ADVISOR BIO

Kyle Balliet is a financial advisor with Raymond James Financial Services Advisors, Inc. Kyle has been in the industry since 2008 and has a wide range of experience in financial planning, portfolio management, and investment advisory services. Kyle is registered with the Securities and Exchange Commission (SEC) and is a Certified Financial Planner (CFP®). Kyle is also a member of the Financial Industry Regulatory Authority (FINRA).

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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

Lars Edward Peterson is a registered investment advisor representative with Equitable Advisors, LLC. Lars Peterson has been in the industry for several years. Lars Peterson is currently licensed in Arizona, Florida and Pennsylvania and is registered with FINRA and the state securities regulators. Lars Peterson specializes in providing financial planning, pension consulting, and educational seminars. Lars Peterson is committed to providing personalized investment advice to help clients achieve their financial goals.

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ADVISOR BIO

Laura Clemens is a registered representative of Ameriprise Financial Services, LLC. Laura has been in the financial services industry since March 10, 2015. Laura is licensed to sell securities in Pennsylvania. Laura Clemens has passed the Series 66, Series 7 and the Securities Industry Essentials Examination. Ameriprise Financial Services, LLC is headquartered in Minneapolis, Minnesota. They have over 12,000 investment advisor representatives and over 11,000 licensed agents and manage over $479 billion in assets for over 140,000 clients. They offer a wide variety of services to their clients including financial planning, asset allocation services, portfolio management for businesses and individuals, and educational seminars.

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ADVISOR BIO

Lauren Ruane is a financial professional with over 15 years of experience in the industry. Lauren is currently registered with J.P. Morgan Securities LLC and has been with the firm since 2008. Before that, Lauren worked for J.P. MORGAN SECURITIES INC. Lauren has a wide range of experience, including investment banking, securities trading, and financial planning. Lauren is also licensed to sell securities in all 50 states. Lauren is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Lauren is also dedicated to staying up-to-date on the latest financial trends and regulations.

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ADVISOR BIO

Lawrence Jacobson is a financial advisor at LPL Financial LLC. Lawrence has been in the industry since August 20, 1993. Lawrence is registered with the state of Pennsylvania and the Financial Industry Regulatory Authority (FINRA). Lawrence has experience in both the investment advisory and brokerage industries.

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ADVISOR BIO

Lawrence Eakin is an investment advisor representative with Vista Investment Management, LLC. Lawrence has been in the industry since July 2014 and holds the Series 65 license. Lawrence specializes in providing investment advice to high-net-worth individuals, corporations, and charitable organizations. Vista Investment Management, LLC is a registered investment advisor firm based in Pittsburgh, Pennsylvania. The firm offers investment management services to a variety of clients, including individuals, corporations, and charitable organizations. The firm's investment philosophy is based on a long-term, value-oriented approach.

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ADVISOR BIO

Lawrence Gleason is a financial advisor who has been in the industry since 1986. He is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has worked in the financial industry for over 35 years. He is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) and holds a Series 7, Series 63, and Series 65 licenses. He has been associated with Merrill Lynch, Pierce, Fenner & Smith Inc. since 1996 and has previous experience with PaineWebber Incorporated and Kidder, Peabody & Co. Incorporated. Lawrence Gleason and his firm, Merrill Lynch, Pierce, Fenner & Smith Inc. serve high net worth individuals, corporations, insurance companies, pension and profit-sharing plans, charitable organizations and other institutions.

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ADVISOR BIO

Leah Laurent is a financial advisor with Edward Jones and has been in the financial services industry for over 16 years. Leah Laurent has Series 7 and Series 66 licenses and the SIE designation. Leah Laurent provides financial planning, portfolio management for businesses and individuals, selection of other advisors and pension consulting. Leah Laurent has been registered with the state of Pennsylvania since 2019 and has experience working with JPMorgan Institutional Investments Inc, and JPMorgan Distribution Services, Inc..

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ADVISOR BIO

Leanna Klett is a registered representative of Morgan Stanley in Pittsburgh, Pennsylvania. Leanna Klett is also an Investment Advisor Representative with Morgan Stanley. Leanna Klett has been in the financial services industry since 2013. Leanna Klett's primary business is providing financial and investment advice to individuals, businesses, and institutions. Leanna Klett has a strong track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS