ADVISOR BIO

Lazaro Guzman is a financial advisor registered with Empower Capital Management, LLC and holds the Series 6, 26, and 63 licenses as well as the SIE exam. Lazaro has been in the securities industry since March 2007. Lazaro has a broad range of experience in the investment and financial services industry, including a long tenure with Prudential Investment Management Services LLC. Lazaro is also a Managing Member/Owner of Keystone Investment Group, LLC and serves as a Board Member and Chairman of the West Hartford Pension Board. Lazaro is a Chartered Financial Analyst (CFA).

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ADVISOR BIO

Lazaros Papadopoulos is a financial professional with over 12 years of experience in the securities industry. Currently registered with Stifel, Nicolaus & Company, Inc., Lazaros has a broad range of experience working with a diverse client base. Prior to joining Stifel, Nicolaus & Company, Inc., Lazaros held positions with Hilltop Securities Inc., B. C. Ziegler and Company, TD Securities (USA) LLC, and Piper Jaffray & Co.. Lazaros holds a variety of licenses and designations including Series 7, Series 50, Series 53, Series 63, and Series 79TO.

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ADVISOR BIO

Lea Beckman is a registered representative at Robert W. Baird & Co. Inc. in Wausau, Wisconsin. Lea has been in the financial services industry since 2023 and has a Series 7TO, Series 66 and SIE license. Lea specializes in providing financial advice to individuals, businesses, corporations, and institutions.

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ADVISOR BIO

Lea Anna Gerschwiler is a financial advisor with Robert W. Baird & Co. Inc. Lea has been in the financial services industry since 2012 and has been registered with the state of Wisconsin since January 2018. Lea holds the Series 66, Series 7 and Series 99 licenses. Lea is a Registered Representative and Investment Advisor Representative of Robert W. Baird & Co. Inc.

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ADVISOR BIO

Leadale Monty McCutcheon is a financial advisor who has been in the industry since 1993. Leadale has a long history of experience with Stifel, Nicolaus & Company, Inc., and has also worked with Fahnestock & Co. Inc., Burns Pauli Mahoney Co, and Hibbard Brown & Co., Inc. Leadale is a Certified Financial Planner and specializes in providing a variety of financial advisory services, including financial planning, portfolio management, pension consulting, and educational seminars. Leadale is licensed in 24 states and is registered as a broker-dealer and investment advisor.

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ADVISOR BIO

Leah Manderson is a financial advisor who has been in the industry since 2015. Leah is a Certified Financial Planner™ and is registered to provide investment advice in Georgia and Virginia. Leah currently works with World Investment Advisors, LLC, and specializes in portfolio management for individuals, businesses, and pooled investment vehicles. She also provides financial planning services. Leah has previously worked with Voya Financial Advisors, Inc., and Charles Schwab & Co., Inc.

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ADVISOR BIO

Leah Drake Wetzel is a registered representative and investment advisor representative with RBC Capital Markets, LLC. Leah has been working in the financial services industry since February 24, 2003. Leah has held previous roles with firms such as Merrill Lynch, PNC Capital Markets LLC, PNC Investments, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., CCO Investment Services Corp., New England Securities, American Express Financial Advisors Inc., and IDS Life Insurance Company. Leah is registered to provide investment advisory services in Pennsylvania. Leah holds Series 63, 65, 7, 9, 10, and SIE licenses.

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ADVISOR BIO

Leah Pelfrey is a financial professional with over 20 years of experience in the industry. Leah is currently registered with Oppenheimer & Co. Inc. and specializes in a wide range of financial services, including investment planning, portfolio management, and retirement planning. Leah has a strong track record of success and is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Leah Katherine Matz is an Investment Advisor Representative at Moneta Group Investment Advisors, LLC. Leah holds a Series 65 license and is registered in Missouri. Leah has been working in the financial industry since 2017. Previous to joining Moneta Group Investment Advisors, LLC, Leah worked at Ernst & Young LLP and University of Missouri-Columbia. Leah specializes in providing financial planning, portfolio management for individuals, portfolio management for businesses, and pension consulting. Leah is dedicated to helping her clients achieve their financial goals.

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ADVISOR BIO

Leah Bennett is a financial advisor with Westwood Wealth Management, a firm with offices in Dallas and Houston. Leah has been in the financial services industry since 1992 and has a wide range of experience in investment management and financial planning. Leah is also a CFA charterholder.

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