Contact: Emily Britton
Public Relations Specialist
Phone: 800.724.9282 x3397
Email: ebritton@reliantcu.com
SODUS, N.Y., April 22, 2026—Reliant Credit Union announced the hiring of Lori Ann Palozzi as a LPL Registered Sales Assistant supporting Reliant Investment Services*. Ms. Palozzi most recently served as Licensed Registered Manager at Northwest Bank, supporting investment services offered through LPL Financial.
In her new role, Ms. Palozzi will provide administrative and operational support to the Reliant Investment Services team. Her responsibilities include assisting with account documentation, supporting member transactions, and coordinating follow‑up with clients as needed.
“This role brings the opportunity to learn and grow professionally,” said Ms. Palozzi. “I am excited to build new relationships with the team members at Reliant and the communities we serve.”
Ms. Palozzi has a Bachelor of Science in criminal justice from RIT and an American Bar Association approved Paralegal Studies Certificate from Monroe Community College. She lives in Webster with her husband.
Lori Ann Palozzi is an LPL registered Sales Assistant, affiliated with LPL Financial, a firm whose mission is to take care of advisors, so advisors can take care of their clients. LPL is committed to offering best-in-class support by continuing to evolve the products and comprehensive solutions they provide.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Reliant Community Federal Credit Union and Reliant Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Reliant Investment Services, and may also be employees of Reliant Community Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Reliant Community Federal Credit Union or Reliant Investment Services. Securities and insurance offered through LPL or its affiliates are:
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial. We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website. Reliant Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
Tracking #779472 (Exp. 08/2027)
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