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# Lanark Financial

Building Wealth. Building Relationships.

## Sitemaps

- [XML Sitemap](https://lanarkfinancial.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Pages

- [Home](https://lanarkfinancial.com/) - August 12, 2026 - Lanark Financial is a broker-dealer and RIA offering wealth management, asset management, and institutional solutions through an independent advisor network.
- [Our Culture](https://lanarkfinancial.com/our-culture/) - August 12, 2026 - Lanark Financial is a leading full-service RIA with a focus on innovation and client success. Learn about our culture and core values.
- [Locations Minnesota](https://lanarkfinancial.com/locations-minnesota/) - AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC Aspirations are what help
- [Home Old](https://lanarkfinancial.com/home-old/) - Lanark Financial is an Alabama-based full-service broker-dealer and RIA, for individuals, companies, investment professionals and financial advisors.
- [Privacy Policy](https://lanarkfinancial.com/privacy-policy/) - LANARK FINANCIAL, INC. PRIVACY POLICY For purposes of this Privacy Notice, “we” means Lanark Financial, Inc. This Privacy Notice covers the personal information of individuals who are current and former Lanark Financial clients.Part of what you expect from Lanark Financial is information – such as information about the history of transactions in your account or
- [Important Disclosures](https://lanarkfinancial.com/important-disclosures/) - Clearing Firm Information and Links Lanark Financial, Inc. has an association with RBC Correspondent Services (RBC CS), a division of RBC Capital Markets, LLC (a wholly-owned subsidiary of Royal Bank of Canada), our clearing firm. RBC CS is a fully disclosed, full-service clearing and execution firm founded in 1979, and is one of the nation’s
- [Locations Utah](https://lanarkfinancial.com/locations-utah/) - AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC Aspirations are what help
- [Locations Texas](https://lanarkfinancial.com/locations-texas/) - AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC Aspirations are what help
- [Locations Ohio](https://lanarkfinancial.com/locations-ohio/) - AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC Aspirations are what help
- [Locations New York](https://lanarkfinancial.com/locations-new-york/) - AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC Aspirations are what help
- [Locations New Jersey](https://lanarkfinancial.com/locations-new-jersey/) - AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC Aspirations are what help
- [Locations Missouri](https://lanarkfinancial.com/locations-missouri/) - AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC Aspirations are what help
- [Locations Maryland](https://lanarkfinancial.com/locations-maryland/) - AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC Aspirations are what help
- [Locations Kentucky](https://lanarkfinancial.com/locations-kentucky/) - AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC Aspirations are what help
- [Locations Iowa](https://lanarkfinancial.com/locations-iowa/) - AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC Aspirations are what help
- [Locations Florida](https://lanarkfinancial.com/locations-florida/) - AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC Aspirations are what help
- [Locations Alabama](https://lanarkfinancial.com/locations-alabama/) - AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC Aspirations are what help
- [Join Lanark](https://lanarkfinancial.com/careers/) - Lanark Financial is recruiting new financial consultants to join the firm and work with a leading full-service broker-dealer and RIA.
- [Contact Us](https://lanarkfinancial.com/contact-us/) - National coverage and Southeast footprint, contact our Alabama Florida offices today to get financial advice and solutions.
- [Advisor Network](https://lanarkfinancial.com/advisor-network/) - Our national investment advisor group network offers industry-leading tools and collaborative opportunities for advisors to enhance client service and growth.
- [For Advisors](https://lanarkfinancial.com/for-advisors/) - August 12, 2026 - Lanark Financial offers top investment advisor business solutions, providing essential tools, support, & strategies for financial advisory success.
- [Financial Institution Program](https://lanarkfinancial.com/financial-institution-program/) - Lanark Financial provides bank advisory services and diversified wealth management solutions for institutions.
- [401k Summary & Pension](https://lanarkfinancial.com/401k-and-pension/) - Our 401k and retirement plan advisors can help develop investment fund options that provide a range of choices for plan participants.
- [Sales & Trading](https://lanarkfinancial.com/sales-and-trading/) - Don’t just leave a legacy. Build One. request appointment Equity Sales & Trading Team Independent ownership enables the firm to focus on providing the highest level of service to our clients. Equity Sales & Trading The objective of the Lanark Financial Equity Trade Desk is to provide support to our financial consultants and their clients.
- [For Companies](https://lanarkfinancial.com/for-companies/) - Expert financial and investment services for businesses. Tailored solutions for strategic growth, risk management, and asset planning.
- [Retirement Planning](https://lanarkfinancial.com/retirement-planning/) - Lanark Financial has a variety of retirement offerings including income solutions, IRA, Roth IRAs, and more to help build your legacy.
- [Insurance](https://lanarkfinancial.com/insurance/) - Lanark Financial represents multiple insurance companies, selecting products for our clients including annuities and life insurance.
- [Lanark Financial Asset Management](https://lanarkfinancial.com/lanark-financial-asset-management/) - Lanark Financial offers a full range of asset management solutions in the form of Separately Managed Accounts across fixed income and equity markets.
- [Private Wealth Management](https://lanarkfinancial.com/private-wealth-management/) - Lanark Financial offers private wealth asset management advice & solutions through a range of investment services, that assess client goals and objectives first.
- [For Individuals](https://lanarkfinancial.com/for-individuals/) - We are an advisory firm offering private wealth management through broker & trust services, financial planning, and credit solutions.
- [Investment Philosophy](https://lanarkfinancial.com/investment-philosophy/) - Lanark Financial Asset Management Investment Philosophy As a boutique manager, Lanark Financial Asset Management is driven by a culture deeply rooted in the commitment to broad research, tailored service and diverse solutions needed to align with, and achieve, our client’s short and long-term financial goals. Our Key Philosophical Principles Disciplined Approach We believe in a
- [Company Overview](https://lanarkfinancial.com/company-overview/) - Don’t just leave a legacy. Build One. request appointment company overview Our goal is to provide a remarkable experience, so that your legacy can reach its full potential. History Lanark Financial is a full-service independent broker-dealer and registered investment adviser headquartered in Birmingham, Alabama serving advisors and clients across the Southeast and throughout the U.S.
- [Team](https://lanarkfinancial.com/team-leaders/) - Our Birmingham, Alabama-based team of experienced registered investment advisors, is committed to building your financial legacy.
- [Fixed Income Sales & Trading](https://lanarkfinancial.com/fixed-income-sales-and-trading/) - Lanark Financial Fixed Income Desk connects clients with unique trading relationships and services execution needs to small-medium sized broker dealers.
- [Equity Sales & Trading](https://lanarkfinancial.com/equity-sales-trading/) - Lanark Financial Equity Trade Desk supports financial advisors through equity trading, mutual fund trading, and option trading.
- [About Us](https://lanarkfinancial.com/about-us/) - Lanark Financial is an independent broker-dealer & registered investment advisor committed to the financial legacies of advisors, clients, and companies.
- [NBCS 2026 Conference](https://lanarkfinancial.com/nbcs-2026-conference/) - Navigating New Horizons | April 29 - May 1 | The Westin Tampa Waterside Tampa Bay, FL
- [Advisor Solutions](https://lanarkfinancial.com/advisor-solutions/) - We offer a comprehensive range of advisory & technology services for RIAs across the US seeking clearing & custody.
- [Advisor Network](https://lanarkfinancial.com/advisor-network-v2/) - Please select the state for a list of our legacy builders. AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT
- [Find Advisors](https://lanarkfinancial.com/find-advisors/) - AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC
- [Connect](https://lanarkfinancial.com/connect/)
- [Find An Advisor](https://lanarkfinancial.com/find-an-advisor/)
- [Clearing & Custody](https://lanarkfinancial.com/clearing-custody/)
- [Technology](https://lanarkfinancial.com/technology/)
- [Asset Management Platform](https://lanarkfinancial.com/asset-management-platform/)
- [Client Login](https://lanarkfinancial.com/client-login/) - Don’t just leave a legacy. Build One. request appointment nbc securities corporate headquarters Client Login View Your AccountAccess Your Managed AccountNBCfd. Financial Dashboard Client Log-in Dreams are important. Aspirations are what help make goals reality. request appointment

## JetPopup

- [team popup](https://lanarkfinancial.com/jet-popup/team-popup/) - team popup Financial Professional
- [BrokerServices](https://lanarkfinancial.com/jet-popup/broker-services/) - Broker Services Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. Request Appointment
- [Login](https://lanarkfinancial.com/jet-popup/slide-in/) - Welcome Back Username or Email Address Password Remember Me LogIn Lost your password?

## Perspectives

- [How Strategic Tax Basis Planning Maximizes Your Estate Value: 2025 Estate Planning Guide](https://lanarkfinancial.com/resources/how-strategic-tax-basis-planning-maximizes-your-estate-value-2025-estate-planning-guide/) - Learn how strategic tax basis planning can save your heirs thousands in capital gains taxes. Expert 2024-2025 guide to gifts vs. inheritances from NBC Securities.
- [A Business Owners Guide to Retirement Plans](https://lanarkfinancial.com/resources/401k-pension-plan-management/) - August 13, 2024 - Company 401(k) Plan Oversight is key for attracting top talent, minimizing risks, and ensuring retirement plan success for your business.
- [2024 Retirement Planning Guide](https://lanarkfinancial.com/resources/2024-retirement-planning-guide-2/) - June 10, 2024 - Important retirement and financial planning strategies for investors – 2024 wealth building strategies.
- [2024 Retirement Planning Guide](https://lanarkfinancial.com/resources/2024-retirement-planning-guide/) - Important retirement and financial planning strategies for investors – 2024 wealth building strategies.
- [Preparing Your College-Age Child for Financial Independence: An Expert Planning Guide](https://lanarkfinancial.com/resources/preparing-your-college-age-child-for-financial-independence-an-expert-planning-guide/) - Learn essential financial skills to teach your college-age child about budgeting, banking, and building credit. Expert advice from NBC Securities, the Southeast's largest independent investment advisory network.
- [A Guide to Successful Succession Planning for Financial Advisors](https://lanarkfinancial.com/resources/a-guide-to-successful-succession-planning-for-financial-advisors/) - Learn how financial advisors can create a successful succession plan to ensure business continuity, client trust, and long-term practice value
- [NBC Securities Rebrands as Lanark Financial: Honoring a 30-Year Foundation. Reinforcing an Independent Future](https://lanarkfinancial.com/resources/nbc-securities-rebrands-as-lanark-financial-honoring-a-30-year-foundation-reinforcing-an-independent-future/) - Birmingham broker-dealer and registered investment adviser introduces new name and brand platform, “Where Legacy Takes Root”
- [Lanark Financial: Moving Forward Together](https://lanarkfinancial.com/resources/lanark-financial-moving-forward-together/) - NBC Securities is now Lanark Financial. Learn why we changed our name and why our independence, people-first culture, and long-term commitment remain unchanged.
- [Advisor Marketing and Growth in 2026: Trends Independent RIAs Need to Know](https://lanarkfinancial.com/resources/advisor-marketing-and-growth-in-2026-trends-independent-rias-need-to-know/) - A Practical Guide for Independent Advisors Competing in a Crowded Market What Drives Investment Advisor Firm Growth Today? Independent advisor growth is driven by standing out in early evaluation, consistent visibility across touchpoints, and how clearly a firm’s perspective is communicated through marketing—often well before a first conversation takes place. Understanding how these forces intersect determines whether growth unfolds steadily or stalls unexpectedly. This
- [August ISS](https://lanarkfinancial.com/resources/august-iss/) - Performance Review & Outlook Download the ISS Highlights The Federal Reserve held its benchmark rate at 3.50%–3.75% for a fifth straight meeting, but in a divided 9–3 vote, with three officials dissenting in favor of a quarter-point hike. Chair Warsh reaffirmed the 2% target in direct terms. Second-quarter GDP looked soft at 1.5% but was strong
- [Darren Hinshaw on Wealth Management](https://lanarkfinancial.com/resources/darren-hinshaw-on-wealth-management/) - May 15, 2024 - Darren Hinshaw explores how financial planner portfolio management is enhanced with strategic, customizable flexibility for tailored solutions.
- [Establish Your Budget, Secure Your Future: A Comprehensive Personal Budgeting Guide](https://lanarkfinancial.com/resources/establish-your-budget-secure-your-future-a-comprehensive-personal-budgeting-guide/) - A practical guide to creating a personal budget, cutting expenses, managing debt, and building financial security for a stronger financial future.
- [Types of Life Insurance: Complete Policy Comparison Guide for 2025](https://lanarkfinancial.com/resources/types-of-life-insurance-complete-policy-comparison-guide-for-2025/) - Choosing the right types of life insurance is one of the most important financial decisions you’ll make for yourself and your family. Understanding the life insurance comparison between term, whole life, universal life, variable life, and variable universal life insurance helps you make an informed choice that aligns with your financial goals.As a leading investment
- [Staying Ahead of the Compliance Curve: Navigating Regulatory Changes in Investment Management](https://lanarkfinancial.com/resources/staying-ahead-of-the-compliance-curve-navigating-regulatory-changes-in-investment-management/) - Regulatory compliance has become one of the most demanding aspects of running an investment advisory practice. Independent advisors must navigate an increasingly complex web of SEC rules, FINRA guidelines, and DOL requirements while maintaining the time and focus needed to serve clients effectively. This balancing act of investment advisory compliance is particularly challenging for advisors
- [Big Picture Financial Planning](https://lanarkfinancial.com/resources/big-picture-financial-planning/) - Comprehensive financial planning help families achieve their goals and build wealth. Create a financial roadmap that balances priorities and secures your future
- [Multi-Generational Wealth Management | Advisor Guide to Retaining Next-Gen Clients](https://lanarkfinancial.com/resources/multi-generational-wealth-management-advisor-guide-to-retaining-next-gen-clients/) - A massive wealth shift is underway. Over the next 20 years, an estimated $84 trillion will transfer from Baby Boomers to younger generations. For financial advisors, the message is clear: retaining next-gen clients is critical. Yet, ~70% of wealthy families lose a substantial part of their wealth by the second generation. Advisors who proactively engage
- [Financial Planning for Reaching Retirement](https://lanarkfinancial.com/resources/financial-planning-for-reaching-retirement/) - Plan for long-term financial security with expert retirement planning strategies from Lanark Financial—the largest independent advisory network in the Southeast. Learn how to manage your portfolio, Social Security, taxes, and distributions.
- [How to Conduct a Periodic Estate Plan Review](https://lanarkfinancial.com/resources/estate-plan-review-2025/) - Protecting Your Legacy in 2025 Life has a way of changing when you least expect it. Imagine this: Five years ago, you successfully implemented an estate plan, carefully looking at every detail. But since then, you’ve experienced significant life changes: a divorce and remarriage, the sale of your house, a new career that provides substantial
- [The Role of Financial Wellness Programs for Employee Retention in 2026](https://lanarkfinancial.com/resources/the-role-of-financial-wellness-programs-for-employee-retention-in-2026/) - How financial wellness programs support employee retention by reducing financial uncertainty, improving benefit understanding, strengthening workforce stability
- [How Advisors Streamline Operations to Focus on Growth in 2026](https://lanarkfinancial.com/resources/how-advisors-streamline-operations-to-focus-on-growth-in-2026/) - Discover how financial advisors streamline operations through integrated technology, institutional support, and strategic workflows to scale efficiently while maintaining service quality and reducing operational friction.
- [Advanced Estate Planning for High-Net-Worth Families: Protecting Wealth Beyond the Basics](https://lanarkfinancial.com/resources/advanced-estate-planning-for-high-net-worth-families-protecting-wealth-beyond-the-basics/) - Strategies to manage taxes, trusts, liquidity, and wealth transfer across generations At a GlanceAdvanced estate planning helps high-net-worth families address the three risks a standard will rarely covers: tax timing, liquidity, and beneficiary readiness. The most effective plans coordinate trusts, lifetime gifts, investment strategy, liquidity planning, and beneficiary protection. Generational wealth is best preserved when tax planning is supported
- [Markets Rally. Data Mixed.](https://lanarkfinancial.com/resources/markets-rally-data-mixed/) - Strong U.S. equity rally meets uneven economic data, highlighting investor optimism for rate cuts despite macro uncertainty.
- [Independent Advisor Trends in 2025: Growth Insights for Financial Advisors](https://lanarkfinancial.com/resources/independent-advisor-trends-in-2025-growth-insights-for-financial-advisors/) - Lanark Financial's insights on independent advisors in 2025
- [Momentum and Crosscurrents](https://lanarkfinancial.com/resources/momentum-and-crosscurrents/) - Lanark Financial's September 2025 outlook on market resilience, labor softness, and Fed rate cuts shaping equity and fixed income trends.
- [Holding Steady Through Shifting Currents](https://lanarkfinancial.com/resources/holding-steady-through-shifting-currents/) - Lanark Financial's October 2025 strategy outlook on market resilience, inflation trends, and Fed policy amid shifting economic currents.
- [Advisor Independence and Firm Fit: NBC Securities’ Darren Hinshaw on the RIA Collective Podcast](https://lanarkfinancial.com/resources/advisor-independence-and-firm-fit-nbc-securities-darren-hinshaw-on-the-ria-collective-podcast/) - Lanark Financial’s Darren Hinshaw joins the RIA Collective Podcast to share insights on advisor careers, mentorship, and finding the right firm fit.
- [Three Decades of Service, Independence, and Client Stewardship](https://lanarkfinancial.com/resources/three-decades-of-service-independence-and-client-stewardship/) - As Lanark Financial enters its fourth decade, it carries on with the same purpose that shaped its earliest days: supporting financial advisors on their journey while serving clients with focus, discipline, and exceptional stewardship.A Foundation That Still Guides Us NBC Securities began in Birmingham, AL under the leadership of Frank Falkenburg, who believed advisors should
- [The 1997 Echo](https://lanarkfinancial.com/resources/the-1997-echo/) - Lanark Financial’s December 2025 investment strategy outlook
- [July ISS](https://lanarkfinancial.com/resources/july-iss/) - Equity markets ended June lower, as easing geopolitical risks weren’t enough to outweigh a hawkish start to Fed Chair Kevin Warsh’s tenure and shifting dynamics in the megacap tech space.
- [Advisor Spotlight: Matt Senicola](https://lanarkfinancial.com/resources/advisor-spotlight-matt-senicola/) - Where are you from and why did you become a financial advisor? I’m from Long Island, NY. My grandfather, who I was very close with, loved investing and introduced me to the markets at a young age. That early exposure stayed with me. When I had the opportunity to get into the industry at 21, I jumped on it
- [Beyond the AI Hyperscalers](https://lanarkfinancial.com/resources/beyond-the-ai-hyperscalers/) - Performance Review & Outlook Download the ISS Highlights U.S. Treasury yields hit multi-year highs in May, with the 10-year reaching 4.70% and the 30-year briefly breaching 5.00% for the first time since 2007, driven by hotter-than-expected inflation data, hawkish Fed commentary, and questions around incoming Fed Chair Kevin Warsh’s policy outlook.Both yields retreated by month-end,
- [Growth Takes the Lead](https://lanarkfinancial.com/resources/growth-takes-the-lead/) - Performance Review & Outlook Download the ISS Highlights The S&P 500 closed above 7,000 for the first time in April, as equity markets largely looked through the ongoing Iran conflict and instead rallied powerfully behind the continued strength of technology and AI-related spending—driving one of the strongest monthly performances in recent memory. Information Technology and
- [Surge in Oil Prices](https://lanarkfinancial.com/resources/surge-in-oil-prices/) - Oil prices surge above $100 as Iran conflict fuels inflation, rate volatility, and market rotation—explore the March 2026 investment strategy outlook.
- [Let’s Be Frank: Transparency and Trust on the Equity Desk](https://lanarkfinancial.com/resources/lets-be-frank-transparency-and-trust-on-the-equity-desk/) - In this edition of Let’s Be Frank—our ongoing series exploring how Chairman Frank Falkenburg’s leadership principles shape NBC Securities—we sat down with Equity Desk Manager Adam Newton to discuss how a client-first mindset guides the work of the equity trading desk. Adam shares what he prioritizes to support NBCS advisors and their clients through both steady and volatile market conditions. Q:
- [Broader Market Rotation](https://lanarkfinancial.com/resources/broader-market-rotation/) - Performance Review & Outlook Download the ISS HighlightsRotation away from mega-cap tech continued, with Value and cyclicals outperforming Growth for a third straight month as market breadth improved.Treasury markets were range-bound in January, with the 10-year yield ending near the top of a narrow 4.13%–4.29% trading range.Small-caps and international equities led, supported by a softer
- [The AI Reset](https://lanarkfinancial.com/resources/the-ai-reset/) - Performance Review & Outlook Download the ISS Highlights AI disruption fears triggered targeted sell-offs across software and several AI-exposed service industries in a clear “sell first, ask questions later” move.While major indexes appeared relatively calm, underlying volatility was significant, with large daily industry-level moves and emerging stress in private credit—highlighted by the wind down of
- [Advisor Spotlight: Pam Conway](https://lanarkfinancial.com/resources/advisor-spotlight-pam-conway/) - Pam Conway, Senior Operations Officer joined NBC Securities on August 1, 1995, and has been a steady, trusted presence throughout the firm’s growth and evolution for more than 30 years. During that time Pam has quite literally grown alongside the firm—having worked on every floor NBC has occupied, from the 4th to the 7th, 8th,
- [Let’s Be Frank: Discipline, Risk, and a Client-First Mindset](https://lanarkfinancial.com/resources/lets-be-frank-discipline-risk-and-a-client-first-mindset/) - In this edition of Let’s Be Frank—our ongoing series exploring how Chairman Frank Falkenburg’s leadership principles shape NBC Securities—we sat down with our Director Fixed Income Trading & NBCSAM Fixed Income Portfolio Manager, Chris Fidler to discuss how leadership, discipline, and thoughtful execution shape NBC Securities’ fixed income philosophy across market cycles. Q: What factors
- [Advisor Spotlight: Lisa Sumpter, CFP®](https://lanarkfinancial.com/resources/advisor-spotlight-lisa-sumpter-cfp/) - Lisa SumpterBorn and raised in the same community where she continues to live and work, Lisa Sumpter has deep connections with her clients and neighbors. After beginning a career at a local bank while finishing an accounting degree, she was given the chance to explore financial services through a dual role offering banking products and
- [Equity Leadership Reverses](https://lanarkfinancial.com/resources/equity-leadership-reverses/) - Performance Review & Outlook Download the ISS HighlightsEquity leadership reversed in November, with AI-heavy and momentum names stumbling and Technology becoming the month’s worst performer as investors questioned the timing and profitability of large-scale AI investment.November saw a meaningful rotation beneath the surface, as stretched valuations and profit-taking in mega-cap tech contrasted with continued strength
- [NBC Securities Joins FPA North Alabama Event](https://lanarkfinancial.com/resources/nbc-securities-joins-fpa-north-alabama-event/) - On October 16, 2025, NBC Securities participated in the Financial Planning Association (FPA) of North Alabama’s October Chapter Meeting, hosted at the Federal Reserve Bank’s Birmingham Branch. The session brought together over 40 financial professionals from a variety of backgrounds for a timely conversation on the growing need for structured succession planning in today’s advisory landscape.
- [Let's Be Frank: Insurance Team](https://lanarkfinancial.com/resources/lets-be-frank-insurance-team/) - Discover innovative advisor solutions at NBC Securities — insights and tools designed to help financial advisors thrive and better serve their clients.
- [Progress and Caution](https://lanarkfinancial.com/resources/progress-and-caution/) - July’s market gains read amid labor-weakness and a data-driven Fed stance highlight both opportunities and risks ahead.
- [NBC Securities Appoints Blaine Miller as Chief Compliance Officer](https://lanarkfinancial.com/resources/nbc-securities-appoints-blaine-miller-as-chief-compliance-officer/) - Blaine Miller joins NBC Securities as Chief Compliance Officer to lead compliance and oversight.
- [NBC Securities Welcomes Aldyn Capital Group to Its Expanding National Advisor Network](https://lanarkfinancial.com/resources/nbc-securities-welcomes-aldyn-capital-group-to-its-expanding-national-advisor-network/) - NBC Securities adds Aldyn Capital Group to its national advisor network, expanding investment solutions and support for wealth management clients.
- [Let’s Be Frank: Driving Growth & Client-First Leadership in Wealth Management](https://lanarkfinancial.com/resources/lets-be-frank-driving-growth-client-first-leadership-in-wealth-management/) - Client-first leadership and strategic growth at NBC Securities—insights from Frank Falkenburg and Kim Davis on driving success in wealth management.
- [Birmingham Financial Planning Event](https://lanarkfinancial.com/resources/birmingham-financial-planning-event/) - NBCS Securities Birmingham Financial Planning Event
- [Markets Rebound](https://lanarkfinancial.com/resources/markets-rebound/) - Explore NBC Securities’ June 2025 Investment Strategy—featuring market insights, rate outlook, and asset allocation guidance for today's investors.
- [Equities Extend Rally](https://lanarkfinancial.com/resources/equities-extend-rally/) - Performance Review & Outlook HighlightsEquities extended their rally in June, with the S&P 500 rising 5% and the Nasdaq gaining approximately 6.5%, building on strong May performance. The rally was driven by resilient economic data, mega-cap tech strength, and the potential for rate cuts sometime this year.Tariff tensions eased further, as the 90-day pause announced
- [Legacy Planning](https://lanarkfinancial.com/resources/legacy-planning/) - October 21, 2023 - NBC Securities is a Southeast US independent broker-dealer investment firm leveraging investment & asset management to build client legacies.
- [NBCS Director of Research Joins Panel Discussion at Private Wealth Florida Forum](https://lanarkfinancial.com/resources/nbcs-director-of-research-joins-panel-discussion-at-private-wealth-florida-forum/) - Darren Hinshaw of NBC Securities joined a panel at the Private Wealth Florida Forum to discuss fixed income trends and market insights.
- [Advisor Spotlight: Lawrence “Larry” C. Miller](https://lanarkfinancial.com/resources/advisor-spotlight-lawrence-larry-c-miller/) - Meet Larry Miller, Senior VP at NBC Securities. With decades of experience, he guides individuals, families & nonprofits in building lasting financial legacies.
- [The Good, The Bad, and the Uncertain](https://lanarkfinancial.com/resources/the-good-the-bad-and-the-uncertain/) - Investment Strategy Statement April 2025: Insights from NBC Securities on market trends, portfolio strategies, and investment outlook.
- [NBC Securities Appoints Kim Davis as Chief Growth Officer to Accelerate Strategic Expansion and Innovation](https://lanarkfinancial.com/resources/nbc-securities-appoints-kim-davis-as-chief-growth-officer/) - NBC Securities appoints Kim Davis as Chief Growth Officer to lead national growth, advisor recruitment, and innovation across business lines.
- [Preparing the Next Generation: NBC Securities’ Advisor Development Program](https://lanarkfinancial.com/resources/advisor-development-program/) - Virtual training forum to support recent college graduates & seasoned professionals looking to expand, collaborate, and elevate their practices.
- [Sentiment vs Data](https://lanarkfinancial.com/resources/sentiment-vs-data/) - Explore the key differences between market sentiment and data-driven investing. Learn how emotions and analytics shape financial decisions with NBC Securities.
- [Darren Hinshaw at Private Wealth Southeast 2025](https://lanarkfinancial.com/resources/darren-hinshaw-at-private-wealth-southeast-2025/) - NBCS Director of Research Moderates Panel DiscussionOn March 27th, NBC Securities Director of Research, Darren Hinshaw was privileged to attend The Market Group’s 10th Annual Private Wealth Southeast Forum at the St. Regis in Atlanta and moderate the panel on “Effectively Investing Through Alternative Markets: Diversification & Returns.”The discussion brought together industry leaders exploring innovative
- [Invest in Your Success](https://lanarkfinancial.com/resources/invest-in-your-success/) - Discover investment solutions designed to help financial professionals and investors achieve long-term success with NBC Securities.
- [Navigating Policy Uncertainty](https://lanarkfinancial.com/resources/navigating-policy-uncertainty/) - Explore how policy shifts impact markets and investments. Stay informed with expert insights on navigating economic uncertainty.
- [NBC Securities Promotes Sam Ransom to Chief Financial Officer](https://lanarkfinancial.com/resources/nbc-securities-promotes-sam-ransom-to-chief-financial-officer/) - NBC Securities promotes Sam Ransom to Chief Financial Officer. Learn more about his leadership and vision for the firm's financial future.
- [Let’s Be Frank: The Core Values Behind NBC Securities Comprehensive Retirement Planning](https://lanarkfinancial.com/resources/lets-be-frank-core-values-behind-comprehensive-retirement-planning/) - Let’s Be Frank: The Core Values Behind NBC Securities Comprehensive Retirement Planning At NBC Securities, our approach to retirement planning is deeply rooted in the values that have guided our firm since its founding. With a focus on transparency, hard work, discipline, and a client-first philosophy, we strive to customize each retirement planning solution to
- [Elevated Headline Volatility](https://lanarkfinancial.com/resources/elevated-headline-volatility/) - Investment Strategy Statement January 2025: Insights from NBC Securities on market trends, portfolio strategies, and investment outlook.
- [Elevate Your Community Bank Investment Solutions](https://lanarkfinancial.com/resources/elevate-your-community-bank-investment-solutions/) - November 19, 2024 - Community bank investment solutions from NBC Securities offer customized platforms designed to support flexibility, compliance, & growth.
- [NBC Securities Joins The Salvation Army at Fall Fiesta](https://lanarkfinancial.com/resources/nbc-securities-joins-salvation-army-at-fall-fiesta/) - November 20, 2024 - NBC Securities is honored to support The Salvation Army Orlando, fostering hope and connection at events like the Fall Fiesta.
- [NBC Securities Welcomes Three Advisors](https://lanarkfinancial.com/resources/nbc-securities-welcomes-three-advisors/) - June 25, 2024 - The addition of three new financial professionals strengths our position as a leading independent RIA for tailored financial solutions.
- [Cautiously Optimistic](https://lanarkfinancial.com/resources/cautiously-optimistic/) - NBC Securities' January 2025 strategy highlights market insights, Fed policy updates, and an optimistic outlook for equity and fixed-income performance.
- [NBC Securities Continues Nationwide Growth](https://lanarkfinancial.com/resources/nbcs-nationwide-growth/) - As a full-service broker-dealer and registered investment advisor, NBC Securities serves individuals and businesses across the United States with private wealth services and asset management strategies. While maintaining its independent, employee-owned structure, the firm has now grown to 28 branch offices and 88 financial professionals spanning across the United States. With a team of seasoned financial professionals,
- [Let’s Be Frank: Advisor Solutions](https://lanarkfinancial.com/resources/lets-be-frank-advisor-solutions/) - Discover innovative advisor solutions at NBC Securities — insights and tools designed to help financial advisors thrive and better serve their clients.
- [Celebrating Mary Wier's Retirement](https://lanarkfinancial.com/resources/celebrating-mary-wiers-retirement/) - Celebrate Mary Wier’s impactful career as a financial advisor at NBC Securities. Clients & colleagues gathered to honor her dedication, achievements and legacy.
- [Rising Probability of Soft Landing](https://lanarkfinancial.com/resources/rising-probability-of-soft-landing/) - Explore the December 2024 Investment Strategy Statement by NBC Securities. Insights on Federal Reserve policy pivots and soft landing probability.
- [Utilizing Independent Insurance as a Wealth Management Strategy](https://lanarkfinancial.com/resources/utilizing-independent-insurance-as-a-wealth-management-strategy/) - Learn how independent insurance strategies protect, preserve and grow wealth. Explore life insurance, annuities, and more with NBC Securities.
- [Earnings Season Starts Strong](https://lanarkfinancial.com/resources/earnings-season-starts-strong/) - HighlightsFed Expected to Continue Policy Pivot: The Federal Reserve lowered its benchmark borrowing rate by 0.50% in September and is likely to lower by another 0.25% this week.Disinflation Trend Getting Close to the Conclusion: The September CPI reading showed consumer prices up only 2.4% y/y, the lowest reading since February 2021.Earnings Season has Gotten off
- [Fed Policy Pivot](https://lanarkfinancial.com/resources/fed-policy-pivot/) - October 4, 2024 The Fed lowered its benchmark borrowing rate by 0.50% in September. While a cut was expected, the magnitude of the cut caught some by surprise.
- [Let’s Be Frank: Behind the Scenes in Private Wealth Services](https://lanarkfinancial.com/resources/lets-be-frank-behind-the-scenes-in-private-wealth-services/) - Behind-the-scenes of the boutique investment advisory-run independent private wealth services division with expert wealth management solution advisors.
- [A Normalizing Economy](https://lanarkfinancial.com/resources/a-normalizing-economy/) - September 6, 2024 The economy shows signs of stabilization with inflation cooling and market volatility easing. Equities have rebounded, boosting investor confidence.
- [Equity Market Rotation](https://lanarkfinancial.com/resources/equity-market-rotation/) - August 5, 2024 - Equity markets gained in July with sector shifts and growth. Learn how volatility and Fed rate cut expectations may impact future valuations
- [NBC Securities Partners with the Salvation Army for Opening of Women’s and Children’s Shelter](https://lanarkfinancial.com/resources/nbc-securities-partners-with-the-salvation-army-for-opening-of-womens-and-childrens-shelter/) - February 25, 2024 - Through their partnership with The Salvation Army, NBC Securities has provided a collaboration that builds a community of support and empowerment.
- [Why Asset Management Matters in 2024](https://lanarkfinancial.com/resources/why-asset-management-matters/) - November 21, 2023 - NBCS Asset Management strategies for 2024 focus on broad diversification and asset allocation across fundamental asset classes and SMA strategies.
- [NBC Securities Partners with the Salvation Army for Pro Bowl Weekend](https://lanarkfinancial.com/resources/nbc-securities-partners-with-the-salvation-army-for-pro-bowl-weekend/) - During this year’s Pro Bowl weekend, NBC Securities joined forces with the Salvation Army’s Orlando Area Command to support those in need and raise funds for those in need. NBC Securities saw an opportunity to extend the reach of the event beyond the field and into the community by partnering with the Salvation Army, they
- [NBC Securities Partners with the Salvation Army for World’s Largest Kettle](https://lanarkfinancial.com/resources/nbc-securities-partners-with-the-salvation-army-for-worlds-largest-kettle/) - March 28, 2024 - We are humbled to partner with The Salvation Army to support their traditions, continuing our charitable efforts & creating impact in the RIA space.
- [Let’s Be Frank: How Values Drive Business for a $5B Southeast Advisory Firm](https://lanarkfinancial.com/resources/lets-be-frank-how-values-drive-business-for-a-5b-southeast-advisory-firm/) - June 30, 2024 - As a $5B Southeast independent advisory firm, NBC thrives on trust and relationships to foster client success through a familial culture.
- [Markets Rally in June](https://lanarkfinancial.com/resources/markets-rally-in-june/) - July 3, 2024 - Stay ahead in equity markets with our expert insight report. Unlock the potential of your investments with strategic guidance & market analysis.
- [Advisor Planning Tools in 2024](https://lanarkfinancial.com/resources/advisor-planning-tools/) - May 29, 2024 - Advisor technology solutions enhance client management, streamline operations, and support growth of financial advisors.
- [Let’s Be Frank: The Story of a Leading Alabama Broker-Dealer and RIA](https://lanarkfinancial.com/resources/lets-be-frank-the-story-of-a-leading-alabama-broker-dealer-and-ria/) - May 30, 2024 - Our founder shares his journey from humble beginnings to creating a leading independent broker-dealer in Alabama, servicing countless professionals.
- [Caledonian Financial Summer Picnic](https://lanarkfinancial.com/resources/caledonian-financial-summer-picnic/) - June 10, 2024 - Caledonian Financial's summer picnic at Kiwanis Pavilion featured live music, games, and activities, creating an engaging environment to thank clients and foster community spirit.
- [Disinflation Trend Continues](https://lanarkfinancial.com/resources/disinflation-trend-continues/) - June 11, 2024 - Our June Investment Strategy reveals the continuing trend of disinflation and how it may influence investor behavior and solutions.
- [NBCS Annuity Administrator Arleen Romano on Think Advisor](https://lanarkfinancial.com/resources/nbcs-annuity-administrator-arleen-romano-on-think-advisor/) - May 9, 2024 - Arleen Romano discusses the vital role of annuities in retirement, emphasizing their benefits for steady income and market protection.
- [Data Driven Fed Policy](https://lanarkfinancial.com/resources/data-driven-fed-policy/) - March 1, 2024 - Our investment team reveals how early 2024 economic data shifted investor views, mirroring how the Federal Reserve currently adjusts the policy rate based on data.
- [The Resilient U.S. Economy](https://lanarkfinancial.com/resources/resilient-us-economy/) - April 8, 2024 - Explore our investment team's insights on the resilient U.S. economy and its impact on financial markets and investment strategies.
- [NBC Securities Hosts Successful 2024 Sales Conference](https://lanarkfinancial.com/resources/2024-sales-conference/) - April 29, 2024 - Our event showcased commitment to empower top financial advisors in Alabama and Southeast, equipping them to thrive in a dynamic industry.
- [Frank Falkenburg on Birmingham Business Journal](https://lanarkfinancial.com/resources/frank-falkenburg-on-birmingham-business-journal/) - May 7, 2024 - Frank Falkenburg discusses NBC Securities' growth in wealth management, emphasizing boutique status & plans for expansion beyond Birmingham, amidst industry changes.
- [Steady Economic Growth](https://lanarkfinancial.com/resources/steady-economic-growth/) - May 4, 2024 - Economic growth remained steady in the past month, with better than expected results that reinforces an optimistic view for the year ahead.
- [Soft Landing In Sight?](https://lanarkfinancial.com/resources/soft-landing-in-sight/) - Equity Markets Investors Looking for a Soft LandingInvestors spent the better part of July celebrating the growing likelihood that the Federal Reserve could bring the economy in on a soft landing, where inflation cools to the central bank’s 2% target rate without pushing the economy into recession. The two biggest worries of investors are increasing
- [NBCS Co-CIO on Community Bank Podcast](https://lanarkfinancial.com/resources/feature-podcast-community-bank-aug-2023/) - NBC Securities Co-CIO featured on South State Bank’s Community Bank Podcast Joe Keating joined South State Bank’s Community Bank Podcasts to discuss what he’s seeing in the markets and whether we will have a soft landing. “Investors need to continue to look forward to the start of the next upturn in the economy… as inflationary
- [ISS Podcast: March 2024](https://lanarkfinancial.com/resources/iss-podcast-2024-03/) - Economic & Market Highlights Join NBC Securities Co-CIO Joe Keating for an overview of the latest edition of the Investment Strategy Statement, hitting the highlights and covering essential takeaways around our position on the economy and markets. Data Driven Fed Policy March 2024 ISS Highlights with Joe Keating https://lanarkfinancial.com/wp-content/uploads/2024/03/ISS-Joe-Keating-Podcast-2024-03.mp3 Read the full version of our Investment
- [ISS Podcast: February 2024](https://lanarkfinancial.com/resources/iss-podcast-2024-02/) - Economic & Market Highlights Join NBC Securities Co-CIO Joe Keating for an overview of the latest edition of the Investment Strategy Statement, hitting the highlights and covering essential takeaways around our position on the economy and markets. Fed Holding Things Steady February 2024 ISS Highlights with Joe Keating https://lanarkfinancial.com/wp-content/uploads/2024/02/ISS-Joe-Keating-Podcast-2024-02-1.mp3 Read the full version of our Investment
- [The Soft Landing Arrives](https://lanarkfinancial.com/resources/the-soft-landing-arrives/) - Equity MarketsThe Soft Landing is HereFollowing the surge in stock prices during November, stock prices took a breather in early December as investors digested the strong gains and looked for additional evidence that the economy is on the path toward taming inflation without a deep economic slowdown, achieving the so-called soft landing. The inflation reports
- [Rolling Recoveries & New Equilibriums](https://lanarkfinancial.com/resources/rolling-recoveries-new-equilibriums/) - Equity Markets Worries Ease, Stocks Rise as Rally BroadensThe worries of May largely melted away during June, setting the stage for common stocks to move higher, along with a welcome broadening of the rally. A whirl of good news on the debt ceiling impasse, jobs growth and continued forward momentum in the economy, inflation cooling
- [Evolving Outlook and Risk](https://lanarkfinancial.com/resources/evolging-outlook-and-risk/) - Equity MarketsAugust Swoon Gives Way to “Proceed Carefully”Following the sharp advance in stock prices during June and July, stock prices pulled back last month with the S&P 500 falling on 14 of the 18 trading days of August prior to Chair Jerome Powell’s much anticipated remarks last Friday is still only -1.8% below its 52-week
- [A Bump in the Road](https://lanarkfinancial.com/resources/a-bump-in-the-road/) - Equity Markets September Was Once Again the Cruelest Month Following a modest pullback during August, common stock prices came under fairly aggressive selling during September. Of the eleven sectors of the S&P 500, only energy posted a gain last month at 2.5%, with technology and real estate declining the most at -6.9% and -7.7%, respectively.
- [Easing Inflationary Pressures](https://lanarkfinancial.com/resources/easing-inflationary-pressures/) - Equity Markets Heavy Selling Pressure in September and October The recent sharp selloff in common stocks is now three months old. It started rather innocently in August with light trading volumes, indicating more of a lack of buying interest rather than a rush by sellers to lower their exposure to stocks. Stock prices were also
- [Still Targeting a Soft Landing](https://lanarkfinancial.com/resources/still-targeting-a-soft-landing/) - Equity MarketsA November to Remember, Treasury Yields Fall and Stock Prices RiseFollowing a rough three months for common stock prices, investors cheered a series of events in early November that pushed stock prices higher. First, investors seized on a normally overlooked event — the Treasury Department’s quarterly announcement of its upcoming borrowing plans. Treasury not
- [Fed Holding Things Steady](https://lanarkfinancial.com/resources/fed-holding-things-steady/) - Equity MarketsModest Gains for Large Cap Stocks in JanuaryThe near term set up as 2024 unfolded was ripe for some pullback in both common stock and fixed income prices following the surge in the markets from late October to the end of the year. The late year rally naturally created the opportunity for investors to

## Team

- [MARK HENNINGS](https://lanarkfinancial.com/team/hennings-mark/)
- [CHRISTOPHER FIDLER](https://lanarkfinancial.com/team/christopher-fidler/)
- [PEYTON FALKENBURG](https://lanarkfinancial.com/team/falkenburg-peyton/)
- [STEPHEN MILLER](https://lanarkfinancial.com/team/miller-stephen/)
- [ALLISON HANNA](https://lanarkfinancial.com/team/hanna-allison/)
- [PATRICIA MANLEY](https://lanarkfinancial.com/team/manley-patricia/)
- [FRANK FALKENBURG](https://lanarkfinancial.com/team/falkenburg-frank/)
- [DAVID SUTPHIN](https://lanarkfinancial.com/team/sutphin-david/)
- [ALEXANDER VANDENBERG](https://lanarkfinancial.com/team/vandenberg-alexander/)
- [BRIAN HAYNES](https://lanarkfinancial.com/team/brian-haynes-2/)
- [SHEILA STEURY](https://lanarkfinancial.com/team/sheila-steury/)
- [WILL BENNETT](https://lanarkfinancial.com/team/will-bennett/)
- [BLAKE NEPHEW](https://lanarkfinancial.com/team/blake-nephew/)
- [Blaine Miller](https://lanarkfinancial.com/team/blaine-miller/)
- [GAYLE DILLA](https://lanarkfinancial.com/team/dilla-gayle/)
- [DAVID TAYLOR](https://lanarkfinancial.com/team/taylor-david/)
- [MONTE MARSHALL](https://lanarkfinancial.com/team/marshall-monte/)
- [BRIAN FORBUSH](https://lanarkfinancial.com/team/brian-forbush/)
- [Savannah Forleo](https://lanarkfinancial.com/team/savannah-forleo/)
- [John McGlynn](https://lanarkfinancial.com/team/john-mcglynn/)
- [Blanton Creque](https://lanarkfinancial.com/team/blanton-creque/)
- [CELESTE COURTNEY](https://lanarkfinancial.com/team/celeste-courtney/)
- [KIM DAVIS](https://lanarkfinancial.com/team/kim-davis/)
- [SAM RANSOM](https://lanarkfinancial.com/team/ransom-sam/)
- [MALIA TOMAN](https://lanarkfinancial.com/team/malia-toman/)
- [DAN LUSHER](https://lanarkfinancial.com/team/dan-lusher/)
- [JOE WOODARD](https://lanarkfinancial.com/team/joe-woodard/)
- [BRETT ELLIS](https://lanarkfinancial.com/team/brett-ellis/)
- [NICK OBERLE](https://lanarkfinancial.com/team/oberle-nick/)
- [JOEY BAUWENS](https://lanarkfinancial.com/team/bauwens-joey/)
- [BRIAN GALLAGHER](https://lanarkfinancial.com/team/gallagher-brian/)
- [JEFF WEBER](https://lanarkfinancial.com/team/koehler-nancy-2/)
- [LISA SUMPTER](https://lanarkfinancial.com/team/sumpter-lisa/)
- [CINDY MINNIS](https://lanarkfinancial.com/team/minnis-cindy/)
- [NEIL BALES](https://lanarkfinancial.com/team/neil-bales/)
- [PATRICIA MANLEY](https://lanarkfinancial.com/team/patricia-manley/)
- [ARMAND ATKINSON](https://lanarkfinancial.com/team/atkinson-armand/)
- [STEVEN ABRAMS](https://lanarkfinancial.com/team/abrams-steven/)
- [MARCELLO LATTUCA](https://lanarkfinancial.com/team/lattuca-marcello/)
- [HOWARD EISENMAN](https://lanarkfinancial.com/team/eisenman-howard/)
- [DAVID DRURY](https://lanarkfinancial.com/team/drury-david/)
- [BRUCE HAGAN](https://lanarkfinancial.com/team/hagan-bruce/)
- [BART ELLIOTT](https://lanarkfinancial.com/team/elliott-bart/)
- [ANTHONY KEPPLER](https://lanarkfinancial.com/team/keppler-anthony/)
- [DARREN HINSHAW](https://lanarkfinancial.com/team/hinshaw-darren/)
- [PIERRE ALLARD](https://lanarkfinancial.com/team/allard-pierre/)
- [PEYTON FALKENBURG](https://lanarkfinancial.com/team/peyton-falkenburg/)
- [ROBERT ALVAREZ](https://lanarkfinancial.com/team/alvarez-rob/)
- [JOSEPH OBERSCHEWEN](https://lanarkfinancial.com/team/oberschewen-joseph/)
- [YOLANDA LeROUX](https://lanarkfinancial.com/team/yolanda-leroux/)
- [MARIA ORTIZ](https://lanarkfinancial.com/team/maria-ortiz/)
- [ARLEEN ROMANO](https://lanarkfinancial.com/team/romano-arleen/)
- [ROBERT ALVAREZ](https://lanarkfinancial.com/team/robert-alvarez/)
- [JOSEPH OBERSCHEWEN](https://lanarkfinancial.com/team/joseph-oberschewen/)
- [BRIAN WOLFE](https://lanarkfinancial.com/team/wolfe-brian/)
- [MONICA VERCHER](https://lanarkfinancial.com/team/vercher-monica/)
- [ALICIA SPENCER](https://lanarkfinancial.com/team/spencer-alicia/)
- [ADAM NEWTON](https://lanarkfinancial.com/team/newton-adam/)
- [KERRY MALDONADO](https://lanarkfinancial.com/team/maldonado-kerry/)
- [ANGIE HALL](https://lanarkfinancial.com/team/hall-angie/)
- [PAMELA CONWAY](https://lanarkfinancial.com/team/conway-pamela/)
- [STEPHEN AGRICOLA](https://lanarkfinancial.com/team/agricola-stephen/)
- [SUSAN PADGETT](https://lanarkfinancial.com/team/padgett-susan/)
- [JOHN DOODY](https://lanarkfinancial.com/team/doody-john/)
- [STEVEN LOFQUIST](https://lanarkfinancial.com/team/lofquist-steven/)
- [FRANK FALKENBURG](https://lanarkfinancial.com/team/frank-falkenburg/)
- [GREGORY S. MUSSO](https://lanarkfinancial.com/team/musso-gregory/)
- [DAVID HUGHES](https://lanarkfinancial.com/team/hughes-david/)
- [SAPNA GOEL](https://lanarkfinancial.com/team/goel-sapna/)
- [ROBERT BARBA](https://lanarkfinancial.com/team/barba-robert/)
- [FRANKLIN BROWN](https://lanarkfinancial.com/team/brown-franklin/)
- [SARAH ZOERB](https://lanarkfinancial.com/team/zoerb-sarah/)
- [JOSEPH DISANZA](https://lanarkfinancial.com/team/disanza-joseph/)
- [EDWARD WELLS](https://lanarkfinancial.com/team/wells-edward/)
- [MATT SENICOLA](https://lanarkfinancial.com/team/senicola-matt/)
- [TREVOR KURZHAL](https://lanarkfinancial.com/team/kurzhal-trevor/)
- [WILLIAM BRAUDE](https://lanarkfinancial.com/team/braude-william/)
- [BRUCE PAUL BETZ](https://lanarkfinancial.com/team/betz-bruce-paul/)
- [LAWRENCE MILLER](https://lanarkfinancial.com/team/miller-lawrence/)
- [DAVID HOPE](https://lanarkfinancial.com/team/hope-david/)
- [SCOTT GLENN](https://lanarkfinancial.com/team/glenn-scott/)
- [APRIL NICHOLSON](https://lanarkfinancial.com/team/nicholson-april/)
- [BARBARA GILBERT](https://lanarkfinancial.com/team/gilbert-barbara/)
- [ANN REDDY](https://lanarkfinancial.com/team/reddy-ann/)
- [MIA WYLIE](https://lanarkfinancial.com/team/wylie-mia/)
- [JAMES H DAVIS](https://lanarkfinancial.com/team/davis-james-h/)
- [JAMES P DAVIS](https://lanarkfinancial.com/team/davis-james-p/)
- [THERESA HIBBERT](https://lanarkfinancial.com/team/hibbert-theresa/)
- [SUSANNE RESELAND](https://lanarkfinancial.com/team/reseland-susanne/)
- [DEYSI COOK](https://lanarkfinancial.com/team/cook-deysi/)
- [MARIANNE STEVICK](https://lanarkfinancial.com/team/stevick-marianne/)
- [JANICE READ](https://lanarkfinancial.com/team/read-janice/)
- [JOHN HACKETT](https://lanarkfinancial.com/team/hackett-john/)
- [PATTI SWIGGUM](https://lanarkfinancial.com/team/swiggum-patti/)
- [TRAE BOYETT](https://lanarkfinancial.com/team/boyett-trae/)
- [ASHLEY BALES](https://lanarkfinancial.com/team/bales-ashley/)
- [SALLY CONWAY](https://lanarkfinancial.com/team/conway-sally/)
- [CRISSY CRITES](https://lanarkfinancial.com/team/crites-crissy/)
- [ASHLI EAVES](https://lanarkfinancial.com/team/eaves-ashli/)
- [RACHEL GOLDEN](https://lanarkfinancial.com/team/golden-rachel/)
- [DEBBIE NAEGER](https://lanarkfinancial.com/team/naeger-debbie/)
- [WHITNEY SULLIVAN](https://lanarkfinancial.com/team/sullivan-whitney/)
- [ABBIE SYNDER](https://lanarkfinancial.com/team/synder-abbie/)
- [ANNA PARROTTA](https://lanarkfinancial.com/team/parrotta-anna/)
- [ROBIN BRUNET](https://lanarkfinancial.com/team/brunet-robin/)
- [ANN MARIE SANFILIPPO](https://lanarkfinancial.com/team/sanfilippo-ann-marie/)
- [NANCY KOEHLER](https://lanarkfinancial.com/team/koehler-nancy/)
- [ANN-MARIE ZOUFALY](https://lanarkfinancial.com/team/zoufaly-ann-marie/)
- [SUSAN EISENMAN](https://lanarkfinancial.com/team/eisenman-susan/)
- [MICHAEL LEA](https://lanarkfinancial.com/team/lea-michael/)
- [MICHAEL OTOOLE](https://lanarkfinancial.com/team/otoole-michael/)
- [LYNN HANFMAN](https://lanarkfinancial.com/team/hanfman-lynn/)
- [JOHN KEITH](https://lanarkfinancial.com/team/keith-john/)
- [TODD KURZHAL](https://lanarkfinancial.com/team/kurzhal-todd/)
- [SCOTT STEORTS](https://lanarkfinancial.com/team/steorts-scott/)
- [CAROLYN BENNETT](https://lanarkfinancial.com/team/bennett-carolyn/)

## Categories

- [Commentary](https://lanarkfinancial.com/category/commentary/)
- [Podcasts](https://lanarkfinancial.com/category/podcasts/)
- [Article](https://lanarkfinancial.com/category/article/)
- [News](https://lanarkfinancial.com/category/news/)
- [Let's be Frank](https://lanarkfinancial.com/category/lets-be-frank/)

## Role

- [Leader](https://lanarkfinancial.com/role/leader/)

## Zip Code

- [35203](https://lanarkfinancial.com/zip-code/35203/)
- [84010](https://lanarkfinancial.com/zip-code/84010/)
- [37027](https://lanarkfinancial.com/zip-code/37027/)
- [38401](https://lanarkfinancial.com/zip-code/38401/)
- [35603](https://lanarkfinancial.com/zip-code/35603/)
- [52002](https://lanarkfinancial.com/zip-code/52002/)
- [36532](https://lanarkfinancial.com/zip-code/36532/)
- [63703](https://lanarkfinancial.com/zip-code/63703/)
- [63640](https://lanarkfinancial.com/zip-code/63640/)
- [43023](https://lanarkfinancial.com/zip-code/43023/)
- [77002](https://lanarkfinancial.com/zip-code/77002/)
- [21030](https://lanarkfinancial.com/zip-code/21030/)
- [35801](https://lanarkfinancial.com/zip-code/35801/)
- [32207](https://lanarkfinancial.com/zip-code/32207/)
- [11758](https://lanarkfinancial.com/zip-code/11758/)
- [33410](https://lanarkfinancial.com/zip-code/33410/)
- [55447](https://lanarkfinancial.com/zip-code/55447/)
- [63090](https://lanarkfinancial.com/zip-code/63090/)
- [07901](https://lanarkfinancial.com/zip-code/07901/)
- [32308](https://lanarkfinancial.com/zip-code/32308/)
- [33609](https://lanarkfinancial.com/zip-code/33609/)
- [33414](https://lanarkfinancial.com/zip-code/33414/)
- [32789](https://lanarkfinancial.com/zip-code/32789/)
- [65401](https://lanarkfinancial.com/zip-code/65401/)
- [40207](https://lanarkfinancial.com/zip-code/40207/)
- [63052](https://lanarkfinancial.com/zip-code/63052/)
- [55305](https://lanarkfinancial.com/zip-code/55305/)

## City

- [Birmingham](https://lanarkfinancial.com/city/birmingham/)
- [Bountiful](https://lanarkfinancial.com/city/bountiful/)
- [Brentwood](https://lanarkfinancial.com/city/brentwood/)
- [Columbia](https://lanarkfinancial.com/city/columbia/)
- [Priceville](https://lanarkfinancial.com/city/priceville/)
- [Dubuque](https://lanarkfinancial.com/city/dubuque/)
- [Fairhope](https://lanarkfinancial.com/city/fairhope/)
- [Farmington](https://lanarkfinancial.com/city/farmington/)
- [Granville](https://lanarkfinancial.com/city/granville/)
- [Houston](https://lanarkfinancial.com/city/houston/)
- [Hunt Valley](https://lanarkfinancial.com/city/hunt-valley/)
- [Huntsville](https://lanarkfinancial.com/city/huntsville/)
- [Jacksonville](https://lanarkfinancial.com/city/jacksonville/)
- [Massapequa](https://lanarkfinancial.com/city/massapequa/)
- [Palm Beach Gardens](https://lanarkfinancial.com/city/palm-beach-gardens/)
- [Plymouth](https://lanarkfinancial.com/city/plymouth/)
- [Washington](https://lanarkfinancial.com/city/washington/)
- [Summit](https://lanarkfinancial.com/city/summit/)
- [Tallahassee](https://lanarkfinancial.com/city/tallahassee/)
- [Tampa](https://lanarkfinancial.com/city/tampa/)
- [Wellington](https://lanarkfinancial.com/city/wellington/)
- [Winter Park](https://lanarkfinancial.com/city/winter-park/)
- [Jackson](https://lanarkfinancial.com/city/jackson/)
- [Fredericktown](https://lanarkfinancial.com/city/fredericktown/)
- [Ste. Genevieve](https://lanarkfinancial.com/city/ste-genevieve/)
- [Sikeston](https://lanarkfinancial.com/city/sikeston/)
- [Imperial](https://lanarkfinancial.com/city/imperial/)
- [Lebanon](https://lanarkfinancial.com/city/lebanon/)
- [Rolla](https://lanarkfinancial.com/city/rolla/)
- [Louisville](https://lanarkfinancial.com/city/louisville/)
- [Minnetonka](https://lanarkfinancial.com/city/minnetonka/)

## Location

- [Alabama](https://lanarkfinancial.com/location/alabama/)
- [Tennessee](https://lanarkfinancial.com/location/tennessee/)
- [Utah](https://lanarkfinancial.com/location/utah/)
- [Iowa](https://lanarkfinancial.com/location/iowa/)
- [Missouri](https://lanarkfinancial.com/location/missouri/)
- [Ohio](https://lanarkfinancial.com/location/ohio/)
- [Texas](https://lanarkfinancial.com/location/texas/)
- [Maryland](https://lanarkfinancial.com/location/maryland/)
- [Florida](https://lanarkfinancial.com/location/florida/)
- [New York](https://lanarkfinancial.com/location/new-york/)
- [Minnesota](https://lanarkfinancial.com/location/minnesota/)
- [New Jersey](https://lanarkfinancial.com/location/new-jersey/)
- [Kentucky](https://lanarkfinancial.com/location/kentucky/)

## Designation

- [Advisor Services Group](https://lanarkfinancial.com/designation/advisor-services-group/)
- [Sales Support](https://lanarkfinancial.com/designation/sales-support/)
- [Home Office - Regional Principal](https://lanarkfinancial.com/designation/home-office-regional-principal/)
- [NBCS Asset Management](https://lanarkfinancial.com/designation/nbcs-asset-management/)
- [Private Client Group](https://lanarkfinancial.com/designation/private-client-group/)
- [Home Office - Operations](https://lanarkfinancial.com/designation/home-office-operations/)
- [CEO](https://lanarkfinancial.com/designation/ceo/)
- [Home Office - Finance](https://lanarkfinancial.com/designation/home-office-finance/)
- [Home Office - Sales Support](https://lanarkfinancial.com/designation/home-office-sales-support/)
- [HomeOffice - CFA](https://lanarkfinancial.com/designation/homeoffice-cfa/)
- [Home Office - ProAm](https://lanarkfinancial.com/designation/home-office-proam/)
- [Trading - Equity](https://lanarkfinancial.com/designation/trading-equity/)
- [HR Director](https://lanarkfinancial.com/designation/hr-director/)
- [Sr. Finance & Business Analytics](https://lanarkfinancial.com/designation/sr-finance-business-analytics/)
- [Home Office - CCO](https://lanarkfinancial.com/designation/home-office-cco/)
- [Home Office - Compliance](https://lanarkfinancial.com/designation/home-office-compliance/)
- [Sales Support - Perkins](https://lanarkfinancial.com/designation/sales-support-perkins/)
- [Independent](https://lanarkfinancial.com/designation/independent/)
- [Davis Reseland LLC](https://lanarkfinancial.com/designation/davis-reseland-llc/)
- [Caledonian Financial](https://lanarkfinancial.com/designation/caledonian-financial/)
- [First State Financial Management](https://lanarkfinancial.com/designation/first-state-financial-management/)
- [North Shore Wealth Management](https://lanarkfinancial.com/designation/north-shore-wealth-management/)
- [RAI](https://lanarkfinancial.com/designation/rai/)
- [Summit OSJ - Supervising Principal](https://lanarkfinancial.com/designation/summit-osj-supervising-principal/)
- [Tampa OSJ - Insurance](https://lanarkfinancial.com/designation/tampa-osj-insurance/)
- [Trading - Fixed Income](https://lanarkfinancial.com/designation/trading-fixed-income/)
- [Tampa OSJ - Regional Principal](https://lanarkfinancial.com/designation/tampa-osj-regional-principal/)
- [Corporate Staff](https://lanarkfinancial.com/designation/corporate-staff/)
- [Non-Corporate Staff](https://lanarkfinancial.com/designation/non-corporate-staff/)
- [Aldyn Capital](https://lanarkfinancial.com/designation/aldyn-capital/)