ADVISOR BIO

Luke Milone is a registered representative with J.P. Morgan Securities LLC. Luke has been in the securities industry since April 8, 2018. Luke specializes in providing financial planning, portfolio management and pension consulting.

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ADVISOR BIO

Luke Halliday is a financial advisor with Morgan Stanley. Luke has been in the financial services industry since 2006. Luke is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 31, Series 63, Series 66 and SIE licenses. Luke is also a Certified Financial Planner. Luke has been with Morgan Stanley since June 2013. Prior to that, Luke was employed by Robert W. Baird & Co. Incorporated, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and TD Ameritrade, Inc. Luke has experience in providing financial planning, investment advice, asset allocation advice, portfolio management for individuals, businesses and investment companies, pension consulting and educational seminars.

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ADVISOR BIO

Luke Watson is a financial advisor based in DALLAS, TX, and has been working in the financial services industry since May 7, 2014. Luke is currently registered with Avantax Advisory Services and has a Series 6, Series 7, Series 63, and Series 65 license. Luke has experience working with a wide range of clients, including individuals, families, businesses, and retirement plans. Luke specializes in providing financial planning, investment management, and insurance services.

SPECIALIZATIONS

ADVISOR BIO

Luke Colbert Lasseter is a registered representative with Morgan Stanley. Luke has been in the financial services industry for over 2 years. Luke specializes in providing financial planning, portfolio management and investment advice. They hold the Series 7TO and SIE licenses. Luke is also a creator for TikTok Inc. where they receives commissions on videos based off views/interactions. Previous experience includes time with Equitable Advisors, LLC and Baylor University.

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ADVISOR BIO

Luke Ray is an Investment Advisor Representative at Hightower Advisors, LLC. Luke Ray is registered with the state of Texas and has been in the industry since November 2013. Luke Ray has passed the Uniform Investment Adviser Law Examination and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Luke William Ocker is a financial advisor at Avantax Advisory Services. Luke is a CERTIFIED FINANCIAL PLANNER™ professional. Luke has been in the financial services industry since 2021 and currently holds registrations in Pennsylvania. Luke has a Series 7TO, SIE, and Series 66 license and is a registered representative with the Financial Industry Regulatory Authority (FINRA) and a registered investment advisor representative in Pennsylvania. Avantax Advisory Services offers a range of financial services, including financial planning, portfolio management, pension consulting, and educational seminars.

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ADVISOR BIO

Luke McBride is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Luke McBride has been in the financial services industry for over three years, starting their career in 2020. Luke McBride is licensed in 55 states, including California and Texas. The firm has over 12,500 licensed agents, 26,251 investment advisor representatives and over $1 trillion in assets under management. The firm provides investment advisory services to individuals, businesses, and institutions.

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ADVISOR BIO

Luther Meythaler has been in the financial services industry since 1994. Luther Charles Meythaler is currently registered with Commerce Street Investment Management. Commerce Street Investment Management specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Luther Meythaler is also a consultant to various law firms engaged on behalf of defendants in securities litigation.

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ADVISOR BIO

Lyali Taher-ali Alseed is a registered investment advisor representative at Wells Fargo Clearing Services, LLC. Lyali has been working in the financial industry since June 2019. Lyali holds several industry licenses, including the Series 7TO, Series 6, and Series 63. Lyali is registered to offer investment advisory services in Texas and several other states.

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ADVISOR BIO

Lyman Oscar Heidtke is a financial advisor with Prospera Financial Services, Inc. located in Dallas, TX. Lyman has been in the financial services industry for over 50 years. Lyman holds multiple professional licenses and designations including Series 63, 65, 4, 53, 27, 24, 99, 7, SIE, 5, and 1. Lyman is also the Manager and Sole Member of Midsouth Investment Management LLC which is the General Partner of Midsouth Investor Fund LP (Hedge Fund).

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