Melissa Loner

Melissa Loner, EVP, Advisor Services . Melissa is responsible for driving the strategy around advisor growth thru implementation of common sense Compliance and Supervision. She devotes her time assisting advisors and associates in navigating the regulatory environment through education, collaboration, and the implementation of forward thinking solutions. She earned an MBA from American Military University and holds FINRA Series 4, 6, 7, 24, 53, 63, and 65 licenses. She is also a member of the National Society of Compliance Professionals (NSCP) professional association where she currently participates on the Board of Directors.