ADVISOR BIO

Lanfen Schloss is a financial advisor with J.P. Morgan Securities LLC, with a focus on providing comprehensive financial advice to individuals and businesses. Lanfen holds the Series 63, 6TO, and SIE licenses. Lanfen is registered to provide investment advice in Delaware, New Jersey, and Pennsylvania. Lanfen has specialized in providing financial guidance for individuals, families, and businesses since October 2022.

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ADVISOR BIO

Larisa Makaeva is a financial advisor registered with Osaic FS, Inc. and Osaic FA, Inc. Larisa has been in the financial services industry since 2006. Larisa works in Radnor, PA. Larisa has Series 7 and SIE licenses.

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Larissa Jane Costello is a registered representative with Alden Investment Group in WAYNE, PA. Larissa has been in the financial services industry since 2014. Larissa has passed the Series 7, Series 66, and SIE exams. Larissa is also a registered Investment Advisor Representative in Maryland, New Jersey, New York and Texas. Prior to joining Alden Investment Group, Larissa was a Financial Advisor at Coastal Equities, Inc. and Raymond James Financial Services, Inc. Larissa specializes in providing financial planning and portfolio management for individuals.

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ADVISOR BIO

Larissa Zhadko is a financial professional with over 10 years of experience in the industry. Larissa is currently registered with Hornor, Townsend & Kent, LLC and is licensed to provide financial advice in the state of North Carolina. Larissa has a diverse range of experience working with individuals, corporations, and charitable organizations. Larissa is committed to providing personalized financial advice and helping clients achieve their financial goals.

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Larry Barber is a financial advisor at Osaic Wealth, Inc., with over 35 years of experience in the industry. Larry is registered with FINRA and holds Series 7 and Series 63 licenses. He is a specialist in providing financial advice and guidance to individuals, businesses, and pension plans. Larry is committed to providing personalized service and helping clients achieve their financial goals.

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Larry Richard Forbes is an Investment Advisor Representative at Global View Capital Management LLC. Larry Richard Forbes is registered with the state of Pennsylvania. Larry Richard Forbes has passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination and the Investment Company Products/Variable Contracts Representative Examination. Larry Richard Forbes also has experience at MONEY CONCEPTS CAPITAL CORP, WEALTH PROTECTOR SOLUTIONS, LLC, ASSET & RETIREMENT PROTECTORS LLC, GLOBAL VIEW CAPITAL ADVISORS, LLC, GLOBAL VIEW CAPITAL INSURANCE, LTD., and GLOBAL VIEW CAPITAL MANAGEMENT, LLC. Larry Richard Forbes specializes in providing investment advice to high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.

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Larry Gene Peery is an investment advisor representative currently registered with Magnolia Private Wealth, LLC in Philadelphia, Pennsylvania. Larry Peery has been in the industry since at least 2009. Larry Peery holds the Series 65 license. Larry Peery's specializations include providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Larry Peery's past experience includes working at Cavria Advisors, LLC in Philadelphia, Pennsylvania and Cavria Financial in McLean, Virginia. Larry Peery is also a partner in FA Digital, LLC, a non-investment related business.

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Larry Charles Klingensmith is a financial advisor in Greensburg, PA with over 38 years of experience in the financial services industry. Larry is a Registered Representative of Trustmont Advisory Group, Inc. Larry is a Certified Financial Planner and holds the Series 7, Series 24, Series 63 and Series 66 licenses. Larry is a member of the Financial Industry Regulatory Authority (FINRA). Larry specializes in Financial Planning and Portfolio Management for Individuals. Larry works with a variety of clients including High Net Worth Individuals. Larry is also an Insurance Advisor with a focus on Long Term Care Insurance.

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Larry Vernon Daniels is a financial advisor at Edward Jones. Larry has over 27 years of experience in the financial services industry. Larry is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Larry is also registered with the state of Pennsylvania. Larry specializes in providing financial advice to individuals, families, and businesses. Larry offers a wide range of financial services, including investment management, retirement planning, and college savings. Larry is committed to helping clients achieve their financial goals.

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Larry Sun, CFP, is a financial advisor who has been working in the financial services industry since 1993. Larry is currently registered with Hornor, Townsend & Kent, LLC. Larry is registered to provide investment advice and brokerage services in multiple states. Larry specializes in providing financial planning, portfolio management, and pension consulting to individuals, families, and businesses.

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