ADVISOR BIO

Lydia Salmon is a registered investment advisor representative with Vanguard Advisers, Inc. based in Charlotte, North Carolina. Lydia has been in the financial services industry since February 2021 and holds the Series 63, 66 and SIE licenses as well as the Series 7TO. Lydia is a registered investment advisor in North Carolina, Illinois and Texas. Lydia specializes in providing investment advice to individuals, high-net-worth individuals, businesses, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. Lydia offers a variety of financial planning services, including portfolio management and selection of other advisors.

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ADVISOR BIO

Lyle Rosman is a financial advisor with Bleakley Financial Group, LLC. Lyle is a registered investment advisor representative with more than 20 years of experience in the industry, having held positions with both Wells Fargo Clearing Services, LLC and Prudential Securities Incorporated. Lyle is registered in several states and holds both Series 7 and 63 licenses, as well as the SIE and Series 65 exams. Lyle specializes in providing financial planning, portfolio management, and investment advisory services to individuals, high-net-worth individuals, businesses, pension and profit-sharing plans, corporations, charitable organizations, and pooled investment vehicles. Lyle is committed to providing his clients with personalized advice and service, and his goal is to help them achieve their financial goals.

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ADVISOR BIO

Lyle Fitterer is a financial advisor at Robert W. Baird & Co. Inc. Lyle has been in the financial services industry for over 20 years and has extensive experience in investment management, financial planning, and retirement planning. Lyle has earned the Series 7, 6, 3, 63, and 65 licenses, as well as the Series 24 Principal license, which demonstrates his expertise in the financial services industry. Lyle is a Chartered Financial Analyst (CFA) charterholder and is committed to providing his clients with the highest level of service and personalized financial advice.

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ADVISOR BIO

Lyle Officer has been in the financial services industry since January 16, 2000. Currently, Lyle is a registered representative with Stifel, Nicolaus & Company, Inc. and is licensed in Missouri and Texas. Prior to joining Stifel, Lyle was a registered representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated and A. G. Edwards & Sons, Inc. Lyle offers financial planning, portfolio management for individuals and businesses, and pension consulting services.

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ADVISOR BIO

Lyle Jay Brandt is an investment advisor representative at Captrust. Lyle Jay Brandt has been in the industry since June 20, 1984, when he was registered with CHARLES SCHWAB & CO., INC. Lyle Jay Brandt is currently registered with Captrust in California. Lyle Jay Brandt has a Series 63, Series 8, Series 15 and Series 7 license. Lyle Jay Brandt is licensed to provide advisory services, including portfolio management, financial planning and pension consulting. Lyle Jay Brandt specializes in working with individuals, corporations, charitable organizations, investment companies, state or municipal government entities and pension and profit-sharing plans.

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ADVISOR BIO

Lyle Blystone Himebaugh is an investment advisor representative with Granite Group Advisors, LLC. Lyle Blystone Himebaugh has been in the industry since 1987 and has held previous positions with firms such as Credit Suisse First Boston LLC, Donaldson, Lufkin & Jenrette Securities Corporation, and Janney Montgomery Scott Inc. Lyle Blystone Himebaugh is registered with the state of Connecticut and also has registrations with Michigan, New Jersey, New York, and Texas.

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ADVISOR BIO

Lyle Matthew Wolberg is a financial advisor based in Southfield, Michigan. Lyle has been in the financial services industry since 1993 and is registered with Kovitz Investment Group Partners, LLC, a firm with offices in Chicago, Illinois, and Southfield, Michigan. Lyle specializes in providing financial advice to individuals, families, and businesses. Lyle is also a Certified Financial Planner.

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ADVISOR BIO

Lyle Byron Maasdorp is a Certified Financial Planner and is currently registered with Cerity Partners LLC. Lyle has been in the industry for over 10 years and has experience providing financial advice to high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Lyle holds a Series 65 license and is registered with the state of California as an investment advisor. Lyle is currently employed by Cerity Partners LLC in New York, NY.

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ADVISOR BIO

Lyle Jaeger Wilpon is a financial professional with over 29 years of experience in the industry. Lyle is currently registered with BMO Capital Markets Corp. in New York, NY. Previously, Lyle has held positions at Houlihan Lokey Capital, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Securities LLC, NationsBanc Montgomery Securities LLC, and Credit Suisse First Boston Corporation. Lyle has a Series 7, Series 24, Series 63, and Series 79TO license.

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ADVISOR BIO

Lyle Gordon Weintraub is a financial advisor registered with Bleakley Financial Group, LLC and is licensed to provide investment advice in multiple states. Lyle has been in the financial industry since 1993 and holds a Certified Financial Planner designation. Lyle's previous experience includes working with Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. Lyle has a broad range of experience in financial planning, portfolio management, and investment advisory services.

SPECIALIZATIONS