Lombard Advisers Incorporated

Raymond Harrison is a financial advisor at Lombard Advisers Incorporated with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lombard Securities since 2003 and Painewebber Incorporated since 1987. Outside of advising, he is involved in outside insurance sales. Lombard Advisers provides personalized investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary programs and uses a variety of analytical methods to construct and monitor portfolios, with a majority of assets managed on a non-discretionary basis allowing clients to retain final trading authority.

Gary Collier is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Lombard Securities since 2007 and at A G Edwards & Sons since 1999. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary programs, using a combination of fundamental, technical, charting, and cyclical analysis to construct and monitor client portfolios.

Peter Wilkinson is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at MML Investors Services, Inc. and a period of self-employment. Outside of advisory work, he is involved with Corto Financial Group, focusing primarily on insurance sales and facilitating medical student loan refinancing partnerships. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm employs a combination of discretionary and non-discretionary portfolio management strategies, utilizing fundamental, technical, charting, and cyclical analysis, with a significant portion of assets managed on a non-discretionary basis allowing clients to retain final trading authority.

Arthur Gallo is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Lombard Advisers since 2019 and previously held roles at NYLIFE Securities LLC and New York Life Insurance Co. Outside of his advisory work, he is involved with Corto Financial Group, focusing primarily on life, disability, and long-term care insurance sales, and participates in a partnership with Splash Financial to refer clients for medical student loan refinancing. Lombard Advisers provides investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a mix of discretionary and non-discretionary programs and uses various analytical methods to construct and monitor portfolios, with many clients retaining final trading authority.

Carrie Busse is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her career includes roles at Cetera Advisor Networks, Summit Financial Group, and VSR Financial Services. Outside of advising, she serves as a bookkeeper for a church preschool and as treasurer for a charitable scholarship fund. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm utilizes both discretionary and non-discretionary programs and combines fundamental, technical, charting, and cyclical analysis in portfolio construction, with a majority of assets managed on a non-discretionary basis.

Brent Kochel is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and offering eight years of industry experience. He is a partner at the CPA firm Beussink, Hickam & Kochel, PC, where he provides tax preparation, audits, and consulting services. Outside of his advisory and accounting work, he serves as a part-time firefighter with the Murphysboro Pomono Fire Protection District. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary strategies, using a variety of analysis methods and offering access to multiple wrap and separately managed account programs.

Charles Jenkins is a financial advisor with Lombard Advisers Incorporated in Pittsburgh, PA, holding a Series 66 designation and 26 years of industry experience. He has worked at Lombard Securities Incorporated since 2016 and Janney Montgomery Scott LLC since 2013. Jenkins serves as a board member and president-elect of the Downtown Rotary Club/Foundation of Pittsburgh, a nonprofit networking and development organization. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary programs, using a mix of fundamental, technical, charting, and cyclical analysis, with a majority of assets managed on a non-discretionary basis, allowing clients to retain final trading authority.

Donald Oates is a financial advisor with Lombard Advisers Incorporated, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. He has been involved with Castle Realty since 1999 and Lombard Securities Incorporated since 1992. Outside of his advisory role, Oates is a FINRA arbitrator and provides seasonal tax preparation services. Lombard Advisers offers personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a variety of discretionary and non-discretionary management programs and utilizes fundamental, technical, charting, and cyclical analysis in portfolio construction, with a notable emphasis on non-discretionary accounts where clients retain final trading authority.

Joseph Sonnier is a CFA® charterholder currently with Lombard Advisers Incorporated. He has experience at PIMCO Funds and has held roles in both academia and the financial services industry. Sonnier is associated with Sonnier Financial, Inc. as an unregistered office staff member and Series 7 candidate. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm offers a range of discretionary and non-discretionary portfolio management programs, emphasizing client-directed trading authority and employing a combination of fundamental, technical, and cyclical analysis.

James Johnson is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Lombard Securities Incorporated since 2007 and also has a long-standing role at Perigee.Net Corporation. Lombard Advisers provides personalized investment management services to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm employs a range of discretionary and non-discretionary programs, combining fundamental and technical analysis, with a notable portion of assets managed on a non-discretionary basis where clients retain final trading authority.

Joseph Sutphin is a financial advisor with Lombard Advisers Incorporated, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Lombard Securities Incorporated, Gary Collier & Associates, and the National Bank of Blacksburg. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm offers a range of discretionary and non-discretionary programs, utilizing fundamental, technical, charting, and cyclical analysis, with many clients retaining final trading authority.

Johnny Brown is a financial advisor with Lombard Advisers Incorporated, holding a Series 66 designation and 18 years of industry experience. He has been with Lombard Securities Incorporated since 2009. In addition to his advisory work, he prepares individual income tax returns on a part-time basis during tax season. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses, employing both discretionary and non-discretionary programs with a focus on client-directed trading authority.

Lawrence Reitars is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked for Stifel Independent Advisors, LLC for 17 years before joining Lombard Advisers and Lombard Securities Incorporated. Lombard Advisers provides personalized investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary programs, utilizing a variety of analytical approaches and offering clients a range of portfolio management options, with a notable emphasis on non-discretionary assets where clients retain final trading authority.

Harvey Byrd is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at Massmutual Life Insurance Company and MML Investors Services Inc for ten years. Byrd divides his professional time equally between investment advisory and insurance sales, including life, disability, and long-term care insurance. Lombard Advisers provides personalized investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary portfolio management strategies, combining fundamental, technical, charting, and cyclical analysis, and manages a significant portion of assets on a non-discretionary basis.

Steven Switlick is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. He has been with Lombard Advisers since 2000 and Lombard Securities since 1999. Lombard Advisers provides personalized investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary programs and uses a combination of fundamental, technical, charting, and cyclical analysis to construct and monitor portfolios.