ADVISOR BIO

Lee Tyler Kennedy is a financial advisor at State Farm Investment Management Corp. Lee is a registered investment advisor in Pennsylvania and has been in the industry since September 12, 2008. Lee is registered to provide investment advice to individuals and investment companies. Lee specializes in securities and has passed the Series 6, Series 7, Series 31, and Series 66 exams.

SPECIALIZATIONS

ADVISOR BIO

Leigh Beshaw is a financial advisor with Morgan Stanley. Leigh has been in the financial services industry since 2007 and has a broad range of experience serving individual and institutional clients. Leigh holds the Series 6, 7TO, and 66 licenses and has worked in several states throughout her career. Leigh has a strong background in investment management, financial planning and retirement planning. Leigh is dedicated to helping clients achieve their financial goals and is committed to providing personalized service.

SPECIALIZATIONS

ADVISOR BIO

Leigh Ann Schield is a financial advisor with Morgan Stanley. Leigh Ann has been in the financial services industry since 1997 and has a strong track record of providing financial advice and investment management services to her clients. Leigh Ann is registered with the state of Pennsylvania and holds the Series 7, 6, 63, and 66 securities licenses. Leigh Ann is dedicated to helping her clients achieve their financial goals and is committed to providing personalized and comprehensive financial advice. Leigh Ann specializes in providing financial advice to individuals, families, and businesses. Leigh Ann is also experienced in working with retirement planning, college savings, and estate planning.

SPECIALIZATIONS

ADVISOR BIO

Leonard Kaplan is a financial advisor with over 35 years of experience in the industry. Leonard is currently registered with Morgan Stanley. Leonard previously worked with UBS Financial Services Inc., Citigroup Global Markets Inc., Shearson Lehman Hutton Inc. and E. F. Hutton & Company Inc. Leonard is registered to provide investment advice in a number of states. He has a broad range of experience in the industry, providing financial advice and portfolio management to a wide variety of clients, including individuals, families, businesses, and institutional investors. Leonard is committed to providing personalized and comprehensive financial planning and investment services.

SPECIALIZATIONS

ADVISOR BIO

Leonard Mudlock is an investment advisor representative currently registered with State Farm Investment Management Corp. Leonard Mudlock has been in the industry since 2014. The representative holds a Series 63 license for securities and a Series 65 for investment advisor representing State Farm Investment Management Corp. Leonard Mudlock has also passed the SIE and Series 6 exams. The advisor is currently registered in Pennsylvania. Leonard Mudlock provides advisory services to individuals and investment companies.

SPECIALIZATIONS

ADVISOR BIO

Lewis J. Ratti is a registered investment advisor representative with Hartford Funds. Lewis is a highly experienced professional with over 15 years in the financial services industry. Lewis has a wide range of experience in both the brokerage and investment advisory businesses. Lewis has a strong focus on investments for investment companies and pooled investment vehicles. Lewis has a proven track record of success in helping clients achieve their financial goals. Lewis is committed to providing clients with personalized financial advice and exceptional service.

SPECIALIZATIONS

ADVISOR BIO

Lijo John is an investment advisor representative at Virtus Investment Advisers, Inc. Lijo has been in the securities industry since May 2009. Lijo is registered with the state of Connecticut as an investment advisor representative. Lijo John is also registered with the state of Pennsylvania as a broker-dealer. Lijo has passed the Series 66, Series 7, and SIE exams. Lijo is also a partner at RLT Ventures LLC, a company that invests in real estate.

SPECIALIZATIONS

ADVISOR BIO

Lilrene Smith is an investment advisor representative with Morgan Stanley, with over 15 years of experience in the financial services industry. Lilrene has been registered with the state of Pennsylvania and Texas, and holds various licenses including Series 7, 63 and 66. Lilrene is also a registered representative of FINRA. Previously, Lilrene worked at Citigroup Global Markets Inc. Lilrene is dedicated to providing financial advice and services to a wide range of clients, including individuals, families, businesses, trusts and foundations. Lilrene’s areas of expertise include investment management, financial planning, retirement planning and estate planning. Lilrene is committed to providing her clients with personalized financial advice and services to help them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Linda Elliott is a registered representative with Morgan Stanley, where she has been employed since January 2009. Linda Elliott is also an Investment Advisor Representative. Linda Elliott holds a Series 66 license. Linda Elliott holds Series 7TO and SIE licenses. Linda Elliott is registered in 45 states and the District of Columbia. Linda Elliott has been in the securities industry for over 13 years.

SPECIALIZATIONS

ADVISOR BIO

Linda Ann Dimichele is an investment professional with over 20 years of experience in the financial services industry. Linda currently works at Morgan Stanley and is registered as a Registered Representative in Pennsylvania and as a Registered Investment Advisor in Texas. Previously, Linda worked at Citigroup Global Markets Inc. from 2002 until 2009.

SPECIALIZATIONS