LEXCO’S Advisory Board is a unique and carefully selected collective of highly experienced experts that regularly provide advice and insight to our firm’s founder and CEO, Christopher P. Jordan, and his senior management team.

Advisory board members are not affiliated with NPC.

Clara Sierra

Managing Director, ETF

Ms. Sierra is a Senior Vice President and Senior Business Development Manager for Pioneer Investments in Boston. Clara has had a distinctive career earning her executive management positions at some of the world’s largest financial services institutions, including Alliance Bernstein and AIG. Her extraordinary professional relationships, her remarkable passion, and her unique personal background has made Ms. Sierra a highly regarded industry professional. She is fluent in Spanish and serves as a mentor for the “Women Unlimited” Organization.

Sam Stovall

Managing Director, U.S. Equity Strategy of S&P Capital IQ’s Global Markets Intelligence group

Sam Stovall serves as analyst, publisher and communicator of S&P’s outlooks for the economy, market, and sectors. He is the Chairman of the S&P Investment Policy Committee, where he focuses on market history and valuations, as well as industry momentum strategies. Sam is the author of The Seven Rules of Wall Street, as well as The Standard & Poor’s Guide to Sector Investing. He writes a weekly investment piece for S&P Capital IQ’s MarketScope Advisor. His work is also found in S&P’s flagship weekly newsletter The Outlook. Sam joined Standard & Poor’s in April, 1989. Prior to S&P, he served as Editor in Chief at Argus Research, an independent investment research firm in New York City. He received an M.B.A. in Finance from New York University and a B.A. in History/Education from Muhlenberg College, in Allentown, PA. He is also a Certified Financial Planner and is a Trustee of the Securities Industry Institute, the executive development program held annually at the Wharton School of The University of Pennsylvania

Gary S. Moriwaki

Partner, Windel MarxLane & Mittendorf LLP

Gary brings more than thirty-seven years of experience in estate planning and administration. His clients include domestic and foreign business owners, professionals and executives from a spectrum of industries. Mr. Moriwaki is well-versed in advising clients who have complex, multi-national issues involving ownership of assets in multiple jurisdictions, domestic and foreign estate and inheritance taxes, choice of laws and succession concerns.

John Carl

Founder and President of Retirement Learning Center

RLC, is the nation’s preeminent thought leader on retirement issues. John is the founding lecturer for The Retirement Advisor University (TRAU) at UCLA Anderson School of Management Executive Education, and Executive Director of the PLANSPONSOR Institute, the education and training arm of PLANSPONSOR. The “advisor to the advisors,” Carl is a highly sought after industry insider who travels the country educating groups of financial professionals on the very latest in retirement legislation, forecasts, and developments affecting the industry.


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All the information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities and investment advisory services offered through National Planning Corporation (NPC), of America in FL & NY, Member FINRA / SIPC, and a Registered Investment Advisor.

Additional Advisory services offered through LEXCO Wealth Management Inc. a Registered Investment Advisor. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Advisor Representative requirements.

In addtion, follow-up converasations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Advisor Representative registration requirements, or an applicable exemption or exclusion. LEXCO Wealth Management and NPC are seperate and unrelated companies.

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