representative of FINRA and the Securities Industry and Financial Markets Association (SIFMA) and has passed Series 6, 7 and 66 examinations. L Rowe specializes in financial planning, pension consulting and asset allocation programs. L Rowe works with high-net-worth individuals, corporations, pension and profit sharing plans, insurance companies and charitable organizations. L Rowe has previous experience with Park Avenue Securities LLC and Guardian Investor Services Corporation.

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ADVISOR BIO

Lachezara Docheva is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Lachezara is active in both the broker-dealer and investment advisor industries and has been active in the industry since August 31, 2017. Lachezara is licensed in Delaware, District of Columbia, Florida, Maryland, New Jersey, New York, Pennsylvania, Texas, Virginia, and West Virginia. Lachezara is also licensed as an investment advisor representative in Maryland and Texas. Lachezara holds FINRA Series 66, Series 7 and SIE licenses. Lachezara has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. since February 2014 and has also worked at Bank of America, N.A.

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ADVISOR BIO

Ladonna Marie Parham is a registered representative with Morgan Stanley, a firm with a strong focus on providing financial and investment advice. Ladonna has been in the industry since May 2022 and holds Series 99TO and SIE licenses. She specializes in providing financial advice to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Ladonna is committed to providing personalized and comprehensive financial planning services to help clients achieve their financial goals.

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ADVISOR BIO

Laith Layous is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Laith has over 8 years of experience in the financial services industry. Laith holds Series 7, 63, and 65 licenses, along with the SIE exam. Laith is registered in 37 states. Laith previously worked at CHARLES SCHWAB & CO., INC. in LONE TREE, CO. Laith provides portfolio management for businesses and individuals, and offers educational seminars and selection of other advisors.

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ADVISOR BIO

Lance Yurich is a registered representative with Research Financial Strategies, with offices in Rockville, Maryland and Chippewa, Ohio. Lance has been in the securities industry since 1991, and is currently registered as a Registered Representative and Investment Adviser Representative with Research Financial Strategies. He has previously held positions with Financial America Securities, Inc. and other financial institutions. Lance Yurich is a well-rounded professional who has a strong understanding of the financial markets. Lance Yurich is committed to providing personalized financial advice to help clients reach their financial goals. Lance specializes in providing investment advisory services to individuals, businesses, and pension and profit-sharing plans.

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ADVISOR BIO

Landon James Oddono is a registered representative with LPL Financial LLC. Landon has been in the industry since February 2021 and has held registrations in Maryland, Pennsylvania, and Virginia. Landon holds the Series 7TO, Series 66, and SIE licenses. Landon is a financial advisor who provides financial planning and investment advice.

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ADVISOR BIO

Lanta Evans is an investment advisor representative with Raymond James Financial Services Advisors, Inc., registered in the state of Maryland since 2009. Lanta has been in the financial services industry since 2001, holding previous positions at MORGAN STANLEY DW INC. Lanta Evans holds a Series 7, Series 66 and a SIE license. Lanta Evans is also registered as an investment advisor representative in Texas and holds a valid registration as an investment advisor representative in 16 other states. Lanta Evans also provides financial and business consulting services through LEM Financial Services, LLC.

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ADVISOR BIO

Larry Leese is an investment advisor representative at Grove Point Advisors, LLC, a firm with 322 investment advisor representatives and 357 registered representatives. Larry's first job in the financial industry was in 1989, and has spent over 15 years in the industry. Larry is licensed in Delaware, Florida, Maryland and Virginia. Larry has passed Series 6, Series 7, Series 63 and Series 65 exams. Larry specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

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