LEXCO’S Advisory Board is a unique and carefully selected collective of 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 LPL Financial.

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, Windels MarxLane & Mittendorf, LLP

Gary brings more than 37 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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Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Financial Planning offered through LEXCO Wealth Management, Inc., a registered investment advisor and separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: California, Colorado, Connecticut, Florida, Illinois, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, and Virginia.

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