LaSalle St. Investment Advisors, L.L.C.

Lane Swisher is a CFP® with 32 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. in Oklahoma City. He has been with LaSalle St. Securities in various roles since 2014. Beyond his advisory work, he serves as co-trustee for family trusts benefiting multiple relatives. LaSalle St. Investment Advisors serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies, combining active and passive approaches across multiple asset classes, and manages substantially more assets under non-discretionary authority than discretionary.

Michael Drozd is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Bank of America, Merrill, Citigroup, JPMorgan Chase Bank, and Calamos Financial Services. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a variety of investment strategies across asset classes using both passive and active approaches, managing a majority of assets on a non-discretionary basis.

Kyle Dell is a financial advisor at LaSalle St. Investment Advisors, L.L.C. He holds a Series 66 designation and has been in the industry since 2023. His prior experience includes roles at LaSalle St. Securities, LLC, RHM, Avenue Logistics, Airliner, and American Metalcraft. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies across various asset classes, managing both non-discretionary and discretionary accounts, with an emphasis on non-discretionary management.

Daniel Stybr is the sole advisor at Stybr & Associates in Arlington Heights, IL, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has worked at LaSalle St. Investment Advisors, LLC since 2006 and LaSalle St. Securities, LLC since 2003, while operating Stybr & Associates since 1989. Outside of advisory services, he manages tax preparation services and is involved in aircraft registration and firearm transfer documentation through personal business entities. Stybr & Associates is an investment management firm serving clients with a focus on personalized portfolio management.

David Lefebre is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with seven years of industry experience. He holds a Series 63 designation and has previously worked at Cadaret, Grant & Co., Inc., Lincoln Investment, and HSBC Securities USA, Inc. Outside of his advisory role, Lefebre works as a bartender at First Line Brewing. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs both passive and active investment strategies across various asset classes and offers non-discretionary and discretionary management, with a notable emphasis on non-discretionary assets.

Kimberly Matley Threat is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with three years of industry experience. She holds a Series 66 designation and has worked previously at Lam Enterprises LLC dba Link Financial Advisory and Securities America, Inc. Kimberly also has experience in insurance and branding sectors earlier in her career. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a variety of investment strategies, including both active and passive approaches, and manages a significant portion of assets on a non-discretionary basis.

David Johnson is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at LaSalle St. Investment Advisors and its affiliated firm, LaSalle St. Securities, since 2010. LaSalle St. Investment Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations with a range of financial planning and portfolio management services. The firm employs both active and passive investment strategies across multiple asset classes and is notable for managing a majority of assets on a non-discretionary basis.

Adam Tudor is a CFP®-certified financial advisor with seven years of industry experience, currently with LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL. His prior experience includes roles at Indiana Wesleyan University, FBL Marketing Services, and Indiana Farm Bureau Insurance. Outside of his advisory work, he serves as an at-large member of the Norwell Band Booster and acts as co-trustee of his mother’s trust account. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs both passive and active investment strategies across various asset classes and offers non-discretionary and discretionary management, with a notable focus on non-discretionary assets.

Kathleen Carrico is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 33 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at La Salle St. Securities, Inc. since 1992 and Carrollton Bank since 1990, where she serves as Vice President and Trust Officer. Outside of her advisory roles, she is a personal use consultant for Mary Kay Inc. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and various portfolio management services. The firm employs a range of investment strategies across multiple asset classes and is noted for its predominance of non-discretionary asset management and its use of fee-sharing and co-advisor arrangements.

Ryan Backus is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Rochester, MN, holding a Series 66 designation with 12 years of industry experience. He has been with LaSalle St. Investment Advisors and affiliated entities since 2013. His other business activities include involvement with fixed insurance through LaSalle St. Investment Advisors. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies across multiple asset classes and emphasizes non-discretionary management, offering access to third-party managers and co-advisor arrangements.

Michael Sykes is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Indianapolis, IN, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with LaSalle St. Investment Advisors since 2013 and LaSalle St. Securities since 2005. Outside of his advisory role, he serves as a successor trustee for family trusts and as executor of an estate. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management. The firm employs both passive and active investment strategies across a variety of asset classes and manages accounts primarily on a non-discretionary basis.

Richard London is a CFP® with 19 years of industry experience, currently serving as a financial advisor at LaSalle St. Investment Advisors, L.L.C. He has previously worked at Securities America Advisors, Securities America Inc, and Cooper McManus. Outside of his advisory role, he is involved in insurance sales and manages a family trust through an LLC structure. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies, including both passive and active approaches, and manages a larger portion of assets on a non-discretionary basis.

Mark Miracle is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 36 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. In addition to his advisory role, he operates Miracle Insurance Source Inc., an insurance sales business he has managed since 1997. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs both passive and active investment strategies across various asset classes and is notable for its predominance of non-discretionary asset management and use of fee-sharing and co-advisor arrangements.

Joseph Sarappo is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St. Securities LLC and Comprehensive Asset Management & Servicing, Inc. He is also the owner and operator of Sarappo's Pizza, a family-owned pizza business in Pennsylvania. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs both active and passive investment strategies across various asset classes and is notable for its predominance of non-discretionary asset management and use of third-party manager arrangements.

Isaac Pelts is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with one year of industry experience. He holds the Series 66 designation and has prior work experience at LPL Financial and River Valley Wealth Management. Before entering the financial industry, he worked in education at the University of the Ozarks and Lamar school district. Pelts is involved with River Valley Wealth Management as an investment representative. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a mix of active and passive investment strategies across various asset classes and manages a larger portion of assets on a non-discretionary basis.