Skip to main content

Your Team

We have one of the best teams around

Barron’s and the Financial Times have recognized Nolan Stokes and his team as one of the top financial advisors in the country four years running. Many thanks to our hardworking team here at Two Lights Private Wealth, our invaluable strategic partner Rob Robertory, and our incredible clients. Thank you all for partnering with us as we co-create the future, our future, together.

Barron's Advisor Top 1200 Financial Advisors 2024

Also recognized by Barron’s in 2021, 2022 and 2023

Financial Times Top Financial Advisers 2020

Barron’s “Top 1,200 Financial Advisors” list (March 2024). Based upon data as of 9/30/2023. Barron’s “Top 1,200 Financial Advisors” list (March 2023). Based upon data as of 9/30/2022. Barron’s “Top 1,200 Financial Advisors” list (March 2022). Based upon data as of 9/30/2021. Barron’s “Top 1,200 Financial Advisors” list (March 2021). Based upon data as of 9/30/2020.

The Financial Times “Top Financial Advisers” list (April 2020). Produced annually by Ignites Research, on behalf of the Financial Times. Data as of 6/30/2019.

Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.

We are a team of seasoned professionals with over 100 years of combined industry experience in the financial services industry. We are credentialed, creative and dedicated to our clients' goals. We are backed by the strength and support of Northwestern Mutual, who has been serving clients and keeping promises since 1857.

Lauren A. Barnak CFP®

Private Wealth Advisor

JP Moraca CFP®, RICP®

Private Wealth Advisor

Brian Grissom CFP®, ChFC®, CLU®, RICP®

Private Wealth Advisor

Katie N Beavers CFP®

Director of Operations and Client Service

Harry Dunne

Financial Planning Analyst

Katie Anderson CFP®, WMCP®, ChFC®

Private Wealth Advisor

Conor Lyons CFP®

Director of Retirement and Income Planning

Sean M Franklin

Operations and Investment Support Manager

Emerson Kuzemka

Associate Wealth Management Advisor

Nick McClure RICP®

Associate Wealth Management Advisor

Kim Darling

Director of Insurance Operations

Barbara Heidt

Director of Insurance Operations

Nolan Woodruff Stokes CFP®, RICP®, CASL®, CLU®

Private Wealth Advisor

Rob Robertory CFP®, CFA®

Private Wealth Advisor