ADVISOR BIO

Lori Rappaport-steiner is a financial advisor who has been in the industry since 1989. Lori is currently registered with Oppenheimer & Co. Inc., and is licensed in a number of states, including New Jersey, New York, Oklahoma, and Texas. Lori is also a Registered Investment Advisor (RIA) and is licensed to provide investment advice in New Jersey, New York, Oklahoma, and Texas. Lori has a wide range of experience in the financial services industry, having worked at Citigroup Global Markets Inc. and Cowen & Co. prior to joining Oppenheimer & Co. Inc. Lori holds a variety of securities licenses, including Series 7, Series 63, Series 65, and Series 66, and is also a Certified Financial Planner.

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ADVISOR BIO

Lori Balardini Deane is an Investment Advisor Representative associated with The Colony Group, LLC, and is registered in Massachusetts. Lori has been in the industry since October 2011. Lori has a Series 65 license. Lori is a licensed financial professional and has been working in the industry for more than a decade. The Colony Group, LLC is a large firm with over $50 billion in assets under management. They specialize in providing financial planning, portfolio management, and other advisory services to individuals, families, and institutions. Lori is able to work with a wide range of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Lori Lenhof is a financial advisor with Stifel, Nicolaus & Company, Inc. Lori has been working in the financial industry since December 2003. Lori holds Series 7, 9, 10, 63 and 66 licenses. Lori is licensed to provide investment advisory services in California and Texas. Lori's previous experience includes working with Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc.

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ADVISOR BIO

Lori Carroll is a financial advisor with over 25 years of experience in the industry. Lori is a registered representative with RBC Capital Markets, LLC and holds Series 7 and Series 63 licenses. Lori has previously held positions with Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Prudential Securities Incorporated, and Dean Witter Reynolds Inc.

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ADVISOR BIO

Lori Demarzio is a registered representative with Stifel, Nicolaus & Company, Inc. Lori has been in the securities industry since December 16, 2003. Lori is registered with the state of New Jersey. Lori also holds Series 7, Series 55, Series 63, Series 66, Series 57TO, and SIE licenses. Lori has previously been employed by several other firms including, Doft & Co., Inc., Burnham Securities Inc., ON POINT EXECUTIONS, LLC, HARVEY YOUNG YURMAN, INC. and RBC CAPITAL MARKETS CORPORATION.

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ADVISOR BIO

Lori Bush is a financial advisor at Kuhn Capital Partners. Lori has been in the financial industry for over 15 years and holds the Series 7 and Series 63 securities licenses. Lori is a Certified Financial Planner and provides financial planning, portfolio management, and investment advice to individuals, high-net-worth individuals, and pooled investment vehicles. Lori also provides educational seminars to clients. Lori's previous experience includes working at Primevest Financial Services, Inc. in Holland, MI.

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ADVISOR BIO

Lori Jeannette Shjarback Longenbach is a registered investment advisor representative with Blackrock Investment Management, LLC. Lori is licensed in New Jersey and Pennsylvania. Lori has been in the industry since 2008 and has a Series 66, Series 7 and SIE. Lori's firm, Blackrock Investment Management, LLC, has a total of 73 clients and manages over $458 billion in assets under management.

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ADVISOR BIO

Lori Denise Bayler is a registered Investment Advisor Representative with Sawgrass Asset Management LLC. Lori has been in the financial services industry since July 2003 and has a Series 65 license. Sawgrass Asset Management LLC has offices in Ponte Vedra Beach, Florida and has over $2 billion in assets under management.

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ADVISOR BIO

Lori Beth Gervais is an Investment Advisor Representative at Robert W. Baird & Co. Inc., a firm with over $287 billion in assets under management. Lori has been in the industry since 2003 and is licensed in multiple states, including Maine, Florida, Texas, and Wisconsin. She is also a registered Investment Advisor in Maine, Florida, Texas, and Wisconsin. Lori's experience encompasses a range of investment areas and she provides services including portfolio management for individuals, businesses, and investment companies. Lori is also an author of a finance-related book and owns and operates rental properties.

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ADVISOR BIO

Lori Ann Willis is a financial advisor with over 23 years of experience. Lori Ann is registered with Great Lakes Advisors, LLC. The firm is based in Chicago, Illinois. Lori Ann is also a registered investment advisor. Prior to joining Great Lakes Advisors, LLC, Lori Ann worked at Securities America, Inc., Capital Brokerage Corporation, Assetmark Capital Corporation, ACG Capital Corporation, and Captec Securities Corporation. Lori Ann is licensed in 52 states, which includes Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Lori Ann offers various financial planning services and specializes in financial planning, portfolio management, and investment advisory services. Lori Ann has a reputation for providing personalized advice and helping her clients achieve their financial goals.

SPECIALIZATIONS