LRI Investments

Arriana Neese is a financial advisor at LRI Investments with two years of industry experience. She holds a Series 65 designation and has previously worked at Advanced Insurance Strategies, Inc and Retirement Income Strategies, Inc. Neese is currently involved in marketing at Lindberg & Ripple through M Holdings Securities. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets and serving approximately 377 client relationships. The firm provides financial planning, portfolio management, retirement account advice, and retirement plan consulting, with a focus on diversified portfolios tailored to client goals and risk tolerance, as well as serving institutional clients and maintaining an ERISA fiduciary role in retirement plan consulting.

Kenneth Dawson is a financial advisor at LRI Investments with 12 years of industry experience. He holds a Series 66 designation and has worked at M Holdings Securities and JKJ Financial Services, where he serves as Director of Investment & Retirement Services. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets across 29 advisors. The firm serves individual and institutional clients, including state and municipal government entities, and offers financial planning, portfolio management, retirement plan consulting, and a wrap-fee program.

Carl Peterson is a ChFC® credentialed advisor with 37 years of experience, currently serving as a principal at Lindberg & Ripple, LRI Investments, LLC. He has been associated with Lindberg & Ripple since 1995 and M HOLDINGS SECURITIES, Inc. since 2000. Peterson serves on the Board of Trustees for The Bushnell Performing Arts Center and is an Investment Committee Member for the Hartford Foundation for Public Giving. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets across approximately 377 client relationships. The firm provides financial planning, portfolio management, retirement plan consulting, and a wrap-fee program, serving both individual and institutional clients, including state and municipal government entities.

John Mc Donald is a financial advisor with LRI Investments, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at M Holdings Securities, Bank of America, Merrill Lynch, and Principal Life Insurance Company. He is also involved with SDM, Inc. DBA JKJ Financial Services as a retirement benefit consultant. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets for approximately 377 client relationships. The firm serves both individual and institutional clients, including state and municipal government entities, offering financial planning, portfolio management, retirement plan consulting, and a wrap-fee program with an emphasis on diversified, goal-based portfolios and an ERISA fiduciary role in retirement plan services.

Mogammad Petersen is a financial advisor at LRI Investments with Series 63 and Series 65 licenses and seven years of industry experience. He has held roles at JKJ Financial Services and M Holdings Securities since 2017 and previously worked in non-financial sectors including International Trimmings and Label Solutions and Urban Outfitters. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets for approximately 377 client relationships. The firm offers financial planning, portfolio management, retirement plan consulting, and a wrap-fee program, serving both individual and institutional clients with a focus on diversified, goal-based investment strategies and an ERISA fiduciary role in retirement plan consulting.

Ryan Kessler is a financial advisor at LRI Investments with 11 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining LRI Investments, he has been involved with JKJ Financial Services and M Holdings Securities, focusing on client services and life insurance case design. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets for approximately 377 client relationships. The firm offers financial planning, portfolio management, retirement account advice, and retirement plan consulting, serving both individual and institutional clients with a focus on diversified, goal-based portfolios and an ERISA fiduciary role in retirement plan consulting.

Benjamin Hall is a financial advisor at LRI Investments with 25 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LRI Investments in 2024, he has been associated with JKJ Financial Services and M Holdings Securities, Inc. since 2013. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets and serving approximately 377 client relationships. The firm offers financial planning, portfolio management, retirement account advice, and retirement plan consulting, with a focus on diversified, goal-based portfolios and a long-term investment approach.

Keith Ehinger is a financial advisor with LRI Investments, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He is also the owner and principal of JKJ Financial Services, where he serves as an insurance marketer and client relationship manager. His career includes roles at M Holdings Securities and JKJ Financial Services, where he has been active in insurance and investment-related services. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets for approximately 377 client relationships. The firm offers financial planning, portfolio management, retirement plan consulting, and a wrap-fee program, serving both individual and institutional clients with a focus on diversified, goal-based investment strategies and an ERISA fiduciary role in retirement plan consulting.

Bruce Fletcher is a financial advisor at LRI Investments with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Advisors and M Holdings Securities. He is based in Palm Beach Gardens, Florida. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets for approximately 377 client relationships. The firm offers financial planning, portfolio management, retirement account advice, and retirement plan consulting, serving both individual and institutional-type clients, including government entities.

Chad White is a financial advisor at LRI Investments with seven years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, Axa Advisors, and Milford Enterprises. He is also affiliated with JKJ Financial Services and M Holdings Securities in advisory and broker-dealer roles. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets and serving approximately 377 client relationships. The firm offers financial planning, portfolio management, retirement plan consulting, and a wrap-fee program, working with both individual and institutional clients including state and municipal government entities.

Elliot Silverstein is a financial advisor at LRI Investments with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including KB Financial Partners, OneDigital Investment Advisors, and Axa Advisors. Outside of his advisory role, he is the founder and board chair of The Coach Wren Initiative, a nonprofit organization based in Fort Lauderdale. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets and serving approximately 377 client relationships. The firm offers financial planning, portfolio management, retirement account advice, and retirement plan consulting, with a focus on diversified portfolios tailored to client goals and risk tolerance, and serves both individual and institutional clients including state and municipal government entities.

Glen Coral is a ChFC® with 43 years of industry experience, currently serving as an investment advisory representative at LRI Investments since 2024. He has held roles at JKJ Financial Services, M Holdings Securities, and Turning Point Wealth Strategies, where he is president and sole managing member. LRI Investments is a multi-advisor firm managing over $1 billion in discretionary assets and serving approximately 377 clients. The firm offers financial planning, portfolio management, and retirement plan consulting, with a focus on diversified, goal-based portfolios and a notable practice serving institutional clients including government entities.

Anthony Pace is a CFP® with 35 years of industry experience, currently serving as a managing principal at Lindberg & Ripple and an advisor at LRI Investments. He has been with M Holdings Securities since 2004 and co-manages the investment division at Lindberg & Ripple. Pace is president of the Palm Beach County Estate Planning Council and serves on the Audit Oversight Committee for the Town of Juno. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets and serving approximately 377 client relationships. The firm offers financial planning, portfolio management, retirement plan consulting, and a wrap-fee program, with a notable focus on institutional clients and an explicit ERISA fiduciary role.

Eric Kaleta is a financial advisor at LRI Investments with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Vp Distributors LLC and Virtus Investment Partners. Kaleta serves as an advisor for the retirement plan business through M Holdings Securities. LRI Investments is a multi-advisor firm managing over $1 billion in discretionary assets and serving approximately 377 client relationships. The firm provides financial planning, portfolio management, retirement plan consulting, and a wrap-fee program, with a focus on institutional clients such as state and municipal government entities and an ERISA fiduciary role in retirement plan consulting.

Norman Yester is a financial advisor with LRI Investments, holding a Series 66 credential and 25 years of industry experience. His prior work includes roles at Lindberg & Ripple, M Holdings Securities, Mariner Financial Group, and LPL Financial. Outside of advising, he serves as president of NY & CO P.C., a tax and accounting firm, and Rainbow Graphics, Inc., a graphic embroidering and silk printing business. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets for approximately 377 clients. The firm offers financial planning, portfolio management, retirement plan consulting, and a wrap-fee program, with a focus on diversified investment allocations and serving institutional-type clients such as state and municipal government entities.