Lakeridge Wealth Management LLC

Kayla Stowe is a CFP®-credentialed financial advisor with 14 years of industry experience. She is currently with Lakeridge Wealth Management LLC and has previously worked at CETERA Advisor Networks LLC and Neece, Malec, Seifert & Vitaz, Inc. She serves as a board member of the Northeast Ohio Financial Planning Association chapter, contributing to continuing education meeting topics. Lakeridge Wealth Management LLC is a multi-advisor SEC-registered firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, focusing on fundamentally driven portfolios with ETFs and mutual funds alongside other investment vehicles.

Robert Quinlan is a financial advisor at Lakeridge Wealth Management LLC with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Cetera Advisor Networks LLC and Financial Solutions Planning & Investments. Quinlan also serves as a power of attorney and trustee for a family member. Lakeridge Wealth Management LLC is a multi-advisor firm managing approximately $700.5 million for over 1,000 clients. The firm provides discretionary investment management, financial planning, and retirement plan advisory services, building long-term portfolios primarily using ETFs and mutual funds while maintaining flexibility to include other investment vehicles.

Travis Flandermeyer is a financial advisor at Lakeridge Wealth Management LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at Cetera Advisor Networks LLC, Private Client Services, and Lakeridge Wealth Management. He is the founder of Doctor's Financial Resource, a wealth management practice serving medical professionals, and co-founder of Financial Solutions Planning and Investments. Lakeridge Wealth Management LLC is a multi-advisor firm managing approximately $700.5 million for over 1,000 clients through a team of 12 advisors. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, focusing on long-term, fundamentally driven portfolios that utilize ETFs, mutual funds, and a range of other investment vehicles.

Julie Distler is a financial advisor at Lakeridge Wealth Management LLC with seven years of industry experience. She holds the Series 66 designation and has previously worked at AmTrust Financial and Cetera Advisor Networks LLC. Lakeridge Wealth Management LLC is a multi-advisor firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, utilizing a fundamentally driven investment approach with a range of portfolio options.

Shae Saxton is a financial advisor with Lakeridge Wealth Management LLC in Albuquerque, NM. He holds a Series 66 designation and has three years of industry experience. Prior to joining Lakeridge, he worked at Fidelity Investments and Flandermeyer Financial, LLC. Outside of advisory services, he is also involved in insurance sales. Lakeridge Wealth Management LLC is a multi-advisor firm managing approximately $700 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, utilizing a fundamentally driven approach that emphasizes ETFs and mutual funds while maintaining flexibility to include individual securities and alternative investments.

Philip Messuri is a CFP® with 29 years of experience in the financial services industry. He is currently with Lakeridge Wealth Management LLC in Albuquerque, NM, where he has worked since 2021. Prior to that, he was with Cetera Advisor Networks LLC from 2013 to 2022 and Private Client Services from 2022 onward. Outside of his advisory role, he serves on the board of directors for the Eastern Sandoval Citizens Association and volunteers with the Sandia Peak Ski Patrol. Lakeridge Wealth Management LLC is a multi-advisor firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, focusing on long-term, fundamentally driven portfolios with a flexible approach to investment vehicles.

Dalton Herrin is a financial advisor at Lakeridge Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at MBA Financial Services LLC and operated as a sole proprietor. Outside of his advisory role, he was involved with the Rocky Mountain Conservancy from 2020 to 2023. Lakeridge Wealth Management LLC is an SEC-registered, multi-advisor firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, emphasizing fundamentally driven, long-term portfolios with a range of investment vehicles.

Brandon Kane is a CFP® and Series 66-licensed financial advisor with 20 years of industry experience. He currently serves at Lakeridge Wealth Management LLC and has held roles at Private Client Services, FlanderMeyer Financial, MBA Financial Services, and Cetera Advisor Networks. Outside of his advisory work, he is the registered agent for the Prestige Basketball Club of Colorado, a not-for-profit basketball organization. Lakeridge Wealth Management LLC is a multi-advisor firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, using fundamentally driven portfolios with a range of investment vehicles and ongoing oversight.

Brian Distler is a financial advisor with Lakeridge Wealth Management LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at Cetera Advisor Networks LLC and NMS Wealth Management prior to his current roles. Distler also serves as a director and chief compliance officer at Lakeridge Wealth Management. Lakeridge Wealth Management LLC is an SEC-registered, multi-advisor firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, focusing on fundamentally driven portfolios that primarily use ETFs and mutual funds while maintaining flexibility to include other investment vehicles.

Joshua Hovda is a CFP® with 12 years of experience in financial advisory. He is currently with Lakeridge Wealth Management LLC and has previously worked at Private Client Services and Cetera Advisor Networks LLC. Outside of his advisory role, he provides financial and business analysis services at Los Alamos National Laboratories. Lakeridge Wealth Management LLC is an SEC-registered, multi-advisor firm managing approximately $700.5 million for over 1,000 clients. The firm offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, utilizing a fundamentally driven investment approach with a range of portfolio options.

Connie Lee is a CFP® and CFA® affiliated with Lakeridge Wealth Management LLC in Albuquerque, NM. She joined the firm in 2025 after 14 years with National Technology & Engineering Solutions of Sandia, LLC. Lakeridge Wealth Management LLC is a multi-advisor firm serving individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages approximately $700.5 million across 1,028 clients, employing fundamentally driven, long-term portfolios with a flexible investment approach that includes ETFs, mutual funds, individual securities, and alternative investments.