ADVISOR BIO

Lillian Cullen Homer is an Investment Advisor Representative at SCS Capital Management LLC in Boston, MA. Lillian Homer has been with the firm since June 2008. Lillian Homer is registered with the state of Massachusetts and has the Certified Financial Planner designation. Lillian Homer specializes in providing financial planning services to individuals and families, including investment management, retirement planning, and estate planning. Lillian Homer also specializes in providing advisory services to high-net-worth individuals, charitable organizations, and pooled investment vehicles.

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ADVISOR BIO

Lillian Putney is an investment advisor representative with Onedigital Investment Advisors. Lillian is registered with the state of Ohio and has been in the industry for over 8 years. She has a Series 65 license. Lillian’s previous work experience includes positions at Huntington National Bank, Charles Schwab, Union Home Mortgage Corp, and Malley’s Chocolates. Lillian specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.

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ADVISOR BIO

Lillian Grace Swenson is an Investment Advisor Representative with Corient, licensed in California since July 17, 2023. Lillian has been in the industry since March 2023, and previously worked at Western Technology Investment in Portola Valley, CA. Prior to this Lillian also worked at Washington University in St Louis. Lillian has a Series 65 license. Corient is an investment advisory firm with offices in Miami, FL and Menlo Park, CA. The firm's advisory services include financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

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ADVISOR BIO

Lillian Marie Edwards is a financial advisor currently registered with Oppenheimer & Co. Inc. in NEW YORK, NY. Lillian has been in the industry since 2023, working at Oppenheimer & Co. Inc. previously in Vienna, VA. Lillian's registration with the firm began on September 12, 2023, and has passed the General Securities Representative Examination and the Securities Industry Essentials Examination.

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ADVISOR BIO

Lillian Vassilatos is an Investment Advisor Representative at Cresset Asset Management, LLC. Lillian has been with Cresset Asset Management since November 2018. Prior to joining Cresset, Lillian Vassilatos worked at The Northern Trust Company. Lillian is registered with the state of Florida and holds the Series 65 license.

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ADVISOR BIO

Lillie Ware is an investment advisor representative at Captrust. Lillie has been in the financial services industry for over 10 years and has a broad range of experience in financial planning, portfolio management, and retirement planning. Lillie holds Series 6, 7, 63, and 66 licenses and is a Registered Representative of CapFinancial Securities LLC. Lillie is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Lillie G. Leboeuf is a registered representative with Robert W. Baird & Co. Inc. in Irving, Texas. Lillie is licensed to offer investment advice and products in Texas. Lillie has passed the Series 63, 50, 52TO and SIE exams. Lillie joined Robert W. Baird & Co. Inc. on January 10, 2024.

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ADVISOR BIO

Lilly Marie Ball is an investment advisor representative with Dimensional Fund Advisors LP. Lilly has been in the industry since 2013 and is registered with the state of Texas. Lilly is also a registered representative of Dimensional Fund Advisors LP.

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ADVISOR BIO

Lily Virginia Silva is a registered Investment Advisor Representative and a Securities Representative with Davenport & Co. LLC. Prior to joining Davenport & Co. LLC, Lily was a Registered Representative with LPL Financial LLC. Lily has a Series 63, Series 65, Series 7 and SIE. Lily is a graduate of Mars Hill University and has a passion for helping clients reach their financial goals.

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ADVISOR BIO

Lily Ann Atilano is an investment advisor representative at Sage Advisory Services Ltd. Co. in Austin, Texas. Lily has been in the industry since July 2016. Lily holds the Series 65 license and has passed the Uniform Investment Adviser Law Examination. Lily specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Lily Ann Atilano also provides pension consulting services.

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